1. Who we are

ClientLoft (“the Service”) is operated by Media Yard LLC, a limited liability company registered in New Jersey, USA (“we”, “us”). These Terms are a binding agreement between you and Media Yard LLC. By creating an account or using the Service you accept them.

2. The Service

ClientLoft gives professionals (accountants, bookkeepers, and similar service providers) a private portal per client: a checklist of requested items, a tokened link the client uses to upload files or answers with no account, one-click reminder emails, and status updates back to the client. You are responsible for who you share each portal link with.

3. Accounts

You sign in with a magic link sent to your email address — there is no password. You are responsible for keeping access to that email account secure; anyone who controls your inbox can access your ClientLoft account. You must be at least 18 and using the Service for business purposes.

4. Plans, trials & payment

• ClientLoft is $39/month flat (or $390/year), unlimited clients, with a free first month that requires no card. Nothing is ever charged unless you add a payment method.
• Payments are processed securely by Stripe; we never see or store your card details. You can cancel anytime from the billing portal.

5. Your content & client documents

You (and your clients) own the checklists, answers, and documents handled through the Service. You grant us a limited license to host, store, process, and deliver that content solely to provide the Service. We claim no other rights to it. Uploaded documents are shown only to you — they are never published by the Service. You are responsible for having the right to request and hold the documents you collect, and for complying with professional confidentiality obligations that apply to you. Where your clients’ submissions contain their personal data, we process it on your behalf under our Data Processing Agreement, which is part of these Terms.

Practical limits. Clients are unlimited; an account is a single seat. Each uploaded file may be up to 25 MB, and each checklist item holds up to 10 files. Storage is subject to fair use — if an account’s usage is far outside what document collection normally looks like, we will contact you before taking any action.

How long documents stay here. Documents remain in your account until you delete them; deleting a client or a file removes it from our storage permanently. We do not currently purge documents automatically, so removing what you no longer need is your call and your responsibility. Holding fewer documents for less time is the single most effective way to limit what any security incident could expose — for you and for your clients.

6. Confidentiality of tax and financial records

What your clients upload here is often tax return information — W-2s, bank statements, prior-year returns. We handle it on that basis.

• We use it only to run the Service. We do not read, analyze, mine, sell, or share the contents of uploaded documents, and we never use them to train any model — see the AI disclosure.
• Section 7216. Where you are a tax return preparer, we understand that in receiving tax return information from you we are ourselves a preparer providing auxiliary services under 26 C.F.R. § 301.7216-1(b)(2), and that our use and disclosure of that information is restricted by IRC §§ 7216 and 6713. We will not use or disclose it except as necessary to provide the Service to you, or as required by law.
• United States only. The Service is hosted in the United States, and we do not route your clients’ documents to personnel or infrastructure outside the United States.
• No protected health information. ClientLoft is not built for PHI. We are not a HIPAA Business Associate and do not offer a Business Associate Agreement, so please do not use the Service to collect records covered by HIPAA.

7. Acceptable use

You must not:

• use the Service to collect documents you have no legitimate business reason to request, or from people who have not agreed to work with you;
• upload or solicit unlawful, infringing, or malicious content (including malware), or use the Service to send spam — reminder emails are for your actual clients only;
• share a client’s portal link or documents with anyone who is not entitled to them;
• attempt to probe, disrupt, or gain unauthorized access to the Service or to portals that are not yours.

We may suspend or terminate accounts that violate this section.

8. Termination & data export

You may stop using the Service and delete your clients at any time from the dashboard (deleting a client permanently deletes their uploaded files). We may suspend or terminate the Service for material breach of these Terms. On request before or within 30 days after account closure, we will provide an export of your account data and collected documents. After that, we delete your clients’ personal data within 30 days, as set out in the Data Processing Agreement — except minimal records we are legally required to keep.

9. Disclaimers

The Service is provided “as is” and “as available”, without warranties of any kind, express or implied. We do not warrant that the Service will be uninterrupted or error-free. You remain responsible for your own professional obligations to your clients, including any regulatory requirements that apply to how you store or transmit their documents; the Service is a tool, not a compliance guarantee.

10. Limitation of liability

To the maximum extent permitted by law, Media Yard LLC will not be liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits, revenue, or data. Our total liability for any claim arising out of the Service is limited to the amounts you paid us in the 12 months before the claim arose (or $50 if you have paid nothing).

11. Indemnification

You will indemnify Media Yard LLC against third-party claims arising from your content or your use of the Service in violation of these Terms.

12. Governing law

These Terms are governed by the laws of the State of New Jersey, USA, without regard to conflict-of-law rules. Disputes will be resolved in the state or federal courts located in New Jersey, and you consent to their jurisdiction.

13. Changes to these Terms

We may update these Terms from time to time. For material changes we will give notice by email or in the dashboard at least 14 days before they take effect. Continued use after the effective date constitutes acceptance.

14. Contact

Media Yard LLC · PO Box 73, Pennsauken, NJ 08110 · legal@getclientloft.com