Privacy Policy
Last updated: November ,2025
This Privacy Policy describes how Sunrise Chartered Professional Accountant (“Sunrise CPA,” “we,” “our,” or “us”) collects, uses, discloses, and protects your personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy laws.
We are committed to maintaining the privacy and confidentiality of your personal information and ensuring it is handled with the highest standards of professionalism and security.
1. Definition of Personal Information
“Personal information” means any information about an identifiable individual. This includes details such as your name, address, contact information, Social Insurance Number, and financial details.
It does not include publicly available information (e.g., name, address, or telephone number in a public directory) or business contact information used for employment purposes. Aggregated or anonymized data that cannot identify an individual is also excluded.
2. Collection of Personal Information
We collect personal information directly from you, your authorized representatives, or third parties acting on your behalf. Examples include:
- Information you provide on income tax forms or through our secure client portal
- Identification details such as your name, address, email, phone number, and SIN.
- Financial information required to prepare tax returns, bookkeeping, or corporate filings.
- Payment details such as credit card or banking information when paying for services.
- Communications via phone, email, or our website contact forms.
- Information obtained through consented integrations with our accounting platforms such as QuickBooks Online and Xero.
We only collect information necessary to provide our services, comply with legal requirements, and maintain accurate client records.
3. Use of Personal Information
Your personal information may be used for the following purposes:
- To provide professional accounting, tax preparation, and advisory services.
- To verify your identity and maintain accurate records.
- To manage billing, invoicing, and payment processing.
- To comply with federal and provincial tax regulations.
- To communicate with you regarding your files, deadlines, or service updates.
- To improve our website, client experience, and service offerings.
- To send educational resources, newsletters, or promotional communications (only with your consent).
If we wish to use your personal information for any other purpose, we will obtain your consent before doing so.
4. Consent
By engaging our services or submitting personal information through our website, portal, or email, you consent to the collection, use, and disclosure of your information as outlined in this policy.
Consent may be provided in writing, verbally, or implied through your actions.
You may withdraw your consent at any time by contacting us; however, doing so may affect our ability to provide certain services (e.g., tax filings or compliance submissions).
5. Disclosure of Personal Information
We do not sell, trade, or rent personal information to third parties.
We may disclose personal information only in the following cases:
- To trusted third-party service providers (e.g., cloud hosting, payment processors, data storage) who assist in delivering our services.
- To government authorities such as the Canada Revenue Agency (CRA) or provincial tax authorities when required by law.
- To professional advisors or regulatory bodies when necessary for compliance.
- In connection with the sale, merger, or reorganization of our business (subject to confidentiality obligations).
All third parties are required to maintain strict confidentiality and security standards consistent with our own.
6. Protection of Personal Information
We take reasonable measures to protect your personal information against loss, theft, unauthorized access, or disclosure. These measures include:
- Secure physical office access and locked storage for paper files.
- Encrypted digital storage and secure cloud-based platforms.
- Restricted employee access based on need-to-know.
- Use of strong passwords, firewalls, and data encryption.
- Secure disposal of records when retention periods expire.
We retain personal information only for as long as necessary to meet the identified purpose or as required by law, after which it is securely destroyed or anonymized.
7. Cookies and Website Tracking
Our website uses cookies and analytics tools to improve performance, personalize your experience, and understand visitor interactions.
You can disable cookies in your browser settings; however, doing so may limit some website functionality.
We do not collect personally identifiable information through cookies, and we do not control third-party tracking used by external links or advertisers.
8. Access and Accuracy
You have the right to access your personal information and request corrections to ensure accuracy and completeness.
To make such a request, please contact us using the details below. We may require verification of your identity before granting access.
9. Managing Communications and Consent
You may choose to:
- Update or correct your personal information.
- Withdraw consent to certain uses of your data.
- Opt out of marketing emails or newsletters at any time by clicking “unsubscribe” or contacting us directly.
Mandatory service notifications related to your account or engagement cannot be opted out of.
10. Accountability
Sunrise CPA is responsible for all personal information under its control and has appointed a Privacy Officer to ensure compliance with this policy and applicable laws.
We periodically review our data practices and update this policy as needed to maintain compliance and transparency.
11. SMS and Electronic Communications
Sunrise CPA may use secure SMS or electronic communication platforms to provide service updates or reminders.
Your mobile phone number will never be shared with third parties for marketing purposes. You may opt out of SMS messages at any time by replying “STOP.”
12. Updates to This Policy
We may update this Privacy Policy periodically to reflect changes in our practices or legal obligations. The revised policy will always be available on our website with the effective date clearly indicated.
13. Contact Us
If you have any questions, concerns, or complaints about this Privacy Policy or our data handling practices, please contact:
Sunrise Chartered Professional Accountant
Email: info@sunrisecpa.ca