Terms of Service

These Terms of Service (“Terms”) govern access to and use of the websites, client portals, workflow tools, software features, communications systems, professional-service systems, and related services operated by The Reed Corporation (“The Reed Corporation,” “we,” “us,” or “our”), including the webapp known as Reed Client Services Tracker. By accessing or using our website, Reed Client Services Tracker, client portal, document request system, SMS/ text messaging program, phone systems, email communications, appointment systems, payment systems, or related client-service tools, you agree to these Terms and to our Privacy Policy. If you do not agree, do not use the Services. If you use the Services on behalf of a business, trust, estate, partnership, corporation, limited liability company, nonprofit organization, household, or other person or entity, you represent that you have authority to bind that person or entity to these Terms. These Terms are intended to be used together with any engagement letter, proposal, statement of work, invoice terms, privacy notice, SMS consent language, electronic signature consent, tax return disclosure consent, data processing addendum, or other written agreement that applies to your relationship with The Reed Corporation.

Key Definitions

“Account” means a user profile, client portal account, Reed Client Services Tracker account, administrative account, or other access credential used to access the Services. “Authorized User” means any person you authorize to access your Account, view Client Data, upload documents, communicate with us, approve information, sign documents, or act on your behalf. “Client Data” means information provided to us, generated through the Services, created in connection with our services, or maintained by or on behalf of The Reed Corporation for a client, prospective client, website visitor, account holder, taxpayer, business, estate, trust, owner, employee, contractor, or other related person. Client Data may include names, contact information, business information, financial information, tax information, identity information, documents, communications, phone numbers, email addresses, portal activity, billing information, account information, service requests, task status, deadline information, and uploaded files. “Customer Data” means Client Data and any other data, records, files, content, text, images, forms, messages, uploads, or materials submitted to or processed through the Services by you or your Authorized Users. “Platform Providers” means vendors, service providers, subprocessors, software providers, carriers, communications providers, hosting providers, payment processors, cybersecurity vendors, cloud providers, e-signature providers, tax software providers, accounting software providers, analytics providers, support tools, and similar operational providers used to operate, secure, support, or administer the Services. “Reed Client Services Tracker” means The Reed Corporation’s webapp, workflow tracker, status dashboard, clientservice tracker, task-management interface, document-request system, or related digital tool used to coordinate, display, update, manage, or communicate information about client-service workflows. “Services” means The Reed Corporation’s website, Reed Client Services Tracker, client portal, SMS/text messaging program, phone communications, email communications, appointment scheduling, document request tools, payment tools, tax, accounting, bookkeeping, advisory, administrative, client-support, and related services. “Tax Return Information” means information furnished to or obtained by us in connection with tax return preparation, tax filings, tax advice, tax planning, tax compliance, tax notice work, or related tax services, including information subject to Internal Revenue Code Section 7216, Treasury regulations, professional standards, and applicable confidentiality rules.

Relationship to Engagement Letters and Professional Services

These Terms govern use of the Services and our online, software, communications, and administrative systems. They do not replace any signed engagement letter, professional services agreement, statement of work, or written agreement for tax, accounting, bookkeeping, advisory, consulting, payroll-related, business management, notice response, or other professional services. The Reed Corporation is not required to prepare a tax return, provide tax advice, perform accounting or bookkeeping services, represent you before a tax authority, respond to a tax notice, perform payrollrelated work, submit a filing, make a payment, or meet any deadline unless we have expressly agreed to do so in a signed engagement letter or other written agreement. If a signed engagement letter conflicts with these Terms for the specific professional service covered by that engagement letter, the engagement letter controls for that specific professional service. These Terms continue to govern use of the website, Reed Client Services Tracker, portals, software, communications, accounts, data, and administrative systems unless expressly superseded.

Eligibility and Authority

You may use the Services only if you are at least 18 years old and legally able to enter into a binding agreement. You represent and warrant that:

1. all information you provide is accurate, complete, current, and not misleading;
2. you have authority to provide all Customer Data submitted to the Services;
3. you have authority to bind any entity or person on whose behalf you use the Services;
4. your use of the Services will comply with applicable law and these Terms;
5. you will not use the Services for fraud, unlawful tax evasion, concealment, harassment, unauthorized access, or other unlawful activity.

We may refuse, suspend, restrict, or terminate access if we believe you lack authority, provided inaccurate information, created a legal or security risk, violated these Terms, failed to pay amounts owed, or used the Services in a manner inconsistent with applicable law, professional obligations, or our policies.

Reed Client Services Tracker

Reed Client Services Tracker is a client-service workflow and communication tool. Depending on your access level and the services you receive, it may display or support:

1. onboarding steps;
2. document requests;
3. missing item lists;
4. open tasks;
5. service status;
6. appointment information;
7. deadline reminders;
8. portal reminders;
9. assigned team information;
10. messages and notes;
11. uploaded documents;
12. billing or invoice availability;
13. service completion indicators;
14. internal or client-facing workflow updates. Reed Client Services Tracker is not a substitute for an engagement letter, professional judgment, tax advice, accounting advice, legal advice, financial advice, deadline tracking by the client, or final written confirmation from The Reed Corporation. A status shown as “received,” “uploaded,” “in progress,” “under review,” “waiting,” “filed,” “complete,” “accepted,” or similar does not guarantee that all work is complete, that all filings were accepted, that all deadlines have been satisfied, or that all information has been reviewed unless we separately confirm that in writing. Tracker information may be incomplete, delayed, corrected, modified, removed, archived, or restructured. You remain responsible for reviewing all communications from us, tax authorities, government agencies, banks, payroll providers, software providers, courts, and other third parties.

Account Creation, Clickwrap Acceptance, and Version Logging

Access to some Services may require Account creation and affirmative acceptance of these Terms, the Privacy Policy, SMS terms, electronic communications terms, or other applicable terms. Acceptance may occur through a checkbox, button, electronic signature, portal confirmation, account creation workflow, payment workflow, or other clickwrap process. We may maintain records of acceptance, including:

1. user name;
2. email address;
3. Account ID;
4. organization name;
5. user role;
6. date and time of acceptance;
7. IP address;
8. device or browser metadata;
9. Terms version accepted;
10. Privacy Policy version accepted;
11. consent source;
12. method of acceptance. Footer links alone are not intended to replace affirmative acceptance where a clickwrap, signature, or other express acceptance workflow is required or appropriate.

Limited License and Access Rights

Subject to these Terms and any applicable engagement letter, The Reed Corporation grants you a limited, revocable, nonexclusive, nontransferable, nonsublicensable right to access and use the Services solely for your own client-service, tax, accounting, bookkeeping, advisory, administrative, or account-support purposes. No ownership interest in Reed Client Services Tracker, software, workflows, dashboards, templates, checklists, documentation, source code, object code, algorithms, designs, reports, branding, processes, or other intellectual property is transferred to you. You may not copy, resell, sublicense, lease, scrape, commercially exploit, reverse engineer, decompile, benchmark, interfere with, or create derivative works from the Services except as expressly permitted in writing.

Client Responsibilities

You agree to:

1. provide accurate, complete, and timely information;
2. review all forms, returns, filings, reports, financial statements, deliverables, documents, and communications before signing or approving them;
3. promptly provide requested documents and information;
4. promptly notify us of notices, deadlines, changes in facts, errors, omissions, or changes in circumstances;
5. safeguard Account credentials;
6. monitor email, portal messages, SMS, voicemail, mail, and other communication channels;
7. maintain current contact information;
8. ensure Authorized Users are properly authorized;
9. keep your own copies of records;
10. pay all fees when due;
11. comply with applicable laws and professional requirements. You acknowledge that tax, accounting, bookkeeping, and advisory services depend on complete and accurate information from you. We are not responsible for consequences caused by incomplete, inaccurate, late, misleading, unauthorized, or withheld information.

Authorized Users and Account Administrators

You are responsible for all actions, omissions, uploads, approvals, signatures, communications, and instructions of your Authorized Users. If you are an account administrator, business owner, officer, manager, partner, trustee, executor, employee, or other representative, you are responsible for:

1. designating Authorized Users;
2. removing users who no longer require access;
3. assigning appropriate access levels;
4. safeguarding credentials;
5. requiring secure passwords and MFA where available;
6. reviewing Account activity;
7. notifying us when a user’s authority changes;
8. promptly reporting suspected unauthorized access.

We may rely on communications from Authorized Users unless we have actual knowledge that authority has been revoked. We may refuse to communicate with, provide access to, or act on instructions from any person if we cannot verify identity or authority.

Account Security

You are responsible for maintaining the confidentiality of Account credentials and for all activity under your Account. You agree not to share passwords, bypass security controls, access another person’s Account, test system vulnerabilities without written permission, introduce malware, scrape data, interfere with platform operations, or attempt unauthorized access. You must notify us promptly at info@reedcorp.tax or 1-800-986-0101 if you suspect unauthorized access, compromised credentials, a misdirected upload, lost device, incorrect Authorized User access, or any security issue involving the Services. We may require password resets, multi-factor authentication, identity verification, Account reauthorization, or other security controls before granting or continuing access.

No Sale or Marketing Sharing of Client Data

The Reed Corporation does not sell Client Data. The Reed Corporation does not rent Client Data. The Reed Corporation does not share Client Data with third parties or affiliates for third-party marketing or promotional purposes. The Reed Corporation does not sell, rent, trade, or share mobile phone numbers, SMS opt-in data, or SMS consent records with third parties, affiliates, lead generators, data brokers, or other organizations for marketing or promotional purposes. The Reed Corporation does not use SMS opt-in data or mobile phone numbers for third-party lead generation. Limited operational processing by Platform Providers is not a sale of Client Data and is not third-party marketing sharing. Platform Providers may process information only as reasonably necessary to operate, secure, support, or administer the Services or as otherwise permitted by law, contract, professional obligations, or client authorization.

Permitted Operational Disclosures

We may use, disclose, transmit, or make available Client Data as reasonably necessary to:

1. provide the Services;
2. operate Reed Client Services Tracker;
3. communicate with you;
4. manage Accounts;
5. process payments;
6. provide client support;
7. prepare, review, file, or support professional-service work;
8. maintain security;
9. troubleshoot systems;

10. comply with law, court orders, subpoenas, tax authority requests, professional obligations, and regulatory requirements;

1. prevent fraud, abuse, or unauthorized access;
2. enforce these Terms;
3. bill and collect fees;
4. maintain records;
5. defend or pursue legal claims;
6. obtain legal, insurance, accounting, cybersecurity, or professional advice; 17. complete a merger, acquisition, restructuring, succession, sale of assets, or similar business transfer, subject to confidentiality protections and applicable law. We may disclose Client Data to our owners, employees, contractors, professional staff, administrative staff, Platform Providers, tax authorities, government agencies, courts, regulators, attorneys, insurers, auditors, professional advisors, and other recipients where permitted or required by law, professional standards, engagement terms, or your authorization. We require service providers to use Client Data only for authorized purposes and not for their own marketing.

Tax Return Information and Section 7216

We treat Tax Return Information as confidential and subject to applicable law, professional standards, engagement terms, and internal security policies. Unless authorized by law, professional rules, engagement terms, or your consent, we do not use or disclose Tax Return Information for purposes unrelated to tax return preparation or related services. These Terms do not replace any separate consent required under Internal Revenue Code Section 7216 or related Treasury regulations. If a separate written consent is required before we may use or disclose Tax Return Information for a particular purpose, we may request a separate affirmative consent. If such consent is not provided, we may be unable to perform the requested use or disclosure. You acknowledge that confidentiality obligations are not the same as attorney-client privilege. Unless a specific legal privilege applies, communications with accountants or tax preparers may be subject to disclosure under subpoena, court order, tax authority request, regulator request, or other legal process.

Privacy Policy

Our Privacy Policy is incorporated into these Terms by reference and explains how we collect, use, disclose, retain, and protect personal information. The Privacy Policy is available at https://reedcorp.tax/privacy-policy/. If there is a conflict between these Terms and the Privacy Policy regarding privacy or data protection, the more protective provision controls unless a later written document expressly states otherwise and is permitted by law. We will not retroactively expand our rights to sell Client Data, share Client Data for third-party marketing, or share SMS opt-in data for marketing or promotional purposes without appropriate notice and any consent required by law.

Data Processing Addendum for Business Customers

If you are a business customer and submit personal information relating to employees, clients, contractors, vendors, owners, officers, customers, taxpayers, beneficiaries, or other individuals, we may act as a service provider, processor, independent professional services provider, or other role depending on the service context and applicable law. Where legally required or commercially appropriate, the parties may enter into a separate Data Processing Addendum (“DPA”). A DPA may address:

1. controller/business and processor/service-provider roles;
2. processing instructions;
3. confidentiality;
4. security measures;
5. subprocessors;
6. international transfers;
7. data subject requests;
8. deletion or return of data;
9. breach notice;
10. audit or security documentation;
11. assistance with privacy obligations;
12. restrictions on sale or sharing of personal information. If an executed DPA conflicts with these Terms for covered processing activities, the DPA controls for those covered activities.

Subprocessors and Platform Providers

We may use Platform Providers to operate, secure, support, and administer the Services. Platform Providers may include providers for cloud hosting, secure portals, tax software, accounting software, document storage, email, SMS and voice, payment processing, e-signature, scheduling, analytics, cybersecurity, AI assistance, customer support, backups, logging, and monitoring. We may change Platform Providers from time to time, provided that we continue to handle Client Data consistent with applicable law, professional obligations, privacy commitments, and these Terms. Where required by law, contract, or applicable DPA, we may maintain a subprocessor list or provide reasonable notice of material subprocessor changes.

Security Program and Safeguards

We maintain administrative, technical, and physical safeguards designed to protect Client Data against unauthorized access, acquisition, use, disclosure, alteration, and destruction. Our safeguards may include:

1. a written information security program;
2. designated security responsibilities;
3. risk assessments;
4. access controls;
5. multi-factor authentication where appropriate;
6. least-privilege permissions;
7. encryption where appropriate;
8. secure portals;
9. employee training;
10. confidentiality requirements;
11. vendor review;
12. device security;
13. logging and monitoring;
14. patching;
15. vulnerability management;
16. backup procedures;
17. incident response procedures;
18. business continuity planning;
19. periodic review and adjustment. No system is perfectly secure. You are responsible for using secure devices, protecting credentials, avoiding insecure transmission of sensitive information, and promptly notifying us of suspected unauthorized access. You should not send Social Security numbers, tax IDs, bank account numbers, passwords, payroll records, tax documents, identity

documents, or other highly sensitive information by ordinary SMS or unsecured email unless we specifically instruct you that the method is appropriate for the specific information.

Incident Response and Security Notifications

We may maintain an incident response plan for suspected security incidents. If we determine that a security incident requires notice under applicable law, professional standards, contract, or platform rules, we will provide notice as legally required. You agree to promptly notify us if you suspect unauthorized Account access, compromised credentials, accidental disclosure, misdirected upload, malware, phishing, stolen device, unauthorized user access, or exposure of Client Data involving your Account or Authorized Users. You agree to cooperate reasonably in investigating and mitigating incidents involving your Account, Authorized Users, or Customer Data.

Document Uploads, Downloads, and Record Retention

You are responsible for keeping your own copies of tax returns, financial records, source documents, receipts, payroll records, corporate records, notices, books, bank records, filings, approvals, and other important documents. Documents may be retained, archived, deleted, or destroyed according to our retention policies, engagement letters, professional obligations, legal obligations, security obligations, and operational needs. We are not required to store documents indefinitely. Availability of documents in Reed Client Services Tracker or another portal may change over time. You agree not to upload documents containing malware, unlawful content, irrelevant sensitive information, or information you are not authorized to provide.

Data Export, Deletion, and Post-Termination Access

Upon termination of your Account, engagement, or access, we may disable access to Reed Client Services Tracker and related systems. Subject to legal, tax, accounting, professional, recordkeeping, dispute, security, backup, and operational obligations, you may request export or deletion of certain Customer Data. We may retain records where retention is necessary or appropriate for tax return preparation records, engagement documentation, professional standards, legal compliance, audit trails, security logs, billing records, dispute resolution, insurance purposes, fraud prevention, business continuity, and backup integrity. Deleted data may continue to exist temporarily in backups, logs, archives, disaster-recovery systems, or legally retained records until overwritten or destroyed in the ordinary course.

Backups and Restore Limitations

We may maintain backups for business continuity, disaster recovery, security, and operational resilience. Backups are not a substitute for your own recordkeeping. We do not guarantee that any specific file, message, version, deleted item, task, or historical record can be restored unless expressly agreed in writing.

Electronic Communications and Electronic Signatures

You consent to receive communications electronically, including through email, portal message, SMS, electronic document request, electronic signature platform, invoice system, phone call, voicemail, and Reed Client Services

Tracker. You agree that electronic signatures, checkbox acceptances, portal approvals, email approvals, SMS confirmations, uploaded signed documents, and similar electronic actions may have the same legal effect as handwritten signatures to the fullest extent permitted by law. You are responsible for maintaining equipment, software, internet access, email access, mobile access, and Account access necessary to receive electronic communications. You may request paper copies or withdraw consent to certain electronic communications by contacting us at info@reedcorp.tax. Withdrawal may limit our ability to provide Services efficiently or at all.

Email and Portal Communications

We may communicate with you by email and portal message. Email may be used for general communications, scheduling, document requests, reminders, invoices, status updates, and support. Because ordinary email may not be fully secure, you should use our secure portal or another approved secure method for transmitting sensitive documents or sensitive personal, tax, financial, identity, bank, payroll, or business information. You are responsible for monitoring spam, junk, quarantine, and filtered email folders and ensuring that our email addresses are not blocked.

SMS/Text Message Terms

By providing your mobile phone number and affirmatively consenting to receive SMS/text messages from The Reed Corporation, you agree to receive recurring service-related text messages from us. SMS messages may relate to:

1. client onboarding;
2. appointment scheduling and reminders;
3. document requests;
4. missing information requests;
5. client-service status updates;
6. deadline reminders;
7. portal reminders;
8. tax return, accounting, bookkeeping, advisory, or administrative workflow updates;
9. notice-response coordination;
10. identity-verification coordination;
11. invoice availability and account administration;
12. secure portal reminders;
13. general client support. SMS messages are not intended for debt collection attempts, payment-demand messages, tax relief marketing, credit repair, debt relief, loan offers, mortgage offers, investment opportunities, affiliate marketing, third-party lead generation, political messaging, alcohol, tobacco, firearms, controlled substances, gambling, adult content, or other prohibited or carrier-restricted content.

Message frequency varies based on your services, deadlines, Account activity, and communications with our team. Message and data rates may apply. Your mobile carrier is not liable for delayed or undelivered messages. SMS consent is voluntary and is not a condition of purchasing services from The Reed Corporation.

SMS Consent Methods

SMS consent may be obtained through one or more of the following methods:

1. a website form with a separate SMS consent checkbox;
2. a client portal form;
3. a signed engagement letter or written consent form;
4. a verbal consent script used by our team;
5. a client-initiated text message to our phone number;
6. another documented consent process permitted by applicable law and carrier rules.

If consent is obtained through a website form, the SMS consent checkbox should be separate from other consents, unchecked by default, optional, and specific to SMS/text messages. A website SMS disclosure may state: “I consent to receive SMS/text messages from The Reed Corporation regarding my account, services, onboarding, document requests, appointments, deadlines, portal reminders, and client support. Reply STOP to opt out; Reply HELP for support; Message and data rates may apply; Messaging frequency may vary. Consent is not a condition of purchasing services. Mobile opt-in data and SMS consent will not be shared with third parties or affiliates for marketing or promotional purposes. Visit https://reedcorp.tax/privacy-policy/ to see our Privacy Policy and https://reedcorp.tax/ terms-of-service/ to see our Terms of Service.”

SMS Opt-Out, HELP, and Re-Subscription

You may opt out of SMS messages at any time by replying STOP, UNSUBSCRIBE, CANCEL, END, QUIT, REVOKE, OPT OUT, or by making any other reasonable opt-out request. We will honor SMS opt-out and consent revocation requests within a reasonable time, not to exceed any legally required timeframe. After you opt out, you may receive one final confirmation message that confirms you have been unsubscribed. That confirmation message will not contain marketing or promotional content. You may request help by replying HELP or by contacting us at 1-800-986-0101 or info@reedcorp.tax. You may opt back in by replying START, SUBSCRIBE, or otherwise providing renewed express consent where supported. Opting out of SMS does not opt you out of emails, phone calls, portal messages, mail, legal notices, engagement communications, invoices, or other non-SMS communications. If you opt out of SMS, you remain responsible for monitoring other communication channels and responding to requests.

SMS Data Non-Sharing and Consent Records

No mobile opt-in or text message consent will be shared with third parties or affiliates for marketing or promotional purposes. The Reed Corporation does not sell, rent, trade, or share mobile phone numbers, SMS opt-in data, or SMS consent records with third parties, affiliates, lead generators, data brokers, or other organizations for marketing or promotional purposes. We may maintain records of SMS consent, opt-outs, and opt-ins, including name, phone number, date and time of consent, consent source, consent language, form URL, IP address or form metadata where available, staff member who obtained consent where applicable, signed consent form or engagement letter where applicable, screenshot of website opt-in language, opt-out date and method, and opt-back-in date and method. We may use these records to comply with carrier, TCR, legal, regulatory, and platform requirements.

Phone Call Terms

By providing your phone number, you authorize The Reed Corporation and our team to call you regarding your Account, services, appointments, onboarding, document requests, tax matters, notices, deadlines, portal reminders, invoice availability, account administration, support, and related operational matters. Calls may be made by members of our professional team, administrative staff, client service staff, tax professionals, accounting professionals, or authorized service representatives. We may leave voicemail messages unless you instruct us otherwise. You acknowledge that voicemail and phone communications may not be fully secure and should not be used for highly sensitive information unless appropriate precautions are taken. Where permitted by law and after any legally required notice or consent, calls may be recorded or monitored for quality assurance, training, documentation, compliance, security, or client service purposes. If you do not consent to a recorded call, you may notify us and use another communication method where available. You may revoke consent to certain calls in any reasonable manner. Revoking call consent may limit our ability to provide timely services.

Deadlines, Reminders, and Notices

We may provide deadline reminders, status indicators, checklist items, portal reminders, or calendar information as a courtesy. These reminders may be incomplete, delayed, inaccurate, or dependent on information you provide. You remain responsible for all legal, tax, regulatory, filing, payment, and response deadlines unless we expressly agree otherwise in a signed engagement letter. If you receive a notice, letter, bill, audit request, information request, identity verification request, penalty notice, filing notice, or deadline from the IRS, a state tax authority, local authority, court, agency, bank, payroll provider, or other third party, you must send it to us promptly and separately notify us of the deadline. Uploading a notice to Reed Client Services Tracker does not guarantee that we have accepted responsibility for responding to it unless we expressly confirm in writing that we will handle the matter.

Client Approvals and Filing Authorization

You are responsible for reviewing any tax return, filing, form, report, financial statement, election, payment instruction, notice response, or deliverable before signing, approving, or authorizing submission. We are not responsible for errors resulting from your failure to review, your approval of incorrect information, your failure to provide complete information, or your failure to notify us of changes. No tax return, filing, extension, election, payment, notice response, or other submission is guaranteed to be filed unless we expressly confirm in writing that it has been submitted or accepted, as applicable. Electronic status updates in Reed Client Services Tracker are not a substitute for final written confirmation.

Payments to Tax Authorities and Third Parties

Unless expressly agreed in writing, you are responsible for making all tax payments, estimated payments, extension payments, payroll tax deposits, state payments, local payments, penalties, interest, and other third-party payments. We may provide payment instructions as a courtesy, but you are responsible for confirming amounts, deadlines, account information, payment status, and successful payment transmission. We are not responsible for failed payments, bank errors, rejected payments, insufficient funds, incorrect account information, late payments, tax authority processing delays, or third-party payment system issues unless caused by our gross negligence or willful misconduct.

Fees, Billing, and Payment Processing

Fees for Services may be set forth in an engagement letter, proposal, invoice, order form, service plan, pricing page, fee schedule, or other written communication. Unless otherwise stated in writing:

1. fees are due when invoiced;
2. taxes, payment processor fees, bank fees, returned-payment fees, and chargeback fees may be charged where permitted by law;
3. unpaid fees may result in suspension or termination of Services;
4. professional services and software access may be billed separately or together;
5. certain Services may require retainers, deposits, recurring charges, or payment methods on file.

We may use third-party payment processors and do not intend to store full credit card numbers or sensitive card authentication data on our own systems. Payment processing is subject to the applicable payment processor’s terms and security practices.

Automatic Renewal, Cancellation, and Refunds

If any Services are offered on a subscription, recurring, automatic-renewal, or continuous-service basis, the applicable checkout page, order form, engagement letter, invoice terms, or billing disclosure should clearly state:

1. the service being purchased;
2. the price;
3. billing frequency;
4. renewal period;
5. renewal date or renewal timing;
6. how to cancel;
7. the cancellation deadline to avoid future charges;
8. whether refunds are available;
9. any minimum commitment period;
10. how promotional pricing changes after the promotional period.

Where required by law, we will obtain affirmative consent to automatic-renewal terms before charging the payment method and will provide a cancellation method that is reasonably accessible. For New York consumer subscriptions, automatic-renewal terms should be presented clearly and conspicuously before purchase, including cost, charge frequency, cancellation deadline, and cancellation mechanism. If you sign up online, cancellation should be available online where required by law. Unless a separate written refund policy states otherwise, fees already paid are nonrefundable once work has started, access has been granted, or the applicable billing period has begun, except where required by law or agreed in writing.

Taxes, Charges, and Collection Costs

You are responsible for applicable taxes, payment processor charges, bank charges, returned-payment fees, chargeback costs, late fees, collection costs, and reasonable attorneys’ fees where permitted by law and applicable agreement. We may suspend Services for nonpayment, subject to applicable law and professional obligations.

Third-Party Services, Integrations, and External Links

The Services may rely on or integrate with third-party services, including tax software, accounting software, payment processors, cloud providers, secure portals, SMS providers, email providers, AI providers, analytics providers, esignature providers, and scheduling tools. Third-party services may be subject to separate terms, privacy policies, usage limits, outages, fees, restrictions, and data practices. We are not responsible for failures, delays, errors, downtime, data loss, policy changes, pricing changes, discontinued features, or security issues caused by third-party providers outside our reasonable control. The website or Services may include links to external websites. We are not responsible for external websites, their content, or their privacy practices.

Cookies, Tracking, and Analytics

The Services may use cookies, pixels, local storage, analytics tools, session cookies, preference cookies, security cookies, and similar technologies. Cookies may be used to authenticate users, maintain sessions, remember preferences, improve performance, detect fraud or abuse, measure usage, diagnose technical issues, improve Services, and support security logging. Where required by law, we may provide a Cookie Policy, cookie banner, cookie preference center, “Do Not Sell or Share” link, “Your Privacy Choices” link, or other opt-out mechanism. You should not use Reed Client Services Tracker if your browser or device settings prevent necessary security or authentication cookies from functioning.

AI-Assisted Features and Automation

We may use AI-assisted tools, automation, workflow software, document classifiers, summarization tools, internal checklists, or similar technologies to support internal operations and client-service workflows. AI-assisted tools may be used to organize documents, summarize uploaded materials, identify missing items, assist with draft communications, support internal review, classify requests, improve workflow tracking, detect inconsistencies, and assist with administrative tasks. AI-assisted outputs may be incomplete, inaccurate, or unsuitable. AI tools do not replace professional judgment, client review, tax professional review, accounting review, legal review, or final human approval. We do not use Client Data to train public AI models unless separately disclosed and authorized where required. Where commercially available, we configure AI tools to limit provider use of Client Data to providing and securing the service. You must not rely solely on AI-generated or automated outputs for tax, accounting, legal, financial, medical, employment, investment, insurance, immigration, or other high-stakes decisions.

Professional Advice Disclaimer

Information provided through our website, Reed Client Services Tracker, newsletters, general messages, articles, FAQs, checklists, automated communications, or software features is for general informational and administrative purposes only. It is not legal advice, tax advice, accounting advice, investment advice, financial planning advice, payroll advice, HR advice, insurance advice, or professional advice unless provided under an applicable engagement letter and based on your specific facts. You should not rely on general information without consulting a qualified professional regarding your circumstances.

No Guarantee of Outcome

We do not guarantee any tax result, accounting result, refund amount, audit outcome, notice resolution, agency response time, financing result, business result, legal result, software result, security result, or other outcome. Tax authorities, courts, agencies, banks, payroll providers, software providers, and other third parties may reject, delay, question, modify, audit, or challenge filings, positions, or submissions.

Regulated Data Restrictions

Unless The Reed Corporation expressly agrees in writing, you may not upload or submit:

1. protected health information subject to HIPAA;
2. children’s personal information subject to COPPA;
3. criminal background data;
4. biometric identifiers;
5. payment card numbers outside approved payment tools;
6. passwords or access credentials;
7. highly sensitive personal information unrelated to the Services;
8. data you are not legally authorized to provide.

If you believe regulated or unusually sensitive information is necessary for the Services, you must notify us before uploading it.

Children

The Services are intended for adults and business users. They are not directed to children under 13. You may not create an Account for a child under 13 or knowingly submit personal information collected directly from a child under 13 unless The Reed Corporation has expressly agreed in writing and all legally required parental consent, notices, and safeguards are in place.

Acceptable Use

You may not use the Services to:

1. violate any law or regulation;
2. commit fraud;
3. unlawfully evade taxes;
4. upload malware;
5. phish or impersonate others;
6. scrape or harvest data;
7. probe, scan, or test systems without permission;
8. reverse engineer the Services;
9. resell or sublicense access;
10. bypass security controls;
11. interfere with platform operation;
12. benchmark competitively without written consent;
13. upload unlawful or infringing content;
14. send spam or unauthorized messages;
15. harass, threaten, or abuse others;
16. submit data you lack authority to provide;
17. use the Services for prohibited SMS content or carrier-restricted campaigns;
18. misuse confidential or sensitive information;
19. attempt to access another client’s data; 20. use the Services in a way that creates legal, regulatory, professional, security, or reputational risk for The Reed

We may suspend or terminate accounts that violate this section.

Prohibited SMS and Messaging Content

You and our team may not use the Services to send SMS messages involving:

1. debt collection attempts;
2. payment-demand messages by SMS;
3. debt relief;
4. credit repair;
5. tax relief marketing;
6. loan or mortgage advertising;
7. high-risk financial services;
8. stock, bond, cryptocurrency, hedge fund, NFT, or investment opportunity marketing;
9. third-party affiliate links;
10. third-party lead generation;
11. purchased lead lists;
12. political advertising; 13. alcohol, tobacco, vaping, firearms, fireworks, marijuana, kratom, controlled substances, or similar restricted products;
13. gambling or sweepstakes;
14. adult entertainment;
15. hate speech, harassment, threats, deceptive content, fraudulent content, or unlawful content;
16. misleading links;
17. public link shorteners where carrier rules prohibit or discourage them;
18. language designed to evade carrier filters or compliance policies. If links are included in SMS messages, they should use The Reed Corporation’s branded domain or a clear full URL where practical.

User Content and Uploaded Materials

You retain ownership of Customer Data and materials you submit, subject to the rights granted to us in these Terms and any applicable engagement letter. You represent that you have all rights necessary to upload, submit, disclose, and authorize processing of Customer Data. You are responsible for the accuracy, legality, completeness, and appropriateness of Customer Data. We may remove, quarantine, restrict, or delete content that we believe violates these Terms, creates a security risk, violates law, infringes rights, or is inappropriate for the Services.

The Reed Corporation Intellectual Property

The Services, website, Reed Client Services Tracker, software, workflows, templates, designs, text, graphics, logos, forms, checklists, dashboards, documentation, processes, reports, and other materials are owned by The Reed Corporation or its licensors and are protected by intellectual property laws. You may not copy, modify, distribute, sell, lease, sublicense, reverse engineer, or create derivative works from the Services except as expressly permitted in writing. All rights not expressly granted are reserved.

Feedback

If you provide suggestions, comments, requests, ideas, or feedback about the Services, you grant us the right to use that feedback without restriction or compensation, provided that we do not disclose your confidential Client Data in doing so.

Intellectual Property Complaints

If you believe content on our website or Services infringes your intellectual property rights, contact us at info@reedcorp.tax with sufficient detail to identify the allegedly infringing content and your claimed rights. We may remove or restrict content in response to appropriate notices, repeat infringement, legal risk, or platform requirements.

Service Availability, Support, and Maintenance

Unless a separate written service-level agreement applies, we do not guarantee uninterrupted, error-free, or alwaysavailable access to Reed Client Services Tracker, the website, portal, SMS systems, phone systems, email systems, or third-party platforms. Support may be provided by email, portal message, phone, SMS, or other methods selected by The Reed Corporation. We may conduct planned or emergency maintenance, updates, backups, migrations, security changes, bug fixes, feature changes, or system modifications. The Services may be unavailable due to maintenance, outages, internet failures, vendor issues, cyber incidents, carrier issues, force majeure events, or other causes.

Beta, Trial, and Experimental Features

We may offer beta, trial, pilot, preview, experimental, or limited-release features. Beta features are provided as-is, may be modified or discontinued at any time, and may contain errors, delays, incomplete functionality, or inaccurate outputs. You should not rely on beta features for critical deadlines, legal obligations, tax filings, financial reporting, or other high-stakes decisions.

Suspension and Termination

We may suspend, restrict, or terminate your access to the Services if:

1. you violate these Terms;
2. you fail to pay fees;
3. you create a security, legal, regulatory, ethical, or professional risk;
4. you misuse the Services;
5. your engagement ends;
6. we cannot verify your identity or authority;
7. continued service would conflict with professional obligations;
8. required information is not provided;
9. a Platform Provider suspends functionality;
10. we discontinue the Services;
11. your use may harm The Reed Corporation, our clients, our systems, or third parties. You may stop using the Services at any time. Termination does not relieve you of payment obligations, confidentiality obligations, or responsibilities incurred before termination.

Effect of Termination

Upon termination, your right to access and use the Services ends immediately unless otherwise stated in writing. We may retain records as described in these Terms, the Privacy Policy, engagement letters, professional standards, and applicable law. Sections that by their nature should survive termination will survive, including provisions relating to fees, Client Data, confidentiality, Tax Return Information, intellectual property, acceptable use, disclaimers, limitation of liability, indemnification, dispute resolution, governing law, and record retention.

Disclaimers

To the fullest extent permitted by law, the Services are provided “as is” and “as available.” We disclaim warranties of merchantability, fitness for a particular purpose, title, non-infringement, accuracy, availability, completeness, uninterrupted operation, and error-free operation, except to the extent expressly stated in a signed engagement letter or required by law. Nothing in these Terms limits rights that cannot legally be limited.

Limitation of Liability

To the fullest extent permitted by law, The Reed Corporation and its owners, employees, contractors, agents, representatives, affiliates, successors, and service providers will not be liable for indirect, incidental, consequential, special, exemplary, punitive, lost-profit, lost-revenue, lost-data, business-interruption, reputational, or similar damages. To the fullest extent permitted by law, our total liability arising out of or relating to the Services will not exceed the amount you paid to us for the specific Service giving rise to the claim during the twelve months preceding the event giving rise to the claim, unless a different limitation is stated in an applicable engagement letter or unless such limitation is prohibited by law. This section does not limit liability for willful misconduct, fraud, or other liability that cannot be limited by law.

Indemnification

You agree to defend, indemnify, and hold harmless The Reed Corporation and its owners, employees, contractors, agents, representatives, affiliates, successors, and service providers from and against claims, damages, liabilities, losses, costs, and expenses, including reasonable attorneys’ fees, arising out of or relating to:

1. your breach of these Terms;
2. inaccurate, incomplete, late, unauthorized, or misleading information you provide;
3. your misuse of the Services;
4. your violation of law;
5. your violation of third-party rights;
6. actions or omissions of your Authorized Users;
7. your failure to review or approve information accurately;
8. your failure to pay required amounts to us, tax authorities, or third parties;
9. Customer Data you submit;
10. your use of the Services in a manner not authorized by these Terms.

Dispute Resolution, Arbitration, and Class Action Waiver

Before filing a claim, you agree to contact us at info@reedcorp.tax and provide a written description of the issue, the relief requested, and relevant supporting information. The parties will attempt in good faith to resolve the dispute informally for at least 30 days. Unless prohibited by applicable law or professional rules, any dispute arising out of or relating to these Terms, the Services, Reed Client Services Tracker, communications, or the relationship between you and The Reed Corporation will be resolved individually and not as part of a class, consolidated, mass, representative, or collective action. At The Reed Corporation’s election, disputes may be resolved by binding arbitration administered by the American Arbitration Association or another mutually agreed arbitration provider under its applicable rules. Arbitration will occur in New York County, New York, unless the parties agree otherwise or applicable rules require another location. The arbitrator may award relief only on an individual basis and may not conduct class arbitration or representative proceedings. Either party may bring an individual claim in small claims court where permitted. Either party may seek injunctive or equitable relief for misuse of confidential information, intellectual property violations, unauthorized access, security violations, or nonpayment.

Jury Trial Waiver

To the fullest extent permitted by law, you and The Reed Corporation waive the right to a trial by jury in any dispute arising out of or relating to these Terms, the Services, Reed Client Services Tracker, or the relationship between you and The Reed Corporation.

Governing Law and Venue

These Terms are governed by the laws of the State of New York, without regard to conflict-of-law principles, unless another law is required to apply. Subject to the dispute resolution section, you agree that courts located in New York County, New York will have exclusive jurisdiction and venue for disputes arising out of or relating to these Terms or the Services, unless another venue is required by law.

Compliance With Laws

You agree to comply with all applicable federal, state, local, and international laws and regulations in connection with your use of the Services. We may take actions necessary to comply with tax laws, privacy laws, cybersecurity laws, consumer protection laws, professional standards, subpoenas, court orders, regulatory requests, law enforcement requests, sanctions requirements, carrier requirements, messaging-provider requirements, and other legal obligations.

International Use and Transfers

The Services are operated from the United States. If you access the Services from outside the United States or submit information about individuals located outside the United States, you are responsible for ensuring that your use complies with applicable laws. Where legally required, international transfers may be addressed in a separate DPA or other written agreement.

Marketing Claims and Public Information

We do not guarantee that Reed Client Services Tracker will eliminate all errors, automate all client-service tasks, prevent missed deadlines, produce correct tax results, replace professional review, or satisfy all compliance obligations. Public website materials, marketing materials, articles, and general educational materials are informational only and are not a promise of specific results.

Changes to the Services

We may modify, suspend, discontinue, replace, or restrict any part of the Services at any time. We may add, remove, test, or change features, workflows, dashboards, communications methods, vendors, integrations, security controls, and access methods.

Changes to These Terms

We may update these Terms from time to time. Updated Terms will be posted with a new “Last Revised” date or otherwise provided through the Services. Changes are effective when posted unless otherwise stated. If we make material changes, we may provide additional notice or require renewed acceptance. Your continued use of the Services after updated Terms become effective means you accept the updated Terms. We will not use changes to these Terms to retroactively authorize the sale of Client Data, sharing of Client Data for third-party marketing, or sharing of SMS opt-in data for marketing or promotional purposes.

Assignment

You may not assign or transfer these Terms or your Account without our written consent. We may assign these Terms in connection with a merger, acquisition, reorganization, sale of assets, succession transaction, change of control, or transfer of business operations, provided that confidentiality and data protection obligations continue to apply.

Force Majeure

We are not responsible for delays, failures, or interruptions caused by events beyond our reasonable control, including natural disasters, power outages, internet outages, carrier failures, software failures, cyberattacks, labor disputes, government actions, pandemics, war, terrorism, civil unrest, tax authority delays, bank failures, vendor outages, or other force majeure events.

Severability

If any provision of these Terms is found unenforceable, the remaining provisions remain in effect. The unenforceable provision will be modified to the minimum extent necessary to make it enforceable, or severed if modification is not permitted.

No Waiver

Our failure to enforce any provision of these Terms is not a waiver of our right to enforce that provision later.

Entire Agreement

These Terms, together with any applicable engagement letter, privacy notice, consent form, DPA, invoice terms, and written service agreement, constitute the entire agreement between you and The Reed Corporation regarding the Services.

Contact Information

For questions about these Terms, contact: The Reed Corporation 350 East 62nd St., 1N New York, NY 10065 Phone: 1-800-986-0101 Email: info@reedcorp.tax Website: https://reedcorp.tax Privacy Policy: https://reedcorp.tax/privacy-policy/ Terms of Service: https://reedcorp.tax/terms-of-service/ For SMS help, reply HELP or contact 1-800-986-0101 or info@reedcorp.tax. To opt out of SMS, reply STOP or make any other reasonable opt-out request.