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Client Login Terms

Effective Date: February 5, 2010

YOU MUST READ AND AGREE TO THESE CLIENT PORTAL TERMS BEFORE USING THE CLIENT PORTAL

RBT CPAs, LLP (hereinafter “RBT”), in connection with its third-party licensors, provides access and use of this Client Portal subject to your agreement to these Client Portal Terms (the “Terms”). You should have already signed a formal retainer agreement (“retainer”) with RBT. These Terms, and the terms and conditions of the Mandatory Terms of Use and Privacy Policy, both of which are expressly incorporated herein by reference, supplement any other agreement you have with RBT and govern the relationship between RBT and you, the Visitor, with respect to your use of the Client Portal. YOUR USE OF THE CLIENT PORTAL BINDS YOU TO THESE TERMS. If you do not agree to these Terms, the Mandatory Terms of Use, and Privacy Policy, you must not use the Client Portal.

As used in this Agreement, the words “you” and “your” refer to any person accessing the RBT Website. The words “we,” “us,” and “our” refer to RBT. All definitions from the Mandatory Terms of Use and Privacy Policy are incorporated herein. The terms and definitions in these Terms govern to the extent that any term of definition in such agreements conflicts with a term or definition in these Terms.

ELIGIBILITY
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 RBT. You agree not to contest any eligibility determination made by RBT. As guidance, you must be a current client of RBT and have entered into a retainer with RBT to be eligible to use the Client Portal.

To commence the approval process for use of the Client Portal, you must register for a Client Portal account by filling out and submitting the application located at www.rbtcpas.com/portal and agreeing to these Terms. If RBT determined that you may use the Client Portal, it will issue you a username and password and notify you of such information.

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 RBT. Upon your request, RBT may upload your documents in RBT’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 RBT. 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 RBT is under no obligation to provide you with additional space if you exhaust your storage space.

If you direct or have previously directed RBT, 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 RBT and by RBT’s third-party information technology service provider.

RBT is under no obligation to maintain the Client Portal or any material that you submit, post or make available to the Client Portal. RBT 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
In accordance with the Mandatory Terms of Use, You may not share any password or access to any area of the Website granted to you by RBT with any other person. You must keep your user password and any other information needed to log-in to the Client Portal confidential and secure. RBT is not responsible for any unauthorized access to your account or profile by other Website visitors and any ramifications of such access. However, under confirmed unauthorized use circumstances, RBT may take reasonable efforts with reasonable speed, to disable, lock or otherwise address your situation. In the event that you would like to report a breach, please contact portal@rbtcpas.com with the term “Account Breach Notice” in the subject line.

AVAILABILITY OF THE CLIENT PORTAL
The Client Portal is offered to some clients of RBT as a specialized service. RBT may cease offering such service at any time and may impose restrictions on the Client Portal. You agree that RBT is not liable to you as a result of RBT’s cessation or modification to the offering of such service.

RBT provides the Client Portal in association with third-party information technology service providers, and RBT cannot and does not guarantee, represent or warrant that access to the Client Portal will be uninterrupted or error-free, and RBT 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
The Client Portal is currently operated by Citrix ShareFile, and RBT may provide your personal information to Citrix ShareFile in connection with the operation of the Client Portal, as outlined in the Privacy Policy. You further understand that Citrix ShareFile represents that it maintains the strict security and confidentiality of data uploaded and stored to its systems, as outlined in its “ShareFile Security FAQ”.

(https://support.citrix.com/article/CTX208317)

In addition to the Limitation of Liabilities and Disclaimers noted in the Mandatory Terms of Use, You understand and agree that RBT does not manage the storage of information placed on accounts in the Client Portal, and shall not be liable for any data breach, loss, damage, or disclosure of the information placed on the Client Portal, nor shall RBT be liable for any losses or damage based on such failures. You further agree that RBT exercised appropriate due diligence and care in the selection of Citrix ShareFile for the management of the data stored on and through the Client Portal.

The Materials are not intended to constitute, and DO NOT constitute, financial, tax, investment or business advice. Those accessing the Materials should not act upon them without first seeking legal, financial, tax or other relevant counsel, as these Materials are general in nature, and may not apply to particular factual or legal circumstances. As such, the Materials should not be used as a substitute for consultation with a professional adviser. Materials are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on taxpayers. Please consult a professional adviser should you have questions regarding legal, financial, tax or other such counsel. Neither RBT, nor its affiliates, employees, agents, officers or directors will be responsible for any financial, legal, tax, business or other decisions you may make.

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 RBT, 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. RBT DOES NOT WARRANT THAT ACCESS TO THE WEBSITE WILL BE UNINTERRUPTED OR ERROR-FREE. ADDITIONALLY, RBT DOES NOT WARRANT THAT ANY INFORMATION TRANSMITTED BY RBT TO ANY INDIVIDUAL VIA THE WEBSITE IS ACCURATE, SECURE OR EFFECTIVE. FURTHER, NEITHER RBT, 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. 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 is provided to you “AS IS” and RBT 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.

We are asking our clients to use the RBT Dropbox set up outside our buildings to drop-off your information. Our team will be checking the box throughout the day and upon receipt of the same we will notify you via email or telephone that we have received it. We can also accept your documents via mail, your portal, or a secure email. Please feel free to contact our offices or your RBT professional, to discuss your options. For completed returns or any documents you may need, we can upload them to your portal or mail them to you. Again, please let us know your preference. We will continue to tailor our approach to meet your specific needs, and we will adjust and communicate with you as circumstances change. If you have any questions or concerns about your engagement, please reach out to your RBT professional team.
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