Privacy Policy

1. Introduction

Safeguarding your personal and accounting information is critically important to ComptaTop. This privacy policy describes how we gather, utilize, and safeguard your personal information when you use our accounting and bookkeeping services, and when you interact with our guidance platform.

Our data handling practices adhere to Canadian data protection laws, European Union regulations, including the General Data Protection Regulation (GDPR), and international standards for protecting personal information of accounting services clients and professionals.

2. Data Collection and Use

We gather personal information in the following circumstances:

  • When you request accounting or compliance services
  • When you request details about our accounting guidance services and planning assistance
  • When you participate in guidance service sessions, consultations, or accounting communications
  • When you contact our support team for accounting compliance assistance or inquiries

The information gathered may include:

  • Full name and contact details for accounting guidance services
  • Professional information and accounting compliance requirements
  • Email address, phone number and postal address
  • Accounting service information and compliance data
  • Payment and billing information (processed via secure channels)
  • Communication preferences and accounting guidance service requirements

3. Data Processing Purposes

Your personal information is utilized exclusively for the following purposes:

  • Delivering comprehensive accounting and regulatory compliance services
  • Managing client relationships and accounting guidance service administration
  • Enhancing our accounting service delivery and client experience
  • Communicating service updates, compliance notices, and guidance announcements
  • Processing service payments and managing billing arrangements
  • Complying with legal and professional regulatory requirements

Your information is processed only to the extent necessary to achieve these specific accounting and planning purposes.

4. Data Security

We implement comprehensive technical and organizational security measures to protect your confidential accounting guidance information against unauthorized access, misuse, loss, or modification.

These measures include advanced encryption protocols, secure client communication systems, regular security assessments, and strictly controlled access limited to authorized accounting experts and support staff.

Your information is stored in accordance with professional accounting guidance service standards and regulatory requirements, ensuring appropriate retention periods for compliance documentation and client records.

5. Data Sharing

We only share your personal information with third parties in the following circumstances:

  • With legal authorities or government agencies when required by law
  • With accounting authorities and professional organizations as specified by compliance procedures
  • When required by law, regulatory order, or professional obligation
  • With your explicit written consent for specific legitimate purposes

All third parties who may access your information are bound by strict confidentiality obligations and professional standards equivalent to our own privacy protections.

6. Website and Cookies

Our accounting guidance services website uses cookies and similar technologies to enhance your service experience and provide essential functionality for accessing accounting guidance content.

We use the following cookie categories:

  • Essential Cookies: Required for basic website operation and secure client portal access
  • Functional Cookies: Store your settings and enable personalized service experience features
  • Analytical Cookies: Help us understand website usage to improve accounting guidance service accessibility
  • Performance Cookies: Optimize technical performance and service security

You can manage your cookie settings at any time through your browser settings or our cookie settings center.

7. Your Rights

As a client of our accounting guidance services, you have the following rights regarding your personal information:

  • Right of Access: You can request copies of all personal information we hold about you
  • Right of Rectification: You can request correction of inaccurate or incomplete information
  • Right to Erasure: You can request deletion of your information under certain conditions (subject to legal retention requirements)
  • Right to Restriction of Processing: You can request restriction of information processing
  • Right to Data Portability: You can receive your information in a structured, machine-readable format
  • Right to Object: You can object to certain types of information processing

To exercise these rights, please contact us using the contact details provided at the end of this policy.

8. GDPR Compliance

As a provider of accounting guidance services serving clients who may be subject to European Union regulations, we are committed to full compliance with the General Data Protection Regulation (GDPR).

We ensure the following GDPR principles:

  • Lawful Processing: We process your information based on valid legal grounds, including consent, contract execution, and legitimate interests
  • Purpose Limitation: Your information is used only for specific accounting guidance purposes and not for incompatible purposes
  • Data Minimization: We only gather information necessary for providing accounting guidance services
  • Storage Limitation: We retain your information only as long as necessary and in accordance with professional accounting guidance service requirements
  • Integrity and Confidentiality: We implement comprehensive security measures to ensure maximum information protection

In accordance with GDPR, you also have the right to lodge a complaint with a supervisory authority if you believe that the processing of your personal information violates the regulation.

For GDPR-related requests or to exercise your GDPR rights, please contact us at privacy@comptatop.com.

9. Contact Information

For all privacy-related questions or to exercise your data protection rights, you can contact us at:

ComptaTop
245 Bay Street, Suite 1200
M5J 2J1 Toronto, Canada

E-mail : privacy@comptatop.com
Phone : +1 5983 592858

Business Number (BN): 940276140

10. Modifications

We regularly review and update this privacy policy to reflect changes in our practices, legal requirements, or accounting guidance service standards. The current version is always available on our website.

For significant changes, we will inform you through appropriate channels, such as direct communication or website notifications, in accordance with professional accounting guidance service standards.

Last updated: January 14, 2025