Privacy Policy

Last Updated: November 18, 2025

We get it - nobody actually enjoys reading privacy policies. But when you're trusting us with your financial info, you deserve to know exactly how we're handling it. So here's the straight talk on what we collect, why we need it, and how we keep it safe.

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Your Privacy Matters

We're committed to protecting your financial information with the highest standards of security and confidentiality.

Information We Collect

Look, as accounting professionals, we need some info to do our job properly. Here's what we typically gather from our clients:

Personal Information

When you reach out or become a client, we'll collect basics like your name, business name, email address, phone number, and business address. Pretty standard stuff - can't really help you file taxes without knowing who you are, right?

Financial Information

This is where it gets more detailed. We're talking Social Insurance Numbers, Business Numbers (BNs), GST/HST numbers, banking details, financial statements, tax returns, payroll records - basically everything we need to provide accurate corporate tax planning and financial services. We handle this stuff daily and treat it with the seriousness it deserves.

Website Usage Data

Our website collects some technical info automatically - IP addresses, browser types, pages you visit, how long you hang around. It helps us improve the site and make sure everything's working smoothly on your end.

How We Use Your Data

We're not in the business of collecting data for fun. Everything we gather serves a specific purpose:

Service Delivery

Preparing tax returns, financial statements, managing bookkeeping, processing payroll - all the stuff you're actually paying us to do.

Communication

Keeping you in the loop about deadlines, tax changes, updates to your account. We won't spam you with nonsense.

Legal Compliance

CRA requirements, professional standards, regulatory obligations - there's a ton of rules we've gotta follow as accountants.

Security & Fraud Prevention

Monitoring for suspicious activity, protecting your accounts, keeping the bad guys out.

Data Protection & Security

Here's the thing - we've been doing this long enough to know that security isn't optional. Your financial data is probably some of the most sensitive info you've got, and we treat it that way.

Our Security Measures
  • Encryption: All data transmission uses SSL/TLS encryption. Your info's scrambled in transit.
  • Secure Storage: We use encrypted servers and secure cloud storage solutions that meet Canadian privacy standards.
  • Access Controls: Only authorized team members can access client data, and only when they need to for your file.
  • Regular Audits: We routinely review our security practices and update them as needed.
  • Physical Security: Our office at 1280 Burrard Street has controlled access and secure document storage.

No system is 100% foolproof, but we're doing everything reasonably possible to keep your data locked down tight.

Sharing & Disclosure

We're not selling your data to marketers or sharing it for kicks. Here's the only times your information leaves our hands:

Government Agencies

CRA, provincial tax authorities - when we're filing your taxes or they've got a legitimate legal request, we've gotta share what's required. That's just how the system works.

Service Providers

Sometimes we use third-party software for payroll processing, cloud storage, or accounting platforms. We only work with providers who meet Canadian privacy standards and have proper security in place.

Professional Advisors

If you've asked us to coordinate with your lawyer, banker, or other advisors, we'll share relevant info with your permission.

Legal Obligations

Court orders, legal proceedings, protecting someone's safety - there are rare situations where the law requires us to disclose information.

Your Rights

Under Canadian privacy law (PIPEDA and provincial equivalents), you've got some solid rights when it comes to your personal information:

Right to Access

You can request a copy of all the personal info we've got on file for you.

Right to Correction

If something's wrong or outdated, let us know and we'll fix it ASAP.

Right to Withdraw Consent

You can opt out of non-essential communications anytime. Though we'll still need to keep stuff for legal/tax purposes.

Right to Complain

If you think we've mishandled your data, you can file a complaint with the Office of the Privacy Commissioner of Canada.

Cookies & Tracking Technologies

Our website uses cookies - those little text files that help websites remember you. Nothing sinister, just practical stuff:

  • Essential Cookies: Keep the site functioning properly. Can't really turn these off without breaking things.
  • Analytics Cookies: Help us understand how people use the site so we can make it better. We use Google Analytics with IP anonymization turned on.
  • Preference Cookies: Remember your settings and choices so you don't have to re-enter everything each visit.

You can adjust your browser settings to refuse cookies, but it might affect how the site works for you. Most browsers let you control cookie settings pretty easily.

Data Retention

We can't just delete your financial records whenever - there are legal requirements around how long we need to keep this stuff.

Retention Periods

Tax Documents: CRA requires us to keep these for at least 6 years from the end of the tax year they relate to.

Financial Records: Generally 7 years, sometimes longer depending on the type of record and applicable regulations.

Client Communication: We keep correspondence and notes for as long as we maintain the client relationship, plus the required retention period after.

Marketing Data: If you've unsubscribed or aren't a client, we'll remove you from marketing lists. Some basic info might stick around for legal compliance purposes.

Once we're past the required retention period and there's no legitimate business reason to keep your data, we securely delete or anonymize it.

Changes to This Policy

Privacy laws evolve, our practices improve, technology changes - so this policy isn't set in stone forever. When we make significant updates, we'll:

  • Update the "Last Updated" date at the top of this page
  • Email active clients about major changes
  • Post a notice on our website

We recommend checking back occasionally to stay informed. If you keep using our services after we've updated the policy, we'll take that as acceptance of the changes.

Questions About Privacy?

If you've got questions about this policy, want to exercise your privacy rights, or have concerns about how we're handling your data, don't hesitate to reach out. We'd rather have a conversation than have you worrying about it.

Get in Touch

Email: contact@draviontheris.info

Phone: (604) 792-3341

Mail: 1280 Burrard Street, Suite 405, Vancouver, BC V6Z 2K3

Frequently Asked Questions

No, we don't just send your info to CRA randomly. We only share what's required when filing your tax returns or responding to specific CRA requests. Everything's done with proper authorization and documentation. You'll always know when we're communicating with the tax authorities on your behalf.

Partially, yes. We're legally required to keep certain financial and tax records for specific periods (usually 6-7 years). Once those retention periods expire, we can delete your information. If you're no longer a client, we can remove you from marketing communications immediately, but the core financial records still need to stick around for the legally mandated timeframe.

We use multiple layers of security - encrypted connections, secure servers, access controls, regular security audits, and staff training. Our cloud providers are Canadian-compliant and meet industry standards. Physical documents are stored securely at our Vancouver office with controlled access. We also have incident response procedures in place. If there ever was a breach affecting your data, we'd notify you immediately as required by law.

Only the team members directly working on your file. We use role-based access controls, so not everyone in the office can see everyone's data. Your assigned accountant and any support staff they need for your specific work (like a bookkeeper or tax preparer) will have access. Everyone on our team is bound by professional confidentiality obligations and has signed confidentiality agreements.

We'll transfer your files to your new accountant once you've signed the appropriate authorization. We'll provide copies of relevant documents they need to continue serving you. However, we still keep our own copies for the required retention periods - that's non-negotiable from a legal standpoint. The transfer process is standard in the accounting world and we make it as smooth as possible.

Yes, we prioritize Canadian data storage. Our primary servers and cloud storage solutions are located in Canada and operated by providers who comply with Canadian privacy laws. Some software tools we use might have servers in other jurisdictions (usually the US), but we only work with providers who meet adequate privacy standards and have proper data protection agreements in place.