Privacy Policy

Effective Date: October 29, 2026 • Blocta Financial Technologies & Advisory Inc. ("Blocta", "we", "us", or "our") is committed to protecting your personal, corporate, and mobile communications privacy in accordance with Canadian privacy legislation (PIPEDA) and A2P 10DLC messaging standards.

Scope & Commitment to Confidentiality

This Privacy Policy explains how Blocta Financial Technologies & Advisory Inc. collects, uses, stores, and safeguards information obtained from visitors, prospective clients, and partner clients across https://blocta.com, our digital consultation channels, and our live chat and SMS messaging services. As an integrated accounting, tax, wealth advisory, and insurance firm, we adhere to strict professional confidentiality standards alongside Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) and Canadian Anti-Spam Legislation (CASL).

Mobile Messaging, SMS & A2P Non-Sharing Policy

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

If you provide your mobile phone number through our website chat widget, scheduling tools, or client intake forms and opt in to receive SMS or MMS text messages from Blocta, your mobile number and opt-in consent record are strictly protected. We never sell, rent, loan, trade, lease, or transfer phone numbers or SMS consent data to any external marketing companies, lead aggregators, or unaffiliated third parties.

Information We Collect

We collect only the information reasonably necessary to deliver corporate accounting, tax architecture, wealth advisory, insurance structuring, and responsive client support:

  • Contact & Identity Information: Your full name, business or corporation name, email address, and telephone/mobile number when you initiate a live chat conversation, request a consultation, or communicate with our team.
  • Corporate & Advisory Context: Information you voluntarily share regarding your corporate structure, revenue stage, accounting software, tax objectives, or insurance and estate goals.
  • Communication Records: Transcripts of live chat messages, SMS opt-in/opt-out timestamps, email correspondence, and appointment preferences.
  • Technical & Usage Telemetry: Standard browser type, IP address, device viewport, and page interaction metrics collected via essential cookies to maintain website security and performance.

How We Use Your Information

We use the information we collect strictly for the following purposes:

  • To respond to your live chat inquiries, consultation requests, and client support questions.
  • To send transactional and service-related SMS text messages (such as appointment confirmations, meeting reminders, and direct two-way advisory support replies) when you have explicitly consented to receive them.
  • To perform accounting compilations, corporate (T2) and personal (T1) tax filings, wealth modeling, and insurance underwriting analysis under formal client engagement.
  • To comply with Canada Revenue Agency (CRA), provincial CPA bodies, and financial/insurance regulatory obligations.

SMS Opt-Out & Communication Preferences

You have full control over your communication preferences at all times:

  • To Stop SMS Messages: Reply STOP, UNSUBSCRIBE, or CANCEL to any text message from Blocta to immediately opt out of further SMS communications. You will receive one final confirmation text verifying your opt-out.
  • To Request Assistance: Reply HELP to any text message or email us directly at info@blocta.com.
  • Email Unsubscribe: You may opt out of any non-transactional email communication by clicking the unsubscribe link or emailing info@blocta.com.

Data Security, Retention & Subprocessors

Blocta employs 256-bit SSL/TLS encryption in transit, encrypted cloud storage at rest, and strict role-based access controls. When we utilize vetted infrastructure providers (such as cloud hosting, CRM, and telecommunications carriers solely to route your messages or host your client portal), those subcontractors are contractually bound to safeguard your data and are prohibited from using your personal or mobile information for any independent purpose.

Your Privacy Rights & Contact Information

Under Canadian privacy law, you have the right to request access to, correction of, or deletion of your personal information held by Blocta, subject to statutory tax and accounting record-retention requirements. For any privacy inquiries, data requests, or questions regarding this Privacy Policy, please contact our Privacy Officer:

Blocta Financial Technologies & Advisory Inc.
Email: info@blocta.com
Website: https://blocta.com