Privacy Policy

How we protect your information

Our Commitment to Privacy

At HK CPA Professional Corporation, we are committed to protecting the privacy and confidentiality of personal information entrusted to us by our clients. We adhere to the professional standards established by the Chartered Professional Accountants of Canada (CPA Canada) and comply with all applicable privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).

Professional Standards & Compliance

As members of the Chartered Professional Accountants of Canada, we follow the CPA Code of Professional Conduct which includes specific provisions regarding confidentiality of information. This includes:

Rule 208 – Confidentiality of information, which prohibits disclosure of any confidential information without proper and specific authority
Adherence to the CPA Canada Privacy Resources and Guidelines for professional accounting practices
Compliance with provincial CPA regulatory body requirements regarding information security
Implementation of the CPA Canada's recommended safeguards for electronic and physical data protection
Regular review and updates to our privacy practices in line with professional standards

What Information We Collect

We collect and maintain personal and financial information that is necessary for the provision of professional accounting and tax services. This may include:

Contact information (name, address, phone number, email)
Financial and tax information
Social Insurance Number (SIN) and other government identification

Employment and business information
Banking information
Other information relevant to providing our services

How We Use Your Information

In accordance with CPA Canada guidelines, we use the information collected only for legitimate professional purposes:

Providing accounting, tax, and financial advisory services
Complying with professional, legal, and regulatory obligations
Processing payments and maintaining client accounts

Communicating with you regarding our services
Improving our services and client experience
Fulfilling our professional obligations as CPAs

How We Protect Your Information

Following CPA Canada's guidance on digital presence and information security, we maintain robust safeguards to protect personal information:

Secure and restricted access to physical files
Encryption of electronic information
Password protection on all electronic devices and files

Secure cloud storage with industry-standard security measures
Staff training on privacy and confidentiality protocols
Confidentiality agreements with any third-party service providers

Disclosure of Information

We adhere to the CPA Canada Code of Professional Conduct's strict confidentiality requirements. We do not disclose personal information to third parties without consent, except where required by:

Tax authorities such as the Canada Revenue Agency
Court orders or legal processes
Professional practice inspections by our regulatory body (provincial CPA organization)
Situations where disclosure is permitted by professional standards to protect the public interest

Retention of Information

We retain personal information only as long as necessary to fulfill the purposes for which it was collected, or as required by law or professional standards. Our retention policies align with CPA Canada's guidelines and legal requirements for tax and accounting records. The CPA Canada's Practice Management resources provide specific guidance on document retention which we follow, including the requirement to maintain certain records for a minimum of seven years.

Your Rights

In accordance with Canadian privacy legislation and CPA professional standards, you have the right to:

Access your personal information
Request corrections to inaccurate information
Withdraw consent for certain uses of your information

Be informed about how your information is being used
File a complaint about our privacy practices
Request information about our privacy policies and procedures

Digital Presence & Website Privacy

Our website and digital presence follow CPA Canada's guidelines for professional accountants' online activities:

We use secure technologies to protect information transmitted through our website
Our website uses cookies only for essential functionality and analytics
We do not use web tracking for marketing purposes without explicit consent
We maintain appropriate security measures for all digital communications
Our electronic client communications are secured using industry-standard encryption
We follow CPA Canada's recommendations for secure client portals and file sharing

Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices, professional standards, or legal requirements. The current version will always be available on our website. Significant changes to our privacy practices will be communicated to clients in accordance with CPA Canada's recommended transparency practices.

Contact Us

If you have questions or concerns about our privacy practices or wish to access your personal information, please contact us by email at info@physicianscpa.ca or through our contact page.