Privacy Policy

Current Edge Bookkeeping (“the Company,” “we,” “us,” or “our”) is committed to protecting the privacy, confidentiality, and security of personal and business information entrusted to us. This Privacy Policy sets out how we collect, use, disclose, and safeguard information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable privacy legislation.

By engaging our bookkeeping services, you consent to the practices described in this Privacy Policy.

1. Definition of Personal Information

For the purposes of this Policy, “personal information” means any information about an identifiable individual, including but not limited to names, addresses, contact details, banking and financial information, payroll and tax details, and identification numbers such as Social Insurance Numbers (SINs).

Business information such as corporate names, business addresses, and publicly available information is generally not considered personal information under PIPEDA.

2. Accountability

We are responsible for all personal information in our possession or control, including any information transferred to third parties for processing. A designated Privacy Officer oversees compliance with this Policy and applicable privacy laws.

3. Purposes for Collection

We collect and use personal and business information strictly for the following purposes:

• To provide bookkeeping and related services, including full-cycle bookkeeping, reconciliations, payroll processing, government remittances, HST/GST/WSIB filings, financial reporting, year-end preparation, and system setup or training.

• To communicate with clients regarding their accounts, filings, and services.

• To comply with applicable legal, tax, and regulatory obligations.

• To manage and improve service delivery.

We will identify the purposes for which personal information is collected at or before the time of collection.

4. Consent

We will obtain client consent prior to collecting, using, or disclosing personal information, except where permitted or required by law. Consent may be provided in writing, verbally, electronically, or implied through engagement of our services.

Clients may withdraw consent at any time, subject to legal or contractual restrictions and reasonable notice.

5. Limiting Collection

We will collect only the personal information necessary to fulfill the purposes identified in this Policy.

6. Limiting Use, Disclosure, and Retention

Personal information will not be used or disclosed for purposes other than those for which it was collected, except with consent or as required by law.

Disclosure may occur in the following circumstances:

• To your external accountant, CRA, WSIB, or other government agencies as necessary to complete filings.

• To third-party service providers (e.g., secure cloud platforms, payroll processors) engaged to support service delivery, provided they adhere to confidentiality and security requirements.

• As required or permitted by applicable law, regulation, or court order.

Information will be retained only as long as necessary to fulfill the identified purposes and comply with legal obligations. When no longer required, it will be securely destroyed.

7. Accuracy

We will make reasonable efforts to ensure that personal information is accurate, complete, and up to date for the purposes for which it is used. Clients are encouraged to provide updates or corrections to their information as needed.

8. Safeguards

We take appropriate physical, organizational, and technological safeguards to protect personal information against loss, theft, unauthorized access, disclosure, copying, use, or modification. These include:

• Secure, password-protected and encrypted digital storage.

• Restricted access to client files.

• Secure transfer methods for electronic files.

• Confidentiality agreements with employees, contractors, or third-party service providers where applicable.

9. Openness

This Privacy Policy is available to clients at all times to ensure transparency regarding our practices and compliance with applicable privacy laws.

10. Access to Personal Information

Upon written request, clients may access their personal information in our possession, subject to limited exceptions under the law (e.g., where disclosure could affect another person’s privacy or legal investigations).

Clients may also request corrections to inaccurate or incomplete information.