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Legal review

Review the agreements for your firm account.

Before creating a firm account, review the documents that explain service terms, privacy practices, license rules, and data deletion requests.

Draft product copy for review. These pages should be approved by counsel before public launch.
Terms of ServiceThe account, subscription, acceptable use, and service terms for AdvisoryLift.com.Privacy PolicyHow account, firm, product, and communication data is collected and handled.End User License AgreementThe license terms for using the AdvisoryLift.com web application and related tools.Delete My DataA contact path for data deletion requests, including text message campaign requests.

After review

Return to registration and check the acknowledgement box to create the firm account. The checkbox is disabled until this legal review area has been opened in the current browser session.

AdvisoryLift is an informational software tool only. It does not provide tax, legal, accounting, or financial advice, and it does not represent taxpayers before the IRS or any taxing authority. Calculations, outputs, and generated documents are not guaranteed to be accurate, complete, or current, and no particular outcome is guaranteed. Verify all results independently with a qualified professional before relying on them.

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