Cox Merritt’s
Privacy Policy

Our Privacy Policy and Commitment

At Cox Merritt, we value your business. As your accountant, we respect that you trust us with some of your most sensitive information. We want you to be aware of our commitment to protect the personal information you provide in the course of doing business with us. We have formalized our existing policies to ensure compliance under the Personal Information Protection and Electronic Documents Act.

The completed product (i.e. financial statements, tax returns, etc.) will be provided to you, the client, and to the appropriate government authorities. Any further disclosures will require your consent. For example, if your bank requests a copy of your Financial Statement, we will obtain your consent before providing it to them.

Protection of Personal Information

The partners, managers and employees of the Firm who are granted access to client information understand the need to keep the information protected and confidential in accordance with the terms of their employment and governing professional standards.  It is a firm policy that all staff sign a confidentiality agreement as part of the terms of their employment.  We have also established physical safeguards to protect client information from unauthorized access or use.

Retention of Personal Information

We will retain our completed client files indefinitely. Information used in the production of a completed file but not necessarily part of the completed product will be kept at a minimum for the length of time required to complete an engagement. These time periods apply to hard and soft data. Destruction of files in our off-site storage will be completed on a regular basis.

More Information

For more information on our Firm’s privacy policies and procedures, please feel free to contact the partner in charge of your account at 613-591-7605.