Who we are and what this policy covers

This policy explains what personal information we collect through keepwhatsyours.ca, why we collect it, and the choices you have.

This website is operated by Louis T. Picco Inc, also known as Louis Picco, CPA ("we", "us"), a professional accounting practice in North Vancouver, British Columbia. We handle personal information in line with British Columbia's Personal Information Protection Act (PIPA) and, where it applies, Canada's Personal Information Protection and Electronic Documents Act (PIPEDA).

This policy covers visitors to the website and people who contact us through it.

Information we collect

We collect only what you give us or what your browser shares when you use the site.

How you interact with us	What we collect
Contact form	Your name, email address, phone number (if you provide it), your message, and anything else you choose to include
Browsing the site	IP address, device and browser type, pages viewed, referring page and approximate location, collected through cookies and analytics
Email or phone	Whatever you choose to send or tell us

Please don't send your Social Insurance Number, bank details, or tax returns through the contact form or by regular email. We will arrange a secure method once we begin working together.

How we use your information

We use your information to respond to you and to run our practice, and for nothing unrelated to that.

• Respond to your inquiry and schedule discovery calls.
• Judge whether our services are a good fit before a call, using the intake questions you answer.
• Provide and bill for services you have engaged us to deliver.
• Understand how the website is used, and which pages or campaigns lead to inquiries, so we can improve it.
• Meet legal, regulatory and professional requirements.

We collect and use your information with your consent, which you give by submitting a form, booking a call or continuing to use the site after seeing our cookie notice. We do not sell or rent personal information.

Cookies and analytics

We use cookies and similar technologies to keep the site working and to understand how it is used.

We use Google Analytics 4 to measure visits, such as which pages are viewed, what type of device is used and the approximate location of visitors. We use Google Tag Manager to manage these tools and to record actions like form submissions and clicks on our phone number, email or Client Portal link. This information is used in aggregate and we do not use it to identify you personally.

We don't currently use advertising or remarketing cookies. If that changes, we will update this policy first.

You can control cookies in these ways:

• Use the choices in our cookie banner.
• Change your browser settings to block or delete cookies.

Blocking cookies will not stop you from using the site, though some features may work less smoothly.

Who we share information with

We share information only with providers who help us run the website and the practice, and only as needed for that purpose.

Provider type	Why we use them
Website hosting	Stores the website and the form submissions it receives
Email services (such as Google and Microsoft)	Deliver form notifications to us and carry our email correspondence with you
Google (Analytics, Tag Manager, Business Profile)	Website measurement, and our Google Business listing

We require these providers to protect your information and use it only to provide their service to us. We may also disclose information when the law requires it, when a regulator or professional body is entitled to it, or to protect our rights. We do not sell or rent personal information to anyone.

Where information is stored, how long we keep it, and how we protect it

Some of our providers, including Google, store or process information outside Canada, for example in the United States. Information held there may be accessible to courts and authorities under that country's laws.

We keep inquiries that do not become client engagements for [12] months, then delete them. For clients, we keep records for as long as our professional and legal obligations require, which is typically at least six years.

We use reasonable safeguards, including encrypted (HTTPS) connections, password-protected accounts with restricted access, and regular software updates. No method of transmission or storage is completely secure, which is another reason to avoid sending sensitive documents through the contact form or regular email.

Your choices and rights

You can ask us what personal information we hold about you, ask us to correct it, or withdraw your consent to our using it, by contacting us. Withdrawing consent may limit what we can do for you, and some information must be kept to meet legal or professional requirements.

If you are not satisfied with how we have handled your information, please tell us first so we can put it right.

Client Portal and external links

The Client Portal link in our menu opens a separate website run by a third-party provider, MyOnlineBookkeeping. That site has its own login, privacy policy and terms, and this policy does not cover what happens there.

Documents and information you upload to the portal as a client are handled under our engagement terms and our professional duty of confidentiality. Please use the portal, not the contact form or regular email, to send us financial documents.

The same applies to any other link on this site that leads to a different website, such as Google Maps or social media: we are not responsible for the privacy practices of those sites.

Changes to this policy and how to reach us

This policy was last updated on October 13, 2026. When we change it, we will post the new version on this page with a new date.

Questions, requests or concns about your personal information go to:

• Email:  louis@louispicco.com
• Phone: (604) 998-0545
  Fax: 604-998-0546
• Mail: Louis T. Picco Inc., 223 - 1433 Lonsdale Avenue
  North Vancouver, BC V7M 2H9