Privacy Policy

Certa Finance ("we", "us", "our") is committed to protecting the personal information of our clients and website visitors. This policy explains what data we collect, how we use it, and your rights.

1. Information We Collect

• Contact information (name, email, firm name) submitted via our enquiry form
• Client entity data shared for bookkeeping and advisory engagements
• Usage data collected via standard web analytics (page views, referral source)

2. How We Use Your Information

• To respond to enquiries and deliver contracted services
• To communicate about your engagement (deliverables, queries, invoices)
• To improve our website and service quality

3. Data Sharing

We do not sell, rent, or share your personal information with third parties, except as required by law or with your explicit consent. Subcontractors engaged on your file are bound by the same confidentiality obligations as Certa Finance.

4. Data Security

All data is transmitted via encrypted channels. Client engagement data is stored only for the duration of the engagement and deleted or returned upon completion. We do not retain client financial data beyond the agreed engagement term.

5. PIPEDA Compliance (Canadian Clients)

For Canadian engagements, we comply with the Personal Information Protection and Electronic Documents Act (PIPEDA). A Data Processing Addendum is available on request.

6. Your Rights

You may request access to, correction of, or deletion of any personal information we hold about you at any time. Contact us at hello@certafinance.com.

7. Contact

For any privacy-related queries: hello@certafinance.com