Portal Terms of Service

Agreement to these terms

These Terms govern access to Portal, the portalops.studio website, account services, billing flows, installers, desktop verification, support materials, downloads, updates, and related Portal-operated services. By creating an account, downloading the installer, using the desktop app, connecting cloud storage, importing records, or using a trial, you agree to these Terms.

If a separate written enterprise agreement, signed order form, or custom services agreement applies, that agreement controls where it directly conflicts with these Terms.

Portal software and service model

Portal is a local-first business operating workspace. The desktop application is intended to help users organize business files, projects, documents, receipts, evidence, contacts, cloud backup routes, and audit exports. The website is primarily for account creation, plan selection, billing, downloads, release information, password recovery, and administrative management.

Portal is not a cloud drive, legal service, tax service, accounting firm, bank, payment processor, or professional advisory service. Portal may organize or display records, but users remain responsible for the truth, accuracy, legality, classification, and business use of those records.

Accounts and access

A Portal account is required for subscription verification and desktop access. You are responsible for keeping login credentials, recovery materials, vault passwords, device access, and account sessions secure. You must promptly notify Portal if you believe your account or device access is compromised.

You may not share internal-user seats outside your organization, bypass seat limits, resell access without permission, reverse engineer access controls, or use the app to interfere with Portal infrastructure or other users.

Desktop access and offline verification

Installing the Portal desktop app does not grant permanent access. The desktop app may require internet connection after login to verify account status, subscription status, release eligibility, device registration, and offline grace. After verification, local work may continue offline during an allowed grace window. When that window expires or the subscription becomes inactive, the app may require reconnection before protected or plan-gated features unlock again.

Portal may change verification intervals, offline grace windows, and access enforcement where needed for security, billing integrity, abuse prevention, or release compatibility.

Subscriptions, billing, and trials

Portal plans are billed through Stripe or another authorized billing provider. Plan access is based on the active subscription, trial grant, enterprise agreement, or admin-issued access state attached to the account. Prices, limits, and features may change, but existing paid subscription periods remain governed by the billing term already purchased unless a required legal, security, or provider change applies.

Trials may be offered for eligible plans. Trial access can be changed, extended, revoked, or limited by Portal admin controls when abuse, fraud, payment risk, or policy violations are suspected. A trial does not guarantee continued access after the trial period ends.

Refund policy and cancellation

Portal subscription payments are non-refundable except where a separate written enterprise agreement states otherwise or a refund is required by applicable law. Portal does not provide refunds or credits for unused time, partial billing periods, plan downgrades, inactive use, user error, missed cancellation, local device issues, cloud-provider issues, or discontinued use during an active paid term.

Canceling a subscription stops the next renewal. Cancellation does not immediately terminate already-paid access. If your subscription is scheduled to end on the 30th, canceling before that date prevents renewal and keeps eligible app access active until the end of the current paid subscription term, unless access is suspended for fraud, abuse, chargeback, security risk, or policy violation.

Downgrades, plan limits, and locked resources

If you downgrade below current usage, Portal may preserve data while locking or limiting access to businesses, internal users, cloud connections, signing volume, automations, storage routes, or other resources above the new plan limit. For example, if a plan allows one business but your previous plan allowed three, Portal may require you to choose which business remains active while the others are locked until you archive, export, remove, or upgrade.

Locked resources are not intended to delete user data automatically. However, users are responsible for maintaining backups and exporting records before canceling or changing plans.

Local files, cloud storage, and user responsibility

Portal is designed to work with user-selected local and cloud storage paths. Users must choose correct storage routes, review folder plans, approve migrations, verify file previews, keep independent backups, and avoid deleting or modifying protected files outside Portal without understanding the consequences.

When cloud integrations are used, third-party provider rules, outages, limits, account permissions, and token policies may affect availability. Portal is not responsible for provider outages, account suspensions, external sync conflicts, or user actions taken directly inside Google Drive, Dropbox, OneDrive, WebDAV, external drives, Explorer, Finder, or design software.

Account sync, business sync, and temporary file transfer

Portal may store account profile data, business metadata, business membership, subscription state, brand hierarchy, app settings, sync manifests, and non-sensitive record indexes so authorized users can sign in on multiple devices and see the same business workspace context. This account sync is intended for coordination and recovery; it is not a replacement for the user’s own local or cloud backup.

Sensitive source files, tax documents, EIN records, bank documents, identity documents, contracts, receipts, and similar user files are intended to remain in user-controlled local storage or user-selected cloud storage. If Portal provides temporary API transfer for a file between authorized users, that transfer is temporary, may require encrypted payloads, is subject to size and expiration limits, and is not permanent document storage. Users are responsible for deciding whether a file is appropriate to send and for keeping their own retained copy.

Documents, signatures, and records

Portal may generate or organize templates, contracts, invoices, notices, summaries, signatures, receipts, and audit packages. Templates are operational tools, not legal advice. Users are responsible for reviewing all documents before sending, signing, relying on, filing, or enforcing them.

Electronic signatures, viewed events, audit logs, and document states may support recordkeeping, but users remain responsible for confirming that their process meets any legal, business, tax, industry, or jurisdictional requirement that applies to them.

Transactional email and signing links

Portal may send transactional emails through a Portal-controlled email provider for account verification, password recovery, team invitations, billing notices, app updates, document signing requests, and signing completion notices. These emails are operational notices, not marketing newsletters.

Document signing links may be sent by Portal on behalf of a business. Signing links are intended only for the named recipient, may expire, may be revoked, and may record audit details such as timestamp, IP address, browser information, signer email, consent status, and signature event metadata. Users are responsible for verifying the signer, document content, legal suitability, and business process before relying on any signature.

No legal, tax, accounting, or financial advice

Portal may help organize finance records, tax categories, receipts, invoices, processor exports, audit evidence, entity setup checklists, business roles, document templates, and operational records. Portal does not provide legal, tax, accounting, investment, payroll, banking, insurance, compliance, or financial advice, and Portal does not determine taxes owed, legal validity, business formation sufficiency, filing deadlines, or whether a document is enforceable.

Finance views, tax categories, category totals, estimated net views, reconciliation states, and export tools are record organization tools only. Portal does not calculate tax owed, prepare tax returns, file tax forms, decide deductibility, classify workers, determine nexus, apply sales-tax rules, or replace a bookkeeper, CPA, attorney, payroll provider, or tax professional.

Any tax summaries, category totals, profit views, document states, audit exports, setup prompts, template language, or classification suggestions are organizational tools only. Users remain responsible for review by qualified professionals before relying on records for tax filings, contracts, disputes, audits, employment decisions, payments, licenses, registrations, or regulatory compliance.

Data exports and cancellation

Portal should provide reasonable export or audit package functionality so users can retain access to their own files and records. Export tools may require passwords, recovery materials, vault access, account verification, or local device access. Users should export important records before cancellation, uninstall, device replacement, or storage migration.

Cancellation or nonpayment may stop access to account services, cloud coordination, signing links, admin controls, release gates, support, or other subscription features. Local files may remain in user-selected folders unless deleted by the user or removed through an uninstall/data removal process.

Updates, installers, and official downloads

Users should download Portal only from portalops.studio, the official Portal API release endpoint, or another source explicitly authorized by Portal. Portal is not responsible for fake, modified, malicious, outdated, redistributed, pirated, or unofficial versions of the software distributed elsewhere.

Portal release files may be stored on Portal-controlled private release storage and served through the Portal API. Portal may publish checksums, version numbers, release notes, and required-update flags to help users verify official installers. Checksums are integrity tools, not a guarantee that a device, operating system, network, or third-party security product will accept or run the installer.

Portal may require updates for security, compatibility, subscription verification, cloud provider changes, migration support, or legal reasons. Some outdated versions may be blocked from account services or protected features.

Acceptable use

You may not use Portal to store, process, transmit, or coordinate unlawful material, malware, credential theft, abuse, harassment, fraud, evasion of billing, infringement, unauthorized access, or activity that damages Portal, third-party services, other users, or the public.

Portal may suspend or restrict accounts, trials, downloads, devices, or subscriptions where abuse, fraud, chargebacks, security threats, or policy violations are suspected.

Third-party services

Portal may integrate with Stripe, cloud storage providers, email providers, operating systems, app launchers, design applications, browser sessions, and other third-party services. Those services operate under their own terms and privacy policies. Portal does not control their availability, pricing, errors, policy enforcement, or data handling.

Disclaimers

Portal is provided on an as-is and as-available basis to the fullest extent permitted by law. Portal does not guarantee uninterrupted service, lossless sync, perfect duplicate detection, perfect classification, legal sufficiency of documents, tax readiness, or instant detection of every file-manager or cloud-provider change.

Limitation of liability

To the fullest extent permitted by law, Portal and its owners, operators, developers, contractors, and affiliates will not be liable for indirect, incidental, special, consequential, exemplary, punitive, lost-profit, lost-revenue, lost-data, business interruption, legal, tax, accounting, cloud-provider, or third-party damages.

Where liability cannot be excluded, total liability is limited to the amount paid for Portal during the period giving rise to the claim, or the minimum amount allowed by law if no amount was paid.

Changes to these terms

Portal may update these Terms as the product, billing model, desktop app, cloud integrations, and account services evolve. Continued use after updated terms become effective means you accept the updated terms.

Contact

Questions about these Terms should be sent through the support or account contact channels listed on portalops.studio once support email is configured.