CPA Ontario Rule 208 and client portals

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

What is CPA Ontario Rule 208?

It addresses protecting client information and confidentiality. Obligations are set by the CPA Code of Professional Conduct — consult official CPA Ontario resources.

Does using Hivi-X make my firm compliant?

No software alone guarantees compliance. Your firm remains responsible for professional obligations, policies, and insurer guidance.

Is email acceptable for T-slips?

Many firms avoid unencrypted email for sensitive financial documents. A secure portal with encryption in transit and at rest is a common alternative.

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