Skip to content
Last updated September 2026

Privacy Policy

Your privacy matters to us. Here's what we collect, why, and how we keep it safe.

What we collect

When you contact us or book a call, we collect the details you choose to give us: your name, email address, phone number, the service you're interested in and a short message.

We do not ask for your Social Insurance Number, tax slips or financial documents through this website, and we ask you not to send them through the contact form, chat or regular email.

How we use it

We use your information only to respond to you, schedule appointments and provide the services you ask for.

  • Replying to your questions
  • Booking and confirming appointments
  • Providing tax and bookkeeping services you engage us for

Who we share it with

We never sell your information. We use a small number of trusted service providers to run this website, send email and manage appointments (for example, our booking provider). They may only use your information to provide their service to us.

How we protect it

We use reasonable safeguards to protect your information and share a secure method for sending sensitive documents. We keep client records for as long as required by law, then dispose of them securely.

Your choices

You can ask to see, correct or delete the personal information we hold about you by emailing info@accesstax.ca. We follow Canada's Personal Information Protection and Electronic Documents Act (PIPEDA).

Book Appointment