Privacy Policy

Bateman MacKay LLP Chartered Accountants is committed to maintaining and protecting personal information of our clients, staff, and any other person who may provide us with confidential information, including users of our website in order to better serve our clients and to fulfill the requirements of the Personal Information Protection and Electronic Documents Act (PIPEDA).

This Privacy Policy governs our dealing with “personal information”. Personal information means any information about an identifiable individual including such information as age, gender, religion, ethnic background, family status, political affiliations, health, purchasing and spending habits, credit and loan records, investments, tax returns financial information, email address, home address and home phone number. Personal information does not include business information such as the name, title, business address or telephone number of an employee of an organization.

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Close up of someone signing a document with a pen on a desk next to another person with another document

Secure Document Transfer and Client Information Protection

At Bateman MacKay LLP, protecting your confidential information is a fundamental part of our professional and ethical responsibilities. We handle all client information with the highest level of care, consistent with CPA Ontario’s Rule 208 – Confidentiality of Information and federal privacy legislation (PIPEDA).

Why We Use ShareFile

To ensure your information is transferred and stored securely, Bateman MacKay LLP uses ShareFile, a secure document exchange platform designed for professional service environments. ShareFile helps protect your data by:

  • Encrypting all files during upload, download, and storage

  • Scanning documents for malicious content before they enter our system

  • Restricting access to authorized Bateman MacKay personnel only

Protecting You from Cybersecurity Risks

Email is not a secure method of transmitting confidential documents. Sending sensitive information as attachments increases the risk of data leaks, phishing attacks, and unauthorized access by malicious third parties. Using ShareFile provides a secure alternative that meets or exceeds data protection standards such as PIPEDA, GDPR, and CRA’s e-filer security protocols.

Our Professional and Legal Obligations

As Chartered Professional Accountants, we are required by CPA Ontario’s Code of Professional Conduct to maintain strict confidentiality and take reasonable steps to protect client data from unauthorized access or disclosure. We also adhere to the Canada Revenue Agency’s data security and encryption standards when handling taxpayer information.

Your Role in Information Security

Protecting confidential information is a shared responsibility. We encourage all clients to use secure transfer methods, maintain strong passwords, and follow best practices for cybersecurity when exchanging information electronically.