Here’s a draft for a Privacy Policy tailored to D.O. Chartered Accountants, ensuring compliance with Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA):

Privacy Policy
Effective Date: December 20 2024

Introduction
D.O. Chartered Accountants (“we,” “our,” “us”) is committed to protecting the privacy and confidentiality of the personal information we collect. This Privacy Policy outlines how we handle your personal information in compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable laws.

By engaging with our services, you consent to the collection, use, and disclosure of your personal information as described in this Privacy Policy.

1. Collection of Personal Information
We collect personal information to provide professional accounting and related services. The types of personal information we may collect include:

• Name, address, and contact information (phone, email).
• Financial information (income, expenses, bank account details, tax information).
• Identification documents (Social Insurance Number (SIN), business registration details).
• Other information relevant to providing our services or meeting regulatory obligations.

We collect personal information directly from you or authorized representatives, unless otherwise permitted by law.

2. Use of Personal Information
We use personal information for the following purposes:

• To provide accounting, auditing, and tax-related services.
• To prepare financial statements, tax returns, and other reports.
• To communicate with you regarding your accounts and inquiries.
• To comply with legal and regulatory obligations.
• To manage and improve our services.

3. Disclosure of Personal Information

We do not disclose personal information to third parties without your consent, except in the following circumstances:

• When required by law or regulation.
• To service providers who assist us in delivering our services (e.g., IT providers, secure file storage).
• To government or regulatory authorities in compliance with legal obligations.

Any third party with whom we share personal information is bound by confidentiality agreements or similar restrictions.

4. Protection of Personal Information
We take reasonable precautions to protect personal information from loss, theft, misuse, unauthorized access, disclosure, alteration, and destruction. Measures include:

• Secure storage of physical and electronic records.
• Restricting access to personal information to authorized personnel.
• Implementing robust IT security measures, including firewalls and encryption.

5. Retention of Personal Information

We retain personal information only as long as necessary for the purposes outlined in this Privacy Policy or as required by law. When personal information is no longer needed, we securely dispose of or anonymize it.

6. Access and Correction
You have the right to access and correct your personal information. To make a request, please contact us at the address below. We will respond within the timeframes required by PIPEDA.

7. Cookies and Website Information
If you use our website, we may collect certain information through cookies or similar technologies. This information is used to enhance user experience and analyze website performance.

You can manage or disable cookies through your browser settings.

8. Updates to the Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. Any updates will be posted on our website with the effective date.

9. Contact Us
For questions, concerns, or requests regarding this Privacy Policy or our handling of your personal information, please contact us:

D.O. Chartered Accountants

Hamilton Office: 

905-20 Hughson Street

South Hamilton, ON L8N 2A1

Tel: 343-453-4609

Tel: 905-966-5904

Fax: 905-481-2372