Privacy Policy

Draft — pending legal review Last updated: 2026-06-16

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.