Privacy Policy

Effective Date: June 4, 2026

1. Who we are

TaxNorth.ca is a service of Ascendant Canada Ltd., an Alberta corporation, operating under the trade name TaxNorth.ca. We provide AI-powered educational information about the Canadian tax system and connect users with independent licensed tax professionals across Canada. This Privacy Policy explains how we collect, use, and protect your personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable Canadian privacy laws. You can reach us at hello@taxnorth.ca

2. Information we collect

We collect the following types of personal information:

Conversation data

When you use the TaxNorth chat, your messages and AI-generated responses are stored to provide conversational continuity and improve the quality and relevance of the service.

Contact and profile information

If you request a professional connection, we collect your name, email address, province or location, preferred language, and a description of your tax situation.

Payment information

When you pay the $19.99 CAD connection fee, payment is processed securely by Helcim, our payment processor. TaxNorth.ca does not store your credit card number or full payment details. We only retain a record of the transaction for billing and service purposes.

Usage data

We collect limited usage data such as pages visited, session duration, and general interaction patterns. This information is used in aggregated or anonymized form where possible to improve the Platform.

3. How we use your information

We use your personal information to:

— Provide AI-based educational responses about Canadian taxation

— Operate and improve the Platform

— Support multilingual service in 12 languages

— Facilitate connections with independent licensed accountants

— Process platform access and connection fee payments

— Communicate with you about your service requests

— Ensure security and prevent misuse of the Platform

4. Consent

By using TaxNorth.ca, you consent to the collection, use, and processing of your personal information as described in this Privacy Policy.

When you request a connection with a licensed professional, you explicitly consent to the sharing of your relevant contact and tax situation information with that independent third-party professional for the purpose of providing services.

You may withdraw consent at any time, subject to legal or contractual restrictions, by contacting us at hello@taxnorth.ca. Withdrawal of consent may limit your ability to use certain features of the Platform.

5. Professional services marketplace

TaxNorth connects users with independent licensed accountants across Canadian provinces. When a connection is made:

— Your contact information and tax situation summary are shared with the matched professional

— Accountants are independent third-party professionals

— TaxNorth.ca does not control or supervise these professionals

— Any agreement for services is strictly between you and the professional

TaxNorth.ca is not responsible for the quality, accuracy, or outcome of services provided by independent professionals.

6. Third-party service providers

TaxNorth uses third-party service providers to operate and support the Platform, including services that process, store, or transmit data on our behalf. These include providers for:

AI processing: generating responses to user queries

Database hosting: storing conversation history and contact information, hosted in Canada

Email delivery: sending notifications and magic links

Payment processing: securely handling connection fee transactions (Helcim)

Analytics: measuring Platform usage in anonymized form

All third-party providers are selected for their compliance with applicable privacy and security standards. We do not sell your personal information to any third party.

7. Data retention

We retain personal information only for as long as necessary to provide the service, comply with legal obligations, resolve disputes, and improve Platform functionality. Typical retention periods:

Conversation data: up to 12 months after last interaction

Professional connection data: up to 24 months

Payment records: as required by Canadian tax law (typically 7 years)

You may request deletion of your personal data at any time by contacting hello@taxnorth.ca, subject to our legal retention obligations.

8. Multilingual service

TaxNorth provides services in 12 languages — English, French, Spanish, Mandarin, Arabic, Punjabi, Romanian, Ukrainian, Japanese, Korean, Dari, and Turkish — to improve accessibility for newcomers to Canada. Some AI-generated content may be translated automatically and may contain inaccuracies. Users should verify critical tax information with a licensed professional.

9. Your rights

Under Canadian privacy law (PIPEDA), you have the right to:

— Access the personal information we hold about you

— Request correction of inaccurate data

— Withdraw consent (subject to legal or contractual obligations)

— Request deletion of your personal information

To exercise any of these rights, contact us at hello@taxnorth.ca. We will respond to all valid requests within 30 days.

10. Security

We implement appropriate technical and organizational measures to protect your personal information, including encrypted data transmission, row-level security on our database, and secure storage of credentials. Payment data is handled entirely by our PCI-compliant payment processor and is never stored on TaxNorth servers. Despite our efforts, no system is completely secure — we encourage you to use strong passwords and contact us immediately if you suspect unauthorized access to your information.

11. Changes to this policy

We may update this Privacy Policy from time to time. The effective date at the top of this page indicates when it was last updated. We encourage you to review this page periodically. Continued use of TaxNorth.ca after changes constitutes acceptance of the updated policy.

12. Contact

For any privacy-related questions, requests, or concerns, contact us at hello@taxnorth.ca
Ascendant Canada Ltd. — Alberta, Canada