Privacy Policy

Information we collect

Information We Collect We may collect the following information when you submit a request through our platform:

• Full name
• Email address
• Phone number
• General tax-related information voluntarily provided by you
• Social Insurance Numbers (SIN)
• Tax documents
• Financial account numbers

How we use information

How We Use Your Information Your information is used solely to: • Review your request • Match you with an independent tax professional • Contact you regarding your request We do not sell or rent your personal information.

Data security

At Montreal.tax, we prioritize the security of your data. We apply reasonable technical and organizational measures to protect the personal information submitted through our platform. This includes secure storage, restricted access, and standard security practices designed to prevent unauthorized access, disclosure, alteration, or misuse of data. While no online system can guarantee absolute security, we take data protection seriously and continuously review our practices to ensure alignment with privacy best practices.

Data sharing and third parties

Montreal.tax operates as a referral platform. Personal information submitted through our forms may be shared only with independent, licensed tax professionals for the sole purpose of responding to your request. We do not sell, rent, or trade personal data. Information is shared strictly on a request-by-request basis and only with professionals relevant to your selected tax needs. Montreal.tax is not responsible for the privacy practices or services provided by third-party professionals once contact is established.

Data retention

We retain submitted information only for as long as necessary to fulfill the purpose of connecting users with tax professionals. Data may be deleted periodically or upon request, unless retention is required for legal, security, or operational reasons. Users may request deletion of their personal information by contacting us directly.

Cookies and tracking technologies

Montreal.tax uses only essential cookies required for basic website functionality. We do not use advertising cookies, tracking pixels, or behavioral profiling technologies at this time.

Changes to This Privacy Policy

Montreal.tax may update this Privacy Policy from time to time to reflect changes in legal requirements, operational practices, or platform features. Any updates will be posted on this page with a revised effective date. We encourage users to review this Privacy Policy periodically to stay informed about how personal information is handled.

Contact information

If you have any questions or concerns regarding this Privacy Policy or the handling of your personal information, please contact us at: contact@montreal.tax