Terms for using PortalLess.

Agreement

These Terms of Service govern access to and use of PortalLess. They are a practical starter draft and should be reviewed by legal counsel before accepting paying customers.

Who may use PortalLess

• PortalLess is intended for accounting firms, bookkeepers, tax preparers, and related professional service providers.
• You must provide accurate firm and account information.
• You are responsible for users you invite to your firm workspace and for actions taken through your account.
• You must have permission to request, upload, store, and process any client files submitted through PortalLess.

Acceptable use

• Do not use PortalLess for unlawful, abusive, deceptive, or harmful activity.
• Do not upload malware, executable payloads, or content designed to disrupt systems.
• Do not attempt to bypass access controls, probe infrastructure, or access another firm's data.
• Do not use PortalLess as a general public file-sharing service.

Customer responsibilities

• You are responsible for deciding what information to request from clients.
• You are responsible for your firm's professional, regulatory, tax, privacy, and retention obligations.
• You should review uploaded documents promptly and route them into your firm's system of record when appropriate.
• You are responsible for maintaining appropriate access controls within your firm.

Service availability and changes

PortalLess may change, suspend, or discontinue parts of the service as the product evolves. We aim to provide reliable service, but we do not guarantee uninterrupted or error-free operation.

Disclaimers and limitation of liability

PortalLess provides document collection software. It does not provide tax, accounting, legal, compliance, or security advice. Before launch, this section should be replaced with attorney-reviewed limitation-of-liability language appropriate for your business.

Contact

Before launch, add a dedicated legal or support contact address here, such as support@portalless.com.