Terms of service

1. Who we are

AccountantPortal is operated by Dereck Guay, a sole proprietor based in Alberta, Canada (“we”, “us”). In these terms, “you” and “your firm” mean the accounting or bookkeeping practice that opens an account, and “users” means the people your firm invites.

2. The service

AccountantPortal lets your firm request documents from its clients, send automatic reminders, review uploads, collect electronic signatures and download files. Features may change over time; we won’t remove a core feature you pay for without reasonable notice.

3. Your account

You’re responsible for the accuracy of your account information, for keeping sign-in details confidential and for what your users do in your account. Tell us promptly if you believe your account has been compromised. You must be able to enter into a contract on behalf of your firm.

4. Your clients’ information

Your firm remains responsible for the personal information of its clients. For that information, we act as a service provider processing it on your behalf and according to your instructions, as described in our privacy policy. You confirm that you have the authority to collect and send it to us.

5. Acceptable use

• Don’t use the service for unlawful purposes or to send unsolicited messages.
• Don’t upload malware or try to break, overload or probe the service.
• Don’t try to access other firms’ data.
• Don’t resell the service without our written agreement.

6. Electronic signatures

We provide the tools to collect electronic signatures and the records described on our website. You are responsible for deciding whether an electronic signature is appropriate for a given document and for meeting the requirements of the CRA, Revenu Québec or any other authority that apply to you.

7. Plans, trial and payment

Prices are in Canadian dollars and exclude applicable taxes. Paid plans are billed in advance, monthly or yearly, and renew automatically until cancelled. The free trial lasts 14 days and requires no payment card. Firms admitted to the founding offer use the service free until April 30, 2027, then continue on their plan. The price of your plan is locked for as long as your subscription stays active: we will not raise it at renewal. If you cancel and subscribe again later, or switch to another plan, the prices in effect at that time apply and are then locked the same way. Taxes may change as the law requires. On monthly plans you may pause billing for 1 to 6 whole months, starting at the end of a paid period; during a pause nothing is charged, the account is read-only, your data is kept and your subscription, with its locked price, stays active.

8. Cancellation and your data

You can cancel at any time; your plan stays active until the end of the period already paid. Refunds are not provided for partial periods, except where required by law. After that, your account stays available in read-only mode, so you can still view and export your data. An owner can delete the firm and all its data at any time in the settings.

9. Availability and support

We work to keep the service available and to fix problems quickly, but we don’t guarantee uninterrupted service. We may perform maintenance, preferably outside business hours.

10. Liability

To the extent permitted by law, our total liability for any claim relating to the service is limited to the amounts you paid us in the 12 months before the claim. We are not liable for indirect or consequential losses. Nothing in these terms limits rights that cannot be limited under applicable consumer protection law.

11. Changes to these terms

We may update these terms. We’ll give you at least 30 days’ notice of material changes by email or in the app.

12. Governing law

These terms are governed by the laws of Alberta and the federal laws of Canada that apply there. These terms are available in English and in French.

13. Contact

Questions about these terms: use our contact form or write to support@accountantportal.ca.