Our Commitment

We value your trust and are committed to protecting the personal information you share with us. We collect, use, and store information only to provide professional accounting and advisory services and safeguard it with care.

What We Collect

We may collect information such as:

• Contact details (name, email, phone, address)

• Social Insurance Numbers

• Financial and banking information

• Employment and income details

• Tax and payroll information

• Other personal information needed to deliver our services

How We Use Information

We use personal information to:

• Provide bookkeeping, accounting, tax, payroll, and advisory services

• Communicate with clients

• Meet legal and professional obligations

• Manage billing and administration
  
  We do not sell or rent personal information.

Sharing Information

We may share information:

• With service providers who help us deliver our services (e.g. payroll processors)

• With government or regulatory bodies, when required by law

• With your consent

Protecting Your Information

Everyone at our firm shares responsibility for maintaining the privacy of all personal, business, and financial information they access. All such individuals are required to accept this responsibility formally as a condition of working with us. We protect personal information through encryption, access controls, staff training, and secure disposal when it is no longer needed.

When we store information directly at our firm, we keep it safe using internal controls like limited staff access, locked storage for paper files, and digital protections such as strong passwords, two-factor authentication (2FA), and encryption.

We use trusted cloud-based service providers to manage this information securely and efficiently. These providers employ strong safeguards to protect your data, including encryption and restricted access controls. Sometimes, information may be stored or processed in other geographic locations. When this occurs, your information remains subject to confidentiality obligations and is protected through appropriate security measures applied by reputable service providers.

Retention

We keep information only as long as needed to provide services and meet legal or professional requirements. Once it is no longer required, we securely delete, destroy, or anonymize it.

Your Rights

You can request to:
- Access the personal information we hold about you
- Correct inaccurate or incomplete information
- Withdraw consent for future use of your information (subject to legal limits)

Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or services. Please refer back to this Policy periodically to stay informed about how we protect your information.

Contact Us

If you have questions or concerns about how we handle your personal information, please contact us at Support@gregtoner.ca.