Terms of Service

1. Acceptance of Terms

These Terms of Service ("Terms") constitute a legally binding agreement between you ("Client," "you," or "your") and MetaCall LP ("Company," "we," "us," or "our") governing your access to and use of our website, services, and products.

By accessing or using our services, you agree to be bound by these Terms. If you do not agree to these Terms, you may not access or use our services.

2. Description of Services

MetaCall LP provides remote QuickBooks Online accounting, monthly bookkeeping, QuickBooks cleanup, bank reconciliation, tax preparation support, ProConnect tax workflow services, ACH accounting, payment reconciliation, financial reporting, payroll coordination, and industry-specific accounting support for small businesses.

Our services include:

• QuickBooks Online setup, cleanup, and maintenance
• Monthly transaction categorization and reconciliation
• Bank, credit card, merchant, payroll, loan, ACH, and vendor payment reconciliation
• Financial reporting and cash-flow analysis
• Tax preparation workflow support and document organization
• Secure document upload and client portal access
• Industry-specific accounting support

3. Client Responsibilities

You agree to:

• Provide accurate, complete, and timely information and documents necessary for the delivery of our services
• Maintain the confidentiality of your login credentials and account information
• Review and verify the accuracy of all deliverables, reports, and work product
• Comply with all applicable federal, state, and local laws and regulations
• Maintain your own backup copies of all financial records and data
• Notify us promptly of any changes to your business, tax situation, or contact information
• Not use our services for any unlawful or fraudulent purpose

4. Service Limitations

While we strive to provide accurate and timely services, you acknowledge and agree that:

• We are not a CPA firm and do not provide legal, tax, or investment advice unless explicitly engaged for such services
• Tax preparation support does not include filing returns on your behalf unless separately agreed in writing
• We do not guarantee specific outcomes, tax savings, or financial results
• Our services rely on the accuracy and completeness of information you provide
• QuickBooks Online functionality is subject to Intuit's terms and availability
• We are not responsible for errors or omissions in information you provide

5. Fees and Payment

Fees for our services are as quoted and agreed upon in individual service agreements or proposals. You agree to:

• Pay all fees in accordance with the payment terms specified in your service agreement
• Provide valid payment information and authorize us to charge your designated payment method
• Pay any applicable taxes, late fees, or collection costs
• Understand that fees are non-refundable except as expressly stated in your service agreement

We reserve the right to modify our fees with reasonable notice. Continued use of our services after a fee change constitutes acceptance of the new fees.

6. Intellectual Property

All content, materials, and intellectual property on our website and provided through our services are the property of MetaCall LP or its licensors and are protected by copyright, trademark, and other intellectual property laws. You may not:

• Copy, reproduce, distribute, or create derivative works from our content without written permission
• Use our trademarks, logos, or brand identity without authorization
• Reverse engineer, decompile, or disassemble any software or tools we provide
• Remove or alter any proprietary notices or labels

7. Confidentiality

We treat all client information as confidential and in accordance with our Privacy Policy. We will not disclose your confidential information to third parties except:

• With your written consent
• To service providers who assist in delivering our services (bound by confidentiality obligations)
• As required by law, regulation, or legal process
• To protect our rights, property, or safety or that of others

8. Limitation of Liability

To the maximum extent permitted by law:

• MetaCall LP shall not be liable for any indirect, incidental, special, consequential, or punitive damages
• Our total liability for any claim arising from these Terms or our services shall not exceed the amount you paid us for the specific service giving rise to the claim
• We are not liable for any loss of profits, data, business opportunities, or goodwill
• We are not liable for actions or omissions of third parties, including Intuit, banks, or payment processors

9. Indemnification

You agree to indemnify, defend, and hold harmless MetaCall LP, its officers, employees, and agents from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising from or related to:

• Your use of our services
• Your breach of these Terms
• Your violation of any law or regulation
• Any inaccurate or incomplete information you provide
• Any dispute between you and a third party

10. Termination

Either party may terminate the service relationship at any time with written notice. Upon termination:

• You agree to pay all outstanding fees and charges
• We will deliver any completed work product to you
• We may retain your records as required by law or professional standards
• Sections regarding confidentiality, intellectual property, limitation of liability, and indemnification shall survive termination

11. Dispute Resolution

Any dispute arising from these Terms or our services shall first be addressed through good-faith negotiation. If not resolved, the dispute shall be submitted to binding arbitration in accordance with the rules of the American Arbitration Association. The arbitration shall take place in the jurisdiction of MetaCall LP's principal place of business.

12. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the state in which MetaCall LP maintains its principal place of business, without regard to its conflict of law provisions.

13. Force Majeure

We shall not be liable for any failure or delay in performance resulting from causes beyond our reasonable control, including but not limited to acts of God, natural disasters, pandemics, war, terrorism, government actions, labor disputes, power outages, internet disruptions, or third-party service failures.

14. Entire Agreement

These Terms, together with our Privacy Policy and any individual service agreements, constitute the entire agreement between you and MetaCall LP regarding the use of our services and supersede all prior or contemporaneous agreements, understandings, and communications.

15. Severability

If any provision of these Terms is held to be invalid or unenforceable, such provision shall be struck and the remaining provisions shall be enforced to the fullest extent permitted by law.

16. Waiver

The failure of MetaCall LP to enforce any right or provision of these Terms shall not constitute a waiver of such right or provision. Any waiver must be in writing and signed by an authorized representative.

17. Assignment

You may not assign or transfer these Terms or any rights or obligations hereunder without our prior written consent. We may assign these Terms without restriction.

18. Amendments

We reserve the right to modify these Terms at any time. We will provide notice of material changes by posting the updated Terms on our website and updating the "Last updated" date. Your continued use of our services after such changes constitutes acceptance of the modified Terms.

19. Contact Information

If you have any questions about these Terms of Service, please contact us:

• Email: chris_patterson@metacallsolutions.com
• Website: https://metacallsolutions.com
• Business Address: 8008 E Edgewater Blvd, Ocean Springs, MS 39564