EGO SUMDM7WEBSITE & SERVICE TERMS
No automatic engagement. An account, intake, quote request, or payment attempt alone does not obligate EGO SUM DM7 to perform services. Written scope acceptance is required.
These Terms form a legally binding agreement between you and EGO SUM DM7 governing the website at www.egosum7.com, the secure client portal, and services we provide.
By creating an account, submitting an intake, accepting a written scope, making a payment, or using the Site or services, you agree to these Terms and our Privacy Policy. If acting for an entity, you represent that you have authority to bind it.
Services may include tax preparation support, payroll setup and processing support, employer tax-filing coordination, permitted notary services, administrative business-formation assistance, bookkeeping, compliance tracking, annual-report assistance, document organization, and portal-based case coordination.
Creating an account, completing an intake, or requesting a quote does not create a professional engagement or attorney-client—or similar—relationship.
An engagement starts only after we review and accept the work, you accept a written scope or package confirmation describing services, responsibilities, professional fees, and known outside costs, and any required initial payment or authorization is received. Until written acceptance, we have no duty to perform services.
Fees follow the accepted scope or confirmed package. Published starting prices are estimates and may change based on complexity, volume, jurisdiction, rush work, or missing information.
Government fees, taxes, registered-agent fees, state charges, shipping, travel, technology, and other outside costs are separate unless expressly included in writing.
Payment is due under the accepted engagement. Recurring services require authorized recurring payment, and unpaid invoices may cause suspension. You authorize our processor to charge the payment method provided for amounts properly due.
Completed services and submitted government costs are generally nonrefundable. We will consider good-faith requests when work has not begun and no outside costs were incurred. Rush fees are nonrefundable after work begins. We may refuse or cancel requests outside our capacity, standards, or risk tolerance.
When offered, complete written terms—including schedule, charges, and consequences of default—will be provided before acceptance.
Every accepted engagement has a defined scope. Additional returns, multistate complications, cleanup bookkeeping, extra notarizations, amendments, rush handling, or other out-of-scope work may require a written change order and additional fees.
We may decline or terminate work when information remains missing, a conflict arises, the request exceeds capacity or standards, or you breach these Terms.
You are responsible for activity under your credentials and may use the portal only for lawful engagement-related purposes. You consent to service communications by portal and email and, when opted in, SMS. Keep contact details current and monitor communications for requests and deadlines.
The Site, branding, content, software, design, and portal interface belong to EGO SUM DM7 or its licensors and are protected by law. You may not copy, modify, distribute, scrape, reverse-engineer, or commercially exploit them without written consent.
Client-specific work product is supplied for the accepted engagement and may not be resold or redistributed as a commercial product.
We treat client information as confidential and use it as described in the Privacy Policy, as needed to perform accepted work, or as law requires. Do not upload information you lack authority to share.
To the maximum extent permitted by law, the Site, portal, and services are provided “as is” and “as available.” We disclaim implied warranties, including merchantability, fitness for a particular purpose, title, and non-infringement. We do not promise uninterrupted or error-free operation, complete security, or any particular filing or tax result.
To the maximum extent permitted by law, our aggregate liability arising from an engagement or these Terms will not exceed the professional fees actually paid for that specific engagement.
We are not liable for indirect, incidental, special, consequential, exemplary, or punitive damages; lost profits or data; business interruption; or substitute-service costs. We are not liable for delays or failures caused by inaccurate information, government action, force majeure, or third-party providers outside our reasonable control. Where limitations are restricted, liability is limited to the fullest lawful extent.
You agree to indemnify, defend, and hold harmless EGO SUM DM7 and its owners, employees, and agents from claims, damages, losses, liabilities, costs, and reasonable attorneys’ fees arising from your breach, inaccurate information, misuse of the Site or portal, or violation of law or third-party rights.
Either party may terminate an engagement by written notice. You remain responsible for completed work and committed outside costs. We will reasonably cooperate with record transfer, subject to outstanding balances, retention duties, and law.
We may suspend or terminate portal access for violations or security reasons. Provisions that naturally survive—including fees, liability limits, indemnification, and governing law—remain effective.
Florida law governs these Terms without regard to conflict-of-law principles. Unless applicable law requires otherwise, disputes will be resolved exclusively in the state or federal courts located in Florida, and you consent to their jurisdiction and venue.
Before filing a formal claim, both parties agree to attempt a good-faith informal resolution.
We may update these Terms. The last-updated date identifies the current version, and material changes will be posted. Existing accepted engagements generally remain governed by the terms in effect when accepted unless both parties agree otherwise.
EGO SUM DM7
Email: egosumdm7@egosum7.com
Phone: 786-343-8536
Mailing address: 661 Franklin Street, Framingham, MA 01702
Monday–Friday · 10:00 AM–7:00 PM Eastern Time