Privacy Policy

Introduction

TaxGrit, Inc. ("TaxGrit", "we", "our", or "us") provides a private tax preparation and document organization platform for individuals, families, and tax firms. We are committed to protecting your privacy and handling your data in a transparent and secure manner.

TaxGrit is a private software platform. We are not a government service and are not affiliated with, endorsed by, or authorized by the Canada Revenue Agency (CRA) or any other government authority.

This Privacy Policy explains what information we collect, how we use it, and the rights you have regarding your data.

Government Services Disclaimer

• TaxGrit does not file tax returns, submit documents, or transmit data to any government authority.
• TaxGrit does not access, connect to, or retrieve information from the Canada Revenue Agency or any government system.

All tax-related information entered into the app is manually provided by users. Any documents, forms, or exports generated using TaxGrit must be manually submitted by the user to official government platforms of their choice.

Information We Collect

We collect information only when users voluntarily provide it or when it is required for core functionality.

A. Account Information

• Name
• Email address
• Phone number (if provided)
• Login credentials

B. Tax Preparation Information (User-Entered)

• Income details
• Deductions and credits
• Spouse and dependent information
• Other tax-related information manually entered by the user

C. Documents Uploaded by Users

• Receipts
• Statements
• Tax-related PDFs, images, and documents

D. Communication Data

• Messages sent through in-app chat with a private tax professional or firm
• Support tickets and help desk communications

E. Electronic Signatures

• Signatures applied by users to documents within the app

Information We Do Not Collect

TaxGrit does not:

• Automatically collect tax data
• Retrieve information from CRA or any government system
• Access bank accounts
• Track users across other apps or websites
• Use personal data for advertising or profiling
• Sell or rent personal data

Automatically Collected Technical Information

For security, stability, and performance only, we may automatically collect:

• Device type
• Operating system and app version
• Login timestamps
• Error logs and crash diagnostics

This data never includes tax content, uploaded documents, or financial details.

How We Use Your Information

We use collected information solely to provide and operate the platform, including to:

• Allow users to enter and organize tax-related information
• Securely store uploaded documents
• Track preparation and workflow progress
• Send reminders and notifications
• Enable communication with selected tax professionals or firms
• Support electronic signatures
• Provide customer support
• Prevent unauthorized access and fraud
• Maintain system security and performance

Payments and Invoices

If invoices or payments are displayed in the app:

• Payments are processed by trusted third-party payment processors
• TaxGrit does not store full credit or debit card numbers
• Financial information is handled securely by compliant payment providers

Data Sharing and Disclosure

TaxGrit does not sell personal data.

We may share information only in the following limited circumstances:

• With secure service providers (cloud hosting, authentication, storage) under strict confidentiality obligations
• When required by law, court order, or legal process

TaxGrit does not share personal or tax-related data with the Canada Revenue Agency or any government authority.

Data Security

We use industry-standard safeguards to protect your data, including:

• Encrypted data storage
• Secure authentication and access controls
• PIN, password, and optional two-factor authentication
• Continuous monitoring for unauthorized access

Data Retention and Deletion

• Data is retained only while an account is active
• Users may delete documents or close their account at any time
• Upon account deletion, data is permanently removed unless retention is legally required

User Rights

Users have the right to:

• Access and review their personal data
• Correct or update inaccurate information
• Download or export their data
• Delete their data or account
• Contact support for privacy-related requests

Children's Privacy

TaxGrit is not intended for children under the age of 13. We do not knowingly collect personal information from children.

Compliance with Canadian Privacy Laws

TaxGrit complies with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be reflected by updating the "Last updated" date. Users are encouraged to review this policy periodically.

Contact Information

For questions or requests related to privacy or data protection:

Email: privacy@taxgrit.com

Website: https://www.taxgrit.com