SharePoint vs structured RCIC document intake

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

Can Ontario RCIC firms use SharePoint alone for client intake?

You can store files there, but folders do not encode item-level status, client upload QC, or a per-file completeness view principals need during ITA season.

Does Hivi-X replace SharePoint or my immigration CRM?

No. Hivi-X is document collection and QC. Many firms export a PDF package into SharePoint or their CRM after intake is complete.

What does SharePoint miss for RCIC intake?

Approve/reject per document, guest upload without account creation, missing-item dashboard, and co-agent visibility on the same checklist — not just who edited a folder last.

Is Canadian hosting required for RCIC client files?

PIPEDA does not prescribe a single hosting country in every case, but many Ontario firms prefer Canadian-hosted collection for client trust and contractual promises. Hivi-X uses AES-256-GCM encryption on Canadian infrastructure for uploaded client documents. Confirm your privacy notice and CICC file-security duties separately.

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