Last updated: [November 14, 2024]

[CPA Firm Name] (“we,” “us,” “our”) respects your privacy and is committed to protecting the personal information you provide when using our website, [Website URL] (the “Site”), and through any interactions related to our accounting services. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information in compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and any applicable provincial laws in Ontario.

1. Information We Collect

1.1 Personal Information: We may collect personal information necessary for our services, including your name, contact information (such as email, phone number, and address), and financial or tax-related information, which may be required for accounting, tax, or advisory purposes.

1.2 Usage Data: We may collect non-identifying information related to how you access and use our Site, including IP address, browser type, pages visited, and other usage data to improve user experience and optimize our services.

1.3 Cookies and Tracking Technologies: We may use cookies and similar technologies to enhance your experience on our Site. You may choose to disable cookies, although this may limit some features of the Site.

2. How We Use Your Information

2.1 Service Delivery: We use your personal information to provide accounting, tax, and advisory services, including financial statement preparation, tax return filing, and business consulting.

2.2 Communication: We may use your contact information to communicate with you regarding your account, our services, updates to this Privacy Policy, or other important notices.

2.3 Website Improvement: Non-identifying information, such as usage data, may be used to analyze Site performance and improve its functionality.

2.4 Legal Compliance: We may use your personal information as required to comply with legal, regulatory, and professional obligations under CPA Ontario and Canadian law.

3. How We Share Your Information

3.1 Third-Party Service Providers: We may share your information with third-party service providers who assist us in delivering our services (e.g., secure data storage providers, IT support). All third-party providers are required to adhere to strict privacy and confidentiality standards.

3.2 Legal and Regulatory Disclosure: We may disclose your personal information if required to do so by law, regulation, or upon request by regulatory bodies such as CPA Ontario or the Canada Revenue Agency (CRA).

3.3 Business Transfers: In the event of a merger, acquisition, or asset sale, your personal information may be transferred as part of the transaction. We will notify you before your information becomes subject to a different privacy policy.

4. Security of Your Information

We implement industry-standard security measures to protect your personal information from unauthorized access, disclosure, or misuse. Our data protection protocols include encrypted storage, regular audits, and secure communication channels. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

5. Data Retention

We retain personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, or as required by law, regulatory, or business needs. When your personal information is no longer necessary, we securely dispose of it.

6. Your Rights and Choices

6.1 Access and Correction: You have the right to access and update the personal information we hold about you. To make a request, please contact us using the details provided below.

6.2 Withdrawal of Consent: You may withdraw your consent to the collection, use, or disclosure of your personal information at any time, subject to legal and contractual restrictions. Withdrawal may affect our ability to provide certain services to you.

6.3 Complaints: If you have concerns about our privacy practices, you may contact us. You may also file a complaint with the Office of the Privacy Commissioner of Canada if you are not satisfied with our response.

7. Third-Party Websites

Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of these external websites. We encourage you to review the privacy policies of any third-party websites you visit.

8. Updates to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or for other operational reasons. When we make significant changes, we will post the updated policy on our Site with the “Last updated” date. Your continued use of our Site after any changes indicates your acceptance of the updated policy.

9. Contact Us

If you have any questions or concerns regarding this Privacy Policy or our data protection practices, please contact us at:

Rozvytok Chartered Professional Accountants
219-4949 Bathurst Street, Toronto, ON, M2R 1Y1
416-569-0202
info@rozvytok.ca