Privacy Policy
Online Accountant respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Disclaimer explains how we collect, use, disclose, and safeguard your personal information in accordance with the requirements of the Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable privacy laws.
Collection of Personal Information:
We may collect personal information from you when you interact with us, such as when you visit our website, contact us through forms or email, participate in surveys or market research, or engage with our products and services. The types of personal information we may collect include but are not limited to: name, contact information (such as email address, phone number, and mailing address), demographic information, and transactional data.
Use of Personal Information:
We use the personal information we collect for the following purposes:
To provide and deliver products and services to you. To communicate with you, respond to your inquiries, and provide customer support. To personalize your experience and tailor content and offerings to your preferences. To conduct market research, surveys, and analysis to improve our products and services. To comply with legal obligations and enforce our rights.
Disclosure of Personal Information:
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We may disclose your personal information to third parties in the following circumstances:
With your consent or as otherwise permitted or required by law. To service providers who assist us in operating our business and providing services to you. To comply with legal obligations, such as in response to a court order or lawful request from government authorities.
Data Security:
We implement reasonable security measures to protect your personal information from unauthorized access, use, disclosure, alteration, or destruction. However, please be aware that no method of transmission over the internet or electronic storage is completely secure.
Retention of Personal Information:
We retain personal information only for as long as necessary to fulfill the purposes for which it was collected, or as required by law.
Your Rights:
You have the right to access, correct, update, or delete your personal information held by us. If you have any questions or requests regarding your personal information, please contact us using the information provided below.
Changes to this Privacy Disclaimer:
We may update this Privacy Disclaimer from time to time to reflect changes in our practices or legal requirements. We encourage you to review this Privacy Disclaimer periodically for any updates.
Contact Us:
If you have any questions, concerns, or complaints about our handling of your personal information or this Privacy Disclaimer, please contact us at: (587) 686-6888
Fast Setup
Get fully onboarded in 48 hours with bank sync, tailored chart of accounts, and a prioritized checklist so your books start driving decisions immediately.
Proactive Tax
We identify quarterly savings and industry-specific deductions during monthly reviews so you pay less tax while staying audit-ready year round.
Secure Portal
Encrypted document exchange and multi-factor access ensures sensitive financial data stays protected while your advisor works proactively on your numbers.
Services Tailored for Professionals
We bundle bookkeeping, automated payroll, tax strategy, and quarterly advisory into a predictable monthly fee so you get expert finance operations without administrative overload.
- Dedicated account manager
- Monthly financial review
- Tax-optimization roadmap
1. Quick Audit
We run a focused 20-minute review of your current books and filings to surface immediate compliance risks and saving opportunities.
2. Action Plan
Receive a prioritized checklist with three near-term tax moves plus smoothing recommendations to stabilize your monthly cash flow.
3. Ongoing Reviews
Monthly checkpoints and quarterly tax planning keep your books accurate and give you actionable recommendations for growth and tax efficiency.
48h
Average onboarding time
94%
Client retention rate
$12K
Average annual tax savings
30+
Professional clients served
What Professionals Say
Because of their attention to industry-specific deductions and monthly reviews, I reduced my annual tax bill and finally stopped scrambling each quarter. The advisor explained every step clearly.
— Laura M., Independent Consultant
Free Consultation + Checklist
Schedule a free 30-minute consultation and receive a customised tax-efficiency checklist. No hard sell — just actionable steps you can put in place this quarter.
Frequently Asked Questions
How long is the consultation?
The free consultation is 30 minutes: a focused review to identify quick wins and determine whether our services fit your needs.
Do you handle payroll?
Yes — payroll setup, automated runs, and year-end filings are available as part of our service bundles.
What documents do I need?
Recent bank statements, prior year tax return, and any invoicing software access are helpful; we’ll send a short checklist when you book.
Online Accountant, LLP is a registered accounting partnership under the laws of the province of Alberta. Online Accountant, LLP is certified by the Chartered Professional Accountants of Alberta.
Contact Us
+1 800-811-6017
(587) 686-6888
17510 107 Ave NW Unit 201, Edmonton, AB T5S1E9
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