CPAET

Privacy Policy

Last updated: May 1, 2023

Who we are

Canaan Professional Accountancy (“we”, “us”, “our”) is committed to protecting the
privacy and confidentiality of our clients’ personal and financial information. This Privacy
Policy explains how we collect, use, disclose, and safeguard your information when you
engage with us through our website, online forms, virtual consultations, and document
exchange services. Our website address is: https://cpaet.com.

1. Information We Collect

We may collect the following types of information:

  • Name, email address, phone number
  • Business or organization name and type
  • Financial documents (e.g., statements, receipts, tax forms)
  • SIN, BN, charity registration number, or other tax IDs
  • Details related to bookkeeping, payroll, or audit
  • Technical info (e.g., IP address, browser type via analytics)

2. How We Use Your Information

Your data is used for:

  • Delivering accounting, tax, and advisory services
  • Filing government forms (T1044, T2, T3010)
  • Preparing financial and compliance reports
  • Communication about services
  • Legal record-keeping
  • Improving services and website functionality

3. Data Storage & Security

All data is stored in Google Drive (Google Workspace), which uses:

  • End-to-end encryption
  • Role-based access control
  • Two-factor authentication (2FA)
  • Real-time activity logs
  • Secure sharing settings
  • Compliance with ISO/IEC 27001, SOC 2, and PIPEDA
    We do not store sensitive data on local devices.

4. Disclosure of Information

We do not sell or rent your data. We may share data with:

  • CRA, Corporations Canada, or other agencies
  • Essential third-party service providers
  • Legal authorities, if required

5. Your Rights

You can:

  • Request a copy of your data
  • Correct/update information
  • Withdraw consent (within limits)
  • File a complaint with the Privacy Commissioner of Canada

6. Cookies & Analytics

We use cookies to improve user experience and collect basic website stats. You may disable cookies in your browser.

7. Data Retention

Records are retained for 6–7 years as required by Canadian laws, then securely deleted.