Contents

Canadian-hosted document collection for accountants

Canadian-hosted document collection for accountants

Data residency questions from clients

Clients and insurers ask where tax documents live. Canadian hosting simplifies the answer.

Security baseline

  • AES-256-GCM encryption at rest
  • TLS in transit
  • Self-hosted AI for supported features
  • Access controls within the firm

Trust documentation

See /trust for current security details and update your firm's vendor review accordingly.

Request a demo

If you are an Ontario accountant or bookkeeper collecting tax and bookkeeping documents through email, Hivi-X can help you build a cleaner intake process with reusable checklists and exportable PDF packages.

Start free trial or get the free Ontario T1 checklist PDF.

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

Where is Hivi-X data stored?
Canada.
Why does hosting location matter for CPAs?
Client confidentiality, firm policies, and insurer questionnaires often ask where financial documents are stored and processed.
Is Canadian hosting relevant to PIPEDA?
Canadian hosting can support your firm's privacy and data-residency policies, but Hivi-X is not PIPEDA-certified. Your firm remains responsible for its privacy program and client consents.

Stop chasing T-slips through email every tax season

Hivi-X helps Ontario accountants and bookkeepers collect T4s, RL-1s, receipts, and bank statements with user-built checklists, secure guest link (no account needed) or my-id.ca portal uploads, missing-item tracking, and exportable PDF packages for TaxCycle or DT Max.

Canadian-hosted document collection for accountants | hivi-x Docs