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Privacy Policy

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Tax2go Corporation (“Tax2go,” “we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of our clients’ personal information. We collect, use, disclose, and safeguard personal information in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation.

 

This Privacy Policy explains how we handle your information when you use our website, services, and client portal.

 

 

 

 

1. Information We Collect

 

 

We collect only the information necessary to provide tax preparation and related services, including:

 

  • Identification Information: Name, date of birth, address, phone number, email

  • Government Information: Social Insurance Number (SIN), tax identification numbers

  • Financial Information: Income details, bank information, tax slips, receipts

  • Business Information: Corporate and self-employed records, financial statements

  • Technical Information: IP address, browser type, device information, and website usage data

 

 

We collect information directly from you, through secure uploads, forms, emails, or when you communicate with us.

 

 

 

 

2. How We Use Your Information

 

 

Your personal information is used to:

 

  • Prepare and file tax returns and related forms

  • Communicate with you regarding your account and services

  • Verify identity and prevent fraud

  • Meet legal, regulatory, and professional obligations

  • Improve our services and website experience

 

 

We do not sell, rent, or trade your personal information.

 

 

 

 

3. Consent

 

 

By using our services and providing information, you consent to the collection, use, and disclosure of your information as described in this policy. You may withdraw consent at any time, subject to legal and contractual restrictions.

 

 

 

 

4. Disclosure of Information

 

 

We may disclose your information only when necessary:

 

  • To the Canada Revenue Agency (CRA) or other tax authorities for filing purposes

  • To service providers who assist us (e.g., secure hosting, document storage, payment processors), under strict confidentiality agreements

  • When required by law, court order, or regulatory authority

 

 

All third parties are required to protect your information to the same standard we do.

 

 

 

 

5. Data Security

 

 

We take reasonable and appropriate measures to protect your information, including:

 

  • Encrypted client portals and secure upload links

  • Password-protected systems

  • Restricted employee access

  • Secure cloud storage with industry-standard protections

 

 

Despite our best efforts, no system is 100% secure. We continuously update our safeguards to reduce risk.

 

 

 

 

6. Retention of Information

 

 

We retain personal information only as long as necessary to fulfill our services and comply with legal and professional requirements. Tax records may be retained for the period required by law (typically 6–7 years).

 

 

 

 

7. Access and Correction

 

 

You have the right to:

 

  • Request access to your personal information

  • Ask for corrections to inaccurate or incomplete data

  • Inquire about how your information is used

 

 

Requests can be made in writing to the contact below.

 

 

 

 

8. Cookies and Website Data

 

 

Our website may use cookies and similar technologies to enhance user experience and analyze traffic. You may disable cookies in your browser settings, though some features may not function properly.

 

 

 

 

9. Changes to This Policy

 

 

We may update this Privacy Policy from time to time. Changes will be posted on our website with the revised effective date.

 

 

 

 

10. Contact Us

 

 

For questions, concerns, or requests regarding your personal information:

 

Tax2go Corporation

Email: privacy@tax2go.ca

Phone: 1 866 840-2875

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