Client Portal Terms

The client portal lets you see information your Professional chooses to share with you, such as tax strategy reports. You can access it only by invitation from your Professional, and you see only what your Professional shares.

Your relationship is with your Professional. Wealthrive AI provides software to your Professional. We do not provide tax, legal, accounting or investment advice to you, and we do not prepare tax returns. Talk to your Professional, and a qualified tax professional, before acting on anything in the portal.

Savings figures are estimates based on the information your Professional entered and current tax law. Actual results depend on your facts, how a strategy is implemented, and how the IRS treats it. Any strategy may be challenged.

If you choose to implement a strategy, the work is done by an independent implementation provider under that provider's own terms. Wealthrive AI may receive a commission from the provider when you implement a strategy. Your Professional receives no part of that commission.

Keep your login details private and tell us promptly at compliance@wealthrive.ai if you think someone else has used your account. Use the portal only for your own information, and do not try to access anyone else's.

Your access depends on your Professional. It may end if your Professional removes you, stops using the platform, or no longer works with you, or if we suspend accounts for security or legal reasons. To get a copy of your information, ask your Professional.

The portal is provided "as is." To the fullest extent allowed by law, Wealthrive AI is not liable for indirect or consequential damages, or for taxes, penalties or interest, arising from your use of the portal. Nothing in these Client Terms limits any responsibility your Professional has to you.

Florida law governs these Client Terms. We may update them and will post the new version here with its "Last updated" date. Questions: compliance@wealthrive.ai.