Last updated · 2026
Privacy Policy
This policy explains what information the practice collects, why it is collected and how it is protected.
Information we collect
We collect the contact details, tax information and documents you provide through the intake assistant, contact form and client portal. We also collect basic technical data such as browser type for security and performance purposes.
How information is used
Your information is used solely to deliver accounting and tax services: preparing filings, corresponding with the Canada Revenue Agency on your behalf, scheduling appointments and communicating with you.
Storage and security
Documents are held in encrypted private storage with per-client access controls. Only you and the practice can access your folder. Access is logged and permission-checked on every request.
Disclosure
We do not sell or rent personal information. Information is disclosed only with your consent, or where required by law or professional regulation.
Retention
Records are retained for the period required by the Income Tax Act and Accountant professional standards, then securely destroyed.
Your rights
You may request access to, correction of, or deletion of your personal information at any time by contacting the office.