WiseLedgerPro Last updated: November 10, 2025
WiseLedgerPro (“WiseLedgerPro”, “we”, “us”, “our”) is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit wiseledgerpro.com, contact us, or use our accounting and related services.
We handle personal information in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and any other privacy legislation that may apply to our business activities. (priv.gc.ca)
If you do not agree with this Privacy Policy, please do not use our website or services.
WiseLedgerPro
Business Number (BN): 138855289
Address: 5000 Yonge St #1901, North York, ON M2N 0A7, Canada
Phone: +1 416 628 3859 (+14166283859)
Email: info@wiseledgerpro.com
For privacy-related questions, requests, or complaints, please contact our Privacy Officer at the email above.
This Privacy Policy applies to:
Visitors to our website wiseledgerpro.com
Prospective, current, and former clients of WiseLedgerPro
Individuals who contact us by phone, email, web forms, or other channels
Individuals whose personal information we receive in the course of providing accounting, bookkeeping, tax, advisory, or related services
This Policy does not apply to information about WiseLedgerPro employees or contractors where other internal policies apply, or to information that is exempt under applicable privacy laws (for example, publicly available business contact information in certain circumstances). (Вікіпедія)
“Personal information” means information about an identifiable individual, excluding certain business contact information as defined by applicable law.
Depending on your interaction with us, we may collect the following categories of personal information:
3.1 Information you provide directly
Identification details (e.g., full name, title)
Contact details (e.g., email address, phone number, mailing address)
Business details (e.g., business name, Business Number (BN), GST/HST numbers, corporate registration numbers)
Financial and accounting information you share with us to enable our services (e.g., bank statements, invoices, receipts, payroll information, expense records, tax documents)
Login credentials for accounting systems or financial software, where you provide them for service purposes
Information you provide in forms, emails, phone calls, or consultations (e.g., service needs, background information, preferences)
3.2 Information collected automatically
When you visit our website, we may automatically collect:
Device and browser information (e.g., IP address, browser type, operating system)
Usage data (e.g., pages visited, time and date of visits, referring pages, clickstream data)
Cookie data and similar technology identifiers (see our Cookie Policy below)
3.3 Information from third parties
We may receive personal information from:
Accounting platforms, payment processors, banks, or other financial institutions when you authorize such sharing
Referrals or professional partners (e.g., tax advisors, lawyers, financial planners)
Public sources or registries (e.g., corporate registries) as part of due diligence or verification
We collect and use personal information only for purposes that a reasonable person would consider appropriate in the circumstances and as permitted by law.
Typical purposes include:
Providing our services
Delivering bookkeeping, accounting, tax, payroll, and advisory services
Preparing and filing tax returns and GST/HST returns
Preparing financial statements and reports
Managing client accounts and records
Client communication and relationship management
Responding to inquiries and requests
Scheduling and conducting consultations and meetings
Sending information related to our services, updates, and administrative notices
Billing and payment
Preparing quotes, invoices, collecting payments, and managing accounts receivable
Website operation and improvement
Operating and maintaining our website
Analyzing usage patterns to improve user experience and content
Legal, regulatory, and security purposes
Complying with tax, accounting, and other legal obligations
Preventing, detecting, and addressing fraud, misuse, or security incidents
Responding to lawful requests from regulators or law enforcement, as required by law
If we plan to use your information for a new purpose that is not compatible with the original one, we will inform you and, where required, obtain your consent.
Under PIPEDA, we generally rely on consent to collect, use, and disclose personal information, except where otherwise permitted or required by law.
When you provide personal information to us (e.g., by contacting us, engaging our services, or submitting forms), you are typically providing implied consent for us to use it for the purposes described in this Policy.
In some cases, we may seek express consent (e.g., for certain marketing communications or when collecting sensitive information).
You may withdraw your consent at any time, subject to legal and contractual restrictions and reasonable notice. If you withdraw consent, we may be unable to continue providing some or all services to you.
We do not sell your personal information.
We may disclose personal information in the following circumstances:
Service providers and professional partners
Cloud hosting providers, IT service providers, and software vendors
Payment processors and financial institutions
Professional advisors (e.g., external accountants, auditors, tax advisors, legal counsel) where necessary
These third parties are only given access to the information they need to perform their functions and are expected to protect it and use it only for the authorized purposes.
Regulatory and legal disclosures
To the Canada Revenue Agency (CRA) and other regulatory authorities when required to fulfill tax or legal obligations
To law enforcement or government authorities where required by applicable law, court order, or lawful request
Business transactions In the context of a merger, acquisition, financing, sale of assets, or similar transaction, personal information may be transferred as part of the transaction, subject to confidentiality protections and applicable privacy laws.
With your consent We may disclose information to other third parties when you instruct us or provide consent.
Some of our service providers or systems may be located, or may store data, outside of Canada. In that case, your personal information may be subject to the laws of those other jurisdictions and may be accessible to courts, law enforcement, and regulatory authorities according to those laws. (priv.gc.ca)
We take steps to ensure that any such transfers are made in compliance with applicable privacy laws and with appropriate safeguards in place.
We retain personal information only for as long as needed to fulfill the purposes for which it was collected, and as required or permitted by law. Factors that influence retention include:
Legal requirements under tax and corporate law
Limitation periods for potential claims
Our operational needs to maintain accurate business and financial records
When personal information is no longer required, we will securely delete, anonymize, or otherwise destroy it.
We take reasonable physical, organizational, and technological measures to safeguard personal information against loss, theft, unauthorized access, disclosure, copying, use, or modification.
These measures may include:
Restricted access to client data on a need-to-know basis
Use of secure systems and encryption where appropriate
Password and access controls for electronic systems
Policies and procedures for handling client information securely
However, no method of transmission or storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security.
Subject to legal and contractual limitations, you have the right to:
Access the personal information we hold about you
Request corrections if your personal information is inaccurate or incomplete
Withdraw consent to the collection, use, or disclosure of your personal information (where consent is the basis)
Ask questions or raise concerns about our privacy practices
To exercise these rights, please contact us at info@wiseledgerpro.com or by mail to our address above.
If you are not satisfied with our response, you may have the right to file a complaint with the Office of the Privacy Commissioner of Canada or another applicable privacy regulator.
Our website and services are intended for business and professional use and are not directed at children. We do not knowingly collect personal information from individuals under the age of majority in their province or territory of residence without appropriate consent.
We may send you communications about our services, updates, or events where permitted by applicable laws (including Canada’s anti-spam legislation). You can opt out of these communications at any time by using the unsubscribe instructions included in the message or by contacting us.
Transactional or service-related communications may still be sent even if you opt out of marketing.
We may update this Privacy Policy from time to time to reflect changes in laws, our practices, or our services. The “Last updated” date at the top of this page indicates when the Policy was most recently revised.
Your continued use of our website or services after any changes signifies your acceptance of the updated Policy.
This Privacy Policy is provided for informational purposes to describe our practices. It is not legal advice. If you need legal advice about privacy obligations, you should consult qualified counsel.
WiseLedgerPro Last updated: November 10, 2025
This Cookie Policy explains how WiseLedgerPro (“we”, “us”, “our”) uses cookies and similar technologies on wiseledgerpro.com.
By continuing to use our website, you agree to our use of cookies as described in this Policy, subject to your browser or other preference settings.
Cookies are small text files that a website stores on your device (computer, tablet, smartphone) when you visit. Cookies allow the website to recognize your device, remember your preferences, and improve your experience.
We may also use similar technologies such as pixel tags, web beacons, or local storage, which function in a comparable way.
Depending on how you interact with our website, we may use the following categories of cookies:
Strictly necessary cookies
Essential for the operation of the website and core features (e.g., security, page navigation, access to secure areas).
Without these cookies, the site may not function properly.
These cookies do not typically require consent under Canadian law, but we still aim to be transparent about their use. (priv.gc.ca)
Performance and analytics cookies
Help us understand how visitors use our website (e.g., which pages are visited most often, how long users stay on a page).
Information is generally aggregated and used to improve site performance and content.
Examples may include cookies from web analytics tools.
Functionality cookies
Remember choices you make (e.g., language preferences, form information) to provide a more personalized experience.
These cookies may also be used to remember changes you have made to text size, fonts, and other parts of web pages.
Targeting or advertising cookies (if used)
Used to deliver content or advertisements more relevant to you and your interests.
May be placed by us or third-party partners.
If we use such cookies, we will clearly disclose this and, where required, obtain your consent.
At any given time, the specific cookies in use may change as we update or modify our website and tools.
Some cookies on our website may be set by third-party service providers that help us with:
Analytics and performance measurement
Security and fraud prevention
Embedded content or features (e.g., maps, forms, scheduling tools)
These third parties may collect information about your online activities over time and across different websites, subject to their own privacy and cookie practices.
We aim to engage third parties who handle information in a manner consistent with applicable privacy laws.
You have several options to manage or disable cookies:
Browser settings Most browsers allow you to:
View which cookies are stored on your device
Delete existing cookies
Block all cookies or specific types of cookies
Set preferences for certain websites
Please note that disabling certain cookies may impact the functionality or performance of our website.
Device settings On mobile devices, you may adjust privacy and advertising settings to limit tracking or data sharing with third parties.
Opt-out mechanisms (where applicable) If we use specific third-party analytics or advertising cookies that provide opt-out tools, we will describe them in this Policy or in our Privacy Policy. Even if you opt out, you may still see non-personalized content or ads.
Some cookies may be associated with personal information (e.g., when a cookie identifier is linked to a user account or contact information). In such cases, we treat the combined information as personal information and handle it in accordance with our Privacy Policy and PIPEDA’s principles.
We may update this Cookie Policy from time to time in response to changes in technology, law, or our services. The “Last updated” date at the top indicates the latest revision.
Continued use of our website after such changes constitutes your acceptance of the updated Cookie Policy.
If you have questions or concerns about our use of cookies or this Cookie Policy, please contact us at:
Email: info@wiseledgerpro.com
Phone: +1 416 628 3859 (+14166283859)
Address: 5000 Yonge St #1901, North York, ON M2N 0A7, Canada
WiseLedgerPro Last updated: November 10, 2025
WiseLedgerPro is committed to handling personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA), Canada’s federal privacy law for private-sector organizations.
PIPEDA sets out ten fair information principles which guide how organizations must collect, use, and disclose personal information in the course of commercial activities: Accountability, Identifying Purposes, Consent, Limiting Collection, Limiting Use, Disclosure and Retention, Accuracy, Safeguards, Openness, Individual Access, and Challenging Compliance.
The following statement summarizes how WiseLedgerPro aligns its practices with these principles.
WiseLedgerPro is responsible for the personal information under its control. We have designated a Privacy Officer who oversees our compliance with PIPEDA and this Statement.
We implement policies, procedures, and training to promote responsible handling of personal information throughout our organization.
We identify and document the purposes for which personal information is collected at or before the time of collection, where appropriate.
Typical purposes include:
Providing bookkeeping, accounting, tax, payroll, and advisory services
Managing client relationships and communications
Meeting legal and regulatory obligations (e.g., tax, corporate, and financial reporting)
Operating, maintaining, and improving our website and services
These purposes are described in more detail in our Privacy Policy.
We generally obtain consent (implied or express) for the collection, use, and disclosure of personal information, except where permitted or required by law without consent.
By voluntarily providing personal information to us, clients and website users typically provide implied consent for us to use it for the identified purposes.
For certain uses, such as specific types of marketing communications or the handling of more sensitive information, we may seek explicit consent.
Individuals may withdraw consent, subject to legal and contractual restrictions and reasonable notice.
We collect personal information only to the extent necessary to fulfill the purposes we have identified. (priv.gc.ca)
We do not collect personal information indiscriminately and aim to limit collection to information relevant for delivering our services and complying with legal obligations.
We do not use or disclose personal information for purposes other than those for which it was collected, except with consent or as required or permitted by law.
We retain personal information only for as long as necessary to fulfill the identified purposes or to comply with legal and regulatory requirements. When information is no longer needed, we take reasonable steps to securely destroy, anonymize, or otherwise dispose of it.
We make reasonable efforts to ensure that personal information is as accurate, complete, and up to date as necessary for the purposes for which it is to be used.
We encourage individuals to inform us of any changes to their personal information so we can keep our records current.
We protect personal information with security safeguards appropriate to its sensitivity, including physical, organizational, and technological measures.
Examples include:
Restricted access to client data on a need-to-know basis
Secure storage and access controls for electronic systems
Use of secure communication channels where appropriate
Policies governing the secure handling and disposal of records
We also take steps to ensure that our service providers implement adequate safeguards.
We make information about our privacy practices readily available to individuals.
This includes:
Our Privacy Policy and Cookie Policy, which explain how we collect, use, disclose, and protect personal information
This PIPEDA Compliance Statement, which summarizes our alignment with PIPEDA’s principles
You can obtain copies of these documents or ask questions by contacting us.
Upon written request, and subject to certain legal exceptions, individuals have the right to access the personal information we hold about them and to request corrections where the information is inaccurate or incomplete.
We will respond to such requests within a reasonable time and in accordance with applicable law. To submit an access or correction request, please contact our Privacy Officer using the contact details below.
Individuals may challenge our compliance with PIPEDA’s principles and this Statement by contacting our Privacy Officer.
We will investigate all complaints and, where a complaint is found to be justified, we will take appropriate steps to address the issue, which may include updating our policies or practices.
If you are not satisfied with our response, you may have the right to escalate the matter to the Office of the Privacy Commissioner of Canada or another applicable privacy regulator.
Privacy Officer
WiseLedgerPro
Address: 5000 Yonge St #1901, North York, ON M2N 0A7, Canada
Phone: +1 416 628 3859 (+14166283859)
Email: info@wiseledgerpro.com