Privacy Policy
Privacy Policy
Anchor Tax Pros (“Anchor Tax Pros”, “We”, “Us”, “Our”) operates as a bookkeeping, tax preparation, and business advisory service based in Ontario, Canada. This Privacy Policy explains how we collect, use, disclose, store, and protect Personal Information through our website and in the course of providing our Services.
We are committed to protecting your privacy and handling your information responsibly in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).
By visiting our website or using our Services, you consent to the practices described in this Privacy Policy.
WHAT DOES THIS PRIVACY POLICY COVER?
This Privacy Policy applies to all Personal Information we collect about identifiable individuals (“Users”, “Clients”, or “You”) who interact with our website or engage our bookkeeping, tax, and advisory Services.
It does not apply to the practices of third-party service providers (such as Google or Stripe), who have their own privacy policies.
INFORMATION WE COLLECT
Client and Account Information
When you engage our Services or create an account, we collect:
- Contact details (name, email address, phone number, mailing address)
- Business information
- Login credentials (username and password)
- Financial and tax-related documents and data you provide or upload
- Any other information you voluntarily submit
Usage and Technical Data
We may automatically collect:
- IP address and device information
- Browser type and operating system
- Usage patterns, pages visited, and session duration
Payment Information
We collect billing details necessary to process payments. We use Stripe as our payment processor. We do not store full credit card numbers on our systems.
HOW WE USE YOUR INFORMATION
We use Personal Information to:
- Provide, deliver, and improve our bookkeeping, tax preparation, and advisory Services
- Communicate with you (invoices, reports, updates, and important notices)
- Process payments
- Maintain and secure your account
- Generate internal analytics and improve our services
- Comply with legal and regulatory obligations (including tax and anti-money laundering requirements)
COOKIES AND TRACKING TECHNOLOGIES
We use cookies and similar technologies to recognize you, remember preferences, analyze website traffic, and improve user experience. You can manage cookie preferences through your browser settings. Disabling cookies may limit access to certain features.
SECURITY AND STORAGE
Security Measures
We take reasonable and appropriate technical, administrative, and physical safeguards to protect your Personal Information. This includes the use of a VPN for secure connections and Google Drive as a secure platform for document storage and collaboration.
Storage Location
Your information is primarily stored on secure servers in Canada. Certain service providers (including Google Drive and Stripe) may process or store data in the United States or other jurisdictions. By using our Services, you consent to such transfers. We use contractual protections to help ensure your information receives an adequate level of protection in those jurisdictions.
Data Breach Responsibility
While we maintain strong security practices, no system is completely infallible. We are not liable for data breaches caused by factors beyond our reasonable control (such as sophisticated cyberattacks or compromises of third-party services like Google Drive). In the event of a breach that creates a real risk of significant harm, we will notify affected individuals and the Office of the Privacy Commissioner of Canada as required by law.
You are responsible for keeping your account credentials confidential and notifying us immediately if you suspect unauthorized access.
DISCLOSURE OF PERSONAL INFORMATION
We may share your Personal Information with:
- Google Drive – for secure document storage and file sharing (governed by Google’s privacy policy)
- Stripe – for payment processing
- Trusted service providers (IT support, cloud hosting, professional advisors) who are bound by confidentiality and security obligations
- Regulatory authorities or law enforcement where required by law
We do not sell your Personal Information to third parties.
RETENTION
We retain your Personal Information only as long as necessary to fulfill the purposes for which it was collected, comply with legal and regulatory obligations (including CRA record-keeping requirements), resolve disputes, and protect our legitimate business interests. Once no longer needed, we securely delete or anonymize it.
YOUR RIGHTS
You have the right to:
- Access the Personal Information we hold about you
- Request correction of inaccurate or incomplete information
- Withdraw your consent (subject to legal and contractual restrictions)
- Request deletion of your information (where permitted)
To exercise these rights, please contact us at anchortaxpros@gmail.com. We will respond within a reasonable time and in accordance with applicable law.
CHANGES TO THIS PRIVACY POLICY
We may update this Privacy Policy from time to time. Material changes will be communicated via our website and/or email. Your continued use of our Services after changes are posted constitutes your acceptance of the updated policy.
Last Updated: May 8, 2026
Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us at: anchortaxpros@gmail.com
Anchor Tax Pros (“Anchor Tax Pros”, “We”, “Us”, “Our”) provides bookkeeping, tax preparation, and business advisory services. This Legal Disclaimer governs your use of our website, services, and all related communications.
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No Professional Advice Guarantee The information, documents, reports, and materials provided by Anchor Tax Pros are for general informational and educational purposes only. They do not constitute professional legal, accounting, tax, financial, or business advice. We are not acting as your lawyer, accountant, or financial advisor unless we have expressly agreed to do so in a signed engagement letter.
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No Guarantees or Warranties We make no representations or warranties of any kind, express or implied, regarding the accuracy, completeness, reliability, or results of our services. Tax laws and regulations change frequently, and outcomes depend on your specific circumstances. We do not guarantee any specific tax savings, refunds, audit results, or business outcomes.
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Client Responsibility It is your responsibility to review all work we perform, provide complete and accurate information, and consult with a qualified professional (such as a Chartered Professional Accountant or lawyer) where appropriate. You are solely responsible for your own tax filings, business decisions, and compliance with all applicable laws.
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Limitation of Liability To the maximum extent permitted by law, Anchor Tax Pros, its owners, employees, contractors, and agents shall not be liable for any direct, indirect, incidental, special, consequential, or punitive damages arising out of or related to our services, website, or any information provided. Our total liability shall not exceed the total fees you paid to us for the specific service giving rise to the claim.
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Third-Party Services We may use third-party tools and platforms (including Google Drive and Stripe). We are not responsible for the performance, privacy practices, or security of these third-party services.
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VPN and Data Security We use a VPN and secure platforms to protect data; however, we are not liable for data breaches or security incidents caused by factors beyond our reasonable control, including cyberattacks, third-party failures, or your own actions.
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Governing Law This Disclaimer and any services provided by Anchor Tax Pros are governed by the laws of the Province of Ontario and the federal laws of Canada. Any disputes shall be resolved exclusively in the courts of Ontario.
By using our website or engaging our Services, you acknowledge that you have read, understood, and agree to this Legal Disclaimer.
Last Updated: May 8, 2026