Canada Tax Help

Last Updated: June 10, 2020 (the “Effective Date”)

Canada Tax Help Corporation wants you to understand how we use the information you provide to us. Canada Tax Help Corporation (“CTH”, “we”, “us”, or “our”) is sensitive to your concerns about how we use the personal information we collect from you and about you. We respect and take your privacy seriously. This privacy policy (the "Policy") and internal policies and practices have been implemented to keep your personal and financial information secure. Before you access or use our Website or Platform, please read this Privacy Policy carefully.

Please review this Privacy Policy carefully, as it may have changed since you last visited our Website. Please be advised that CTH may amend this Privacy Policy from time to time and, if we do, we will provide conspicuous notice on our Website and update the Effective Date at the top of this page. Any amendments to this Privacy Policy will be effective as of the updated Effective Date. By accessing or using the Platform on or after the updated Effective Date, you indicate to us that you consent to the amendments.

In this Policy, the words "you" and "your" refer to each customer, Client, Website visitor, or Application user. For the purposes of this Policy, “Personal Information” means personally identifiable information about you or your Organization, or information that would allow someone to contact you, or any other information that is defined as such under applicable laws.

1. Introduction
2. Definitions
3. Applicability of this policy
4. Information we collect
5. How we use Information we collect
6. Payments Information and Services
7. Sharing and Disclosure
8. Your Choices & Rights
9. Termination
10. Confidentiality
11. Security
12. Changes to this Policy
13. Capacity to Contract
14. Severability
15. No Professional-Client Relationship
16. Contact Us

1. Introduction
This Policy covers our treatment of Personal Information we collect about you and describes our practices with respect to the collection, use and disclosure of Personal Information through our Platform. It also describes the choices available to you regarding our use of your Personal Information and how you can access and update this information. This Policy is incorporated into our Terms of Service, and therefore governs your use of our Platform. It is your responsibility to review this Policy.
By using our Platform (as the term is defined herein) or application plug-ins, you agree to follow and be bound by this Policy and consent to the practices described in this Privacy Policy and in our Terms of Service. By accessing or using the Website or Application, you acknowledge that you have read this Policy and that you agree that this Policy will constitute the entire agreement between you and CTH with respect to:

your access and use of our Website and Application and any features thereof;
any information or content, such as articles, blog posts, forms, templates, documents, or other materials (collectively, “Content”)
any and all communications or submissions of information or materials made by you to CTH through the Website, Application or otherwise (unless you are expressly informed otherwise by us).

If at any time you find this Policy unacceptable or if you do not agree to any of the terms of this Policy, please do not use professional services over our Platform. If you have any questions about this Policy, please contact a member of our customer care team at: help@canadataxhelp.ca

2. Definitions
“Account” means a User account created for you by CTH on the CTH Website or Application or otherwise;
“Application” means, collectively, the CTH Website together with any applicable mobile, tablet, or other smart-device applications and application program interfaces and all associated services;
“Aggregate Information” means information about Users we collect to create information that is aggregated and anonymized information that cannot be used to identify any natural person or Organization (including a Firm), in order to develop statistics and analytics about our Platform and improve the experience for Users on our Platform and the delivery of all services through our Website or Application. Though Aggregate Information may be derived from Personal Information, it is not Personal Information because it cannot be used to identify any natural person or Organization.
“Client” means the individual or Organization that requested the Services determined as follows: (i) if the user has requested services for themselves, then Client means that individual who specifically requested the Services over the Platform; (ii) if the Account was created by a representative of an Organization, then the Client means that Organization;
“Code” means the code(s) of ethical or professional conduct applicable to the professional in the jurisdiction in which Professional Services are provided;
“Default Retainer” means the most recent version of the standard retainer applicable to the provision of professional services to you by a Professional over our Platform on our Website and found at the following link: Standard Retainer
“CTH” means Canada Tax Help Corporation, a body corporate incorporated under the laws of Alberta, together with any affiliate or associate of such corporation and any successor of the foregoing; references to “we”, “us” or “our” are references to CTH;
“Professional” means the individual that the Client agreed to work with over the Platform based on the Client’s indication to “retain” such individual through the Application;
“Firm” means the partnership or limited liability partnership, or other Organization, in which a Professional practices, if and as applicable;
“Professional Services” means any legal, accounting, bookkeeping or other professional services contemplated by a scope of work provided by a Professional to a Client within a Quote or the description of the professional services, including any amended or supplemented services as may be requested by the Client and agreed to be delivered by the Professional over the Platform;
“Member” means any Client, Professional, Firm or other Organization that has an account with CTH;
“Organization” means any person other than a natural person, including a corporation, association (whether incorporated or unincorporated), society, partnership, limited partnership, trust, mutual fund, charity, or not-for-profit other than any governmental entity;
“Platform” or “CTH Platform” means the Application, Website, and any associated services provided by or through CTH;
“Payments Data Controller” means the third-party payments service provider that is responsible for your Personal Information relating to the Payments Services which enables Clients to pay for Professional Services from Professionals over the Platform;
“Payments Services” means the services provided by the Payments Data Controller in order to complete financial transactions over our Platform via the application-programming interface provided by the Payments Data Controller;
“Terms of Service” means the most recent version of the CTH terms of service applicable to the Application as then posted on the Site at the following link: Terms Of Service
“User”, “you”, or “your” refers to the individual that has visited the Website or Application and requested the Professional Services over the Platform; and
“Website” means the CTH website located at www.canadataxhelp.ca and web-application, including any subdomains thereof, and any other websites through which CTH makes its services available.

3. Applicability of this policy
As indicated above, this Privacy Policy applies to Personal Information collected through our Platform. This Privacy Policy does not apply to third-party services, websites, or applications that we may link to through the Website. When you use one of these links to leave our Website, we encourage you to review the privacy policies that apply to the services, websites, or applications you choose to access.
Certain parts of our Platform that are made available to clients who have formally engaged a Professional over the Platform as legal counsel may be subject to additional terms and conditions, as well as additional privacy and data security provisions. In such cases, both this Privacy Policy and the additional terms will apply, including but not limited to a retainer or engagement agreement between you and a Professional, whether in the form of our Default Retainer or otherwise.
We will only use this Personal Information (i) for the purposes explicitly described to you at the time you provided us with the information; (ii) to respond to your inquiries about Platform Services or Professional Services; (iii) to evaluate a prospective attorney-client relationship between you and a Professional or Firm and what Professional Services we may be able to provide you over our Platform; (iv) to send you newsletters, publications, and other communications that may be of interest to you; (v) for internal business analytics, such as understanding the demographics of visitors to our Website; and (vi) to create Aggregate Information (defined below) that, after being aggregated and anonymized, can no longer be used to identify you.

4. Information we collect
(a) Information you give us which is necessary to use our Platform
CTH collects the following categories of information from you through the Platform:
We ask for and collect the following personal information about you when you use the CTH Platform. This information is necessary for the adequate performance of the contract between you and us and to allow us to comply with our legal obligations and provide access to the Platform. Without it, we may not be able to provide you with all the requested Platform Services or Professional Services.

Account Information. When you sign up for a CTH Account, we require certain 'know your client' information such as your first name, last name, email address, physical address, and date of birth. If you are accessing the Website or Application on behalf of an Organization, we may require additional information regarding the Organization such as company name, entity type and size, nature of business, and answers to qualitative questions about your Organization. For Professionals, we require certain additional information, including your work history, information regarding your Firm, and information regarding your qualifications and admission to deliver Professional Services.
Additional Information. To use certain features of the CTH Platform (such as engaging a Professional or payment services), we may ask you to provide additional information, which may include your address, phone number, and a profile picture.
Identity Verification Information. To help create and maintain a trusted environment, we may collect identity verification information (such as images of your government issued ID, passport, national ID card, or driving license, as permitted by applicable laws) or other authentication information.
Payment Information. To use certain features of the Platform (such as booking or creating a Fixed-Fee Listing, and obtaining or providing Professional Services), we may require you to provide certain financial information (like your bank account or credit card information and social insurance number) in order to facilitate the processing of payments via our third-party payment services provider, Stripe.
Communications with us and Professionals on our Platform. When you communicate with CTH or use the CTH Platform to communicate with Professionals, we collect information about your communication and any information you choose to provide. However, we do not and will not collect any messages or information between a Client and a Professional specific to the provision of Professional Services so as to maintain solicitor-client or any other form of privilege applicable to the delivery of Professional Services over our Platform.

(b) Information you choose to give us
You may choose to provide us with additional personal information in order to obtain a better user experience when using CTH Platform. This additional information will be processed based on our legitimate interest or when applicable, your consent.

Additional Profile Information. You may choose to provide additional information as part of your CTH profile (such as gender, practice areas, years of experience, preferred language(s), city, a personal description/biograph, or information about your Firm). Some of this information as indicated in your Account settings is part of your public profile page, and will be publicly visible to others.
Address Book Contact Information. You may choose to import your address book contacts or enter your contacts’ information manually to access certain features of the CTH Platform, like inviting them to use CTH.
Other Information. You may otherwise choose to provide us information when you fill in a form, update or add information to your CTH Account, respond to surveys, post to community forums, participate in promotions, communicate with our customer care team, share your experience with us, provide reviews, or use other features of the CTH Platform.

(c) Usage Information – Information we collect from your use of the Platform
When you use the CTH Platform and the Payment Services, we may also automatically collect certain information regarding your access to and usage of the Website and Platform (“Usage Information”) about how you use them. This information is necessary for the adequate performance of the contract between you and us, to enable us to comply with legal obligations and given our legitimate interest in being able to provide and improve the functionalities of the CTH Platform and Payment Services. We collect such Usage through the device you use to access and use the Website. We also collect Usage Information by use of cookies and other tracking technology including but not limited to Google Analytics, Full Story, and One Signal (collectively, “Tracking Technologies”). Such Usage Information includes, but is not limited to:

Geo-location Information. When you use certain features of the CTH Platform, we may collect information about your precise or approximate location as determined through data such as your IP address or mobile device’s GPS to offer you an improved user experience. Most mobile devices allow you to control or disable the use of location services for applications in the device’s settings menu. CTH may also collect this information even when you are not using the Application if this connection is enabled through your settings or device permissions.
Usage Information. We collect information about your interactions with the CTH Platform such as the pages or content you view, your searches for Professionals, Professionals you have hired, and other actions on the CTH Platform. ,Other information may include your device type, operating system, browser type, IP address, MAC address, information the websites or application from which you navigated to our Website, information you input into our Website (such as search terms in the search bar, except confidential information relating to Professional Services), pages you access on our Website, how long you spend on a particular page on our Site, any links you click on, and similar information.
Log Data and Device Information. We automatically collect log data and device information when you access and use the CTH Platform, even if you have not created an CTH Account or logged in. That information includes, among other things: details about how you’ve used the CTH Platform (including if you clicked on links to third party applications), IP address, access dates and times, hardware and software information, device information, device event information, unique identifiers, crash data, cookie data, and the pages you’ve viewed or engaged with before or after using the CTH Platform.
Cookies and Similar Technologies. We use cookies and other similar technologies when you use our platform, use our mobile app, or engage with our online ads or email communications. We may collect certain information by automated means using technologies such as cookies, web beacons, pixels, browser analysis tools, server logs, and mobile identifiers. In many cases the information we collect using cookies and other tools is only used in a non-identifiable without reference to personal information. For example, we may use information we collect to better understand website traffic patterns and to optimize our website experience. In some cases we associate the information we collect using cookies and other technology with your personal information. Our business partners may also use these tracking technologies on the CTH Platform or engage others to track your behavior on our behalf.
Pixels and SDKs. Third parties, including Facebook, may use cookies, web beacons, and other storage technologies to collect or receive information from our websites and elsewhere on the internet and use that information to provide measurement services and target ads. For apps, that third parties, including Facebook, may collect or receive information from your app and other apps and use that information to provide measurement services and targeted ads. Users can opt-out of the collection and use of information for ad targeting by updating their Facebook account ad settings and by contacting us with a description of your request and validation information.
Do Not Track Signals. While you may disable the usage of cookies through your browser settings, the CTH Platform currently does not respond to a “Do Not Track” signal in the HTTP header from your browser or mobile application due to lack of standardization regarding how that signal should be interpreted.
Payment Transaction Information. Stripe collects information related to your payment transactions through the CTH Platform, including the payment instrument used, date and time, payment amount, payment instrument expiration date and billing postcode, PayPal email address, IBAN information, your address and other related transaction details. This information is necessary for the adequate provision of any Professional Services

We use Usage Information: (i) to improve and customize our Platform; (ii) to examine the effectiveness and response of visitors to information and content we put on our Platform; (iii) for business analytics purposes, such as determining usage patterns on certain pages or features on our Platform; (iv) for security and maintenance purposes; (v) from Tracking Technologies as described below; (vi) to create Aggregate Information (defined below); and (vi) other uses consistent with applicable law.
CTH and its third-party vendors (including Google Analytics, who provides additional privacy notices here) may use Tracking Technologies, such as cookies and pixel tags, to collect Usage Information. “Cookies” are small files that are saved onto your device or browser through your web browser that allow us to collect certain Usage Information, and “pixel tags” are tiny graphics with unique identifiers that are embedded on the Site that allow us to collect certain Usage Information. Tracking Technologies do not, by themselves, collect Personal Information; however, we may use Tracking Technologies to, for example, identify that the device you are using has accessed certain parts of the Site and may associate that information with Personal Information you have voluntarily provided us.
Please note that you have choices with respect to the use of Tracking Technologies and may, in some instances, disable them depending on your preferences. Please see “Managing Your Information”, below, for more information.
(d) Information from Third Parties
CTH and the Payments Data Controller may collect information, including Personal Information, that others provide about you when they use the CTH Platform and the Payment Services, or obtain information from other sources and combine that with information we collect through the CTH Platform and the Payment Services. We do not control, supervise or respond for how the third parties providing your information process your Personal Information, and any information request regarding the disclosure of your Personal Information to us should be directed to such third parties.

Information from Third Parties could include, but is not limited to the following:

Third Party Services. If you link, connect, or login to your CTH Account with a third party service (e.g. Google, LinkedIn, Facebook, WeChat), the third party service may send us information such as your registration, friends list, and profile information from that service. This information varies and is controlled by that service or as authorized by you via your privacy settings at that service.
Your References. If someone has written a reference or review for you, it will be published on your CTH public profile page with your consent.
Background Information (Professionals). To the extent permitted by applicable laws and with your consent where applicable, we may obtain reports regarding Professionals from public records of criminal convictions or sex offender registrations, or any other local version of police, background or registered sex offender checks, or any complaints made with a provincial law society or other regulatory body for Professionals. We may use your information, including your full name and date of birth, to obtain such reports.
Referrals. If you are invited to CTH, the person who invited you may submit personal information about you such as your email address or other contact information.
Other Sources. To the extent permitted by applicable law, we may receive additional information about you, such as demographic data or information to help detect fraud and safety issues, from third party service providers or partners, and combine it with information we have about you. For example, we may receive background check results (with your consent where required) or fraud warnings from service providers like identity verification services for our fraud prevention and risk assessment efforts. We may receive information about you and your activities on and off the CTH Platform through partnerships, or about your experiences and interactions from our partner ad networks.

5. How we use Information we collect
We may use, store, and process personal information to (1) provide, understand, improve, and develop the CTH Platform, (2) create and maintain a trusted and safer environment (such as to comply with our legal obligations and ensure compliance with our policies) and (3) provide, personalize, measure, and improve our advertising and marketing.

(a) Provide, Improve, and Develop the CTH Platform
We may use the Personal Information to provide, improve, and develop the Platform such as to:

enable you to access and use the CTH Platform,
enable you to communicate with Professionals and other Users, if applicable,
operate, protect, improve, and optimize the CTH Platform and experience, such as by performing analytics and conducting research,
provide customer service,
send you service or support messages, updates, security alerts, and account notifications,
if you provide us with your contacts’ information, we may process this information: (i) to facilitate your referral invitations, (ii) send your requests for references, (iii) for fraud detection and prevention, and (iv) for any purpose you authorize at the time of collection,
to operate, protect, improve, and optimize the CTH Platform and experience, and personalize and customize your experience (such as making Fixed-Fee Services suggestions, ranking search results),
we conduct profiling based on your interactions with the CTH Platform, your search and booking history, your profile information and preferences, and other content you submit to the CTH Platform, and
enable your use of our enterprise products, if applicable.

We process this personal information for these purposes given our legitimate interest in improving the CTH Platform and our Users’ experience with it, and where it is necessary for the adequate performance of the contract with you.
(b) Create and Maintain a Trusted and Safer Environment
We may use the personal information to create and maintain a trusted and safer environment such as to:

detect and prevent fraud, spam, abuse, security incidents, and other harmful activity,
conduct security investigations and risk assessments,
verify or authenticate information or identifications provided by you (such as to verify your Firm address, qualification and license to provide Professional Services, address or compare your identification photo to another photo you provide),
conduct checks against databases and other information sources, including background or police checks, to the extent permitted by applicable laws and with your consent where required,
comply with our legal obligations,
Resolve any disputes with any Professionals and enforce our agreements with third parties,
Enforce our Terms of Services and other policies, and
in connection with the activities above, we may conduct profiling based on your interactions with the CTH Platform, your profile information and other content you submit to the CTH Platform, and information obtained from third parties. In limited cases, automated processes may restrict or suspend access to the CTH Platform if such processes detect activity that we think poses a safety or other risk to the CTH Platform, our community, or third parties. If you challenge the decisioning based on the automated process, please contact us as provided in the Contact Us section below.

We process this personal information for these purposes given our legitimate interest in protecting the CTH Platform, to measure the adequate performance of our contract with you, and to comply with applicable laws.
(c) Provide, Personalize, Measure, and Improve our Advertising and Marketing
We may use the personal information to provide, personalize, measure, and improve our advertising and marketing such as to:

send you promotional messages, marketing, advertising, and other information that may be of interest to you based on your preferences (including information about CTH or partner campaigns and services) and social media advertising through social media platforms such as Facebook or Google),
personalize, measure, and improve our advertising,
Administer referral programs, rewards, surveys, sweepstakes, contests, or other promotional activities or events sponsored or managed by CTH or its third party partners,
conduct profiling on your characteristics and preferences (based on the information you provide to us, your interactions with the CTH Platform, information obtained from third parties, and your search and booking history) to send you promotional messages, marketing, advertising and other information that we think may be of interest to you,
enrolling in an email subscription will not affect the frequency of administrative emails that we may send in connection with any CTH Account. No fee is charged for sending promotional emails to you, but third-party data rates may apply. Note that you may not be able to take advantage of certain promotions if you do not have an CTH Account, and
invite you to events and relevant opportunities (for example, when you share your Host story, we may use the information provided to reach out to you to invite you to relevant events).

We will process your personal information for the purposes listed in this section given our legitimate interest in undertaking marketing activities to offer you products or services that may be of your interest.

6. Payments Information and Services
(a) Collection of information necessary for the use of Payment Services
The Payments Data Controller needs to collect the following information necessary for the adequate performance of the contract with you and to comply with applicable law (such as anti-money laundering regulations). Without it, you will not be able to use Payment Services:

Payment Information. When you use the Payment Services, the Payments Data Controller requires certain financial information (like your bank account or credit card information) in order to process payments and comply with applicable law.
Identity Verification and Other Information. If you are a Professional, the Payments Data Controller may require identity verification information (such as images of your government issued ID, passport, national ID card, or driving license) or other authentication information, your date of birth, your address, email address, phone number and other information in order to verify your identity, provide the Payment Services to you, and to comply with applicable laws.

Other than as is necessary for the use of our Platform as described in section 4(a) above, we do not collect or store any Personal Information related to the Payments Services. All Personal Information is collected, sored and managed by the Payments Data Controller, which has its own Privacy Policy. To access the information regarding the policies of the Payments Data Controller, please visit the Payments Data Controller web site.
To the extent we collect Personal Information related to Payments, this Privacy Policy also applies to the Payment Services provided to you by Stripe. When using the Payment Services, you will be also providing your information, including personal information, to one or more Stripe entities, which will also be the Payments Data Controller of your information related to the Payment Services.
(b) How the Payments Data Controller uses the Personal Information Collected
We may use or provide Personal Information to the Payments Data Controller as a part of Payment services such as to:

Enable you to access and use the Payment Services.
Detect and prevent fraud, abuse, security incidents, and other harmful activity.
Conduct security investigations and risk assessments.
Conduct checks against databases and other information sources.
Comply with legal obligations (such as anti-money laundering regulations).
Enforce other payment policies.
With your consent, send you promotional messages, marketing, advertising, and other information that may be of interest to you based on your preferences.

The Payments Data Controller processes this personal information given its legitimate interest in improving the Payment Services and its users’ experience with it, and where it is necessary for the adequate performance of the contract with you and to comply with applicable laws.

7. Sharing and Disclosure
Where you have provided consent, we share your information, including personal information, as described at the time of consent, such as when you authorize a third party application or website to access your CTH Account or when you participate in promotional activities conducted by our partners or other third parties.
(a) Advertising and Social Media; Sharing With Your Consent
Where permissible according to applicable law we may use certain limited personal information about you, such as your email address, to hash it and to share it with social media platforms, such as Facebook or Google, to generate leads, drive traffic to our websites or otherwise promote our products and services or the CTH Platform. These processing activities are based on our legitimate interest in undertaking marketing activities to offer you products or services that may be if your interest.
The social media platforms with which we may share your personal information are not controlled or supervised by CTH. Therefore, any questions regarding how your social media platform service provider processes your personal information should be directed to such provider.
Please note that you may, at any time ask CTH to cease processing your data for these direct marketing purposes by sending an e-mail to help@canadataxhelp.ca.
(b) Sharing between Professionals and Clients
To help facilitate bookings or other interactions between Professionals and Clients, we may need to share certain information, including Personal Information, with Professionals over our Planform, as it is necessary to enable you to obtain Professional Services over our Platform and ensure adequate performance of the contract between CTH and its Users. This includes the following disclosure of information:

When a User requests a quote for Professional Services from our network of Professionals, engages a Professional or requests a quote from a specific Professional profile, certain information about you is shared with the Professional (and Firm, if applicable), including your full name and name of your Organization, if applicable, certain information about your need for Professional Services shared in our survey including practice area, type of job, and other information you agree to provide in your request. When your engagement of the Professional is confirmed, we may disclose additional information to your Professional to assist with coordinating the Professional Services, like your phone number or email.
When you as a Professional (or Firm, if applicable) have a confirmed an engagement, certain information is shared with the Client (and the Client’s organization, if applicable) to coordinate the Professional Services requested, such as your profile, full name, address, email, phone number, scope of work, billing items and other information that you choose to share with a Client during the provision of Professional Services over our Platform.

We do not share your billing and payout information.
(c) Profiles, Listings, and other Public Information of Professionals
The CTH Platform lets Professionals publish information, including Personal Information, that is visible to the general public. For example:

Parts of each Professional’s public profile page, such as your first and name, profile photo, your Firm, work history, biography/description, city, practice areas, experience, rating and reviews, are publicly visible to others (a “Profile”). Your precise location, calendar availability and other information may be shared where you have provided your consent.
Professionals that choose to post Fixed-Fee Services will have one or more pages for Professional Services on a pre-quoted basis available for viewing by the general public, including your profile photo, practice areas, prices for Fixed-Fee Services, scope of work for Professional Services provided on a Fixed-Fee basis, reviews, profile photo, and biography.
After completing a job for Professional Services, Clients will have the ability to write Reviews and rate their Professional for that engagement. Reviews and Ratings are a part of your public profile page and may also be surfaced elsewhere on the CTH Platform (such as a listing of a Fixed-Fee Service).
If you submit content in a community or discussion forum, blog or social media post, or use a similar feature on the CTH Platform, that content is publicly visible.

Based on our legitimate interest to promote the CTH Platform we may display parts of the CTH Platform (e.g., your Profile page or Professional Services) on sites operated by CTH’s business partners, using technologies such as widgets or APIs. If your Listings are displayed on a partner’s site, information from your public profile page may also be displayed.
Information you share publicly on the CTH Platform may be indexed through third party search engines. In some cases, you may opt-out of this feature in your Account settings. If you change your settings or your public-facing content, these search engines may not update their databases. We do not control the practices of third party search engines, and they may use caches containing your outdated information.
(d) Additional Services used by Professionals
Professionals may need to use third party services available through our Platform to assist with managing their Professional Services or providing additional services requested by you, such as a calendar provider, accounting software, or legal practice management software. Professionals may use features on the Platform to share information about a Client (like organization name, file number, account number, general nature of matter) with such third party service providers for the purposes of coordinating the delivery of Professional Services. Professionals are responsible for third party service providers they use and ensuring those service providers process and maintain Client information securely and in compliance with applicable law including, but not limited to, data privacy and data protection laws, professional codes of conduct or ethics, and law applicable to solicitor-client or lawyer-client privilege.
(e) Compliance, Professional Requests, Preventing Harm and Protection of our Rights.
CTH, either directly or through its Payments Data Controller, may disclose your information, including Personal Information, to courts, law enforcement, governmental authorities, tax authorities, or authorized third parties, if and to the extent we are required to do so by law or if such disclosure is reasonably necessary: (i) to comply with our legal obligations, (ii) to comply with legal process and to respond to claims asserted against CTH, (iii) to respond to valid requests relating to a criminal investigation or alleged or suspected illegal activity or any other activity that may expose us, you, or any other of our Users to legal liability, (iv) to enforce and administer our Terms of Service, payment terms, or other agreements with Professionals, Clients or other Users, or (v) to protect the rights, property or personal safety of CTH, its employees, its Professionals, Clients, or members of the public. For example, Professional or Firm tax information may be shared with tax authorities or other governmental agencies. For the avoidance of doubt, we will only provide disclosure to the extent necessary and will not disclose any information which is properly the subject of our common interest in protecting solicitor-client privilege between Professionals and Clients on our Platform, including information which specifying which Professional represented you or your Organization.
Such disclosure may be necessary to comply with our legal obligations, for the protection of your or another person's or Organization’s vital interests or for the purposes of our or a third party’s legitimate interest in keeping the CTH Platform secure, preventing harm or crime, enforcing or defending legal rights, facilitating the collection of taxes and prevention of tax fraud or preventing damage.
Where appropriate, we may notify Professionals or Clients about legal requests unless: (i) providing notice is prohibited by the legal process itself, by court order we receive, or by applicable law, or (ii) we believe that providing notice would be futile, ineffective, create a risk of injury or bodily harm to an individual or group, or create or increase a risk of fraud upon our property, our Members and our Platform. In instances where we comply with legal requests without notice for these reasons, we will attempt to notify that Member about the request after the fact where appropriate and where we determine in good faith that we are no longer prevented from doing so.
(f) Service Providers
CTH may use a variety of third-party service providers to help us provide services related to the CTH Platform, including, but not limited to, Payments Services. Service providers may be located inside or outside of Canada, the United States or the European Economic Area (“EEA”). In particular, our service providers may be based in Europe, India, Asia Pacific or South America.
For example, service providers may help us: (i) verify your identity or authenticate your identification documents, (ii) check information against public databases, (iii) conduct background or police checks, fraud prevention, and risk assessment, (iv) perform product development, maintenance and debugging, (v) allow the provision of Professional Services through third party platforms and software tools (e.g. through the integration with our APIs), (vi) provide customer service, advertising, or payments services, or (vii) process, handle or assess insurance claims or other similar claims. These providers have limited access to your personal information to perform these tasks on our behalf, and are contractually bound to protect the Personal Information and only use the personal information in accordance with our instructions, and only insofar is necessary for the provision of required services.
We will need to share your information, including Personal Information, if necessary, in order to ensure the adequate performance of our contract with you.

8. Your Choices & Rights
(a) Limiting Information Collected and Opting-out
You have choices with respect to the promotional messages that you choose to receive.

You can limit the information you provide to CTH.
Participation in promotions and marketing programs is voluntary.
You can limit the communications that CTH sends to you.
To opt-out of marketing emails, simply click the link labeled “unsubscribe” at the bottom of any marketing email we send you or access the notification settings in your CTH Account.

You may exercise any of the rights described in this section by sending an email to help@canadataxhelp.ca. Please note that we may ask you to verify your identity and request before taking further action on your request.
(b) Managing your Information
You may access and update some of your information through your Account settings. If you have chosen to connect your CTH Account to a third-party application, like Facebook or Google, you can change your settings and remove permission for the app by changing your Account settings. You are responsible for keeping your personal information up-to-date.
(c) Rectification of Inaccurate or Incomplete Information
You have the right to ask us to correct inaccurate or incomplete personal information about you (and which you cannot update yourself within CTH Account).
(d) Data Access and Portability
In some jurisdictions, applicable law may entitle you to request copies of your personal information held by us. You may also be entitled to request copies of personal information that you have provided to us in a structured, commonly used, and machine-readable format and request us to transmit this information to another service provider (where technically feasible).
(e) Data Retention and Erasure
We generally retain your personal information for as long as is necessary for the performance of the contract between you and us and to comply with our legal obligations. In certain jurisdictions, you can request to have all your personal information deleted entirely. Please note that if you request the erasure of your Personal Information:

We may retain some of your personal information as necessary for our legitimate business interests, such as fraud detection and prevention and enhancing safety. For example, if we suspend a CTH Account for fraud or safety reasons, we may retain certain information from that CTH Account to prevent a User from opening a new CTH Account in the future.
We may retain and use your personal information to the extent necessary to comply with our legal obligations. For example, CTH and our Payments Data Controller may keep some of your information for tax, legal reporting and auditing obligations.
Information you have shared with others (e.g., Reviews, forum postings) may continue to be publicly visible on the CTH Platform, even after your CTH Account is cancelled. However, attribution of such information to you will be removed. Additionally, some copies of your information (e.g., log records) may remain in our database, but are disassociated from personal identifiers.
Because we maintain the CTH Platform to protect from accidental or malicious loss and destruction, residual copies of your personal information may not be removed from our backup systems for a limited period of time.

(f) Withdrawing Consent and Restriction of Processing
If we are processing your personal information based on your consent you may withdraw your consent at any time by changing your Account settings or by sending a communication to CTH specifying which consent you are withdrawing. Please note that the withdrawal of your consent does not affect the lawfulness of any processing activities based on such consent before its withdrawal. Additionally, in some jurisdictions, applicable law may give you the right to limit the ways in which we use your personal information, in particular where (i) you contest the accuracy of your personal information; (ii) the processing is unlawful and you oppose the erasure of your personal information; (iii) we no longer need your personal information for the purposes of the processing, but you require the information for the establishment, exercise or defence of legal claims; or (iv) you have objected to the processing pursuant to paragraph 8(g) and pending the verification whether the legitimate grounds of CTH override your own.
(g) Objection to Processing
In some jurisdictions, applicable law may entitle you to require CTH and the Payments Data Controller not to process your personal information for certain specific purposes (including profiling) where such processing is based on legitimate interest. If you object to such processing CTH and the Payments Data Controller will no longer process your personal information for these purposes unless we can demonstrate compelling legitimate grounds for such processing or such processing is required for the establishment, exercise or defence of legal claims.
Where your personal information is processed for direct marketing purposes, you may, at any time ask CTH to cease processing your data for these direct marketing purposes by sending an e-mail to help@canadataxhelp.ca.
(h) Lodging Complaints
You have the right to lodge complaints about our data processing activities by filing a complaint with us. Please see “Contact Us” section below.

9. Termination
This Agreement will automatically terminate without any further act or communication by either the Professional or the Client when the Professional has completed the Services set forth in Section 3(a) herein and the Client has made payment for such Services. The Professional will not provide further services to the Client without entering into a further written agreement outlining the nature and scope of those Services.

10. Confidentiality
Your Professional is obligated at all times to preserve the confidentiality of Personal Obligation you disclose over the Platform, subject only to applicable law and that Professional’s professional and ethical obligations. Information that you share with your Professional over the Platform in connection with the provision of Professional Services is subject to solicitor-client privilege.
This duty of confidentiality includes, under applicable professional rules, that the Professional’s must not disclose having been consulted or retained by you about this matter unless you consent to our doing so. Our acceptance of this matter is on the basis that you consent to our disclosing to third parties from time to time that we represented you in this matter and to our disclosing to third parties a general description of the matter. Such disclosure would not in any way extend to any sensitive information or to any details beyond a general description of the transaction.
Because your Professional owes this duty of confidentiality to all clients, the Professional will not disclose to you information held in confidence for others (even where such confidential information would be relevant to that Professional’s representation of you) or disclose to others information the Professional holds in confidence for you (even where such confidential information may be relevant to the Professional’s representation of other individuals or Organizations).

11. Security
We are continuously implementing and updating administrative, technical, and physical security measures to help protect your information against unauthorized access, loss, destruction, or alteration. Some of the safeguards we use to protect your information are firewalls and data encryption, and information access controls. If you know or have reason to believe that your CTH Account credentials have been lost, stolen, misappropriated, or otherwise compromised or in case of any actual or suspected unauthorized use of your CTH Account, please contact us following the instructions in the Contact Us section below.

12. Changes to this Policy
CTH reserves the right to modify this Policy at any time and from time to time in accordance with this provision. If we make changes to this Policy, we will post the revised Privacy Policy on the CTH Platform and update the “Last Updated” date at the top of this Policy. We will also provide you with notice of the modification by email at least thirty (30) days before the date they become effective. If you disagree with the revised Policy, you may cancel your Account. If you do not cancel your Account before the date the revised Policy becomes effective, your continued access to or use of the CTH Platform will be subject to the revised Policy and you will be deemed to have consented to the revised Policy.

13. Capacity to Contract
The Client hereby represents and warrants: (i) if the User is the Client, that you are of the minimum legal age capable of forming a binding contract in the jurisdiction in which the Client is resident; and (ii) if the Client is an Organization, that the User has all authority and capacity to contract on behalf of the Client.

14. Severability
If any term, provision, covenant, or condition of this Policy is held invalid or unenforceable for any reason, the remainder of the provisions shall continue in full force and effect as if this Agreement had been executed with the invalid portion thereof eliminated.

15. No Professional-Client Relationship
CTH is not a law firm or accounting firm or consulting firm and may not perform legal or accounting or consulting services directly. CTH provides an online Platform to give users a general understanding of their options in dealing with tax matters in Canada and allows clients to connect and work with a network of lawyers, accountants, bookkeepers and other professionals over our Platform. The Website and Application may include general information on commonly encountered legal or tax issues. However, we do not directly provide legal, accounting or tax advice and at no time do we review the answers or services of any professional for sufficiency and effectiveness, draw legal conclusions, provide professional (including legal or accounting or tax) advice, documents, opinions or recommendations about your legal rights, remedies, defenses, options, selection of forms, or strategies, or apply the law to the facts of your particular situation.

16. Contact Us
If you have any questions or complaints about this Policy or our information handling practices, you may email us at help@canadataxhelp.ca.