Privacy Policy

Versatile CPA (operating as Versatile Accounting & Tax) is committed to protecting the privacy and confidentiality of personal information entrusted to us by our clients, website visitors, and other individuals. This policy describes how we collect, use, disclose, and safeguard your personal information in accordance with Alberta’s Personal Information Protection Act (PIPA) and applicable Canadian privacy legislation.

By using our website or engaging our services, you consent to the practices described in this policy. If you have questions or concerns, please contact us using the details provided at the bottom of this page.

Last updated: April 2026

We use the personal information we collect to:

• Respond to inquiries submitted through our contact form or by email.
• Provide accounting, tax preparation, bookkeeping, payroll, and advisory services as agreed with you.
• Communicate with you about your account, services, and relevant tax deadlines or regulatory changes.
• Meet our legal and regulatory obligations, including requirements set by CPA Alberta and the Canada Revenue Agency.
• Improve our website, understand visitor behaviour, and ensure the site functions properly.
• Protect against fraud, unauthorized access, and other security risks.

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

We may share your personal information with trusted third-party service providers who assist us in operating our business. These providers are contractually required to protect your information and may only use it for the purposes we specify. Examples include:

• Cloud hosting and infrastructure: our website and internal systems are hosted on secure, reputable platforms.
• Practice management software: client files and records are managed through professional accounting software with industry-standard security.
• Analytics providers: we use website analytics tools that collect anonymised usage data to help us understand how visitors interact with our site.
• Government and regulatory bodies: where required by law, we may disclose information to the Canada Revenue Agency, CPA Alberta, or other regulatory authorities.

We do not disclose your personal information to any third party for their own independent use without your consent, unless required or permitted by law.

We retain personal information only as long as necessary to fulfil the purposes for which it was collected, or as required by law. Specific retention periods include:

• Client engagement records: retained for a minimum of seven years following the end of the engagement, in accordance with CPA Alberta professional standards and Canada Revenue Agency requirements.
• Contact form submissions: retained for as long as needed to respond to your inquiry, then securely deleted.
• Website analytics data: retained in anonymised form and subject to the retention policies of our analytics provider.

When personal information is no longer needed, we securely destroy or de-identify it.

We take reasonable steps to protect your personal information from unauthorized access, use, disclosure, alteration, or destruction. Our safeguards include:

• Encrypted data transmission (SSL/TLS) across our website.
• Secure, access-controlled storage for client files and records.
• Staff training on confidentiality and data handling obligations.
• Regular review of our security practices and third-party service providers.

While no system is completely secure, we are committed to maintaining safeguards that meet or exceed the standards expected of a CPA practice in Alberta.