Privacy Policy

Tax Filings Canada is committed to protecting the privacy and security of your personal and business financial information. This policy explains what we collect, why, how it is protected, how long it is kept and the choices you have. It is written to meet the Personal Information Protection and Electronic Documents Act (PIPEDA), the federal privacy law that applies to a Canadian accounting practice, and it applies to this website and to every tax, bookkeeping and payroll engagement we take on.

Last updated: 20 September 2026.

Who is accountable

Tax Filings Canada, 381 Front St W, Toronto, ON M5V 3R8, is responsible for the personal information under its control. Our privacy officer can be reached at contact@taxfilings.ca or +1 (416) 619-0068 for any question, access request or complaint about this policy.

What we collect

To prepare and file a return we collect only what the work requires: your name, address and contact details; your social insurance number (SIN) or business number, because the Canada Revenue Agency (CRA) identifies every filing by it; date of birth and marital and dependant details where a personal return needs them; income slips, receipts, bank and credit-card statements, financial statements, payroll records and prior-year returns; and, for a business, its incorporation documents and CRA account details. We obtain this information directly from you, or from your CRA account once you have authorised us as your representative through CRA Represent a Client.

When you visit this website we also receive the technical information any web server receives (IP address, browser and device type, pages viewed), and whatever you choose to type into a quote request, a contact form or the chat window.

Why we collect it, and consent

We use your information to prepare, review and file your returns and remittances with the CRA and the provincial agencies; to keep your books and run your payroll where you have engaged us for that; to answer CRA reviews and correspondence on your behalf; to quote and invoice our fixed fees; and to respond to a request you have made through this site. By engaging us, or by submitting a form on this site, you consent to those uses. We do not use client tax data for marketing, and we never sell, lease or trade personal information to anyone.

Who we share it with

Your information is shared only where the work requires it: with the CRA and provincial tax authorities when a return or remittance is filed; with the secure document-exchange, accounting and electronic-signature software we use to receive your documents and obtain your approval, each under contractual confidentiality terms; and where a law, court order or regulator requires disclosure. Some of those service providers store data outside Canada, where it may be subject to the laws of that jurisdiction; we choose providers that protect it to a standard equivalent to our own.

Cookies, analytics and chat

This site uses Google Analytics 4 to measure which pages are read and how visitors arrive, so we can improve the guidance we publish. Google Analytics sets cookies and processes your IP address; we use it for measurement, not for advertising. Our quote form and the chat window in the corner of the page are provided by Zoho, which sets its own functional cookies so that a conversation or a partially completed form is not lost. Nothing you type into the chat is used for anything other than answering you. You can block or clear cookies in your browser; every page of this site works without them. Google also offers a browser add-on that opts you out of Google Analytics everywhere.

Marketing messages

We send commercial electronic messages, such as a newsletter or a deadline reminder, only with your consent, as Canada's anti-spam legislation (CASL) requires, and every such message carries a working unsubscribe link. Withdrawing that consent does not affect the messages we must send about an engagement in progress.

Children and links to other sites

This site and our services are for adults and businesses; we do not knowingly collect personal information from anyone under 18 except as part of a return their parent or guardian has engaged us to prepare. Links to other sites, including the CRA's, are provided for convenience; their privacy practices are their own.

How we protect it

Documents move between us through encrypted (HTTPS) connections and password-protected client software, never as plain email attachments where we can avoid it. Access inside the firm is limited to the people working on your file. Our staff are bound by confidentiality obligations. If a breach of security ever creates a real risk of significant harm to you, we will notify you and report it to the Office of the Privacy Commissioner of Canada, as PIPEDA requires.

How long we keep it

The Income Tax Act requires books, records and supporting documents to be kept for six years from the end of the last tax year they relate to, and we keep the working files behind every return we prepare for at least that period so that a CRA review can be answered from them. After that we securely destroy or permanently anonymise them, unless you ask us to keep them longer or a review, objection or appeal is still open. Website analytics data is retained for the retention period configured in Google Analytics and then deleted by Google.

Your rights

You may ask to see the personal information we hold about you, ask us to correct it, and withdraw your consent to further use of it, subject to the record-keeping obligations above. Write to our privacy officer at the address at the top of this policy; we will respond within 30 days. If you are not satisfied with our answer you may complain to the Office of the Privacy Commissioner of Canada.

Changes to this policy

When we change this policy the date at the top is updated. A change that materially affects how your information is used will be sent to current clients directly.

Questions about how we handle your information? Contact us or call our 24/7 helpline +1 (416) 619-0068 — a free 15-minute consultation is available for businesses.