A document sent to the wrong person is an incident
Quebec trade rule for accountants and tax specialists, applicable throughout the Saguenay–Lac-Saint-Jean region.
The rule
A business that has reason to believe that a confidentiality incident has occurred must take reasonable measures to reduce the risk of harm. If the risk of harm is serious, it promptly notifies the Commission d'accès à l'information (Quebec's access to information commission) and the persons concerned (art. 3.5). That is why, with Leo, each client sees only their own file, and every access to your clients' documents is monitored.
Information about Quebec rules, not legal advice. Check with your professional order, advisor or the official source.
How Leo helps
- Documents
- Deadlines
- Appointments
- Questions
Collects client documents, reminds clients of tax deadlines, answers common questions about your services and fees and schedules appointments.
Other trade rules followed by Leo
Leo in the cities of the Saguenay–Lac-Saint-Jean region
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Questions
A document sent to the wrong person is an incident — what does it mean?
A business that has reason to believe that a confidentiality incident has occurred must take reasonable measures to reduce the risk of harm. If the risk of harm is serious, it promptly notifies the Commission d'accès à l'information (Quebec's access to information commission) and the persons concerned (art. 3.5). That is why, with Leo, each client sees only their own file, and every access to your clients' documents is monitored.
Does Leo apply this rule automatically?
Leo follows your templates and rules and shows you the result for approval. Gives no personalized tax advice: the accountant validates.
Is this legal advice?
No. This is general information about Quebec rules. Always check with your professional order, advisor or the official source.
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