Privacy Policy

1. Introduction

At LedgerCoreEdge, the protection of your personal and business information is our highest priority. This Privacy Policy transparently informs you about what data we collect, how we process it, and what control options you have over your information when engaging our Canadian accounting services and business development programs.

Our data processing practices comply with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA), and the General Data Protection Regulation (GDPR) where it applies to our activities in accounting services delivery and client representation across Canada.

2. Collection and Processing of Personal Data

The collection and processing of your data is exclusively purpose-based for the provision, implementation, and personalization of our Canadian accounting services and related business development. This includes:

2.1. Data you actively provide to us:

Client intake data such as name, contact information, business preferences, and accounting information for accounting service provision across Canada
Payment information when engaging our accounting services and consultation programs in CAD currency
Accounting details, business documents, and communications as part of our client relationship under Canadian confidentiality rules

2.2. Automatically collected data:

Technical information such as IP address, device type, and browser version when using our Canadian accounting service platform
Service engagement history and business development tracking within our Canadian office network
Accounting preferences and service analytics to optimize our Canadian accounting service offerings

2.3. Cookies and tracking technologies: We use necessary cookies and, with your consent, analytics cookies to continuously improve our accounting services and client platform. You can adjust your cookie settings in your browser at any time or use our website without optional cookies in accordance with Canadian data protection standards.

3. Purpose of Data Processing

We process your personal data for the following purposes:

Accounting Service Delivery – For the organization and personalized delivery of our Canadian accounting services and business development programs
Client Administration – For the administration of client accounting, business schedules, billing in CAD, and sending relevant accounting information
Business Management – To record and manage your business matters within our Canadian accounting management systems across our offices
Service Improvement – For continuous enhancement of our Canadian accounting service content and client experience offerings

4. Legal Basis for Processing

Our data processing is based on the following legal foundations:

Contract performance in conducting Canadian accounting services and administering client business data according to Canadian civil law
Legitimate interest in improving our accounting service offerings and optimal design of our business development programs within the Canadian strategic framework
Fulfillment of legal obligations, particularly in the area of Canadian accounting practice record keeping and regulatory compliance requirements
Your express consent when collecting certain business data and for marketing accounting opportunities within Canada

5. Disclosure to Third Parties

We share your data with third parties only in the following cases:

Payment Service Providers – For secure processing of payments in CAD for accounting services and business development through Canadian banking institutions
Accounting Technology Providers – For the operation of our business management systems and Canadian accounting service platform as part of contracted processing under Canadian data protection law
Professional Partners – With your explicit consent, we may share relevant business information with approved strategic guides or accounting consultants within the Canadian business network

We will not under any circumstances share your data with uninvolved third parties for marketing purposes in accordance with Canadian privacy protection standards.

6. Data Security

To protect your data, we implement advanced security measures meeting Canadian data protection standards, including encrypted data transmission, secure storage in Canadian data centers, and strict access controls for our accounting staff. We take particular care to protect confidential business and accounting data under Canadian strategic privacy rules.

Physical documents containing personal data are kept in locked cabinets in our Canadian offices and are securely destroyed after the statutory retention periods expire under Canadian law.

7. Data Retention and Deletion

Your data is stored only as long as necessary for the specified purposes under Canadian legal requirements:

Contact and client business data are stored for the duration of accounting management plus statutory retention periods under Canadian strategic law.
Accounting management data is retained for a maximum of 10 years after service completion for ongoing business support in accordance with Canadian strategic practice standards.
Billing data is stored in accordance with Canadian legal retention requirements for up to 10 years as required by Canadian tax and commercial law.

You have the right to request early deletion of your data at any time, provided there are no Canadian legal retention obligations to the contrary.

8. Your Rights

As a client, you have the following rights under Canadian data protection law:

Access to the personal data stored about you
Correction of incorrect or incomplete data
Deletion of your data under the legally provided conditions
Restriction of processing under certain conditions
Data portability in a structured, commonly used format
Objection to processing based on legitimate interest

To exercise these rights, please contact us by email at privacy@ledgercoreedge.com or in person at our Canadian accounting offices in Toronto, Vancouver, or Montreal.

9. GDPR-specific Provisions

As a Canadian accounting practice with clients from the EU region, we follow the principles of the General Data Protection Regulation (GDPR) and the Canadian Personal Information Protection and Electronic Documents Act (PIPEDA), guaranteeing the following rights:

Cross-border Data Transfers – When transferring data to countries outside the EU/EEA or Canada, we help that appropriate protective measures are taken, such as standard contractual clauses or adequacy decisions under Canadian data protection law.
Data Protection Officer – Our Data Protection Officer is available for inquiries regarding the processing of your personal data and can be reached at privacy@ledgercoreedge.com.
Right to Lodge a Complaint – You have the right to lodge a complaint with the Canadian Privacy Commissioner or with a data protection supervisory authority in the EU Member State of your residence, workplace, or the place of the alleged infringement.
Data Minimization – We collect only data that is necessary for the stated Canadian accounting service purposes and store it only as long as necessary and legally required under Canadian law.

For EU citizens engaging our Canadian accounting services, additional special protective measures in accordance with the GDPR and Canadian data protection law apply, including expanded information obligations and stricter consent requirements.

10. Changes to the Privacy Policy

We reserve the right to update this Privacy Policy as needed to accommodate legal requirements or organizational changes under Canadian law. The current version will always be published on our website and displayed in our Canadian shopping offices.

In case of significant changes, we will inform our clients by email or through a notice in our accounting offices in Toronto, Vancouver, and Montreal.

If you have questions about data protection, we are available at any time in person, by phone, or by email from our Canadian offices. The protection of your data is not only a legal obligation for us under Canadian law but an essential part of our professionalism and respect for our clients.