Privacy Policy

AccEdge Advisory Limited ("AccEdge," "we," "us," or "our")

Last updated: August 18, 2026

At AccEdge, trust is the foundation of everything we do. You share sensitive financial and business information with us, and we take that seriously. This Privacy Policy explains what personal information we collect, why we collect it, how we use and protect it, and the choices you have. It applies to our clients, prospective clients, and visitors to accedge.ca.

We handle personal information in accordance with applicable Canadian privacy laws, including the federal Personal Information Protection and Electronic Documents Act (PIPEDA), British Columbia's Personal Information Protection Act (PIPA), and Canada's Anti-Spam Legislation (CASL), along with the confidentiality obligations that apply to professional accounting practices.

This policy describes our general privacy practices for our website and our services. If you are a client, the specific terms that apply to your engagement are also set out in your engagement agreement and any disclosures we provide with it. If anything in this policy conflicts with your signed engagement agreement, that agreement governs for your engagement.

Who we are

AccEdge is a Canadian advisory firm serving incorporated business owners. We provide strategy-focused tax and accounting advisory, bookkeeping, payroll, business restructuring, CRA audit support, and funding and proposal support, backed by a team and network of professionals. We work with businesses, not individuals, and we do not provide personal tax return preparation.

The information we collect

Depending on your relationship with us, we may collect:

Contact information: your name, business name, title, mailing address, email address, and phone number.

Financial and business information: bank and account details, bookkeeping records, tax filings, financial statements, payroll data, and other records needed to deliver our services.

Identification information: tax identification numbers, business and corporate registration numbers, and government-issued identifiers where required to verify identity or meet legal obligations.

Employment and organizational details: employer information, job title, business operations, and organizational structure.

Technical and usage information: when you visit accedge.ca, we may automatically collect your IP address, device and browser type, operating system, pages visited, and time spent on the site, through cookies and similar technologies.

Communication records: notes, correspondence, and details of the services you use, including messages you send and receive from us.

How we collect information

We collect personal information directly from you when you contact us, fill out a form on our website, book a call, engage our services, or communicate with us by phone, email, or text. We also collect information automatically through our website, and, where necessary to provide our services, from third parties such as regulatory bodies, credit or financial institutions, and software providers you authorize us to work with.

How we use your information

We use your personal information to:

• Provide, manage, and improve our accounting, bookkeeping, tax advisory, payroll, and consulting services.
• Communicate with you about your files, appointments, service updates, and requests, including by phone, email, and text message where you have agreed to it.
• Meet our legal, regulatory, and professional obligations, including tax filing requirements and applicable anti-money-laundering rules.
• Verify identity, detect and prevent fraud, and protect the integrity and security of your information.
• Understand your needs so we can tailor our advice and services.
• Establish, exercise, or defend legal rights, and manage our internal operations.

Consent

We collect, use, and disclose your personal information with your consent, except where the law permits or requires us to do so without it. You may withdraw your consent at any time, subject to legal or contractual limits, by contacting us using the details at the end of this policy. Withdrawing consent may affect our ability to provide certain services. Withdrawing consent to text messages, described below, does not affect any other service.

SMS and text messaging

If you provide your mobile number and opt in, you agree to receive text (SMS) messages from AccEdge. These are service messages only, such as appointment reminders and confirmations, document requests, and follow-ups about your inquiry or engagement. We do not send marketing or promotional text messages.

You choose to receive texts through a clear, optional opt-in, for example a checkbox on our website or a Meta (Facebook or Instagram) lead form. Opting in to texts is never required to use our services.

Message frequency varies based on your interactions with us. Message and data rates may apply. You can opt out at any time by replying STOP, and you can reply HELP for assistance, or contact us at info@accedge.ca or 778-385-0404.

Your mobile phone number and your SMS opt-in consent are never sold, rented, or shared with any third parties or affiliates for marketing or promotional purposes. No mobile opt-in information is shared with third parties. Any service providers that help us deliver text messages may use this information only to send messages on our behalf, and for no other purpose.

Marketing communications

With your consent, we may occasionally send you updates about our services, such as newsletters or relevant offers, by email. Every such message includes an easy way to unsubscribe, and you can opt out at any time without affecting the services we provide to you. As noted above, our text messages are service messages only and are never used for marketing.

How we share information

We treat your information as confidential and share it only as needed to deliver our services or meet our obligations. We may share personal information with:

Trusted service providers, such as software vendors and payment processors, who are bound by confidentiality and may use your information only to perform services for us.

Tax and regulatory authorities, such as the Canada Revenue Agency, and other bodies where required to provide our services or comply with the law.

Legal and professional advisors, or others, where we are required or permitted by law, for example in response to a valid legal request or to protect our rights.

A successor entity, if our business is involved in a merger, acquisition, or similar transaction, subject to the protections in this policy.

We do not sell your personal information. As stated above, mobile opt-in data and SMS consent are not shared with third parties or affiliates for marketing.

How long we keep your information

We keep personal information only as long as needed for the purposes described in this policy, or as required by law and professional standards. Financial and tax records are generally retained in line with Canada Revenue Agency requirements, which is typically six years from the end of the tax year they relate to. When information is no longer needed, we securely destroy, delete, or anonymize it.

How we protect your information

We maintain technical and organizational safeguards appropriate to the sensitivity of the information we hold. These may include measures such as restricted access, secure storage, and periodic review of our practices. No method of transmission or storage can be guaranteed to be completely secure, but we take reasonable steps to protect your information.

Data breach notification

If a breach of security safeguards creates a real risk of significant harm, we will investigate promptly and notify affected individuals and the relevant regulators as required by law.

Storage and international transfers

Your information may be stored or processed by service providers located outside your province or outside Canada. Where that happens, we take reasonable steps to provide a comparable level of protection, and your information may be subject to the laws of the jurisdiction where it is held.

Your privacy rights

Subject to applicable law, you have the right to:

• Access the personal information we hold about you and ask how it has been used and shared.
• Request correction of inaccurate or incomplete information.
• Withdraw consent, including consent to receive text messages or other communications.
• Ask us to delete information where we are not required to keep it.
• Make a complaint about how we handle your information.

To exercise any of these rights, contact us using the details below. You also have the right to contact the Office of the Privacy Commissioner of Canada, or the Office of the Information and Privacy Commissioner for British Columbia.

Cookies and website tracking

We use cookies and similar technologies on accedge.ca to keep the site working, understand how it is used, and improve your experience. You can control cookies through your browser settings. Turning off some cookies may affect how the site works.

Third-party links

Our website may link to other sites we do not control. This policy does not apply to those sites, and we encourage you to review their privacy policies.

Children's privacy

Our services are directed to businesses and their owners, not to individuals under the age of majority. We do not knowingly collect personal information from children.

Changes to this policy

We may update this policy from time to time to reflect changes in our services, technology, or legal requirements. The date at the top shows when it was last revised. Where a change is significant, we will take reasonable steps to notify affected clients. Continued use of our services after an update means you accept the revised policy.

Contact us

If you have questions about this policy or would like to exercise your privacy rights, please contact:

AccEdge Advisory Limited Attn: Privacy Officer 13761 96 Ave, Unit 502, Surrey, BC, V3V 1Z2 info@accedge.ca · +1 (778) 385-0404