Privacy Policy
Your privacy matters
This policy explains how Numivara Bookkeeping & Tax collects, uses, stores, protects, and retains your information.
1. Information we collect
When you contact us or book a discovery call, we collect the information you provide: your name, email address, business name, business type, approximate monthly transaction volume, current accounting software, the services you are interested in, and any message you share.
We do not collect bank statements, tax returns, Social Insurance Numbers, or other sensitive financial documents through the website contact form.
2. How we use your information
We use your information to respond to your enquiry, arrange a discovery call, prepare a quote, and provide bookkeeping services. We may also use your contact details to communicate with you about your engagement.
3. How we store and protect your information
Your information is stored securely and access is limited to those who need it to serve you. When we begin working together, financial records are shared and handled through an appropriate secure client onboarding process rather than ordinary email or the website form.
4. How long we keep your information
We retain your information for as long as needed to provide services and to meet our legal, accounting, and record-keeping obligations. When it is no longer required, we take reasonable steps to securely dispose of it.
5. Sharing your information
We do not sell your information. We may share it with trusted service providers who help us operate our business, or where required by law. Any such sharing is limited to what is necessary.
6. Consent and your choices
By submitting the contact form, you consent to us using your information to respond to your enquiry. You may contact us at any time to ask about your information, request access, or ask that it be updated or removed.
7. Contact us
If you have questions about this Privacy Policy or how your information is handled, contact us at numivara.bookkeeping@gmail.com.
This policy may be updated from time to time. The most current version will always be available on this page. Last updated: November 2, 2026.