Disclosure

1. No Professional Advice

Content, alerts, generated outputs, and system suggestions are informational and operational only and do not constitute legal, tax, accounting, or financial advice.

2. Responsibility for Compliance

You remain solely responsible for validating exchange deadlines, tax treatment, identification rules, documentation, and all regulatory obligations with your own professional advisors.

3. Best-Effort Communications

Scheduled deadline reminders are sent by email through third-party providers. Email delivery, timing, filtering, and availability are not guaranteed.

If you provide an optional phone number, we may place manual, human-initiated voice calls for urgent deadline-related operational outreach. We do not send automated SMS deadline alerts or prerecorded/autodialed robocalls. Call attempts, timing, and reachability are not guaranteed.

Occasional promotional or cold-outreach emails are separate from scheduled exchange deadline reminders and include an opt-out mechanism; see our Privacy Policy for how we honor unsubscribe requests.

4. Third-Party Services and Documents

The Services may rely on third-party services for authentication, billing, messaging, e-signature, storage, and workflow orchestration. Third-party terms, uptime, and processing practices apply independently.

5. Data Accuracy and Timeliness

Deadline computations and notices depend on information you provide. Inaccurate, incomplete, or delayed data input can affect outputs and reminder behavior.

6. Service Availability

We may modify, suspend, or discontinue features at any time for maintenance, security, legal, or operational reasons. Planned changes may be announced in-product when practical.

7. Forward-Looking Statements

Product roadmaps, feature references, or performance descriptions may include forward-looking statements that are subject to change without notice.