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Privacy Policy

Last Updated: October 24, 2024

1. Who We Are & Data Control

TaxeriPath is operated as a Canadian corporate business with offices located at 822 Richmond St W, Toronto, ON M6J 1C9, Canada. We act as Controller of personal data supplied through our intake forms or uploaded into user dashboards.

Business Contact details:
Phone: +1 647 207 7872
Email: [email protected]
Business Identification: BN: 365812544

2. Scope of Policy

This privacy policy applies to all operations of our services, including our primary domain, communication channels, and secure dashboards. It outlines how we collect, store, and process personal and financial data according to Canadian regulatory standards.

3. Data We Collect

We collect information through three primary channels:

  • Information Provided Directly: Data entered into our contact and registration forms, including your full name, email address, phone number, and any uploaded tax documents.
  • Automatically Collected Information: IP address, device specifications, browser type, pages visited, and interaction data collected using local cookies.
  • Third-Party Integrations: Basic analytics and performance signals provided by partners like Google.

4. Purposes of Processing & Legal Grounds

Purpose Data Collected Legal Basis
Account Initialization Name, Email, Phone Performance of Contract
Tax Prep Calculations Uploaded slips, Invoices, Financial values Performance of Contract
Analytical Optimizations Cookies, Session history Informed Consent (Opt-in)
Inquiry Feedback Name, Email, Message block Legitimate Business Pursuit

5. Google Consent Mode v2 & Cookie Handling

We respect the confidentiality of your data. Analytical, advertisement, and tracking signals are set to "denied" by default, and only activate once you select "Accept All" or opt-in through our customization settings.

6. Sharing with Third Parties

We never sell your personal or financial data. We only share information with trusted third parties to support essential business functions, including secure cloud hosting, payment processing, or when required by legal authorities.

7. International Data Storage

To support high availability, your encrypted data may be stored on servers located outside of your home province. We ensure all hosting partners adhere to strict security protocols and standard contractual clauses.

8. Retention of Information

We retain your transactional records as long as your account is active. To comply with Canada Revenue Agency guidelines, financial books and worksheets may be stored for up to six years following a submission cycle.

9. Your Legal Rights

Under the Personal Information Protection and Electronic Documents Act (PIPEDA), you have the right to access, correct, or request the deletion of your personal records. For inquiries, contact our data protection team or file a report with the Office of the Privacy Commissioner of Canada (OPC).

10. Security Controls

We protect your personal and financial information using strict technical safeguards, including SSL encryption in transit, multi-factor authentication, and partitioned database storage.

11. Children's Privacy

We do not knowingly collect or store information from individuals under the age of 14. If you believe we have received data from a minor, please contact us immediately so we can remove the records.

12. Contact Details

If you have any questions or concerns about this privacy policy, please contact our support team at [email protected].

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