WMS Bookkeeping Privacy Policy Last updated: October 7, 2026 Who we are WMS Bookkeeping, operated by Weste Management Services Ltd. (“WMS,” “we,” “us”), is a bookkeeping and financial management firm based in Ontario, Canada. This policy explains what personal information we collect through wmsbookkeeping.com, why we collect it, and what we do with it. We follow Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA). Short version: we only collect what we need, we tell you why, and we don’t sell it. What we collect Information you give us. When you fill out a contact form, book a call, or email us, we collect what you share: usually your name, email, phone number, business name, and details about what you need help with. Information collected automatically. When you visit the site, we collect basic technical data like your browser type, device, IP address, pages visited, how you got here, and time on site. This helps us understand how the site is used. It doesn’t tell us who you are. We don’t ask for financial records, banking details, or sensitive information through this website. Please don’t send them through our contact forms. How we use it We use your information to: Respond to your inquiry and book calls Figure out whether we’re a good fit to work together Send you information you’ve asked for Improve the website and see which content is useful By submitting a form, booking a call, or contacting us, you consent to us using your information for these purposes. If we ever send marketing emails, we’ll only do it with your consent and every email will have an unsubscribe link, as required by Canada’s Anti-Spam Legislation (CASL). We don’t sell, rent, or trade your personal information. Who we share it with We only share information with service providers that help us run the website and our business. They’re only allowed to use it to provide services to us. Showit, our website platform, which hosts the site, processes form submissions, and provides basic site statistics Google Analytics, which helps us understand site traffic Calendly, if you book a call with us We may add or change tools over time, including email platforms, advertising and tracking tools (like pixels), and software with AI features. This policy applies to any of them, and we’ll update the list above as things change. Some of these providers store data outside Canada, including in the United States. Information stored there may be subject to the laws of that country. We may also share information if required by law, such as in response to a court order. Cookies Cookies are small files saved to your browser. We use them to keep the site working properly and, through analytics tools, to see how people use it. You can block or delete cookies in your browser settings. The site will still work, though some features may not. By continuing to use the site, you agree to our use of cookies as described in this policy. How we protect and keep it We use reasonable safeguards to protect your information, including secure, password-protected systems and limiting access to team members who need it. No system is 100% secure, but we take this seriously. Handling sensitive information carefully is core to what we do. When we use third-party software, tools, or AI, we take reasonable and industry-standard steps to protect your information. That means choosing providers with adequate privacy and security practices, sharing only what’s needed for the task, and not putting confidential information into tools that don’t protect it appropriately. We keep inquiry information only as long as we need it. If we don’t end up working together, we delete it within 24 months. If you become a client, it’s handled under your client agreement. Your rights You can: Ask what personal information we have about you Ask us to correct it if it’s wrong Withdraw your consent and ask us to delete it Unsubscribe from our emails at any time Just email us at the address below. We’ll respond within 30 days. If you’re not happy with how we handled your request, you can contact the Office of the Privacy Commissioner of Canada. Client financial information This policy covers the website only. Financial records and other information we handle as part of client work are governed by our client engagement agreement and confidentiality obligations. Changes to this policy We may update this policy as our business or the law changes. The date at the top shows when it was last updated. Contact us Questions, requests, or concerns about privacy go to our Privacy Officer: Anora Weste, Privacy Officer Weste Management Services Ltd. (operating as WMS Bookkeeping) [email protected]