The client portal is made available for continued access to documents such as tax returns and financial statements. These documents will remain in your portal for a stated period of time in accordance with FSW’s record retention and portal use policies. If the documents you are exchanging with an FSW employee are more temporary in nature, please use the “Secure Upload” link above to exchange files. If you do not currently have a portal and would like one, please contact our office at (701) 280-2100 to have a portal set up. The FSW Portal Client User Guide Is Below.
CLIENT PORTAL & FILE EXCHANGE AGREEMENT
PLEASE READ THESE TERMS AND CONDITIONS OF USE CAREFULLY. THIS IS A LEGAL CONTRACT.
The Fiebiger, Swanson, West &Co., PLLP (“FSW”) client portal is offered to you conditioned on your acceptance of the terms, conditions and notices contained in this Client Portal Agreement, as may be updated from time to time by FSW. By using the portal you agree to these terms and conditions. If you are not a FSW client or authorized employee of a FSW client, then any use by you of the portal is prohibited.
Description of Service
The portal provides FSW clients and their authorized employees with access to information displayed on the portal for inquiries and deliveries of documents and communications for their account only. The information, documents and communications on the portal are provided as a convenient resource to clients and may be used for informational purposes only.
User Password and Security
Using the portal and its related services requires the use of a password and a user name. The confidentiality of your password and account is your responsibility. You must take appropriate security measures to maintain the confidentiality of your password and username and to prevent disclosure to any unauthorized persons. Any activities that occur under your account are your responsibility and not the responsibility or liability of FSW. You agree to notify FSW immediately of any unauthorized use of your account or any other breach of security by contacting us at (701) 280-2100. It is prohibited to use anyone else’s account without the express permission of that account holder.
Accuracy of Content and Liability Disclaimer
FSW will strive to use reasonable efforts to include accurate and updated information on the portal. HOWEVER, YOU UNDERSTAND AND AGREE THAT FSW IS UNDER NO OBLIGATION TO DO SO AND NEITHER FSW NOR ITS SUPPLIERS MAKE ANY REPRESENTATION OR WARRANTY ABOUT THE SUSTAINABILITY, RELIABILITY, AVAILABILITY, TIMELINESS, AND ACCURACY OF THE INFORMATION SOFTWARE, DOCUMENTS AND COMMUNICATIONS CONTAINED ON THE PORTAL FOR ANY PURPOSE. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, ALL SUCH INFORMATION, SOFTWARE, DOCUMENTS AND COMMUNICATIONS ARE PROVIDED “AS IS” WITHOUT WARRANTY OR CONDITION OF ANY KIND. FSW AND ITS SUPPLIERS HEREBY DISCLAIM ALL WARRANTIES AND CONDITIONS WITH REGARD TO SUCH INFORMATION, SOFTWARE, DOCUMENTS AND COMMUNICATIONS, INCLUDING WITHOUT LIMITATION, ALL IMPLIED WARRANTIES OR CONDITIONS OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NONINFRINGEMENT.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL FSW OR ITS SUPPLIERS BE LIABLE FOR ANY DIRECT, INDIRECT, PUNITIVE, INCIDENTAL, SPECIAL, CONSEQUENTIAL DAMAGES OR ANY OTHER DAMAGES WHATSOEVER, INCLUDING WITHOUT LIMITATION, DAMAGES FOR LOSS OF USE, DATA OR PROFITS, ARISING OUT OF OR IN ANY WAY CONNECTED WITH YOUR USE OR THE PERFORMANCE OF THE PORTAL, WITH THE DELAY OR INABILITY TO USE THE PORTAL OR RELATED SERVICES, WHETHER BASED IN CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY OR OTHERWISE, EVEN IF ANY OF FSW OR ITS SUPPLIERS HAS BEEN ADVISED OF THE POSSIBILITY OF DAMAGES. CERTAIN STATES DO NOT PERMIT TYPES OF THESE LIMITATIONS, SO THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU. IF YOU ARE DISSATISFIED WITH ANY PORTION OF THE PORTAL, INFORMATION, DOCUMENTS OR COMMUNICATIONS ON THE PORTAL, OR WITH ANY OF THESE TERMS AND CONDITIONS OF USE, YOUR SOLE AND EXCLUSIVE REMEDY IS TO CEASE USING THE PORTAL AND THE INFORMATION, DOCUMENTS OR COMMUNICATIONS YOU OBTAINED FROM THE PORTAL. YOU MUST CONTACT FSW at (701) 280-2100 TO CANCEL YOUR PASSWORD AND USERNAME.
Icons, Logos and Other Proprietary Material
The trademarks, logos, and service marks (collectively the “Trademarks”) displayed on the FSW portal are registered and common law trademarks of FSW. Nothing contained on the portal should be construed as granting, by implication, or otherwise, any license or right to use any of the Trademarks displayed on the portal without the written permission of FSW. Your use of any of the Trademarks displayed on the portal or displayed on any content on the portal is strictly prohibited.
You should assume that everything you see or read on the portal is copyrighted and is a trade secret and may not be used except as provided in these terms and conditions of use or in the text on the portal without the written permission of FSW.
Changes to Terms and Conditions of Use
FSW may at any time modify the terms, conditions and notices under which the portal is offered by updating this posting. You are bound to any such modifications if you continue to use the FSW portal. FSW may terminate the portal in its sole discretion.
Confidentiality, Information Protection, and Protection of Data
Notwithstanding any existing legal or contractual obligations regarding confidentiality between you and FSW, you undertake to treat all knowledge relating to business secrets, which come into your possession, as confidential. You shall assure that any protected data, which comes into your possession through the use of the portal, is not transmitted to any unauthorized person. In partial consideration of the opportunity to access the resources of the portal concerning your account, you agree to maintain the strict confidentiality of access of the portal and its data (including password and username) to you and your authorized employees and to indemnify and hold harmless FSW and its officers, partners, agents, and employees and their heirs, successors and assigns from and against any and all claims, actions, demands, losses, damages, judgments, costs and expenses, including without limitation, reasonable attorneys’ fees and liabilities of every kind which may arise from your or your employees’ use of the portal or because of violation of these terms and conditions of use.
No Unlawful or Prohibited Use
You are prohibited from using the portal to damage, disable, or overburden FSW’s servers or network or impair the portal or interfere with any other party’s use of the portal. Hacking, password mining or any other means to gain unauthorized access to the portal, portal accounts, computers or network is prohibited. Posting or transmitting any unlawful, threatening, libelous, defamatory, obscene, scandalous, inflammatory, pornographic, or profane material or any material that could constitute or encourage conduct that would be considered a criminal offense, give rise to civil liability, or otherwise violate any law is also prohibited. FSW will fully cooperate with any law enforcement authorities or court order requesting or directing FSW to disclose the identity of anyone posting any such information and materials.
IRS CIRCULAR 230 DISCLOSURE
To ensure compliance with requirements imposed on June 20, 2005 by the United States Treasury, FSW informs you that any tax advice contained in communication (including any attachments) using the portals was not intended or written to be used, and cannot be used, for the purpose of 1) avoiding tax-related penalties or 2) promoting, marketing or recommending to another party any tax related matters addressed in this communication.
I hereby agree to the terms and conditions of the FSW Client Portal Agreement: