Privacy Policy

Last Updated: January 2025

Montivo ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our accounting and tax services.

Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access our website or use our services.

Information We Collect

Personal Information You Provide

We may collect personal information that you voluntarily provide to us when you:

• Request information about our services
• Fill out contact forms on our website
• Engage us for accounting, bookkeeping, tax planning, payroll, or related services
• Communicate with us via email, phone, or other channels

This information may include:

• Name and contact details (email address, phone number, mailing address)
• Business name and business contact information
• Financial records and documents necessary for providing our accounting services
• Tax identification numbers and related documentation
• Employment and payroll information (when providing payroll and HR accounting services)
• Any other information you choose to provide

Information Collected Automatically

When you visit our website, we may automatically collect certain information about your device and your visit, including:

• IP address
• Browser type and version
• Operating system
• Pages visited and time spent on pages
• Referring website addresses
• Other standard web log information

How We Use Your Information

We use the information we collect for the following purposes:

• To provide our accounting, tax, bookkeeping, payroll, and consulting services
• To respond to your inquiries and communicate with you
• To process transactions and maintain records as required for our services
• To comply with legal and regulatory obligations
• To improve our website and services
• To send you relevant information about our services (with your consent where required)

Disclosure of Your Information

We may share your information in the following circumstances:

• **With service providers:** We may share information with third-party vendors who perform services on our behalf, such as cloud-based accounting software providers and electronic document management systems, to the extent necessary for them to provide their services.
• **For legal compliance:** We may disclose information when required by law, regulation, court order, or other legal process, or when necessary to comply with tax authorities or other regulatory bodies.
• **With your consent:** We may share your information with third parties when you have given us explicit consent to do so.
• **Business transfers:** In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

We do not sell your personal information to third parties.

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. Our cloud-based solutions and electronic document management systems are selected with security as a priority.

However, no method of transmission over the internet or electronic storage is completely secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, including to satisfy legal, accounting, or reporting requirements. The retention period may vary depending on the context of our services and our legal obligations.

Financial and tax records are retained in accordance with applicable legal and regulatory requirements in Canada.

Your Rights

Depending on your location, you may have certain rights regarding your personal information, including:

• The right to access the personal information we hold about you
• The right to request correction of inaccurate information
• The right to request deletion of your information (subject to legal retention requirements)
• The right to withdraw consent where processing is based on consent

To exercise any of these rights, please contact us using the information provided below.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience. You can set your browser to refuse cookies or alert you when cookies are being sent. If you disable cookies, some features of our website may not function properly.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child, we will take steps to delete that information.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.

Contact Us

If you have questions or concerns about this Privacy Policy or our privacy practices, please contact us at:

Montivo

47 Granville St, Vancouver, BC V6C 1T2, Vancouver, Canada

Email: contact@montivo.pro

Phone: +1 604-555-0141

Office Hours: Mon-Fri 9:00 AM - 8:00 PM