Terms, Conditions and Privacy Policy

Welcome to Archie Contable. These Terms and Conditions explain the general rules, responsibilities, and expectations that apply when you use our services, website, communication channels, or any related business support provided by Archie Contable.

By engaging our services, submitting information, making a payment, booking an appointment, or communicating with us, you agree to the terms outlined below.

Services Provided

Archie Contable provides accounting, tax preparation, bookkeeping, business support, consulting, document assistance, company registration support, notary related services, translation support, insurance referral assistance, and other related services.

The exact services provided may vary depending on the client’s needs, the information provided, applicable laws, deadlines, and service availability.

Client Responsibilities

Clients are responsible for providing complete, accurate, and truthful information. This includes personal information, business records, financial documents, tax forms, identification, income details, expenses, receipts, and any other documents required to complete the requested service.

Archie Contable is not responsible for errors, delays, penalties, rejected filings, incorrect results, or other issues caused by missing, false, incomplete, outdated, or inaccurate information provided by the client.

Clients are responsible for reviewing all documents, forms, applications, reports, and filings before approval or submission.

Accuracy of Information

We make reasonable efforts to provide accurate, professional, and reliable services based on the information available to us. However, accounting, tax, business, and compliance requirements may change, and results may vary depending on each client’s specific situation.

Archie Contable does not guarantee any specific tax refund amount, approval, business result, loan result, insurance rate, government processing time, or agency decision.

Tax and Compliance Matters

Tax laws, accounting rules, and government requirements can change at any time. Archie Contable works to stay informed and trained on current requirements, but clients remain responsible for their final tax obligations, business compliance, and financial decisions.

Clients are responsible for paying any taxes, penalties, interest, government fees, filing fees, renewal fees, or other amounts required by federal, state, or local agencies.

Payments and Fees

Fees for services may vary based on the type of service, complexity, urgency, required documents, and additional work needed.

Payment may be required before work begins, before documents are released, or before filing or submission, depending on the service provided.

All fees are for professional services rendered. Once work has started, fees may be non refundable unless otherwise agreed in writing.

Refunds

Refund requests are reviewed on a case by case basis. Refunds are not guaranteed and may not be available when services have already been completed, documents have been prepared, time has been spent, filings have been submitted, or third party fees have been paid.

Government fees, filing fees, processing fees, bank fees, payment processing fees, and third party fees are generally non refundable.

Appointments and Cancellations

Clients are expected to attend scheduled appointments on time and provide the required documents before or during the appointment.

Missed appointments, late arrivals, or last minute cancellations may cause delays. Archie Contable may reschedule appointments based on availability.

Communication

Archie Contable may communicate with clients by phone, text message, email, online forms, social media, messaging platforms, or other communication methods.

Clients are responsible for providing correct contact information and checking messages, emails, and requests for additional documents or approvals.

Delays in communication or failure to respond may delay the completion of services.

Third Party Services and Referrals

Archie Contable may work with or refer clients to third party providers, including insurance agents, technology platforms, financial institutions, legal professionals, notaries, translators, government agencies, software providers, or other service providers.

Third party providers operate independently and may have their own terms, fees, policies, requirements, and processing times.

Archie Contable is not responsible for the actions, decisions, delays, pricing, errors, approvals, denials, or services provided by third parties.

Use of Technology and AI Tools

Archie Contable may use technology platforms, software, automation, and artificial intelligence tools to improve efficiency, organization, drafting, document review, communication, and service quality.

While these tools may assist our team, final decisions and professional review remain part of our internal process when applicable. Clients are still responsible for reviewing and approving their information and documents.

Confidentiality and Privacy

Archie Contable takes client privacy seriously and handles personal, financial, and business information with care. Client information is used only for legitimate service related purposes, legal requirements, business operations, and authorized communication.

For more details, please refer to our Privacy Policy.

Document Storage and Retention

Archie Contable may retain client documents and records as needed for business, legal, accounting, tax, or compliance purposes.

Clients should keep their own copies of all important documents, filings, receipts, confirmations, and records. Archie Contable is not responsible for storing documents permanently or replacing lost client records.

Deadlines

Clients are responsible for submitting information and documents on time. Archie Contable is not responsible for missed deadlines, late filings, penalties, interest, or rejected submissions caused by delays in receiving client information, late approvals, incomplete documents, system outages, government delays, or third party issues.

Limitation of Liability

To the fullest extent permitted by law, Archie Contable is not liable for indirect, incidental, special, consequential, or punitive damages, including loss of income, loss of business, penalties, delays, missed opportunities, or financial losses resulting from the use of our services.

Our responsibility is limited to the amount paid for the specific service related to the issue, unless otherwise required by law.

No Legal Advice

Archie Contable does not provide legal advice unless specifically stated by a properly licensed legal professional. Any business, tax, accounting, or compliance information provided is for service and informational purposes only.

Clients should consult an attorney for legal matters, disputes, contracts, lawsuits, immigration matters, or legal interpretations.

Service Refusal

Archie Contable reserves the right to refuse, pause, or discontinue services if a client provides false information, refuses to provide required documents, engages in abusive behavior, requests illegal or unethical actions, fails to pay required fees, or violates these Terms and Conditions.

Changes to These Terms

Archie Contable may update these Terms and Conditions at any time to reflect changes in our services, policies, technology, or legal requirements. Updated terms may be posted online or provided to clients when appropriate.

Acceptance of Terms

By using our services, submitting documents, making a payment, booking an appointment, or communicating with Archie Contable, you acknowledge that you have read, understood, and agreed to these Terms and Conditions.

At Archie Contable, protecting the privacy, confidentiality, and security of our clients’ personal, business, and financial information is one of our highest priorities. We understand that the information you share with us is sensitive, and we are committed to handling it with care, professionalism, and responsibility.

This Privacy Policy explains how we collect, use, store, share, and protect the information provided to us when you engage our services.

Information We Collect

We collect only the information necessary to provide our accounting, tax, business, consulting, and related services. This may include, but is not limited to:

Personal identification information
Contact information
Business information
Financial records
Tax documents
Payroll information
Banking or payment related information
Government forms or identification documents
Any other information required to complete the services requested

How We Use Your Information

The information we collect is used only for legitimate business and service related purposes, including:

Preparing tax returns and financial reports
Providing accounting and bookkeeping services
Assisting with business registration, compliance, and advisory services
Communicating with clients regarding their services
Submitting required documents to government agencies or authorized institutions
Maintaining accurate records as required by law
Improving internal processes and service efficiency

We do not sell, rent, or share your personal or financial information with third parties for marketing purposes.

Disclosure of Information

We may disclose client information only when necessary and appropriate, including:

When required by law, regulation, subpoena, or government request
When authorized by the client
When necessary to complete requested services
When working with trusted service providers who assist us in delivering our services
When communicating with government agencies, financial institutions, legal representatives, or other authorized parties

Any third party provider we work with is expected to handle information responsibly and maintain appropriate privacy and security standards.

Use of Technology and AI Tools

To improve efficiency, accuracy, organization, and client service, Archie Contable may use secure technology platforms and artificial intelligence tools as part of our internal workflow. These tools may assist with document review, drafting, organization, communication, and administrative support.

When using these tools, we take reasonable steps to protect client information and limit access to only what is necessary for the intended purpose. Some tools may be operated by third party vendors, including platforms such as OpenAI, Meta AI, or other technology providers. These vendors may have their own privacy and security practices.

Archie Contable does not use client information for unauthorized purposes and does not knowingly share sensitive information with artificial intelligence tools unless it is necessary to support the service being provided, permitted by applicable terms, or authorized as part of our business operations.

Security Measures

We use reasonable technical, administrative, and organizational safeguards to help protect client information against unauthorized access, loss, misuse, alteration, or disclosure. These safeguards may include secure systems, restricted access, password protection, encryption, firewalls, internal procedures, and staff training.

While we take privacy and security seriously, no method of electronic storage or transmission is completely guaranteed to be secure. However, we work continuously to maintain strong protections and responsible handling practices.

Retention of Information

We retain client information only for as long as necessary to provide services, meet legal and regulatory requirements, resolve disputes, maintain business records, and fulfill our professional obligations.

When information is no longer needed, we take reasonable steps to securely delete, destroy, or archive it in accordance with applicable requirements.

Client Rights

Clients may request access to their information, request corrections, ask questions about how their information is used, or request deletion when legally permitted. Some information may need to be retained due to tax, accounting, legal, or regulatory requirements.

Consent

By engaging Archie Contable for services, you consent to the collection, use, storage, and disclosure of your information as described in this Privacy Policy.

Policy Updates

Archie Contable may update this Privacy Policy from time to time to reflect changes in our services, technology, legal requirements, or privacy practices. Updates will be made available to clients when appropriate.

Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or how your information is handled, please contact Archie Contable directly.