Master Service Agreement (MSA) / Terms of Service

1. Scope of Services

QiAlly provides consulting and professional services including but not limited to:

• Tax preparation and planning
• Bookkeeping and accounting services
• HR consulting and operations management
• IT systems consulting and automation
• Individual document preparation and administrative support
• QiAlly 360 Business Consulting (comprehensive consulting including knowledge bases, client portals, websites, HR, workers' comp, tax & accounting)

Limitations: Services are provided as consulting and preparation assistance. We are not a law firm and do not provide legal representation. Tax services are provided as preparers, not as CPAs unless specifically stated.

2. Payment Terms

• Payment Schedule: Payment terms will be specified in individual service agreements or invoices.
• Late Fees: Invoices unpaid after 30 days may incur a late fee of 1.5% per month.
• Cancellation: Services may be cancelled with 30 days written notice. Work completed up to cancellation date is billable.
• Refunds: Refunds are provided only for services not yet rendered, at our discretion.

3. Data & Confidentiality

• Confidentiality: All client information is treated as confidential and is not shared with third parties except as required by law or with explicit client consent.
• Data Storage: Client data is stored securely using industry-standard encryption and security practices.
• Client Responsibilities: Clients are responsible for providing accurate, complete information in a timely manner.
• Third-Party Tools: We may use third-party tools (Zoho, cloud storage, communication platforms) that have their own privacy policies.

4. Liability & Disputes

• Liability Limits: Our liability is limited to the amount paid for the specific service in question.
• No Guarantees: While we strive for accuracy, we cannot guarantee specific outcomes (e.g., tax refund amounts, approval of immigration forms).
• Dispute Resolution: Disputes will first be addressed through direct communication. If unresolved, disputes will be handled through binding arbitration in Indianapolis, IN.
• Indemnification: Clients agree to indemnify QiAlly against claims arising from inaccurate information provided by the client.

5. Contact & Updates

For questions about these terms, contact us at:

• Email: cody@qially.com
• Phone: +1 (317) 643-3489

We reserve the right to update these terms. Material changes will be communicated to active clients.