Privacy Policy

Scope of This Privacy Policy

This Privacy Policy describes the information-handling practices of Priti Lad Professional Corporation, referred to in this policy as “Priti Lad Professional Corporation,” “we,” “us” or “our.”

It applies to personal information collected through our website, contact forms, email communications, telephone calls, meetings, professional engagements, document exchanges and other interactions with clients, prospective clients, suppliers, professional advisers and business contacts.

Personal information generally means information about an identifiable individual. It may include contact, financial, identification, tax, employment, business or communication information connected to that individual.

Personal Information We May Collect

The information collected depends on the nature of your interaction with the firm and the services requested. It may include:

• Names, mailing addresses, telephone numbers and email addresses.
• Identification information required to confirm identity or meet legal, tax, regulatory or professional obligations.
• Financial information, including income, expenses, assets, liabilities, banking details and transaction records.
• Tax-related information, notices, returns, assessments, identification numbers and supporting documentation.
• Corporate, bookkeeping, payroll, invoicing, ownership and financial reporting information.
• Information concerning spouses, dependants, employees, shareholders, directors or authorized representatives where relevant to a professional engagement.
• Questions, instructions, meeting notes, correspondence and information submitted through website forms.
• Technical information, including IP addresses, browser type, device details, referring pages and website activity.

How We Collect Information

Personal information may be collected:

• Directly from you.
• Through website contact forms, questionnaires, appointment requests and newsletter forms.
• During telephone calls, email exchanges, virtual meetings and in-person meetings.
• Through documents supplied for accounting, bookkeeping, tax, payroll or advisory services.
• From an authorized representative, spouse, employer, financial institution, government authority or other permitted source.
• Automatically through cookies, website analytics, security tools and server logs.

Why We Collect and Use Personal Information

Personal information may be collected, used and processed to:

• Respond to inquiries and requests for information.
• Evaluate whether the firm can accept a proposed professional engagement.
• Establish, administer and maintain client relationships.
• Provide accounting, tax, bookkeeping, payroll, reporting, consulting and related professional services.
• Prepare authorized returns, reports, filings and submissions.
• Verify identity and meet legal, professional and regulatory obligations.
• Communicate about appointments, documents, deadlines, invoices and service requirements.
• Process payments and administer client accounts.
• Protect our website, systems, records and business operations.
• Improve our website, communications, services and client experience.
• Comply with applicable laws, court orders and authorized government requests.

Consent and Your Choices

We seek consent for the collection, use and disclosure of personal information where consent is required. Depending on the circumstances, consent may be express or implied.

By voluntarily providing information, submitting a website form, requesting professional services or continuing an engagement after receiving this policy, you may be consenting to the reasonable information-handling practices described here.

Consent may generally be withdrawn by contacting us, subject to legal, contractual, tax, professional and record-retention requirements. Withdrawing consent may affect our ability to provide certain services.

When Information May Be Disclosed

We do not sell or rent personal information. Information may be disclosed where reasonably necessary:

• To authorized employees, contractors or representatives.
• To accounting, technology, cloud storage, communications, cybersecurity, document-management or payment providers.
• To government authorities, financial institutions or other parties authorized by a client.
• To lawyers, insurers, auditors and other professional advisers.
• To prevent fraud, collect an account, protect legal rights or enforce an agreement.
• Where disclosure is required or permitted by law, professional obligations, legal process or court order.

Service Providers and Processing Locations

We may use third-party platforms and providers for website hosting, email, secure document exchange, accounting software, appointment scheduling, payment processing, data backup and related business functions.

Some providers may process or store information outside Ontario or outside Canada. Information processed elsewhere may be subject to the laws of the jurisdiction where it is stored or processed.

Where appropriate, we use contractual, administrative and technical safeguards intended to require service providers to protect information and use it only for authorized purposes.

Cookies, Analytics and Website Logs

Our website may use cookies and similar technologies to operate correctly, remember preferences, understand website activity, improve performance and support security.

Most browsers allow cookies to be blocked or deleted. Disabling cookies may affect the operation of certain website features.

Email and Electronic Communications

We may send service-related communications concerning inquiries, appointments, engagements, invoices, records, deadlines, security matters and changes affecting professional services.

We may also send newsletters, educational information or promotional electronic messages where the recipient has consented or where otherwise permitted by applicable law.

Promotional messages may be unsubscribed from using the link in the message or by contacting the firm. Unsubscribing from promotional messages will not necessarily prevent communications required for an active professional engagement.

Retention and Disposal

Personal information is retained only for as long as reasonably necessary to fulfill the purpose for which it was collected and to meet legal, tax, accounting, insurance, professional and regulatory requirements.

Retention periods may vary depending on the type of information, the nature of the engagement, professional obligations and any actual or potential legal dispute.

When information is no longer required, it may be securely deleted, destroyed or anonymized using measures appropriate to its sensitivity.

Safeguarding Personal Information

We use reasonable administrative, physical and technical safeguards designed to protect personal information against unauthorized access, use, disclosure, copying, modification, loss, theft or destruction.

• Access restrictions and account authentication.
• Password and device security practices.
• Secure transmission tools where appropriate.
• Data backup and system monitoring.
• Confidentiality requirements for authorized personnel.
• Secure document storage and disposal procedures.

No website, email system, cloud platform or storage method can be guaranteed to be completely secure. Users should exercise caution when transmitting sensitive information electronically.

Accessing or Correcting Your Information

Subject to applicable exceptions, an individual may request access to personal information held about them and may request correction of information that is inaccurate or incomplete.

Requests should be made in writing using the contact information below. We may need to verify the requester’s identity before responding.

Access may be restricted where permitted or required by law, including where disclosure would reveal information about another person, privileged information or confidential commercial information.

Privacy and Security Incidents

If we become aware of unauthorized access to, loss of or disclosure of personal information, we will assess the incident and take reasonable steps to contain and investigate it.

Where required by applicable law, affected individuals and the appropriate privacy regulator will be notified, and required records relating to the incident will be maintained.

Third-Party Websites and Links

Our website may contain links to government resources, financial institutions, social media platforms or other third-party websites.

We do not control the privacy practices or content of third-party websites. Visitors should review the privacy notices of those services before submitting personal information.

Children’s Information

Our website and professional services are not directed to children acting independently. We do not knowingly collect personal information directly from children through this website without appropriate authorization.

Information about a minor may sometimes be included in tax, payroll, family or financial records supplied by a parent, guardian, employer or authorized client. Such information will be handled in accordance with this policy.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes to our services, technology, business practices or legal obligations.

The updated policy will be posted on this page with a revised “Last Updated” date. Material changes may also be communicated by another reasonable method where appropriate.