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Client Portal

Terms and Conditions

1. Introduction and Acceptance of Terms

Welcome to Taxes @ Joy (“we”, “us”, “our”). These Terms and Conditions (“Terms”) govern your use of our website, https://taxesatjoy.ca, our client portal, and the accounting, bookkeeping, tax preparation, payroll, and advisory services we provide.

By accessing our website or using our services, you agree to be bound by these Terms and our Privacy Policy. If you do not agree, please do not use our website or services.

2. About Our Services

Taxes @ Joy provides services to individuals, self-employed professionals, and small and growing businesses, including:

  • Accounting and financial reporting
  • Bookkeeping services
  • Corporate and business tax preparation (including T2 filing)
  • Personal tax preparation
  • Payroll services
  • Tax planning and advisory
  • Business registration support
  • CRA and audit assistance

The specific scope, deliverables, and fees for your engagement will be confirmed with you before work begins, whether through a service package, quote, or engagement letter. If there is a conflict between these Terms and a signed engagement letter, the engagement letter will prevail.

3. Website Use

You agree to use our website only for lawful purposes. You must not:

  • Use the website in a way that violates any applicable law or regulation
  • Attempt to gain unauthorized access to our website, servers, client portal, or other users’ information
  • Introduce viruses, malware, or other harmful code
  • Copy, scrape, or reproduce website content for commercial purposes without our written permission
  • Submit false, misleading, or fraudulent information

4. Informational Content Disclaimer

Content on our website, including blog posts, videos, podcasts, newsletters, and social media posts, is provided for general informational purposes only. It is not personalized tax, legal, or financial advice. Tax laws and CRA policies change frequently, and your situation may differ from the examples given. Please consult us directly before acting on any general information. Contacting us through the website or receiving general information from us does not, on its own, create a client relationship.

5. Client Responsibilities

To receive our services, you agree to:

  • Provide complete, accurate, and timely information and documents, including income slips, receipts, and records
  • Review all returns, reports, and documents before they are filed or finalized, and confirm that they are accurate
  • Respond to our requests within reasonable timeframes so that filing and compliance deadlines can be met
  • Notify us promptly of any changes to your personal or business circumstances, or of any notices received from the CRA or other authorities
  • Keep your original records for the period required by law

We rely on the information you give us and are not required to audit or independently verify it unless we have agreed to do so in writing. You remain responsible for the accuracy of your tax filings, as well as for any resulting taxes, interest, and penalties.

6. Deadlines

We will make reasonable efforts to prepare and file your documents on time. However, we cannot guarantee that filing or payment deadlines will be met if you provide your information late, incomplete, or inaccurately. We are not responsible for penalties or interest that result from missed deadlines caused by delays on your part.

7. Fees and Payment

  • Our fees are set out on our pricing pages, in a written quote, or in an engagement letter, and depend on the complexity of your situation.
  • Additional fees may apply if your work turns out to be more complex than originally described, if you provide additional documents after work has started, or if you request extra services such as responding to CRA reviews, amendments, or audits.
  • Payment is due as stated in your invoice or engagement agreement. We may delay or pause work, or withhold delivery of completed work, until outstanding fees are paid.
  • Late payments may be subject to interest or collection costs, as permitted by law.
  • Applicable taxes, such as GST/HST, will be added where required.

8. Cancellations and Refunds

You may cancel our services by giving us written notice. You will remain responsible for fees for work completed up to the date of cancellation. Because our services involve professional time and effort, fees for work already started or completed are generally non-refundable. Any refund requests will be reviewed case by case, in accordance with your engagement terms and applicable law.

9. Client Portal

We use a secure third-party client portal to share documents and communicate with clients. You are responsible for keeping your login credentials confidential and for all activity under your account. Please notify us immediately if you suspect unauthorized access. We may suspend or terminate portal access if we believe these Terms are being breached or security is at risk.

10. Confidentiality

We treat your personal and financial information as confidential and handle it in accordance with our Privacy Policy and applicable privacy laws. We will not disclose your information to third parties except as described in our Privacy Policy, as authorized by you, or as required by law.

11. Intellectual Property

All content on our website, including text, graphics, logos, videos, and design, is owned by or licensed to Taxes @ Joy and is protected by Canadian and international copyright and trademark laws. You may view and share our content for personal, non-commercial purposes, provided you credit us and do not alter it. Any other use requires our written permission.

12. Third-Party Links and Services

Our website may link to third-party websites and services, such as social media platforms, video channels, and our client portal provider. We do not control and are not responsible for their content, availability, or privacy practices. Your use of those services is at your own risk and subject to their own terms.

13. No Guarantee of Results

We aim to provide accurate, professional services, but we cannot guarantee any particular tax outcome, refund amount, or result of a CRA review, assessment, or audit. Outcomes depend on your circumstances, the information provided, and decisions made by tax authorities.

14. Limitation of Liability

To the fullest extent permitted by law:

  • Our website and general content are provided “as is” and “as available”, without warranties of any kind.
  • Taxes @ Joy, its owners, employees, and contractors will not be liable for any indirect, incidental, special, or consequential damages, including lost profits or lost opportunities, arising from your use of our website or services.
  • Where liability cannot be excluded, our total liability for any claim relating to our services will be limited to the fees you paid to us for the specific service giving rise to the claim.
  • We are not liable for penalties, interest, or losses arising from inaccurate, incomplete, or late information provided by you, or from your failure to follow our advice.

Nothing in these Terms limits liability that cannot be limited under applicable law.

15. Indemnification

You agree to indemnify and hold harmless Taxes @ Joy and its owners, employees, and contractors from any claims, losses, or expenses, including reasonable legal fees, arising from your breach of these Terms, your misuse of our website or services, or false or misleading information you provide.

16. Termination

We may suspend or terminate your access to our website, portal, or services at any time, with or without notice, if you breach these Terms, fail to pay fees, provide false information, or if we are required to do so by law or professional obligations. Sections that by their nature should continue after termination, including those on fees, liability, confidentiality, and intellectual property, will remain in effect.

17. Communications and Newsletter

By providing your email address, you consent to receive communications about your services. If you subscribe to our newsletter, you may unsubscribe at any time using the link in each email or by contacting us. Please note that service-related messages, such as deadline notices and document requests, may still be sent to active clients.

18. Governing Law and Disputes

These Terms are governed by the laws of the Province of Alberta and the federal laws of Canada applicable therein. Any dispute arising from these Terms or our services will be subject to the exclusive jurisdiction of the courts of Alberta, unless otherwise agreed in writing. We encourage you to contact us first so we can try to resolve any concern informally.

19. Changes to These Terms

We may update these Terms from time to time. The updated version will be posted on this page with a new “Last Updated” date. Continued use of our website or services after changes are posted means you accept the revised Terms.

20. Severability

If any part of these Terms is found to be invalid or unenforceable, the remaining provisions will continue in full effect.

21. Contact Us

If you have any questions about these Terms, please contact us:

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