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01Who we are

QB Solutions Advisor provides bookkeeping, accounting and financial support services. For this policy, QB Solutions Advisor is responsible for the personal information collected through qbsolutionsadvisor.com. Our contact details are at the end of this page.

02Information we collect

When you request a consultation or contact us, we collect the information you choose to give us:

  • your name and email address (required to reply to you);
  • your business name and phone number (optional);
  • the services you are interested in, the number of employees if you ask about payroll, and your message.

If you call or email us, we receive the information you share in that conversation.

Like most websites, our web server may automatically record technical information such as your IP address, browser type and the pages requested, for security and to keep the site running.

03Cookies

This website uses one essential session cookie. It protects the consultation form against misuse and lets the form show your result if JavaScript is turned off. It does not track you across other websites and is deleted when you close your browser.

The website does not use advertising or analytics cookies. Fonts, icons and scripts are served from this website itself, not from third-party services.

04How we use your information

We use your information to:

  • respond to your enquiry, arrange a consultation and prepare a proposal;
  • provide and administer the services you engage us for;
  • keep records of our communication with you;
  • protect the website and our business against fraud and misuse;
  • meet our legal and accounting obligations.

We do not sell your personal information, and we do not use it for third-party advertising.

05How information is shared

Consultation requests are sent by email to our team. We may share information with service providers who help us run our business, such as our website host and email provider, only as needed for them to provide those services. We may also disclose information where required by law or to protect our rights.

Financial information you provide during an engagement is used only to deliver the agreed services and is handled as set out in your service agreement.

06Data retention

We keep enquiry information for as long as needed to respond to you and to follow up on a proposal, and client records for as long as required by the engagement and by applicable law. When information is no longer needed, we delete it or make it anonymous.

07Security

We use reasonable technical and organizational measures to protect personal information, including spam and misuse protection on the consultation form. No method of transmission over the internet is completely secure, so we cannot guarantee absolute security.

08Your choices and rights

You can ask us to access, correct or delete the personal information we hold about you, or to stop contacting you. Depending on where you live, you may have additional rights under applicable privacy laws. To make a request, contact us using the details below. We may need to verify your identity before acting on it.

09Children’s privacy

Our website and services are intended for businesses and are not directed to children under 13. We do not knowingly collect personal information from children.

11Changes to this policy

We may update this Privacy Policy from time to time. The date at the top of this page shows when it was last changed.