Account
Personal info
Business profile
How the CRA sees you
Used on invoices and your year-end pack
Based on $30k+ revenue threshold
Tax profile
Province & deductions
Used to calculate combined federal + provincial tax
Sets reserve % (currently 28%)
Ratio: 17% (auto-applied to household bills)
Invoicing
Business details
These appear in the “from” block on every invoice you issue. You can override them on an individual invoice if you need to.
Entering a number here marks you as registered, and GST will be charged on
Canadian clients. Invoices already issued keep whatever was correct at the time.
Email notifications
What we email you about
HST/GST filing reminders
7, 3, and 1 day before each filing deadline. Includes the draft return and what you owe.
Transactions that need review
When we can't classify something automatically — like a mixed-geography Patreon payout.
T1135 threshold alerts
When your foreign property approaches or crosses the $100,000 CAD threshold.
Weekly digest
Every Monday morning: revenue, tax reserve, what needs your attention. Most popular email.
Big brand deal detected
When we see a deposit $1,000+ that looks like sponsorship income, so you can confirm it's classified right.
CSV upload nudges
A reminder around the 15th of each month for platforms like TikTok and Amazon Associates.
Product updates & tax news
CRA rule changes that affect creators. New LoonieLedgr features. Roughly once a month.
Marketing & partner offers
Occasional partner discounts on creator tools. Disabled by default.
Push · browser & mobile
Real-time alerts
Critical alerts only
HST filing due in 24h, T1135 threshold crossed, security alerts. Nothing else.
New payout detected
A little gold-bar moment when YouTube AdSense or Patreon deposits land. Tap to see the tax breakdown.
Integrations
Slack notifications
Available on the Incorporated plan. Pipe HST due reminders, T1135 alerts, and the weekly digest into a Slack channel of your choice — useful if you have a team or work with a virtual CFO.
Encryption & data location
Where your data lives
Region
Supabase Canada Central — AWS ca-central-1 (Montréal). Your bookkeeping data stays in Canada. Backups stay in-region.
Encryption
AES-256 at rest, TLS 1.3 in transit. We never store platform passwords — connections use read-only OAuth tokens you can revoke at any time.
Compliance framework
PIPEDA (federal), PIPA (BC), Law 25 (QC). No SOC 2 audit has been undertaken; we'll update this page if that changes.
Data retention
Active subscription: full retention. After cancellation: 7-year archival (CRA audit window), then deletion.
Active sessions
Where you're logged in
MacBook Pro · Safari
iPhone 16 · LoonieLedgr app
Your data rights · PIPEDA / Law 25
Export, share, or delete
Download everything
A complete archive of your data — transactions, classifications, audit trails, year-end packs, invoices. CSV + JSON.
Transaction-level audit trail
Every classification we made and the CRA citation used. Useful for an audit response.
Permanent
Delete account
Cancels your subscription and removes your access. Your data is retained for 7 years per CRA audit-window requirements, then permanently deleted. You can request immediate deletion (excluding any data we are legally required to retain) by emailing privacy@loonieledgr.ca.