IDM Chartered Professional Accountants

Last Updated: April 1, 2024

At IDM Chartered Professional Accountants, located in Oakville, Ontario, Canada, we are committed to maintaining the accuracy, confidentiality, and security of your personal and financial information. We adhere to the privacy principles established by the Canadian Personal Information Protection and Electronic Documents Act (PIPEDA), the General Data Protection Regulation (GDPR) in the UK, and applicable privacy legislation in the USA.

1. Introduction

We provide accounting and bookkeeping services to clients in Canada, the USA, and the UK. This Privacy Policy describes how we collect, use, disclose, and safeguard the personal information of our clients, potential clients, and website visitors.

2. Information We Collect

We collect information that you provide to us directly, such as when you engage our services, consult with our staff, send us an email, or communicate with us in any way. This information may include:

• Personal details like name, address, and contact information.
• Financial information relevant to the provision of accounting and bookkeeping services.
• Any other information you choose to provide to us.

We may also collect information indirectly through our website analytics, including IP address, browser type, and usage patterns.

3. Use of Information

The information we collect is used to:

• Provide and improve our accounting and bookkeeping services.
• Communicate with you about the account or services you have requested.
• Comply with legal and regulatory requirements.
• Analyze and understand our market and website usage to improve our offerings.

4. Disclosure of Information

We do not sell, rent, or lease your personal information to third parties. Your information may be shared with our employees, contractors, and affiliated organizations that need to know it to provide services on our behalf or process it for us and have agreed not to disclose it to others.

We may also disclose your information when required by law or in the good faith belief that such action is necessary to comply with legal processes, protect our rights or property, or ensure the safety of our clients or the public.

5. Data Security

We take reasonable precautions to protect your information and prevent loss, misuse, unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure.

6. International Transfer of Information

Given that we operate in Canada, the USA, and the UK, your information may be transferred to — and maintained on — computers outside your state, province, country, or other governmental jurisdiction where the privacy laws may not be as protective as those in your jurisdiction.

7. Your Rights

You have the right to access, correct, or delete your personal information in our possession, subject to certain legal restrictions. If you wish to exercise these rights, please contact us at [Insert Contact Information].

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. We encourage you to review this Privacy Policy periodically for any changes.

9. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

IDM Chartered Professional Accountants

3495 Rebecca St, Unit 210, Oakville, Ontario, L6L 0H3

[email protected] (905) 567-0706