Privacy Policy

Last Updated: May 27, 2026

Welcome to RidgePoint Consulting (“RidgePoint”, “we”, “our”, or “us”).

RidgePoint Consulting is committed to protecting your privacy and handling personal information responsibly and transparently. This Privacy Policy explains how we collect, use, store, and protect information when you visit our website, communicate with us, or use our services.

By using this website, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We may collect the following types of information:

Information You Provide Directly

Including when you:

  • Submit a discovery call request

  • Contact us by email or website form

  • Become a client

  • Upload documents or information through our systems

Examples include:

  • Name

  • Email address

  • Business name

  • Phone number

  • Business information

  • Financial and operational information relevant to our services

Automatically Collected Information

When you visit our website, certain technical information may be collected automatically, including:

  • IP address

  • Browser type

  • Device information

  • Pages visited

  • Time spent on the website

  • Referral sources

This information may be collected using cookies, analytics tools, or similar technologies.

2. How We Use Information

We use information to:

  • Respond to inquiries and requests

  • Schedule and manage discovery calls

  • Deliver bookkeeping, reporting, automation, and advisory services

  • Operate and improve our website and systems

  • Communicate with clients

  • Maintain security and prevent unauthorized access

  • Comply with legal and regulatory obligations

We only collect information reasonably necessary for these purposes.

3. AI, Automation & Technology Usage

RidgePoint uses secure automation and artificial intelligence (“AI”) technologies to improve efficiency, consistency, and service quality.

AI may assist with:

  • Transaction categorization

  • Pattern recognition

  • Internal summaries

  • Workflow automation

  • Draft reporting support

  • Data processing tasks

All AI-assisted outputs remain subject to human review and professional judgment.

RidgePoint uses enterprise-grade AI services hosted within Microsoft Azure environments designed to ensure client data:

  • Is not used to train public AI models

  • Remains isolated from unrelated users

  • Is processed within controlled environments

RidgePoint personnel do not process client information using public consumer AI tools for client work.

4. Third-Party Services & Providers

We may use trusted third-party providers to support our operations, including:

  • Microsoft

  • QuickBooks / Intuit

  • SharePoint

  • Power BI

  • Payment processors

  • Automation platforms

  • Cloud hosting providers

These providers may process information as part of delivering services to us.

While we take reasonable care in selecting providers, RidgePoint is not responsible for the independent privacy or security practices of third-party platforms.

5. Cookies & Analytics

Our website may use:

  • Cookies

  • Analytics tools

  • Embedded content

  • Tracking technologies

These technologies help us:

  • Understand website usage

  • Improve website performance

  • Measure marketing effectiveness

  • Maintain website security

You may disable cookies through your browser settings, though some website functionality may be affected.

6. Data Retention

We retain information only as long as reasonably necessary for:

  • Delivering services

  • Maintaining business records

  • Meeting legal, regulatory, or contractual obligations

  • Security and operational purposes

Client records are generally retained in accordance with applicable engagement agreements.

7. Data Security

RidgePoint implements commercially reasonable administrative, technical, and physical safeguards designed to protect information from unauthorized access, disclosure, loss, or misuse.

Security measures may include:

  • Access controls

  • Encrypted cloud platforms

  • Multi-factor authentication

  • Role-based permissions

  • Secure Microsoft-hosted environments

  • Audit logging and monitoring

However, no system or transmission method can be guaranteed to be completely secure.

8. Your Rights

Subject to applicable laws, you may request:

  • Access to personal information we hold about you

  • Correction of inaccurate information

  • Withdrawal of consent where applicable

  • Deletion of certain information where legally permissible

Requests may be submitted using the contact information below.

9. External Links

This website may contain links to third-party websites. RidgePoint is not responsible for the content, privacy practices, or security of external websites.

10. Children’s Privacy

This website and our services are intended for business and professional use and are not directed toward children under the age of 13.

11. Changes to This Policy

We may update this Privacy Policy periodically to reflect operational, legal, or technological changes. Updated versions will be posted on this page with a revised effective date.

12. Contact Information

If you have questions regarding this Privacy Policy or our handling of information, please contact:

RidgePoint Consulting
British Columbia, Canada

Email: support@ridgepointconsulting.ca