Guest OTP vs forcing client portal signup for RCICs

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 immigration clients need a my-id.ca account to upload?

No. Guest link with email one-time code lets them upload to checklist items without creating an account.

Is guest access less secure than portal login?

Guest grants are OTP-gated, scoped to that business and client, and time-limited — not open folder links.

When should RCICs prefer full portal signup?

When clients want a reusable document vault across matters or your firm policy prefers authenticated sessions.

Does guest OTP replace WhatsApp?

It gives a structured alternative. Chat fallbacks can still be uploaded onto checklist lines the same day.

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