Privacy Policy | Quantum Ledger CPA

1. Who We Are

Quantum Ledger CPA Professional Corporation ("we", "us", or "our") is a CPA-regulated accounting firm located at 60 King St W, Stoney Creek, Ontario, L8G 1H8. We are the data controller responsible for your personal information collected through this website and in the course of providing professional accounting services.

2. Information We Collect

We may collect the following categories of personal information:

Contact details: name, email address, phone number, and mailing address provided via our contact form or directly.
Enquiry content: the nature of the service you are interested in and any message you send us.
Financial and tax information: information you provide when engaging us as clients, including income details, business records, and CRA correspondence.
Website usage data: pages visited, time on site, and browser/device type collected via analytics tools (processed in aggregate and not linked to your identity).

3. How We Use Your Information

We use your personal information only for the purpose for which it was collected:

To respond to your inquiry and provide a consultation.
To deliver the professional accounting, tax, bookkeeping, and advisory services you have engaged us for.
To fulfill our legal obligations as a regulated CPA firm (e.g., CRA filings, anti-money laundering requirements).
To communicate service updates, deadlines, and relevant regulatory changes that may affect your file.
To improve this website and our communications.

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

4. Legal Basis

We rely on your consent (provided when you submit the contact form), our contractual obligation to deliver services you engage us for, and our legal obligations as a regulated accounting firm as the bases for processing your personal information under the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial law.

5. Sharing Your Information

We share your personal information only in the following limited circumstances:

Service providers: cloud software platforms (e.g., QuickBooks, Xero, secure document portals) used to deliver your services. These providers are bound by data processing agreements.
Regulatory authorities: the Canada Revenue Agency or other government bodies where required by law or as part of delivering a mandated service on your behalf.
Professional obligations: CPA Ontario oversight activities as required by our professional obligations.

6. Data Retention

We retain client records for a minimum of seven (7) years in accordance with CPA professional standards and CRA requirements. Inquiries that do not result in an engagement are deleted within 12 months. You may request earlier deletion where no legal retention obligation applies.

7. Your Rights

Under PIPEDA, you have the right to:

Access the personal information we hold about you.
Request correction of inaccurate information.
Withdraw consent for non-essential processing (subject to legal obligations).
Lodge a complaint with the Office of the Privacy Commissioner of Canada.

To exercise any of these rights, contact us at info@qledgercpa.com.

8. Security

We take reasonable technical and organizational measures to protect your information against unauthorized access, disclosure, or loss. All data in transit is encrypted using TLS. Physical files are stored securely and accessible only to authorized personnel.

9. Changes to This Policy

We may update this policy from time to time. Material changes will be communicated to active clients directly. The "Last updated" date at the top of this page reflects the most recent revision.

10. Contact

For any privacy-related questions or requests, please contact:
Quantum Ledger CPA Professional Corporation
60 King St W, Stoney Creek, ON L8G 1H8
info@qledgercpa.com
+1 (289) 769-9091