Email is not document collection 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

Why is email a poor document collection tool for accountants?

Email scatters T-slips and receipts across threads, arrives in mixed formats, and gives no dashboard of outstanding items. Staff spend February renaming files and sending reminder emails instead of preparing returns. A structured checklist request keeps everything in one client file.

What documents do Ontario T1 clients typically send by email?

T4/T4A/T5/T3 slips, RL-1 for Quebec employment, RRSP receipts, medical expenses, rental statements, self-employed receipts, bank PDFs, and prior-year NOA. Exact requirements vary by client — not tax advice.

Does Hivi-X replace TaxCycle, QuickBooks, or TaxDome?

No. Hivi-X handles the client-facing collection step — requesting, tracking, approving, and exporting source documents — before you enter data in tax or accounting software.

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