1 Who We Are
ATS Accounting Tax Services ("ATS", "we", "us", or "our") is an accounting and tax services firm based in Montreal, Quebec, Canada. We provide bookkeeping, payroll, tax preparation, and financial advisory services to individuals and businesses across Canada.
Our registered address is: 2525 Boul. Cavendish, Montreal, QC H4B 2Y4. You can contact us at info@accountingtaxservices.ca or 438-354-5572.
2 Information We Collect
We collect personal and business information only as necessary to provide our services and comply with our legal obligations. This includes:
- Contact information: name, email address, phone number, and mailing address.
- Business information: company name, industry, revenue, number of employees, and HST/GST/BN numbers.
- Financial records: bank statements, invoices, receipts, payroll data, and tax documents you provide to us.
- Government identifiers: Social Insurance Numbers (SIN), Business Numbers (BN), and CRA account information — collected only when required for tax filings.
- Usage data: when you visit our website, we may collect standard server log data (IP address, browser type, pages visited) via privacy-respecting analytics.
3 How We Use Your Information
- To deliver accounting, bookkeeping, tax preparation, and payroll services as described in your engagement letter.
- To file tax returns and communicate with the Canada Revenue Agency (CRA) and Revenu Québec on your behalf.
- To send service-related communications, invoices, and updates about your account.
- To respond to your inquiries submitted through our website contact form.
- To improve our website and service quality — using aggregated, non-identifiable data only.
We do not sell your personal or financial information to any third party. We do not use your information for advertising purposes.
4 Sharing Your Information
We share your information only in the following limited circumstances:
- Service providers: We use trusted third-party tools (QuickBooks, Xero, Stripe, Google Workspace) under strict data processing agreements. These providers are not permitted to use your data for any purpose other than providing services to us.
- Government agencies: As your authorized representative, we submit required information to the CRA, Revenu Québec, and other regulatory bodies as part of your tax filings.
- Legal requirement: We may disclose information if required by law, court order, or to protect our legal rights.
- With your consent: In any other case, only with your explicit written permission.
5 Data Security
- All client financial data is stored using industry-standard encryption (AES-256) both in transit and at rest.
- Access to your records is restricted to ATS team members directly responsible for your account.
- We conduct regular security reviews and use multi-factor authentication on all systems holding client data.
- In the event of a data breach affecting your personal information, we will notify you within the timeframe required by applicable law.
6 Your Rights (Quebec Law 25 & PIPEDA)
Under Quebec's Act Respecting the Protection of Personal Information in the Private Sector (Law 25) and the federal Personal Information Protection and Electronic Documents Act (PIPEDA), you have the right to:
- Access the personal information we hold about you.
- Request correction of inaccurate or incomplete information.
- Withdraw consent to collection or use (subject to legal and contractual limitations).
- Request deletion of your personal information when it is no longer required for the purpose it was collected.
- File a complaint with the Commission d'accès à l'information (CAI) in Quebec or the Office of the Privacy Commissioner of Canada.
7 Cookies & Website Analytics
Our website uses minimal, privacy-respecting analytics to understand how visitors use our site. We do not use advertising cookies or cross-site tracking technologies. You may disable cookies in your browser settings without affecting your ability to use our website.
8 Data Retention
We retain client financial records for a minimum of seven (7) years following the end of our engagement, as required by the CRA. Personal information collected through our website contact form is retained for up to two (2) years or until you request deletion.
9 Changes to This Policy
We may update this Privacy Policy from time to time. Any material changes will be communicated to active clients by email at least 30 days before they take effect. The current version is always available at accountingtaxservices.ca/privacy.
10 Contact Us
If you have questions or concerns about this Privacy Policy or our data practices, please contact us:
