Terms of Service

By creating an account on ProPortalBusiness, accessing the platform, or using any part of the service, you confirm that you have read, understood and agreed to these Terms of Service and our Privacy Policy. If you are using ProPortalBusiness on behalf of a company, partnership or other entity, you represent that you have authority to bind that entity to these terms.

If you do not agree with any part of these terms, you must not use the service.

ProPortalBusiness is a complete client portal and business operating system designed to help UK freelancers and sole traders manage client work, professional invoicing, projects, time tracking, contracts with e-signature, revenue tracking, and accountant-ready exports.

It is not a full accounting, bookkeeping, or tax preparation service. ProPortalBusiness does not provide regulated accounting advice or official tax filings. Users remain fully responsible for their own tax compliance, VAT returns, Making Tax Digital (MTD) submissions, and consulting with their own accountant or HMRC as required.

We plan to expand ProPortalBusiness with full accounting features in the future, but we are not currently an officially approved MTD software provider. The accountant-ready exports we generate are designed to make handing your records to a qualified accountant as simple as possible, but they do not constitute an HMRC submission.

You are responsible for safeguarding your credentials, enabling appropriate security on your devices, and for all activity that occurs under your account. You must notify us immediately at Support@ProPortalBusiness.com of any unauthorised access or suspected breach.

During registration and onboarding we collect business information including your company or trading name, business type (Limited Company, Sole Trader, Freelancer, etc.), number of employees, phone number, business address, industry, and website. You may update these details at any time from your account settings.

Paid plans renew automatically (monthly or annual) until cancelled. Fees are charged in advance through Stripe in the currency shown at checkout (GBP, USD or EUR). Prices are exclusive of VAT unless explicitly stated; VAT is added where required by UK law.

You may cancel at any time from billing settings. Cancellation takes effect at the end of the current billing period — you retain access until then. Fees already paid are non-refundable except as set out in our Refund Policy.

We may change subscription prices from time to time. We will give at least 30 days' notice by email before any change affects your renewal.

You agree that you will not:

• use ProPortalBusiness for any unlawful, infringing, fraudulent or harmful purpose;
• attempt to gain unauthorised access to any account, system or data;
• reverse-engineer, decompile or attempt to extract the source code of the platform;
• upload malware, send spam, or use the service to harass any person;
• abuse rate limits, conduct automated scraping, or interfere with normal operation of the platform.

Breach of this section may result in immediate suspension and termination of your account.

You retain full ownership of all content you upload to ProPortalBusiness — clients, projects, invoices, contracts, files, and messages. You grant us a limited, worldwide, royalty-free licence to host, store, transmit and display that content solely for the purpose of operating the service for you.

You are responsible for ensuring you have the right to upload any content and that it does not infringe the rights of any third party.

The ProPortalBusiness platform — including its design, code, software, features, user interface, graphics, logos, trademarks, and all related content (the "Intellectual Property") — is owned by ProPortalBusiness and protected by copyright, trademark, trade-secret, and other intellectual-property laws.

We grant you a limited, revocable, non-exclusive, non-transferable, non-sublicensable licence to access and use the platform solely for your internal business purposes in accordance with these Terms.

You agree that you will not, and will not permit any third party to:

• copy, modify, adapt, translate, reverse-engineer, decompile, or create derivative works of the platform;
• attempt to discover or access the source code, underlying ideas, algorithms, or structure of the platform;
• bypass, disable, or interfere with any security-related feature of the platform;
• use any robot, spider, scraper, or other automated means to access the platform;
• remove, obscure, or alter any copyright, trademark or other proprietary notice.

© 2026 ProPortalBusiness. All rights reserved.

We take the security and confidentiality of your data seriously. All sensitive data is encrypted in transit (TLS 1.2+) and at rest (AES-256). Access to your data is controlled through role-based access controls (RBAC) and Row Level Security (RLS) policies that scope every query to your account.

For full information on how we collect, use and protect personal data — and the rights you have under the UK GDPR and EU GDPR — please see our Privacy Policy.

Both ProPortalBusiness and the User agree to keep all sensitive information confidential.

ProPortalBusiness agrees to:

• treat all User data — including client information, financial records, invoices, revenue data, receipts, projects, and business details — as strictly confidential;
• apply industry-standard security measures to protect that data;
• never sell, rent, or disclose User data to third parties except as required by law or as stated in the Privacy Policy.

Users agree to:

• keep confidential any non-public information they access through the platform;
• not disclose or misuse any sensitive data belonging to other users or to ProPortalBusiness.

This mutual confidentiality obligation continues even after the account is terminated. Any breach may result in immediate account suspension and legal action.

We may suspend or terminate accounts that violate these Terms, that create risk to the service or other users, or where required by law. Where appropriate we will give notice and an opportunity to remedy the issue. You may terminate at any time by deleting your account from Settings → Privacy & data.

On termination, your access to the service will end. We will retain data only for as long as set out in our Privacy Policy or as required by law.

The service is provided on an "as is" and "as available" basis. To the maximum extent permitted by law, we exclude all implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the service will be uninterrupted, error-free, or that all defects will be corrected.

Nothing in these Terms excludes or limits liability for death or personal injury caused by negligence, for fraud, or for any other liability that cannot be excluded under English law.

To the maximum extent permitted by law, our aggregate liability arising out of or in connection with these Terms or the service is limited to the fees you paid to ProPortalBusiness in the 12 months immediately preceding the event giving rise to the claim.

We are not liable for indirect, incidental, consequential, special or exemplary damages, including loss of profits, revenue, data, goodwill, or business opportunity, even if we have been advised of the possibility of such damages.

You agree to indemnify and hold ProPortalBusiness harmless from any claim, loss or expense (including reasonable legal fees) arising from your breach of these Terms, your misuse of the service, or your infringement of any third-party right.

We may update these Terms from time to time. Material changes will be notified by email or in-app at least 30 days before they take effect. Continued use of the service after the effective date constitutes acceptance of the updated Terms.

These Terms are governed by the laws of England and Wales. You and ProPortalBusiness agree to submit to the exclusive jurisdiction of the courts of England and Wales for any dispute arising out of or in connection with these Terms, except that we may bring proceedings to enforce our intellectual property rights in any jurisdiction.

ProPortalBusiness — United Kingdom
Email: Support@ProPortalBusiness.com