Privacy Policy

Last Updated: November 2025

1. Introduction

Broadview Professional Services (“we,” “our,” or “us”) is committed to protecting your personal information and respecting your privacy in compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and Alberta’s Personal Information Protection Act (PIPA). This Privacy Policy explains how we collect, use, and safeguard your personal information when you visit our website www.broadviewprofessionalservices.com, book a consultation, or engage with our accounting and tax filing services.

2. Information We Collect

We collect personal information to deliver professional tax and accounting services. This may include:
– Name, phone number, email address
– Mailing or billing address
– Tax and financial information (T4s, receipts, business records)
– Payment details for services rendered
– Communication preferences and contact history

We collect information through:
– Online forms and landing pages
– Email and chat communication
– Phone or virtual consultations
– Secure client uploads or portals

3. How We Use Your Information

Your information is used only for legitimate business and service purposes, including to:
– Provide tax filing, bookkeeping, and accounting services
– Respond to inquiries and schedule appointments
– Send tax reminders, compliance updates, and service offers
– Process payments and issue invoices
– Comply with CRA and legal obligations

We will never sell, rent, or trade your personal data to third parties.

4. Consent

By providing your information to Broadview Professional Services, you consent to its use in accordance with this policy. You may withdraw consent at any time, subject to legal and contractual restrictions.

5. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. Access to client data is restricted to authorized team members who require it for service delivery.

6. Data Retention

We retain client information only as long as necessary to fulfill our professional and legal obligations, typically seven (7) years for tax and accounting records.

7. Access and Correction

You may request access to your personal information or ask for corrections by contacting us at:
📧 info@broadviewprofessionalservices.com
📍 Calgary, Alberta, Canada

8. Third-Party Services

Our website may link to third-party tools (e.g., payment processors or booking systems). We are not responsible for the privacy practices of these providers, and we encourage you to review their policies.

9. Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated ‘Last Updated’ date.