Privacy Policy
A legal disclaimer
The information provided in this Privacy Policy is for general informational purposes and is intended to describe how Service de Comptabilité Excellence (“SCE,” “we,” “our,” or “us”) collects, uses, and protects personal information. While we strive to ensure compliance with applicable privacy laws and regulations, this document does not constitute legal advice. Privacy laws vary by jurisdiction and may change over time. We recommend consulting qualified legal counsel to ensure your understanding of your rights and obligations under applicable privacy legislation.
Privacy Policy
Service de Comptabilité Excellence is committed to protecting the privacy, confidentiality, and security of the personal information entrusted to us. As a full-service accounting firm, we collect and process personal and financial data in order to provide professional accounting, bookkeeping, tax preparation, advisory, and related services.
We recognize the importance of safeguarding sensitive financial information and apply appropriate administrative, technical, and physical safeguards to protect it.
By using our website and services, you consent to the practices described in this Privacy Policy.
Information We Collect
We may collect the following types of information:
A. Personal Identification Information
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Full name
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Address
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Email address
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Telephone number
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Date of birth
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Government-issued identification numbers (where legally required)
B. Financial Information
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Income and tax information
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Bank account details
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Investment and asset information
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Payroll information
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Business financial records
C. Business Information
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Company name and registration details
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Financial statements
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Corporate ownership details
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Tax identification numbers
D. Technical Information (Website Use)
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IP address
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Browser type and version
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Device information
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Cookies and usage data
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Pages visited and time spent on the website
How We Collect Information
We collect information in several ways:
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Directly from you (via forms, client portal uploads, emails, phone calls, meetings)
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Through service agreements and onboarding documentation
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When you use our secure document upload portal
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Automatically through cookies and website analytics tools
4. Why We Collect Your Information
We collect personal and financial information for the following purposes:
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To provide accounting, bookkeeping, tax, and advisory services
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To prepare and file tax returns
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To comply with legal and regulatory obligations
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To verify identity and prevent fraud
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To communicate with clients
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To improve our website and services
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To manage billing and payments
We only collect information that is necessary and relevant for legitimate business purposes.
5. Sharing of Information with Third Parties
We do not sell personal information.
However, we may share information with:
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Government authorities (e.g., tax agencies) when legally required
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Financial institutions for authorized transactions
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Payroll processors or other service providers acting on our behalf
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Cloud storage providers for secure data hosting
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Legal or regulatory authorities if required by law
All third-party service providers are required to maintain strict confidentiality and appropriate security measures.
6. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect personal information, including:
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Encrypted client portals
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Secure file transfer systems
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Password-protected systems
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Restricted employee access
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Secure document storage and disposal procedures
While we take appropriate measures to protect your information, no system can guarantee absolute security.
7. Data Retention
We retain personal and financial information only as long as necessary to:
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Fulfill contractual obligations
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Comply with tax and regulatory requirements
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Resolve disputes
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Enforce agreements
When information is no longer required, it is securely deleted or destroyed.
8. Your Privacy Rights
Depending on applicable privacy legislation, you may have the right to:
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Access your personal information
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Request correction of inaccurate data
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Request deletion of your data (subject to legal retention requirements)
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Withdraw consent where applicable
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Request information about how your data is processed
To exercise these rights, please contact us using the contact details below.
9. Cookies and Website Tracking
Our website may use cookies and similar technologies to:
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Improve user experience
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Analyze website traffic
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Maintain secure login sessions
You may modify your browser settings to refuse cookies; however, some features of the site may not function properly.
10. Minors’ Data Collection
Our services are not directed toward individuals under the age of majority. We do not knowingly collect personal information from minors. If we become aware that information from a minor has been collected without proper consent, we will take appropriate steps to delete such information.
11. International Data Transfers
If data is transferred outside your jurisdiction, we ensure that appropriate safeguards are in place in accordance with applicable privacy laws.
12. Changes to This Privacy Policy
We reserve the right to update or modify this Privacy Policy at any time. Updates will be posted on this page with a revised effective date. Continued use of our services constitutes acceptance of the updated policy.
13. Contact Information
If you have any questions about this Privacy Policy or how your information is handled, please contact us:
Service de Comptabilité Excellence (SCE)
4463 Bd des Grandes-Prairies Suite 100, Montreal, Quebec H1R 1A5