Sure Root Bookkeeping Privacy Policy
Last updated: October 17, 2026
Sure Root Bookkeeping respects your privacy and handles personal information responsibly. This Privacy Policy explains how we collect, use, share, protect, and retain personal information provided through our website and in connection with our bookkeeping and business support services.
Information We Collect
When you contact us or request a consultation or quote, we may collect:
- Your name, email address, and telephone number
- Your business name and business type
- The accounting software you currently use
- Your approximate monthly transaction volume
- The number of bank and credit card accounts you use
- Your current bookkeeping status
- The services you are interested in
- Your preferred method of contact
- Other information you voluntarily include in your enquiry
We request information reasonably necessary to understand your needs and respond to your request. If you become a client, additional information needed to provide the agreed services will be addressed during onboarding.
How We Use Your Information
We use personal information to:
- Respond to enquiries and consultation requests
- Understand your bookkeeping and business support needs
- Prepare recommendations, quotations, and service agreements
- Communicate with you about your request or services
- Provide and administer the services you choose
- Maintain appropriate business and administrative records
- Protect our website, systems, and information
We will seek appropriate consent before using your information for a new, unrelated purpose, unless otherwise permitted or required by law.
Consent
When you submit an enquiry, we use the information you provide to review your request and contact you about it.
Where we rely on your consent, you may contact us to withdraw it, subject to applicable legal or contractual restrictions and reasonable notice. We will explain any effect this may have on our ability to respond to your request or provide services.
Sensitive Financial Information
Our general website contact form is intended for initial enquiries.
Do not submit passwords, online banking credentials, government identification, tax identification numbers, complete bank statements, tax returns, credit card details, or other sensitive financial documents through the general contact form.
If we require financial records to provide services, we will arrange an appropriate method for submitting them.
Sharing Information and Service Providers
We do not sell or rent your personal information.
We may use service providers to support website hosting, form processing, email, security, backups, and business administration. Information may be shared with these providers as needed to perform their services.
We may also disclose personal information where permitted or required by applicable law.
Protecting Your Information
We use reasonable administrative and technical safeguards appropriate to the sensitivity of the information we handle. These may include password protection, access controls, secure connections, security software, and backups.
No method of electronic transmission or storage is completely secure.
How Long We Keep Information
We retain personal information for as long as reasonably necessary to:
- Respond to your enquiry
- Provide and administer requested services
- Maintain appropriate business records
- Meet applicable legal and regulatory obligations
When information is no longer needed, we take reasonable steps to securely delete, destroy, or anonymize it, as appropriate.
Access and Correction
You may contact us to request access to personal information we hold about you or to request correction of inaccurate information.
We may need to verify your identity before responding. Access and correction requests are subject to applicable legal requirements and limitations.
Cookies and Technical Information
Our website may use essential cookies and process technical information needed for functionality, security, and administration.
If we introduce analytics, advertising, or other non-essential tracking technologies, we will update this policy and provide any required notices and consent choices.
Privacy Questions and Requests
For privacy questions, access or correction requests, or concerns about how we handle personal information, contact:
Privacy Contact
Sure Root Bookkeeping
Winnipeg, Manitoba, Canada
Email: info@sureroot.ca
Sure Root Bookkeeping is responsible for personal information under its control and for responding to privacy-related questions and concerns.
Changes to This Policy
We may update this Privacy Policy as our services, website, technologies, or legal requirements change. The current version will be posted on this page with its last updated date.