Privacy Policy

1. Introduction

At LedgerSummitPro, protecting your personal data and privacy is our highest priority. This privacy policy transparently informs you about what data we collect, how we process it, and what control you have over your information, particularly in connection with our accounting management services in Canada.

Our data processing practices comply with applicable Canadian data protection laws and the European General Data Protection Regulation (GDPR), insofar as they apply to our activities in providing professional accounting management services to our valued clients.

2. Collection and Processing of Personal Data

The collection and processing of your data is strictly limited to providing, conducting, and personalizing our accounting services. This includes:

2.1. Data you actively provide to us:

  • Registration information such as name, email address, phone number, and relevant business preferences
  • Payment information when booking our accounting management services
  • Business preferences, requirements, and specific accounting management needs for tailored recommendations
  • Documents and information necessary for accounting management consultation and compliance

2.2. Automatically collected data:

  • Technical information such as IP address, device type, and browser version when using our website
  • Accounting management consultation history and appointment records for accounting management services and VIP support
  • Communication preferences to optimize our accounting management services and discrete support

2.3. Cookies and Tracking Technologies: We use necessary cookies and, with your consent, analytics cookies to continuously improve our services. You can adjust your cookie settings in your browser at any time or use our website without optional cookies.

3. Purpose of Data Processing

We process your personal data for the following purposes:

  • Accounting Management Consultation – For organizing and providing personalized accounting management services, VIP consultations, and exclusive business solutions
  • Client Management – For managing appointments, bookings, payments, and sending relevant accounting management information
  • Accounting Management Assessment – To help the suitability of suggested accounting management practices and create tailored recommendations
  • Quality Assurance – For continuous improvement of our accounting management services and VIP experience

4. Legal Basis for Processing

Our data processing is based on the following legal grounds:

  • Contractual fulfillment in providing accounting management services and managing client data (Art. 6(1)(b) GDPR)
  • Legitimate interest in improving our accounting management offerings and optimizing our services (Art. 6(1)(f) GDPR)
  • Compliance with legal obligations, particularly in accounting management session documentation and data protection prevention (Art. 6(1)(c) GDPR)
  • Your explicit consent for collecting certain preference data and for marketing measures (Art. 6(1)(a) GDPR)

5. Data Sharing with Third Parties

Your data will only be shared with third parties in the following cases:

  • Payment Service Providers – For secure processing of payments for accounting management services
  • IT Service Providers – For operating our accounting management software and website under data processing agreements
  • Accounting Management Partners and Consultants – When necessary for sourcing specific accounting management expertise while maintaining strict confidentiality
  • Accounting Management Advisors – For complex accounting management sessions to help business security for our clients

We will never share your data with uninvolved third parties for advertising purposes and always maintain the highest level of discretion.

6. Data Security

To protect your data, we implement advanced security measures, including encrypted data transmission, secure storage, and strict access controls for our employees. We pay special attention to protecting sensitive business preferences and personal information that require the utmost discretion.

Physical documents containing personal data are stored in secure safes and securely destroyed after accounting management retention periods expire. Our offices are equipped with state-of-the-art security systems.

7. Data Storage Duration and Deletion

Your data is stored only as long as necessary for the stated purposes:

  • Contact and contract data are stored for the duration of the client relationship plus statutory retention periods.
  • Business preferences and search criteria are retained for up to 5 years after the last activity to facilitate future services.
  • Session-related documents are stored for up to 10 years after completion of the accounting management session in accordance with Canadian law.

You have the right to request early deletion of your data unless prevented by legal retention obligations.

8. Your Rights

As a client, you have the following rights:

  • Information about your stored personal data
  • Correction of incorrect or incomplete data
  • Deletion of your data under legally specified conditions
  • Restriction of processing under certain circumstances
  • Data portability in a structured, common format
  • Objection to processing based on legitimate interest

To exercise these rights, please contact us via email at privacy@ledgersummitpro.com or personally at our office.

9. GDPR-specific Provisions

As a Canadian company with clients from the EU, we follow the principles of the General Data Protection Regulation (GDPR) and guarantee the following rights:

  • Cross-border Data Transfers – When transferring data to countries outside the EU/EEA, we help appropriate safeguards are in place, such as standard contractual clauses or adequacy decisions.
  • Data Protection Officer – Our Data Protection Officer is available for inquiries regarding the processing of your personal data and can be reached at privacy@ledgersummitpro.com.
  • Right to Complain – You have the right to lodge a complaint with a data protection supervisory authority, particularly in the EU member state of your residence, workplace, or place of the alleged violation.
  • Data Minimization – We only collect data necessary for the stated purposes and store it only as long as required and legally prescribed.

For EU citizens using our accounting management services, additional special protection measures apply under GDPR, including extended 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. The current version will always be published on our website and displayed in our premises.

For significant changes, we will inform our clients via email or through notices in our offices.

If you have any questions about data protection, we are available at any time in person, by phone, or via email. The protection of your data is not just a legal obligation for us but an essential part of our professionalism and respect for our clients, particularly in the discrete field of accounting management services.