Privacy Policy
Preferred Client Services
Effective Date: 02.18.2026
Preferred Client Services is committed to protecting the privacy and confidentiality of the information entrusted to us. As an Edmonton, Alberta bookkeeping company serving businesses and organizations, we handle sensitive financial information with care and in compliance with Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and Alberta’s Personal Information Protection Act (PIPA).
Information We Collect
We collect only the information necessary to provide professional bookkeeping services and operate our website, including:
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Name and contact information
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Business information
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Financial records and supporting documentation
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Billing and payment details
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Website usage data, such as IP address and browser type
How We Use Information
We use personal information to:
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Provide bookkeeping services
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Communicate with clients
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Process payments
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Coordinate with authorized local accounting partners
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Meet legal and CRA record-keeping requirements
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Improve our website and service delivery
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Marketing efforts
Preferred Client Services does not sell or trade personal information.
Consent
By using our website or engaging our services, you consent to the collection, use, and disclosure of your information as described in this policy. You may withdraw consent at any time, subject to legal or contractual restrictions.
Disclosure
We may share information:
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With your authorization
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With trusted third-party service providers that support our operations
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With local accounting partners when required to fulfill professional obligations
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When required by law
Security
Preferred Client Services uses appropriate physical, organizational, and technological safeguards to protect personal information, including secure cloud-based platforms and restricted system access.
While we take reasonable precautions, no method of transmission or storage can guarantee absolute security.
Retention
We retain financial and business records in accordance with CRA guidelines and regulatory requirements. When information is no longer required, it is securely destroyed or anonymized.
Your Rights
You may request access to or correction of your personal information by contacting:
Preferred Client Services
Phone: 780.439.9457
Mail: 2327 Ellwood Dr SW, Edmonton, AB T6X 0J6
Preferred Client Services may update this Privacy Policy periodically. The current version will always be available on our website.