Privacy & Policies
Last Updated: May 29, 2026
1. Introduction & Commitment
At CoreTally, your financial privacy and data integrity are our highest priorities. This Privacy Policy details how CoreTally Inc. ("we," "us," or "our") collects, safeguards, utilizes, and transfers personal and corporate financial data obtained when you interact with our website or cloud bookkeeping platforms.
2. Information We Collect
We collect information in several ways to support your business advisory accounts:
- Personal Credentials: Names, emails, corporate titles, telephone coordinates, and business addresses.
- Financial Client Records: Bank statements, general ledger balances, tax filings, transaction volumes, and payroll records required for cloud accounting.
- Application Analytics: IP addresses, software logs, browser types, and usage data gathered as you interface with our SaaS calculators.
3. Data Security & Encryption
We deploy bank-grade standard security infrastructure to safeguard your information. All transmission files and client ledgers are encrypted in transit via SSL/TLS protocols and locked at rest utilizing high-end AES-256 databases. Access within CoreTally is restricted solely to authorized specialists directly assigned to your bookkeeping accounts.
4. How We Use Information
Your details are strictly utilized to deliver CoreTally's solutions: providing precise financial consulting, processing payroll, compiling benchmarking reports, managing billing, processing newsletter dispatches, and maintaining SaaS tools. **We never sell, rent, or distribute client lists or corporate financial details to third-party advertisers.**
5. Sharing Data with Sub-processors
We only share client records with trusted third-party cloud integrations (such as QuickBooks Online, Xero, and payment gateways like Stripe) explicitly authorized by you and verified for rigorous compliance with secure legal policies.
6. Cookies and Tracking Technologies
We utilize standard functional cookies to preserve user settings, load maps dynamically, and track analytics scripts. You can disable cookies in browser options, although doing so might limit some responsive cloud portal capabilities.
7. Your Legal Rights
Depending on your jurisdiction (such as GDPR or Canadian PIPEDA requirements), you retain the right to query, inspect, correct, limit, or request the absolute deletion of your records from our databases. Contact our privacy team to initiate requests.
8. Revisions to Policies
We may update this Privacy Policy from time to time. If we deploy significant adjustments, we will post the updated document here with an adjusted date indicator.
9. Contact Privacy Office
For data queries or to initiate request access files, please contact us at:
CoreTally Inc. - Data Security
2000 McGill College Ave, 6e étage, Montreal, Quebec H3A 3H3
Email: privacy@coretally.com