How we protect your documents
Where your documents live
Your documents are stored in Microsoft 365, in SharePoint. Every connection between your device and this site is encrypted.
Who can see them
Only you and the people working on your engagement. Other clients cannot see your documents. Other firms that use this platform cannot see them either.
How sign in works
We verify your email address before showing you anything. Every sign-in link is unique to you and expires. Once you sign in, your session stays active on your device for 30 days. There are no passwords to steal.
Signatures you can rely on
Every signature is recorded as a permanent record, with the exact time, your verified email address, and a SHA-256 cryptographic fingerprint of the document you signed. Any change made to the document after signing is detectable.
What we do not do
We do not use third party analytics or advertising trackers on this portal. We do not sell or share your information. We do not send your documents by email attachment; they stay in the portal.
Electronic signatures in Canada
Electronic signatures are legally valid in every Canadian province and territory, recognized under each province's electronic commerce legislation and under PIPEDA at the federal level. A small number of document types, such as wills and powers of attorney, still require a handwritten signature; the documents you sign here do not fall in those categories. Each signature is recorded with the exact time, your verified email address, and a cryptographic fingerprint of the document.
Common questions
Is my information secure?
Your documents are stored in Microsoft 365, every connection to this site is encrypted, and this portal does not use trackers.
Who can see my documents?
Only the professionals working on your engagement. Other clients cannot see your documents, and other firms that use this platform cannot see them either.
Are electronic signatures legally binding?
Yes. See Electronic signatures in Canada above.
How do I know an email is really from you?
Every genuine email follows the same pattern. See how to know an email is really from us.
What if my link has expired?
Links expire for your protection. Request a new one on the home page, or ask the person you are working with to send a new one.
Who do I contact with questions?
For questions about the work itself, your accountant or advisor is the best place to start. For questions about the portal, write to info@clientadvisory.ca.