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Last updated: March 1, 2026

Terms & Conditions

Please read these terms of service carefully. They govern your access and use of Boston Financial's advisors, tools, compliance software, and back-office portals.

Proprietary Rights

All portal designs, advisory documents, and financial tools are owned exclusively by Boston Financial.

Advisory Scope

Our support is advisory. Clients retain final signing authority and operational filing accountability.

Account Integrity

You are responsible for keeping your login credentials confidential and notifying us of breaches.

1. Acceptance of Terms

By accessing or using our Website or Services, you agree to comply with and be bound by these Terms of Service.

Welcome to Boston Financial Advisory Group (“Boston Financial”, “we”, “us”, or “our”). By accessing our website at https://www.bostonfagroup.com (the “Website”), using our proprietary software or client portal at https://ciblogin.com (the “Software”), or engaging with any of our compliance, tax, accounting, or business advisory services (collectively, the “Services”), you agree to read, understand, and be bound by these Terms and Conditions (“Terms”).

These Terms constitute a legally binding agreement between you, whether personally or on behalf of an entity (“you”, “client”, or “user”), and Boston Financial Advisory Services Pvt. Ltd. and its subsidiaries.

If you do not agree with all of these Terms, you are expressly prohibited from using the Website, Software, and Services, and you must discontinue use immediately.

Important Notice:

We recommend printing a copy of these Terms or saving them to your files for future reference. These terms include limitation of liability clauses that govern how disputes are resolved.

2. Description of Services

Overview of Boston Financial's advisory, tax, compliance, and back-office services for CPAs and businesses.

Boston Financial provides comprehensive back-office solutions, consulting, and advisory support, specializing in:

  • CPA Back-Office Support: Turnkey virtual staff solutions covering bookkeeping, general ledgers, accounts receivable/payable management, and general accounting tasks.
  • Tax Preparation Support: Assistance with corporate tax returns, partnership filings, individual declarations, sales tax, and multi-state compliance checks.
  • Statutory Compliance: Help with global secretarial filings, statutory audit readiness, local reporting standards, and corporate governance consulting.
  • Corporate Advisory: Premium transaction support, including M&A advisory, corporate financing strategies, business evaluations, and strategic consulting.

While we strive to provide the highest standard of professional services, you acknowledge that our Services do not constitute legal representation, formal statutory audit opinions (unless explicitly engaged as a registered auditor in the respective jurisdiction), or certified public bookkeeping opinions without a mutually signed Engagement Letter detailing the specific scope of work.

3. Intellectual Property Rights

All website content, software, branding, and proprietary tools are owned exclusively by Boston Financial.

Unless otherwise indicated, the Website, the Software, and the Services, including all source code, databases, functionality, design, layouts, templates, spreadsheets, training materials, methodologies, graphics, logos, and text (collectively, the “Content”) and the trademarks, service marks, and logos contained therein (the “Marks”) are owned or controlled by us, or licensed to us, and are protected by copyright, trademark, and other intellectual property rights.

The Content and Marks are provided on the Website and through the Software “AS IS” for your informational and business use in connection with our services. Except as expressly provided in these Terms, no part of the Website, Software, or Content may be:

  • Copied, reproduced, aggregated, or republished.
  • Uploaded, posted, publicly displayed, or encoded.
  • Translated, transmitted, distributed, or sold.
  • Reverse-engineered, decompiled, or scraped using automated bots, crawlers, or mining scripts.

Any unauthorized use of our Content or Marks will automatically terminate the license granted herein and may subject you to statutory damages and legal prosecution.

4. User Obligations & Conduct

Requirements for maintaining account security, providing accurate information, and avoiding prohibited activities.

By registering an account on our Software or using our Services, you represent and warrant that:

  1. All registration information you submit will be true, accurate, current, and complete.
  2. You will maintain the accuracy of such information and promptly update it as necessary.
  3. You have the legal capacity and agree to comply with these Terms.
  4. You are not a minor in the jurisdiction in which you reside (e.g. you are at least 18 years old).
  5. You will not access the Website or Software through automated or non-human means (bots, scripts, etc.).
  6. You will not use our Services for any illegal, unethical, or unauthorized purpose.

If you provide any information that is untrue, inaccurate, out of date, or incomplete, we reserve the right to suspend or terminate your account and refuse any and all current or future use of the Software and Services.

5. Client Portals & Security

You are responsible for keeping your login credentials confidential and secure.

In order to access certain features of our Services, including the secure client portal at ciblogin.com, you may be required to register. You agree to keep your password confidential and will be responsible for all use of your account and password.

We reserve the right to remove, reclaim, or change a username you select if we determine, in our sole discretion, that such username is inappropriate, obscene, or otherwise objectionable.

You must immediately notify us at privacy@bostonfagroup.com if you suspect any unauthorized access to your account, credential leaks, password compromise, or security breaches.

6. Limitation of Liability & Disclaimers

Our liability is limited, and services are provided on an 'as is' basis. No guarantees on financial outcomes.

PLEASE READ THIS SECTION CAREFULLY AS IT LIMITS OUR LIABILITY TO YOU.

THE WEBSITE, SOFTWARE, AND SERVICES ARE PROVIDED ON AN “AS-IS” AND “AS-AVAILABLE” BASIS. YOU AGREE THAT YOUR USE OF THE WEBSITE AND OUR SERVICES WILL BE AT YOUR SOLE RISK. TO THE FULLEST EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, IN CONNECTION WITH THE SERVICES AND YOUR USE THEREOF.

IN NO EVENT WILL BOSTON FINANCIAL, ITS DIRECTORS, EMPLOYEES, OR AGENTS BE LIABLE TO YOU OR ANY THIRD PARTY FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, EXEMPLARY, INCIDENTAL, SPECIAL, OR PUNITIVE DAMAGES, INCLUDING LOST PROFIT, LOST REVENUE, LOSS OF DATA, OR OTHER DAMAGES ARISING FROM YOUR USE OF THE WEBSITE, SOFTWARE, OR SERVICES, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

NOTWITHSTANDING ANYTHING TO THE CONTRARY CONTAINED HEREIN, OUR LIABILITY TO YOU FOR ANY CAUSE WHATSOEVER AND REGARDLESS OF THE FORM OF THE ACTION, WILL AT ALL TIMES BE LIMITED TO THE AMOUNT PAID, IF ANY, BY YOU TO US FOR THE SERVICES DURING THE SIX (6) MONTH PERIOD PRIOR TO ANY CAUSE OF ACTION ARISING.

7. Indemnification

You agree to protect and defend Boston Financial against any claims resulting from your misuse of our services.

You agree to defend, indemnify, and hold us harmless, including our subsidiaries, affiliates, and all of our respective officers, agents, partners, and employees, from and against any loss, damage, liability, claim, or demand, including reasonable attorneys' fees and expenses, made by any third party due to or arising out of:

  • Your contributions, files, or records uploaded to the Software.
  • Your use of the Services in violation of these Terms.
  • Any breach of your representations and warranties set forth in these Terms.
  • Your violation of the rights of a third party, including but not limited to intellectual property rights.
  • Any overt harmful act toward any other user of the Website or Software with whom you connected.

8. Governing Law & Dispute Resolution

Disputes are governed by the laws of Massachusetts for US operations, and Karnataka for Indian operations.

These Terms and your use of the Website, Software, and Services are governed by and construed in accordance with the laws of the following jurisdictions, depending on your contracting entity:

  • For US Clients: The laws of the Commonwealth of Massachusetts, USA, without regard to its conflict of law principles. Any legal action shall be brought exclusively in the state or federal courts located in Boston, Massachusetts.
  • For India and Global Clients: The laws of the Republic of India, with exclusive jurisdiction in the courts of Bangalore, Karnataka.

Any dispute, controversy, or claim arising out of or relating to this agreement shall be settled through binding arbitration in accordance with the arbitration rules of the respective jurisdiction before a single arbitrator. The place of arbitration shall be Boston, MA (for US disputes) or Bangalore, India (for Indian disputes).

9. Term Modifications

We reserve the right to update these terms at any time, and your continued use indicates acceptance.

We reserve the right, in our sole discretion, to make changes or modifications to these Terms at any time and for any reason. We will alert you about any changes by updating the “Last Updated” date of these Terms, and you waive any right to receive specific notice of each such change.

It is your responsibility to periodically review these Terms to stay informed of updates. You will be subject to, and will be deemed to have been made aware of and to have accepted, the changes in any revised Terms by your continued use of the Website or Services after the date such revised Terms are posted.

10. Contact Information

How to contact Boston Financial for terms, privacy, or legal concerns.

In order to resolve a complaint regarding the Website, Software, or Services, or to receive further information regarding use of the Services, please contact us at:

United States Office:

Boston Financial Advisory Group
The Schrafts Center Powerhouse, Office 341
529 Main Street, Charlestown, MA 02129
Email: privacy@bostonfagroup.com

India & Global Delivery Center:

Boston Financial Advisory Services Pvt. Ltd.
#54, 3rd Floor, 13th Main 17th Cross,
Sector 6, HSR Layout, Bangalore 560102
Email: privacy@bostonfagroup.com
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