Privacy Policy

1. Information We Collect

Personal Information

When you use our audit services or contact us through our website, we may collect the following personal information:

• Contact Information: Name, email address, phone number, mailing address
• Business Information: Company name, business address, industry type, business registration details
• Financial Information: Only as necessary for audit services and with your explicit consent
• Communication Records: Records of our communications with you, including emails and phone calls

Technical Information

We automatically collect certain technical information when you visit our website:

• IP address and general location information
• Browser type and version
• Device information and operating system
• Pages visited and time spent on our website
• Referral source (how you found our website)

2. How We Use Your Information

We use your personal information for the following purposes:

Service Delivery

• Providing financial audit services as requested
• Communicating about your audit requirements and progress
• Preparing audit reports and recommendations
• Managing our professional relationship with you

Business Operations

• Processing payments and maintaining financial records
• Complying with legal and regulatory requirements
• Improving our services and website functionality
• Internal record keeping and quality assurance

Communication

• Responding to your inquiries and requests
• Sending service updates and important notifications
• Providing customer support
• With your consent, sending promotional materials about our services

3. Information Sharing and Disclosure

We respect your privacy and do not sell, rent, or trade your personal information. We may share your information only in the following circumstances:

Service Providers

We may share your information with trusted third-party service providers who assist us in delivering our services, such as:

• IT support and website hosting services
• Payment processing services
• Professional advisors (lawyers, accountants)
• Regulatory bodies as required by law

Legal Requirements

We may disclose your information when required by law, court order, or government regulation, or to:

• Comply with legal processes
• Protect our rights and property
• Ensure the safety of our clients and staff
• Investigate potential fraud or misconduct

4. Data Security

We implement comprehensive security measures to protect your personal information:

Technical Safeguards

• SSL encryption for all data transmission
• Secure servers with restricted access
• Regular security audits and updates
• Multi-factor authentication for staff access

Physical Safeguards

• Locked offices and secure filing systems
• Restricted access to sensitive areas
• Secure disposal of confidential documents
• Employee background checks and confidentiality agreements

5. Data Retention

We retain your personal information only as long as necessary for the purposes outlined in this policy:

• Audit Records: Retained for 7 years as required by Canadian regulations
• Contact Information: Retained while you remain a client, plus 3 years
• Website Data: Technical data retained for 2 years for security and improvement purposes
• Marketing Communications: Until you unsubscribe or withdraw consent

6. Your Rights and Choices

You have several rights regarding your personal information:

Access and Correction

• Request access to your personal information we hold
• Request correction of inaccurate or incomplete information
• Receive a copy of your data in a portable format

Control and Deletion

• Withdraw consent for marketing communications
• Request deletion of your personal information (subject to legal requirements)
• Object to certain uses of your information
• Request restriction of processing in specific circumstances

7. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance your experience:

Types of Cookies We Use

• Essential Cookies: Required for basic website functionality
• Analytics Cookies: Help us understand how visitors use our website
• Preference Cookies: Remember your settings and preferences

You can manage cookie preferences through your browser settings. Please note that disabling certain cookies may affect website functionality.

8. International Data Transfers

Your personal information is primarily stored and processed in Canada. If we transfer data internationally, we ensure:

• Adequate data protection measures are in place
• Compliance with Canadian privacy laws
• Appropriate safeguards for cross-border transfers
• Your rights remain protected regardless of location

9. Changes to This Privacy Policy

We may update this privacy policy from time to time to reflect changes in our practices or legal requirements. When we make significant changes:

• We will post the updated policy on our website
• We will notify you via email if you're an existing client
• The "Last Updated" date will be revised
• Continued use of our services indicates acceptance of the updated policy

10. Contact Information

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