Terms of Use
Last updated July 5, 2026
The portal
Client Advisory operates this portal so accounting firms and professional advisors can share documents, collect signatures, and keep clients informed on an engagement. The portal is provided on behalf of the firm or advisor you are working with.
Access
Access to a portal is granted by email verification. There are no passwords. Sign-in links are personal to you and expire after 15 minutes; sessions on a device last 30 days. Do not share a sign-in link with anyone else.
Confidentiality
Documents made available to you through the portal are provided solely for the named engagement and are confidential. Please do not forward, copy, or share them outside that purpose without the consent of the firm or advisor you are working with.
Electronic signatures
Electronic signatures made on this portal are intended to be legally binding, in the same manner as a handwritten signature, to the extent permitted by applicable law. Each signature is recorded with the exact time, your verified email address, and a cryptographic fingerprint of the document signed.
Availability
The portal is provided as is. We work to keep it available and reliable, but we do not guarantee that it will be available at all times or free of error.
Contact
Questions about these terms may be directed to info@clientadvisory.ca.