Before converting
- Use a current browser on a trusted, encrypted device and a private network.
- Confirm that you own the statement or are authorized to process it.
- Never enter an online-banking password. The password field is only for the PDF file itself.
- Close other people’s sessions and avoid shared or public computers.
During conversion
The PDF, PDF password, extracted text and transaction table are processed locally in the browser and are not intentionally uploaded to SR AccounTax. Limited account and usage-control records are sent separately. “Clear all” releases selected files and extracted data from the page; closing the tab also ends the browser session.
After conversion
- Reconcile every row and total to the original statement.
- Store exports in an access-controlled location; delete unneeded downloads and empty device trash where appropriate.
- Do not email statements through the SR AccounTax public enquiry form.
- Sign out when finished, especially on a shared device.
Report a concern
If you suspect unauthorized account access or accidental disclosure, contact enquiry@sraccountax.ca promptly. Do not include a statement or password in the first email.