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Privacy Policy

Last updated: February 2026

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Numbers Plus Professional Corporation (“Numbers Plus”, “we”, “our”) is a Chartered Professional Accountant firm in Ontario. We follow the Rules of Professional Conduct of CPA Ontario, PIPEDA, and applicable Ontario privacy laws. We take your privacy and confidentiality seriously.

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This policy explains how we collect, use, and protect your personal information when you work with us or visit our website.

What Information We Collect

We collect only what we need to provide accounting, tax, and advisory services. This may include:

  • Identity and contact details such as your name, address, email, phone number, and date of birth

  • Financial and tax information such as tax slips, income details, banking information for tax payments or refunds, and business financial records

  • Compliance information such as identification documents required for KYC or regulatory purposes

  • Communications and website data such as emails you send us or technical information collected through our website

We do not collect personal health information unless required for a specific engagement and with your consent.

How We Use Your Information

We use your information to:

  • Provide accounting, tax, and advisory services

  • Communicate with you and respond to your requests

  • Meet legal, regulatory, and professional obligations

  • Manage billing, administration, and internal operations

  • Improve our services, including through secure SaaS and AI tools

  • Protect against fraud and maintain security

We do not use your information for unrelated purposes without your consent.

Use of SaaS Platforms and AI Tools

We use secure Software‑as‑a‑Service (SaaS) platforms and AI‑enabled tools to deliver efficient, accurate, and high‑quality services. These tools may help with:

  • Document management and secure storage

  • Tax and accounting workflows

  • Data extraction and reconciliation

  • Drafting and quality‑assurance processes

  • Administrative and communication functions

All providers must meet strict confidentiality, security, and data‑protection standards. They are not permitted to use your information to train public AI models.

By working with us, you consent to the use of these tools. If you prefer that your information not be processed using AI‑enabled tools, you may let us know and we will accommodate where feasible.

Consent

Your consent may be:

  • Express, when we ask you directly

  • Implied, when you provide information for us to perform services

  • Written, when required for specific disclosures

You may withdraw consent at any time, subject to legal and contractual limits.

How We Share Information

We do not sell your information. We share it only when necessary and only under strict confidentiality protections.

Service Providers

We work with trusted third‑party providers, including SaaS platforms, AI tools, IT support, and accounting/tax software. These providers are bound by confidentiality and security requirements.

Subcontractors

We may hire qualified subcontractors to assist with service delivery. All subcontractors must sign confidentiality agreements and receive only the information needed to perform their work.

Client‑Authorized Third Parties

With your prior consent—usually by email—we may share information with professionals involved in your financial or legal affairs, such as:

  • Bookkeepers

  • Investment advisors

  • Lawyers

  • Mortgage brokers

  • Other service providers assisting you

We share only what is necessary to coordinate services or support your engagement.

Legal and Regulatory Requirements

We may disclose information when required by law, including to the CRA, courts, law enforcement, or CPA Ontario.

Business Transactions

If Numbers Plus undergoes a merger or reorganization, information may be transferred under strict confidentiality protections.

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How We Protect Your Information

We use administrative, technical, and physical safeguards appropriate to the sensitivity of your information, including:

  • Encryption and secure storage

  • Multi‑factor authentication and access controls

  • Cybersecurity monitoring

  • Confidentiality agreements with staff, contractors, and subcontractors

  • Secure destruction of records following CPA Ontario standards

Retention

We keep your information only as long as needed to provide services and meet legal, regulatory, and professional requirements. When no longer required, it is securely destroyed or anonymized.

Your Rights

You may:

  • Request access to your personal information

  • Request corrections to inaccurate or incomplete information

  • Withdraw consent for future use (subject to legal limits)

  • Ask questions about our privacy practices

  • File a complaint with the Office of the Privacy Commissioner of Canada

We respond within the timelines required by law.

Cross‑Border Storage

Some service providers may store or process information outside Canada. Your information may be subject to foreign laws, but we ensure all providers maintain protections comparable to Canadian standards.

Cookies and Website Analytics

Our website may use cookies or analytics tools to improve functionality and user experience. You can adjust your browser settings to limit cookie use.

Children’s Privacy

Our services are intended for adults. We do not knowingly collect information from individuals under 18 without parental or guardian consent.

Updates

We may update this policy from time to time. The “Last updated” date will reflect any changes.

Contact Us

For questions or privacy‑related requests, contact:
Privacy Officer
Numbers Plus Professional Corporation
Mississauga, Ontario, Canada
Email: wendy@numbersplus.ca
Phone: 289‑290‑3322

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