Privacy Policy

Effective date: July 2, 2026 · Last updated: July 29, 2026

Taxfit Accounting and Consulting Ltd., operating as TaxFit Chartered Professional Accountant (“TaxFit,” “we,” “us,” or “our”), is committed to protecting personal information and maintaining the confidentiality of client information.

This Privacy Policy explains how we collect, use, disclose, store, and protect personal information through:

• taxfit.ca and taxfit.com;
• consultation and contact forms;
• secure file-upload services;
• the TaxFit client portal;
• email, telephone, video meetings, and other communications;
• accounting, tax, compilation, bookkeeping, payroll, advisory, and related services;
• electronic-signature and payment systems;
• marketing communications; and
• employment and recruitment activities.

1. Privacy responsibility

TaxFit has designated a Privacy Officer to oversee our privacy practices and respond to questions, access requests, corrections, and complaints.

Privacy Officer: Moe Niknami
Email: privacy@taxfit.com
Telephone: 604.245.0063

2. What is personal information?

Personal information is information about an identifiable individual.

Depending on your relationship with TaxFit, it may include:

• your name, address, email address, and telephone number;
• date of birth and family information;
• Social Insurance Number and other government identifiers;
• income, tax, employment, payroll, and benefit information;
• banking, payment, ownership, and transaction information;
• corporate, shareholder, director, and business information;
• information about dependants, employees, contractors, beneficiaries, or representatives;
• identification and client-verification documents;
• correspondence and instructions;
• portal account, authentication, and security information;
• resumes, employment history, and professional qualifications; and
• technical information such as IP address, browser type, device information, and website activity.

3. How we collect information

Information you provide

We collect information when you:

• request a consultation;
• submit a contact form;
• send us a file;
• become or apply to become a client;
• complete an organizer, checklist, questionnaire, or tax form;
• upload documents to our portal;
• sign a document electronically;
• communicate with TaxFit;
• pay an invoice;
• subscribe to updates; or
• apply for employment.

Information provided by other people

Clients may provide information about employees, shareholders, family members, dependants, business partners, customers, suppliers, or other individuals. When you provide another person’s information, you confirm that you are authorized to provide it for the relevant purpose.

Information from third parties

Where permitted, we may obtain information from:

• the Canada Revenue Agency and other government authorities;
• prior accountants, bookkeepers, lawyers, or advisors;
• financial institutions and payroll providers;
• corporate and public registries;
• identity-verification providers;
• employers and benefit providers;
• authorized representatives; and
• accounting, tax, and financial software platforms.

Website and portal information

Our website, portal, and service providers may automatically collect limited technical information, including:

• IP address;
• browser and device type;
• operating system;
• pages visited;
• referring website;
• time and duration of visits;
• portal login and security events; and
• cookie and analytics information.

4. Why we use personal information

We may use personal information to:

• respond to inquiries and consultation requests;
• determine whether TaxFit can accept an engagement;
• complete identity, conflict, independence, and client-acceptance procedures;
• prepare proposals and engagement letters;
• provide accounting, tax, compilation, bookkeeping, payroll, and advisory services;
• prepare and file authorized returns, elections, and government forms;
• communicate with clients and authorized representatives;
• operate our portal and secure file-transfer services;
• obtain electronic signatures;
• process invoices and payments;
• manage our professional and business records;
• meet legal, regulatory, insurance, and professional obligations;
• detect and respond to fraud, misuse, and security incidents;
• improve our website, systems, and services;
• administer events and communications;
• evaluate employment applicants; and
• establish, exercise, or defend legal claims.

We limit collection and use to purposes that are reasonable and appropriate in the circumstances.

5. Consent

TaxFit obtains consent where consent is required. Consent may be express or implied depending on the sensitivity of the information, the purpose, and the surrounding circumstances. In certain situations, we may collect, use, or disclose information without consent where permitted or required by law.

You may withdraw consent by contacting our Privacy Officer, subject to legal, professional, and contractual restrictions. Withdrawal of consent may prevent TaxFit from providing or completing certain services.

6. When we disclose information

TaxFit does not sell or rent personal information. We may disclose information in the following circumstances.

With your authorization

We may disclose information to people or organizations you authorize, including:

• family members;
• employees or shareholders;
• legal counsel;
• lenders;
• financial advisors;
• bookkeepers; and
• other representatives.

Government and professional authorities

Where authorized or required, we may disclose information to:

• the Canada Revenue Agency;
• provincial tax authorities;
• corporate or government registries;
• courts and law-enforcement authorities;
• Chartered Professional Accountants of British Columbia;
• professional practice inspectors;
• professional insurers; and
• other regulators or public authorities.

Service providers

TaxFit uses third-party providers to operate our business and deliver services. These may include providers of:

• website hosting;
• client portals;
• secure file transfer;
• cloud storage;
• accounting and tax software;
• bookkeeping platforms;
• electronic signatures;
• email and communications;
• payment processing;
• customer relationship management;
• data backup;
• analytics;
• IT support; and
• cybersecurity.

Business changes

Information may be transferred as part of a proposed or completed merger, sale, financing, succession, restructuring, or transfer of TaxFit’s business, subject to appropriate confidentiality and legal safeguards.

7. Processing outside British Columbia

Some service providers may store or process information outside British Columbia or outside Canada. Information processed in another jurisdiction may be subject to the laws of that jurisdiction and may be accessible to courts, regulators, law-enforcement agencies, or government authorities.

TaxFit uses reasonable measures to assess and protect information handled by its service providers. You may contact the Privacy Officer for information about material service providers and processing locations.

8. Professional confidentiality

TaxFit and its personnel are subject to professional confidentiality obligations. Client information is accessed only by people who reasonably require it to:

• provide the agreed services;
• administer an engagement;
• operate and secure our systems;
• meet professional or legal obligations; or
• support TaxFit’s legitimate business operations.

9. Information security

TaxFit uses administrative, technical, and physical safeguards appropriate to the sensitivity of the information. These may include:

• secure portals and file-transfer systems;
• access controls;
• multi-factor or passwordless authentication;
• encryption where appropriate;
• device and network protections;
• secure backups;
• confidentiality requirements;
• staff training;
• vendor assessment;
• security monitoring; and
• incident-response procedures.

No electronic system is completely secure, and TaxFit cannot guarantee absolute security.

Do not send Social Insurance Numbers, identification documents, tax records, banking information, passwords, or other highly sensitive information through a public contact form or ordinary email. Use the secure portal or secure file-upload service provided by TaxFit.

10. Security incidents

If TaxFit becomes aware of unauthorized access, use, disclosure, loss, or destruction of personal information, we will take reasonable steps to:

• contain the incident;
• investigate what occurred;
• assess the potential impact;
• correct identified weaknesses; and
• notify affected individuals or authorities where required or appropriate.

11. Retention and destruction

TaxFit retains information only as long as reasonably necessary for:

• the relevant engagement or purpose;
• legal and tax requirements;
• professional standards;
• regulatory and insurance requirements;
• limitation periods;
• dispute resolution; and
• legitimate business-record purposes.

When information is no longer required, it is securely destroyed, deleted, or anonymized, subject to backup, professional, and legal requirements.

The client portal is not intended to be your permanent document archive. Clients should download and retain copies of important records.

12. Accuracy

TaxFit relies on clients and other individuals to provide accurate and complete information. Please inform us when your contact, ownership, tax, banking, family, or other relevant information changes.

13. Access and correction

Subject to applicable legal exceptions, you may request:

• access to personal information held about you;
• information about how it has been used or disclosed; or
• correction of inaccurate or incomplete information.

Requests must be submitted to the Privacy Officer. We may request information to verify your identity and authority before responding.

14. Marketing communications

TaxFit may send newsletters, tax updates, event invitations, or other commercial communications where permitted. Marketing consent is separate from consent to receive necessary engagement, billing, security, or service communications.

Marketing messages will include an unsubscribe method where required. You may unsubscribe at any time.

15. Recruitment information

When you apply for employment, TaxFit may collect:

• your resume and cover letter;
• contact information;
• education and professional qualifications;
• employment history;
• references;
• interview information; and
• information needed to assess your suitability for employment.

We use this information for recruitment, communication, evaluation, recordkeeping, and legal or professional requirements. Submitting a general resume does not guarantee that TaxFit will retain it for future positions.

16. Cookies

Our use of cookies and similar technologies is explained in the Cookie Policy. Where consent is required, non-essential cookies will not be activated until you make a selection through the Cookie Preferences control.

17. Third-party websites

The TaxFit website may contain links to external websites and services. TaxFit does not control and is not responsible for the security, content, availability, or privacy practices of third-party websites.

18. Changes to this policy

TaxFit may update this Privacy Policy when our services, technology, providers, or legal obligations change. The revised policy will be posted with an updated effective date.

19. Questions and complaints

Questions, access requests, corrections, or complaints should first be directed to:

Privacy Officer, TaxFit
Email: privacy@taxfit.com
Telephone: 604.245.0063

If a privacy concern is not resolved, you may have the right to contact the Office of the Information and Privacy Commissioner for British Columbia or another applicable privacy authority.