Professional secrecy
Quebec trade rule for accountants and tax specialists.
The rule
it also applies to tools: The Professional Code (Code des professions) requires professionals to respect the secrecy of all confidential information that comes to their knowledge in the practice of their profession (art. 60.4). If you are a member of a professional order, this secrecy follows you in your choice of providers. Leo applies your confidentiality rules, never sends a document to the wrong person, and answers only from your documents. Have your setup validated by your professional order or your advisor.
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
This rule, region by region
- Professional secrecy · the Capitale-Nationale region
- Professional secrecy · Montreal
- Professional secrecy · Laval
- Professional secrecy · the Outaouais region
- Professional secrecy · the Montérégie region
- Professional secrecy · the Eastern Townships (Estrie)
- Professional secrecy · Chaudière-Appalaches
- Professional secrecy · the Saguenay–Lac-Saint-Jean region
- Professional secrecy · the Mauricie region
- Professional secrecy · Lanaudière
- Professional secrecy · the Centre-du-Québec region
- Professional secrecy · the Laurentians
- Professional secrecy · the Bas-Saint-Laurent region
- Professional secrecy · Abitibi-Témiscamingue
- Professional secrecy · the Côte-Nord region
- Professional secrecy · the Gaspésie–Îles-de-la-Madeleine region
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Questions
Professional secrecy — what does it mean?
it also applies to tools: The Professional Code (Code des professions) requires professionals to respect the secrecy of all confidential information that comes to their knowledge in the practice of their profession (art. 60.4). If you are a member of a professional order, this secrecy follows you in your choice of providers. Leo applies your confidentiality rules, never sends a document to the wrong person, and answers only from your documents. Have your setup validated by your professional order or your advisor.
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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