TaxCap Website Legal Policies
TaxCap Website Legal Policies
Updated on March 16, 2026
Updated on March 16, 2026
PRIVACY POLICY
These TaxCap Website Legal Policies (these “Policies”) govern access to, and use of, the website located at taxcap.ca, together with any related web pages, intake forms, appointment-booking tools, and communications features made available through that website (collectively, the “Website”). By accessing or using the Website, submitting information through the Website, or booking a consultation, you acknowledge that you have read, understood, and agree to be bound by these Policies. If you do not agree to these Policies, you must not access or use the Website. If TaxCap subsequently accepts you as a client pursuant to a separate engagement letter, authorization, consent, or service agreement (a “Separate Agreement”), the Separate Agreement will govern the specific professional services and will prevail to the extent of any inconsistency between the Separate Agreement and these Policies.
These TaxCap Website Legal Policies (these “Policies”) govern access to, and use of, the website located at taxcap.ca, together with any related web pages, intake forms, appointment-booking tools, and communications features made available through that website (collectively, the “Website”). By accessing or using the Website, submitting information through the Website, or booking a consultation, you acknowledge that you have read, understood, and agree to be bound by these Policies. If you do not agree to these Policies, you must not access or use the Website. If TaxCap subsequently accepts you as a client pursuant to a separate engagement letter, authorization, consent, or service agreement (a “Separate Agreement”), the Separate Agreement will govern the specific professional services and will prevail to the extent of any inconsistency between the Separate Agreement and these Policies.
1. Introduction
TaxCap (“TaxCap”, “we”, “us”, or “our”) is committed to protecting the privacy, confidentiality, and security of personal information collected through the Website. TaxCap collects, uses, discloses, retains, and safeguards personal information for legitimate business purposes related to tax preparation, tax consultation, tax filing assistance, client intake, appointment scheduling, responding to inquiries, Website administration, and legal or regulatory compliance.
TaxCap operates from Ontario and may serve individuals across Canada. Given that the Website may collect preliminary financial and tax-related information, TaxCap seeks to implement safeguards appropriate to the sensitivity of the information involved.
TaxCap (“TaxCap”, “we”, “us”, or “our”) is committed to protecting the privacy, confidentiality, and security of personal information collected through the Website. TaxCap collects, uses, discloses, retains, and safeguards personal information for legitimate business purposes related to tax preparation, tax consultation, tax filing assistance, client intake, appointment scheduling, responding to inquiries, Website administration, and legal or regulatory compliance.
TaxCap operates from Ontario and may serve individuals across Canada. Given that the Website may collect preliminary financial and tax-related information, TaxCap seeks to implement safeguards appropriate to the sensitivity of the information involved.
2. Scope of Policy
This Privacy Policy applies to:
(a) Visitors to the Website
(b) Individuals who submit contact, quote, or intake forms
(c) Individuals who book consultations or request appointments
(d) Individuals who otherwise communicate with TaxCap through the Website.
This Privacy Policy applies to:
(a) Visitors to the Website
(b) Individuals who submit contact, quote, or intake forms
(c) Individuals who book consultations or request appointments
(d) Individuals who otherwise communicate with TaxCap through the Website
This Privacy Policy applies to:
(a) Visitors to the Website
(b) Individuals who submit contact, quote, or intake forms
(c) Individuals who book consultations or request appointments
(d) Individuals who otherwise communicate with TaxCap through the Website.
3. Information We Collect
(a) Personal and Appointment Information
TaxCap may collect personal and appointment-related information, including:
(i) Name
(ii) Email address
(iii) Phone number
(iv) Appointment date and time preferences
(v) Consultation preferences
(vi) Other information you choose to provide in connection with a request for contact or scheduling.
(b) Tax Intake Information
TaxCap may collect preliminary tax situation and financial intake information, including, by way of example:
(i) Number of T4 slips
(ii) Employment status
(iii) Self-employment income indicators
(iv) Rental income indicators
(v) Investment income indicators
(vi) Capital gains indicators
(vii) Student status
(viii) Dependants
(ix) Marital or household indicators relevant to tax preparation
(x) Other tax-relevant financial indicators voluntarily provided by you.
This information is collected solely for preliminary tax assessment, to determine whether TaxCap may be able to assist you, to estimate the scope and complexity of potential services, and to prepare for a consultation.
Unless TaxCap expressly requests documents or sensitive identifiers through a designated secure channel, this intake information is not intended to include full tax filing documentation. You should not submit through general Website forms any Social Insurance Number, government-issued identification, CRA login credentials, banking information, full tax slips, notices of assessment, supporting source documents, or other highly sensitive documentation, unless and until TaxCap specifically instructs you to do so through an approved secure method.
(c) Technical Data
TaxCap may automatically collect technical and usage information, including:
(i) IP address
(ii) Browser type and version
(iii) Device type and operating system
(iv) Date, time, and duration of visits
(v) Referring pages and pages viewed
(vi) Clickstream or navigation activity
(vii) Cookies and similar technologies
(viii) Analytics information.
(a) Personal and Appointment Information
TaxCap may collect personal and appointment-related information, including:
(i) Name
(ii) Email address
(iii) Phone number
(iv) Appointment date and time preferences
(v) Consultation preferences
(vi) Other information you choose to provide in connection with a request for contact or scheduling
(b) Tax Intake Information
TaxCap may collect preliminary tax situation and financial intake information, including, by way of example:
(i) Number of T4 slips
(ii) Employment status
(iii) Self-employment income indicators
(iv) Rental income indicators
(v) Investment income indicators
(vi) Capital gains indicators
(vii) Student status
(viii) Dependants
(ix) Marital or household indicators relevant to tax preparation
(x) Other tax-relevant financial indicators voluntarily provided by you
This information is collected solely for preliminary tax assessment, to determine whether TaxCap may be able to assist you, to estimate the scope and complexity of potential services, and to prepare for a consultation.
Unless TaxCap expressly requests documents or sensitive identifiers through a designated secure channel, this intake information is not intended to include full tax filing documentation. You should not submit through general Website forms any Social Insurance Number, government-issued identification, CRA login credentials, banking information, full tax slips, notices of assessment, supporting source documents, or other highly sensitive documentation, unless and until TaxCap specifically instructs you to do so through an approved secure method.
(c) Technical Data
TaxCap may automatically collect technical and usage information, including:
(i) IP address
(ii) Browser type and version
(iii) Device type and operating system
(iv) Date, time, and duration of visits
(v) Referring pages and pages viewed
(vi) Clickstream or navigation activity
(vii) Cookies and similar technologies
(viii) Analytics information
(a) Personal and Appointment Information
TaxCap may collect personal and appointment-related information, including:
(i) Name
(ii) Email address
(iii) Phone number
(iv) Appointment date and time preferences
(v) Consultation preferences
(vi) Other information you choose to provide in connection with a request for contact or scheduling.
(b) Tax Intake Information
TaxCap may collect preliminary tax situation and financial intake information, including, by way of example:
(i) Number of T4 slips
(ii) Employment status
(iii) Self-employment income indicators
(iv) Rental income indicators
(v) Investment income indicators
(vi) Capital gains indicators
(vii) Student status
(viii) Dependants
(ix) Marital or household indicators relevant to tax preparation
(x) Other tax-relevant financial indicators voluntarily provided by you.
This information is collected solely for preliminary tax assessment, to determine whether TaxCap may be able to assist you, to estimate the scope and complexity of potential services, and to prepare for a consultation.
Unless TaxCap expressly requests documents or sensitive identifiers through a designated secure channel, this intake information is not intended to include full tax filing documentation. You should not submit through general Website forms any Social Insurance Number, government-issued identification, CRA login credentials, banking information, full tax slips, notices of assessment, supporting source documents, or other highly sensitive documentation, unless and until TaxCap specifically instructs you to do so through an approved secure method.
(c) Technical Data
TaxCap may automatically collect technical and usage information, including:
(i) IP address
(ii) Browser type and version
(iii) Device type and operating system
(iv) Date, time, and duration of visits
(v) Referring pages and pages viewed
(vi) Clickstream or navigation activity
(vii) Cookies and similar technologies
(viii) Analytics information.
4. How We Collect Information
TaxCap may collect information:
(a) Directly from you when you complete forms, request a quote, submit intake details, book an appointment, or contact TaxCap.
(b) From communications you send to TaxCap, including follow-up email correspondence and other contact channels made available through the Website
(c) Automatically through cookies, analytics tools, server logs, and similar technologies
(d) From third-party tools used to operate the Website, host forms, manage appointments, deliver communications, or support analytics and security.
TaxCap may collect information:
(a) Directly from you when you complete forms, request a quote, submit intake details, book an appointment, or contact TaxCap.
(b) From communications you send to TaxCap, including follow-up email correspondence and other contact channels made available through the Website
(c) Automatically through cookies, analytics tools, server logs, and similar technologies
(d) From third-party tools used to operate the Website, host forms, manage appointments, deliver communications, or support analytics and security
TaxCap may collect information:
(a) Directly from you when you complete forms, request a quote, submit intake details, book an appointment, or contact TaxCap.
(b) From communications you send to TaxCap, including follow-up email correspondence and other contact channels made available through the Website
(c) Automatically through cookies, analytics tools, server logs, and similar technologies
(d) From third-party tools used to operate the Website, host forms, manage appointments, deliver communications, or support analytics and security.
5. Purposes of Data Collection and Use
TaxCap may collect, use, and process personal information for the following purposes:
(a) To respond to inquiries and provide requested information
(b) To schedule, confirm, modify, or administer consultations or appointments
(c) To understand your tax situation at a preliminary level
(d) To assess whether TaxCap may be able to provide services to you
(e) To prepare for tax consultations and client intake
(f) To communicate with you regarding your request, appointment, or potential services
(g) To maintain business records and internal administration
(h) To improve Website functionality, usability, security, and performance
(i) To detect, prevent, investigate, or address fraud, abuse, unauthorized access, or other security issues
(j) To enforce these Policies and protect TaxCap’s legal rights
(k) To comply with legal, regulatory, audit, insurance, and professional obligations
(l) Where permitted by law, to send service-related updates, promotions, or other electronic communications.
TaxCap does not collect personal information through the Website for purposes unrelated to those identified above, unless permitted or required by law, or unless additional consent is obtained.
TaxCap may collect, use, and process personal information for the following purposes:
(a) To respond to inquiries and provide requested information
(b) To schedule, confirm, modify, or administer consultations or appointments
(c) To understand your tax situation at a preliminary level
(d) To assess whether TaxCap may be able to provide services to you
(e) To prepare for tax consultations and client intake
(f) To communicate with you regarding your request, appointment, or potential services
(g) To maintain business records and internal administration
(h) To improve Website functionality, usability, security, and performance
(i) To detect, prevent, investigate, or address fraud, abuse, unauthorized access, or other security issues
(j) To enforce these Policies and protect TaxCap’s legal rights
(k) To comply with legal, regulatory, audit, insurance, and professional obligations
(l) Where permitted by law, to send service-related updates, promotions, or other electronic communications
TaxCap does not collect personal information through the Website for purposes unrelated to those identified above, unless permitted or required by law, or unless additional consent is obtained.
TaxCap may collect, use, and process personal information for the following purposes:
(a) To respond to inquiries and provide requested information
(b) To schedule, confirm, modify, or administer consultations or appointments
(c) To understand your tax situation at a preliminary level
(d) To assess whether TaxCap may be able to provide services to you
(e) To prepare for tax consultations and client intake
(f) To communicate with you regarding your request, appointment, or potential services
(g) To maintain business records and internal administration
(h) To improve Website functionality, usability, security, and performance
(i) To detect, prevent, investigate, or address fraud, abuse, unauthorized access, or other security issues
(j) To enforce these Policies and protect TaxCap’s legal rights
(k) To comply with legal, regulatory, audit, insurance, and professional obligations
(l) Where permitted by law, to send service-related updates, promotions, or other electronic communications.
TaxCap does not collect personal information through the Website for purposes unrelated to those identified above, unless permitted or required by law, or unless additional consent is obtained.
6. Consent and Electronic Communications
By voluntarily submitting information through the Website, communicating with TaxCap, or booking an appointment, you consent to TaxCap’s collection, use, and disclosure of your personal information for the purposes identified in these Policies.
Where a purpose is not obvious, is not reasonably necessary to provide the requested service, or involves a material change in how information is used or disclosed, TaxCap may seek additional or express consent where appropriate.
You may withdraw your consent at any time, subject to legal or contractual restrictions and reasonable notice. Withdrawal of consent may limit TaxCap’s ability to respond to your inquiry, schedule a consultation, assess your request, or provide services.
Where TaxCap sends commercial electronic messages, TaxCap intends to do so in accordance with applicable law, including by obtaining any consent required by law and providing unsubscribe functionality where legally required.
By voluntarily submitting information through the Website, communicating with TaxCap, or booking an appointment, you consent to TaxCap’s collection, use, and disclosure of your personal information for the purposes identified in these Policies.
Where a purpose is not obvious, is not reasonably necessary to provide the requested service, or involves a material change in how information is used or disclosed, TaxCap may seek additional or express consent where appropriate.
You may withdraw your consent at any time, subject to legal or contractual restrictions and reasonable notice. Withdrawal of consent may limit TaxCap’s ability to respond to your inquiry, schedule a consultation, assess your request, or provide services.
Where TaxCap sends commercial electronic messages, TaxCap intends to do so in accordance with applicable law, including by obtaining any consent required by law and providing unsubscribe functionality where legally required.
7. Data Sharing and Disclosure
TaxCap does not sell or rent personal information.
TaxCap may disclose personal information only where lawful and reasonably necessary, including:
(a) To employees, contractors, or internal personnel who require the information to perform their duties
(b) To authorized service providers and technology vendors that assist with Website hosting, appointment scheduling, cloud storage, cybersecurity, analytics, document handling, communications, or related operational support
(c) To professional advisors, auditors, insurers, or legal counsel where reasonably necessary for business or legal purposes
(d) To courts, regulators, law enforcement authorities, tax authorities, or other governmental bodies where required or permitted by application law
(e) In connection with an actual or proposed merger, financing, acquisition, asset sale, corporate reorganization, or similar transaction, subject to lawful handling and appropriate confidentiality protections.
TaxCap may also disclose information where necessary to establish, exercise, or defend legal claims, investigate wrongdoing, protect the safety or rights of individuals, or protect the integrity and security of the Website or TaxCap’s operations.
TaxCap does not sell or rent personal information.
TaxCap may disclose personal information only where lawful and reasonably necessary, including:
(a) To employees, contractors, or internal personnel who require the information to perform their duties
(b) To authorized service providers and technology vendors that assist with Website hosting, appointment scheduling, cloud storage, cybersecurity, analytics, document handling, communications, or related operational support
(c) To professional advisors, auditors, insurers, or legal counsel where reasonably necessary for business or legal purposes
(d) To courts, regulators, law enforcement authorities, tax authorities, or other governmental bodies where required or permitted by application law
(e) In connection with an actual or proposed merger, financing, acquisition, asset sale, corporate reorganization, or similar transaction, subject to lawful handling and appropriate confidentiality protections
TaxCap may also disclose information where necessary to establish, exercise, or defend legal claims, investigate wrongdoing, protect the safety or rights of individuals, or protect the integrity and security of the Website or TaxCap’s operations.
TaxCap does not sell or rent personal information.
TaxCap may disclose personal information only where lawful and reasonably necessary, including:
(a) To employees, contractors, or internal personnel who require the information to perform their duties
(b) To authorized service providers and technology vendors that assist with Website hosting, appointment scheduling, cloud storage, cybersecurity, analytics, document handling, communications, or related operational support
(c) To professional advisors, auditors, insurers, or legal counsel where reasonably necessary for business or legal purposes
(d) To courts, regulators, law enforcement authorities, tax authorities, or other governmental bodies where required or permitted by application law
(e) In connection with an actual or proposed merger, financing, acquisition, asset sale, corporate reorganization, or similar transaction, subject to lawful handling and appropriate confidentiality protections.
TaxCap may also disclose information where necessary to establish, exercise, or defend legal claims, investigate wrongdoing, protect the safety or rights of individuals, or protect the integrity and security of the Website or TaxCap’s operations.
8. Service Providers and Cross-Border Processing
TaxCap may use third-party service providers to process, host, store, or otherwise support personal information on TaxCap’s behalf. Such service providers may be located inside or outside your province or territory and, in some cases, outside Canada.
Where personal information is processed in another jurisdiction, it may be subject to the laws of that jurisdiction and may be accessible to courts, law enforcement, regulatory bodies, or national security authorities in accordance with applicable law.
TaxCap remains responsible for personal information under its control and will use contractual and other reasonable measures to require service providers to protect such information in a manner appropriate to its sensitivity and consistent with applicable legal requirements.
TaxCap may use third-party service providers to process, host, store, or otherwise support personal information on TaxCap’s behalf. Such service providers may be located inside or outside your province or territory and, in some cases, outside Canada.
Where personal information is processed in another jurisdiction, it may be subject to the laws of that jurisdiction and may be accessible to courts, law enforcement, regulatory bodies, or national security authorities in accordance with applicable law.
TaxCap remains responsible for personal information under its control and will use contractual and other reasonable measures to require service providers to protect such information in a manner appropriate to its sensitivity and consistent with applicable legal requirements.
9. Data Security, Safeguards, and Breach Response
TaxCap uses administrative, technical, and physical safeguards designed to protect personal information against loss, theft, unauthorized access, misuse, alteration, or disclosure. Depending on the circumstances, such measures may include restricted access controls, role-based permissions, vendor due diligence, secure storage, secure transmission methods where available, and internal procedures for handling sensitive information.
However, no method of transmission over the internet, no ordinary email channel, and no electronic storage system is completely secure. Accordingly, TaxCap cannot guarantee absolute security, uninterrupted confidentiality, or immunity from cyber threats, interception, or unauthorized access.
If TaxCap becomes aware of a breach of security safeguards affecting personal information, TaxCap may investigate, take steps to contain and mitigate the issue, keep records as required by law, and notify affected individuals, regulators, or other parties where required by applicable law.
TaxCap uses administrative, technical, and physical safeguards designed to protect personal information against loss, theft, unauthorized access, misuse, alteration, or disclosure. Depending on the circumstances, such measures may include restricted access controls, role-based permissions, vendor due diligence, secure storage, secure transmission methods where available, and internal procedures for handling sensitive information.
However, no method of transmission over the internet, no ordinary email channel, and no electronic storage system is completely secure. Accordingly, TaxCap cannot guarantee absolute security, uninterrupted confidentiality, or immunity from cyber threats, interception, or unauthorized access.
If TaxCap becomes aware of a breach of security safeguards affecting personal information, TaxCap may investigate, take steps to contain and mitigate the issue, keep records as required by law, and notify affected individuals, regulators, or other parties where required by applicable law.
10. Data Retention
TaxCap retains personal information only for as long as reasonably necessary to fulfill the purposes for which it was collected, including for:
(a) Responding to inquiries and administering appointments
(b) Determining whether services may be offered
(c) Delivering services if an engagement is accepted
(d) Maintaining business and compliance records
(e) Meeting legal, tax, insurance, audit, or professional obligations
(f) Establishing, exercising, or defending legal rights
Retention periods may vary depending on the nature of the information and whether you become a client. Preliminary Website inquiries and intake submissions that do not lead to an engagement may be retained for a limited period for internal administration, follow-up, fraud prevention, and recordkeeping, and then deleted, anonymized, or securely destroyed when no longer required.
TaxCap retains personal information only for as long as reasonably necessary to fulfill the purposes for which it was collected, including for:
(a) Responding to inquiries and administering appointments
(b) Determining whether services may be offered
(c) Delivering services if an engagement is accepted
(d) Maintaining business and compliance records
(e) Meeting legal, tax, insurance, audit, or professional obligations
(f) Establishing, exercising, or defending legal rights
Retention periods may vary depending on the nature of the information and whether you become a client. Preliminary Website inquiries and intake submissions that do not lead to an engagement may be retained for a limited period for internal administration, follow-up, fraud prevention, and recordkeeping, and then deleted, anonymized, or securely destroyed when no longer required.
TaxCap retains personal information only for as long as reasonably necessary to fulfill the purposes for which it was collected, including for:
(a) Responding to inquiries and administering appointments
(b) Determining whether services may be offered
(c) Delivering services if an engagement is accepted
(d) Maintaining business and compliance records
(e) Meeting legal, tax, insurance, audit, or professional obligations
(f) Establishing, exercising, or defending legal rights
Retention periods may vary depending on the nature of the information and whether you become a client. Preliminary Website inquiries and intake submissions that do not lead to an engagement may be retained for a limited period for internal administration, follow-up, fraud prevention, and recordkeeping, and then deleted, anonymized, or securely destroyed when no longer required.
11. Your Privacy Rights
Subject to applicable law, you may have the right to:
(a) Request access to personal information TaxCap holds about you
(b) Request correction of inaccurate or incomplete personal information
(c) Withdraw consent to certain uses or disclosures, where consent is the basis for processing
(d) Ask questions about TaxCap’s privacy practices
(e) Raise a complaint about TaxCap’s handling of personal information.
TaxCap may take reasonable steps to verify identity before responding to a request. TaxCap may decline, limit, or defer a request to the extent permitted by law, including where disclosure would reveal another person’s information, compromise legal privilege, interfere with an investigation, or conflict with legal obligations.
Subject to applicable law, you may have the right to:
(a) Request access to personal information TaxCap holds about you
(b) Request correction of inaccurate or incomplete personal information
(c) Withdraw consent to certain uses or disclosures, where consent is the basis for processing
(d) Ask questions about TaxCap’s privacy practices
(e) Raise a complaint about TaxCap’s handling of personal information
TaxCap may take reasonable steps to verify identity before responding to a request. TaxCap may decline, limit, or defer a request to the extent permitted by law, including where disclosure would reveal another person’s information, compromise legal privilege, interfere with an investigation, or conflict with legal obligations.
Subject to applicable law, you may have the right to:
(a) Request access to personal information TaxCap holds about you
(b) Request correction of inaccurate or incomplete personal information
(c) Withdraw consent to certain uses or disclosures, where consent is the basis for processing
(d) Ask questions about TaxCap’s privacy practices
(e) Raise a complaint about TaxCap’s handling of personal information.
TaxCap may take reasonable steps to verify identity before responding to a request. TaxCap may decline, limit, or defer a request to the extent permitted by law, including where disclosure would reveal another person’s information, compromise legal privilege, interfere with an investigation, or conflict with legal obligations.
12. Children’s Privacy
The Website and TaxCap’s online services are not directed to individuals under 18 years of age acting on their own behalf.
Where information relating to a minor or dependant is submitted in connection with a parent’s, guardian’s, or authorized person’s tax matter, the person submitting the information represents that they have the lawful authority and any necessary consents to do so.
The Website and TaxCap’s online services are not directed to individuals under 18 years of age acting on their own behalf.
Where information relating to a minor or dependant is submitted in connection with a parent’s, guardian’s, or authorized person’s tax matter, the person submitting the information represents that they have the lawful authority and any necessary consents to do so.
13. Policy Updates
TaxCap may revise this Privacy Policy from time to time. Updated versions will be posted on the Website with a revised effective date. To the extent permitted by law, your continued use of the Website after any update constitutes acceptance of the updated Privacy Policy.
TaxCap may revise this Privacy Policy from time to time. Updated versions will be posted on the Website with a revised effective date. To the extent permitted by law, your continued use of the Website after any update constitutes acceptance of the updated Privacy Policy.
14. Contact Information
TaxCap
Website: taxcap.ca
Email: contact@taxcap.ca (placeholder)
Attention: Privacy Officer