Complaint Form

This form is to be used to file a complaint against a CPB Canada member with respect to a potential violation of the CPB Canada Code of Ethics and Professional Conduct. Upon filing, CPB Canada will assess the eligibility and scope of the complaint and follow-up regarding next steps.

Complainant Info

First name *

Last name *

Primary Phone *

E-mail *

Address 1 *

Address line 2

City *

Province *

Postal Code *

Country *

Respondent Info (Name of Individual You Wish To File a Complaint Against)

First name *

Last name *

Primary Phone

E-mail

Address 1 *

City *

Province *

Postal Code *

Country *

Is the bookkeeper a member of CPB Canada? (Select one)

Please note: We can only open a complaints process for CPB Canada members. Please visit the Better Business Bureau, if the respondent is not a CPB Canada member.

Yes

Unsure

If unsure, why do you believe this person is affiliated with CPB Canada

Relationship To Respondent *

What is your relationship with the Respondent?

Client

Employee

Partner

Family Member

Other

If other, please specify

Did you hire this Member/Firm?

Yes

If yes, (Please provide supporting documentation, such as engagement letter(s), cheque(s) payable to the Member/Firm etc.)

Maximum size 20 MB

Additional Documentation (if needed)

Maximum size 20 MB

When was the Member/Firm hired? *

What was the Member/Firm hired to do? (Please provide a detailed description) *

Was the task completed?

Yes

Is the Member/Firm still working for you?

Yes

Who did the Member/Firm report to while providing services? *

How were you involved? (Please provide a detailed description) *

What does the subject matter of this complaint relate to?

Tax Preparation

General Bookkeeping/Accounting

Client Service Issue

Other (specify)

If other, please specify

Additional documentation (if needed)

Maximum size 20 MB

Please tell us about your complaint, and in particular how the Member has breached the CPB Canada Code of Ethics & Professional Conduct. (Please provide a detailed description) *

Please list and attach any supporting documentation.

Maximum size 20 MB

Acknowledgement, consent, and signature: *

I understand and agree that Certified Professional Bookkeepers of Canada (CPB Canada) may share and provide copies of the information and/or documents that it receives from me to the named Respondent(s) and members of the Investigation Panel, Ethics & Discipline Committee, and Appeals Panel, as required. I understand that CPB Canada may not be able to process my complaint without supporting documents. I have attached copies of documents that relate to my complaint, as documented above. I have read and understand the CPB Canada Complaint and Discipline Policy (the “Policy”) and acknowledge and agree to wholly release and not bring any action or proceeding against CPB Canada, or any of its employees, officers or directors, or any member of the Investigation Panel, Ethics and Discipline Committee, or Appeals Panel (collectively, the “Releasees”), for their actions or omissions with respect to the handling of this complaint, any ensuing investigation, or actions taken pursuant to the Policy and/or the Appeals Policy. I understand that I may have recourse and remedies against the Respondent(s) but agree that CPB Canada has no involvement in any such proceedings, and further agree that I will not involve CPB Canada or any of the Releasees in any civil actions I may choose to take against the Respondent(s), nor will I call any of the Releasees to testify at any court or other legal proceeding.

Acknowledgment & Consent

Complainant E-Signature *

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