1. Firm account
AdvisoryLift.com is designed for accounting and advisory firms. The first person who creates a firm account becomes the initial firm admin and is responsible for inviting authorized team members.
2. Access to tools
Available apps and tools are based on the firm's active subscriptions, memberships, and permissions. Access may change when a subscription, firm membership, or admin role changes.
3. Responsible use
Users should only upload, process, or view information they are authorized to handle. Users are responsible for protecting login credentials and for following their firm's client confidentiality obligations.
4. Changes and availability
AdvisoryLift.com may update features, security controls, and service terms as the product evolves. Material updates should be communicated through the app or the firm account contact.
Also review the Privacy Policy and End User License Agreement.