Privacy Policy

1. Introduction

At ClearTaxEdge, the protection of your personal data is fundamental and represents our commitment to preserving your privacy. This privacy policy informs you transparently about the data we collect, how we process it securely, and what control options you have over your information.

Our data processing practices comply with applicable Canadian data protection laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and the General Data Protection Regulation (GDPR), to the extent it applies to our tax preparation services and filing management activities.

2. Collection and Processing of Personal Data

The collection and processing of your data is exclusively designed to provide, execute, and personalize our tax preparation services and filing management. This includes:

2.1. Data you actively provide:

  • Registration data such as name, email address, phone number, professional interests, and organizational context
  • Payment information when booking tax preparation services
  • Feedback, evaluations, and communications within our preparation programs

2.2. Automatically collected data:

  • Technical information such as IP address, device type, and browser version when using our website
  • Service history and participation in filing management programs
  • Professional preferences and development progress to optimize our service offerings

2.3. Cookies and tracking technologies: We use essential cookies and, with your consent, analytical cookies to continuously improve our offerings. You can adjust your cookie settings at any time in your browser or use our website without optional cookies.

3. Purposes of Data Processing

We process your personal data for the following purposes:

  • Tax Services Management – To organize and provide personalized tax preparation services and filing management
  • Client Administration – To manage registrations, bookings, payments, and sending relevant program information
  • Progress Tracking – To record and track your progress in our filing management programs
  • Quality Assurance – To continuously improve our preparation service offerings

4. Legal Basis for Processing

Our data processing is based on the following legal grounds:

  • Contract execution when providing preparation programs and managing client data
  • Legitimate interest in improving our offerings and optimizing our program design
  • Compliance with legal obligations, particularly in the field of tax services
  • Your explicit consent for the collection of certain data and for preparation measures

5. Disclosure to Third Parties

We share your data with third parties only in the following cases:

  • Payment Service Providers – To securely process payments for tax preparation programs
  • IT Service Providers – For the operation of our client management systems and our website within the framework of contractual processing
  • Partner Organizations – With your explicit consent, we may share relevant information with professional partners or reference organizations

Under no circumstances will we share your data with unrelated third parties for advertising purposes.

6. Data Security

To protect your data according to the highest security standards, we implement advanced security measures, including encrypted data transfer, secure storage, and strict access controls for our personnel. We pay particular attention to the protection of data related to tax preparation and personal professional data.

Physical documents containing personal data are stored in locked cabinets and securely destroyed after the expiration of legal retention periods.

7. Data Retention and Deletion

Your data is retained only for the duration necessary for the indicated purposes:

  • Contact and contract data are retained for the duration of the collaboration plus legal retention periods.
  • Preparation data are retained for a maximum of 5 years after the end of the program for continuous support.
  • Payment data are retained in accordance with legal requirements for up to 7 years.

You have the right to request early deletion of your data at any time, unless there are legal retention obligations to the contrary.

8. Your Rights

As a client, you have the following rights:

  • Access to personal data retained about you
  • Rectification of incorrect or incomplete data
  • Deletion of your data under the conditions provided by law
  • Limitation of processing under certain conditions
  • Data portability in a structured and commonly used format
  • Objection to processing based on legitimate interest

To exercise these rights, contact us by email at privacy@cleartaxedge.com or in person at our preparation center.

9. GDPR-Specific Provisions

As a Canadian-based company with clients from the EU region, we follow the principles of the General Data Protection Regulation (GDPR) and guarantee the following rights:

  • Cross-Border Data Transfers – When transferring data to countries outside the EU/EEA, we ensure that appropriate protection measures are adopted, such as standard contractual clauses or adequacy decisions.
  • Data Protection Officer – Our data protection officer is available for requests regarding the processing of your personal data and can be contacted at privacy@cleartaxedge.com.
  • Right to Complain – You have the right to file a complaint with the data protection supervisory authority, particularly in the EU member state of your residence, your place of work, or the place of the alleged violation.
  • Data Minimization – We collect only the data necessary for the indicated preparation purposes and retain it only for the necessary and legally required time.

For EU citizens participating in our tax preparation programs, additional specific protection measures apply in accordance with GDPR, including extended information obligations and stricter consent requirements.

10. Privacy Policy Modifications

We reserve the right to update this privacy policy if necessary to meet legal requirements or organizational changes. The current version will always be published on our website and displayed in our premises.

In case of significant modifications, we will inform our clients by email or by notification in our premises.

If you have questions regarding data protection, we are available at any time in person, by phone, or by email. The protection of your data is not only a legal obligation for us, but a fundamental responsibility and an essential part of our integrity in tax preparation and our commitment to the members of our preparation community.