Privacy Policy

ClearPoint CPA

Last updated: February 1, 2026

ClearPoint CPA (“ClearPoint CPA”, “we”, “us”, or “our”) takes your privacy rights very seriously. We are committed to protecting personal information in a transparent, accountable, and secure manner. ClearPoint CPA operates in compliance with applicable Canadian privacy legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA), applicable provincial private-sector privacy laws, and evolving Canadian privacy standards. We are also governed by the Rules of Professional Conduct of our profession.

This Privacy Policy describes how we collect, use, disclose, safeguard, retain, and provide access to personal information in the course of our professional services and business operations.

1. Collection of Information

(a) Collection from Clients

We collect and use personal, business, and financial information from our clients in the normal course of providing professional services. This information is used to assist in the provision of services, which may include, without limitation, the preparation of financial statements, tax returns, financial planning, business planning, succession planning, business valuations, consulting services, and the preparation and filing of returns required by governmental or regulatory authorities for our clients.

(b) Collection from Third Parties

ClearPoint CPA collects information only by lawful and fair means. Wherever possible, information is collected directly from the individual. However, information may also be obtained from third parties such as governmental agencies, financial institutions, or an individual’s employer where ClearPoint CPA acts on behalf of that individual.

ClearPoint CPA seeks meaningful consent for the collection, use, and disclosure of personal information. Consent may be express or implied, depending on the sensitivity of the information and the circumstances. Personal information may be collected, used, or disclosed without explicit consent where permitted or required by law, including interactions with governmental agencies, regulatory bodies, or our governing professional organization.

Individuals may withdraw consent at any time, subject to legal, regulatory, or contractual restrictions and reasonable notice. Withdrawal of consent may affect our ability to continue providing services.

We recognize that in the course of our engagement we may receive information relating to your employees, customers, shareholders, or other related parties. You represent and warrant that you have obtained all necessary authority, consents, and approvals to provide such information to ClearPoint CPA and that such disclosure complies with applicable law.

2. Use and Disclosure of Information

(a) General

We use and disclose personal information only for the purposes identified in this Privacy Policy, in accordance with applicable law and your consent. We do not sell personal information.

(b) Subsidiaries, Affiliates, and Service Providers

We may use subsidiaries, affiliates, and third-party service providers to support our operations, including data hosting, cloud computing, document management, and IT services.

ClearPoint CPA remains responsible for personal information under its control, including information processed by third-party service providers. We require such service providers to implement appropriate contractual, technical, and organizational safeguards consistent with Canadian privacy laws.

We may disclose personal information where required or permitted by law, including to comply with legal processes, regulatory requirements, court orders, or lawful requests from governmental authorities.

(d) Sale or Reorganization of Business

In the event of a merger, sale, reorganization, or similar transaction, personal information may be disclosed to prospective or actual purchasers subject to appropriate confidentiality protections.

(e) International Storage and Processing

Personal information may be stored or processed outside the jurisdiction in which it was collected. When this occurs, the information remains protected by appropriate safeguards but may be subject to the laws of foreign jurisdictions.

We assess cross-border data transfers and implement safeguards appropriate to the sensitivity of the information.

3. Retention and Safeguarding of Information

(a) Retention

We retain personal information only for as long as necessary to fulfill the identified purposes and to comply with legal, regulatory, professional, and risk-management obligations.

When personal information is no longer required, it is securely destroyed, anonymized, or de-identified in accordance with industry standards.

(b) Safeguards

We employ administrative, technical, and physical safeguards appropriate to the sensitivity of the information, including restricted access controls, encryption, authentication measures, and secure storage practices.

While we take reasonable steps to protect information, no method of transmission or storage can be guaranteed to be completely secure.

4. Privacy Breach Management

ClearPoint CPA maintains procedures to identify, assess, and respond to privacy breaches involving personal information.

Where a breach poses a real risk of significant harm, we will notify affected individuals and applicable regulatory authorities as required by law and take reasonable steps to mitigate potential harm.

5. Limiting Collection, Use, Disclosure, and Retention

We limit the collection, use, disclosure, and retention of personal information to what is reasonably necessary for the purposes of providing professional services. All employees, contractors, and representatives are required to maintain confidentiality and are bound by written confidentiality obligations.

6. Accuracy and Access to Information

We make reasonable efforts to ensure that personal information is accurate, complete, and up to date.

Individuals may request access to their personal information, request corrections, or request information about our privacy practices by contacting our Privacy Officer. Requests will be handled within a reasonable timeframe and in accordance with applicable law.

7. Individual Rights

Depending on applicable law, individuals may have the right to:

Access their personal information
Request corrections
Withdraw consent
Request deletion or anonymization, subject to legal obligations
File a complaint with ClearPoint CPA or applicable privacy regulators

8. Accountability and Privacy Officer

ClearPoint CPA has designated a Privacy Officer who is responsible for ensuring compliance with applicable privacy legislation and this Privacy Policy.

Questions, access requests, correction requests, complaints, or concerns regarding privacy matters may be directed to our Privacy Officer through:
https://www.clearpointllp.com/contact-us

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in legal requirements or business practices. Material changes will be communicated through our website or by other appropriate means. Continued engagement with ClearPoint CPA following such changes constitutes acceptance of the revised policy.

10. Questions and Complaints

If you have questions, concerns, or complaints regarding this Privacy Policy or our privacy practices, please contact our Privacy Officer at:
https://www.clearpointllp.com/contact-us