Crystallizing Financial Clarity for the Digital Age
When you're dealing with crypto wallets, startup financials, and tax stuff, privacy isn't just some checkbox exercise. It's serious business. We've built our practice around keeping your financial data locked down tighter than a cold wallet, and this policy breaks down exactly how we handle your info.
This isn't your typical "we value your privacy" fluff - we're gonna be straight with you about what we collect, why we need it, and how we protect it. We're accountants, not data brokers, so rest easy knowing we're not selling your transaction history to ad networks or anything shady like that.
We only grab what we need to do our job properly. No sneaky background tracking or unnecessary data hoarding. Here's the breakdown:
Basic details we need to know who you are and stay compliant with CRA regulations:
The meat and potatoes of what we do - your actual financial records:
This is where we really specialize - crypto's a whole different beast:
Standard website analytics stuff - helps us improve our service:
Everything we collect has a purpose - we're not data hoarders. Here's what we do with your info:
Preparing your tax returns, calculating crypto gains/losses, handling bookkeeping, filing GST/HST returns, and all the actual accounting work you hired us for. Pretty straightforward.
Meeting CRA requirements, keeping records for the legally mandated period, responding to audits or inquiries, and staying on the right side of Canadian tax law. Not glamorous, but necessary.
Sending you updates about your file, answering questions, providing strategic tax advice, and keeping you in the loop during tax season. We'll also send deadline reminders so you don't get caught off guard.
Analyzing trends in crypto tax issues, developing better tools for our clients, training our team on emerging regulations, and generally getting better at what we do. Anonymized data only for this stuff.
Since we specialize in cryptocurrency taxation, we wanna be crystal clear about how we handle your blockchain-related info. This is sensitive stuff, and we treat it that way.
Remember: blockchain transactions are public by nature, but we take extra steps to ensure your on-chain activity isn't linked back to your personal identity in our systems. We're also super careful about not inadvertently connecting different wallet addresses you own unless you've explicitly told us they're related.
Security isn't an afterthought here - it's baked into everything we do. Working with crypto clients has taught us that half-measures don't cut it when it comes to protecting sensitive financial data.
Canadian-hosted servers, end-to-end encryption for all data transfers, regular security audits, and penetration testing by third-party experts. We're SOC 2 compliant and proud of it.
Multi-factor authentication required for everyone, role-based access (junior staff can't see everything), automatic session timeouts, and immediate revocation when someone leaves the team.
We only keep what we need, for as long as we need it. Regular data purges, secure deletion protocols, and zero unnecessary copies floating around on random hard drives or email accounts.
Everyone on our team goes through annual security training, phishing simulation tests, and learns specifically about crypto-related social engineering attacks. We practice what we preach.
We've got a documented breach response plan (hopefully never needed), 24/7 security monitoring with real humans reviewing alerts, and cyber insurance just in case Murphy's Law kicks in.
Encrypted daily backups stored in multiple geographic locations, regular restore testing to make sure backups actually work, and documented recovery procedures for every system.
We can't just delete everything the moment we're done with your tax return - CRA has rules about record retention, and so do our professional standards. Here's the timeline:
Duration: Throughout our engagement plus 6 years after the last service
Why: CRA can review returns up to 6 years back (longer if there's suspected issues), so we keep everything accessible during that window. It's also way easier to prepare next year's return when we have last year's file handy.
Duration: 7 years minimum (we recommend longer for complex DeFi positions)
Why: Crypto cost basis calculations can span multiple years, especially with staking rewards, airdrops, and complex DeFi positions. Better safe than sorry if CRA comes knocking.
Duration: Same as the related file (6-7 years typically)
Why: Emails, meeting notes, and advice documentation protect both you and us if there's ever a question about what was discussed or recommended. Context matters in tax work.
Duration: 24 months max, often less
Why: Website analytics and marketing info loses relevance quickly. We purge this stuff regularly since it's not needed for compliance purposes.
Duration: 12 months if you don't become a client
Why: Sometimes people circle back after thinking things over, so we keep initial consultation notes for a year. After that, it's gone unless you've engaged us formally.
Under Canadian privacy law (PIPEDA and provincial regulations), you've got some solid rights when it comes to your personal data. Here's what you can do:
Request a copy of all personal info we hold about you. We'll provide it within 30 days, usually faster. There might be a small admin fee for extensive requests, but we'll let you know upfront.
If something's wrong in your file, tell us and we'll fix it ASAP. Accurate data benefits everyone, especially when dealing with tax filings where precision matters.
Request your data in a structured, commonly-used format that you can take to another service provider. We'll export everything in CSV or PDF formats that work with other accounting systems.
Ask us to delete your info - but heads up, we might need to keep certain records for legal compliance (CRA retention requirements). We'll explain what can and can't be deleted.
Change your mind about how we use your data for non-essential purposes (like marketing). Note that withdrawing consent for essential services means we can't continue working together.
If you think we've mishandled your data, you can complain to the Office of the Privacy Commissioner of Canada. We'd prefer you talk to us first though - we'll work hard to make things right.
To exercise any of these rights, reach out to:
hello@jadecrythonix.info
(604) 555-2847
Include "Privacy Request" in your subject line so we can prioritize it properly.
Privacy regulations evolve, our services change, and sometimes we realize we could be doing things better. When we update this policy, here's how we'll handle it:
Typo fixes, clarifications, or small tweaks that don't affect your rights - we'll just update the "Last Updated" date at the top. Check back occasionally if you're curious.
Big stuff that affects how we collect or use your data - you'll get an email heads up at least 30 days before the changes take effect. If you're not cool with it, we can discuss or part ways amicably.
If new laws force us to change practices immediately (like sudden crypto reporting rules), we might not have 30 days to warn you. We'll still communicate ASAP though.
We'll also post a notice on the homepage when significant policy updates happen, so you don't have to constantly check this page. Continuing to use our services after changes take effect means you accept the updated terms.
Look, privacy policies can be overwhelming - if something's unclear or you want to know more about how we protect your specific data, just reach out. We'd rather have a conversation than leave you wondering.
Privacy inquiries typically get a response within 1-2 business days. For urgent matters, call us directly.
Your privacy is protected under Canadian federal and provincial privacy laws
This policy was last reviewed and updated on November 18, 2025