Privacy Policy

Last updated: March 3, 2026

This Privacy Policy describes how DWP Consulting Inc. ("we", "us", "our") handles information when providing bookkeeping, accounting support, automation, and integration services.

1. Information We Collect

We may process business and account information necessary to provide services, including contact details, transaction metadata, accounting records, and integration credentials/tokens provided by authorized users.

2. How We Use Information

We use information to provide requested services, authenticate integrations, troubleshoot issues, improve reliability, and comply with legal/accounting obligations.

3. Legal Basis and Permissions

For connected services (including QuickBooks integrations), data access occurs only with user authorization and within granted scopes.

4. Sharing of Information

We do not sell personal information. We share information only with service providers, integration platforms, or regulators/lawful authorities when required to deliver services or comply with law.

5. Data Retention

We retain data only as long as needed for service delivery, security, and legal/accounting recordkeeping requirements.

6. Security

We use reasonable technical and organizational safeguards to protect data, including access controls and encrypted transport where available.

7. Your Rights

You may request access, correction, or deletion of your information, subject to legal and contractual limits.

8. Third-Party Services

Our services may rely on third-party platforms (for example, Intuit QuickBooks). Their terms and privacy policies apply to their systems.

9. Changes to This Policy

We may update this policy from time to time. Updated versions will be posted at this URL with a revised date.

10. Contact

DWP Consulting Inc.
Email: privacy@dwpbooks.ca

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