Effective Date: November 3, 2020
AccuGen Accounting Ltd. (“AccuGen”, “we”, “us”, or “our”) is committed to protecting the privacy and confidentiality of personal information entrusted to us by our clients and website users. This Privacy Policy explains how we collect, use, disclose, store, and protect personal information in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).
1. About Us
AccuGen Accounting Ltd.
5800 Ambler Dr, Unit 110
Mississauga, Ontario, L4W 4J4
Phone: 905-215-0905
This Privacy Policy applies to information collected through our website https://accugenltd.com, including all online forms, submissions, and related services.
2. What Is Personal Information
“Personal information” means information about an identifiable individual. This may include, but is not limited to:
- Name, address, email address, and telephone number
- Date of birth
- Social Insurance Number (SIN)
- Marital and family information
- Financial and tax information
- Income details, tax slips, receipts, and supporting documents
- Government identifiers and CRA-related information
- Any other information voluntarily submitted through our forms or communications
Business contact information used solely for business communications is not considered personal information.
3. How We Collect Personal Information
We collect personal information in the following ways:
- When you complete online forms on our website (including new client intake forms and income tax questionnaires)
- When you upload documents or files (such as tax slips, receipts, or prior-year tax returns)
- When you communicate with us by email, phone, or other electronic means
- Through cookies and similar technologies used to improve website functionality and performance
We only collect information that is reasonably necessary for the purposes identified below.
4. Purpose of Collection and Use
We collect and use personal information for the following purposes:
- To prepare and file personal and corporate tax returns
- To provide accounting, bookkeeping, tax, and advisory services
- To verify identity and comply with CRA and legal requirements
- To communicate with clients regarding services, requests, and updates
- To respond to inquiries and provide customer support
- To maintain internal records and comply with professional obligations
- To improve our website and services
We do not use personal information for purposes unrelated to our professional services without obtaining consent, except where permitted or required by law.
5. Consent
By submitting personal information through our website or providing it to us directly, you consent to its collection, use, and disclosure as described in this Privacy Policy.
You may withdraw your consent at any time, subject to legal, regulatory, and contractual restrictions. Withdrawal of consent may limit our ability to provide services.
6. Disclosure of Personal Information
We do not sell, rent, or trade personal information.
We may disclose personal information only in the following circumstances:
- To employees, contractors, or service providers who require the information to perform services on our behalf and who are bound by confidentiality obligations
- To government authorities, including the Canada Revenue Agency (CRA), where required for tax filings or compliance
- Where required or permitted by law, court order, or regulatory authority
- In connection with a business transaction (e.g., merger or sale), subject to confidentiality protections
7. Retention of Information
We retain personal information only as long as necessary to fulfill the purposes for which it was collected, or as required by law and professional standards.
Tax-related records and supporting documents may be retained for periods required under CRA regulations. When information is no longer required, it is securely destroyed or anonymized.
8. Security Safeguards
We take reasonable and appropriate measures to protect personal information against loss, theft, unauthorized access, disclosure, copying, use, or modification, including:
- Secure servers and encrypted connections (SSL/TLS)
- Restricted access to personal information on a need-to-know basis
- Confidentiality obligations for staff and contractors
- Secure handling and storage of electronic records
While we take strong precautions, no method of transmission over the internet or electronic storage is completely secure.
9. Data Breach Notification
In the event of a breach of security safeguards involving personal information that poses a real risk of significant harm, we will notify affected individuals and applicable authorities as required by law.
10. Cookies and Website Analytics
Our website may use cookies and similar technologies to enhance user experience, analyze website usage, and improve performance. Cookies do not typically identify you personally.
You may choose to disable cookies through your browser settings; however, some website functionality may be affected.
11. Access, Correction, and Complaints
You have the right to:
- Request access to your personal information
- Request correction of inaccurate or incomplete information
- Ask questions or raise concerns about our privacy practices
Requests must be made in writing using the contact information below. We will respond within a reasonable timeframe, subject to legal requirements.
12. Children’s Privacy
Our website and services are not directed at children under the age of 13, and we do not knowingly collect personal information from children.
13. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in legal requirements or business practices. Updates will be posted on our website with the revised effective date.
14. Contact Us
If you have questions, concerns, or requests regarding this Privacy Policy or our handling of personal information, please contact us:
AccuGen Accounting Ltd.
5800 Ambler Dr, Unit 110
Mississauga, ON L4W 4J4
Phone: 905-215-0905