At Tania D’Souza CPA (“we,” “us,” “our”), we are committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information.
1. Information We Collect
We may collect the following information:
a) Personal Information
Provided when you contact us, book an appointment, or hire our services:
- Name
- Email address
- Phone number
- Address
- Financial information
- SIN (only when required for tax filings—shared securely)
- Documents related to taxes, payroll, accounting, or CRA matters
b) Automatically Collected Information
When you use our Website, we may collect:
- IP address
- Browser type
- Device information
- Cookies and usage data
2. How We Use Your Information
We use the collected information to:
- Provide professional tax and accounting services
- Communicate with you regarding appointments or inquiries
- Prepare tax returns, payroll, bookkeeping, and CRA representations
- Improve Website functionality and user experience
- Maintain compliance with CPA and CRA regulations
- Send updates or service-related notifications
We do NOT sell or rent your personal information.
3. Sharing Your Information
We may share information only with:
- CRA or other government bodies (when required for filings or audits)
- Secure third-party software used for tax filing or bookkeeping
- Legal or regulatory bodies if required by law
- Authorized staff or contractors bound by confidentiality agreements
All data transfers are handled with strict privacy and security safeguards.
4. Data Storage & Security
We use industry-standard measures to protect your information, including:
- Encrypted storage
- Secure cloud systems
- Limited access control
- Compliance with CPA Ontario and CRA privacy standards
However, no method of transmission over the Internet is 100% secure.
5. Cookies & Tracking Technologies
We may use cookies to:
- Improve user experience
- Analyze website traffic
- Remember user preferences
You may disable cookies in your browser settings.
6. Your Rights
You have the right to:
- Request access to your personal data
- Correct inaccurate information
- Request deletion (where legally permitted)
- Withdraw consent for marketing communications
- Ask how your data is used or stored
7. Data Retention
We retain documents and client files as required by CPA Ontario and CRA guidelines, typically for a minimum of 7 years.
8. Third-Party Links
Our Website may link to external sites. We are not responsible for their privacy practices or content.
9. Children’s Privacy
Our services are not intended for children under 18. We do not knowingly collect data from minors without parental consent.
10. Changes to This Policy
We may update this Privacy Policy at any time. The updated version will be posted on this page.
11. Contact Information
If you have questions about this Privacy Policy or your personal information, contact: