Privacy Policy

Last Updated: November 18, 2025

Hey, Let's Talk About Your Privacy

Look, we get it – privacy policies can be a snooze-fest. But here's the thing: when you're dealing with your financial info, you deserve to know exactly what's happening with your data. So we're gonna keep this straightforward and honest.

At Helion Vexora Accounting Solutions, we're not just accountants who happen to care about privacy. We're professionals who've built our entire practice on trust and confidentiality. After years of handling cross-border tax matters and corporate finance stuff, we've seen firsthand how critical data protection really is.

Key Commitment

We comply with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) and all applicable provincial privacy legislation. Your financial data isn't just protected by our policies – it's protected by law, and we take that seriously.

What Information We Actually Collect

We're not gonna beat around the bush here. When you work with us, we need certain information to do our job properly. Here's what we typically gather:

The basics that help us know who we're working with:

  • Full legal name and any business names you operate under
  • Contact details (phone numbers, email addresses, mailing addresses)
  • Date of birth and Social Insurance Number (when required for tax filings)
  • Government-issued ID copies (we need these for CRA compliance)
  • Business numbers and corporate registration info

This is where the real meat of our work comes in:

  • Bank account details and transaction records
  • Investment portfolios and asset information
  • Income statements, expense records, invoices, receipts
  • Previous tax returns and CRA correspondence
  • International business dealings and foreign income sources
  • Payroll records and employee information (if you're running a business)
  • Corporate structure documents and shareholder agreements

When you visit our website or use our client portal:

  • IP addresses and device information
  • Browser type and operating system
  • Pages visited and time spent on our site
  • Login credentials and authentication data
  • Communication preferences and history

How We Actually Use Your Information

We're not collecting this stuff for fun. Every piece of information serves a specific purpose in helping you navigate your financial obligations and opportunities.

Core Accounting Services

Preparing tax returns, financial statements, managing payroll, handling CRA communications, and all the day-to-day accounting work you hired us for.

Cross-Border Compliance

Navigating international tax treaties, handling foreign income reporting, and making sure you're compliant in multiple jurisdictions.

Client Communication

Reaching out about deadlines, answering your questions, providing updates on your account, and keeping you in the loop about changes that affect you.

Strategic Advisory

Providing CFO-level insights, business valuations, tax planning strategies, and helping you make informed financial decisions.

Important Note

We'll never sell your information to third parties. Period. That's not our business model, and frankly, it goes against everything we stand for as professional accountants bound by confidentiality rules.

How We Keep Your Data Safe

Security isn't just about fancy tech – though we've got that too. It's about creating layers of protection and having a team that actually gives a damn about keeping your information secure.

Technical Safeguards
  • End-to-end encryption: Your data's encrypted both when it's moving between systems and when it's sitting in our databases
  • Secure servers: We use Canadian-based servers with enterprise-level security protocols
  • Multi-factor authentication: Access to your client portal requires more than just a password
  • Regular security audits: We test our systems quarterly to find and fix vulnerabilities
  • Firewall protection: Multiple layers of network security to keep the bad guys out
Physical & Administrative Security
  • Limited access: Only team members who need specific information to do their job can access it
  • Secure office premises: Our Vancouver office has controlled access and surveillance
  • Confidentiality agreements: Every person on our team has signed binding confidentiality agreements
  • Document destruction: When we no longer need physical documents, we shred 'em properly
  • Background checks: All staff undergo thorough background screening before handling client data
Real Talk

No system is 100% foolproof – anyone who tells you otherwise is lying. But we've invested heavily in security measures that meet or exceed industry standards. If there's ever a breach affecting your data, we'll notify you immediately and tell you exactly what happened and what we're doing about it.

When We Share Your Information

We don't hand out your info like candy at Halloween. But there are some situations where we need to share certain details – always with your best interests in mind.

Sometimes we're legally required to share information with:

  • Canada Revenue Agency (CRA) – for tax filings and compliance
  • Provincial tax authorities
  • Foreign tax authorities (when you've got international obligations)
  • Financial intelligence units (when required by anti-money laundering laws)

We'll always let you know when we're submitting something on your behalf, unless we're legally prohibited from doing so.

We work with trusted partners who help us serve you better:

  • Cloud storage providers (all Canadian-based with strict security protocols)
  • Accounting software companies (like QuickBooks, Xero, etc.)
  • External auditors (when needed for audit support)
  • Legal advisors (for complex corporate matters)
  • Banking institutions (for payroll services and business transactions)

All these partners are bound by confidentiality agreements and can only use your information for the specific purpose we've contracted them for.

How Long We Keep Your Stuff

We can't just delete everything the moment we're done with a tax return. There are legal requirements for how long we need to hang onto certain records.

Type of Information Retention Period Why We Keep It
Tax returns & supporting docs Minimum 7 years CRA audit period requirements
Financial statements 7 years Professional standards & regulations
Payroll records 6 years Employment standards legislation
Corporate documents Indefinitely (while active) Ongoing business relationship
Client communications 7 years Professional liability protection
Website usage data 2 years Analytics and service improvement

Once the retention period's up and there's no ongoing business need, we'll securely delete or destroy your information. But heads up – some information might be kept longer if there's an ongoing legal matter or regulatory requirement.

Your Rights (And How to Exercise Them)

This is your data, and you've got rights. Here's what you can do and how to actually make it happen:

Access Your Information

You can request a copy of the personal information we have about you. We'll provide it within 30 days.

Correct Errors

If something's wrong or outdated, let us know and we'll fix it. Accuracy matters, especially with financial stuff.

Request Deletion

You can ask us to delete your information, but we might need to keep some stuff for legal or regulatory reasons.

Withdraw Consent

If you've given consent for something specific, you can take it back (though this won't affect stuff we already processed).

Data Portability

Want your data in a format you can use elsewhere? We'll provide it in a commonly-used electronic format.

File a Complaint

If you think we've mishandled your data, you can complain to the Privacy Commissioner of Canada.

How to Reach Us

To exercise any of these rights, just send us an email at contact@helionvexora.info or call us at (604) 782-4956. We'll verify your identity (for security reasons) and get back to you within 30 days.

Cookies & Tracking Technology

Yeah, we use cookies. But not the delicious kind, unfortunately. Here's the scoop on what tracking stuff we use and why:

Essential Cookies

These are necessary for our website to function. They help with things like keeping you logged into the client portal and remembering your language preferences. You can't really opt out of these if you wanna use our services.

Analytics Cookies

We use tools like Google Analytics to understand how people use our site – what pages are popular, where folks are getting stuck, that kinda thing. This helps us make the site better. These cookies don't identify you personally.

Functional Cookies

These remember your preferences and choices to make your experience smoother. Like if you prefer seeing amounts in USD or CAD when you're looking at cross-border stuff.

Managing Cookies

Most browsers let you control cookies through their settings. You can block 'em or delete 'em, but heads up – some features of our site might not work properly if you do.

Third-Party Tracking

We don't use any advertising cookies or social media tracking pixels on our site. We're not in the business of selling ads – we're accountants, for crying out loud.

Changes to This Policy

Privacy laws change. Technology evolves. Our business practices adapt. So yeah, this policy might get updated from time to time.

When we make changes, we'll:

  • Update the "Last Updated" date at the top of this page
  • Post the new version on our website
  • Email active clients about any significant changes
  • Give you a heads-up before any changes take effect

We'd recommend checking back here occasionally, especially if you're curious about how we're handling data protection. We're pretty transparent about this stuff.

Questions About Privacy?

Look, privacy policies are complex, and we get that you might have questions. Don't hesitate to reach out – we'd rather answer a "dumb question" (there's no such thing, by the way) than have you worried about your data.

Get in Touch

Office Address

1288 West Georgia Street, Suite 420
Vancouver, BC V6E 3J7
Canada

Privacy Commissioner of Canada

If you're not satisfied with how we've handled your privacy concerns, you have the right to file a complaint with the Office of the Privacy Commissioner of Canada. Visit www.priv.gc.ca or call 1-800-282-1376.