Delta Accounting Privacy Policy
Contact Information for Privacy Matters
The designated Data Protection Officer for Delta Accounting is [Name], responsible for overseeing questions and concerns regarding this privacy policy and data protection. You can contact them for any inquiries, including subject access requests, via:
- Email Address: info@deltaaccounting.ca
- Postal Address: 2378 Holly Ln #204, Ottawa, ON K1V 7P1
- Telephone Number: (613) 907-0808
Introduction to Our Privacy Practices
In compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy laws in Canada, Delta Accounting acts as a data controller, committed to processing personal data responsibly and in accordance with these legal requirements.
Our policy ensures that personal information we handle is processed only as necessary for the services provided and under agreed-upon terms.
Information We Collect
To deliver our accounting and advisory services, we collect and process personal data, which is essential for:
- Onboarding and maintaining you as a client in line with Canadian law and professional standards (e.g., Anti-Money Laundering regulations).
- Preparing financial statements and tax filings.
- Offering tax and insurance advice.
- Fulfilling our contracted services.
Failure to provide necessary data may prevent us from offering our services, activating disengagement terms in our contract.
Types of personal data collected include:
- Contact details (names, addresses, email addresses, phone numbers).
- CRA-related information.
- Financial data necessary for tax returns and account preparation.
- Correspondence between us.
Collection Methods
Personal data is collected directly from you or through:
- Family members or partners.
- The Canada Revenue Agency (CRA).
- Your organization.
- Third parties authorized by you (e.g., banks, investment managers).
Utilization of Your Information
We use the information held about you to:
- Deliver our services.
- Inform you of other services we offer, if consented.
- Fulfill legal and regulatory obligations.
- Serve other legitimate business interests.
Data is retained in line with our policy to defend against potential legal claims or comply with statutory time limits.
Transferring Data Outside Canada
Your personal data may be transferred to countries like the United States to facilitate our services. We ensure such countries have data protection adequacies or binding agreements in place, adhering to Canadian privacy standards.
Sharing Your Information
To provide agreed services, we may share your data with:
- The CRA and other regulatory bodies.
- Third parties as directed by you (e.g., financial institutions, pension providers).
- Subcontractors bound by our ethical standards.
- Professional indemnity insurers or quality assurance reviewers.
Post-service, your data may be shared with new advisors or legal authorities if legally required or with your consent.
Data Security Measures
We've implemented security measures to protect against unauthorized access or loss of personal data, with access restricted to those who need it to perform their job duties.
Retention of Personal Data
We retain personal data as per our policy, generally for seven years after our last service engagement, to comply with legal and regulatory requirements.
Your Rights Over Personal Data
You have rights regarding the access, correction, deletion, and restriction of your personal data, including:
- Making a subject access request.
- Requesting correction or erasure of data.
- Objecting to data processing.
- Withdrawing consent for processing.
Changes to Our Privacy Policy
This policy may be updated; please review it periodically. Changes will be posted on our website.
Contacting Us
For further information or to address concerns, please contact our Data Protection Officer at the details provided above.
Complaints
If you have complaints about our data handling practices, you're encouraged to contact us directly. If unsatisfied, you may lodge a complaint with the Office of the Privacy Commissioner of Canada.`