Last updated: November 10, 2025
Business name: itbalance
Website: itbalanceup.com
Phone: +1 780 900 3698
Email: info@itbalanceup.com
Address: 12512 128 St NW, Edmonton, AB T5L 1C8, Canada
Business Number (BN): 152930727
This Privacy Policy explains how itbalance (“we”, “us”, “our”) collects, uses, discloses and protects personal information in connection with our website itbalanceup.com and our accounting and tax services for clients in Canada.
By using our website or our services, you consent to the practices described in this Policy, subject to any additional consent we may request from you in specific situations.
We may collect the following types of personal information:
Contact details: name, email address, phone number, mailing address.
Business information: business name, business number, corporate structure, accounting and tax details needed to provide our services.
Financial information: information contained in invoices, bank statements, accounting records, tax slips and related documents that you provide to us.
Communication data: information contained in emails, messages, and forms you send to us.
Website usage data: technical information about your visits to our website, such as IP address, browser type, device information, and general usage statistics, collected through cookies and similar technologies.
We collect personal information directly from you, from documents you share with us, and in some cases from publicly available or authorized third-party sources where required to deliver our services or to comply with legal obligations.
We use personal information for the following purposes:
To provide accounting, bookkeeping and tax services you request.
To communicate with you about your accounts, filings, deadlines and our services.
To verify your identity and that of your business where required.
To issue invoices, process payments and manage our client relationships.
To comply with legal, regulatory and professional obligations, including requirements under Canadian tax law.
To operate, maintain and improve our website and services.
To respond to questions, requests and potential complaints.
To maintain internal records and for reasonable business analytics.
We only collect and use personal information that is necessary for these purposes or as otherwise permitted or required by law.
Where required by law, we obtain your consent for the collection, use and disclosure of your personal information. You may withdraw your consent at any time, subject to legal or contractual restrictions and reasonable notice. If you withdraw consent, we may be unable to continue providing some or all of our services to you.
In some situations, we may process personal information without consent when permitted or required by law, for example to comply with tax, regulatory or court obligations.
We do not sell your personal information.
We may disclose personal information in the following situations:
Service providers: to third-party providers who assist us with accounting software, data storage, IT support, payment processing or similar functions, under confidentiality obligations.
Professional obligations: to tax authorities and regulatory bodies when required for filings, audits or legal compliance.
Business transfers: in the event of a business reorganization, merger or transfer, where personal information may form part of the transferred assets, subject to appropriate safeguards.
Legal requirements: when we believe disclosure is necessary to comply with laws, regulations, court orders or to protect our rights, your safety or the safety of others.
We require our service providers to protect personal information in a manner consistent with this Policy and applicable law.
Some of our service providers or data storage solutions may be located outside of Canada. As a result, your personal information may be processed in other jurisdictions, where it may be subject to the laws of those jurisdictions and accessible to courts, law enforcement and regulatory authorities in those countries. We take reasonable steps to ensure that such transfers are compliant with applicable privacy laws.
We retain personal information only for as long as reasonably necessary:
to provide our services and manage our relationship with you;
to satisfy legal, regulatory, tax and professional record-keeping obligations; and
to resolve disputes and enforce our agreements.
When personal information is no longer required, we will take reasonable steps to securely delete, anonymize or destroy it.
We take reasonable physical, technical and organizational measures to protect personal information against loss, theft, unauthorized access, disclosure, copying, use or modification.
While we implement safeguards appropriate to the sensitivity of the information, no method of transmission or storage is entirely risk-free. We cannot guarantee absolute security, but we strive to protect your information to the best of our ability.
Depending on applicable law, you may have the right to:
Access the personal information we hold about you.
Request corrections to inaccurate or incomplete information.
Request deletion, anonymization or restriction of processing in certain circumstances.
Withdraw consent where our processing is based on your consent.
Ask questions about our privacy practices.
We may need to verify your identity before responding to your request. Certain information may be retained or withheld where required or permitted by law.
To exercise your rights or to ask any question about privacy, please contact us:
Email: info@itbalanceup.com
Phone: +1 780 900 3698
Mail: itbalance, 12512 128 St NW, Edmonton, AB T5L 1C8, Canada
Our services are intended for adults and business clients. We do not knowingly collect personal information from children under the age of 18. If you believe a child has provided us with personal information, please contact us so that we can take appropriate action.
We may update this Privacy Policy from time to time to reflect changes in our practices, technologies or legal requirements. Any changes will be posted on this page with an updated “Last updated” date. Your continued use of our website or services after such changes means you accept the updated Policy.
Last updated: November 10, 2025
Cookies are small text files that a website stores on your device when you visit it. They help the site recognize your device, remember your preferences and understand how visitors interact with the website.
On itbalanceup.com, we may use cookies and similar technologies for the following purposes:
Essential cookies: to enable core website functions, such as page navigation, access to secure areas and form submissions. The website cannot function properly without these cookies.
Preference cookies: to remember your settings and choices (for example, language or region) so that your experience is more convenient.
Analytics cookies: to collect anonymous or aggregated information about how visitors use our website, such as which pages are visited most often and how users move around the site. This helps us improve our content and user experience.
We do not use cookies to store highly sensitive personal information such as financial details.
We may allow certain trusted third-party service providers to place cookies or similar technologies for analytics and performance monitoring. These providers help us better understand how our website is used and how we can improve it.
Such providers are required to handle any information they receive in compliance with applicable privacy laws and their own privacy practices.
You can control and manage cookies in several ways:
Browser settings: most web browsers allow you to block or delete cookies. Check your browser’s help or settings section to learn how to manage cookies.
Existing cookies: you can delete cookies that have already been set on your device.
Opt-out tools: some analytics providers offer their own opt-out tools or settings.
Please note that if you block or delete cookies, some parts of our website may not function correctly or may be less convenient to use.
We may update this Cookie Policy from time to time to reflect changes in our use of cookies or in legal requirements. We will post any updates on this page with an updated “Last updated” date.
For any questions about our use of cookies, you can contact us at info@itbalanceup.com.
Last updated: November 10, 2025
itbalance operates in Canada and is committed to handling personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and any applicable provincial privacy laws.
This statement applies to personal information that we collect, use or disclose in the course of our commercial activities, including through our website itbalanceup.com and our accounting and tax services for clients.
In line with the key principles of PIPEDA, itbalance commits to:
Accountability: We are responsible for personal information under our control. We designate individuals who oversee compliance with privacy obligations.
Identifying purposes: Before or at the time of collection, we explain the purposes for which personal information is collected.
Consent: We obtain meaningful consent for the collection, use and disclosure of personal information when required, except where otherwise permitted or required by law.
Limiting collection: We collect only the personal information that is necessary for identified and legitimate purposes.
Limiting use, disclosure and retention: We use and disclose personal information only for the purposes for which it was collected, unless consent is obtained or permitted by law. We retain information only as long as necessary for those purposes or as required by law.
Accuracy: We make reasonable efforts to keep personal information accurate, complete and up to date as needed for its intended purposes.
Safeguards: We protect personal information with security measures appropriate to its sensitivity, including physical, technical and organizational safeguards.
Openness: We make information about our privacy policies and practices available in a clear and accessible form.
Individual access: Upon written request and subject to legal limitations, we provide individuals with access to their personal information under our control and allow them to request corrections where appropriate.
Challenging compliance: We will investigate any privacy-related questions or complaints and work to resolve them in a fair and timely manner.
If you wish to request access to your personal information, correct it, or raise a concern regarding our compliance with PIPEDA, you may contact us using the following details:
Email: info@itbalanceup.com
Phone: +1 780 900 3698
Mail: itbalance, 12512 128 St NW, Edmonton, AB T5L 1C8, Canada
We will respond to your request or concern in accordance with applicable privacy laws. If you are not satisfied with our response, you may have the right to contact the appropriate privacy regulator in your jurisdiction.