Privacy Policy

Last updated: April 9, 2026

Ontario Tax Team ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

1. Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you contact us, request a consultation, or engage our services, including:

• Full name and contact information (email address, phone number, mailing address)
• Social Insurance Number (SIN) and other tax-related identifiers
• Financial information such as income, expenses, and banking details
• Business information including business name, registration numbers, and financial records
• Employment information

Automatically Collected Information

When you visit our website, we may automatically collect certain information, including:

• IP address and browser type
• Device information and operating system
• Pages visited, time spent on pages, and referring URLs
• Cookies and similar tracking technologies

2. How We Use Your Information

We use the information we collect for the following purposes:

• To provide bookkeeping, tax preparation, accounting, and related professional services
• To communicate with you about your account, services, and inquiries
• To prepare and file tax returns and other regulatory documents on your behalf
• To comply with legal and regulatory obligations
• To improve our website, services, and client experience
• To send periodic emails regarding your account or services you have engaged
• To process payments and maintain financial records

3. Third-Party Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• Government Authorities: When required to file tax returns or respond to legal requests from the Canada Revenue Agency (CRA) or other governmental bodies
• Service Providers: With trusted third-party service providers who assist us in operating our business (e.g., cloud accounting software, secure document storage), subject to confidentiality agreements
• Legal Requirements: When required by law, court order, or governmental regulation
• Professional Advisors: With your consent, to other professionals such as lawyers or financial advisors involved in your affairs

4. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your browsing experience. Cookies are small data files stored on your device. We use:

• Essential Cookies: Required for the website to function properly
• Analytics Cookies: Help us understand how visitors interact with our website (e.g., Google Analytics)
• Marketing Cookies: Used to deliver relevant advertisements and measure campaign effectiveness

You can control cookies through your browser settings. Disabling cookies may affect certain website functionality.

5. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, comply with our legal obligations, resolve disputes, and enforce our agreements. Tax records and supporting documents are retained for a minimum of seven (7) years in accordance with CRA requirements and professional standards. After the retention period, personal information is securely destroyed or anonymized.

6. Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include encrypted data transmission, secure cloud storage, restricted access controls, and regular security audits. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

7. Your Rights Under PIPEDA

Under Canada's Personal Information Protection and Electronic Documents Act (PIPEDA), you have the right to:

• Access your personal information held by us
• Request corrections to inaccurate or incomplete personal information
• Withdraw consent for the collection, use, or disclosure of your personal information (subject to legal and contractual limitations)
• File a complaint with the Office of the Privacy Commissioner of Canada if you believe your privacy rights have been violated

To exercise any of these rights, please contact us using the information provided below.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policies of any third-party sites you visit.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last updated" date. We encourage you to review this policy periodically.

10. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us: