The right processes and the right tools ensure that your valued information is

 Secure & Confidential

Our Approach

Security & Confidentiality

In our increasingly interconnected world, the security of your information is constantly at risk. Our team recognizes and respects the confidential nature of your information. We have selected our tools and built our processes to ensure we secure your data.


We work with the latest technology to ensure that the data and information your provide is secure.

Quickbooks Online and QBO integrated applications are the only cloud-based services we use. All the tools we use for tax services are secured on-premise and encrypted. Data backups of client files are stored on Canadian servers and encrypted by Acronis. For those clients that want additional security we offer email and file transfers using, which uses bank level encryption for email and file transfers. We offer all our clients a complimentary account.

We don’t share your data with third parties unless you specifically authorize us to do so.


The confidentiality of both your personal and business information is paramount. We will not rent, sell, or otherwise make your personal information, including contact information, available to any third-party without your permission.

We use your information to complete your service requests, to inform you of changes in our business or service offerings, and to maintain our professional correspondence with you.

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