Effective date: July 28,2026
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01About this policy
This Privacy Policy describes how [LEGAL BUSINESS NAME], operating as Clearwise Reports (“Clearwise,” “we,” “us” or “our”), collects, uses, discloses, stores and protects personal information.
By using our website, contacting us, placing an order or submitting information or documents, you acknowledge the practices described in this policy.
02Information we collect
Depending on how you interact with us, we may collect:
- Your name, email address, telephone number and billing information.
- Property details, condominium corporation information and transaction-related information.
- Condominium documents, financial statements, meeting minutes, bylaws, reserve fund studies, insurance information and other files submitted for review.
- Communications, questions, feedback and customer-service records.
- Payment confirmation and transaction information. Full payment-card details may be handled directly by our payment processor rather than stored by us.
- Technical information such as IP address, browser type, device type, pages visited, referral source and website usage information.
03How we collect information
We may collect information directly from you through website forms, document uploads, email, telephone, payment pages and customer-support communications.
We may also receive information from a person acting with your authorization, such as a real estate agent, seller, property manager, lawyer or other representative.
04How we use information
We may use personal information to:
- Confirm, process and manage orders.
- Review submitted condominium documents and prepare reports.
- Communicate about missing documents, deadlines, questions and completed reports.
- Process payments, maintain accounting records and prevent fraud.
- Provide support and respond to inquiries.
- Improve our website, services, workflows and customer experience.
- Comply with legal, regulatory, insurance and record-keeping obligations.
- Send service-related messages and, where permitted, marketing communications.
05Consent
We collect, use and disclose personal information with consent where required by law. Consent may be express or implied depending on the sensitivity of the information, the purpose of collection and the surrounding circumstances.
You may withdraw consent to certain uses of your information by contacting us, subject to legal, contractual and operational limitations. Withdrawing consent may prevent us from completing or continuing a requested service.
06Document confidentiality
Documents submitted for review are used to provide the requested service, administer the customer relationship and meet legitimate business or legal requirements.
You are responsible for ensuring that you have the authority to provide submitted documents and personal information to Clearwise Reports. Please avoid submitting unrelated sensitive personal information that is not reasonably required for the review.
07Service providers and disclosure
We may disclose limited information to service providers that help us operate our business, such as website hosting, cloud storage, customer relationship management, email delivery, payment processing, analytics, cybersecurity and professional advisory providers.
Service providers are expected to use information only for authorized purposes and to apply appropriate safeguards. Information may also be disclosed where required by law, court order, regulatory process, insurance requirement or to protect legal rights, safety or security.
We do not sell submitted condominium documents or personal information.
08Automated and technology-assisted processing
We may use secure software and technology-assisted tools to organize documents, extract information, support quality-control procedures and help prepare reports. Human review and professional judgment remain part of our service process.
We take reasonable steps to limit the information provided to technology providers and to select services with privacy and security protections appropriate to the information being processed.
09Cookies and analytics
Our website may use cookies, pixels and similar technologies to maintain website functionality, understand traffic, measure performance and improve marketing. Browser settings may allow you to block or delete cookies, although some website features may not function properly afterward.
10Electronic communications
We may send messages necessary to complete your order or provide customer service. Promotional messages will be sent only where permitted by applicable law and will include an unsubscribe method where required.
11Storage and international processing
Information may be stored or processed in Canada or in another country where our service providers operate. When information is processed outside Canada, it may be subject to the laws and lawful-access requirements of that jurisdiction.
12Retention and deletion
We retain information only for as long as reasonably necessary to provide services, respond to questions, manage disputes, meet legal and accounting obligations, maintain business records and enforce agreements.
When information is no longer required, we may securely delete, destroy or anonymize it, subject to backup cycles and legal retention requirements.
13Security safeguards
We use reasonable administrative, technical and physical safeguards appropriate to the sensitivity of the information. However, no internet transmission, email system or storage platform can be guaranteed to be completely secure.
If a privacy incident occurs, we will assess and respond to it in accordance with applicable legal requirements.
14Access and correction
You may request access to personal information we hold about you or ask us to correct inaccurate information, subject to legal exceptions. We may need to verify your identity before responding.
15Third-party websites
Our website may link to third-party websites or services. Their privacy practices are governed by their own policies, and Clearwise Reports is not responsible for their content, security or privacy practices.
16Children’s information
Our services are intended for adults involved in condominium transactions or property-related matters. We do not knowingly collect personal information from children.
17Policy updates
We may update this policy from time to time. The revised version will be posted on this page with an updated effective date. Continued use of our website or services after an update means the revised policy will apply to future interactions.
18Contact and privacy questions
Questions, access requests, correction requests or privacy concerns may be directed to our Privacy Officer:
- Business: Clearwise Reports, operating as Clearwise Reports
- Email: [email protected]
- Province: Alberta, Canada