Western CPA Privacy Policy

Last Updated: Dec 9, 2025

Introduction

This Privacy Policy explains how Western CPA Professional Corporation (“Western CPA”, “we”, “us”, “our”) collects, uses, and protects personal information when you:


  • Visit our website, including booking pages and chat widgets
  • Contact us by phone, email, SMS text, or online form
  • Book or attend appointments with our Toronto or Halifax offices


We are a professional accounting firm based in Canada.

Personal information we collect

We may collect the following types of information:


Information you provide directly

  • Name, phone number, email address, mailing address
  • Business name, industry, revenue range, and related details
  • Information about your tax or accounting situation that you choose to share in forms, emails, or during calls
  • Appointment details (service type, preferred office, date/time, notes)
  • Communication preferences (email/SMS consent, opt-outs)


Information collected automatically

When you visit our website, we may automatically collect:

  • IP address, browser type, device type, and operating system
  • Pages visited, time spent on pages, and referring URLs
  • Basic technical information through cookies and similar technologies

You can adjust your browser settings to refuse cookies, but some features of our website may not function properly.

How we use personal information

We use personal information for purposes such as:

  • Responding to inquiries and providing tax and accounting services
  • Scheduling, confirming, and reminding you about appointments
  • Reviewing your situation so we can route you to the appropriate professional
  • Sending service-related communications (e.g., document requests, deadlines, important tax updates)
  • Sending occasional client communications such as birthday or holiday greetings, newsletters, and event invitations, where you have consented
  • Operating, maintaining, and improving our website and internal systems
  • Meeting legal, regulatory, and professional obligations
  • We will not sell your personal information to third parties.

SMS text messages and email communications

When you provide your mobile phone number and check a consent box on our forms or booking pages, you agree that:

  • We may send SMS text messages and emails related to:
  • Your inquiry or request
  • Appointment confirmations, reminders, and rescheduling
  • Important tax and service updates
  • Occasional client communications such as birthday or holiday greetings
  • Message and data rates may apply, depending on your mobile plan.
  • You can opt out of SMS at any time by replying STOP to any message.
  • You can request changes to your communication preferences or unsubscribe from marketing emails using the links or instructions provided in those communications.
  • SMS consent is not required to receive services; if you prefer, you can communicate with us via email or phone only.

Legal basis for processing (Canada)

We generally rely on:

  • Your consent (for SMS, marketing emails, and certain optional data you provide), and
  • Contractual and legitimate interests (to provide services you request, maintain records, manage appointments, and meet regulatory obligations).

You may withdraw your consent for optional communications at any time, subject to legal and contractual restrictions and reasonable notice.

Sharing personal information

We may share information with:

  • Service providers and vendors who assist us with booking systems, customer relationship tools, secure file storage, email/SMS delivery, and website hosting
  • Professional advisors (e.g., legal counsel, IT security) under appropriate confidentiality obligations
  • Government authorities or regulators when required by law, court order, or professional standards
  • Successor organizations in the event of a merger, acquisition, or reorganization, subject to appropriate safeguards

We require third-party providers to protect personal information and use it only for the services they perform for us.

Cross-border data transfers

Our website, booking, and communication tools may be hosted or processed using service providers located outside Canada. This means personal information may be stored or processed in other jurisdictions, where local laws may permit government or regulatory access.

We take reasonable steps to ensure that service providers protect personal information to a standard comparable to Canadian privacy requirements.

Cookies

We and our trusted partners use cookies and other technologies in our related services, including when you visit our Site or access our services. 


A "cookie" is a small piece of information that a website assign to your device while you are viewing a website. Cookies are very helpful and can be used for various different purposes. These purposes include allowing you to navigate between pages efficiently, enable automatic activation of certain features, remembering your preferences and making the interaction between you and our Services quicker and easier. Cookies are also used to help ensure that the advertisements you see are relevant to you and your interests and to compile statistical data on your use of our Services. 


The Site uses the following types of cookies:


a. 'session cookies' which are stored only temporarily during a browsing session in order to allow normal use of the system and are deleted from your device when the browser is closed; 


b. 'persistent cookies ' which are read only by the Site, saved on your computer for a fixed period and are not deleted when the browser is closed. Such cookies are used where we need to know who you are for repeat visits, for example to allow us to store your preferences for the next sign-in; 


c. 'third party cookies' which are set by other online services who run content on the page you are viewing, for example by third party analytics companies who monitor and analyze our web access.


Cookies do not contain any information that personally identifies you, but Personal Information that we store about you may be linked, by us, to the information stored in and obtained from cookies. You may remove the cookies by following the instructions of your device preferences; however, if you choose to disable cookies, some features of our Site may not operate properly and your online experience may be limited.


We also use a tool called “Google Analytics” to collect information about your use of the Site. Google Analytics collects information such as how often users access the Site, what pages they visit when they do so, etc. We use the information we get from Google Analytics only to improve our Site and services. Google Analytics collects the IP address assigned to you on the date you visit sites, rather than your name or other identifying information. We do not combine the information collected through the use of Google Analytics with personally identifiable information. Google’s ability to use and share information collected by Google Analytics about your visits to this Site is restricted by the Google Analytics Terms of Use and the Google Privacy Policy .

Retention of personal information

We retain personal information only as long as necessary to:

  • Provide services and manage our relationship with you
  • Maintain required professional and tax records
  • Meet legal and regulatory obligations

When information is no longer required, we securely delete, anonymize, or archive it according to our retention policies and applicable law.

How we protect personal information

We use administrative, technical, and physical safeguards designed to protect personal information against loss, theft, unauthorized access, disclosure, or misuse. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your rights and choices

Please note that some data recipients may be located outside the EEA. In such cases we will transfer your data only to such countries as approved by the European Commission as providing adequate level of data protection, or enter into legal agreements ensuring an adequate level of data protection.

Your rights and choices

Subject to applicable law, you may have the right to:

  • Access the personal information we hold about you
  • Request corrections to inaccurate or incomplete information
  • Withdraw consent to optional communications (e.g., marketing emails, SMS)
  • Ask questions about our privacy practices

To exercise these rights, contact us using the details below. We may need to verify your identity before responding.

Third-party links

Our website may contain links to third-party sites or tools. We are not responsible for the privacy practices or content of those third parties. We encourage you to review their privacy policies.

Changes to this Privacy Policy

We may update this Privacy Policy from time to time. The “Last updated” date at the top of this page reflects the most recent revision. Changes take effect when posted on our website.

Contact us

If you have questions about this Privacy Policy or our handling of personal information, please contact:


Western CPA Professional Corporation
Toronto

Unit 400, 5045 Orbitor Dr Building 10, Mississauga,

ON L4W 4Y4

416-984-7001

hello@WesternCPA.ca



Halifax

215 – 339 Herring Cove Rd., Halifax, NS B3R 1V5

902-932-4777

info@WesternCPA.ca


If you are not satisfied with our response, you may have the right to contact the Office of the Privacy Commissioner of Canada or your provincial privacy commissioner.

Updates or amendments to this Privacy Policy

We reserve the right to periodically amend or revise the Privacy Policy; material changes will be effective immediately upon the display of the revised Privacy policy. The last revision will be reflected in the "Last modified" section. Your continued use of the Platform, following the notification of such amendments on our website, constitutes your acknowledgment and consent of such amendments to the Privacy Policy and your agreement to be bound by the terms of such amendments.