Privacy Policy

Data We Collect

We collect information necessary to provide you with our tax preparation and filing services:

• Personal & Contact Data: Your full name, email address, phone number, mailing address, Social Insurance Number (SIN), and date of birth.
• Financial Data: Information required for tax purposes, such as income slips (T4s, T5s, etc.), details of deductions and credits, bank account information for direct deposits, and other relevant financial records.
• Technical Data: We may automatically collect information like cookies, device information, IP addresses, and website usage analytics to improve our service performance and security.
• Payment Information: Your payment card details are processed securely by our third-party payment partners to handle transactions for our Services. We do not store your full payment card information on our servers.

How We Use Your Data

Your data is used for the following purposes:

• To provide, operate, and maintain the Services, specifically for the preparation and filing of your tax returns.
• To communicate with you, provide customer support, and send you service-related updates or marketing information (which you can opt-out of).
• For analytics and research to improve the functionality and user experience of our Services.
• For security purposes, including fraud prevention and to protect the integrity of our platform.
• To comply with our legal and regulatory obligations, particularly with government tax authorities.

Sharing Your Data

We only share your information in the following circumstances:

• Government Authorities: Your information will be shared with the Canada Revenue Agency (CRA) and/or other relevant tax agencies as required to file your tax returns.
• Service Providers: We may use third-party companies for services like cloud hosting, payment processing, or analytics. These providers are only given access to the data necessary to perform their functions and are contractually obligated to protect it.
• Legal Authorities: If required by law, we may disclose your information in response to a subpoena, court order, or other valid legal request.

We do not sell your personal data.

Data Storage & Security

Your data may be stored and processed on secure servers located in Canada or other jurisdictions. We implement robust technical and organizational security measures to protect your personal and financial information against unauthorized access, loss, or misuse.

Your Rights

Under applicable privacy laws, you may have the right to access, correct, or request the deletion of your personal data. You also have the right to opt out of marketing communications. To exercise these rights, please contact us using the information below.

Children's Privacy

Our Services are not directed to individuals under the age of majority in their province of residence. We do not knowingly collect personal information from minors. If we learn we have inadvertently collected such data, we will take steps to delete it promptly.

Updates to This Policy

We may update this Privacy Policy from time to time. The updated version will be indicated by a new "Effective Date." Your continued use of our Services after any changes signifies your acceptance of the updated policy.

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