Effective Date · January 1, 2026
Jane's Ledger ("we," "our," or "us") is committed to protecting the privacy and confidentiality of every individual and business we serve. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our bookkeeping and tax services.
Information We Collect
We may collect the following categories of information:
- Contact details — your name, email address, phone number, and mailing address.
- Financial information — records, statements, receipts, payroll data, and tax documents you provide for the purpose of bookkeeping and tax preparation.
- Identification documents — including Social Insurance Numbers (SIN), business numbers, and CRA-issued identifiers, where required by law to file on your behalf.
- Website usage data — limited technical information such as browser type and pages visited, collected through standard server logs.
How We Use Your Information
We use the information you provide solely to:
- Prepare and file accurate personal and business tax returns.
- Maintain bookkeeping records and provide ongoing financial reporting.
- Communicate with you about your engagement, deadlines, or questions.
- Comply with legal and regulatory obligations, including those of the Canada Revenue Agency (CRA).
Confidentiality & Disclosure
Your information is treated with strict confidentiality. We do not sell, rent, or trade client information. We may disclose information only when:
- You have provided written consent.
- Disclosure is required by Canadian law, court order, or by the CRA in the course of an audit or filing on your behalf.
- It is necessary to a service provider (e.g. secure cloud accounting software) bound by their own confidentiality obligations.
Data Storage & Security
Client records are stored on encrypted, password-protected systems located in Canada wherever practicable. Access is limited to Jane's Ledger and is never shared with unrelated third parties. While no method of transmission over the internet is perfectly secure, we apply reasonable administrative, physical, and technical safeguards to protect your information.
Document Retention
In accordance with CRA requirements, we retain client records for a minimum of six years after the end of the last tax year to which they relate. Records may be retained longer if required by law or by agreement.
Your Rights
You have the right to:
- Request access to the personal information we hold about you.
- Request correction of any information that is inaccurate or incomplete.
- Withdraw consent for future use of your information, subject to legal and contractual obligations.
Cookies & Website Analytics
This website uses minimal, essential functionality only. We do not currently use third-party advertising trackers. If we add analytics in the future, this policy will be updated to reflect that change.
Changes to This Policy
We may update this Privacy Policy from time to time. The "Effective Date" at the top will reflect the most recent revision. Material changes will be communicated to active clients directly.
Contact Us
If you have questions about this policy or how your information is handled, please contact:
Kaitlyn — Jane's Ledger
Email: [email protected]
Phone: (236) 550-5759