Privacy Policy

This Privacy Policy describes how Atlas One Accounting ("we," "us," or "our") collects, uses, and discloses your personal information when you visit our website, atlasoneaccounting.ca (the "Site"), and when you engage our accounting services. We are committed to protecting the privacy of your personal information in accordance with applicable Canadian privacy legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and any relevant provincial privacy laws.

1. What is Personal Information?

Personal information is any information about an identifiable individual. This includes, but is not limited to, your name, address, email address, phone number, financial information, SIN, and other information that can be used to identify you.

2. Collection of Your Personal Information

We collect personal information from you in several ways:

Information You Provide Directly:
- When you contact us through our website form (e.g., "Contact Us,").
- When you engage our accounting services, we collect information necessary to provide those services, such as financial records, tax information, employment details, and other relevant personal and financial data.
- When you communicate with us via email, phone, or other means.
Information Collected Automatically (Website Usage Data):
- We may use cookies, web beacons, and similar tracking technologies to enhance your experience on our Site. You can control the use of cookies through your browser settings.

3. Purposes for Collecting Your Personal Information

We collect and use your personal information for the following purposes:

To Provide Accounting Services: To deliver the accounting, tax, and financial advisory services you have requested, including preparing tax returns, financial statements, and providing financial advice.
To Communicate with You: To respond to your inquiries, provide information about our services,
To Comply with Legal and Regulatory Obligations: To meet our obligations under applicable laws, regulations, professional standards, and to cooperate with law enforcement or regulatory authorities.
To Protect Our Interests: To detect and prevent fraud, enforce our terms of service, and protect our rights and property.

4. Consent

We will obtain your consent to collect, use, and disclose your personal information, except where permitted or required by law without consent. Your consent can be express (e.g., signing an engagement letter, checking a box on a form) or implied (e.g., providing information for tax preparation). You may withdraw your consent at any time, subject to legal or contractual restrictions and reasonable notice. Please note that withdrawing consent may affect our ability to provide certain services to you.

5. Confidentiality and Disclosure of Your Personal Information

We will not sell, rent, or trade your personal information to third parties.

We follow the principles outlined in the CPA Ontario Code of Professional Conduct to ensure the confidentiality and integrity of personal information.

We may disclose your personal information in the following limited circumstances:

Service Providers: We may share your information with trusted third-party service providers who assist us in operating our business and providing our services (e.g., IT support, cloud hosting, payment processors, cloud accounting software). These service providers are contractually obligated to protect your information and use it only for the purposes for which it was disclosed.
Legal and Regulatory Requirements: We may disclose your personal information if required to do so by law, court order, or to comply with requests from government agencies or regulatory bodies (e.g., Canada Revenue Agency).
Professional Advisors: We may share information with our professional advisors (e.g., lawyers, auditors) when necessary.

6. Secure Data Management

The Firm employs reasonable administrative, technical, and physical safeguards to protect the Client’s personal information and financial data. The Client acknowledges that the Firm may use third-party service providers (e.g. OneDrive cloud storage) to assist in delivery of services, and data may be stored on servers, potentially outside of Canada. However, the Firm ensures that such service providers are contractually obligated to maintain confidentiality and security in accordance with professional standards and applicable Canadian privacy legislation (e.g. PIPEDA). While the Firm strives to protect the Client’s data, absolute security cannot be guaranteed with electronic storage or transmission over the internet.

To provide you with efficient service and security, our firm utilizes TaxDome, a secure practice management platform. We take the protection of your personal and financial information seriously and have chosen this platform specifically for its commitment to Canadian privacy standards for electronic communication and secure data management:

PIPEDA Compliance: Our workflow is designed to meet the requirements of the Personal Information Protection and Electronic Documents Act (PIPEDA).
Canadian Data Residency: All files and personal data uploaded to our TaxDome portal are stored on secure servers located physically within Canada, ensuring your data remains under Canadian jurisdiction.
Advanced Encryption: Your information is protected using 256-bit AES encryption at rest and SSL/TLS encryption during transit—the same security standards used by major Canadian banks.
Secure Access: The TaxDome client portal provides a private, password-protected environment for you to upload documents and sign tax authorizations (such as Form T183). To maintain the highest level of security for sensitive information, we will utilize the TaxDome Client Portal for file transfers.

Data Hosting: You understand that data stored within TaxDome is encrypted at rest and in transit. TaxDome stores data for Canadian firms on AWS (Amazon Web Services) servers physically located within Canada meeting PIPEDA standards.
Use of TaxDome Portal: By using our secure TaxDome portal, you consent to the collection, storage, and processing of your personal information as described above for the purpose of providing accounting and tax services. You may withdraw this consent at any time, though it may limit our ability to provide digital services. TaxDome’s Terms of Service are available at the following link: https://taxdome.com/policies/tos

7. Retention of Your Personal Information

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, to provide our services, to comply with our legal and professional obligations, and to resolve disputes.

8. Your Rights

Under Canadian privacy legislation, you have certain rights regarding your personal information, including:

Right of Access: You have the right to request access to the personal information we hold about you.
Right to Correction: You have the right to request correction of any inaccurate or incomplete personal information we hold about you.
Right to Withdraw Consent: As mentioned earlier, you have the right to withdraw your consent to the collection, use, or disclosure of your personal information, subject to legal or contractual restrictions.
Right to Lodge a Complaint: If you have concerns about our privacy practices, you have the right to lodge a complaint with us or with the Office of the Privacy Commissioner of Canada.

To exercise any of these rights, please contact us using the contact details below.

9. Links to Third-Party Websites

Our Site may contain links to third-party websites (e.g. LinkeIn). This Privacy Policy does not apply to those third-party websites. We encourage you to review the privacy policies of any third-party websites you visit.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will post the updated Privacy Policy on our Site with a revised "Effective Date." We encourage you to review this Privacy Policy periodically. Your continued use of our Site or services after any changes indicates your acceptance of the updated Privacy Policy.

11. Contact Us / Privacy Officer

If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us at:

Jonathan Ouellette, CPA
Atlas One Accounting
613-620-9965
jouellette@atlasoneaccounting.ca

Update Effective: March 9, 2026