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?

Yes in v1. Clients create a free my-id.ca account. 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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