Client portal vs email for accountants

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

When is email still used?

Many clients email slips anyway. Your team can add those files to the Hivi-X checklist on their behalf while the portal remains the structured source of truth.

Is a portal harder for seniors?

Clients can use a secure guest link (no account needed; email OTP verification) or log in to my-id.ca. Mobile photo upload works for T-slips. Many firms pair portal requests with phone support.

Does a portal replace TaxDome's portal?

Only if you choose Hivi-X for intake-only. Firms on full PM may keep TaxDome and add Hivi-X only if intake remains painful — evaluate your stack.

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