Privacy Policy for Canadian Accounting And Tax

At Canadian Accounting And Tax ("we," "our," or "us"), your privacy is our priority. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you use our tax return services in Canada. We are committed to handling your data in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable Canadian privacy laws.

1. Information We Collect

We collect and process personal information necessary to provide our services effectively. The types of personal data we collect include:

a) Personal Identification Information

• Full name
• Date of birth
• Social Insurance Number (SIN)
• Mailing address
• Phone number
• Email address
• Citizenship and residency status

b) Financial and Tax Information

• Employment income details (e.g., T4 slips)
• Self-employment income and expenses
• Investment income (e.g., T5, T3 slips)
• Deductions and credits (e.g., medical expenses, charitable donations)
• Previous tax return history
• Tax refund and payment amounts

c) Banking and Payment Information

• Bank account details for direct deposit
• Credit/debit card information for service payments

d) Government-Issued Identification

• Driver’s license
• Passport
• Permanent resident card

e) Technical and Usage Data

• IP address
• Browser type and version
• Pages visited on our website
• Time and date of visits
• Device information

f) Communication Records

• Emails, text messages, and any other forms of communication with us
• Notes from phone calls or in-person meetings

2. How We Use Your Information

• Tax Preparation Services
• Client Communication
• Identity Verification
• Regulatory Compliance
• Service Improvement
• Marketing Communication
• Financial Transactions
• Data Analysis

3. Legal Basis for Processing Personal Data

• Consent
• Legal Obligation
• Contractual Necessity
• Legitimate Interest

4. How We Share Your Information

We only share your information when necessary and in compliance with applicable laws.

a) Third-Party Service Providers

b) Government and Regulatory Authorities

c) Business Transfers

d) Legal Requirements

5. Data Security Measures

• SSL Encryption
• Access Control
• Data Backup
• Firewall Protection
• Regular Security Audits

6. Data Retention Policy

We retain your personal information for at least 7 years following the end of the tax year, as required by CRA.

7. Your Rights Under Canadian Privacy Law

• Access
• Correction
• Withdraw Consent
• Deletion
• Data Portability
• File a Complaint

8. International Data Transfers

Some third-party service providers may be located outside Canada, but we ensure data protection compliance.

9. Use of Cookies and Tracking Technologies

Our website uses cookies to enhance user experience. You can adjust browser settings to refuse cookies.

10. Third-Party Links

We are not responsible for the privacy practices of external sites linked on our website.

11. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time.

12. Contact Information

Canadian Accounting And Tax

1248 Bloor St W, Toronto, ON M6H 1N5

Email: [email protected]

Phone: +1 (416) 536-0259