Privacy Policy

How Crypto Records collects, uses, and protects personal information.

Last updated: 2026 January 24

We are committed to protecting the privacy and personal information of our clients, website visitors, and users. This Privacy Policy explains how we collect, use, disclose, and safeguard your information in compliance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA), and, where applicable, international privacy laws. By using our website or services, you consent to the practices described in this Privacy Policy.

1. Who We Are

We are a Canadian-based company providing the following services:

Cryptocurrency tax reporting
Tax planning for individuals and companies
Bookkeeping for individuals and companies
Corporate services (e.g., setting up corporations)
Business consulting and advisory services
We do not offer cryptocurrency exchange services, custodial services, or financial investment products.
Our work with digital assets is limited to the analysis of transaction data for the purpose of accurate Canadian and international tax reporting.

Our clients may be located worldwide, though most are expected to be Canadian.

2. Information We Collect

We collect personal and business information necessary to provide our services effectively. This may include:

a) Personal Information

Name
Email address
Phone number
Mailing address
Government-issued identification (if required for compliance)
Tax identification numbers (e.g., SIN, business numbers, where legally required)

b) Financial and Tax Information

Income and expense records
Cryptocurrency transaction data
Bank and investment account details
Corporate financial statements
Tax filings and supporting documents

c) Business Information

Company name and structure
Ownership details
Business registration and incorporation data
Business Records: Invoices, bank statements, and general ledger data for bookkeeping and corporate services

d) Website and Technical Information

IP address
Browser type and device information
Pages visited and interaction data
Cookies and similar technologies (see Section 9)

3. How We Use Your Information

We use your information for the following purposes:

To provide and deliver our services
To prepare tax filings, reports, and financial documents
To communicate with you about your account or services
To comply with legal and regulatory obligations
To improve our website, services, and customer experience
To prevent fraud, unauthorized access, or misuse of our services
To provide data-driven advice on business operations and structure

We collect, use, and disclose your personal information with your knowledge and consent, except where permitted or required by law. Consent may be:

Express (e.g., when you sign a service agreement), or
Implied (e.g., when you voluntarily provide information for service delivery)

You may withdraw your consent at any time, subject to legal and contractual restrictions.

We respect the confidentiality of your financial data. We may share your information only in the following circumstances:

a) With Your Permission

We may share your data with accountants, tax professionals, or advisors you choose to work with, but only with your explicit consent.

b) Service Providers

With trusted third-party service providers who assist us in delivering our services (e.g., cloud storage, accounting software), under strict confidentiality obligations.

c) Legal and Regulatory Requirements

Where required by law, court order, subpoena, or regulatory authority.

d) Business Transactions

In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction, subject to confidentiality protections.

We do not sell or rent your personal information.

6. International Data Transfers

While we are based in Canada, your information may be stored or processed in other countries where our service providers operate. These jurisdictions may have different privacy laws. We take reasonable steps to ensure your information receives a comparable level of protection.

7. Data Retention

We retain records:

For as long as required by Canadian tax law (typically 7 years) to support you in the event of a CRA audit.
As long as required to fulfill the purposes for which it was collected and to meet legal, regulatory, and professional obligations.
To resolve disputes and enforce agreements

8. Security Safeguards

We implement appropriate administrative, technical, and physical safeguards to protect your information against:

Unauthorized access
Disclosure
Alteration
Loss or destruction

These safeguards include encryption, access controls, secure servers, and confidentiality agreements with staff and contractors. Only staff members directly involved in your file have access to your sensitive information.

9. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to:

Improve website functionality
Analyze traffic and usage patterns
Enhance user experience

You can control cookies through your browser settings. Disabling cookies may affect some website features.

10. Your Rights

Depending on your jurisdiction, you may have the right to:

Access your personal information
Request correction of inaccurate or incomplete information
Withdraw consent (subject to legal or contractual limitations)
Request deletion of your information, where applicable
File a complaint with a privacy regulator

To exercise any of these rights, contact us using the details below.

For questions about your data or to request access to your records, please navigate to our contact form.