OVERVIEW

BerryCore Systems Inc. (“BerryCore”, “we”, “us”, or “our”) is committed to protecting the privacy and confidentiality of personal information collected from clients across all service divisions, including Berry Wealth Tax. This Privacy Policy governs how we collect, use, disclose, and safeguard personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA), Schedule 1 — Ten Fair Information Principles, as administered by the Office of the Privacy Commissioner of Canada.

PERSONAL INFORMATION WE COLLECT

We collect only the personal information necessary to deliver our financial, tax preparation, bookkeeping, and related services. This may include:

• Full legal name, date of birth, and Social Insurance Number (SIN)
• Contact information, including mailing address, phone number, and email address
• Financial records, including income slips, expense documentation, and banking information
• Government-issued identification for identity verification purposes
• Business records for sole proprietors and self-employed clients

PURPOSE OF COLLECTION

Personal information is collected solely for the purposes of providing requested services, which include but are not limited to: preparation and electronic filing of T1 personal income tax returns, bookkeeping services, and related financial services. Clients are informed of the purpose at or before the time of collection, in accordance with PIPEDA’s Identifying Purposes Principle.

CONSENT

BerryCore obtains informed consent from all clients before or at the time of collecting personal information. Consent may be express or implied, depending on the sensitivity of the information. Clients may withdraw consent at any time, subject to legal and contractual obligations, by contacting our Privacy Officer. Withdrawal of consent may affect our ability to provide certain services.

USE AND DISCLOSURE

Personal information is used exclusively for the purposes for which it was collected. BerryCore does not sell, trade, or share client personal information with third parties except:

• As required by the Canada Revenue Agency (CRA) during tax filing and EFILE services
• As required by applicable law, regulation, or court order
• With the client’s explicit written consent

RETENTION

Personal information is retained only as long as necessary to fulfill the purposes for which it was collected, or as required by CRA guidelines and applicable Canadian law. Records are securely destroyed when no longer required.

SAFEGUARDS

BerryCore implements appropriate physical, organizational, and technological safeguards to protect personal information against unauthorized access, disclosure, copying, use, or modification. All client files are stored securely, and access is restricted to authorized personnel only.

ACCESS AND ACCURACY

Clients have the right to request access to their personal information held by BerryCore, and to request corrections if the information is inaccurate or incomplete. Requests must be submitted in writing to our Privacy Officer and will be addressed in a timely manner.

BREACH NOTIFICATION

In the event of a privacy breach that poses a real risk of significant harm, BerryCore will notify affected individuals and report the breach to the Office of the Privacy Commissioner of Canada as required under PIPEDA’s mandatory breach reporting provisions.

PRIVACY OFFICER & COMPLAINTS

BerryCore Systems Inc. has designated a Privacy Officer responsible for overseeing compliance with this policy and PIPEDA. Clients may direct privacy inquiries, access requests, or complaints to:

• Privacy Officer — BerryCore Systems Inc.
  Province of Ontario, Canada

If a complaint is not resolved to the client’s satisfaction, the client may contact the Office of the Privacy Commissioner of Canada at www.priv.gc.ca.

UPDATES TO THIS POLICY

BerryCore Systems Inc. reserves the right to update this Privacy Policy at any time. Clients will be notified of material changes. Continued use of our services following notification constitutes acceptance of the revised policy.