Trade rules · Accountants and tax specialists

Leo, Orvel AI agentProviders

Quebec trade rule for accountants and tax specialists, applicable throughout Abitibi-Témiscamingue.

The rule

a written contract and the question of outside Quebec: You may entrust information to a provider without the client's consent if it is necessary for its mandate, provided you do so in writing and state in the contract the measures that protect confidentiality (art. 18.3). Before information is communicated outside Quebec, a privacy impact assessment (évaluation des facteurs relatifs à la vie privée) is required (art. 17). Ask any provider in writing, ZeniTech included, where your data travels.

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.

Questions

Providers — what does it mean?

a written contract and the question of outside Quebec: You may entrust information to a provider without the client's consent if it is necessary for its mandate, provided you do so in writing and state in the contract the measures that protect confidentiality (art. 18.3). Before information is communicated outside Quebec, a privacy impact assessment (évaluation des facteurs relatifs à la vie privée) is required (art. 17). Ask any provider in writing, ZeniTech included, where your data travels.

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.

Take action

Let's talk for 15 minutes?

A Zenitech expert will call you back within 24 hours to see what Orvel can do in your day. No obligation.

Phone · 581 748-7017Head office · 895, rue Raoul-Jobin, Québec (Québec) G1N 1S6