Privacy Policy

SD CPA Professional Corporation respects your privacy and is committed to handling personal information responsibly. This Privacy Policy explains how we may collect, use, disclose and protect personal information when you visit our website, contact us or request professional services.

1. Information We May Collect

Depending on how you interact with us, we may collect information such as your name, email address, telephone number, company or business name, preferred appointment information, the type of professional service you are interested in, and information you voluntarily include in a message or consultation request.

If you later become a client, additional personal, financial, tax, accounting and identification information may be collected as reasonably required to provide the agreed professional services and satisfy applicable professional or legal obligations.

2. How We Use Personal Information

• Respond to inquiries and consultation requests.
• Schedule and communicate about appointments.
• Evaluate whether and how we can assist with a requested service.
• Provide accounting, assurance, tax, advisory or related professional services where an engagement is established.
• Maintain appropriate business and professional records.
• Meet applicable legal, regulatory and professional obligations.
• Operate, protect and improve our website and communications.

3. Website Forms and Appointment Requests

Information submitted through our website forms is used to respond to your request and communicate with you about potential services or appointments.

4. Cookies and Website Technologies

Our website may use cookies and similar technologies that are necessary for website functionality, security and performance. If analytics or other optional technologies are enabled, they may also collect technical information such as browser type, device information, referring pages, approximate location information and website interactions.

You may be able to control certain cookies through your browser settings or any cookie-management options made available on the website.

5. Service Providers

We may use third-party service providers to support website hosting, website forms, email, technology, data storage or other business functions. These providers may process personal information on our behalf where reasonably necessary to provide those services.

Depending on the provider, personal information may be processed or stored outside Canada and therefore may be subject to the laws of another jurisdiction.

6. Disclosure of Personal Information

We do not sell personal information. Personal information may be disclosed where reasonably necessary to provide requested services, to authorized service providers acting on our behalf, with your consent, or where disclosure is required or permitted by law or applicable professional obligations.

7. Safeguarding Information

We take reasonable administrative, technical and organizational measures appropriate to the sensitivity of the information to help protect personal information against unauthorized access, use, disclosure, alteration or loss.

No method of electronic transmission or storage is completely secure, and absolute security cannot be guaranteed.

8. Retention

Personal information is retained only for as long as reasonably necessary for the purposes for which it was collected and to satisfy applicable legal, regulatory, professional, contractual and record-keeping requirements.

9. Access and Correction

You may contact us to ask about personal information we hold about you or to request that inaccurate information be corrected, subject to applicable legal and professional requirements and any permitted exceptions.

10. Consent

Where consent is required, we seek consent appropriate to the circumstances and sensitivity of the information. Subject to legal, contractual and professional restrictions, you may withdraw consent to certain uses of personal information by contacting us.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our practices, technology, services or legal requirements. The date shown at the top of this page identifies the most recent update.