Our Privacy Policy

At NBG CPA, your privacy is important to us. This Privacy Policy outlines how we collect, use, and protect your personal information when you interact with our firm, including via our website, phone, email, and messaging services.

1. Information We Collect

We may collect and store the following types of information:

• Contact details: name, phone number, email address
• Tax and financial documents as required for our services
• Communication preferences and history
• Any additional information voluntarily provided to us

2. How We Use Your Information

We use your information to:

• Provide accounting, tax, and advisory services
• Respond to your inquiries and deliver requested services
• Send updates and reminders about your file status, document deadlines, and service notifications
• Comply with legal and regulatory obligations
• Improve our client experience and service delivery

3. Communication & Consent

We may contact you through email, phone calls, or messaging (such as SMS) to provide important updates, reminders, or service-related communications.

Consent for communication may be obtained:

• Verbally, during phone conversations
• In writing, via email or form submissions
• Implicitly, by your continued engagement with our services

You can opt out of non-essential communications at any time by notifying us directly or following the instructions in our messages.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

4. Data Security

We take appropriate technical and organizational measures to safeguard your data, including:

• Secure storage of physical and electronic records
• Access controls to limit information to authorized personnel
• Encrypted systems and trusted service providers

5. Sharing of Information

Your information will only be shared:

• With your consent
• With authorized service providers (e.g., Zoom, cloud storage, communication tools) we use in the execution of our services under strict confidentiality
• When required by law or regulatory authorities

No personal or contact information such as email or mobile number will ever be shared with third parties/affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We will never sell or rent out your personal information.

6. Your Rights

You have the right to:

• Access the personal information we hold about you
• Request corrections or updates
• Withdraw your consent for communications
• File a complaint with a data protection authority if needed

7. Contact Us

If you have questions about this Privacy Policy or wish to update your preferences, please contact us at info@nbgcpa.ca