SaveFinTax
SaveFinTax
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Privacy Policy

  

Privacy Policy
Effective Date: January 1, 2025
Company Name: Kayen Consulting Inc O/A SaveFinTax
Website: https://savefintax.com
Contact: narendra@savefintax.com | 905-494-1558

At SaveFinTax, we are committed to protecting the privacy and confidentiality of our clients' personal and financial information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information in accordance with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable laws.

  

1. Collection of Personal Information

We collect only the information necessary to provide our bookkeeping and financial services, which may include:

  • Full name and contact details (address, phone, email)
  • Business name and registration details
  • Financial records, invoices, receipts, and bank statements
  • SIN (Social Insurance Number) or BN (Business Number), if required
  • Any other information required to deliver services or comply with legal requirements

  

2. Use of Personal Information

We use your personal information to:

  • Provide accurate and timely bookkeeping services.
  • Prepare and file tax documents, if applicable.
  • Communicate with you regarding services or account matters.
  • Comply with legal, regulatory, and audit requirements.
  • Improve service quality and maintain internal records

  

3. Disclosure of Personal Information

We do not sell or rent your personal information. We may disclose it to:

  • Government authorities (e.g., Canada Revenue Agency) when legally required
  • Third-party  service providers, under confidentiality obligations
  • Accountants, legal advisors, or other professionals with your consent

  

4. Consent

By using our services, you consent to the collection, use, and disclosure of your personal information as described in this policy. You may withdraw your consent at any time, subject to legal or contractual limitations.

  

5. Security

We protect your information using appropriate safeguards, including:

  • Secure, encrypted digital storage
  • Password-protected systems and restricted access
  • Secure data transmission practices

  

6. Access and Correction

You have the right to access and request correction of your personal information held by us. Please contact us in writing, and we will respond within 30 days.

  

7. Retention of Personal Information

We retain personal information only for as long as necessary to fulfill the purposes described, or to comply with legal obligations (typically for at least 6 years as required by CRA).

  

8. Policy Updates

We may update this Privacy Policy occasionally. Revisions will be posted on our website with the updated effective date.

  

9. Contact Us

If you have any questions or concerns about this Privacy Policy or our practices, please contact:

Narendra Sukheja
SaveFinTax
101-2420 Meadowpine Blvd, Mississauga ON L5N 6S2
Email: narendra@savefintax.com
Phone: 905-494-1558
Website: https://savefintax.com

Copyright © 2025 SaveFinTax - All Rights Reserved.

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