Effective date: June 4, 2026
These Terms are a binding agreement between MyClientDocs.com (“MyClientDocs,” “Company,” “we,” “us,” or “our”) and the person or entity that creates an account, accesses the Service, uploads documents, or otherwise uses the Service (“you” or “User”).
If you use the Service on behalf of a business, accounting practice, bookkeeping practice, tax practice, firm, organization, or client, you represent that you have authority to bind that entity to these Terms. If you do not agree to these Terms, do not access or use the Service.
MyClientDocs provides a document request and collection workflow for accountants, bookkeepers, tax preparers, and similar professionals. The Service may allow account holders to create client records, send document requests, generate upload links, receive uploaded files, preview supported files, download files, track request status, and send automated reminder emails.
The Service is an administrative document collection tool. We do not provide accounting, bookkeeping, tax, legal, financial, investment, compliance, or professional advice. We do not review uploaded documents for accuracy, completeness, legality, privilege, confidentiality, tax treatment, accounting treatment, or professional sufficiency.
“Account Holder” means a registered user or customer who creates and manages document requests. “Client Uploader” means a person who accesses an upload page or upload link to submit documents to an Account Holder.
Account Holders are responsible for their Client Uploaders, document requests, instructions, recipient lists, upload links, files, account activity, and use of the Service. Client Uploaders may use the Service only to submit documents requested by an Account Holder and must not misuse the upload page or upload link.
You understand that documents uploaded to the Service may contain valuable, confidential, financial, tax, personal, business, or otherwise sensitive information (“Sensitive Documents”).
You are solely responsible for:
You must not upload or request documents if doing so would violate law, professional obligations, contractual duties, court orders, confidentiality duties, privacy rights, intellectual property rights, or the rights of any person or entity.
The Service may use unique upload links that allow Client Uploaders to submit documents without creating an account. Upload links act like credentials. Anyone with access to a valid upload link may be able to access the associated upload page or submit documents.
Account Holders are responsible for sending upload links only to intended recipients, protecting upload links, revoking or closing requests when appropriate, and promptly notifying us of suspected unauthorized access or misuse. We are not responsible for unauthorized access caused by a User’s sharing, forwarding, misdirecting, exposing, failing to protect, or failing to revoke an upload link.
“Customer Content” means documents, files, text, instructions, client information, contact information, metadata, communications, and other information submitted to or generated through the Service by or for you.
As between you and us, you retain ownership of your Customer Content. You grant us a worldwide, non-exclusive, royalty-free license to host, store, copy, process, transmit, display, preview, scan, convert, download, back up, and otherwise use Customer Content as needed to provide, secure, maintain, improve, support, and troubleshoot the Service; comply with law; enforce these Terms; and prevent fraud, abuse, or security incidents.
You represent and warrant that you have all rights and permissions necessary to grant this license and to use the Service with your Customer Content.
Our collection and use of personal information is described in our Privacy Policy, which is incorporated into these Terms by reference.
For Customer Content submitted by Account Holders and Client Uploaders, the Account Holder is generally responsible for determining what personal information is collected and why. To the extent applicable privacy laws use the terms “controller,” “processor,” “business,” or “service provider,” the Account Holder is generally the controller or business, and MyClientDocs is generally the processor or service provider acting on the Account Holder’s instructions, subject to our Privacy Policy and any separate written data processing agreement.
You are responsible for providing any required privacy notices to Client Uploaders and other individuals, obtaining required consents or authorizations, and responding to privacy requests that relate to Customer Content you control.
We use commercially reasonable administrative, technical, and organizational measures designed to protect the Service. However, no software, network, storage system, email system, upload process, download process, encryption method, or security control is perfect or guaranteed.
You acknowledge and agree that:
You must promptly notify us at hello@myclientdocs.com if you suspect unauthorized access to your account, upload links, or Customer Content.
The Service may be used to collect and manage documents containing sensitive personal, financial, tax, business, or confidential information, provided that you have the legal right and authority to do so. You are solely responsible for determining whether your use of the Service is lawful and appropriate for each category of information you request, upload, store, transmit, preview, or download.
Unless we expressly agree in a separate written agreement, you should not use the Service to collect, store, or transmit:
If you choose to use the Service with regulated, highly sensitive, or legally restricted information, you do so at your own risk and remain solely responsible for all resulting obligations, including notice, consent, authorization, data minimization, access control, security, retention, deletion, breach notification, and response obligations.
You are solely responsible for determining whether your use of the Service is subject to laws or frameworks such as Gramm-Leach-Bliley, IRS Publication 4557, FTC Safeguards Rule, HIPAA, PCI DSS, state privacy laws, breach notification laws, professional responsibility rules, or client confidentiality obligations. We do not represent that the Service satisfies any particular compliance framework unless we expressly state so in a signed written agreement.
You must not:
We may investigate suspected violations and may suspend or terminate access, remove or disable content, preserve evidence, notify affected parties, or cooperate with law enforcement or regulators when we believe it is appropriate.
We may modify, suspend, discontinue, restrict, or replace all or part of the Service at any time. We may add, change, or remove features, limits, integrations, storage methods, supported file types, preview functionality, download functionality, reminder functionality, billing rules, or account controls.
The Service may include pre-release, beta, trial, experimental, or not-yet-generally-available features. These features are provided “as is,” may be changed or withdrawn at any time, and may be more likely to contain errors, interruptions, security issues, or data loss.
We do not guarantee uninterrupted availability, error-free operation, timely delivery of reminders, successful email delivery, successful upload, successful preview, successful download, or compatibility with every device, browser, file, network, or workflow.
The Service may include storage limits based on your plan. Uploads may be blocked, restricted, or rejected if your account reaches a storage, file size, file type, request, billing, abuse, or security limit.
You are responsible for downloading and preserving copies of Customer Content you need. We are not responsible for your failure to export, download, preserve, or back up Customer Content.
If you delete a file, request, client, account, or other Customer Content, or if your account is terminated, suspended, expired, or inactive, Customer Content may be deleted, disabled, archived, or made unavailable. Deleted Customer Content may remain in backups, logs, audit records, security records, billing records, or legal compliance records for a limited period, subject to our retention practices and legal obligations.
Unless a separate written agreement says otherwise, we may delete or disable access to Customer Content 30 days after account termination, cancellation, nonpayment, inactivity, plan downgrade, storage-limit violation, suspected abuse, legal requirement, or operational need.
Some parts of the Service may be free, trial-based, usage-limited, subscription-based, or paid. Plan features, prices, limits, billing cycles, and payment terms may change over time.
You authorize us and our payment processors to charge all fees, taxes, and other amounts due for your selected plan and usage. You are responsible for providing accurate billing information and for paying all applicable taxes, duties, and governmental charges, except taxes based on our net income.
Unless we expressly state otherwise in writing, fees are non-refundable, billing is in advance, unused time is not refundable, downgrades take effect at the end of the then-current billing period, and cancellation stops future renewals but does not entitle you to a refund for prior charges.
We may suspend, downgrade, restrict, or terminate the Service for nonpayment, failed payment, chargeback, billing dispute, suspected fraud, or violation of these Terms.
The Service may rely on third-party providers for hosting, storage, databases, email delivery, analytics, logging, monitoring, payments, authentication, infrastructure, security, or other services. Third-party services are not controlled by us and may be subject to their own terms, policies, interruptions, errors, security incidents, and data practices.
We are not responsible for third-party services, including their availability, acts, omissions, data handling, failures, delays, security incidents, or changes.
We and our licensors own all rights, title, and interest in and to the Service, including software, designs, workflows, interfaces, text, graphics, logos, trademarks, service marks, trade names, documentation, and other materials, excluding Customer Content.
These Terms do not grant you any ownership interest in the Service. You may use the Service only as allowed by these Terms.
If you provide feedback, suggestions, ideas, or recommendations, you grant us a perpetual, irrevocable, worldwide, royalty-free right to use them without restriction or compensation.
You may receive non-public information about the Service, including product plans, pricing, security information, technical information, or business information. You must use reasonable care to protect our confidential information and may not disclose it except as required by law.
We will treat Customer Content in accordance with these Terms, our Privacy Policy, and any separate written agreement that applies.
We may suspend or terminate your access to the Service immediately, with or without notice, if we believe that:
You may stop using the Service at any time and may cancel your account according to the account controls we provide.
Sections that by their nature should survive termination will survive, including sections concerning Customer Content licenses, payment obligations, intellectual property, disclaimers, limitation of liability, indemnification, dispute resolution, governing law, and interpretation.
MyClientDocs does not provide accounting, tax, legal, financial, compliance, document review, document classification, or professional services. No professional-client, fiduciary, agency, partnership, joint venture, employment, accountant-client, attorney-client, tax preparer-client, or confidential advisory relationship is created by your use of the Service.
You are solely responsible for professional judgment, client advice, tax filings, accounting work, bookkeeping work, compliance work, document review, and decisions made using documents collected through the Service.
To the maximum extent permitted by law, the Service is provided “as is” and “as available,” without warranties of any kind, whether express, implied, statutory, or otherwise.
We disclaim all warranties, including warranties of merchantability, fitness for a particular purpose, title, non-infringement, accuracy, availability, reliability, security, confidentiality, integrity, completeness, quiet enjoyment, and any warranties arising from course of dealing or usage of trade.
We do not warrant that the Service will meet your requirements; that documents will be uploaded, stored, previewed, downloaded, transmitted, delivered, preserved, or deleted successfully; that reminders or emails will be sent or received; that files will be free from corruption or malware; that the Service will be secure or error-free; or that defects will be corrected.
Some jurisdictions do not allow certain disclaimers, so some disclaimers may not apply to you.
To the maximum extent permitted by law, MyClientDocs and its owners, officers, directors, employees, contractors, affiliates, agents, licensors, and service providers will not be liable for any indirect, incidental, consequential, special, exemplary, punitive, enhanced, or similar damages; lost profits; lost revenue; lost savings; lost business; loss of goodwill; loss, corruption, unauthorized access, disclosure, deletion, or unavailability of data or documents; business interruption; professional liability; missed deadlines; filing errors; compliance failures; tax penalties; client claims; security incidents; or costs of substitute services, even if advised of the possibility of such damages.
To the maximum extent permitted by law, our total aggregate liability for all claims arising out of or relating to the Service or these Terms will not exceed the greater of: (a) the amounts you paid to us for the Service during the three months before the event giving rise to the claim; or (b) $100.
The limitations in this section apply to all theories of liability, including contract, tort, negligence, strict liability, warranty, statute, and otherwise, and apply even if a remedy fails of its essential purpose.
Some jurisdictions do not allow certain limitations of liability, so some limitations may not apply to you.
You will defend, indemnify, and hold harmless MyClientDocs and its owners, officers, directors, employees, contractors, affiliates, agents, licensors, and service providers from and against all claims, damages, losses, liabilities, penalties, fines, settlements, costs, and expenses, including reasonable attorneys’ fees, arising out of or relating to:
We may control the defense of any matter subject to indemnification, and you agree to cooperate with us. You may not settle any claim in a way that imposes liability or obligations on us without our prior written consent.
Please contact us first at hello@myclientdocs.com so we can try to resolve any dispute informally.
To the maximum extent permitted by law, any dispute, claim, or controversy arising out of or relating to these Terms or the Service will be resolved by binding individual arbitration rather than in court, except that either party may bring an individual claim in small claims court if eligible, and either party may seek injunctive or equitable relief in court to protect intellectual property, confidential information, security, or unauthorized use of the Service.
The arbitration will be administered by the American Arbitration Association under its applicable rules. The seat of arbitration will be Florida unless the parties agree otherwise. The arbitrator may award relief only on an individual basis and may not consolidate claims or preside over any class, collective, representative, private attorney general, or mass action.
You and we waive any right to a jury trial and any right to participate in a class action, class arbitration, collective action, representative action, private attorney general action, or mass action.
You may opt out of arbitration by sending written notice to hello@myclientdocs.com within 30 days after you first accept these Terms. Your opt-out notice must include your name, account email, and a clear statement that you opt out of arbitration.
These Terms are governed by the laws of the State of Florida, without regard to conflict-of-law rules. Subject to the arbitration provision above, the exclusive venue for any permitted court proceeding will be a state or federal court located in Florida, and each party consents to personal jurisdiction and venue there.
We may update these Terms from time to time. If we make material changes, we may provide notice by posting the updated Terms, updating the effective date, sending an email, showing an in-app notice, or using another reasonable method.
Your continued use of the Service after updated Terms become effective means you accept the updated Terms. If you do not agree, you must stop using the Service.
We may send notices to the email address associated with your account, through the Service, or by posting on our website. You are responsible for keeping your contact information current.
Legal notices to us must be sent to hello@myclientdocs.com.
Headings are for convenience only. “Including” means “including without limitation.” “Or” is inclusive. If any provision is unenforceable, the remaining provisions will remain in effect. No waiver is effective unless in writing. These Terms, together with any referenced policies and order forms, are the entire agreement between you and us regarding the Service.