Security and data
Storage, access and document processing, explained clearly.
Your files are stored in Montreal. Automated preparation may involve temporary processing outside Canada.
Storage doesn't move: your files are kept in Montreal. If you use automated preparation, an extract of the document is sent to a subprocessor for analysis, then deleted within 30 days at most. That analysis may take place outside Canada, only for the duration of processing, with your client's consent, and you validate every field. The full assessment (Law 25) is published in black and white.
Read the assessment on the Trust pageDownload your files, documents and records in a structured archive. Access and export remain available without an active subscription.
Ending a subscription does not remove retention requirements. Documents remain stored under the applicable policy.
complete archive
Export everything