Last updated: October 31, 2026
Our commitment
Taxellence Financial Solutions Inc. ("Taxellence", "we", "us") protects the personal information of our clients and website visitors. This policy explains how we collect, use, disclose, store and safeguard that information in line with the Personal Information Protection and Electronic Documents Act ("PIPEDA").
Taxellence is accountable for all personal information in our possession or control, including information we receive from individual clients and in connection with corporate clients. We have designated a Privacy Officer who is responsible for our compliance with this policy (see "Contact us" below).
What personal information we collect
Personal information is information about an identifiable individual. Depending on the services you request, we may collect:
- Identity and contact details, such as name, address, phone number, email address and date of birth
- Social Insurance Number and government-issued identification
- Tax and financial information, such as tax slips, notices of assessment, income and expense records, bank and credit card statements, and investment information
- Information about your spouse, dependants, or the directors, shareholders and employees of your business, where needed for your filings
- Business information, such as business number, GST/HST number, incorporation documents and bookkeeping records
- Client portal account details, such as login email and login activity
When you give us information about another person, such as a spouse or employee, you confirm that you have the authority to share it with us.
How we collect information and obtain consent
We collect personal information by fair and lawful means, mainly directly from you: when you engage our services, create a client portal account, upload documents, contact us by phone, email or WhatsApp, or book a consultation. With your authorization, we may also obtain information from the Canada Revenue Agency (CRA) or other tax authorities on your behalf.
We obtain your consent before collecting, using or disclosing your personal information, except where the law permits otherwise. Consent may be given verbally, electronically or in writing. By creating a client portal account and submitting documents, you consent to the collection, use and disclosure of your information as described in this policy.
You may withdraw your consent at any time, subject to legal or contractual restrictions and reasonable notice. If you do, we may be unable to continue providing some or all of our services.
How we use your information
We collect only what we reasonably need, and use it to:
- Prepare and file personal and corporate tax returns, GST/HST returns, rebate applications and related filings
- Provide bookkeeping, financial statement, advisory and CRA audit or review support
- Communicate with you about your files, deadlines and accounts
- Set up and secure your client portal account
- Invoice and collect payment for our services
- Meet our legal, regulatory and professional obligations
We will not use your information for a new purpose without first asking for your consent, unless the law requires or permits it.
Who we share your information with
We do not sell, rent or trade your personal information. We share it only as needed to deliver our services or as required by law:
- Tax authorities: the CRA and other federal or provincial authorities, when we file returns, rebates or correspondence on your behalf
- Service providers: trusted third parties who help us operate, such as secure hosting, cloud storage, email, tax and accounting software, and payment processing. They may use your information only to provide services to us and must protect it.
- Others you authorize: such as your bank, lawyer, spouse or business partner, when you ask us to
- Legal requirements: to comply with a court order, subpoena, warrant or a lawful request from a government institution. Where permitted, we will try to notify you.
Storage outside Canada
Our client portal and some of our service providers store information on secure servers located in the United States. While stored outside Canada, your information is subject to the laws of that country and may be accessed by its courts, law enforcement or national security authorities. We choose providers carefully and require them to protect your information with safeguards comparable to our own.
How we protect your information
We use physical, administrative and technical safeguards suited to the sensitivity of the information we hold:
- Documents uploaded to our client portal are sent over encrypted connections and stored in a private, encrypted storage environment that is not publicly accessible
- Every portal login requires a one-time verification code sent to your email
- Access to client information is limited to team members who need it to work on your file
- Our team members are bound by confidentiality obligations
No system is completely secure, so please help protect your account. Keep your email account secure, never share your verification code, and log out on shared devices. Please upload documents through the portal rather than sending them by email.
Taxellence will never ask for your passwords, banking logins or payment by gift card. If you receive a suspicious message claiming to be from us, contact us at admin@taxellence.ca before responding.
How long we keep your information
We generally keep client records, including tax returns and supporting documents, for at least six years after the end of the tax year they relate to, consistent with CRA recordkeeping requirements. We may keep records longer where needed for an ongoing CRA review, audit, objection or legal matter. When records are no longer required, we securely delete or destroy them.
Your rights
- Access: You may request access to the personal information we hold about you. We will normally respond within 30 days.
- Correction: If any of your information is inaccurate or incomplete, let us know and we will correct it. Please tell us about changes that may affect your filings, such as a new address or marital status.
- Breach notification: If a privacy breach involving your information creates a real risk of significant harm, we will notify you and report it to the Office of the Privacy Commissioner of Canada, as required by PIPEDA.
Website and email updates
If you subscribe to our email updates, we use your email address only to send tax deadline reminders and Taxellence news. You can unsubscribe at any time using the link in any email.
Our website may use basic cookies and analytics to function and improve. These do not identify you personally.
Changes to this policy
We may update this policy from time to time. The "Last updated" date at the top shows when it was last revised. Significant changes will be posted on this page.
Contact us
Questions, access requests or privacy concerns can be directed to our Privacy Officer:
Privacy Officer, Taxellence Financial Solutions Inc.
Email: admin@taxellence.ca
Phone: +1 (647) 982-8187
We will investigate and respond to every concern. If you are not satisfied with our response, you may contact the Office of the Privacy Commissioner of Canada.