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Client Portal

Privacy Policy

1. Introduction

Taxes @ Joy (“we”, “us”, “our”) provides accounting, bookkeeping, tax preparation, payroll, and financial advisory services to individuals and businesses across Canada. We respect your privacy and are committed to protecting your personal information.

This Privacy Policy explains what information we collect, how we use it, who we share it with, and the choices you have. It applies to our website, https://taxesatjoy.ca, and to the services we provide. By using our website or services, you agree to the practices described here.

2. Information We Collect

Information you give us

  • Contact details such as your name, email address, phone number, and mailing address, which you provide through our contact form, consultation requests, or by phone or email.
  • Newsletter subscription details, such as your email address.
  • Information you share when you ask about or use our services, such as your message and the type of service you need.

Information needed to provide our services
Once you become a client, we may collect the following to prepare your tax returns, maintain your books, or support your business:

  • Social Insurance Number (SIN), date of birth, and Business Number
  • Income, employment, and investment information (T4s, T5s, and similar slips)
  • Business and corporate records, including financial statements, invoices, receipts, bank and payroll records
  • Information about dependents, spouses or partners, rental properties, and deductions or credits
  • Correspondence with the Canada Revenue Agency (CRA) and other authorities

Information collected automatically
When you visit our website, we may automatically collect your IP address, browser type, device information, pages visited, and referring website. We collect this through cookies and similar technologies (see Section 7).

3. How We Use Your Information

We use your information to:

  • Respond to your enquiries and schedule consultations
  • Prepare and file tax returns and provide accounting, bookkeeping, payroll, and advisory services
  • Communicate with you about your files, deadlines, and services
  • Represent or assist you in dealings with the CRA, including reviews and audits, where you have authorized us
  • Send newsletters, tax tips, and updates (only where you have consented, and you can unsubscribe at any time)
  • Operate, secure, and improve our website and services
  • Meet our legal, tax, and professional obligations

4. Consent

We collect, use, and disclose your personal information only with your consent, unless the law permits or requires otherwise. You may withdraw your consent at any time, subject to legal or contractual restrictions and reasonable notice. Withdrawing consent may limit our ability to provide some services. To withdraw consent, contact us using the details in Section 14.

5. Sharing Your Information

We do not sell your personal information. We may share it only in the following cases:

  • With government authorities: such as the CRA and provincial tax agencies, when filing returns or acting on your behalf.
  • With service providers: who help us run our business, such as our secure client portal (TaxDome), accounting and payroll software, email and communication tools, website hosting, and analytics providers. They are permitted to use your information only to provide services to us.
  • For legal reasons: where required by law, a court order, or a regulatory or professional body, or to protect our rights.
  • In a business transfer: if our business is sold, merged, or restructured, in which case your information may be transferred under confidentiality obligations.

6. Client Portal

We use a secure third-party client portal to exchange documents and communicate with clients. Please keep your login credentials confidential and notify us immediately if you suspect unauthorized access. Use of the portal is also subject to the portal provider’s own terms and privacy practices.

7. Cookies and Analytics

Our website uses cookies and similar technologies, including tools such as Google Tag Manager and analytics services, to understand how visitors use the site and to improve their experience. Cookies are small files stored on your device. You can control or delete cookies through your browser settings, though some parts of the site may not work properly if you disable them.

8. Third-Party Links and Social Media

Our website links to third-party sites, including YouTube, Instagram, LinkedIn, Facebook, and others. We are not responsible for the privacy practices or content of these sites. We encourage you to read their privacy policies.

9. Data Storage, Transfers and Security

We use reasonable physical, technical, and administrative safeguards to protect your information against loss, theft, and unauthorized access, use, or disclosure. These include secure portals, access controls, and limiting access to staff who need it.

Some of our service providers may store or process information outside Canada, including in the United States. In those cases, your information may be subject to the laws of that jurisdiction, including access by its courts and authorities. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

10. Retention

We keep personal information only as long as needed for the purposes described in this policy or as required by law. For example, tax and accounting records are generally retained for at least six years, in line with CRA requirements. When information is no longer needed, we securely destroy or anonymize it.

11. Your Rights

Subject to applicable law, you may:

  • Request access to the personal information we hold about you
  • Ask us to correct inaccurate or incomplete information
  • Withdraw your consent to certain uses of your information
  • Unsubscribe from marketing emails at any time using the link in each email or by contacting us
  • Ask questions or make a complaint about how we handle your information

We will respond to requests within a reasonable time and in accordance with applicable law. We may need to verify your identity first. If you are not satisfied with our response, you may contact the Office of the Privacy Commissioner of Canada or the Office of the Information and Privacy Commissioner of Alberta.

12. Children’s Privacy

Our website is not directed at children, and we do not knowingly collect personal information from anyone under 16 without the consent of a parent or guardian. Where we prepare a return for a minor, the information is collected from and with the consent of a parent or legal guardian.

13. Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a new “Last Updated” date. Please review it periodically.

14. Contact Us

If you have questions, requests, or concerns about this Privacy Policy or our handling of your personal information, please contact us:

Taxes @ Joy
10060 Jasper Avenue, Edmonton, AB
Email: support@taxesatjoy.ca
Phone: +1 (306) 313 6989