PRIVACY POLICY

Rana Accounting & Tax Services Inc.
 

1. Introduction

Rana Accounting & Tax Services Inc. is committed to respecting and protecting the privacy, confidentiality, and security of personal information entrusted to our organization.

We provide personal and corporate tax preparation, bookkeeping, payroll, GST/HST filing, business registration, and related accounting services from Winnipeg, Manitoba, including online services across Canada, excluding Quebec.

We are a Canadian tax and accounting services company based in Winnipeg, Manitoba. Our services focus exclusively on Canadian tax and accounting matters, serving clients in Winnipeg and remotely across Canada, excluding Quebec.

Protecting client information is an important part of our business. We collect and maintain information for legitimate tax preparation, bookkeeping, payroll, and related accounting purposes.

This Privacy Policy explains how we collect, use, protect, securely store, retain, and disclose personal information in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).

PRIVACY POLICY

2. Information We Collect

Depending on the services requested, we may collect:

Personal identification details, including names, addresses, dates of birth, and contact information.

Social Insurance Numbers (SIN), where required for tax or payroll purposes.

T4, T4A, T5, T2202, and other tax documents.

Personal and corporate income tax returns.

Financial statements, bank records, income information, and business expenses.

Payroll records and employee information.

GST/HST and provincial sales tax records.

CRA notices, assessments, and authorization documents.

Other supporting information reasonably necessary to perform our services.

We collect only the information reasonably required to provide our services and meet applicable legal obligations.

3. How We Use Client Information

Personal and financial information is used for legitimate business purposes, including:

Preparing and filing Canadian personal and corporate tax returns.

Providing bookkeeping and payroll services.

Preparing GST/HST and applicable provincial sales tax filings.

Assisting with business registration and CRA business accounts.

Reviewing financial records and supporting documents.

Responding to client questions and CRA correspondence.

Maintaining records required by Canadian tax laws.

Managing appointments, consultations, and client communications.

We do not use confidential client information for unrelated purposes without appropriate consent or another lawful basis.

4. Client Consent and Authorization

We obtain appropriate client consent before collecting, using, or disclosing personal information, subject to exceptions permitted by law.

Where required, clients must authorize us to access, prepare, or submit information to the Canada Revenue Agency or other government authorities.

We respect clients' rights regarding their personal information. Consent may be withdrawn, subject to applicable legal, contractual, and recordkeeping obligations.

5. Confidentiality and Information Protection

Protecting client information is a fundamental responsibility of Rana Accounting & Tax Services Inc.

We recognize that tax returns, Social Insurance Numbers, financial statements, payroll records, and other accounting documents contain sensitive and confidential information.

We use reasonable administrative, technical, and physical safeguards appropriate to the sensitivity of the information to help prevent unauthorized access, disclosure, modification, loss, or misuse.

Access to confidential information is limited to individuals who require it for authorized business purposes.

We do not disclose confidential client information to unrelated third parties without appropriate authorization, except where permitted or required by law.

Although we take reasonable precautions, no method of electronic communication or storage can be guaranteed to be completely secure.

6. Secure Storage and Record Retention

Rana Accounting maintains client tax, financial, and accounting records in a secure and organized manner.

We take reasonable measures to protect electronic records and physical documents from unauthorized access and unnecessary disclosure.

Records are retained only for as long as reasonably necessary to provide our services or comply with applicable Canadian legal and recordkeeping requirements.

Canadian tax laws generally require certain records to be maintained for at least six years, although some circumstances require longer retention periods.

When records are no longer required, we take appropriate steps to securely dispose of, delete, or anonymize the information, subject to applicable legal requirements.

7. Sharing Information With Government Authorities

Where properly authorized or legally permitted, information may be submitted or disclosed to:

Canada Revenue Agency (CRA).

Applicable Canadian federal or provincial government authorities.

Authorized tax and business registration agencies.

Other parties where required or permitted by Canadian law.

We disclose only the information reasonably necessary for the relevant purpose.

We do not sell or rent client information to third parties for marketing purposes.

8. Accounting Software and Third-Party Services

To provide our professional services, we may use authorized accounting, tax preparation, communication, and document-management platforms.

These may include Accounting software, QuickBooks, Xero, Google Meet, WhatsApp, email, website hosting, and other relevant service providers.

Where information is processed by third-party providers, we take reasonable steps to ensure appropriate privacy and confidentiality protections.

Although Rana Accounting provides Canadian tax and accounting services, certain technology providers may process or store information outside Canada. In such circumstances, information may be subject to the laws of the jurisdiction where it is processed.

We remain responsible for personal information under our control, including information handled by service providers.

For security reasons, clients should avoid sending sensitive documents, banking credentials, or Social Insurance Numbers through public messages or unsecured channels.

9. Website Privacy and Cookies

At Rana Accounting & Tax Services Inc., we respect the privacy of everyone who visits our website, www.ranaaccounting.com.

We do not intentionally monitor individual browsing activities, create visitor profiles, or use personal information for behavioural advertising.

Our website is operated through a third-party hosting provider, which may process limited technical information necessary for website functionality, security, and reliable operation.

Any personal information voluntarily provided through contact forms, appointment requests, or direct communications is handled confidentially and used only for legitimate business purposes, subject to applicable Canadian privacy laws.

We are committed to maintaining a professional and privacy-conscious online environment.

10. Marketing and Client Communications

We may contact clients regarding appointments, requested services, tax deadlines, and other relevant business matters.

Any promotional electronic communications are handled in accordance with Canada's Anti-Spam Legislation (CASL), including applicable consent and unsubscribe requirements.

We do not sell client contact information for third-party advertising.

11. Client Rights and Information Requests

Clients may request access to personal information held about them or ask us to correct inaccurate or incomplete information, subject to applicable legal restrictions.

We may require reasonable identity verification before releasing confidential financial or tax information.

Requests will be reviewed and addressed within applicable legal timeframes.

Questions or concerns regarding personal information may be directed to Rana Accounting using the contact details below.

12. Privacy and Security Incidents

We take suspected unauthorized access, loss, or disclosure of client information seriously.

Where an incident occurs, we will assess the circumstances, take appropriate corrective action, and comply with applicable Canadian privacy breach notification and reporting requirements.

13. Third-Party Websites

Our website may contain links to external websites, including the CRA, accounting software providers, and other service platforms.

These third-party websites operate under their own privacy policies. We encourage visitors to review those policies before submitting personal information.

14. Changes to This Privacy Policy

Rana Accounting & Tax Services Inc. may update this Privacy Policy when necessary to reflect changes in business practices, technology, or applicable Canadian laws.

Updates will be published on our website, together with a revised effective or last-updated date.

15. Contact Information

For questions regarding this Privacy Policy, client confidentiality, personal information, or information access requests, please contact:

Rana Accounting & Tax Services Inc.

Winnipeg, Manitoba, Canada

Email: ranaaccountingtax@outlook.com

Rana Sma

Phone: 204-295-6695

Labib Rana

Phone: 431-374-6695

Website: https://www.ranaaccounting.com

Rana Accounting & Tax Services Inc.
Committed to confidentiality, responsible information handling, and the protection of client financial and tax information.

Privacy inquiries will be directed to the individual responsible for overseeing privacy practices within Rana Accounting & Tax Services Inc.

Individuals may also contact the Office of the Privacy Commissioner of Canada regarding applicable privacy concerns.

Office of the Privacy Commissioner of Canada:
https://www.priv.gc.ca