TERMS AND CONDITIONS

Vertekx

Effective date: January 1, 2023
Last updated: January 1, 2026

1) Who We Are & Scope of These Terms

These Terms & Conditions (“Terms”) govern your access to and use of the websites, portals, and online services operated by Vertekx (“VERTEKX,” “we,” “us,” or “our”), including any content, functionality, and services offered at or through our site(s) and secure client portal(s) (collectively, the “Services”). By using the Services, you agree to these Terms. If you do not agree, do not use the Services.

Professional services are governed by an engagement letter. If you engage us for tax, accounting, attest, or advisory services, the signed engagement letter (and any attachments/consents, including IRS §7216 consents) supersedes any conflicting provisions in these Terms for the scope of those services.

Contact

Email: [email protected]

Phone: (726) 600‑7277

Mail: 16500 San Pedro Ave, Ste 295 San Antonio, TX 78232

2) Not Legal, Tax, or Accounting Advice (Informational Use Only)

Content on the Services is for general informational purposes and does not constitute legal, tax, accounting, or investment advice. Your situation may be unique; do not act on information from the Services without seeking professional advice. Accessing or using the Services does not create a CPA‑client relationship absent a signed engagement.

3) Your Responsibilities

You agree to use the Services only for lawful purposes and in accordance with these Terms. You will not:

Share portal credentials or attempt to access another user’s account.

Upload malware or engage in activity that disrupts the Services.

Infringe intellectual property or privacy rights.

Misrepresent your identity, affiliation, or authorization to act for a third party.

We may suspend or terminate access for violations.

4) Accounts, Security & Electronic Communications

If you create an account (e.g., client portal), you must provide accurate information, keep your credentials confidential, and promptly notify us of suspected unauthorized access. You consent to receive electronic communications related to your account and the Services. We may use multi‑factor authentication and other security controls.

5) Privacy

Your use of the Services is also governed by our Privacy Policy, which explains how we collect, use, disclose, and protect personal information, including tax return information where applicable. For tax services, we comply with Internal Revenue Code §7216 and will obtain your written consent when required for uses or disclosures beyond return preparation. See our Privacy Policy posted on the site for details.

6) Client Portal, File Exchange & E‑Signature

Our client portal, organizer, file exchange, and e‑signature tools may be provided by third‑party vendors acting as our service providers. Their separate terms may also apply. You agree to review and accept any vendor terms presented to you. Use the portal only to upload documents relevant to your engagement and avoid including unnecessary sensitive data.

7) Intellectual Property

All content and materials on the Services—including text, graphics, logos, icons, images, software, and compilations—are owned by VERTEKX or our licensors and protected by intellectual‑property laws. You may view, download, and print materials for your personal or internal business use only, and you must retain all copyright and proprietary notices. No other use (including modification, distribution, republication, or commercial exploitation) is permitted without our prior written consent.

8) Testimonials & Case Studies

Any testimonials or case studies reflect individual experiences and do not guarantee similar outcomes. Outcomes depend on each client’s facts and circumstances, as well as changes in law or guidance.

9) Third‑Party Links

The Services may link to third‑party websites or tools for your convenience. We do not control and are not responsible for third‑party content, policies, or practices. Access third‑party resources at your own risk.

10) Disclaimers of Warranties

THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE FULLEST EXTENT PERMITTED BY LAW, VERTEKX DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON‑INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, SECURE, OR ERROR‑FREE, OR THAT DEFECTS WILL BE CORRECTED.

11) Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, IN NO EVENT WILL VERTEKX OR ITS OWNERS, EMPLOYEES, CONTRACTORS, OR AGENTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES; LOST PROFITS; LOST DATA; COST OF SUBSTITUTE SERVICES; OR BUSINESS INTERRUPTION ARISING OUT OF OR IN CONNECTION WITH THE SERVICES OR THESE TERMS, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. OUR AGGREGATE LIABILITY FOR ALL CLAIMS RELATING TO THE SERVICES SHALL NOT EXCEED ONE HUNDRED DOLLARS (US $100) OR THE AMOUNT YOU PAID US (IF ANY) FOR ACCESSING THE SERVICES IN THE 3 MONTHS BEFORE THE CLAIM AROSE, WHICHEVER IS GREATER.

This limitation does not apply to professional services rendered under a signed engagement letter; those services are subject to the terms and limitations in your engagement letter.

12) Indemnification

You agree to defend, indemnify, and hold harmless VERTEKX and our owners, employees, and agents from and against any claims, damages, liabilities, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to: (a) your use of the Services; (b) your breach of these Terms; (c) your violation of law or third‑party rights; or (d) content or data you submit.

13) Changes to the Services & to These Terms

We may update, suspend, or discontinue any part of the Services at any time. We may revise these Terms by posting an updated version with a new “Last Updated” date. Material changes may be highlighted or otherwise communicated. Your continued use of the Services after changes become effective constitutes acceptance.

14) Governing Law; Venue; Dispute Resolution

These Terms are governed by the laws of the State of Texas, without regard to conflict‑of‑laws principles. You agree to the exclusive jurisdiction and venue of the state and federal courts located in Collin County, Texas, for any action not subject to arbitration.

Informal Resolution. Before filing a claim, the parties will try in good faith to resolve disputes informally for 30 days after written notice.

Arbitration (Optional—tell me if you want this removed): Except for claims for injunctive relief or intellectual‑property disputes, any claim arising from or relating to these Terms or the Services shall be finally settled by binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules. The seat of arbitration will be Collin County, Texas. Each party pays its own fees; the arbitrator may award fees and costs as permitted by law. Class actions are waived; claims must be brought individually.

15) Export & Sanctions Compliance

You agree not to use the Services in any manner that violates U.S. export control laws or economic sanctions.

16) Accessibility

We’re committed to providing an accessible experience. If you encounter accessibility barriers, please contact us so we can help.

17) Severability; Waiver

If any provision of these Terms is held unenforceable, the remaining provisions will remain in full force and effect. Our failure to enforce a provision is not a waiver of our right to do so later.

18) Entire Agreement

These Terms constitute the entire agreement between you and VERTEKX relating to your use of the Services and supersede all prior or contemporaneous communications regarding the Services, except that your signed engagement letter governs any professional services we perform for you.

19) Contact Us

Questions about these Terms or the Services?

Email: [email protected]

Phone: (726) 600‑7277

Mail: 16500 San Pedro Ave, Ste 295 San Antonio, TX 78232