Count myAccount Associate Code of Ethics and Professional Conduct (2026)

Count myAccount delivers tax, bookkeeping, accounting, and related financial support services across Canada through a managed network of independent associates working within company-approved platform involves highly sensitive financial and personal information, ethical conduct is not optional; it is essential to client trust, regulatory compliance, service quality, and brand protection. Client tax and financial information must be handled with strict confidentiality. CRA rules protect taxpayer information and limit disclosure to the taxpayer or an authorized person, except where disclosure is permitted by law. In addition, Canada’s private-sector privacy laws require organizations engaged in commercial activity to protect personal information with safeguards appropriate to its sensitivity and to protect it against loss, theft, and unauthorized access, use, disclosure, copying, or modification. sets the ethical standard for every Count myAccount associate. It explains how to protect client information, communicate professionally, follow company policies and approved procedures, avoid conflicts of interest, maintain service quality, and remain in good standing within the Count myAccount system. All clients served through Count myAccount are company clients. Associates may not solicit, divert, retain, or move clients outside Count myAccount’s approved structure, pricing, systems, or communication channels for personal benefit or for the benefit of another business.