UNTIED BUSINESS SOLUTIONS
MASTER TERMS & CONDITIONS
Version 1.0 | Effective July 24, 2025
These Master Terms & Conditions ("Terms") govern the relationship between Untied Business Solutions ("Contractor") and the Client as defined in the associated Scope of Work ("SOW"). These Terms may be updated by Untied Business Solutions from time to time. Clients will be notified of significant changes via email no less than 15 days in advance. Continued use of services following such notice constitutes acceptance of the updated Terms.
The Scope of Work issued to the Client and agreed upon in writing (including digital signatures) is hereby incorporated by reference. In the event of a conflict, the Scope shall control for deliverables and pricing, and these Terms shall control for general business and legal terms.
1. Independent Contractor Status
Untied operates as an independent contractor. Nothing in this Agreement establishes an employment, partnership, or joint venture relationship. Contractor is solely responsible for income and self-employment taxes. Client will issue a 1099 as required.
2. Services Warranty
Contractor warrants that services will be performed professionally, diligently, and in compliance with all applicable laws and best practices.
3. Confidentiality
All confidential or proprietary information exchanged between the parties shall remain protected. Contractor agrees to maintain confidentiality for a period of 10 years post-termination. See full clause in original agreement.
4. Intellectual Property
Client owns all work product produced under the Scope of Work, excluding proprietary formatting, diagrams, and templates created by Untied, which remain Untied's intellectual property.
5. Portfolio Use
Contractor may use anonymized, non-confidential work product in portfolios or promotional materials.
6. Subcontracting & Delegation
Contractor reserves the right to delegate tasks to qualified team members or subcontractors, provided that service quality and confidentiality standards are maintained.
7. Payment & Billing
All payments must be received before services are rendered. Additional communication or requests beyond the Scope will be billed at the standard hourly rate in 15-minute increments. See Scope of Work and Payment Authorization Form for full details.
8. Price Adjustments
Contractor may increase pricing annually up to 5% with written notice. Volume-based pricing changes must be agreed upon in writing.
9. Termination & Refunds
Either party may terminate with 14 days’ written notice. No refunds will be issued once services have commenced.
10. Late Payments & Returned Fees
Late payments incur a 5% monthly fee. Returned payments incur the greater of $25 or 5% of the payment amount.
11. Client Responsibilities
Client must provide timely documentation, designate an internal point of contact (for multi-owner entities), and notify Contractor of new financial accounts.
12. Financial Report Edits
Edits to reports must be requested within 30 days of delivery. Errors by Untied will be corrected within 90 days.
13. Expense Policy
Client is not liable for Contractor’s expenses unless explicitly pre-approved. Pre-approved expenses will be billed using payment information on file.
14. Communication Policy
Contractor is available Mon–Thurs, 10a–3p ET. Written responses will be issued within 1 business day. Additional communication is billable if outside scope.
15. Limitation of Liability
Untied is not responsible for delays caused by force majeure events or client delays. Contractor is not liable for third-party software failures.
16. Data Processing & Use of Third-Party Software
Untied Business Solutions is authorized to store, access, and process the Client’s financial, business, or operational data using reputable third-party software platforms, including but not limited to: accounting software, cloud-based storage, automation tools, AI systems, and internal communication apps.
The Client acknowledges that these systems may be hosted on servers outside of their state or country and may be governed by their own privacy policies and security practices. By engaging Untied Business Solutions, the Client consents to this data usage and storage.
Untied Business Solutions will take commercially reasonable efforts to secure data in line with our internal cybersecurity protocols.
17. Refund Policy
All services rendered are non-refundable unless otherwise explicitly stated in writing.
If services are pre-paid and cancelled prior to any work being started, a credit may be issued at the discretion of Untied Business Solutions. No refunds will be issued for work already completed or for services paused or cancelled mid-engagement.
Refunds or credits are not available for communication time, planning, onboarding, or administrative setup once initiated.
18. Receipt Retention Policy for Substantiation
In accordance with IRS guidance (IRS Publication 463), receipts or invoices are not required for individual business expenses under $75 unless related to lodging, travel, or gifts.
Untied Business Solutions will remove all communication log records, receipt uploads, or other receipt-tracking entries under $75 from our internal systems after 30 calendar days of processing, unless otherwise required for audit or legal purposes.
The Client acknowledges and agrees that retaining copies of receipts under this threshold is their own responsibility if needed for audit or internal control purposes.
19. Indemnity for Client-Caused Legal or Compliance Expenses
In the event Untied Business Solutions incurs legal fees, consulting costs, collections activity, fines, or other out-of-pocket expenses directly due to client actions, delays, disputes, or breach of contract, Untied reserves the right to recover such expenses from the Client.
This includes, but is not limited to, expenses related to third-party claims, regulatory filings, subpoena compliance, or legal enforcement.
20. Legal Jurisdiction
This Agreement is governed by the laws of the State of Texas.
21. Chargebacks
Client agrees not to initiate any chargebacks through their bank, credit card company, or payment processor for any payments made to Untied Business Solutions. In the event of a chargeback, the full amount of the disputed payment shall immediately become due and payable by the Client, and Client agrees to reimburse Untied for any fees, penalties, or legal costs incurred in response to the chargeback.
All other clauses from the original agreement, including cybersecurity policies, third-party liability limitations, project changes, and service-specific exclusions, are incorporated herein and remain fully enforceable.
Updated by Untied Business Solutions | Version 1.0 | Effective July 24, 2025