Privacy Policy
How we handle information across our services, learning platform and website.
Last updated: October 11, 2026
Scope of this notice
This notice covers shalala.ca, SHALALA Learn, business-service inquiries and optional updates. It explains what we collect, why we use it and how to contact us about your choices.
Use the section for the service you use. The shared privacy practices at the end apply across SHALALA.
1. SHALALA Services
Managed bookkeeping: fit-check enquiries
The Shalala Fit Assessment asks for your name, business name, email, province and general information about your business, bookkeeping, service needs, budget and preferred start time. Its purpose is to assess whether your business fits our current service model and capacity and, where appropriate, send next steps in writing.
Business assessments: Assess My Business
The separate Assess My Business form collects contact and business details, location, industry, team size, business stage, systems, workflows, challenges, reporting needs, decision ownership, preferred timing and optional revenue and improvement-budget bands. We use this information to review your request and propose an appropriate next step. Supply only information relevant to the inquiry.
Public forms: what not to submit
Do not include bank statements, banking passwords, account or credit-card numbers, SINs, tax documents, payroll records or other sensitive financial information in the assessment or general website inquiries. There is no public file-upload field.
How service enquiries are handled
Public form submissions are routed through SHALALA's form and email workflow for review. Website hosting, form processing and email providers may process the information needed to deliver and operate this workflow. Access is limited to people and providers who need it for the stated purposes. Public forms are not a secure document exchange for bookkeeping records.
Managed bookkeeping: client records and onboarding
If you are accepted as a client, sensitive bookkeeping documents are requested through the approved secure bookkeeping workflow after onboarding. The engagement and onboarding instructions describe how to provide records and QuickBooks Online accountant access. Never share your QuickBooks password.
2. SHALALA Learn
Courses, learner records and checkout
When you enroll through Thinkific, information may include your name, email, account details, enrolled courses, purchase and transaction records, course progress, assessment responses and results, reflections, and completion certificates. We use these records to provide access, deliver learning, administer assessments and completion, respond to support requests and maintain relevant learning and transaction records. Avoid including confidential client or employer information in course responses.
Thinkific and its associated service providers process information needed to operate the learning platform and checkout. Payment details are entered through the checkout and processed by the payment services used there. Do not send payment-card details by email or through our website forms. Consult the privacy notices presented by those services for their handling of information.
3. SHALALA Spotlight
Applications, features and media permissions
The Spotlight application collects your contact details, business name, city and province, business story, optional website or social links, optional links to media, and your permissions and preferences. We use this information to assess applications, follow up in writing and, if selected, create and promote a Spotlight feature. Applying does not guarantee selection or subscribe you to marketing.
Contact details and unpublished application answers are used to administer your application. Information and media selected for a feature may be published on shalala.ca, YouTube and SHALALA's social channels under the permissions you provide. SHALALA follows up with selected applicants in writing before publication. Share only material you own or have permission to provide, and tell us about anything you do not want mentioned or shown.
You may contact cpa@shalala.ca to correct application details or withdraw permission for future use. We will explain what can be stopped or removed from channels we control. Copies already shared, downloaded or retained by third parties may remain outside our control. Public platforms and any media-sharing service you choose have their own privacy practices.
4. Website enquiries and optional updates
Website operation and enquiry tools
The website uses hosting, analytics and customer-relationship tools to operate the site, understand usage and manage inquiries. These tools may process technical and usage information such as IP address, device and browser information, page interactions and cookie or similar identifiers. Current providers may include Hostinger, Google services used through Site Kit, and HubSpot. Their services may process information outside your province or outside Canada. You do not need to create a public account or subscribe to marketing to complete the assessment.
Optional learning updates and email consent
The JUDGMENT, TESTED. updates form collects your email, jurisdiction and, if provided, first name. We use this information to send the module, regional-edition and learning-resource updates you request. Brevo is used to manage subscriptions and email delivery. Subscription records may include your consent, confirmation status and delivery or email-interaction information.
Enrollment in a course or submission of a business inquiry does not by itself subscribe you to marketing. Updates require a separate opt-in. Where the form uses double opt-in, confirm your email using the confirmation message. You can unsubscribe using the link in an updates email or contact us. Unsubscribing from marketing does not cancel a course enrollment or necessary account, purchase or service communications. We may retain a limited suppression and consent record to respect your choices.