PRIVACY POLICY
TATAX INSIGHTS™ – PRIVACY POLICY
Effective Date: January 10, 2026
Last Updated: January 10, 2026
Tax Insights™ (“Tax Insights,” “we,” “us,” or “our”) is committed to protecting the privacy, confidentiality, and security of personal information in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).
This Privacy Policy explains how we collect, use, disclose, and protect personal information when you access or use the Tax Insights™ website, platform, or services.
1. Information We Collect
We may collect the following types of information:
a) Personal & Professional Information
- Name
- Professional title and designation
- Company or firm name
- Business address and province
- Email address and phone number
- Professional biography and areas of expertise
- Licensing or credential information (where voluntarily provided)
b) Account & Membership Information
- Membership level and status
- Payment confirmation (note: payment details are processed by third-party providers)
- Participation in events, webinars, or Lunch & Learns
c) Technical Information
- IP address
- Browser type and device information
- Website usage and interaction data (cookies and analytics)
2. How We Use Your Information
We collect and use personal information for the following purposes:
- To administer memberships and professional listings
- To display professional profiles on the Tax Insights™ platform
- To communicate with members regarding platform activities
- To invite members to events, Lunch & Learns, and webinars
- To promote educational initiatives and professional content
- To improve platform functionality and user experience
- To comply with legal and regulatory obligations
We only collect information that is reasonably necessary for these purposes.
3. Consent
By submitting your information, creating a profile, or clicking “I Accept”, you consent to the collection, use, and disclosure of your information as described in this Privacy Policy.
You may withdraw consent at any time, subject to legal or contractual restrictions, by contacting us in writing.
4. Disclosure of Information
Tax Insights™ does not sell or rent personal information.
We may disclose information:
- As required to operate the platform (e.g., displaying your profile)
- To service providers assisting with website hosting, payment processing, or communications
- When required by law, court order, or regulatory authority
All third-party service providers are required to maintain appropriate confidentiality and security standards.
5. Public Profiles & Visibility
By joining Tax Insights™, you acknowledge and agree that:
- Your professional profile may be publicly visible
- Information you choose to include will be accessible to visitors
- Tax Insights™ is not responsible for how third parties use publicly available information
You may request updates or removal of your profile at any time, subject to membership terms.
6. Data Retention
We retain personal information only as long as necessary to:
- Fulfill the purposes outlined in this Policy
- Meet legal, accounting, or regulatory requirements
Inactive or terminated accounts may have information retained for record-keeping purposes, unless otherwise required by law.
7. Security Safeguards
We take reasonable administrative, technical, and organizational measures to protect personal information against:
- Unauthorized access
- Loss, misuse, or disclosure
While no system is completely secure, we strive to protect your information using industry-standard practices.
8. Cookies & Analytics
Tax Insights™ may use cookies and analytics tools to:
- Understand website usage
- Improve functionality and performance
You may adjust browser settings to disable cookies; however, some features may not function properly.
9. Your Rights
You have the right to:
- Access your personal information
- Request corrections or updates
- Withdraw consent (subject to limitations)
- Request clarification about our privacy practices
Requests must be submitted in writing.
10. Third-Party Links
Our website may contain links to third-party websites.
Tax Insights™ is not responsible for the privacy practices or content of external sites.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time.
Any changes will be posted on this page with an updated effective date.
Continued use of the platform constitutes acceptance of the revised Policy.
12. Contact Information
For privacy-related inquiries, requests, or concerns, please contact:
Privacy Officer
Tax Insights™
📧 Email: lucy@taxinsights.ca
13. Acknowledgment
By using the Tax Insights™ platform or clicking “I Accept”, you acknowledge that you have read and understood this Privacy Policy and consent to the collection and use of your information as described.