Client Document Portal and Practice Document Management System

Email is simply not secure. For example, if a client who is located within my city attempts to email a file to me, that file will go via Toronto, New York, then Montreal, then California, then back to our city.

As a professional, I am required to ensuring that my client’s records are protected. If I email, I am breaching their privacy.

When a bank employee requests that I email the files to them, I ask them if they would be willing to email me a copy of their tax slips or bank statement. I have yet to get any bank employee willing to email me client records and accordingly, I will not use the same method that they refuse to use.

My clients are aware of my opinion of this and know that they will not get me to email their records ever. Their choice is to access the files through the portal or I will post them or they can pick them up.