Privacy Policy

1. Information We Collect

a) Information you provide directly - Contact information: name, email address, phone number, mailing address -

Property information: property address, folio/roll number, assessment details, and other information you enter about

your home - Payment information: billing name and address, and payment details processed by our third-party

payment processor (we do not store full credit card numbers on our own servers) - Any documents, photos, or notes

you upload as part of preparing your appeal package - Communications you send us (e.g., support emails)

b) Information collected automatically - Usage data: pages visited, time on site, referring URLs, browser type,

device type, and general location (e.g., city-level, inferred from IP address) - Cookies and similar technologies (see

Section 6)

c) Information from third parties - Comparable property sales data and assessment information obtained from

third-party data providers (e.g., licensed real estate data services) and public government sources, which we combine

with your property’s information to generate your appeal package

2. How We Use Your Information

We use your personal information to

  • Create and deliver your property tax appeal package and related outputs

  • Process payments and manage billing

  • Communicate with you about your account, purchase, or support requests

  • Improve, secure, and troubleshoot the Site and our Services

  • Send you product updates or promotional communications, where you’ve consented to receive them (you can

    opt out at any time)

  • Comply with legal obligations and enforce our Terms and Conditions

We do not use your property or personal information to make automated decisions that have a legal or similarly

significant effect on you without human review.

3. How We Share Your Information

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

  • Service providers who help us operate the Site and deliver the Services — e.g., payment processors, cloud

    hosting providers, email delivery services, and analytics providers — under contractual obligations to protect

    your information and use it only for the purposes we specify

  • Third-party data providers, where necessary to obtain or verify comparable sales data for your property

    (this generally does not require sharing your personal contact information with them)

  • Professional advisors (e.g., lawyers, accountants) as needed for our business operations

  • Government bodies or authorities, only where required by law, legal process, or to protect the rights,

    safety, or property of Assessly, our users, or others

  • A successor entity, in connection with a merger, acquisition, or sale of business assets, subject to this Policy

    or an equivalent

We do not provide your personal contact information to BC Assessment or the Property Assessment Review Panel on

your behalf — you remain in control of what you submit and to whom

4. Data Retention

We retain your personal information for as long as necessary to provide the Services, comply with legal, tax, or

accounting obligations, and resolve disputes. Property and appeal-related records are generally retained for the

duration of your account plus a reasonable period afterward (e.g., to support future appeal cycles or respond to

inquiries). You may request deletion of your information at any time, subject to Section 7 below.

5. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect your personal information

from unauthorized access, use, or disclosure. However, no method of transmission or storage is 100% secure, and we

cannot guarantee absolute security.

6. Cookies and Tracking Technologies

We use cookies and similar technologies to operate the Site, remember your preferences, and understand how

visitors use the Site (e.g., analytics). You can control cookies through your browser settings; disabling cookies may

affect some Site functionality.

7. Your Privacy Rights

Subject to applicable law, you have the right to:

  • Access the personal information we hold about you

  • Correct inaccurate or incomplete information

  • Withdraw consent to our collection, use, or disclosure of your information (though this may limit our ability

    to provide certain Services)

  • Request deletion of your personal information, subject to our legal and legitimate business retention needs

  • Unsubscribe from marketing communications at any time via the link in those emails or by contacting us

    directly

To exercise any of these rights, contact us at [email protected]. We may need to verify your identity before fulfilling

your request

8. Third-Party Links and Data Sources

The Site may link to or incorporate data from third-party websites or providers (including comparable sales data

sources and government assessment sites). We are not responsible for the privacy practices of those third parties,

and we encourage you to review their privacy policies separately.

9. Children’s Privacy

Assessly’s Services are not directed at individuals under 18, and we do not knowingly collect personal information

from children. If you believe a child has provided us with personal information, please contact us and we will take

steps to delete it.

10. Cross-Border Data Storage

Some of our service providers (e.g., cloud hosting or analytics services) may store or process information outside of

Canada, including in the United States. Where this occurs, your information may be subject to the laws of that

jurisdiction, including lawful access requests by foreign governments.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will post the revised version on this page and update the

“Last Updated” date above. Material changes will be communicated through the Site or by email where appropriate.

12. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or your personal information, please

contact us at:

Email: [email protected]

If you’re not satisfied with our response, you have the right to file a complaint with the Office of the Privacy

Commissioner of Canada or, where applicable, the Office of the Information and Privacy Commissioner for British

Columbia.

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