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Modern Architecture

Privacy Statement

Last updated: October 6, 2025

 

N.J. Wells Incorporated ("us", "we", or "our") operates http://www.njwellsinc.ca (the "website") and https://www.njwellsinc.taxdome.com/ (the “CRM” or “client portal”).

 

1. Our Commitment to Your Privacy

 

As a Canadian Chartered Professional Accountant, we understand the sensitivity of your personal and financial information. We are committed to protecting your privacy and complying with the Personal Information Protection and Electronic Documents Act (PIPEDA). This privacy statement explains how we collect, use, disclose, and safeguard your personal data—whether you engage with us online or in person.

 

2. What Personal Information We Collect

 

We collect only the information necessary to provide accurate and compliant tax services. This may include:

  • Full name, address, email and phone number

  • Social Insurance Number (SIN)

  • Employment and income details

  • Tax documents (e.g., tax slips, receipts, prior returns and notices of assessment)

  • IP address and browser data (for online interactions)

  • Any other information you voluntarily provide

 

3. How We Use Your Information

 

Your personal information is used strictly for professional purposes:

  • Preparing and filing tax returns

  • Communicating with you about your file or tax matters

  • Responding to Canada Revenue Agency (“CRA”) inquiries or audits (with your consent)

  • Providing financial or tax planning advice

  • Maintaining secure client records

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4. Consent

 

We obtain your consent before collecting, using, or disclosing your personal information, except where required or permitted by law. Consent may be given verbally, electronically, or in writing. You may withdraw your consent at any time, subject to legal or contractual obligations.

 

5. Disclosure of Information

 

We do not sell or rent your personal information. We may share it only with:

  • Authorized third-party service providers (e.g., secure cloud storage, tax software, CRM platforms)

  • Government agencies such as the CRA, when legally required

  • Other parties with your explicit consent

 

6. Technology Platforms and Data Security

 

To deliver secure and efficient services, we use the following platforms:

  • Microsoft OneDrive for cloud-based storage of client files and tax documents. Microsoft OneDrive secures user data with AES 256-bit encryption at rest, TLS encryption in transit, and multifactor authentication. It complies with Canadian privacy standards, and its server is located in Canada.

  • CCH iFirm Taxprep for tax preparation. This software is designed for Canadian tax professionals and adheres to industry standards for data protection and compliance. Its server is located in Canada.

  • TaxDome as our CRM and client portal. TaxDome allows you to securely upload documents, communicate with us, access your files and sign your tax return(s). TaxDome employs robust security measures including 256-bit SSL encryption, Amazon AWS hosting and daily backups to safeguard client data. It also complies with major standards like SOC 2 and offers two-factor authentication. It complies with Canadian privacy standards, and its server is located in Canada.

 

We also implement internal safeguards, including:

  • Password-protected systems and two-factor authentication

  • Staff training in confidentiality and data handling

  • Locked physical files for in-person documentation

 

7. Access and Correction

 

You have the right to access your personal information and request corrections if it is inaccurate or incomplete. To make a request, please contact us.

 

8. Retention

 

We retain your personal information only as long as necessary to fulfill tax obligations and comply with legal requirements. Typically, tax records are retained for a minimum of six years.

 

9. Online Interactions

 

When you use our website or client portal:

  • We may collect technical data such as IP address and browser type

  • We use secure portals and encrypted email for document exchange

  • Cookies may be used to enhance your browsing experience (see our Cookie Policy)

 

10. Changes to This Statement

We may update this privacy statement from time to time. Any changes will be posted on our website and will take effect upon posting.

 

 

Cookie Policy

Last updated: October 6, 2025

 

Our website and client portal may use cookies to enhance your browsing experience and improve functionality. Cookies are small text files stored on your device that help us recognize repeat visitors, track usage patterns, and deliver personalized content.

 

Types of Cookies We Use

  • Essential Cookies: Required for basic website functionality.

  • Functional Cookies: Remember your preferences and settings to improve usability.

  • Analytical Cookies: Help us understand how visitors interact with our website (e.g., page load times, error messages).

  • Marketing Cookies: Enables tracking technologies to collect data about user behaviour on the website or across websites.

 

Managing Cookies

You can control or disable cookies through your browser settings. However, disabling cookies may affect the functionality of our website and client portal.

 

By continuing to use our website, you consent to our use of cookies as described in this policy.

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