Stored in Canada
Files are hosted in Canada and stay here.
Uploaded files are hosted in Canada. Your clients’ documents stay in the country.
Security and privacy
Your clients’ documents deserve better than an inbox
Tax slips carry social insurance numbers, income and home addresses. Here’s how AccountantPortal looks after them.
Encrypted in transit and at rest
HTTPS everywhere. Stored files are encrypted.
Every connection uses HTTPS, and stored files are encrypted.
Scanned for viruses
Every upload is scanned before your firm opens it.
Every upload is scanned before anyone at your firm can open it.
Private links that expire
Each client gets a private link that expires.
Clients reach their checklist through a private link that expires. You can also require a one-time code sent by email before anything is shown.
Two-factor sign-in, required
Every staff account signs in with a second factor.
Every staff account signs in with a password and a code from an authenticator app. It can’t be turned off.
A complete audit trail
Who did what, and when. Signing events can’t be edited.
Uploads, approvals, reminders and signatures are recorded with who did what, and when. Signing events can’t be edited or deleted.
Signatures you can verify
Sealed PDF, certificate and SHA-256 fingerprint.
Signed PDFs are sealed, with a certificate of completion and a SHA-256 fingerprint. Anyone can check a signed document on the public verification page.
Privacy law: PIPEDA and Quebec’s Law 25
AccountantPortal is designed to help your firm meet its obligations under PIPEDA and Quebec’s Act respecting the protection of personal information in the private sector (Law 25).
- Retention settings: decide how long documents are kept
- Export or delete a client’s information on request
- Tracking on this website only with your consent
- A clear privacy policy, in English and French
Questions about security, or need details for your own privacy assessment?
Contact usTry it on your next tax season.
Set up your checklists, send one to a real client and watch the reminders do the work. If it isn’t for you, you’ve lost nothing.
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