Privacy Policy
Last Updated: June 16, 2026
Crownmont Accounting & Advisory ("Crownmont", "we", "our", or "us") is committed to protecting the privacy, confidentiality, and security of personal and financial information entrusted to us by our clients and website visitors.
This Privacy Policy explains how we collect, use, disclose, and safeguard information in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).
By using our website or services, you consent to the practices described in this Privacy Policy.
1. Information We Collect
We may collect the following types of personal and business information:
Contact information (name, email address, phone number, mailing address)
Business information (company name, registration details, financial records)
Identification information (government-issued IDs where required for compliance)
Tax, payroll, bookkeeping, and accounting-related data
Communications sent through email, forms, or other channels
Technical data such as IP address, browser type, and website usage information
We only collect information that is necessary for providing professional accounting, tax, bookkeeping, payroll, and advisory services.
2. How We Use Your Information
We use collected information for the following purposes:
Providing accounting, tax, bookkeeping, payroll, and advisory services
Preparing financial statements, tax filings, and regulatory submissions
Verifying identity and meeting legal and regulatory requirements
Communicating with clients regarding services and updates
Maintaining internal records and service quality
Complying with professional, legal, and regulatory obligations
We do not use personal information for unrelated or unauthorized purposes.
3. Consent
By engaging our services or using our website, you provide implied consent for the collection, use, and disclosure of your information as outlined in this Privacy Policy.
Where required by law, we may seek explicit consent for certain types of information collection or use.
You may withdraw consent at any time, subject to legal or contractual restrictions.
4. Disclosure of Information
We do not sell, rent, or trade personal information.
We may disclose information only in the following circumstances:
To regulatory or government authorities as required by law
To financial institutions or service providers involved in service delivery
To professional advisors (legal, accounting, or compliance consultants)
Where required for tax filings, payroll processing, or statutory obligations
To protect our rights, property, or safety, or that of our clients or others
All third parties are required to maintain confidentiality and use information only for authorized purposes.
5. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect personal and financial information against unauthorized access, loss, misuse, or disclosure.
While we take appropriate security measures, no system can be guaranteed as completely secure. Clients acknowledge and accept this inherent risk when transmitting information electronically.
6. Data Retention
We retain personal and financial information only as long as necessary to:
Fulfill the purposes for which it was collected
Comply with legal, tax, and regulatory requirements
Resolve disputes and enforce agreements
After the retention period, information is securely destroyed or anonymized.
7. Cookies and Website Analytics
Our website may use cookies and similar technologies to improve user experience and analyze website performance.
These tools may collect non-personal information such as browser type, device information, and pages visited.
You may disable cookies through your browser settings; however, some features of the website may not function properly.
8. Your Rights
Subject to applicable laws, you may have the right to:
Request access to your personal information
Request correction of inaccurate or incomplete information
Withdraw consent for certain uses of your information
Request information about how your data is used and shared
Requests may be subject to verification and legal limitations.
9. Third-Party Services
Our services may involve third-party providers such as accounting software, payroll systems, or cloud storage platforms.
We ensure, where reasonable, that such providers maintain appropriate security and confidentiality standards. However, we are not responsible for the privacy practices of third-party platforms beyond our control.
10. International Data Storage
Your information may be stored or processed in Canada or other jurisdictions where our service providers operate. These jurisdictions may have different privacy laws than Canada.
By using our services, you consent to such cross-border data storage and processing.
11. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in legal, regulatory, or operational requirements.
Updates will be posted on our website with a revised “Last Updated” date. Continued use of our services constitutes acceptance of the updated policy.
12. Contact Us
If you have any questions about this Privacy Policy or wish to exercise your rights, please contact:
Crownmont Accounting & Advisory
Email: info@crownmont.ca
Phone: +1 (226) 580-0057