Privacy Policy

Updated on September 09, 2025

Introduction

Vipul Jain Consulting Inc. is an independent accounting and consulting firm carrying on business in Ontario, Canada. Our commitment to our clients and contacts is to respect and protect the privacy and confidentiality of personal and business information entrusted to us in the course of rendering our services. As Chartered Professional Accountants, we are governed by CPA Ontario's Code of Professional Conduct and comply with the Personal Information Protection and Electronic Documents Act (PIPEDA).

In our privacy policy, we explain the basic principles of our personal information handling practices, including why we collect and use personal information and your rights related to its collection and use.

Collection and use of your personal information

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

• To assist in the preparation of your financial statements and accounting records
• To prepare your taxation and other returns as required by government and regulatory authorities
• To provide personal and business tax planning services
• To offer other business advisory services
• To understand your needs and determine the suitability of additional services we may provide
• To communicate with you regarding changes in accounting, tax, and other matters affecting you and/or your business
• To provide you with information about our services and products through newsletters and other communications

The types of personal information we may collect include:

• Name, address, telephone numbers, and email addresses
• Social Insurance Numbers and other government identification numbers
• Financial information including income, expenses, assets, and liabilities
• Banking and credit information
• Employment and business information
• Information about family members when relevant to tax planning or estate matters

Consent

We will not collect, use, or disclose your personal information without your consent. By providing us with your personal information for any of the purposes listed above, you consent to our collection and use of the information for those purposes. With respect to personal information provided for the preparation of your taxation and other returns, we will ask for your consent prior to transmitting such information to the appropriate governmental or regulatory authorities.

If it becomes necessary for us to collect your personal information for purposes other than as stated above, we will request your prior consent. Similarly, if it is necessary to use personal information already collected for purposes other than those stated above, we will request your prior consent.

You have the right to refuse or withdraw your consent to the collection, use, and disclosure of your personal information at any time. In some cases, your refusal or withdrawal may prohibit or adversely affect the completion of our professional engagement. We will advise you if those circumstances arise.

In some limited circumstances, the law may require release of personal information to regulatory bodies and governmental authorities without your consent.

Disclosure of personal information

Your personal information may be shared with:

• Our employees, partners, and consultants participating in your engagement
• Other personnel within our firm to the extent required to assess compliance with professional standards and quality control reviews
• External professional practice inspectors (such as representatives of CPA Ontario) who have the legal right to access our files for inspection purposes
• Third-party service providers who assist us in delivering our services, subject to confidentiality agreements
• Government authorities and regulatory bodies as required by law

We will not disclose your personal information to any other third parties without your prior consent, except as required or permitted by law.

Website privacy practices

Information Collection on Our Website: Our website may collect personal information in the following ways:

• Contact Forms: When you submit inquiries, appointment requests, or consultation forms
• Newsletter Subscriptions: When you sign up for our email newsletters or updates
• Resource Downloads: When you download guides, checklists, or other resources
• Event Registrations: When you register for webinars, seminars, or other events
• Cookies and Tracking: Automatic collection of browsing data to improve user experience

Cookies and Analytics: We use cookies and similar technologies to:

• Remember your preferences and improve website functionality
• Analyze website traffic and user behaviour through tools like Google Analytics
• Provide personalized content and relevant information
• Ensure website security and prevent fraud

You may set your browser to notify you when you receive cookies or to reject certain cookies. However, disabling cookies may affect some website features and functionality.

Third-Party Services: Our website may integrate with third-party services (such as email marketing platforms, analytics tools, or appointment scheduling systems). These services have their own privacy policies, and we encourage you to review them. We ensure that any third-party services we use meet appropriate privacy and security standards.

Website Security: We implement security measures to protect information transmitted through our website, including SSL encryption for sensitive data transmission. However, no internet transmission can be guaranteed to be completely secure.

Retention, accuracy and safeguarding

In order to preserve information for governmental and professional purposes and to serve you better, we will retain and safeguard your information for as long as we determine necessary, even if you are no longer a client. Our retention periods comply with professional standards and regulatory requirements.

We will use appropriate technology and maintain high security standards to ensure the protection of your information. Our security measures include:

• Physical security for hard-copy files with restricted access based on client assignment and responsibilities
• Electronic authentication to prevent unauthorized access to digital information
• Secure portals for electronic transmission of sensitive information
• Regular training of staff on privacy and security procedures
• Confidentiality agreements with third-party service providers

While we employ up-to-date technology to protect your personal information when transmitted electronically, you should be aware that no electronic transmission can be guaranteed to be completely secure.

Third-party information

We understand that in the course of delivering our services, you may disclose to us personal information you have collected regarding your employees, customers, and other parties. We commit that this information will be kept private and confidential and will not be released to any third party (other than as may be required by law) without your prior consent.

Accuracy and access to your information

We are committed to maintaining accurate information and urge you to notify us promptly of any changes in your personal information such as name, address, email address, telephone number, and other relevant details.

You have the right to request access to the personal information we have about you. Upon request by email (see Contact us), we will provide you with information about what personal information we hold and how it is being used, within thirty (30) days as required by PIPEDA.

If you identify any errors or omissions in your personal information, we will correct the information promptly. We may also notify other organizations to whom we have disclosed the incorrect information, where appropriate and required by law.

Our responsibilities

Each of our employees, partners, and consultants is responsible for maintaining the confidentiality and security of all personal information to which they have access. Our staff are trained to understand and respect our privacy policy. Compliance with our policies and procedures for protecting personal information is a condition of employment.

We regularly review our privacy policy and procedures to ensure we provide the highest degree of protection in connection with the delivery of our services.

Communications

We may send you email newsletters and updates about accounting, tax, and business matters that may be relevant to you. For email marketing, you may subscribe to our email newsletter through our website. All marketing emails include an unsubscribe link. You can opt out at any time by clicking the unsubscribe link in any email.

Please note that even if you opt out of marketing communications, we may still need to contact you regarding active professional engagements or important account information.

Contact us

We encourage you to send us questions and inquiries on this Policy and the steps we take to keep your personal information secure. Please send us an email: info@vipuljain.ca.

We will respond to all inquiries as soon as is reasonably practicable.

Updates to this policy

We may update this privacy policy from time to time to reflect changes in our practices or applicable laws.