Paciolytics General Terms of Service Agreement

Last updated: August 2025

Welcome to Paciolytics. By using or accessing our services, you agree to be bound by this General Terms of Service Agreement (“Terms”). Please read these Terms carefully before engaging with Paciolytics or utilizing any of our services. For more details related to partnership benefits and responsibilities, please also review our Affiliate Program Terms & Conditions.

1. Acceptance of Terms

By accessing or using any services provided by Paciolytics, including but not limited to Accounting Outsourcing, Payroll Outsourcing, Taxation Outsourcing, CFO Services, Financial Modeling & Forecasting, Business Intelligence, Accounts Payable & Receivable, Bookkeeping, and Audit (collectively, the “Services”), you (“Client” or “You”) agree to comply with and be bound by these Terms. If you do not agree to these Terms, you may not use the Services.

2. Scope of Services

Paciolytics provides professional outsourced financial and accounting services designed to support your business needs. These Services are performed by qualified professionals, either directly employed or contracted by Paciolytics, depending on the engagement.

The Services include, but are not limited to:

• Accounting Outsourcing
• Payroll Outsourcing
• Taxation Outsourcing
• CFO Services
• Financial Modeling & Forecasting
• Business Intelligence
• Accounts Payable & Accounts Receivable Management
• Bookkeeping
• Audit Support and Advisory

3. Client Responsibilities and Onboarding Information

You agree to provide accurate, complete, and timely information necessary for the provision of Services (“Onboarding Information”). Paciolytics relies on this information to deliver Services efficiently and effectively. Failure to provide accurate or complete information may result in delays, additional fees, or termination of Services.

4. Engagement and Service Delivery

Once Paciolytics accepts your Service request and Onboarding Information, an engagement is established between you and Paciolytics. Paciolytics will perform the agreed-upon Services in accordance with applicable professional standards.

Communication between Paciolytics and Clients will primarily occur through agreed communication channels, including email, secure portals, or other platforms as designated during onboarding.

5. Fees and Payment

Fees for Services are outlined in the engagement agreement or proposal and may include fixed fees, hourly rates, or project-based pricing. Paciolytics reserves the right to adjust fees with prior notice based on scope changes or regulatory requirements.

Invoices are due within the terms specified (typically within 30 days), and late payments may incur interest or suspension of Services until payment is received.

6. Confidentiality and Data Protection

Paciolytics is committed to maintaining the confidentiality of Client information. We comply with applicable data protection laws and implement reasonable security measures to protect your data.

By using our Services, you consent to the collection, use, and storage of your data as described in our Privacy Policy.

7. Limitation of Liability

Paciolytics will perform Services with reasonable skill and care. However, to the fullest extent permitted by law, Paciolytics disclaims all warranties, express or implied, and is not liable for any indirect, incidental, or consequential damages arising from the use or inability to use the Services.

8. Independent Contractor Relationship

Paciolytics operates as an independent contractor. Nothing in this Agreement shall be construed to create an employer-employee relationship or joint venture between Paciolytics and Client. 

9. Termination

Either party may terminate the engagement with written notice subject to any outstanding fees for Services rendered. Upon termination, Client agrees to pay for all Services performed up to the termination date.

10. Governing Law and Dispute Resolution

These Terms and any engagement agreements are governed by the laws of [Your Jurisdiction, e.g., State of California]. Any disputes shall be resolved through binding arbitration in accordance with the rules of [Arbitration Organization], unless otherwise mutually agreed.

11. Amendments

Paciolytics reserves the right to modify these Terms at any time. Updated Terms will be posted on our website and communicated to Clients. Continued use of Services after modifications constitutes acceptance of the revised Terms.

12. Miscellaneous

• Entire Agreement: These Terms, along with any engagement agreements and privacy policies, constitute the entire agreement between Paciolytics and Client regarding the Services.
• Severability: If any provision is found invalid, the remainder shall continue in effect.
• Assignment: You may not assign or transfer your rights under these Terms without Paciolytics’ written consent.
• Notices: Communications under these Terms may be delivered electronically.