PIPEDA checklist for immigration practice software
A practical PIPEDA-oriented checklist when evaluating practice software for Canadian immigration consultants.
What to ask vendors
Ask how personal information is collected, used, stored, and disclosed; how access requests are handled; and where data is hosted.
Read the vendor Privacy Policy end-to-end. For Expert Consultants, start at /privacy-policy.
Operational habits
Limit employee access to what each role needs, keep audit-friendly records, and avoid shadow IT tools for client documents.
Pair privacy process with honest capacity planning — caps on clients/documents help you avoid uncontrolled data sprawl.
Related solutions
Expert Consultants — practice software for consultants and professional firms, with client portal, templates, and advertising options.