Privacy notice

What we collect

• When you request a snapshot or contact us: what you enter or send, such as your name, work email, organization, website, approximate number of Ontario employees, any message, and your consent choice.
• When you become a client: your organization’s details (legal name, employee count, existing policies and documents, website) and payment records. We don’t need employee health or medical information, and we never ask for your portal login.
• When you visit this site: analytics data, described below.

The snapshot request form

When you submit the form, your entries (and the page address you sent it from, including any campaign tags in the link) are relayed by FormSubmit (formsubmit.co), a form-forwarding service, to our email inbox. If the form can’t reach FormSubmit, it opens a pre-filled email in your email app instead, which you send yourself. We use the details only to prepare your snapshot and reply to you, follow up once at most unless you ask for more, and keep them according to the retention policy below.

Website analytics

We use Google Analytics to count visits and which buttons, links and forms are used, including which of our emails a visit came from. It uses cookies and IP-based approximate location; we don’t use it for advertising, and data sharing with Google for other purposes is turned off. Form contents (your name, email or message) are not sent to Google Analytics. You can block it with your browser settings or the Google Analytics opt-out add-on.

Checklist ticks

The printable checklist page saves your ticks in your own browser (local storage) so you can come back to them. They are never sent to us; clearing your browser data removes them.

Why we use it

To answer your enquiry, prepare your snapshot, deliver and invoice your package, and keep business records required by law.

Sharing

Only with service providers we use to run the business (email, form forwarding through FormSubmit, file storage, accounting and website analytics). We don’t sell personal information.

Retention

Client records are kept for 7 years for tax purposes. Enquiries and snapshot requests that don’t become clients are deleted within 12 months.

Email

If we contacted you about the AODA deadline, we used a business address your organization published. Reply “unsubscribe” or “no thanks” and we’ll stop. You can withdraw consent you gave on our form the same way.

Your rights

Ask us to access or correct your information, or to delete it where we don’t need to keep it, at hello@aodareport.ca.