Preparation of tax returns both personal and corporate Conducted cash handling and credit card processing Maintained
confidentiality of client information Answered phone inquiries regarding tax issues Researched information on other state returns.
In the context of real estate, the obligation to maintain
confidentiality of client information applies in any agency relationship a licensee may have with the client; i.e. buyer agency, seller agency, brokerage agency, designated agency, or limited dual agency.
«We want to make sure that when lawyers work together that they are creating a professional firm that will develop a healthy culture and take responsibility for such things as accounting records, resolving conflicts, education, training of staff,
confidentiality of client information and file maintenance,» he says.
Torkin Manes is responsible under applicable privacy legislation for the Personal Information in our possession or control, and is governed, in part, by the Law Society of Upper Canada's Rules of Professional Conduct, which impose strict duties and obligations on law firms regarding
the confidentiality of client information.
Our own policies and procedures have been developed to protect
the confidentiality of client information and to help achieve compliance with relevant rules and regulations.
If you are a lawyer and you have client information on the device, this is a critical step for protecting
the confidentiality of client information....
Information on
the confidentiality of client information can be found in our Frequently Asked Questions and Client Information Sheet.
We respect the privacy of our clients and
the confidentiality of client information.
RAV respects the privacy of clients and
the confidentiality of client information.