Privacy Policy

Who we are. Steer the Books is a fixed-asset management and CRA Capital Cost Allowance application operated by Piste Blanche Consulting LLC. Contact: support@steerthebooks.com.

What we collect. Account & signup details (name, company, work email, phone), the asset, financing and document data you enter, billing/payment metadata, demo-request submissions, and standard security logs. We do not sell personal data.

How we use it. To provide the service: depreciation, reporting, lease/loan tracking, document storage, billing, responding to demo requests, and account security (including two-factor authentication).

Payment processing. Card payments are processed by Stripe, Inc. We never see or store your full card number; Stripe handles it under its own privacy terms.

Security. Data is hosted in Canada, encrypted in transit (TLS) and at rest. Access requires a password and a one-time code (2FA). We never ask for your password or codes by email or phone.

Your choices. You can request export or deletion of your data by emailing us. Customers retain access to export their ledgers after cancellation.