Terms of Service

These terms apply when you use multidextech.com or buy services from Multidex Technologies LLC (“Multidex,” “we,” “us”). “You” means you and the firm you represent.

If you sign an order, proposal or service agreement with us, that document also applies. Where it conflicts with these terms, the signed document wins.

We build and run client-acquisition systems for tax and accounting firms. Depending on your plan, this can include ad campaigns, landing pages and funnels, local SEO and Google Business Profile work, social media, automated messaging, and access to TaxFlow, your firm’s client dashboard.

Your order sets out exactly what is included.

Pay Per Client. You pay a one-time setup fee, then a fee for each booking, at the rates on our pricing page or in your order. Bookings are billed [BILLING FREQUENCY].

Monthly plans. You pay a one-time setup fee and a monthly fee, billed in advance each month.

Ad spend. Your advertising budget is paid by you directly to the ad platforms, such as Google and Meta. It is not part of our fees.

Payments are processed by Stripe. If a payment fails, we may pause services until it is resolved. Fees do not include taxes, which we add where required.

A booking is a new, qualified prospect who books a consultation on your calendar through the system we run for you. If a prospect doesn’t show up, we work to rebook them at no extra charge.

Your order may set out more detail, such as how duplicates and existing clients are handled.

You agree to:

• Give us accurate information and the access we need to do the work.
• Review and approve pages, ads and messages before they go live.
• Only message people who have agreed to hear from you, as required by laws such as the TCPA and CAN-SPAM in the US and CASL in Canada.
• Get any client consent required by Internal Revenue Code §7216 before using tax return information for marketing, such as review requests or reactivation campaigns. See Security & data.
• Follow the advertising and conduct rules of your profession and licensing bodies.
• Never put SSNs, SINs, tax returns or tax documents into TaxFlow.

We work hard to get you new clients, but we can’t guarantee a specific number of leads, bookings or clients. Results depend on your market, your offer, your ad budget and how you follow up with prospects.

There is no long-term contract. You can cancel by giving us [NOTICE PERIOD] written notice. Fees already paid for work done, including the setup fee once work has started, are not refundable unless your order says otherwise.

We may end services if you don’t pay, break these terms, or ask us to do something unlawful.

You own your firm’s data, including your contacts and message history in TaxFlow. You can ask for an export at any time. When services end, we keep your data for [RETENTION PERIOD] so you can export it, then delete it.

How we handle data is described in our Privacy Policy and on Security & data.

You keep all rights to your brand, logos and content. We keep all rights to our own tools, templates, software and know-how. Ownership of pages and assets we create for you is set out in your order.

Our services rely on third parties such as Google, Meta, Stripe, and email and SMS carriers. Their terms also apply to your use of them. We are not responsible for their outages, policy changes or decisions, such as an ad account suspension.

Each of us will keep the other’s non-public business information confidential and use it only to perform under these terms.

Except as stated in these terms or your order, our services are provided “as is.” To the fullest extent the law allows, we are not liable for indirect, incidental or consequential losses, such as lost profits or lost data.

Our total liability for any claim is limited to the fees you paid us in the [LIABILITY PERIOD] before the claim arose.

You agree to cover our reasonable costs from claims caused by your content, your instructions, or your breach of messaging, privacy or professional rules.

These terms are governed by the laws of the State of Wyoming, USA, without regard to its conflict-of-law rules.

We may update these terms. When we do, we will update the date at the top of this page. Changes that affect an active order will be agreed with you first.

Questions about these terms: email hello@multidextech.com.