Privacy Policy

At Sharad CPA, we place the utmost importance on protecting your privacy. We believe that maintaining customer trust and confidence is vital to our success. To that end, we have implemented strict business procedures and security measures to ensure that your personal information is handled securely and in accordance with this Privacy Policy.

This Privacy Policy is intended to provide you with a clear understanding of how we collect, use, and disclose your personal information. We may periodically update this policy, and the most current version will always be available on our website.

In this Privacy Policy, references to “Sharad CPA”, “us”, “we” or similar terms refer to Sharad CPA Professional Corporation or Sharad CPA in short.

Scope of this Privacy Policy

This Privacy Policy applies to any “personal information” collected, used or disclosed by Sharad CPA in any form. Consistent with applicable privacy laws, “personal information” refers to any information that identifies an individual. This policy does not apply to the following types of information:

  • Publicly available information such as a person’s name, address, phone number, and email address when listed in a public directory
  • Business contact information including the name, title, business address or phone number of an organization or its employee
  • Information that is aggregated and cannot be associated with an identifiable individual
  • Information that is not considered personal information under applicable privacy laws

Information Collection

Sharad CPA collects personal information from you either directly or through agents acting on our behalf, including:

  • Information you may provide when completing an income tax form, including your name, address, social insurance number, tax and financial information, and email address
  • Information you may provide when registering for an account, using a service, providing feedback, or seeking support
  • Information collected from applications, forms, surveys, and contests, such as your name, address, and email address
  • Payment and billing information, such as credit/debit card information and expiration date
  • GPS location data and/or motion data when you enable location-based services

We limit the collection of personal information to what is necessary for the purposes we have identified, which may change over time as we introduce new features or products. We collect personal information in a fair and lawful manner and will typically obtain it directly from you.

How we Use Collected Information

Sharad CPA collects your personal information to provide you with the services and products you have requested, such as completing and filing your income tax return, establishing your identity, managing our operations, improving our services, and complying with legal and regulatory requirements. We may also use your personal information to understand your needs and preferences and to notify you about new products and services that may be of interest to you. However, you have the right to opt-out of receiving marketing materials at any time.

Consent for Information Collection and Use

Your express consent may be obtained in writing, electronically, or verbally, or it may be implied by an action you have taken. You have the right to refuse or withdraw your consent for the collection, use, or disclosure of your personal information at any time, although this may prevent us from providing you with certain products or services.

Disclosure of Personal Information

Sharad CPA does not reveal personal information to third parties except as described in this Privacy Policy, with your consent, or as required by law. The personal information may be disclosed to:

  • Outside suppliers engaged by Sharad CPA to perform specific services such as billing, credit/debit card processing, marketing, instant refund processing, mailing, data processing, shredding and storage, research, and analytics services. These suppliers are chosen carefully and are required to have privacy and security standards that meet our stringent requirements. Only the necessary personal information is shared and it is kept confidential, with use restricted to the required services.
  • Franchisees, when requested services are located in a franchisee’s service area and between franchisees when services are requested at a different location after receiving services at another franchisee.
  • In the event of a business transaction.

Please note that personal information provided to suppliers located outside Canada may be subject to the laws of those countries.

Protecting Personal Information

Sharad CPA protects personal information using appropriate security measures based on the sensitivity of the information. Access to personal information is restricted to employees who need it to serve you and there are policies and procedures in place to restrict external access to your personal information. This includes physical and electronic security measures, data management practices, password protection, and other measures to restrict access.

Sharad CPA retains personal information only for as long as required by the purpose for which it was collected or by law and once no longer necessary it will be destroyed, erased, or anonymized.

Sharad CPA is responsible for personal information in its possession or control and takes reasonable steps to protect the personal information that has been transferred to a third party in accordance with this Privacy Policy and applicable law. It uses contracts and other means to ensure that third parties provide a similar level of protection for your personal information as provided by Sharad CPA.

Accuracy of Personal Information and Access

It is essential that personal information held by Sharad CPA is accurate, complete, and up to date. You are encouraged to inform Sharad CPA of any changes to your information. You may request access to your personal information, verify its accuracy, and correct it if required by contacting us via email. Access to personal information will be provided except where prohibited by law or restricted for legitimate reasons. There may be a fee for providing access and Sharad CPA will inform you in advance if that is the case. Personal information will not be disclosed over the phone or via email, but other arrangements will be made for you to access it.

Contact Information:

You may also choose to not provide personal information, or withdraw your consent for the collection, use, or disclosure of your personal information at any time, with reasonable notice to Sharad CPA, either in person, via phone or email, unless it is necessary for providing requested services or necessary information relating to accounts with Sharad CPA or required by law.

Managing Communications from Us

We respect your preferences when it comes to receiving electronic communications from us. Your communication preferences can be altered free of charge within 10 business days. To manage your communication preferences, you have the following options:

  • You may change your marketing preferences by sending an email request to sharad@cpasharad.ca, including the contact information you no longer wish to receive communications from and the types of communications you no longer wish to receive.
  • To unsubscribe from all marketing materials, click the unsubscribe link in the email or newsletter you received.
  • Contact us at sharad@cpasharad.ca to provide details on which communications you wish to opt-out of.

Please note that even if you opt out of receiving marketing communications from us, we will continue to send you mandatory service or transactional communications.

Cookies and Other Tracking Technologies

We, or our third-party advertisers, may collect information through the use of cookies, web beacons, and other technologies. These technologies store small pieces of information on your web browser, allowing us to understand how you navigate through our website, customize the website to your preferences, and display the content of interest to you.

We do not link the information stored in these technologies to any personal information you provide. You may be able to configure your browser to accept or reject cookies, but they must be enabled to access most functions on our site. Please consult the help menu of your browser to learn how to change your web technology preferences.

Our website may include advertisements or links to third-party websites, which may assign different web technologies to track your involvement with the advertising site. We do not control these third parties or their use of technologies, and you should review their privacy policies to learn more about their collection and use of your personal information.

You may opt-out of network advertising programs that track your activities across multiple websites to deliver personalized advertising content to you. However, you may still receive other types of advertising. Your opt-out preferences may be removed if you delete browser cookies and web beacons, so you should periodically check and update your preferences.

Accountability

Sharad CPA is responsible for complying with this Privacy Policy and applicable privacy legislation. Our security measures and procedures are regularly monitored to ensure effectiveness and proper administration. If a complaint is found to be justified, appropriate measures, including policy and practice changes, will be taken.

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