Privacy Policy

TAXWHIZ PROFESSIONAL SERVICES CORP.
PRIVACY POLICY

Last Updated: Wednesday, January 7, 2026

TaxWhiz Professional Services Corp. (“TaxWhiz”, “we”, “our”, or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website, submit information through our forms, make a payment, or use our tax preparation and advisory services.

By accessing our website or providing us with your personal information, you consent to the practices described in this Privacy Policy.

1. Information We Collect

We collect the following types of information:

A. Personal Information You Provide
This may include:

• Full name
• Email address
• Phone number
• Date of birth
• Mailing address
• Social Insurance Number (SIN)
• Tax documents (T4s, T5s, receipts, financial records, etc.)
• Corporate records
• Payment confirmation details (handled by Stripe; we do not store card numbers)

B. Payment Information
All payment transactions are processed securely through Stripe.
TaxWhiz does not store or have access to your full credit card details.

C. Automatically Collected Information
When you visit our website, we may collect:

• IP address
• Browser type
• Device identifiers
• Usage patterns
• Cookies (if enabled)

This data helps improve website performance and security.

2. How We Use Your Information

We use your information to:

• Prepare and file your tax return(s)
• Provide bookkeeping, payroll, and advisory services
• Contact you regarding your return or service engagement
• Verify your identity
• Improve our website and service offerings
• Comply with CRA/Revenue Québec requirements
• Issue invoices, receipts, and communications
• Maintain accurate internal records
• Meet legal and regulatory obligations

We do not sell or rent your personal information to third parties.

3. How We Share Your Information

We may share your personal information only under the following circumstances:

✔ With your explicit consent
(e.g., authorizing us to communicate with CRA or another party)

✔ With service providers
Such as:

• Stripe (payment processing)
• CCH iFirm or other portals (file exchange)
• Microsoft (e-mails, calendar, etc.)

These providers are contractually required to protect your data.

✔ When required by law

For example:

• CRA requests
• Court orders
• Compliance with federal or provincial regulations

We never share your information for marketing purposes.

4. Data Security

We take the security of your data seriously and implement safeguards including:

• Encrypted data transmission (SSL/TLS)
• Secure client portal for document uploads
• Access controls and authentication
• Secure storage practices
• Limited internal access on a need-to-know basis
• Regular security assessments

Despite these measures, no method of transmission over the Internet is completely secure. We cannot guarantee absolute security.

5. Data Retention

We retain your information only as long as necessary to:

• Provide services
• Comply with CRA and legal obligations
• Maintain records for audit and regulatory purposes

Typically, tax-related records are retained for a minimum of six (6) years, consistent with CRA guidelines.

6. Your Rights

You have the right to:

• Request access to your personal information
• Correct inaccuracies in your information
• Withdraw consent (subject to legal limitations)
• Request deletion of your personal data (where applicable)

To exercise your rights, contact us at: info@taxwhizpro.ca

7. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of those sites.

8. Changes to This Privacy Policy

We may update this policy periodically. The “Last Updated” date reflects the most recent version.

9. Contact Us

If you have questions about this Privacy Policy or our data practices:
TaxWhiz Professional Services Corp.
Email: support@taxwhizpro.ca
Website: www.taxwhizpro.ca