Deeth & Co. LLP — Privacy Policy

Effective Date: July 24, 2026

Who We Are

Deeth & Co. LLP (“we”, “us”, “our”, or the “Firm”) is a Chartered Professional Accountant firm licensed to practise public accounting in the Province of Ontario. Our website address is [www.deethco.com]. This policy explains how we collect, use, disclose, and safeguard personal information in the course of operating our website and providing accounting, tax, assurance, and advisory services to our clients.

This policy is designed to comply with the Personal Information Protection and Electronic Documents Act (PIPEDA), Ontario’s applicable privacy legislation, and the Rules of Professional Conduct and confidentiality standards of the Chartered Professional Accountants of Ontario (CPA Ontario).

The Personal Information We Collect

Depending on your relationship with the Firm, we may collect:

• Contact information (name, mailing address, email address, telephone number)
• Identification information (date of birth, Social Insurance Number, government-issued ID) required to prepare tax filings or complete client identification and verification obligations
• Financial information (income, banking details, investment holdings, business records, payroll data, and other information necessary to provide accounting, bookkeeping, tax, or assurance services)
• Information submitted through website contact forms, newsletter sign-ups, or client portal registration
• Technical information such as IP address, browser type, and website usage data collected through cookies and analytics tools
• Information you provide when leaving a comment, review, or testimonial on our website

How We Collect Your Information

We collect personal information directly from you when you engage our services, complete an engagement letter, submit documents through our secure client portal, email or call our office, or complete a form on our website. We may also receive information from third parties such as the Canada Revenue Agency (CRA), financial institutions, or other professionals (e.g., lawyers, bookkeepers) where you have authorized us to communicate with them on your behalf.

Why We Collect and Use Your Information

We use personal information to:

• Prepare and file tax returns and other regulatory filings
• Perform bookkeeping, payroll, assurance, and advisory engagements
• Communicate with you regarding your engagement, deadlines, and deliverables
• Meet our professional, legal, and regulatory obligations, including client identification and anti-money laundering requirements where applicable
• Respond to inquiries submitted through our website
• Improve our website and understand how visitors use it
• Send administrative or, where you have consented, promotional communications (e.g., a firm newsletter)

Cookies and Website Analytics

Like most websites, our site may use cookies and similar technologies to support core functionality and to understand how visitors use the site.

• Session and preference cookies: used to remember display choices and keep the site functioning correctly.
• Client portal cookies: if you log in to our secure client portal, cookies are used to keep you securely signed in for the duration of your session.
• Analytics cookies: we may use services such as Google Analytics to understand aggregate website traffic. These tools may collect your IP address and browsing behaviour on our site.

You can set your browser to refuse cookies or alert you when cookies are being sent. Some parts of the site, such as the client portal, may not function properly without them.

Embedded and Third-Party Content

Our website may include embedded content (such as maps, videos, or social media posts) or links to third-party services (such as our secure document portal, e-signature provider, or online scheduling tool). These third parties operate under their own privacy policies, and interacting with embedded content may result in data collection by that third party, independent of this Firm.

Who We Share Your Information With

We do not sell or rent your personal information. We may share personal information with:

• The Canada Revenue Agency and other government or regulatory bodies, as required to file returns or respond to regulatory requests
• Third-party service providers who support our operations, such as tax preparation software providers, secure document portal or cloud storage providers, IT support, and payment processors — all of whom are contractually required to protect your information
• Other professionals (e.g., your lawyer or financial advisor) only where you have authorized us to do so
• CPA Ontario or another regulatory/professional body, if required as part of a practice inspection or professional conduct matter
• A successor firm, in the event of a merger, acquisition, or sale of all or part of the practice, subject to confidentiality obligations

We disclose personal information without consent only where permitted or required by law (for example, in response to a valid court order, subpoena, or statutory obligation).

Where Your Information Is Stored

Personal information is generally stored on servers located in Canada. Where we use a third-party service provider (such as cloud storage or software providers) whose servers are located outside of Canada, your information may be subject to the laws of that jurisdiction, including potential access by foreign authorities. We take reasonable steps to ensure any such provider maintains privacy and security safeguards consistent with this policy.

How Long We Retain Your Data

We retain client working papers, tax filings, and supporting records for the period required by CPA Ontario’s professional standards and applicable law — generally a minimum of six (6) years from the end of the last taxation year to which the records relate, or longer where required by a specific engagement, regulatory requirement, or ongoing dispute. Website inquiry or contact form submissions that do not result in a client engagement are retained only as long as needed to respond to your inquiry, unless you ask us to delete them sooner.

How We Protect Your Information

We maintain administrative, technical, and physical safeguards appropriate to the sensitivity of the personal information we hold, including secure client portals, encrypted file transfer, restricted staff access, and confidentiality obligations under our professional standards. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your Rights Over Your Data

Under PIPEDA, you have the right to:

• Know why we collect, use, or disclose your personal information
• Access the personal information we hold about you and request corrections to inaccurate or incomplete information
• Withdraw consent for optional uses of your information (e.g., marketing emails), subject to legal or contractual restrictions
• File a complaint about our handling of your personal information

To make a request, please contact our Privacy Officer using the details below. If you are not satisfied with our response, you may contact the Office of the Privacy Commissioner of Canada at priv.gc.ca.

Changes to This Policy

We may update this privacy policy from time to time to reflect changes in our practices or legal requirements. The updated version will be posted on this page with a revised effective date.

Contact Us

If you have questions about this policy or wish to exercise your privacy rights, please contact:

[Name/Title, e.g., Managing Partner], Privacy Officer

Deeth & Co. LLP

Chartered Professional Accountants

1 Hurontario Street Suite 220

Mississauga, ON  L5G 0A3