Client Portal Terms
Effective Date: January 1, 2014
YOU MUST READ AND AGREE TO THESE CLIENT PORTAL TERMS BEFORE USING THE CLIENT PORTAL.
Eligibility to use the Client Portal is not automatic, and all decisions regarding your eligibility to utilize the Client Portal section of the Website are made solely and exclusively in the discretion of BST. You agree not to contest any eligibility determination made by BST. As guidance, you must be a current client of SaxbST and have entered into a retainer with BST to be eligible to use the Client Portal.
To commence the approval process for use of the Client Portal, please contact BST at firstname.lastname@example.org. If BST determines that you may use the Client Portal, it will issue you a username and password or provide you with instructions for being issued a username and password.
USE OF THE CLIENT PORTAL
The Client Portal is provided as a convenient way for authorized users to access documents related to services being provided to you by BST. Upon your request, BST may upload your documents in BST’s possession to your account. You may also upload documents to your Client Portal account through Website functionality, but you may only upload documents related to services being provided to you by BST. The Client Portal may not be used to back-up ordinary materials or other records.
Client Portal accounts are allotted limited space for the storage of materials, and BST is under no obligation to provide you with additional space if you exhaust your storage space.
If you direct or have previously directed BST, via e-mail, phone or other method, to upload material to your account, or if you upload or have previously uploaded material to your account, you hereby consent to the transmission, storage and processing of such material by BST and by BST’s third-party information technology service provider.
BST is under no obligation to maintain the Client Portal or any material that you submit, post or make available to the Client Portal. BST reserves the right to withhold, remove and/or discard any such material in the Client Portal, with or without notice at any time.
SECURITY OF PASSWORD
AVAILABILITY OF THE CLIENT PORTAL
The Client Portal is offered to some clients of BST as a specialized service. BST may cease offering such service at any time and may impose restrictions on the Client Portal. You agree that BST is not liable to you as a result of BST’s cessation or modification to the offering of such service.
BST provides the Client Portal in association with third-party information technology service providers, and BST cannot and does not guarantee, represent or warrant that access to the Client Portal will be uninterrupted or error-free, and BST does not guarantee that users will be able to access or use all or any of the Client Portal features at all times.
CLIENT PORTAL SECURITY AND DISCLAIMER OF LIABILITY
Circular 230 Disclosure : Pursuant to recently-enacted U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this Website, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.
IN NO EVENT SHALL BST, ITS SUPPLIERS OR OTHER THIRD PARTIES MENTIONED ON THE WEBSITE BE LIABLE FOR ANY DAMAGES WHATSOEVER RESULTING FROM YOUR USE OR ANY OTHER INDIVIDUAL’S USE OF OR ACCESS TO THE WEBSITE OR THE CLIENT PORTAL. BST DOES NOT WARRANT THAT ACCESS TO THE WEBSITE WILL BE UNINTERRUPTED OR ERROR-FREE. ADDITIONALLY, BST DOES NOT WARRANT THAT ANY INFORMATION TRANSMITTED BY BST TO ANY INDIVIDUAL VIA THE WEBSITE IS ACCURATE, SECURE OR EFFECTIVE. FURTHER, NEITHER BST, NOR ANY OTHER PARTY INVOLVED IN THE CREATION, PRODUCTION OR HOSTING OF THE WEBSITE SHALL BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL OR PUNITIVE DAMAGES ARISING OUT OF YOUR USE AND/OR ACCESS TO THE WEBSITE AND ANY SERVICES CONTAINED HEREON, INCLUDING BUT NOT LIMITED TO THE CLIENT PORTAL. YOUR SOLE REMEDY FOR DISSATISFACTION WITH THE WEBSITE OR THE MATERIALS IS TO STOP USING THE WEBSITE OR THE MATERIALS.
Without limiting the foregoing, everything on the Website, including but not limited to the Client Portal, is provided to you “AS IS” and BST SPECIFICALLY DISCLAIMS ALL WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING WITHOUT LIMITATION THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT WITH RESPECT TO THE WEBSITE, ITS CONTENTS, AND ANY SERVICE PROVIDED VIA THE WEBSITE.
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