Privacy policy

Last updated: October 14, 2026

Who is responsible for your information

Montreal Accounting Firm is responsible for the personal information collected through this site. For any question about this policy or about your information, write to info@montrealaccountingfirm.com or call 438-815-5200. Our main office is at 1200 avenue McGill College, Suite 42, Montréal, Quebec H3B 4G7.

What we collect

We collect only the information you send us yourself through our forms — the free consultation form and the quote request form — or through the site's AI assistant:

• your first and last name;
• your email address;
• your phone number, if you provide one;
• the location closest to you and the service you are interested in;
• your preferred way to be contacted;
• the description of your needs that you write in the form.

Please do not include sensitive information — social insurance number, banking details or tax documents — in the description field or in the AI assistant. If your file requires that kind of information, we will agree with you on an appropriate way to send it.

The AI assistant

A chat bubble at the bottom of every page lets you ask questions to a conversational assistant powered by artificial intelligence. It is a computer program, not a member of our team; its answers are general and do not replace professional advice. The messages you write there are sent to an AI model to produce a reply and are not stored by the site. The ongoing conversation is kept in your browser only (session storage) and is cleared when you close the tab.

If you request a consultation through the assistant, it asks for your name, your email and, if needed, your phone number, the service you are looking for, your nearest location and a summary of your needs. That information reaches us the same way as a request made through the quote request form and is handled under this policy. The assistant makes no decision about you.

Why we collect it

This information serves one purpose: to contact you about your request, to prepare the consultation or quote you asked for and, if you become a client, to provide the services we agree on. We do not sell or rent your information, and we do not use it for advertising.

By submitting a form, you consent to our using the information provided to reply to you. You may withdraw that consent at any time by writing to us.

Who has access to it

Your information is available to the Montreal Accounting Firm advisors handling your request. We also rely on the following providers to run the site:

• Netlify — hosts the site and receives form submissions, which are kept in our Netlify account. Netlify is a US company, so information sent through the forms may be processed or stored outside Quebec.
• Anthropic — provides the assistant's AI model; messages reach it through Netlify. Anthropic is a US company, so those messages may be processed outside Quebec.
• Google Fonts — provides the site's typefaces. Your browser requests those files from Google's servers, which discloses your IP address to them.
• Unsplash — provides one photograph shown on the home page, loaded the same way.

We may also disclose information where the law requires it, including to a tax authority or a court.

Cookies and analytics

This site uses no tracking cookies, no audience analytics and no advertising pixels. We do not build a browsing profile. The servers hosting the site keep standard technical logs, which may include your IP address, for security and troubleshooting.

On your first visit, a banner lets you accept or refuse any non-essential cookie or measurement tool. Refusing has no effect on your access to the site. Your choice is stored in your browser for six months, after which you are asked again. You can change it or withdraw your consent at any time using the “Cookie preferences” link at the bottom of every page.

How long we keep it

Requests that do not lead to an engagement are kept for at most twelve months and then deleted. If you become a client, your information is kept for the periods required by law and by the professional rules that apply to accounting and tax work — generally at least seven years after the engagement ends.

Your rights

You have the right to ask for access to the personal information we hold about you, to ask that it be corrected if it is inaccurate or incomplete, to withdraw your consent, and to ask us to delete information we are not required to keep. To exercise any of these rights, write to info@montrealaccountingfirm.com. We respond within 30 days.

If our response does not satisfy you, you may file a complaint with the Commission d'accès à l'information du Québec.

Security

The site is served entirely over HTTPS, which encrypts information sent through the forms while in transit. Access to submissions is limited to the people who need it. No transmission over the internet is perfectly secure, which is why we ask only for the information we actually need.

Changes

We may update this policy to reflect a change in our practices or in the law. The date it was last updated appears at the top of this page.