Privacy Policy

Effective Date: July 10, 2025

Pinnacle SRED Consulting Waterloo, Ontario, Canada

Information We Collect

We collect personal and business information necessary to provide SR&ED consulting services, including company details, financial records, technical project documentation, contact information, and correspondence. We may also collect website usage data through cookies and analytics tools.

How We Use Your Information

Your information is used solely to prepare SR&ED claims, communicate with you about our services, comply with legal obligations, and improve our consulting processes. We analyze technical and financial data to identify eligible R&D activities and maximize your tax credit claims.

Information Sharing

We do not sell or rent your information. We may share data with the Canada Revenue Agency as required for SR&ED submissions, with professional advisors bound by confidentiality obligations, and with service providers who assist in our operations under strict confidentiality agreements.

Data Security

We implement industry-standard security measures to protect your information, including encrypted communications, secure file storage, and access controls. However, no method of transmission over the internet is completely secure.

Data Retention

We retain client information for a minimum of seven years to comply with CRA requirements and professional standards. Records may be kept longer if required by ongoing audits or legal obligations.

Your Rights

You have the right to access your personal information, request corrections, withdraw consent for certain uses, and request deletion of data not required for legal compliance. Contact us to exercise these rights.

Cookies

Our website uses cookies to improve user experience and analyze traffic. You may disable cookies through your browser settings, though some website features may not function properly.

Changes to This Policy

We may update this privacy policy periodically. Continued use of our services after changes constitutes acceptance of the updated policy.

Contact Us

For questions about this privacy policy or to exercise your data rights, contact Pinnacle SRED Consulting through our website contact form or by mail at our Waterloo, Ontario office.