Privacy Policy of Ledgers Canada

Personal Information - Means any information about you except your name, business title, business address, business email address, business telephone number or business fax number.  It also does not include your home address and telephone number if these are published in a telephone or other directory.

Accountability - We are responsible for the personal information under our control and we empower our franchisees to protect your information and rely on them for compliance with this policy.  

What Personal Information do we collect? - When you hire a Ledgers Professional, depending on the nature of the engagement, we may collect your name, address, phone number, date of birth, social insurance number, income information, information as to marital status, dependents, spousal and dependent income and other financial and/or credit information.

The security of your information is important to us - Your personal information is used by us only for the purposes identified below and access to your personal information is limited to those employees of Ledgers who need to have access to it.

How do we use your Personal Information? - Your personal information may be used by us to correspond with CRA, other Federal Agencies, banks and other lending institutions. Under no circumstances, will we disclose any personal information without your express consent.

Sometimes we have to share Personal Information - We do not sell or exchange your personal information with third parties. We may however, be obligated to disclose your personal information with CRA, and other Federal agencies. We may also disclose your personal information where we are required or permitted by law to do so.

How long do we keep your personal information? - We will retain your personal information related to Income Tax matters as long as we are obligated by CRA.  Any other information will be retained as long as you are a client of Ledgers and for 3 years after the last engagement has been completed.

What can you do if you want to limit the use to which we put your personal information? - Most of the information we collect relates to the Income Tax Act, and the information collected is necessary to file your tax returns and to correspond with CRA on your behalf.  Similarly, we must disclose your personal information as described above in order to correspond with CRA and to complete your tax return obligations.  If you do not want us to disclose your personal information in any particular way, please inform us in writing.

You can request access to your personal information - You have the right to access the personal information which we have about you and to request that personal information which you believe inaccurate to be corrected.

SMS Messaging:

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. 

By providing my phone number to Ledgers Canada, I agree and acknowledge that Ledgers Canada may send text messages to my wireless phone number for any purpose. Message and data rates may apply. Message frequency will vary, and you will be able to opt out by replying “STOP", assistance can be found by texting "HELP". For more information on how your data will be handled please visit: https://ledgers.com/privacy-policy