PalmUpLife Accounting Services Inc.
Last updated: July 27, 2026
PalmUpLife Accounting Services Inc. (“PalmUpLife,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, book an appointment, or use our accounting services. We handle personal information in accordance with Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA) and Canada’s Anti-Spam Legislation (CASL).
If you provide your mobile number and opt in, you consent to receive text (SMS) messages from PalmUpLife. Two separate consents may apply: transactional messages (e.g., appointment confirmations and reminders, account updates); and marketing messages (e.g., offers and updates) — optional, and only sent if you separately opt in.
Message frequency varies. Message and data rates may apply. You can reply STOP at any time to unsubscribe, or HELP for assistance. Consent to receive messages is not a condition of purchasing any service.
We do not sell, rent, or share your mobile phone number or SMS consent with any third parties or affiliates for their own marketing or promotional purposes. Mobile opt-in information is used solely to deliver the messages you have requested from PalmUpLife.
Automated assistant. Some calls to our phone line and some conversations in the chat window on our website are handled by an automated assistant rather than a person. It will tell you it is automated if you ask. The assistant answers general questions about our firm and books appointments; it does not provide tax, accounting, or eligibility advice, and it cannot access your client file. You may ask to speak with a member of our team at any time.
What we keep. We keep a written record of these calls and chats — including a transcript of what was said, any contact details you provide, and the appointment or enquiry that resulted. We use these records to respond to you, to schedule and confirm appointments, to keep an accurate record of what was discussed, and to review and improve the quality of the assistant.
Please do not share sensitive details this way. Do not provide your Social Insurance Number, full banking details, or tax documents by phone, chat, or text message. Where we need information of that kind, we will send you a secure link.
Records of calls and chats are held in our CRM and booking platform and are subject to the storage, sharing, retention, and access provisions in Sections 6, 7, and 9 of this Policy.
We do not sell, trade, or rent your personal information. We may share your information with trusted service providers who help us operate our business (such as our CRM platform, scheduling tools, and payment processor), provided they are bound to keep your information confidential and use it only to provide services to us. We may also disclose information if required by law, regulation, court order, or to protect our rights, safety, or property. Mobile/SMS opt-in data is never shared for third-party marketing (see Section 4).
Storage and processing outside Canada: Some of our service providers — including our CRM and booking platform and our payment processor (Stripe) — store and process information on servers located in the United States. Information held outside Canada is subject to the laws of that jurisdiction and may be accessible to its courts, law enforcement, and regulatory authorities. We remain accountable for your personal information while it is in the care of these providers, and we require that they protect it with safeguards comparable to our own.
We retain your personal information only for as long as necessary to fulfill the purposes described in this Policy and to meet our legal, regulatory, and professional record-keeping obligations. Client and financial records may be retained for the periods required under applicable tax and accounting rules.
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure. Given the sensitive nature of financial information, we take care in how documents are collected and stored. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
To exercise any of these rights, contact us using the details in Section 13.
Our website may use cookies — small text files stored on your device — to improve functionality and analyze usage. You can control cookie settings through your browser. Disabling cookies may affect certain website features.
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites and encourage you to review their privacy policies.
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated “Last updated” date. Your continued use of our website or services after changes constitutes acceptance of the updated Policy.
If you have questions about this Privacy Policy or how we handle your information:
PalmUpLife Accounting Services Inc.
4631 Shell Rd, Unit 170, Richmond, BC V6X 3M4
Email: [email protected]
Phone: 604-377-6967
Website: www.palmuplife.com
© 2026 PalmUpLife Accounting Services Inc. All rights reserved.