November 3, 2026
Website and portal use
You may use this website and portal only for lawful purposes and in accordance with these terms. You agree not to interfere with their operation, attempt unauthorized access, upload malicious content, or use the services to violate another person’s rights or the law.
You are responsible for keeping your sign-in credentials confidential, using a secure device, and notifying us promptly if you suspect unauthorized access to your account. You are responsible for the accuracy and completeness of information and records you provide.
No engagement or advice until written agreement
Browsing this website, creating a portal account, submitting an inquiry, sending documents or exchanging preliminary messages does not create a professional, advisory or client relationship. No accounting, tax, financial or other professional advice is given, and no work is undertaken, until both you and Golden Leaf Management have signed a formal engagement letter.
The signed engagement letter sets out the agreed services, scope, responsibilities, fees, timing and other applicable conditions. It governs if it conflicts with these website terms. Do not rely on general website content or preliminary communications as advice for your circumstances.
Client responsibilities and deadlines
If you enter into an engagement, you agree to provide complete, accurate and timely information, review documents and deliverables, respond to reasonable requests, and notify us of relevant changes. Our work depends on the information you provide; we are not responsible for consequences arising from information that is inaccurate, incomplete or supplied late.
Unless expressly agreed in writing, you remain responsible for your records, business decisions, payments and filing obligations. You should promptly review any filing or submission and raise concerns before applicable deadlines.
Fees and payment
Fees, billing arrangements, taxes, payment due dates and any cancellation terms will be set out in the applicable engagement letter or other written agreement. Website service descriptions, estimates and examples are informational and are not binding quotes.
Privacy and electronic communications
Our handling of personal information is described in the Privacy Policy. Although we use safeguards for the portal, electronic communications and document transfer carry risks. Use the secure portal or another method we approve for sensitive records, and contact us if you believe information has been sent to the wrong recipient.
You consent to receive service-related communications electronically where permitted by law. You are responsible for maintaining a current email address and checking messages relevant to an engagement.
Intellectual property and third-party services
Unless otherwise indicated, website content, branding and design are owned by Golden Leaf Management or its licensors. You may view and use the website for personal or internal business purposes but may not reproduce, adapt or distribute its content without permission, except as allowed by law.
Links to third-party websites and services are provided for convenience. We do not control and are not responsible for their content, availability, security or privacy practices. Your use of those services is subject to their own terms.
Availability, warranties and liability
We may change, suspend or discontinue any part of the website or portal and do not guarantee uninterrupted or error-free access. The website and portal are provided on an “as is” and “as available” basis to the extent permitted by law.
Nothing in these terms excludes or limits a right, warranty or liability that cannot lawfully be excluded or limited. To the extent permitted by law, Golden Leaf Management is not liable for indirect, incidental, special or consequential loss arising from use of the website or portal. Any limits relating to professional services must be stated in the applicable engagement agreement and are subject to applicable law.
Changes and governing law
We may revise these terms by posting an updated version on this page. Changes apply from the posted effective date and do not amend a signed engagement letter unless you and we agree in writing. These terms are governed by the laws of the province or territory where Golden Leaf Management is principally established and the applicable laws of Canada, without limiting non-waivable rights under applicable law.
GET IN TOUCH
Have a question?
Contact Golden Leaf Management with questions about this policy or these terms. Please do not include sensitive financial or identity information in a public inquiry.
contact@goldenleafmanagement.com Visit the Contact Page