1. Who We Are

OuiFile provides remote professional services across Canada, including:

• Tax preparation and filing

• Bookkeeping and accounting support

• Tax and financial planning

• General financial organization and compliance support

We serve individuals, freelancers, and small businesses nationwide.

2. Our Commitment to Your Privacy

OuiFile understands that you trust us with sensitive personal and financial information. We take that responsibility seriously.

We commit to keeping your information private, secure, and confidential, in accordance with Canadian laws, including:

• The Income Tax Act (Canada)

• Canada Revenue Agency (CRA) and and Revenue Quebec, when applicable, confidentiality rules

• The Personal Information Protection and Electronic Documents Act (PIPEDA)

• Applicable provincial privacy laws (including Québec, where applicable)

3. What Information We Collect

To provide our services, we may collect information such as:

• Name, address, date of birth, and contact details

• Social Insurance Number (SIN)

• Income, expense, and business records

• Tax slips, receipts, and invoices

• Banking and payment information

• CRA authorizations and correspondence

We only collect information that is necessary to perform our services.

4. How Your Information Is Used

Your information is used only to:

• Prepare and file tax returns

• Provide bookkeeping, accounting, and planning services

• Communicate with you and, where authorized, the CRA and Revenue Quebec

• Meet legal and regulatory requirements

We do not sell, rent, or trade your information.

5. Sharing Information

We will not share your information with third parties unless:

• You give us clear permission

• It is required by law or the CRA and Revenue Quebec

• It is necessary to deliver services (e.g., secure software providers), and those parties are also bound by confidentiality obligations

6. Data Security & Remote Services

OuiFile operates fully remotely and uses reasonable, industry-standard safeguards, including:

• Secure document uploads

• Encrypted digital storage

• Limited access to client files

• Secure communication tools

While no system is 100% risk-free, we take appropriate steps to protect your data.

7. Your Responsibilities

You agree to:

• Provide accurate and complete information

• Review your returns and reports before submission

• Protect your own login details and devices

• Notify us promptly if you suspect unauthorized access to your information

8. Record Retention

We retain client records only as long as required:

• By the CRA and Revenue Quebec

• By applicable laws

• For legitimate business and compliance purposes

Records are securely deleted or destroyed when no longer required.

9. Professional Disclaimer

OuiFile provides accounting, tax, and financial support services, not legal advice.

• Tax outcomes depend on the accuracy of information provided by the client

• CRA decisions, audits, penalties, or reassessments are beyond our control

• We do not guarantee specific refunds, savings, or outcomes

Clients remain ultimately responsible for their tax filings.

10. Limitation of Liability

OuiFile is not responsible for:

• Errors caused by incomplete or incorrect information provided by the client

• Delays or issues caused by third parties (including the CRA and Revenue Quebec)

• Cyber incidents beyond reasonable control despite security measures

Nothing in this agreement limits rights that cannot be limited under Canadian law.

11. Governing Law

• This agreement is governed by the laws of Canada and the applicable province or territory of the client.

• For Québec clients, Québec law and the Civil Code of Québec apply.

12. Consent

By using OuiFile’s services, you confirm that you:

• Understand this Confidentiality & Disclaimer Agreement

• Consent to the collection and use of your information as described

• Authorize OuiFile to provide tax and accounting services on your behalf