Legal

Privacy Policy

What information TaxJet AI handles, why, and the choices you have. It covers this website and the TaxJet AI service.

Last updated September 19, 2026

Draft for legal review

Security

On this page

Who this policy covers

TaxJet AI provides an AI workspace for Canadian accounting firms. This policy applies to visitors to this website, to firms that use the service and their team members, and to the information about a firm’s clients that the firm adds to the service.

When a firm uses TaxJet AI to work on its clients’ files, the firm decides what is added and why. We handle that information on the firm’s behalf, under our agreement with the firm. If you are a client of an accounting firm and have a question about your information, please contact your firm first.

Information we handle

Information you give us

Your name, work email, firm name, team size and anything you write when you book a demo or contact us, and the account details of team members who use the service.

Client information a firm adds

The documents and records a firm uploads or brings in so that work can be prepared: for example financial records, tax slips, receipts, CRA letters, accounting-system data, and the questions a team asks. Where a firm uses client history, this includes records of calls, emails and text messages with its clients.

Information collected automatically

Basic technical information, such as browser and device type, pages visited and actions taken in the service. We use it to keep the service secure and working.

How we use information

To provide the service: reading documents, preparing work for review, answering research questions and keeping a record of activity.
To arrange demos and respond to requests.
To keep the service secure, prevent misuse and fix problems.
To meet our legal obligations.

We do not use client documents, questions or outputs to train AI models, and we do not sell personal information.

AI processing and human review

TaxJet AI uses AI models to read, extract, analyze and draft. What it produces is prepared for an accountant’s review. An accountant at the firm reviews and approves the work before it is finalized or submitted. TaxJet AI does not file returns or send responses to the CRA on its own.

When information is shared

With service providers that help us run the service, such as hosting and AI model providers, under contracts that limit how they may use the information.
With the software a firm chooses to transfer approved work to, such as CaseWare or its tax software.
When the law requires it, or to protect the rights and safety of our users and others.
As part of a business transaction such as a merger, with notice where the law requires it.

How information is protected

Client data is encrypted in transit and at rest.
Team permissions control who can open each client’s information.
Activity is recorded: who viewed, changed or approved what, and when.

No system is perfectly secure. If we learn of a breach that creates a real risk of significant harm, we will notify the affected firms, the affected individuals and the regulator as the law requires. More detail is on the Security and data handling page.

Where information is stored

We tell a firm where its information is stored and processed before the firm starts using the service.

Retention and deletion

We keep information for as long as a firm’s account is active and as needed to provide the service. A firm can ask us to delete its information. When an agreement ends we delete or anonymize the information, unless the law requires us to keep it.

Your rights and choices

Canadian privacy law, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and provincial laws where they apply, lets you ask what personal information an organization holds about you and ask for corrections.

If your information was provided by your accounting firm, contact the firm first, and we will help the firm respond. For information we hold about you directly, contact us using the details below. You may also contact the Office of the Privacy Commissioner of Canada.

Changes to this policy

We post updates on this page and change the date at the top. If a change is significant, we tell the firms that use the service.

Contact

Send privacy questions through the Book a demo form and mark them for the privacy officer. Firms that use the service can also use the contact named in their agreement.

Questions about this document?

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Professional Use & AI Disclaimer

TaxJet is an AI-powered platform designed to assist accounting professionals. It is not an accounting firm, law firm, or substitute for qualified professional advice. Use of TaxJet does not create an accountant–client, adviser–client, or solicitor-client relationship. AI-generated outputs may be inaccurate, incomplete, outdated, or include incorrect citations. TaxJet does not guarantee the accuracy, completeness, or suitability of any output for a particular client, jurisdiction, or purpose. All outputs must be independently verified against original sources, client records, and applicable laws and professional standards before being relied upon, shared with clients, or used in a filing. Users retain responsibility for professional judgment, client advice, calculations, submissions, deadlines, and compliance obligations. TaxJet does not guarantee tax savings, regulatory compliance, or acceptance by any tax authority. Use is subject to our Terms of Service and Privacy Policy.

CaseWare, Taxprep, Cantax and CCH iFirm are trademarks of their respective owners.

The AI workspace for Canadian accounting firms.

Support
help@taxjet.ai

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