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Webb Community Financial Services
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Webb Community Financial Services
Home
Coaching
  • Financial Coaching
Business Owners
  • DFY Business System Setup
  • Bookkeeping & Accounting
Tax Clients
  • Free Quote
  • For Tax Clients
  • Resources for Tax Clients
  • Referral Form
  • Client Portal
Tax Office Owners
  • Done For You Tax Office
  • Own Your Tax Office
  • WCFS Back Office
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    • Financial Coaching
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    • DFY Business System Setup
    • Bookkeeping & Accounting
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    • Free Quote
    • For Tax Clients
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    • Referral Form
    • Client Portal
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    • Done For You Tax Office
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    • Financial Coaching
  • Business Owners
    • DFY Business System Setup
    • Bookkeeping & Accounting
  • Tax Clients
    • Free Quote
    • For Tax Clients
    • Resources for Tax Clients
    • Referral Form
    • Client Portal
  • Tax Office Owners
    • Done For You Tax Office
    • Own Your Tax Office
    • WCFS Back Office

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Consent to Use and Engagement Agreement

Consent to Use and Engagement Agreement

This Consent to Use & Engagement Agreement (“Agreement”) applies to all services, website access, software access, communications, invoices, and proposals issued by WebbCFS (“we,” “our,” or “us”). By engaging WebbCFS services, accessing your client portal, or paying any invoice, you (“Client”) acknowledge and agree to the following terms:


Consent to Use of Information

Client grants WebbCFS permission to securely collect, store, and use their information within WebbCFS systems, software, and platforms solely for quoting and delivering contracted services, proposals, and account management. Client information will be handled in strict accordance with confidentiality laws and best practices.


Virtual Assistants (VA) Disclosure

The Client acknowledges that WebbCFS may use authorized Virtual Assistants (VA’s) to assist in services. Some VA’s may be located outside of the United States. All individuals involved are bound by confidentiality agreements, and we maintain strict oversight to protect your proprietary information and data integrity. We retain full responsibility for the oversight and final delivery of all work performed, whether completed internally or by third-party support. 


We take client confidentiality seriously. While using virtual support and third-party tools, we implement the following security measures: Secure communication channels (e.g., Google Workspace, password managers, two-factor authentication). Role-based access only to information necessary for task completion. Written confidentiality agreements with all subcontractors and assistants. Your sensitive data will never be sold or shared outside the scope of this engagement.


No Disparagement

Client agrees that they will not, during the term of this Agreement and for a period of two (2) years following its termination, make or encourage any public or private statements—whether written or oral—that could reasonably be construed to disparage or harm the reputation of WebbCFS , its services, employees, contractors, or affiliates.


This includes, but is not limited to, negative or misleading remarks on social media platforms, online reviews, discussion forums, or to third parties.


Nothing in this section shall be construed to limit the Client’s ability to provide constructive feedback directly to WebbCFS, or to make statements as required by law or legal proceedings.


Any breach of this section shall be deemed a material breach of this Agreement, entitling WebbCFS to pursue all available legal remedies, including injunctive relief and damages under Georgia law.


Payment Terms & Collections

All payments made via invoice are subject to a 5% service charge.


Prepayment Requirements: 

Certain services require prepayment or deposits before work begins.


Due Dates: 

Payments are due on or before the invoice due date.

Payment not received by the agreed due date will result in a late fee.


Payment Plans:

If a payment plan is offered and agreed to, a 10% payment plan fee will be added to the total balance due.


Failure to Pay:

If payment is not received within 60 days, interest will be charged on the outstanding balance at a rate of 1.5% per month (18% annually).

WebbCFS reserves the right to report non-payment to credit reporting agencies, which may negatively impact the Client’s credit profile.


WebbCFS reserves the right to halt services or withhold final delivery of services/deliverables until all required payments are made.


Refund Policy

Payments made to WebbCFS are non-refundable, except in cases where services have not yet commenced, and WebbCFS agrees to refund at its sole discretion. Refund requests must be made in writing.


Confidentiality

WebbCFS maintains strict confidentiality of all client records and data in compliance with IRS, state, and federal regulations. Secure systems, encryption, and two-factor authentication are utilized to safeguard sensitive information.


Limitation of Liability

WebbCFS’s liability is limited to the amount paid by the Client for the specific service in question. WebbCFS is not liable for indirect, incidental, or consequential damages under any circumstances.


Engagement Scope

WebbCFS’s role is limited to providing professional services as contracted. Representation before regulatory authorities, correspondence handling, or legal counsel is not included unless separately agreed to in writing and authorized by proper forms.


Document Retention

WebbCFS may retain copies of documents and deliverables for up to three (3) years for administrative purposes. Clients are solely responsible for keeping original records.


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