Exacto

Privacy and terms

Terms of service (bookkeeping and taxes)

  1. Agreement. Each engagement is covered by a written quote accepted by the client.
  2. Client responsibilities. The client provides complete and accurate documents within the agreed timelines.
  3. Fees. Payable as per the quote; taxes extra.
  4. Limitations. Exacto prepares returns based on the information provided. Exacto is run by an accounting technician. Exacto is not a firm of Chartered Professional Accountants (CPA) and does not provide services reserved to CPAs, such as audits.

Subscription terms (ExactoPro Invoicing)

  1. Provider. ExactoPro Invoicing is provided by Exacto - Tenue de livres.
  2. Trial. 14-day free trial, no credit card required. No charges are made without your consent.
  3. Subscription. Annual, in Canadian dollars, taxes extra, paid through Stripe. Renews automatically unless cancelled before the renewal date.
  4. Your data. Your invoices and clients are stored in your own Google Drive. After your subscription ends, you keep access to view and download them.
  5. Refunds. Subscriptions are non-refundable. You can try ExactoPro free for 14 days before buying, and cancel your renewal at any time before the renewal date.
  6. Liability. ExactoPro is a support tool. Users remain responsible for the content of their invoices and their tax filings.

Privacy policy

  • What we collect: your contact information, the financial and tax documents you entrust to us for our services, and information related to your ExactoPro subscription.
  • ExactoPro data: your invoices, clients and PDFs stay in your own Google Drive. When you use "View online," a copy of the document (without logo or photos) is kept on our servers for 180 days so your client can view it.
  • Why: to carry out our engagements, provide the app and offer support.
  • Retention: tax documents are kept for 6 years, then securely destroyed.
  • Sharing: only with the CRA and Revenu Québec as part of your filings. We never sell your information.
  • Your rights: you can access, correct or delete your information by writing to info@exactopro.ca.
  • Person in charge of the protection of personal information: the owner of Exacto - Tenue de livres, reachable at info@exactopro.ca.