PRIVACY POLICY

Privacy Policy

Insta Tax Services is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, store, and protect information provided through our website, forms, communications, and services.

1. Information We Collect

We may collect personal and financial information that you voluntarily provide when using our website, contacting us, booking appointments, or submitting information for tax preparation and filing services.

This information may include, but is not limited to:

• Name, address, phone number, and email address
• Date of birth and marital status
• Social Insurance Number (SIN)
• Citizenship and residency information
• Employment, self-employment, and income details
• Tax slips, receipts, and supporting documents
• Information relating to spouse and dependants
• Home ownership, foreign property, moving expenses, FHSA, donations, and similar tax-related details
• Uploaded files submitted through our website

2. How We Use Your Information

We use the information collected to provide requested services and operate our business, including:

• Preparing and reviewing tax returns
• Communicating with you about your return or service request
• Requesting missing information or supporting documents
• Responding to inquiries and appointment requests
• Processing and administering website form submissions
• Maintaining business records and internal administration
• Complying with legal, regulatory, and professional obligations

3. Online Personal Tax Filing

If you use our Online Personal Tax Filing page, you acknowledge that the information and documents you submit may include highly sensitive personal and financial information. This information is used only for the purpose of assessing, preparing, and processing your tax return and related services.

Submission of the online form and documents constitutes your consent for Insta Tax Services to review and use that information for tax preparation, tax filing support, follow-up communication, and related service administration.

4. Uploaded Files and Supporting Documents

Our website may allow you to upload files such as PDF documents and image files containing tax slips, receipts, identification details, or other personal information. By uploading such files, you consent to our collection, review, and use of those files for the purpose of providing requested services.

5. How We Protect Your Information

We take reasonable administrative, technical, and operational measures to help protect personal information against unauthorized access, misuse, alteration, or disclosure. However, no website, email system, file transfer method, or electronic storage system can be guaranteed to be completely secure.

By using our website and submitting information electronically, you acknowledge and accept the inherent risks associated with online communication and electronic transmission of information.

6. Disclosure of Information

We do not sell or rent your personal information. We may disclose personal information only as reasonably necessary in the following circumstances:

• To provide requested services
• To communicate with you regarding your file
• To comply with legal, regulatory, or professional obligations
• To respond to lawful requests from government or regulatory authorities
• To protect our legal rights or respond to disputes, fraud concerns, or enforcement requirements

7. Email and Electronic Communication

When you communicate with us by email, website form, or other electronic means, you acknowledge that such communication may not always be fully secure. We may use your contact details to respond to your inquiries, request additional information, provide updates, and deliver service-related communications.

8. Cookies and Website Data

Our website may use standard website technologies such as cookies, analytics tools, advertising scripts, or server logs to improve website functionality, monitor usage, support marketing, and enhance user experience.

Such technologies may collect non-personal or technical information such as browser type, device type, pages visited, approximate location data, referral source, and usage patterns.

9. Third-Party Services

Our website may use third-party tools or services, including analytics, advertising, security, spam prevention, hosting, embedded content, or communication services. These third-party providers may process certain information in accordance with their own privacy practices.

10. Data Retention

We may retain personal information, submitted documents, communications, and related records for as long as reasonably necessary to provide services, maintain business records, comply with legal or regulatory requirements, resolve disputes, and protect our interests.

11. Accuracy of Information

Clients are responsible for ensuring that the information they provide is accurate, complete, and current. If you believe any submitted information is incorrect, please contact us promptly so that we can review and update records where appropriate.

12. Your Consent

By using our website, submitting forms, uploading files, or providing information to us, you consent to the collection, use, storage, and disclosure of your information as described in this Privacy Policy.

13. Children’s Privacy

Our website and services are intended for general business and tax service use and are not directed toward children acting on their own behalf. Where information relating to dependants or minors is provided, it is expected to be submitted by a parent, guardian, or authorized individual for legitimate tax preparation purposes.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time without prior notice. Any changes will take effect when the updated version is posted on this website.

15. Contact Us