Trade rules · Accountants and tax specialists

Leo, Orvel AI agentQuebec's Law 25

Quebec trade rule for accountants and tax specialists, applicable throughout the Saguenay–Lac-Saint-Jean region.

The rule

assess the project before connecting the agent: Every business must carry out a privacy impact assessment (évaluation des facteurs relatifs à la vie privée) for any project to acquire or develop an information system that involves personal information (art. 3.3). It collects only the necessary information (art. 5), informs the person of the purposes of the collection (art. 8) and takes security measures appropriate to its sensitivity (art. 10). Information is sensitive when, by its nature or the context of its use, it gives rise to a high degree of reasonable expectation of privacy (art. 12): treat income statements and social insurance numbers this way.

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

Quebec's Law 25 — what does it mean?

assess the project before connecting the agent: Every business must carry out a privacy impact assessment (évaluation des facteurs relatifs à la vie privée) for any project to acquire or develop an information system that involves personal information (art. 3.3). It collects only the necessary information (art. 5), informs the person of the purposes of the collection (art. 8) and takes security measures appropriate to its sensitivity (art. 10). Information is sensitive when, by its nature or the context of its use, it gives rise to a high degree of reasonable expectation of privacy (art. 12): treat income statements and social insurance numbers this way.

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