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Home / Privacy Policy
How we collect, use, protect and disclose your personal information.
PLACEHOLDER — replace this with your firm's reviewed privacy policy. This page is required for signup consent and should describe your practices under Canada's Personal Information Protection and Electronic Documents Act (PIPEDA). Last updated: [date].
We collect personal information you provide when you create an account, request our services, or contact us — such as your name, email address, phone number, business details, and the financial documents you upload to your client portal.
We use your information to deliver accounting, tax and bookkeeping services, to communicate with you about your engagements, and to meet our legal and regulatory obligations. We use it only for the purposes for which it was collected, unless you consent to another use or the law permits it.
We keep your personal information only as long as needed for the purposes above and to satisfy professional and tax record-keeping requirements, after which it is securely deleted or anonymised.
Under PIPEDA you may request access to the personal information we hold about you and ask us to correct it if it is inaccurate. Contact us using the details below and we will respond within the timeframes required by law.
Questions about this policy or your personal information? Contact our privacy officer at [email] or by mail at [address]. You may also contact the Office of the Privacy Commissioner of Canada.