Privacy Policy
NextGen Taxes ("NextGen," "we," "us," or "our") is committed to protecting the personal information of the Canadians we serve. This Privacy Policy explains what personal information we collect, why we collect it, how we use and protect it, and the choices you have. It is intended to align with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy laws, including Alberta's Personal Information Protection Act (PIPA).
NextGen Taxes is NextGen Taxes, a partnership registered in Alberta, based in Calgary, Alberta, Canada. If you have questions about this policy or your personal information, contact us at hello@nextgentaxes.ca or 403-923-2844.
1. The personal information we collect
Depending on how you use our service, we may collect:
- Contact and identity details — your name, email address, phone number, preferred contact method, and family or marital situation.
- Tax and financial information — income slips (such as T4, T4A, T5008), tuition forms (T2202), contribution receipts, investment and platform-earnings summaries, and other documents needed to prepare your return.
- Your Social Insurance Number (SIN) — required by the Canada Revenue Agency to file your return. Providing it on our intake form is optional: you can enter it there if that is easiest, or leave it blank and give it to your specialist by phone or through our secure portal instead. We only ever use it to prepare and file your return.
- Payment information — billing and payment are handled through QuickBooks Online (Intuit). We do not store full payment card details.
- Communications — the messages you exchange with your specialist by email, text, WhatsApp, or phone.
- Website and usage data — see "Cookies and analytics" below.
2. How we collect it
We collect personal information directly from you: through our online intake form (hosted by HubSpot), through our secure document-upload portal, and through your communications with your assigned tax specialist. If you would rather not enter sensitive details online, you can give them to your specialist by phone instead. We collect website usage data automatically through analytics tools.
3. Why we collect it
We use your personal information to: verify your situation and prepare and file your income tax return; communicate with you through your chosen channel; process payment for our services; meet our legal, regulatory, and record-keeping obligations, including those of the Canada Revenue Agency (CRA); and improve our services. We use it only for the purposes for which it was collected, or for purposes to which you consent.
4. Consent
By providing your personal information and using our service, you consent to its collection, use, and disclosure as described in this policy. You may withdraw your consent at any time, subject to legal and contractual limits, by contacting us. If you withdraw consent before your return is filed, we will stop work and will not charge you; if your return has already been filed, we must keep the records the Canada Revenue Agency requires us to keep.
5. How we share your information
We do not sell your personal information. We share it only as needed to provide the service:
- With your assigned tax specialist, who prepares and reviews your return.
- With the Canada Revenue Agency, when we file your return on your behalf and with your authorization.
- With service providers who process information on our behalf under contract, including our intake and client-management platform (HubSpot), our tax-preparation platform (TaxTron), our billing and payment platform (QuickBooks Online, from Intuit), our communications tools (including WhatsApp/Meta), and our analytics providers.
- Where required or permitted by law.
6. Where your information is stored
Your tax documents and tax information are stored in Canada. Our intake and client records run in HubSpot's Canadian data region, and TaxTron — the CRA-certified platform where your return is prepared and filed — is a Canadian company that stores client data in Canada. This is the information that matters most, and it stays here.
We want to be precise about the rest. Three supporting tools are operated by companies outside Canada and may process limited information outside Canada, including in the United States: our billing and payment platform (QuickBooks Online, from Intuit), our website analytics, and messaging apps if you choose to reach us that way. What that involves is your name, contact details and what you paid us, plus technical data such as your IP address and the pages you viewed. Where information is processed in another country it may be accessible under that country's laws. Your tax documents, your return, and your Social Insurance Number are never handled this way.
7. How we protect it
Your documents are uploaded through an encrypted, secure portal and are accessible only to you and your assigned tax specialist. We apply administrative, technical, and physical safeguards appropriate to the sensitivity of the information, including encryption in transit and at rest, access limited to the people who need it to do their work, multi-factor authentication on our business systems, and confidentiality obligations on everyone who handles client information. No method of transmission or storage is completely secure, but we work to protect your information using industry-standard measures.
8. How long we keep it
We retain your personal information for as long as needed to provide the service and to meet legal and CRA record-keeping requirements — generally six years from the end of the tax year the records relate to, which is the period the Canada Revenue Agency expects tax records to be kept. After that, we securely delete or anonymize it.
9. Your rights
Subject to applicable law, you have the right to access the personal information we hold about you, to request corrections, and to withdraw consent. To make a request, contact us at hello@nextgentaxes.ca. If you are not satisfied with our response, you may contact the Office of the Privacy Commissioner of Canada, or your applicable provincial privacy regulator.
10. Cookies and analytics
Our website uses cookies and similar technologies for analytics and to improve your experience, including Google Analytics and HubSpot. These tell us things like which pages people read and where visitors come from. They are not used to identify you personally, and we do not sell this information. You can block or delete cookies through your browser settings at any time; the site will still work.
11. Minors
Our service is intended for people aged 18 and over. We are happy to prepare a return for someone younger — students often need one — but we ask a parent or legal guardian to provide consent first, and we handle that information with the same protections described in this policy.
12. Changes to this policy
We may update this policy from time to time. We will post the updated version here with a revised "Last updated" date. Material changes will be communicated as required by law.
13. Contact us
Questions about this policy or your personal information? Email hello@nextgentaxes.ca or call us at 403-923-2844. We answer privacy questions the same way we answer tax questions: in plain language, from a real person.