Privacy Policy

Last updated: November 20, 2025

Effective date: November 20, 2025

Introduction

Welcome to TaxEase Canada ("we," "our," or "us"). We are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website and services.

TaxEase Canada is an AI-powered tax education and simplification portal for Canadians. We provide interactive learning, AI-driven guidance, tax calculators, and educational resources. We are not a tax filing service and do not provide professional tax advice.

By using TaxEase Canada, you agree to the collection and use of information in accordance with this policy.

Information We Collect

1. Personal Information You Provide

When you create an account or use our services, we collect:

  • Account Information: Email address, password (encrypted), name
  • Profile Information: Optional profile details you choose to provide
  • Payment Information: Billing details processed securely through Stripe (we do not store credit card numbers)
  • Communication Data: Messages you send to our support team

2. Information Automatically Collected

When you use TaxEase Canada, we automatically collect:

  • Usage Data: AI chatbot queries, calculator inputs, saved scenarios, page views
  • Device Information: IP address, browser type, operating system, device identifiers
  • Analytics Data: Session duration, feature usage, click patterns (via PostHog)
  • Cookies: Authentication tokens, preferences, analytics cookies

3. Tax-Related Information

When you use our calculators and AI chatbot:

  • Calculator Inputs: Income, age, contribution amounts, investment returns (saved scenarios only)
  • AI Queries: Tax questions you ask our AI chatbot
  • Feedback: Thumbs up/down ratings on AI responses

Important: We do not collect or store your Social Insurance Number (SIN), tax return data, or any information that could be used to file your taxes. TaxEase Canada is an educational tool, not a tax filing service.

How We Use Your Information

We use your information to:

  • Provide Services: Deliver AI chatbot responses, calculator results, and educational content
  • Account Management: Create and manage your account, process payments, handle subscriptions
  • Improve Quality: Monitor AI accuracy, review flagged responses, improve our algorithms
  • Communication: Send transactional emails (welcome, trial reminders, payment confirmations)
  • Analytics: Understand usage patterns, measure feature adoption, optimize user experience
  • Security: Detect fraud, prevent abuse, protect against security threats
  • Legal Compliance: Comply with applicable laws and regulations
How We Share Your Information

We do not sell your personal information. We may share your information with:

  • Service Providers: Supabase (database), OpenAI (AI processing), Stripe (payments), SendGrid (emails), PostHog (analytics), Vercel (hosting)
  • Legal Requirements: When required by law, court order, or government request
  • Business Transfers: In connection with a merger, acquisition, or sale of assets
  • With Your Consent: When you explicitly authorize us to share your information

Third-Party Services: Our service providers are contractually obligated to protect your data and use it only for the purposes we specify.

Data Security

We implement industry-standard security measures to protect your information:

  • Encryption: All data is encrypted in transit (HTTPS/TLS) and at rest
  • Authentication: Secure password hashing, session management, and access controls
  • Infrastructure: Hosted on secure cloud platforms (Vercel, Supabase) with SOC 2 compliance
  • Monitoring: Continuous security monitoring and logging
  • Access Control: Limited employee access to personal data on a need-to-know basis

No Guarantee: While we strive to protect your information, no method of transmission over the internet is 100% secure. Use TaxEase Canada at your own risk.

Data Retention

We retain your information for as long as necessary to provide our services:

  • Account Data: Retained while your account is active
  • AI Queries: Retained for quality monitoring and improvement (anonymized after 1 year)
  • Payment Records: Retained for 7 years for tax and accounting purposes
  • Analytics Data: Retained for 2 years

You can request deletion of your account and personal data at any time by contacting privacy@taxeasecanada.com

Your Privacy Rights

You have the following rights regarding your personal information:

  • Access: Request a copy of your personal data
  • Correction: Update or correct inaccurate information
  • Deletion: Request deletion of your account and data
  • Portability: Export your data in a machine-readable format
  • Opt-Out: Unsubscribe from marketing emails (transactional emails cannot be disabled)
  • Withdraw Consent: Withdraw consent for data processing (may limit service availability)

To exercise these rights, contact us at privacy@taxeasecanada.com

Cookies and Tracking

We use cookies and similar tracking technologies:

  • Essential Cookies: Required for authentication and security (cannot be disabled)
  • Analytics Cookies: PostHog analytics to understand usage patterns
  • Preference Cookies: Remember your settings and preferences

You can control cookies through your browser settings, but disabling essential cookies may prevent you from using TaxEase Canada.

Children's Privacy

TaxEase Canada is not intended for children under 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by email or through a notice on our website. Your continued use of TaxEase Canada after changes constitutes acceptance of the updated policy.

Contact Us

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