Privacy Policy

How a shared vision turned into a movement for financial clarity

Introduction and Purpose

Accedge (referred to as “we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of our clients (“you” or “your”). This Privacy Policy explains how we collect, use, disclose, and safeguard your personal and financial information when you engage with our accounting, bookkeeping, tax advisory, and financial consulting services. By using our services, you consent to the collection and use of your information as described in this policy.

Scope and Applicability

For the purpose of this Privacy Policy, “Personal Data” means any information that identifies or can be used to identify an individual or business, including but not limited to clients, prospective clients, and visitors to our website (collectively, “Data Subjects” or “you”). This information may be collected directly from you or through third-party sources as necessary to provide our services.

By engaging Accedge’s services, you agree to the collection, use, and sharing of your Personal Data as outlined herein. You may withdraw your consent at any time by contacting us, subject to any legal or contractual limitations. Please note that withdrawing consent may impact our ability to provide certain services.

Data Collection and Use

Categories of Collected Personal Data

Contact Information: Name, business name, address, email, phone number.

Financial Information: Bank account details, bookkeeping records, tax filings, financial statements, payroll data. Business and

Employment Details: Employer information, job title, business operations, organizational structure.

Identification Information: Tax ID numbers, business registration numbers, government-issued IDs.

Technical Data: IP address, device type, browser type, access times.

Other Relevant Data: Communication records, client preferences, and service usage details.

Automatic Data Collection

Device and Usage Data: Operating system, browser version, IP address, session duration, pages visited on our website.

Cookies and Tracking Technologies: We use cookies, local storage, and web beacons to enhance user experience, analyze website traffic, and track email interactions.

Accedge’s Use of Personal Data

We use your Personal Data to:

Provide and manage your accounting, bookkeeping, tax advisory, and financial consulting services. Meet legal, regulatory, and compliance obligations (e.g., tax filing requirements, anti-money laundering). Detect and prevent fraudulent activities and ensure data integrity. Communicate with you regarding service updates, important notices, and client support.

Understand client needs to improve and tailor our services. Deliver promotional materials and relevant service offers (where permitted). Train our staff to maintain high-quality service standards. Establish, exercise, or defend our legal rights and obligations. Manage internal operations and business planning.

Data Sharing and Third-Party Processors

To deliver and enhance our services, Accedge may share Personal Data with trusted third-party service providers such as software vendors, payment processors, tax authorities, and regulatory bodies. These third parties are contractually obligated to maintain the confidentiality and security of your data and may only use it to perform services on our behalf.

International Data Transfers

If your data is transferred outside of Canada or the European Economic Area (EEA), Accedge ensures such transfers comply with applicable data protection laws, including using standard contractual clauses or equivalent safeguards to protect your data.

Your Rights as a Data Subject

Under applicable privacy laws such as the GDPR and Canadian privacy legislation, you have the right to:

Access the Personal Data we hold about you. Request correction of inaccurate or incomplete data. Request deletion of your data where legally permissible. Restrict or object to certain processing activities. Withdraw consent for marketing communications. Request data portability or receive your data in a structured format. Object to decisions made solely by automated processing (if applicable).

To exercise these rights, please contact us using the details at the end of this policy.

Data Security Measures

Accedge employs robust technical and organizational measures to protect your Personal Data from unauthorized access, alteration, disclosure, or destruction. This includes secure encrypted storage, controlled access protocols, and regular security audits.

Data Breach Notification

In the event of a data breach impacting your Personal Data, we will promptly investigate and notify affected individuals and regulatory authorities as required by law.

Policy Updates and Review

Accedge may update this Privacy Policy periodically to reflect changes in legal requirements, our services, or technology. The date of the latest revision will be noted at the top of this document. Significant changes will be communicated to clients directly. Continued use of our services after updates indicates acceptance of the revised policy.

If you have any questions about this Privacy Policy or wish to exercise your data rights,
please contact: info@accedge.ca