Privacy Policy for TaxeriPath

1. Introduction

TaxeriPath (“we”, “our”, “us”) provides digital services for tax declaration and optimization across Canada. This Privacy Policy explains how we collect, use, store, and safeguard your personal information. It also includes GDPR and Cookie Policy provisions and outlines our alignment with Canadian privacy laws (PIPEDA and related provincial regulations).

2. Data Controller and Contact

The data controller is TaxeriPath. For privacy inquiries, contact us at privacy@taxeripath.com.

3. Information We Collect

  • Account Information: name, email address, password, and organization details.
  • Tax Documentation: receipts, forms, records, and financial data uploaded by you for declaration purposes.
  • Usage Data: settings, interaction logs, timestamps, and access preferences.
  • Technical Data: device identifiers, browser type, IP address, and diagnostics.
  • Support Data: communications and attachments shared through our help channels.

4. Purpose and Legal Basis of Processing

  • Contractual Necessity: to deliver, manage, and maintain our services.
  • Legitimate Interest: to improve performance, ensure security, and analyze aggregated usage patterns.
  • Consent: required for certain cookies and analytics functions; you can withdraw it anytime.
  • Legal Obligation: to comply with applicable tax, accounting, and record-keeping laws.

5. How We Use Your Data

  • To provide, personalize, and maintain our tax optimization services.
  • To host, categorize, and generate summaries of your documents.
  • To deliver notifications, reports, and support communications.
  • To protect our systems from misuse or unauthorized access.

6. Data Retention

We retain your information as long as necessary to fulfill service obligations or meet legal requirements. When no longer required, data is securely deleted or anonymized according to internal retention policies.

7. Sharing and Third Parties

  • We may engage trusted service providers for hosting, analytics, or technical support.
  • All vendors operate under confidentiality and data protection agreements.
  • We do not sell personal data or disclose information to unauthorized parties.

8. International Transfers

If your data is processed outside Canada, we apply lawful mechanisms such as Standard Contractual Clauses to ensure equivalent protection standards.

9. Data Security

TaxeriPath applies encryption, access control, and monitoring systems to protect data from unauthorized access or misuse. We continuously review security measures to maintain compliance with privacy regulations.

10. Your Rights

  • Access, correction, or deletion of your personal data.
  • Objection or restriction of certain processing activities.
  • Withdrawal of consent for cookies or analytics tools.
  • Data portability, where applicable under GDPR.
  • Right to lodge a complaint with the Office of the Privacy Commissioner of Canada or your local data protection authority.

11. Cookie Policy

  • Essential Cookies: enable login and secure sessions.
  • Functional Cookies: remember preferences and interface settings.
  • Analytics Cookies: collect aggregated usage data to improve services.

Users may manage or disable cookies through browser settings. Blocking certain cookies may affect platform functionality.

12. Changes to This Policy

We may update this Privacy Policy periodically. Changes will be published with an updated effective date.

13. Contact

For all privacy-related questions or requests, email privacy@taxeripath.com.