Privacy Policy
This Privacy Policy explains how TaxReady handles your data. It is designed around PIPEDA, Canada’s federal privacy law. This page is a working draft pending review by Canadian counsel.
What we collect
- Account & identity information (via Microsoft Entra)
- Business and financial data you enter or import
- Documents and receipts you upload
- Usage and support communications
What we don’t store
- Your password — handled by Microsoft Entra
- Your full card number — handled by Stripe
- Your bank login — handled by Plaid (when bank links are available)
How we use it
To provide the service: document extraction, the AI assistant, billing, support, security, and legal compliance.
Sharing & sub-processors
We share data with the providers listed in our sub-processors list only as needed to provide features.
Data residency
Your books are hosted in Canada on Microsoft Azure. Any cross-border processing by a sub-processor is disclosed in that list.
Your rights
You can access, correct, delete, or export your data and withdraw consent. You may also contact the Privacy Commissioner of Canada.
Contact
Privacy questions? Contact our privacy team.