Policy packs · Accounting / CPA
Accounting firms policy pack
Ready-made privacy, acceptable-use, AI, and client-consent documents written for accounting firms, in Canadian and US variants with the correct laws and regulators built in. Lavawall® generates them from the security and IT data you already collect, so the wording matches the confidentiality accountants owe their clients.
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Privacy · acceptable use · AI · client consent · Canadian & US variants
Written around what accounting firms actually handle
Accounting firms handle client financial records, tax filings, and payroll data. Instead of a generic template, each document in the pack is written around that data and the confidentiality accountants owe their clients, in plain language, and generated from the security and IT data you already collect.
The laws and regulators built in
Every pack ships in Canadian and US variants with the right rules referenced for each, so you are not editing a template to guess what applies.
Canadian variant
- PIPEDA
- Provincial privacy law (Alberta PIPA, BC PIPA, Quebec Law 25)
- CPA provincial body conduct rules
- CASL for client email
US variant
- GLBA / FTC Safeguards Rule
- IRS Publication 1075 where federal tax information is handled
- State privacy laws (CCPA/CPRA and similar)
- AICPA confidentiality standards
In every accounting firms pack
Privacy policy
How personal information is collected, used, protected, and disclosed, tailored to your data.
Acceptable-use policy
Clear rules for staff on systems, devices, and data, for the way you actually work.
AI-use policy
Guardrails to adopt AI tools without exposing sensitive or confidential data.
Client-consent documents
Consent language that fits your relationship and jurisdiction.
Because the pack is generated from your live security and IT data, it stays accurate as your posture changes, instead of a stale template you have to defend.
Generate your accounting firms pack
The GRC Wizard takes your industry and compliance requirements into account, then builds the right documents from the data you already collect.
Frequently asked questions
How are these documents generated?
Lavawall builds them from the security and IT data you already collect, so the wording matches what your organization actually does rather than a generic template, and it stays current as your posture changes.
Do the documents cover Canadian and US law?
Yes. Every pack comes in Canadian and US variants with the right privacy laws and regulators referenced for each jurisdiction.
Which privacy rules apply to a Canadian accounting firm?
Federally, PIPEDA covers client personal information collected in the course of commercial activity, with provincial privacy law (Alberta PIPA, BC PIPA, Quebec Law 25) layered on where you operate, plus your CPA body's confidentiality rules and CASL for email. The Canadian variant of the pack references the right ones for your province.
Do you cover US CPA firms?
Yes. The US variant references the FTC Safeguards Rule (GLBA), IRS Publication 1075 where federal tax information is involved, and the state privacy laws that apply where your clients are.