This privacy policy (“Privacy Policy”) describes how DocClever (“DocClever”, “Company”, “we”, “our”, or “us”) collects, stores, uses, and distributes personal information when you access and/or use the DocClever software and/or website at https://docclever.ca (“Site”), when we provide any services to you or when you purchase, request, or obtain any services from us (each a “Service”), when you access or use materials or content made by or made available by us (“Materials”), including but not limited to, from or on the Site, any other websites, web applications or any other web or mobile services, applications, or APIs owned, controlled, or offered by DocClever now or in the future (the foregoing, collectively the “Platform”).
Effective Date: September 10, 2026
DocClever respects your privacy and is committed to keeping personal information accurate, confidential, and secure. We collect, use, and disclose personal information that is relevant for the purposes as laid out in this Privacy Policy only with your consent and only for the Services we provide you, in accordance with applicable privacy legislation. We always ask for your permission before we share or use information for a purpose other than to what you have consented. This privacy policy is based on the principles set out in the Personal Information Protection and Electronic Documents Act, SC 2000, c 5 (PIPEDA).
This Privacy Policy also applies to any individual or corporate clients (“Clients”) of financial and/or tax professionals (“Service Providers”) that use the DocClever Platform to the extent that it supports the Service Provider’s policies and clarifies DocClever’s approach to safeguards and compliance in relation to this obligation. At all times, the Service Provider’s policies and related agreements and applicable legislation they are subject to take precedence to this Privacy Policy.
By accessing or using the Platform, the Materials or our Services and submitting information to us (either independently or through your financial or tax professional “Service Provider”), you agree to the collection, use, and disclosure of information in accordance with this Privacy Policy and you are also deemed to have read and accepted the terms of the DocClever Terms of Use https://docclever.ca/terms (“DocClever Terms of Use”) which is hereby incorporated by reference.
IF YOU DO NOT AGREE WITH OUR PRIVACY POLICY, YOU MUST NOT ACCESS OR USE THE PLATFORM AND/OR MATERIALS IN ANY CAPACITY, YOU MUST INSTRUCT YOUR SERVICE PROVIDER IMMEDIATELY TO CEASE ACCESSING OR USING THE PLATFORM OR DOCCLEVER’S SERVICES IN THE COURSE OF PROVIDING ANY SERVICES TO YOU, AND YOU MUST DISCONTINUE ALL USE OF THE PLATFORM AND SITE IMMEDIATELY.
DocClever has established procedures to comply with this Privacy Policy and has designated a Privacy Officer as the contact person who is accountable for our compliance. Contact information for the Privacy Officer is detailed at the end of this Privacy Policy.
DocClever will identify the purposes for which personal information is collected at or before the time the information is collected. If DocClever intends to use personal information for any other purpose, we will seek your consent, as required by law.
While accessing our Platform or receiving Services from DocClever, we may ask you to provide us with certain personal information that can be used to contact or identify you. We collect this information for the purpose of providing the Services, Platform, and Materials, identifying and communicating with you, responding to your requests/inquiries and correspondence you send us, gathering information needed to provide the Services that you request, setting up and managing your account subscriptions with DocClever (“Accounts”), monitoring and enforcing compliance with DocClever’s Terms of Use (https://docclever.ca/terms) and Privacy Policy, to obtain your feedback, and for improving our Platform and Services.
DocClever will obtain consent before or when we collect, use, or disclose personal information, except where otherwise required or permitted by applicable privacy legislation. You can provide consent to the collection, use, and disclosure of personal information about you expressly, implicitly, or through an authorized representative, as permitted by applicable law. You can withdraw your consent at any time, with certain exceptions by contacting us at contact@docclever.ca. You may also choose not to provide us with your personal information, however, if you make this choice, we may be unable to provide you with Services and you may not be able to access or use the Platform as requested.
BY PROVIDING PERSONAL INFORMATION TO YOUR SERVICE PROVIDER AND CONSENTING TO THE USE OF DOCCLEVER AS PART OF RECEIVING A SERVICE FROM THEM, YOU AUTHORIZE YOUR SERVICE PROVIDER TO USE THE DOCCLEVER PLATFORM AND SITE AND UPLOAD “CLIENT DATA” SPECIFIC TO YOU AND YOU AGREE THAT THE SERVICE PROVIDER AND THEIR AFFILIATE(S), INCLUDING DOCCLEVER, MAY COLLECT YOUR PERSONAL INFORMATION AND PERSONAL HEALTH INFORMATION AND YOU CONSENT TO THE USE, DISCLOSURE, AND TRANSFER OF YOUR PERSONAL INFORMATION TO FACILITATE RECEIVING THIS SERVICE, IN ACCORDANCE WITH THE SERVICE PROVIDER’S PRIVACY POLICIES AND AS PERMITTED OR REQUIRED BY LAW.
DocClever collects personal information when it is provided by you, including but not limited to the following:
DocClever collects technical information which includes statistical and analytical information and data that is collected when you access our websites including, but not limited to, usage details, IP addresses, browser type, browser version, unique device identifiers, information collected through cookies, web beacons, and other technologies, and other diagnostic data.
With your consent, DocClever uses your personal information for the purposes of providing you with access to our Platform and enabling the provision of our Services.
When you voluntarily provide personal information, and any other information, we use this information solely for the purposes of providing access to our Platform and enabling the provision of our Services to you, including but not limited to the following purposes:
If you have opted-in to receive marketing communications from us, we will send you promotional offers from time to time. You may unsubscribe at any time by clicking the unsubscribe link at the bottom of the message. This prevents any promotional emails from being sent to you unless you explicitly request that we re-add you to a promotional list.
DocClever collects personal information only by fair and lawful means. Upon accessing the Platform or receiving Services, you agree and understand that the collection of personal information is only for providing access to our Platform and our Services and for record-keeping purposes, and as outlined in this Privacy Policy.
DocClever will use your personal information only for the reasons it was collected, unless you give consent to use or disclose it for another reason. DocClever will keep personal information only as long as necessary for the identified purposes as set out in this Privacy Policy. We will retain your personal information to the extent necessary to comply with our legal obligations, to resolve disputes, and to enforce our legal agreements and policies.
DocClever may share personal information that we collect or that you provide as described in this Privacy Policy with our affiliates, contractors, service providers, and other third parties who may be involved in delivering Services, providing support, improving our Services or Platform, and other business purposes. These service providers are obligated to keep personal information confidential, use it only for the purposes for which we disclose it to them, and process the personal information with the same standards set out in this Privacy Policy. DocClever does not authorize any service providers to use or disclose personal information for their own marketing or other purposes; however, they may collect information that they do not share with us in accordance with their own privacy policies. We may also share personal information with our financial, insurance, legal, accounting or other advisors that provide such professional services to us.
Personal information may be processed and/or stored outside of Canada. While we undertake measures to protect personal information, when it is stored and/or processed in other jurisdictions, the laws of other countries may not provide the degree of protection for personal information that is available in Canada. If personal information is transferred outside of Canada, it may be available to the foreign government of the country in which the information or entity controlling it is situated under a lawful order made in that country and used for purposes other than those described herein. By providing us with your information, you agree to the transfer of such personal information outside of Canada.
Our Platform may contain links to other sites that are not operated by us. If you click on a third-party link, you will be directed to that third party’s site. We strongly advise you to review the privacy policy of every site you visit. We have no control over, and assume no responsibility for the content, privacy policies or practices of any third-party sites or services.
When you visit the Platform, use our contact form, or send emails to us, you are communicating with us electronically. You consent to receive communications from us electronically. We will communicate with you by email or by posting notices on the Platform. You agree that all agreements, notices, disclosures and other communications that we provide to you electronically satisfy any legal requirement that such communications be in writing. It is your responsibility to ensure you provide an up-to-date and accurate email address regarding electronic communications.
If you have opted-in to receive marketing communications or newsletters from us, we may send you promotional offers from time to time. You may unsubscribe at any time by clicking the unsubscribe link at the bottom of the message. This prevents any promotional emails from being sent to you unless you explicitly request that we re-add you to a promotion list.
If you send us inquiries using the contact form, your details from the inquiry form, including the contact data you provided there, will be stored by us or our affiliates for the purpose of responding to the inquiry and any follow-up questions in the same context. We will not share this information without your consent.
A “cookie” is a small piece of information that our web server automatically sends to your browser for storage on your computer, which then permits our web server to recall information about your preferences. We use cookies to collect information in order to improve our services for you. We will ask for your consent to use cookies. You can instruct your browser to refuse all cookies or modify your cookie settings. If you do not accept cookies, you may not be able to use some features of our Services and Platform and we recommend you leave them on.
Some of the cookies we use include:
This Privacy Policy applies to cookies placed on your computer by us, but does not cover the use of cookies by any third-party. For the privacy practices of such third-parties, you should consult the applicable privacy policy for the relevant third-party.
DocClever will keep personal information in its possession or control, accurate, complete, current, and relevant, based on the most recent information available to DocClever. You are responsible for notifying DocClever about the accuracy and completeness of your personal information and may have it amended as appropriate.
The safety and privacy of personal information is our top priority. Personal information will be protected by security safeguards appropriate to the nature and format of the information being stored through physical, electronic, and administrative measures designed to secure personal information. We strive to protect personal information from theft, loss, and unauthorized access, copying, modification, use, disclosure and disposal. We conduct audits and complete investigations to monitor and manage our privacy compliance. We ensure that all of our officers, directors, employees and agents protect your privacy and only use personal information for the purposes to which you have consented.
There is no guarantee that data may not be accessed, disclosed, altered, or destroyed by breach of any of our physical, electronic, or administrative safeguards. We follow all privacy and security requirements as outlined in legislation. By sharing your personal information with us, you acknowledge that your personal information may be at risk should an external party breach our systems. As required by law, we will inform you of any breaches which would create a reasonable risk of harm to you. We will take reasonable steps to mitigate such risks and to prevent them from occurring again in the future.
Please be aware that if you disclose personal information on any message boards or chat areas, that information may be collected and used by third parties without our knowledge and may result in unsolicited communications from third parties. Such activities are beyond DocClever’s control and responsibility.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE EXPRESSLY DISCLAIM ANY GUARANTEE OF SECURITY IN CONNECTION WITH YOUR PERSONAL INFORMATION.
We will readily make available specific information about our policies and practices related to the management of personal information. You will have access to this information through this Privacy Policy or by contacting our Privacy Officer. The information will be available in a format that is easy to understand.
Except as restricted by law, upon written request by the individual or substitute decision maker, an individual will be informed of the existence, use and disclosure of their personal information and will be given access to that information. An individual will be able to challenge the accuracy and completeness of the information and may request to have it amended.
A ‘data incident’ involves an unauthorized access, use, or disclosure of personal information, loss of personal information, or other breach in the protection of your personal information. In the event of a data incident, we will investigate to assess whether the incident poses a risk of serious injury to you. In these circumstances, you will be notified at the first reasonable opportunity.
Only persons aged 18 or older have permission to access our Platform and Services. Our Services do not address anyone under the age of 18. We do not knowingly collect personally identifiable information from those under 18. If we become aware that we have collected Personal Information from individuals under age 18 without verification of parental consent, we take steps to remove that information from our servers.
It is our policy to post any changes we make to our Privacy Policy on this page. We include the date the Privacy Policy was last revised at the top of this page. You are responsible for ensuring you periodically visit our Platform and this Privacy Policy to check for any changes. Your continued use or access to our Platform and Services after the effective date signifies your acceptance of and agreement to any changes in the Privacy Policy.
We welcome your questions, comments and requests regarding your personal information, this Privacy Policy and our privacy practices.
You may contact us as follows:
contact@docclever.ca
You have the right to complain to the Privacy Commissioner of Canada for breach of your privacy rights.
If you feel we have not met our legal obligations under this Privacy Policy or applicable privacy laws, please contact our Privacy Officer. If you are not satisfied with the resolution we have provided, the Privacy Commissioner of Canada can be reached as follows:
Office of the Privacy Commissioner of Canada
30 Victoria Street
Gatineau, Quebec
K1A 1H3
Canada
https://www.priv.gc.ca
Toll-free: 1-800-282-1376
Phone: (819) 994-5444
Fax: (819) 994-5424
TTY: (819) 994-6591