Last updated: January 29, 2026
Protecting your personal information is a fundamental priority. We handle highly sensitive tax information and are committed to safeguarding it with rigor, transparency, and respect, in accordance with applicable privacy and tax laws in Canada.
1. Person Responsible for the Protection of Personal Information
The person responsible for the protection of personal information is:
Name: Pierre-Michel Brown
Email: protection@elio-tax.com
This person is responsible for ensuring compliance with legal obligations, responding to requests, and overseeing the management of personal information.
2. Personal Information Collected
We collect only the personal information necessary to provide our tax services, including:
Name and contact information
Tax and financial information
Tax documents submitted by the client
Information required for communication and file follow-up
Social Insurance Number (SIN)
For security reasons:
The SIN is never requested directly through platform forms.
It is obtained only from tax documents provided by the client.
These documents are stored in a separate and secure database, distinct from the rest of the client file information.
3. Purposes of Collection and Use
Personal information is used exclusively to:
Prepare, file, and retain your tax return
Comply with legal and regulatory obligations
Communicate with you regarding your file
Send reminder emails related to your tax return (no promotional newsletters)
No personal information is used for purposes incompatible with these objectives.
4. Access to Information and Internal Controls
Access to personal information is strictly controlled:
Only the tax professional assigned to your file has access to tax documents and returns.
Administrative staff may access certain file information for follow-up purposes, without access to documents or tax returns.
Every file access is logged, including:
the identity of the person accessing the file,
the date and time of access.
These measures ensure a high level of traceability and accountability.
5. Data Hosting and Security
Personal information is protected by robust security measures, including:
Data hosting on servers located in Canada
Separation of production and testing environments
Role-based access controls
Access logging
Technical and organizational measures designed to prevent unauthorized access, loss, or disclosure
Technology service providers are contractually required to comply with strict confidentiality and privacy obligations.
6. Retention of Personal Information
In accordance with tax authority requirements:
Tax documents must be retained for a minimum period of six (6) years.
After this period:
documents are securely deleted,
certain basic file information may be retained for administrative or compliance purposes, without retaining tax documents.
7. Disclosure of Personal Information
Personal information may be disclosed only:
To tax authorities (Canada Revenue Agency, Revenu Québec), when required
To essential technology service providers involved in delivering our services, subject to strict confidentiality obligations
No personal information is sold or shared for commercial purposes.
8. Your Rights
You have the right to:
Access your personal information
Request correction of inaccurate information
Withdraw your consent, subject to legal obligations
Obtain information about how your data is managed and protected
All requests must be directed to the person responsible for the protection of personal information.
9. Consent
Use of the platform and submission of documents are conditional upon your explicit consent to this Privacy Policy.
10. Changes to This Policy
This Privacy Policy may be updated to reflect legislative, technological, or operational changes. The most recent version is always available on our website.