Last updated: August 1, 2026
Welcome to AdvisorCRM. These Terms of Service (“Terms”) govern your access to and use of the AdvisorCRM website, platform, and related services (collectively, the “Service”).
By creating an account, starting a trial, or using the Service in any way, you agree to be bound by these Terms and by our Privacy Policy.
If you do not agree to these Terms, you may not use the Service.
AdvisorCRM provides secure file delivery, client database management, electronic signature tools, and related features primarily designed for tax, accounting, and financial professionals.
Unlike some platforms that allow only one user per account, AdvisorCRM permits the addition of sub-users (team members) under a single paid account according to the pricing and limits stated on our pricing page or in your subscription plan. Each sub-user may be given appropriate access permissions by the account owner. The account owner remains fully responsible for all activity performed by any sub-users under the account.
The Service is subject to our Privacy Policy, which is hereby expressly incorporated into these Terms by reference. By using the Service, you agree to the collection, use, storage, and processing of your data in accordance with the Privacy Policy.
You retain ownership of all files, data, and content you upload to the Service (“Your Content”). By using the Service, you grant AdvisorCRM a limited, worldwide, non-exclusive license to host, store, transmit, process, and display Your Content solely as necessary to provide the Service to you.
Electronic signatures facilitated through the Service are intended to satisfy legal signature requirements under applicable law, including the Alberta Electronic Transactions Act (SA 2001, c E-5.5) and, where relevant, federal legislation such as the Personal Information Protection and Electronic Documents Act.
Certain documents are excluded from the Alberta Electronic Transactions Act and generally cannot be signed with a simple electronic signature. These include (but are not limited to):
You are solely responsible for determining whether an electronic signature is legally sufficient for any particular document or transaction in your jurisdiction. AdvisorCRM does not provide legal advice and makes no representation that an electronic signature will be valid for every type of document or in every jurisdiction.
Where the Service generates an electronic signature, we maintain records of the signing event, which may include the identity of the signer, the date and time of signing, and the association of the signature with the specific document. These records are intended to support the reliability of the electronic signature under the Alberta Electronic Transactions Act.
We generally retain such audit trail records for seven (7) years from the date of the signing event, after which they may be securely deleted or anonymized, unless a longer retention period is required by law, a legal hold, or ongoing dispute.
You are responsible for retaining copies of signed documents and any related certificates of completion for the periods required by the Canada Revenue Agency or other applicable professional or regulatory obligations (generally six years from the end of the relevant tax year).
You agree that you will not:
We reserve the right to enforce quotas and usage limits at our sole discretion, with or without notice, and to suspend or throttle access if limits are exceeded or abuse is detected.
Overage Policy. Each plan includes the usage limits stated on our pricing page. We do not apply per-unit overage charges. If your usage exceeds your plan’s limits, continued use of the affected features requires upgrading to a plan that accommodates that usage; until you upgrade, we may limit, queue, or pause activity that would exceed the plan’s limits. This is our “Overage Policy.”
The Service, including its software, design, text, graphics, and all related intellectual property, is owned by AdvisorCRM or its licensors. You may not copy, modify, distribute, sell, or lease any part of the Service except as expressly permitted.
The Service is provided “as is” and “as available” without warranties of any kind, whether express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, or non-infringement. We do not warrant that electronic signatures will be accepted by every third party or for every legal purpose.
To the maximum extent permitted by law, AdvisorCRM and its officers, directors, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or for any loss of profits, data, or goodwill, arising out of or related to your use of the Service.
Our total aggregate liability for any claim arising out of or relating to these Terms or the Service shall not exceed the amount you paid us in the twelve (12) months preceding the claim.
You agree to indemnify, defend, and hold harmless AdvisorCRM and its officers, directors, employees, agents, and licensors from and against any and all claims, liabilities, damages, losses, costs, and expenses (including reasonable legal fees) arising out of or in any way connected with:
We reserve the right, at our own expense, to assume the exclusive defense and control of any matter otherwise subject to indemnification by you, in which case you agree to cooperate with our defense of such claim.
In the event of any dispute arising out of or relating to these Terms or the Service:
We may suspend or terminate your access to the Service at any time if you breach these Terms or if we reasonably believe continued access would harm us or other users. You may stop using the Service at any time.
These Terms are governed by the laws of the Province of Alberta and the federal laws of Canada applicable therein, without regard to conflict of law principles.
We may update these Terms from time to time. We will post the revised version on this page and update the “Last updated” date. Continued use of the Service after changes become effective constitutes acceptance of the revised Terms.
These Terms, together with our Privacy Policy, our Referral Partner Program Agreement, and any other policies or agreements expressly incorporated by reference, constitute the entire agreement between you and AdvisorCRM regarding the Service and supersede all prior or contemporaneous understandings, agreements, or representations, whether written or oral.
If any provision of these Terms is held to be invalid, illegal, or unenforceable by a court of competent jurisdiction, that provision shall be limited or eliminated to the minimum extent necessary, and the remaining provisions shall remain in full force and effect.
No waiver of any term of these Terms shall be deemed a further or continuing waiver of such term or any other term, and our failure to assert any right or provision under these Terms shall not constitute a waiver of such right or provision.
You may not assign or transfer these Terms, or any of your rights or obligations under them, without our prior written consent. We may freely assign these Terms, in whole or in part, including in connection with a merger, acquisition, reorganization, or sale of assets. These Terms bind and benefit the parties and their permitted successors and assigns.
We shall not be liable for any failure or delay in performance resulting from causes beyond our reasonable control, including but not limited to acts of God, natural disasters, war, terrorism, labour disputes, governmental action, or failures of the internet or third-party service providers.
Questions about these Terms? Contact us.