Individuals

Service agreement

Version of October 30, 2026

Thank you for placing your trust in Exigence Conseil. This agreement explains, as simply as possible, how we will work together to prepare your income tax return. We kindly invite you to read it carefully, and please do not hesitate to write to us if anything deserves clarification.

1. Purpose of our collaboration

Based on the documents and information you entrust to us, the firm prepares your federal and provincial income tax returns and, where applicable, those of the family members you add to your file. It then files them with the tax authorities with your authorization.

2. Our commitments to you

We are pleased to commit to:

  • handling your file with care, competence and diligence;
  • promptly letting you know about any missing document or any question raised by your file;
  • presenting your return to you before it is filed, so that you may review and approve it;
  • protecting the confidentiality of your information, in accordance with our professional obligations and the law.

3. What we respectfully ask of you

So that we can serve you well, we would be grateful if you would:

  • send us complete and accurate documents, reasonably ahead of the filing deadlines;
  • let us know of any change in your situation (address, marital status, dependants, income, etc.);
  • review your return before authorizing it to be filed.

You remain responsible for the accuracy of the information you provide. The firm cannot be held liable for penalties or interest arising from incomplete, inaccurate or late information.

4. Your personal information

By accepting this agreement, you consent to the firm collecting, using and keeping your personal information solely for the purpose of preparing your returns and managing your file, in accordance with Quebec’s Act respecting the protection of personal information in the private sector (Law 25).

Your documents are stored encrypted. You may at any time ask to access or correct your information, or withdraw your consent, by writing to the firm. Our full privacy policy is available on the Privacy policy page.

5. Use of artificial intelligence

To offer you faster and more accurate service, the firm uses artificial intelligence tools to help process your tax return. These tools are used in particular to:

  • read and sort the documents you upload (slips, receipts, statements);
  • extract the relevant amounts and information;
  • prepare a first draft of your return and flag the items that deserve a closer look.

Artificial intelligence is a tool that supports our professionals, not a substitute for their judgment: every return is reviewed by a member of our team before it is presented to you, and no return is filed without your approval.

The information needed for this processing is shared with technology providers selected for their security safeguards, whose servers may be located outside Quebec. The firm ensures that your information receives adequate protection there and that it is not used to train artificial intelligence models.

By accepting this agreement, you consent to the firm using artificial intelligence, as described above, to process your tax return.

If you would prefer your file to be handled without these tools, simply let us know in writing: we will then process it entirely by hand, which may, however, lengthen processing times.

6. Fees

Our fees are set according to the current rate schedule, shown on the Rates page, and are communicated to you before work begins. Any additional work will be agreed with you beforehand.

7. Electronic filing

With your authorization, the firm files your return electronically with the tax authorities. The required authorization forms will be presented to you for signature.

8. Term and termination

This agreement applies to each return you entrust to us, for as long as your account remains active. You may end it at any time by notifying us in writing; work already completed then remains payable.

9. Changes

Should we need to make a significant change to this agreement, the new version will be presented to you at your next sign-in, and we will kindly ask you to accept it again.

10. Governing law

This agreement is governed by the laws in force in Quebec.