Your privacy matters.

1. Introduction

Nortra Accounting ("Nortra", "we", "our", or "us") is committed to protecting the privacy and confidentiality of the personal and financial information entrusted to us.

2. Information We Collect

We may collect personal information including your name, contact information, tax records, accounting records, financial information, government-issued identifiers, communications, and other documents necessary to provide our services.

3. How We Use Your Information

Your information is used only to provide accounting, bookkeeping, taxation, and related professional services, communicate with you, meet legal obligations, and maintain our business records.

4. Third-Party Service Providers

We use trusted third-party service providers to deliver our services. These may include email providers, Dropbox, QuickBooks, Xero, payment processors, electronic signature platforms, cloud storage providers, and government filing portals.

Information stored or processed through these services is subject to the privacy policies and security practices of the respective providers. While we carefully select reputable providers, Nortra does not control how these independent companies process information within their own systems.

5. Artificial Intelligence

Nortra does not use artificial intelligence systems to process, summarize, analyze, or generate work product using client information.

Where third-party platforms provide optional AI features, Nortra will disable or refrain from using those features whenever reasonably possible.

Some third-party providers may independently incorporate AI into their products or infrastructure. Any such use is governed by that provider's own privacy policy and is outside Nortra's control.

6. Confidentiality

We treat all client information as confidential and disclose it only with your authorization or where required by law.

Communications with an accounting firm are not generally protected by solicitor-client privilege. Information in our possession may therefore be subject to lawful disclosure if required by legislation, a court, or a regulatory authority.

7. Retention of Records

We may retain personal and financial information, including Social Insurance Numbers and supporting tax documentation, for up to seven years in accordance with Canada Revenue Agency guidance, professional standards, and our business recordkeeping practices.

You may request deletion of your information before the end of this period. Where we are not legally or professionally required to retain the information, we will delete or anonymize it upon request.

Once information has been deleted at your request, you become responsible for maintaining any records required to satisfy Canada Revenue Agency or other legal recordkeeping requirements.

8. Security

We use reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, alteration, or destruction.

9. Contact

Questions regarding this Privacy Policy may be directed to:

Nortra Accounting
contact@nortra.ca