How we use your information
Each check asks a few questions about your situation, then your name, email and mobile number. We use your answers to show your result on screen, and Kayode uses your contact details to follow up with you about it. We never ask for your SIN, your slips or your bank details on this site. On the benefits check, the family income you type is used only to work out your result. We store a range, never the exact figure; the copy of your result we email you shows the benefit amounts. On the set-aside check, the amounts you type are used only to work out your result. We store ranges, never the exact figures; the copy of your result we email you shows the set-aside amounts. The rebate estimator and the Charity Check are for charities and non-profits; they never ask for your business number, charity registration number or donor data. The Physician Check never asks for your SIN, billing number or anything about patients.
Where it is kept
Your answers and contact details are saved in our database, which is hosted in Canada. When you finish a check, an alert with your details is sent to our office mailbox so we can reply quickly.
How we follow up
When you finish a check, we add your name, email, mobile number and a one-line summary of your result to our client management system, GoHighLevel, so Kayode can call you, and we may text you through it. GoHighLevel's text service is provided by Twilio. If you tick the box asking for a call, Broadview's virtual assistant, an automated assistant, calls you to book your time with Kayode. The call is recorded and transcribed so Kayode can read it before he speaks with you. Our emails, including a copy of your result, are sent through Resend. All three may store this information in the United States. We use it only to follow up on your inquiry. After we finish work for you, we may send one request for a Google review, one reminder, and a personal link you can share with friends; reply STOP or unsubscribe at any time. Reply STOP to any text to stop texts, or reply to any email with the word unsubscribe. Questions about how these services handle your information can go to Kayode Okunola, Principal, at hello@broadviewprofessionalservices.ca. If you answer Yes to the broker question on the mortgage-ready check, Kayode may tell the mortgage broker who sent you how your file is progressing. We never send a broker your tax figures. If you tick a reminder box on the set-aside check, we text and email you before each tax date, and once a month about your kilometres if you ask for that; we send these reminders only with that consent, and you can stop them any time: reply STOP to stop texts, or reply unsubscribe to stop emails.
The kilometre tracker
Tracker records are personal information under Alberta's Personal Information Protection Act. The free tracker at broadviewtax.ca/track keeps what you log: the short names you give places (like Home or Clinic A), the date, kilometres and purpose of each trip, your odometer readings, your car and home-office costs, and the share of your home used for work. It does not use GPS and never needs an address. Your name, email and mobile are added to our list of inquiries, as they are when you finish a check. Until you press Send, only you can see your tracker records. When you press "Send my year to Broadview", we receive a copy of that year: your totals and your full log, including the exact kilometres and amounts. Broadview keeps that copy as part of your file, and our client management system gets a task telling Kayode your year has arrived, with your kilometre totals. Tracker records and sent copies are stored in Canada, with Supabase in its Canada Central region (Montreal). You can download everything you logged from the Account tab at any time. Copies you sent to Broadview stay in your Broadview file after you delete your account; everything else is deleted. Your file, including those copies, and the task in our client management system stay until you ask us to delete them.
How we measure our ads
These pages use the Meta Pixel, which tells Meta, the company behind Facebook and Instagram, that a page was visited and when a check is completed. When you complete a check, we also send Meta a scrambled (hashed) copy of your email address and mobile number, together with the page address and your browser details, through Meta's Conversions API. This lets Meta match the visit to its own records and tell us which of our ads brought people to the site. We do not send Meta your name, your answers or your result. You can manage the ads you see in the ad preferences of your Facebook or Instagram account.
How we count visits
These pages also use Google Analytics, which tells us how many people visit, which pages they read and where they came from, such as a search or one of our posts. Google receives the page address, your browser and device details and your approximate location, and sets a cookie to recognize a returning visit. We do not send Google your name, email address, answers or result, and Google Analytics does not run on the tracker's signed-in pages. You can block it with Google's opt-out browser add-on or your browser's cookie settings.
Ask Broadview
Ask Broadview answers general tax questions on this site. We keep what you type and the answers given, with a scrambled form of your network address that we use only to apply the daily limit, for 12 months, and then delete them. We do not ask for your name in the chat; if you ask Kayode to contact you, your name, email and mobile are kept with your request as for the checks above, with the topics you asked about but not the conversation itself. Your questions are processed by an AI service, Anthropic, whose servers may be outside Canada, to write the answers. Please do not share your SIN or account numbers; numbers that look like a SIN, business number or account number are removed before a question is stored or sent. Kayode reads conversations the service flagged as unanswered, to improve it. We collect this to answer your question and to improve the answers, with your consent under Alberta's Personal Information Protection Act and PIPEDA, which you give by asking a question. The answers are general information, not advice; see the terms.
Seeing or deleting your information
To see the information we hold about you, correct it, or ask us to delete it, email hello@broadviewprofessionalservices.ca and we will take care of it.
Contact us
Broadview Professional Services, 668 Copperpond Boulevard SE, Calgary, AB T2Z 5B9. Email hello@broadviewprofessionalservices.ca or call 825 558 5218.