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Privacy

Last updated July 2026

Bookkeeping IQ is a bookkeeping tool for small businesses and individuals in Québec and across Canada. This page explains what information we hold, how we protect it, and the control you keep over it.

What we hold

The financial records you enter or import — transactions, categories, entities, and the receipts and statements you upload — along with the account details needed to sign you in (your email and authentication data). We do not ask for, and never receive, your banking login. Statements are files you choose to upload, nothing more.

How we use it

To provide the service: to keep your books, read receipts you submit, organize your data, and produce the reports and year-end package you ask for. We do not sell your data, and we do not use your financial records to advertise to you.

Where it lives, and security

Your data is stored in the cloud, encrypted at rest and in transit. Access is scoped so that one account can never see another’s data. Every account can enable two-factor authentication, and administrative access for support is logged and visible to you in your own audit trail.

Service providers

We rely on a small set of providers to run the service: cloud database and file storage, payment processing, transactional email, and the AI service that reads your receipts and statements. Each processes data only to deliver its part of the service, under its own security commitments. Some providers may process data outside Québec; we use only providers that offer adequate protection.

Your data is yours

  • You can export everything you’ve stored — transactions, receipts, statements, reports — in open formats, at any time.
  • You can ask us to delete your account and its files; on account closure, your stored files are purged.
  • You can see how and when each record entered your books, and every change made to it.
  • You can access your personal information, ask us to correct it, and withdraw consent, consistent with Québec’s Law 25.

Retention

We keep your data for as long as your account is active, and honour deletion requests consistent with Québec and Canadian privacy expectations. Some records may be retained where the law requires it.

Person responsible for privacy

A person within Bookkeeping IQ is responsible for protecting your personal information. For any question about privacy, to exercise your access or correction rights, or to make a complaint, send us a message and we’ll get back to you.

Privacy — Bookkeeping IQ