Heather Clarke Chartered Professional Accountant Corporation
Privacy Policy
Effective Date: November 26, 2025

Heather Clarke Chartered Professional Accountant Corporation (“we,” “us,” “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal information when you visit our website, submit an inquiry, complete a Facebook or Instagram lead form, book an appointment through Calendly, or engage our accounting services.

1. Information We Collect

Personal Information

We may collect the following personal details when you provide them voluntarily:

  • Name

  • Email address

  • Phone number

  • Business name or professional practice name

  • Type of business or practice

  • Details about your bookkeeping, tax, billing, or administrative needs

  • Any documents or information shared during onboarding

Technical Information

When you visit our website, Squarespace may automatically collect:

  • IP address

  • Device type

  • Browser type

  • Pages visited

  • Cookies and usage data

Appointment Booking Information

When you schedule through Calendly, we may receive:

  • Name

  • Email

  • Phone number

  • Appointment responses

  • Preferred meeting time
    Calendly stores this information securely on their platform.

Client Accounting Information

For clients who engage our professional services, we may collect:

  • Financial records

  • Tax filings

  • GST information

  • Payroll data

  • Billing or invoice details

  • Banking information (for bookkeeping purposes only)

  • CRA correspondence and statements

2. How We Use Your Information

We use your information to:

  • Respond to inquiries and provide requested information

  • Provide bookkeeping, tax, advisory, and financial reporting services

  • Create proposals, quotes, or engagement agreements

  • Set up and manage your account

  • Improve our website, services, and communication

  • Comply with legal, regulatory, and professional obligations

  • Send updates, reminders, and follow-up messages

We do not sell or rent your personal information.

3. Sharing Your Information

We only share your information with:

  • Authorized software providers (e.g., Xero, QuickBooks Online, Dext, Calendly)

  • Secure file storage providers (e.g., Google Workspace, Microsoft 365)

  • Service partners as required to deliver your bookkeeping or accounting services

  • Government agencies, when legally required (e.g., CRA)

All third-party providers follow strict privacy and security standards.

4. Data Security

We take reasonable measures to protect your personal and financial information, including:

  • Encrypted communication where applicable

  • Secure client portals

  • Password-protected accounts

  • Access restrictions

  • Secure cloud-based storage

  • Professional accounting confidentiality standards

However, no method of transmission or storage is completely secure. We take all reasonable steps to protect your data.

5. Your Rights

You may request at any time:

  • Access to personal information we hold about you

  • Corrections to inaccurate information

  • Deletion of your personal data (unless legally required to retain it)

  • Details about how your information is used

To make a request, contact:
📧 heather@heatherclarkeaccounting.com
📞 403-907-1425

6. Cookies and Tracking Technologies

Squarespace may use cookies to:

  • Analyze site traffic

  • Improve site performance

  • Personalize user experience

  • Remember visitor preferences

You may disable cookies in your browser settings, but some features may not function properly.

7. External Links

Our website may contain links to third-party websites (e.g., Calendly, CRA resources, accounting tools).
We are not responsible for the privacy practices or content of external sites.

8. Updates to This Policy

We may update this Privacy Policy occasionally.
The “Effective Date” at the top will always reflect the most current version.

9. Contact Information

Heather Clarke, CPA, CMA
Heather Clarke Chartered Professional Accountant Corporation
📧 heather@heatherclarkeaccounting.com
📞 403-907-1425
Calgary, Alberta, Canada