Client data
The questions accountants ask about client data. Answered plainly.
Your clients trust you with their slips and statements. Here's how a Firmstack system keeps that trust. All of it goes in your agreement.
- 01
Where does our client data live?
We'll answer this on the audit call and put it in writing before any build starts.
- 02
Which AI providers do you use, and do they train on our data?
We'll answer this on the audit call and put it in writing before any build starts.
- 03
Who on your team can access what, and how is access revoked?
We'll answer this on the audit call and put it in writing before any build starts.
- 04
Will you sign an NDA and a data processing agreement?
We'll answer this on the audit call and put it in writing before any build starts.
- 05
How does this fit Canadian privacy law?
We'll answer this on the audit call and put it in writing before any build starts.
- 06
What does the AI do, and what does it never do?
We'll answer this on the audit call and put it in writing before any build starts.
- 07
Where are the human review points?
We'll answer this on the audit call and put it in writing before any build starts.
- 08
What happens to data and access when an engagement ends?
We'll answer this on the audit call and put it in writing before any build starts.
Not legal advice. Your firm stays accountable for its clients' personal information under PIPEDA.
Have a question we haven't answered?
Bring it to the audit call. We'll put the answer in writing.
Book a free workflow audit30 minutes. No pressure, no obligation.