Privacy Policy

1. Who We Are

Core Accounting Inc. ("Core Accounting," "we," "us," or "our") is a professional accounting firm based in Pickering, Ontario, Canada. We provide tax preparation, bookkeeping, payroll, HST/GST filing, and advisory services to individuals and businesses across Canada. This Privacy Policy explains how we collect, use, disclose, and protect your personal information.

2. Information We Collect

We collect personal information that you provide to us directly, including:

• Contact information — name, email address, phone number, mailing address
• Financial and tax information — income details, tax slips (T4, T3, T5), business records, CRA correspondence
• Business information — corporation details, financial statements, payroll records
• Government-issued identifiers — Social Insurance Number (SIN), Business Number (BN), where required for tax filing
• Communications — emails, messages, and notes from consultations

We may also collect technical information when you visit our website, including your IP address, browser type, pages visited, and time spent on the site.

3. How We Use Your Information

We use your personal information to:

• Prepare and file tax returns, financial statements, and government forms on your behalf
• Communicate with the Canada Revenue Agency (CRA) and other government bodies on your behalf
• Provide bookkeeping, payroll, and advisory services
• Send invoices and process payments
• Respond to your inquiries and provide client support
• Comply with professional, legal, and regulatory obligations
• Improve our website and services

4. How We Protect Your Information

We take the protection of your personal and financial information seriously. Our safeguards include:

• Secure, encrypted document sharing portals for all client file transfers
• Password-protected systems with restricted access
• Strict professional and ethical obligations regarding client confidentiality
• No sharing of client information with third parties except as required by law or with your explicit consent

5. Disclosure of Your Information

We do not sell, rent, or trade your personal information. We may disclose your information only in the following circumstances:

• With your consent — when you authorize us to communicate with CRA, financial institutions, or other parties on your behalf
• Legal requirements — when required by law, court order, or regulatory authority
• Service providers — trusted third-party software providers (e.g., tax filing software, document storage) who are bound by confidentiality obligations

6. Retention of Information

We retain client records for a minimum of seven (7) years, in compliance with CRA requirements and professional standards. After the retention period, records are securely destroyed.

7. Your Rights

Under Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation, you have the right to:

• Access the personal information we hold about you
• Request corrections to inaccurate information
• Withdraw consent for certain uses of your information (subject to legal and professional obligations)
• Lodge a complaint with the Office of the Privacy Commissioner of Canada

To exercise any of these rights, contact us at info@core-inc.ca.

8. Website Cookies & Analytics

Our website uses Google Analytics to understand how visitors use our site. This collects anonymized data including pages visited, time on site, and general location. You can opt out of Google Analytics tracking using the Google Analytics Opt-out Browser Add-on.

Our contact forms are processed through Formspree. Information submitted through our contact form is transmitted securely and used only to respond to your inquiry.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated date. Continued use of our services after changes constitutes acceptance of the updated policy.

10. Contact Us

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us: