Early access: please read

Thank you for helping test the Edelman Accounting client portal. This is an early version, and you're one of a small group trying it before it opens more widely. WHO RUNS IT The portal is run by Edelman Accounting (Nobleman Group Inc.). Edelman Accounting is not a CPA firm, is not licensed by the Florida Board of Accountancy, and does not provide audit, review or attest services. YOUR INFORMATION Only you, the people at your organization you invite, and Edelman Accounting can see your organization's information. The portal keeps a record of who did what and when. Files you upload or email to the portal are read automatically by computer services (Cloudflare's AI, and Anthropic's Claude for some files) so they can be searched. They are not used to train those services. If you connect QuickBooks, the portal only reads from it. It never changes anything in your QuickBooks. REPORTS Reports are prepared from information you provide. They are not audited or reviewed. A report covering a period that isn't finished yet is marked Preliminary. EARLY VERSION Things may change, and some things may not work yet. Please tell us when something looks wrong or confusing. If the portal is unavailable, email or call us as usual. FULL TERMS Full Terms of Service and a Privacy Policy will follow. You'll be asked to read and accept them then. By continuing, you confirm you've read this notice.