Privacy policy | Ledgerline

Last updated: [date]. This policy explains how [Firm name] collects, uses, discloses and protects personal information, and how to reach us about it.

Who we are

[Firm name] is an accounting practice located at [address]. Questions about this policy or about your personal information may be sent to our privacy contact at hello@example.com or [phone].

What we collect

The information we hold depends on the services you engage us for. It typically includes:

Why we collect it

We collect personal information to provide the services you have engaged us for, to meet our professional and legal obligations, to communicate with you, and to administer the engagement including billing. We do not sell personal information.

Consent

We collect, use and disclose personal information with your consent, except where legislation permits or requires otherwise. You may withdraw consent at any time, subject to legal and professional restrictions and reasonable notice; doing so may mean we can no longer provide some services.

Disclosure

We may disclose personal information to the Canada Revenue Agency and other authorities where required to file on your behalf or where required by law, to service providers who support our practice under confidentiality obligations, and to others where you direct us to do so in writing.

Storage and protection

We keep personal information for as long as required to provide services and to satisfy professional and legal retention requirements, after which it is securely destroyed. We use administrative, technical and physical safeguards appropriate to the sensitivity of the information. [Describe where data is stored, including whether any service providers store data outside Canada, as this must be disclosed.]

Website analytics

[Describe any analytics or tracking used on this site, what it collects, and how visitors can decline. If you use consent tooling, describe it here and make sure the banner actually controls whether the scripts load.]

Access and correction

You may request access to the personal information we hold about you and ask us to correct it if it is inaccurate. Write to our privacy contact above. We will respond within the timeframe required by applicable legislation.

Complaints

If you are not satisfied with our response, you may contact the Office of the Privacy Commissioner of Canada, or the privacy regulator in your province where one applies.