Look, we get it - privacy policies can be a real snooze-fest. But when it comes to your financial info, we figured you'd wanna know exactly what we're doing with it.
At Pyrelitha Haven Accounting, we've built our whole practice around being your financial sanctuary. That means treating your personal and financial data with the same care we'd want for our own. We're not just saying that because it sounds good - it's literally part of our professional obligations as accountants in Canada, and honestly, it's just the right thing to do.
This policy lays out what information we collect, why we need it, how we protect it, and what rights you've got when it comes to your data. We've tried to keep the legalese to a minimum, but there are some spots where we gotta be precise for compliance reasons.
When you become a client, we'll need some basic stuff about you. This includes:
Yeah, it's a lot, but the CRA kinda insists on it. We can't file your taxes or set up estate plans without this stuff.
Here's where it gets into the nitty-gritty. Depending on what services you're using, we might collect:
This is the meat and potatoes of what we do. Without access to your financial picture, we can't really help you optimize your taxes or plan your estate properly.
If you're a business client, we'll also need:
Running a business creates a whole other level of paperwork. We need this info to keep your books straight and make sure you're not overpaying on taxes.
When you visit our website or use our client portal, we automatically collect:
This stuff helps us keep our systems secure and improve our services. We're not tracking you across the internet - just monitoring how our own site and portal are being used.
We're not in the business of collecting data for the sake of it. Everything we gather has a specific purpose related to providing you with top-notch accounting services.
We use your info to prepare accurate tax returns, identify deductions you're entitled to, and file with the CRA on your behalf. Pretty straightforward stuff.
Your financial data helps us develop tax optimization strategies and estate plans that actually make sense for your situation - not just cookie-cutter templates.
If the CRA comes knocking, we use your records to represent you during audits and respond to any inquiries. It's nice having someone in your corner who knows the details.
We'll use your contact info to send tax deadline reminders, discuss planning opportunities, and keep you updated on changes that might affect you.
We're legally required to keep certain records for specific periods. Your data gets archived securely to meet these professional and regulatory obligations.
Anonymized data helps us spot trends and improve our processes. We might notice that lots of clients struggle with a particular tax issue and create resources to help.
Protecting your data isn't just a legal requirement - it's fundamental to what we do. We've invested in multiple layers of security because your trust is everything.
All data transmission uses 256-bit SSL encryption. Your files are encrypted at rest too. Basically, even if someone somehow got their hands on our servers, they'd just see gibberish.
We use Canadian-based servers with physical security measures, redundant backups, and disaster recovery protocols. Your data stays in Canada, subject to Canadian privacy laws.
Only authorized team members can access your files, and we track who views what. Multi-factor authentication is mandatory for all staff. No exceptions.
Look, no system is 100% hack-proof - anyone who tells you otherwise is lying. But we've done everything reasonably possible to make sure your data is protected. We stay current with security best practices and continuously evaluate new threats.