Professional secrecy
Quebec trade rule for accountants and tax specialists, applicable throughout the Bas-Saint-Laurent region.
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
Leo in the cities of the Bas-Saint-Laurent 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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