Legal

Privacy Policy

Last updated May 30, 2026

Jones and Cosman Chartered Professional Accountants (“we,” “us,” or “our”) operates jonescosman.com. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

Information you provide directly:

  • Name, email address, and business name (via contact forms, scorecard, and service inquiries)
  • Business financial information (when you engage our bookkeeping, tax, or exit planning services)
  • Phone number (when you book a consultation call)
  • Annual revenue range and exit timeline (via the Exit Readiness Scorecard)

Information collected automatically:

  • IP address, browser type, device type, and operating system
  • Pages visited, time spent on pages, and referring URLs
  • Cookies and similar tracking technologies (see our Cookie Policy)

How We Use Your Information

  • To provide our accounting, bookkeeping, tax, and exit planning services
  • To respond to your inquiries and service requests
  • To send your Exit Readiness Scorecard results (when you opt in)
  • To send occasional updates about our services (only with your explicit consent, per CASL)
  • To analyze website usage and improve our services (via Google Analytics)
  • To comply with legal obligations

Google Analytics

We use Google Analytics 4 (GA4) to understand how visitors interact with our website. GA4 collects data such as pages viewed, time on site, and general geographic location. This data is anonymized and used only to improve our website and services.

You can opt out of Google Analytics tracking by using the Google Analytics Opt-Out Browser Add-on or by declining analytics cookies via our cookie consent banner.

Cookies

Our website uses cookies. When you first visit our site, you will be presented with a cookie consent banner where you can accept or decline non-essential cookies.

Essential cookies are required for the website to function (for example, session management) and cannot be disabled. Analytics cookies are used by Google Analytics to understand website usage and are only placed with your consent. Functional cookies remember your preferences (for example, your cookie consent choice) and are only placed with your consent.

You can change your cookie preferences at any time through the cookie settings link in our website footer or by clearing your browser cookies.

Canada’s Anti-Spam Legislation (CASL)

We comply with CASL. We will only send you commercial electronic messages (emails) if you have provided express consent. Every email we send includes:

  • Our business name and contact information
  • A clear and functioning unsubscribe mechanism
  • Identification of the message as coming from Jones and Cosman CPA

You can withdraw your consent at any time by clicking the unsubscribe link in any email or by contacting us directly.

PIPEDA Compliance

We comply with the Personal Information Protection and Electronic Documents Act (PIPEDA). Your personal information is:

  • Collected only for identified purposes with your knowledge and consent
  • Used only for the purposes for which it was collected
  • Retained only as long as necessary for the identified purposes
  • Protected by appropriate security safeguards
  • Made available to you upon request for review and correction

Data Sharing

We do not sell your personal information. We may share information with:

  • Service providers: Google (Analytics), hosting providers, email service providers, and payment processors, solely to deliver our services.
  • Professional obligations: Canada Revenue Agency (CRA), CBSA, or other regulatory bodies as required by law or with your authorization.
  • With your consent: business brokers, attorneys, or other advisors when you engage our exit planning services and authorize us to coordinate with your advisory team.

Data Security

We implement appropriate technical and organizational measures to protect your personal information, including encrypted storage, secure access controls, and regular security reviews. However, no method of electronic transmission or storage is 100% secure.

Data Retention

We retain personal information for as long as necessary to provide our services and comply with legal obligations. Financial records are retained for the periods required by CRA and applicable tax legislation (generally 6 to 7 years). You may request deletion of non-essential personal data at any time.

Your Rights

You have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your personal data (subject to legal retention requirements)
  • Withdraw consent for marketing communications at any time
  • File a complaint with the Office of the Privacy Commissioner of Canada

Children’s Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. The current version is always available at this URL, and the “Last updated” date shown at the top of this page reflects the most recent revision. We encourage you to review this page periodically.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, please contact us:

Jones and Cosman Chartered Professional Accountants
Email: [email protected]
Website: jonescosman.com