Privacy Policy

1. Privacy at TaxEaseEdge: Overview

The responsible and confidential processing of your personal data is a cornerstone of TaxEaseEdge. This Privacy Policy informs you comprehensively and transparently about the types of data we collect, for what purposes, how we process it, and what rights you have as a data subject. We are committed to complying with all applicable data protection regulations and protecting your privacy with the same dedication we bring to our tax optimization and tax consulting services.

The data protection terms used in this statement follow the definitions of the General Data Protection Regulation (GDPR) and applicable Canadian privacy legislation.

2. Responsibility and Contact Information

The entity responsible for processing personal data in the context of our tax optimization and tax consulting services is:

TaxEaseEdge
1247 Bay Street, Suite 302
Toronto, ON M5R 3K4
Canada

Email: info@taxeaseedge.com
Phone: +1 416 639 5858
Business Number (BN): 4829105837

3. Data We Collect and Collection Methods

  • Personal and contact data (name, address, phone number, email)
  • Tax interests (tax goals, current level of tax management, tax objectives)
  • Personal and professional information (qualifications, experience, tax level)
  • Service registration data and payment information
  • Tax management progress and tax assessment results (with your explicit consent)
  • Website usage data (IP address, browser type, access time)
  • Feedback and testimonials (with your permission)

4. Purposes of Data Processing

  • Execution and personalization of our tax optimization and tax consulting services
  • Contract execution and billing of tax services
  • Communication regarding services, consultations, and tax opportunities
  • Quality improvement and development of our tax services
  • Sending tax content and event notifications (only with your consent)
  • Compliance with legal retention obligations
  • Protection of our IT systems against abuse and security threats

5. Legal Basis for Data Processing

The processing of your personal data is based on the following legal grounds:

  • Contract execution and pre-contractual measures (Art. 6(1)(b) GDPR)
  • Compliance with legal obligations (Art. 6(1)(c) GDPR)
  • Legitimate interests (Art. 6(1)(f) GDPR)
  • Your explicit consent (Art. 6(1)(a) GDPR)

Relevant provisions of Canadian privacy legislation also apply.

6. GDPR Compliance and Special Security Measures

As an organization serving clients in the EU, TaxEaseEdge is committed to full compliance with the General Data Protection Regulation (GDPR). This includes:

  • Processing personal data only in a lawful, fair, and transparent manner
  • Collecting data only for specific, explicit, and legitimate purposes
  • Limiting data collection to what is necessary for processing purposes (data minimization)
  • Implementing appropriate technical and organizational measures to ensure a level of security appropriate to the risk
  • Conducting data protection impact assessments when necessary
  • Ensuring that all team members are properly trained and have signed confidentiality agreements

In case of a data breach that may pose a risk to the rights and freedoms of individuals, we will notify the competent supervisory authority within 72 hours and immediately inform the data subjects if there is a high risk.

For the transfer of personal data to countries outside the EU/EEA, we ensure that appropriate security measures are in place, for example through European standard contractual clauses or European Commission adequacy decisions.

7. Data Security Measures

To protect your personal data with the same care we bring to our tax optimization services, we have implemented comprehensive technical and organizational measures, including:

  • Encrypted data transmission (SSL/TLS)
  • Access restrictions and authentication procedures
  • Regular security audits and system updates
  • Data backup systems and emergency concepts
  • Physical security measures for our IT infrastructure
  • Continuous training and regular education of our team members

8. Retention Period and Deletion Concept

We retain your personal data only as long as necessary for the purposes for which it was collected, or according to legal retention requirements. After these periods expire, your data will be securely and completely deleted or anonymized.

Tax optimization data is generally retained for the duration of the tax services relationship plus 7 years in accordance with our legal retention obligations. Communication data is generally deleted 3 years after the last contact, unless longer retention is necessary.

9. Your Rights as a Data Subject

As a data subject, you have the following rights:

  • Right of access to data held about you
  • Right to rectification of inaccurate or incomplete data
  • Right to erasure ("right to be forgotten")
  • Right to restriction of processing
  • Right to data portability
  • Right to object to processing
  • Right to withdraw consent given with effect for the future
  • Right to lodge a complaint with the competent supervisory authority

To exercise your rights, please contact us using the contact information above.

10. Disclosure of Data to Third Parties

We only disclose your personal data to third parties:

  • To service providers who act on our behalf and according to our instructions (subcontractors)
  • To external tax partners and tax specialists contractually bound to confidentiality
  • If there is a legal obligation to disclose data
  • If you have expressly consented

All subcontractors have been carefully selected and are contractually bound to comply with data protection regulations.

11. Cookie Policy

Our website uses cookies to improve your user experience and analyze site usage. A cookie is a small text file that is stored on your device when you visit our site.

Types of cookies we use:

  • Essential cookies: These cookies are essential for the site to function and allow you to navigate and use its features.
  • Performance cookies: These cookies collect information about how visitors use our site, for example which pages are most visited. This data is used to improve site functionality.
  • Functional cookies: These cookies allow the site to remember your choices (such as username, language, or region) and offer enhanced and more personal features.

On your first visit to our site, a cookie notification appears where you can control which cookies you want to allow. You can disable or delete cookies at any time through your browser settings. Please note that disabling cookies may affect the functionality of our site.

For more information about cookies and how to manage them, visit www.aboutcookies.org.

12. Privacy Policy Updates

We reserve the right to update this Privacy Policy if necessary to adapt to changes in legal situation or modifications to our data processing activities. The current version is always available on our site.

We recommend that you regularly review this Privacy Policy to stay informed of any changes. We will inform you of important changes through appropriate channels.

Last updated: October 2025