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Invisor
Privacy & data protection

Privacy Policy

How Invisor Business Facts Ltd. collects, uses, discloses, stores, and protects the personal information you entrust to us.

Effective date

July 27, 2026

At Invisor Business Facts Ltd., we are committed to protecting your privacy and safeguarding the personal information you entrust to us. This Privacy Policy explains how we collect, use, disclose, store, and protect your personal information when you visit our website, submit an inquiry, or engage our accounting and bookkeeping services.

This policy applies to our website, online forms, and all services provided by Invisor Business Facts Ltd.

Who We Are

Invisor Business Facts Ltd provides professional accounting, bookkeeping, payroll, tax, and business advisory services to businesses across Canada.

If you have questions regarding this Privacy Policy or our privacy practices, please contact:

Privacy Officer

Invisor Business Facts Ltd.

Connect@invisorcpa.cawww.invisorcpa.ca

Information We Collect

We collect only the information necessary to provide our services and respond to your inquiries.

Information you provide directly

This may include:

  • Full name
  • Business name
  • Email address
  • Telephone number
  • Business address
  • Information submitted through our contact forms
  • Accounting and financial records
  • Payroll information
  • Tax information
  • Banking information provided for bookkeeping purposes
  • CRA-related information necessary to perform authorized services

Information collected automatically

When you visit our website, we may automatically collect:

  • IP address
  • Browser type
  • Device information
  • Operating system
  • Pages visited
  • Time spent on our website
  • Referring websites
  • Website usage statistics

This information helps us improve our website and user experience.

How We Use Your Information

We use your information to:

  • Respond to inquiries submitted through our website
  • Provide bookkeeping and accounting services
  • Prepare tax returns and financial statements
  • Process payroll services
  • File GST/HST, payroll, T4, T5, T5018 and corporate tax returns
  • Communicate regarding your account
  • Meet legal and regulatory obligations
  • Improve our website and services
  • Detect fraud and maintain security

We will only use your personal information for the purposes for which it was collected or as otherwise permitted by law.

CRA Authorization

When you authorize Invisor CPA to act on your behalf with the Canada Revenue Agency (CRA), we may collect and use information necessary to:

  • Access CRA online services
  • Represent you before the CRA
  • Prepare and file tax returns
  • Respond to CRA correspondence
  • Manage payroll, GST/HST, and corporate tax matters

We only access CRA information with your authorization and solely for the services you have requested.

Cloud Accounting Software

To provide our services efficiently, we may use secure cloud-based accounting and business platforms, including but not limited to:

  • QuickBooks Online
  • Xero
  • AccountEdge
  • Microsoft 365
  • Secure client portals
  • Document management and cloud storage platforms

These service providers maintain their own privacy and security practices. We select reputable providers that use industry-standard security measures.

Website Analytics and Cookies

Our website may use cookies and similar technologies to:

  • Improve website functionality
  • Understand visitor behavior
  • Measure website traffic
  • Improve our marketing efforts

We may use services such as:

  • Google Analytics
  • Google Search Console
  • Meta (Facebook) Pixel
  • Other website performance and analytics tools

Cookies do not generally identify you personally but help us understand how visitors use our website.

You can disable cookies through your browser settings; however, some website features may not function properly.

Sharing Your Information

We do not sell your personal information.

We may share your information only when necessary with:

  • Canada Revenue Agency (with authorization)
  • Provincial tax authorities
  • Government agencies where legally required
  • Secure software providers used to deliver our services
  • Professional advisors where required
  • Courts or regulatory authorities where required by law

All third parties are expected to protect your information appropriately.

How We Protect Your Information

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

  • Secure cloud storage
  • Encrypted data transmission where applicable
  • Password-protected systems
  • Restricted employee access
  • Multi-factor authentication where available
  • Regular software updates and security practices

While we take appropriate precautions, no method of electronic transmission or storage is completely secure.

Retention of Information

We retain your personal information only for as long as necessary to:

  • Provide requested services
  • Meet legal and professional obligations
  • Comply with CRA record retention requirements
  • Resolve disputes
  • Enforce agreements

When information is no longer required, it is securely destroyed or anonymized where appropriate.

Your Privacy Rights

Subject to applicable Canadian privacy laws, you may have the right to:

  • Request access to your personal information
  • Request corrections to inaccurate information
  • Withdraw consent where applicable (subject to legal and contractual obligations)
  • Ask questions regarding how your information is handled

Requests should be submitted to our Privacy Officer using the contact information above.

Third-Party Websites

Our website may contain links to third-party websites.

We are not responsible for the privacy practices or content of external websites. We encourage you to review their privacy policies before providing personal information.

Children's Privacy

Our services are intended for businesses and adults.

We do not knowingly collect personal information from individuals under the age of 18.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

Any changes will be posted on this page with an updated effective date.

Contact Us

If you have questions regarding this Privacy Policy or wish to exercise your privacy rights, please contact:

Privacy Officer

Invisor Business Facts Ltd.

Connect@invisorcpa.cawww.invisorcpa.ca