Privacy Policy

Last Updated: 24 April 2026

Warren Accounting & Consultancy Professional Corporation (“Warren Accounting”, “we”, “our”, or “us”) respects your privacy and is committed to protecting personal information.

This Privacy Policy explains how we collect, use, store, and protect information when you use our website, client portal, or engage our professional services.

1. Information We Collect

We may collect personal and business information including:

  • Full name

  • Address

  • Email address

  • Telephone number

  • Date of birth

  • Social Insurance Number (SIN)

  • Tax identification numbers

  • Income and employment records

  • Banking or payment information

  • Corporate information

  • Government correspondence

  • Documents you upload or share with us

2. How We Use Information

We use information to:

  • Provide accounting and tax services

  • Prepare and submit tax filings

  • Communicate with clients

  • Verify identity

  • Process payments

  • Meet legal and regulatory obligations

  • Improve our services and client experience

3. Sharing Information

We may share information where necessary with trusted third parties, including:

  • Canada Revenue Agency (CRA)

  • Government authorities where required

  • Tax and accounting software providers

  • Secure cloud storage providers

  • Payroll and bookkeeping platforms

  • Payment processors

  • Professional advisors where necessary

We do not sell personal information.

4. Data Security

We use reasonable administrative, technical, and organizational safeguards to protect information.

However, no internet transmission or online platform can be guaranteed 100% secure.

5. Data Retention

We retain records for as long as reasonably necessary for:

  • Professional obligations

  • Legal compliance

  • Regulatory requirements

  • Insurance purposes

  • Internal recordkeeping

6. Cookies and Website Analytics

Our website may use cookies or analytics tools to improve website functionality and understand visitor behaviour.

You may disable cookies in your browser settings.

7. Your Rights

Subject to applicable law, you may request:

  • Access to your personal information

  • Correction of inaccurate information

  • Withdrawal of consent where permitted

8. Third-Party Platforms

We may use secure third-party systems for:

  • Client portals

  • E-signatures

  • Tax filing software

  • Accounting systems

  • Communication tools

Use of such platforms may involve data processing outside your province or country.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Updated versions become effective when published on this page.

10. Contact

Warren Accounting & Consultancy Professional Corporation
https://warrenaccounting.ca
info@warrenaccounting.ca