Privacy Policy

Lagom LLP (“Lagom”, “we”, “us” or “our”) is a firm of Chartered Professional Accountants based in Edmonton, Alberta. We respect your privacy and are committed to protecting the personal information entrusted to us. This Privacy Policy explains how we collect, use, disclose and safeguard personal information through our website and in the course of providing our services, in accordance with Alberta’s Personal Information Protection Act (PIPA), the federal Personal Information Protection and Electronic Documents Act (PIPEDA) where it applies, and the Rules of Professional Conduct of CPA Alberta.

1. Information we collect

We collect only the personal information that is reasonably necessary for the purposes described in this policy. This may include:

• Contact information you provide through our website, by email or by phone, such as your name, email address, phone number, the service you are interested in and the content of your message.
• Client engagement information needed to deliver our services, such as financial records, tax information, Social Insurance Numbers, business and ownership details, banking information and supporting documents.
• Technical information collected automatically when you visit our website, such as your IP address, browser type, device information, pages visited and the date and time of your visit.

2. How we use your information

We use personal information to:

• respond to your inquiries and requests for information;
• assess, plan and deliver accounting, assurance, tax, advisory and fractional CFO services;
• prepare and file returns, reports and other documents on your behalf;
• meet our legal, regulatory and professional obligations, including those set by CPA Alberta and the Canada Revenue Agency;
• manage our client relationships, billing and internal administration; and
• maintain, secure and improve our website.

We do not sell, rent or trade your personal information.

3. Consent

By submitting information through our website or engaging our services, you consent to the collection, use and disclosure of your personal information as described in this policy. Where required, we will seek your express consent. You may withdraw your consent at any time, subject to legal or contractual restrictions and reasonable notice; however, doing so may limit our ability to provide certain services to you.

4. When we share information

We share personal information only when necessary and only with:

• Government and regulatory bodies, such as the Canada Revenue Agency or Alberta Treasury Board and Finance, when filing on your behalf or when required by law;
• Trusted service providers who support our operations, such as secure document portals, accounting and tax software, cloud storage, IT support and website hosting. These providers may only use your information to perform services for us and are required to protect it;
• Professional regulators, such as CPA Alberta, for practice inspection or as otherwise required; and
• Other parties with your consent, or where required or permitted by law, such as in response to a court order.

5. Cookies and analytics

Our website uses cookies and similar technologies to make the site work properly and to understand how visitors use it. We use Google Tag Manager and related Google analytics services, which collect information such as pages visited, time spent on the site and general location based on IP address. This information is used in aggregate to improve our website and does not identify you personally. You can control or delete cookies through your browser settings, and you can opt out of Google Analytics by installing the Google Analytics Opt-out Browser Add-on. Disabling cookies may affect how parts of the website function.

6. Storage outside of Canada

Some of our service providers may store or process personal information outside of Canada, including in the United States. When this happens, your information is subject to the laws of that jurisdiction and may be accessible to its courts, law enforcement and national security authorities. We take reasonable steps to ensure that service providers offer a comparable level of protection. You may contact us to learn more about our policies regarding service providers outside of Canada.

7. Security and retention

We protect personal information using reasonable physical, administrative and technical safeguards, including restricted access, secure file-sharing tools, password protection and encryption where appropriate. While no method of transmission over the internet is completely secure, we work to protect your information against loss, theft and unauthorized access, use or disclosure.

We keep personal information only as long as needed for the purposes it was collected, or as required by law and professional standards. Client files are generally retained for the periods required by the Income Tax Act and CPA Alberta, after which they are securely destroyed.

8. Professional confidentiality

As Chartered Professional Accountants, we are bound by the confidentiality requirements of the CPA Alberta Rules of Professional Conduct. Information you share with us in the course of an engagement is kept confidential and is not disclosed without your consent, except where required by law or by our professional obligations.

9. Accessing and correcting your information

You have the right to request access to the personal information we hold about you and to ask that it be corrected if it is inaccurate or incomplete. To make a request, please contact us using the details below. We will respond within the time required by law, generally 45 days. In some cases, we may be unable to provide access, for example where information is protected by legal privilege or would reveal personal information about another person; if so, we will explain why.

10. Links to other websites

Our website may contain links to third-party websites, such as social media platforms or government resources. We are not responsible for the privacy practices or content of those websites, and we encourage you to review their privacy policies.

11. Children’s privacy

Our website is not directed at children, and we do not knowingly collect personal information from children through it. Where we provide services involving a minor, such as preparing a tax return, we collect that information from a parent or legal guardian.

12. Changes to this policy

We may update this Privacy Policy from time to time to reflect changes in our practices or in the law. The updated version will be posted on this page with a revised “Last updated” date.

13. Contact us

If you have questions about this Privacy Policy, wish to access or correct your personal information, or have a privacy concern, please contact our Privacy Officer:

Lagom LLP – Privacy Officer
Edmonton, Alberta, Canada
Email: info@lagomllp.ca
Phone: +1 825 474-7611

If you are not satisfied with our response, you may contact the Office of the Information and Privacy Commissioner of Alberta (oipc.ab.ca).