Privacy Policy

Effective date: September 29, 2026

Dez Business Advisors Inc. (“Dez”, “we”, “us”) is an accounting and advisory firm based in Vancouver, British Columbia, serving clients across Canada and the United States. We handle personal information in accordance with Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA) and British Columbia’s Personal Information Protection Act (PIPA). This policy applies to our website, dezadvisors.com, and to the services we provide.

1. Information we collect

When you contact us

When you use our contact form, live chat, email, or phone, we collect the details you choose to share — such as your name, email address, phone number, business name, the services you’re interested in, and the content of your message.

When you become a client

To deliver our services, we collect the information needed for the engagement. Depending on the work, this may include financial records, bank and credit-card statements, payroll and employee information, tax identifiers (such as Social Insurance Numbers or business numbers), and correspondence with tax authorities. This information is covered by our engagement letter and our professional confidentiality obligations.

When you browse our website

Like most websites, our hosting and security providers automatically process technical information such as your IP address, browser type, device, and pages visited. We use this only to keep the site secure, working, and to understand overall traffic.

2. How we use your information

• To respond to your enquiries and schedule consultations
• To provide accounting, bookkeeping, payroll, tax, and advisory services
• To prepare and file returns and reports on your behalf when you engage us to do so
• To meet our legal, regulatory, and professional obligations
• To keep our website secure and improve how it works

We do not sell, rent, or trade your personal information, and we don’t use it for purposes you haven’t agreed to.

3. Consent

By contacting us or engaging our services, you consent to the collection and use of your information as described here. You may withdraw consent at any time, subject to legal or contractual restrictions; if you do, we may be unable to continue providing some services.

4. Who we share information with

We share personal information only when necessary, and only with:

• Service providers who help us run our business — for example, website hosting and security (Cloudflare), live chat (tawk.to), email, file sharing, and cloud accounting software such as QuickBooks Online and Xero. They may only use your information to provide services to us.
• Government and tax authorities, such as the Canada Revenue Agency or the IRS, when filing on your behalf or when required by law.
• Others with your permission, such as your bank, lender, or lawyer when you ask us to.

5. Storage outside Canada

Some of our service providers store or process information outside Canada, including in the United States. When that happens, your information may be subject to the laws of that country and accessible to its authorities. We choose reputable providers and take reasonable steps to ensure your information is protected.

6. Cookies and live chat

Our website uses a small number of cookies and similar technologies that are needed for it to work. Our live chat, provided by tawk.to, uses cookies to keep your conversation going as you move between pages and may record your chat transcript, name, and email if you provide them. Our hosting provider may collect anonymous, aggregated traffic statistics. We do not use advertising or tracking cookies. You can block or delete cookies in your browser settings, though some features (like chat) may then not work.

7. How we protect your information

We use reasonable physical, organizational, and technical safeguards — including encrypted connections, access controls, secure cloud platforms, and confidentiality obligations for everyone who works with us — to protect personal information against loss, theft, and unauthorized access.

8. How long we keep it

We keep personal information only as long as needed for the purposes above, or as required by law and professional standards. For example, tax records are generally kept for at least six years. Enquiries that don’t lead to an engagement are deleted when no longer needed.

9. Your rights

You may ask to access the personal information we hold about you, ask us to correct it, or withdraw your consent. To make a request, contact us using the details below. We’ll respond within 30 days.

10. Children

Our website and services are intended for businesses and adults. We do not knowingly collect personal information from children.

11. Changes to this policy

We may update this policy from time to time. The latest version will always be posted on this page with its effective date.

12. Contact us

If you’re not satisfied with our response, you may contact the Office of the Privacy Commissioner of Canada or the Office of the Information and Privacy Commissioner for British Columbia.