Privacy Policy

1. Introduction

LedgerSummitEdge is committed to protecting your personal data and maintaining transparency in our accounting services. This Privacy Policy explains in detail how we collect, process, and secure your data when providing our accounting, bookkeeping services, and client support. The responsible handling of your personal and financial information is fundamental to our accountant-client relationship and is guaranteed according to the strictest ethical and professional standards.

The terms used in this Privacy Policy are defined in the General Data Protection Regulation (GDPR) and the Canadian Personal Information Protection and Electronic Documents Act (PIPEDA).

2. Controller

The controller for the processing of personal data in the context of our accounting services and this website is:

LedgerSummitEdge
123 Main Street
Suite 200
Toronto, ON M5H 2N2, Canada

E-Mail: info@ledgersummitedge.com
Phone: +1 (416) 555-1234
Business Number (BN): 836205723

3. Types of processed data

  • Personal identification data (name, email address, professional title, business circumstances)
  • Contact information (email address, telephone number, business address, preferred communication methods)
  • Accounting service data (financial information, bookkeeping records, consultation records, service preferences)
  • Business financial data (accounting needs, bookkeeping matters, financial goals, tax concerns)
  • Website usage data (visit times, accessed pages, consultation scheduling, form submissions)
  • Technical information (IP address, browser type, device information, location data)
  • Communication records (client service interactions, accounting consultations, feedback, survey responses)

4. Purpose of processing

  • Providing accounting guidance and bookkeeping coaching
  • Managing client relationships and accounting service files
  • Delivering personalized accounting advice and financial development
  • Sending accounting updates and service change notifications
  • Improving our accounting services and client care
  • Conducting client satisfaction surveys and service quality assessments
  • Maintaining website security and preventing unauthorized access

5. Security measures

We implement comprehensive security measures in accordance with Article 32 GDPR to protect your personal and accounting data. This includes modern encryption technologies for transferring client information, regular security audits of our digital platforms, and strict access controls. All personal and financial data are handled with the highest care and are only accessible to authorized accounting staff members who are subject to strict confidentiality obligations and professional accounting ethics.

6. Your rights

As a data subject, you have the following rights:

  • Right to access all stored personal and accounting service data
  • Right to correct incorrect or incomplete client information
  • Right to delete your data after termination of accounting services
  • Right to restrict processing of your personal data
  • Right to data portability to other accounting service providers
  • Right to object to processing, in particular for marketing purposes
  • Right to complain to the competent supervisory authority (Office of the Privacy Commissioner of Canada)

7. GDPR compliance

LedgerSummitEdge processes all personal data in full compliance with the General Data Protection Regulation (GDPR). We implement the following measures to maintain GDPR compliance:

  • Lawful processing: We process your data exclusively on the basis of the six legal grounds defined in the GDPR (consent, contract performance, legal obligation, vital interest, public interest, or legitimate interest).
  • Data minimization: We only collect data that is necessary for the proper provision of our accounting services and client support.
  • Transparency: This Privacy Policy informs you in clear, understandable language about all aspects of data processing.
  • Storage limitation: Your data will only be stored as long as it is necessary for the processing purpose or legal storage periods exist.
  • Data security: We implement technical and organizational measures to maintain an appropriate level of security for client and user data.
  • Order processing: External service providers who process data on our behalf are contractually obliged in accordance with Article 28 GDPR.
  • Data protection impact assessment: We conduct comprehensive data protection impact assessments for processing operations with high risk.

As a Canadian accounting services company with international clients, we have appointed a qualified data protection officer who acts as a direct contact person for all data protection-related matters. Contact details can be found in Section 2.

8. Changes to the Privacy Policy

The continuous development of our accounting services and adaptation to changing professional requirements may necessitate updates to this Privacy Policy. We therefore recommend that you regularly review this statement. In the event of significant changes, we will inform you proactively through appropriate communication channels such as email or a prominent notice on our website. The current version is always available on this page with the corresponding validity date.