Privacy Policy

1. Information We Collect

We collect information that is necessary to provide professional accounting and tax services. This includes:

A. Information you provide directly

• Identity and contact details (name, email, phone, postal address)
• Business and tax information (business numbers, corporate information, tax identifiers)
• Financial details needed to prepare returns or payroll (bank account information, payroll data)
• Client documents and supporting records (invoices, receipts, contracts)
• Sensitive identifiers when required to complete filings or payroll (for example, Social Insurance Numbers) — only collected when necessary and with clear purpose and consent.

B. Automatically collected information

• Technical and usage data when you visit our website (IP address, browser type, pages visited, time on site)
• Cookies and analytics data used to improve our site and services

2. How We Use Your Information

We use personal information to:

• Provide professional services (tax filings, payroll, bookkeeping, advisory)
• Communicate with you, schedule meetings, and send invoices
• File returns and interact with government agencies on your behalf when you authorize us
• Operate and improve our website and client portals
• Meet legal, regulatory or professional obligations

We do not sell or trade your personal information for marketing lists.

3. Legal basis & consent

Where required under Canadian privacy law (PIPEDA), we will collect, use and disclose personal information only with your knowledge and consent, except where otherwise permitted or required by law.

4. Sharing and disclosures

We may share information with:

• Government or tax authorities (e.g., Canada Revenue Agency) when filing returns or responding to legal requests
• Trusted third-party service providers who support our work (cloud accounting platforms, payroll providers, payment processors, hosting and email services)
• Professional advisors and subcontractors engaged to perform services for you
• Law enforcement, courts or regulators when legally required

All third parties are contractually required to protect the confidentiality and security of your information and to use it only for the purposes we authorize.

5. International transfers

Some service providers may host or process data outside Canada. When that happens, we will take reasonable steps (contracts, technical safeguards) to protect your personal information.

6. Data retention

We retain client records and supporting documents in accordance with legal and regulatory requirements. As guidance, tax records should generally be kept for a minimum of six (6) years from the end of the tax year to which they relate. We may retain certain records for longer where required by law or professional practice.

7. Security

We maintain administrative, physical, and technical safeguards to protect information against unauthorized access, disclosure, alteration or destruction. These measures include access controls, encryption of data in transit and at rest where feasible, and staff training on privacy and security.

8. Data breaches

If personal information is subject to a breach that poses a real risk of significant harm, we will follow our breach response plan and notify affected individuals and the Office of the Privacy Commissioner of Canada as required by law. Notifications will include the nature of the breach, the information involved, and steps we have taken to reduce harm.

9. Your Rights

Under Canada’s privacy framework (including PIPEDA) you generally have the right to:

• Access the personal information we hold about you
• Request corrections to inaccurate or incomplete information
• Withdraw consent to particular uses of your information (subject to legal or contractual limits)

To exercise your rights, contact us via the details above. We will consider requests in accordance with applicable law.

10. Cookies & analytics

We use cookies and analytics tools (for example Google Analytics) to understand site usage and improve performance. You can control cookies through your browser settings, but some features may not work if cookies are disabled.

11. Children

Our services are not directed at children and we do not knowingly collect personal information from minors.

12. Updates to this policy

We may update this policy to reflect changes in our practices or legal requirements. We will post the revised policy on this page with an updated effective date.