Privacy Policy

Last updated: January 31, 2026

This Privacy Policy explains how Numerax Tax & Accounting (“Numerax”, “we”, “us”, or “our”) collects, uses, stores, and discloses personal information when you visit our website, contact us, or engage our services. We aim to be clear and practical about how we handle data.

Information We Collect

We collect and process personal information to provide tax and accounting services and to operate our website. Common categories include:

Contact & identity information: name, email, phone, business name, and billing contact information you provide when enquiring or signing up.
Service documents & financial data: tax documents, payroll records, bank statements, invoices, and other records you provide to deliver our services.
Usage & technical data: IP address, device type, browser, pages visited, referrer, and analytics for site performance and security.
Cookies & similar technologies: small files and tokens we use for analytics, session management, and preferences. You can control cookies through your browser settings.

How We Use Information

We use personal information for the following purposes:

To provide, manage, and invoice for tax, bookkeeping, payroll, and advisory services.
To communicate with you about your account, engagements, appointments, and requested documents.
To improve and secure our services and website (analytics, diagnostics, fraud detection).
To meet legal, tax, and regulatory obligations (for example CRA reporting or record retention requirements).
With your consent, to send marketing or newsletter communications (you may unsubscribe anytime).

We do not sell personal information. We may share information in limited and controlled ways, including:

Service providers & processors: trusted third parties who help deliver services (cloud hosting, secure document providers, analytics, payment processors). We require them to protect personal data and only process it for our purposes.
Professional advisors: lawyers, accountants, or insurers when necessary to operate the business or defend legal claims.
Legal or regulatory authorities: when required by law or to respond to valid legal requests.
Business transactions: in the event of a sale, merger, or reorganization, we will protect personal information consistent with this policy.

Data Retention

We retain personal information only as long as necessary to provide services, comply with legal obligations (tax and corporate record retention), resolve disputes, and for business purposes described in this policy. Retention periods vary by document type and legal requirements.

Security

We implement administrative, technical, and physical safeguards to protect personal information. This includes access controls, encryption for data in transit and at rest where appropriate, and vendor security assessments. While we strive to keep data safe, no system is perfectly secure; if a breach occurs we will follow applicable notification rules.

Your Rights & Choices

Depending on applicable law, you may have rights including access, correction, deletion, portability, and objection to certain processing. To exercise rights or ask questions, contact us (details below). We will respond within a reasonable timeframe and subject to verification and legal restrictions.

International Transfers

Some service providers may process or store data outside Canada. We take steps (contracts, standard contractual clauses, vendor reviews) to ensure adequate protections are in place when cross-border transfers occur.

Third-Party Links

Our site may link to third-party websites with separate privacy policies. We are not responsible for their practices—review those policies before providing personal information.

Changes to This Policy

We may update this Privacy Policy periodically. We will post the updated policy and revise the “Last updated” date. Where required by law, we will notify you of material changes.

Contact Us

If you have questions, requests, or concerns about this policy or your personal information, please contact:

Email: info@numerax.co

We aim to respond to inquiries within 10 business days.