CPA firms handle the most sensitive financial information in their clients' lives. SecureVault provides the professional-grade, PIPEDA-compliant platform this responsibility demands.
CPA Canada's Rules of Professional Conduct require members to protect client confidentiality and to use due care in handling client information. Emailing tax returns as attachments or storing working papers on consumer cloud services doesn't meet that standard.
US cloud providers — including those with Canadian data centres — are subject to the US CLOUD Act. Federal agencies can compel disclosure of your clients' data without your knowledge or consent. For regulated professionals, this creates real professional liability. SecureVault is a Canadian company operating exclusively under Canadian law.
CPA Rules of Professional Conduct require protecting client information from unauthorized disclosure. Using a Canadian platform governed only by Canadian law ensures no foreign access risk.
The Income Tax Act requires taxpayers and their advisors to retain records for 7 years. SecureVault Managed Archiving automates this with indexed, searchable working paper archives.
Provincial CPA bodies conduct practice inspections that may require you to demonstrate your file management and security practices. Our audit trail and compliance reports support this.
Book a 20-minute call — we'll walk through your specific compliance obligations and how SecureVault addresses them.