CPAET SOLUTIONS INC.
Privacy Policy
How CPAET Solutions Inc. handles personal information when you visit our website, contact us or discuss our services.
Effective October 16, 2026
Who we are and how to contact us
CPAET Solutions Inc. provides remote accounting support for charities and nonprofit organizations. For privacy questions, access or correction requests, or a complaint, email [email protected] with “Privacy” in the subject line. Our founders are responsible for coordinating privacy inquiries.
Information and purposes
When you email us or book a call, we receive the contact details and information you choose to provide, such as your name, organization, email address, availability and service needs. We use this information to respond, arrange appointments, assess fit and manage our relationship. Client records needed for accounting services are addressed separately in the engagement and onboarding arrangements.
Cloudflare, our website host, may process technical information such as IP addresses, request details, device or browser information and security logs to deliver and protect the site. This website does not include an on-site contact form, embedded calendar or added analytics or advertising scripts. Hosting and external services may use their own necessary technologies or cookies.
Consent, use and sharing
We identify relevant purposes and seek consent where required. We use personal information for those purposes or as otherwise permitted or required by law. We do not sell personal information. Information may be shared with service providers needed for hosting, communications, scheduling or agreed client work, with your authorization, or when legally required. Please provide only information you are authorized to share.
Service providers and international processing
Our website uses Cloudflare. Booking links open Google Calendar, email links open your email service, and LinkedIn links open LinkedIn. Those services have their own privacy terms. They may process information outside Canada, where local laws may permit access by authorities. A link does not mean CPAET controls that provider’s practices.
For client work, we confirm appropriate tools, access arrangements and any location requirements before receiving sensitive records. Canadian privacy responsibilities are not removed by transferring information to a processor. We do not represent that all data stays in Canada or that every provider has a particular certification.
Privacy framework and safeguards
We are committed to complying with applicable Canadian privacy requirements, including PIPEDA and relevant provincial private-sector laws. Which law applies depends on the activity, location and information involved. International laws, including GDPR, are considered where their scope applies, rather than assumed to apply to every visitor or engagement.
Our handling principles include appropriate collection, purpose limitation, access controls, reasonable safeguards matched to sensitivity, and accountability for information under our control. Specific document-sharing and provider arrangements are confirmed during onboarding. No website, email system or storage service can offer absolute security. Please do not send passwords, social insurance numbers or sensitive financial documents with an initial inquiry.
Retention and your choices
We retain information only as long as reasonably needed for its purpose, our engagement obligations and applicable legal, tax or recordkeeping requirements. Subject to legal exceptions, you may ask about our use or disclosure of your personal information, request access or correction, withdraw consent, or raise a concern by contacting us. Withdrawal may limit services that depend on that information. We may verify your identity before responding and will respond within applicable legal timelines. You may also contact the relevant privacy regulator.
AI-assisted work and changes
Potential use of AI-assisted tools with client information is assessed against the agreed purpose, sensitivity, provider terms and applicable privacy obligations before use. Please discuss any restrictions before providing records. We may update this policy when our practices or requirements change; the effective date above identifies the current version.