Privacy Policy

Last updated: January 1, 2025

1. Introduction

Veleron Accounting Inc. (“we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website and engage our professional services. This policy is governed by the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation.

2. Information We Collect

We may collect the following types of personal information in connection with providing our services:

• Full name, address, phone number, and email address
• Social Insurance Number (SIN) as required for tax filing purposes
• Financial information including income, expenses, investments, and banking details
• Business information including corporate records, financial statements, and payroll data
• Tax-related documents such as T4 slips, T5 slips, receipts, and CRA correspondence
• Information you provide through our website contact form

3. How We Use Your Information

We use your personal information for the following purposes:

• To provide accounting, tax preparation, bookkeeping, payroll, and advisory services
• To file tax returns and other documents with the Canada Revenue Agency (CRA) and provincial tax authorities on your behalf
• To communicate with you about your account, services, and appointments
• To respond to your inquiries submitted through our website
• To comply with legal and regulatory obligations, including CPA professional standards
• To improve our services and website functionality

4. How We Protect Your Information

We implement appropriate technical and organizational safeguards to protect your personal information against unauthorized access, disclosure, alteration, or destruction. These measures include encrypted communications, secure file storage, access controls, and regular security reviews. As a CPA-led firm, we are bound by professional standards of confidentiality established by CPA Ontario and CPA Canada.

5. Disclosure of Your Information

We do not sell, trade, or rent your personal information. We may disclose your information in the following circumstances:

• To the Canada Revenue Agency (CRA) or provincial tax authorities when filing on your behalf, with your authorization
• To third-party service providers who assist us in delivering our services (e.g., cloud accounting software providers), subject to appropriate confidentiality agreements
• When required by law, regulation, or legal process
• To protect the rights, property, or safety of Veleron Accounting Inc., our clients, or others

6. Retention of Information

We retain your personal information for as long as necessary to provide our services and comply with legal and regulatory requirements. Tax records and supporting documents are generally retained for a minimum of seven years in accordance with CRA guidelines and CPA professional standards. When information is no longer required, it is securely destroyed.

7. Your Rights

Under PIPEDA and applicable provincial legislation, you have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Withdraw consent for certain uses of your information, subject to legal and contractual restrictions
• File a complaint with the Office of the Privacy Commissioner of Canada if you believe your privacy rights have been violated

8. Cookies and Website Analytics

Our website may use cookies and similar technologies to improve your browsing experience and to collect aggregate usage data. This information is used to understand how visitors interact with our website and to make improvements. You can control cookie settings through your browser preferences.

9. Third-Party Links

Our website may contain links to third-party websites, such as scheduling platforms and accounting software providers. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any personal information.

10. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable legislation. The updated policy will be posted on this page with a revised “Last updated” date. We encourage you to review this policy periodically.

11. Contact Us

If you have questions or concerns about this Privacy Policy or how we handle your personal information, please contact us: