Terms of Service

Last Updated: January 2026

1. Acceptance of Terms

By accessing and using the client portal provided by Dawn Financial Solutions ("we," "us," or "our"), you agree to be bound by these Terms of Service. If you do not agree, strictly do not use this portal.

2. Services Provided

We provide accounting, tax preparation, and bookkeeping services. The client portal is a tool to facilitate secure document exchange and communication related to these services.

3. User Responsibilities

You agree to:

• Provide accurate, current, and complete information.
• Maintain the security of your password and identification.
• Notify us immediately of any unauthorized use of your account.
• Accept responsibility for all activities that occur under your account.

4. Professional Advice Disclaimer

The information provided within the portal is for general informational purposes and document management. It does not constitute legal or financial advice outside of the specific scope of services engaged.

5. Payment Terms

Services are billed according to the engagement letter signed at the commencement of services. Invoices are payable upon receipt unless otherwise specified. We reserve the right to suspend services for non-payment.

6. Limitation of Liability

To the fullest extent permitted by law, Dawn Financial Solutions shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenues, whether incurred directly or indirectly, or any loss of data, use, goodwill, or other intangible losses, resulting from personal errors in submitted data or failure to maintain account security.

7. Termination

We reserve the right to terminate or suspend your account and access to the portal immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach the Terms.

8. Governing Law

These Terms shall be governed and construed in accordance with the laws of the State of [INSERT STATE], United States, without regard to its conflict of law provisions.

9. Contact Information

For any questions about these Terms, please contact us at:

Dawn Financial Solutions
Email: [INSERT CONTACT EMAIL]
Address: [INSERT PHYSICAL ADDRESS]