When clients refuse the portal, guest link wins

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 do clients dislike about portals?

Another password, distrust of new brands, or bad experiences with government portals — guest OTP often feels lighter than full signup.

Is guest link less secure?

Guest access is OTP-gated and scoped to that business and client grant with configurable expiry — not an open folder link. Compare safeguards to your firm's email and chat habits.

Can the same client switch to my-id.ca later?

Yes. Clients who register can use the authenticated portal; prior guest uploads stay on the client record.

Does guest link work overseas?

Yes — see async overseas upload QC. OTP email is the main friction point; coach clients to check spam and Promotions.

Does guest link replace CICC file management?

No. It is an intake front door. Supporting documents and correspondence still belong on your coherent client file.

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