Privacy Policy
Introduction
WIS Accounting, Tax & Advisory Inc. (“WIS”, “we”, “our”, or “us”) is committed to protecting the privacy, confidentiality, and security of personal information entrusted to us. This Privacy Policy explains how we collect, use, disclose, and safeguard personal information when you visit our website or engage our accounting, tax, advisory, and related professional services. By using our website or providing personal information to us, you consent to the practices described in this Privacy Policy.
01
Information We Collect
Personal Information
We may collect the following types of personal information:
- Name, address, email address, and phone number
- Business information
- Tax, financial, and accounting records
- Identification documents (where required by law)
- Payment and billing information
- Documents uploaded through our website or client portal
Automatically Collected Information
When you visit our website, we may collect:
- IP address
- Browser type and device information
- Pages viewed and time spent
- Cookies and analytics data
This information helps us improve website performance and user experience.
02
How We Use Personal Information
We use personal information for the following purposes:
- Providing accounting, tax, advisory, and compliance services
- Verifying identity and meeting regulatory obligations
- Communicating with clients
- Processing payments and managing billing
- Maintaining internal records
- Improving our website and service offerings
- Meeting legal, professional, and ethical obligations
We do not sell personal information.
03
How We Share Information
We may share personal information only in the following circumstances:
- With your explicit consent
- With third-party service providers who support our operations (e.g., secure cloud storage, payment processors)
- With regulatory bodies, tax authorities, or law enforcement when legally required
- With professional advisors (e.g., legal counsel)
- As required to comply with the CPA Ontario Code of Professional Conduct and other
applicable regulations
All third-party providers are required to maintain strict confidentiality and security standards.
04
Data Security
We implement administrative, technical, and physical safeguards to protect personal information,
including:
- Encrypted data storage
- Secure client portals
- Access controls and authentication
- Regular security reviews
While we take all reasonable steps to protect your information, no method of transmission or storage is completely secure.
05
Data Retention
We retain personal information only as long as necessary to:
- Provide services
- Meet legal and regulatory requirements
- Maintain professional records
When information is no longer required, it is securely destroyed.
06
Your Rights
You may request:
- Access to your personal information
- Correction of inaccurate information
- Withdrawal of consent (subject to legal limitations)
To exercise these rights, contact us at info@wisaccounting.com
07
Cookies and Analytics
Our website may use cookies and third-party analytics tools to improve performance. You may disable cookies in your browser settings, but some features may not function properly.
08
Links to Third-Party Websites
Our website may contain links to external sites. We are not responsible for the privacy practices or content of those websites.
09
Changes to This Policy
We may update this Privacy Policy from time to time. The “Last Updated” date will reflect the most recent revision.
10
Contact Information
For questions about this Privacy Policy, contact:
Email: info@wisaccounting.com
Phone: 647-286-4893
Address: Concord, ON L4K 0C3
