Skip to content

Legal documents

Our policies, agreements and procedures, freely available. You should not have to ask us in order to know what we do with your data.

Last updated : August 8, 2026

We host bookkeeping, payroll records and, for some clients, health information or documents covered by professional privilege. That level of trust cannot be requested — it has to be demonstrated. So here are the documents that govern our work, published rather than kept in a filing cabinet.

Any document you cannot find here is available on request at [email protected] . We respond within thirty days, and usually much sooner.

Personal information protection

Privacy policy

What information we collect, why, who it is shared with, where it is hosted and what your rights are.

View PDF

Personal information governance policy

The internal framework required by section 3.2 of Law 25: roles, information life cycle, security, training, sanctions.

View PDF

Retention and destruction policy

How long each category of record is kept, and how it is destroyed afterwards.

View PDF

Policy — health information

The heightened rules that apply to clinics, practitioners and care organizations, and the exact division of responsibilities.

View PDF

Confidentiality incident procedure

What we do in the hours following an incident, who is notified and within what timeframe.

On request

Privacy impact assessment

The assessment required by section 17 before any transfer of information outside Quebec.

On request

Contractual documents

Terms of use

The agreement governing your subscription. Available on the site at all times.

On request

Personal information processing agreement

The bilateral undertaking we sign with you: what we do with your data, who touches it, what you take back if you leave.

On request

Service level agreement

Target availability, support response times, maintenance windows and applicable credits.

On request

Confidentiality agreement

The template we sign with partners, freelancers and subcontractors.

On request

Communications and internal practices

Anti-spam policy

How we obtain your consent before writing to you, and how you unsubscribe.

View PDF

Harassment prevention policy

Our policy on preventing psychological and sexual harassment and handling complaints.

On request

A question, a request, a complaint

Our privacy officer is Guillaume Régimbald , founder and president. Write to him at [email protected] or call 1 418 935-1300.

You may also contact the Commission d’accès à l’information du Québec, cai.gouv.qc.ca , at any time and without going through us.