Accountant secure client portal in Canada

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Do clients need an account to upload?

No. Send a secure guest link: the client confirms a code sent to their email and uploads without an account. Clients who prefer can use a free my-id.ca account, and your team can also upload on their behalf when documents arrive by other channels.

Where is data stored?

Canada. Self-hosted AI — not sent to OpenAI, Google, or Anthropic. AES-256-GCM at rest; TLS in transit.

How is this different from Dropbox?

Hivi-X ties uploads to checklist items with missing-item tracking and approve/reject — not just a shared folder.

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