Terms of service
Version 2026-11 · Draft
1. The service
DG Unified Services offers Unified Firm, online practice-management software for CPA firms in Puerto Rico. By creating an account, the person creating it accepts these terms on behalf of their firm and confirms they have authority to do so.
2. Accounts and security
The firm decides who has access and with which permissions, and is responsible for what its users do. Each person uses their own account with two-factor authentication. Tell us right away at info@dgunifiedservices.com if you suspect unauthorized use.
3. Free trial
The trial lasts 15 days, for up to 15 people, with no card. When it ends, the account becomes read-only: information can be viewed and exported, but not changed, until a plan is chosen. If no plan is chosen, we delete the account [90] days after the trial ends, with prior notice.
4. Plans and payment
Plans are billed per person (seat), up to 15 per firm, in advance each [month/year], through [Stripe]. Prices and applicable taxes (including IVU where it applies) are shown before paying. [Refund policy.] If a payment fails, the account may become read-only until it is resolved.
5. The firm’s information
Information the firm and its clients enter belongs to the firm. We process it only to provide the service, as described in the privacy policy. The firm can export everything at any time. The firm is responsible for the client consents required by professional and tax rules (including Internal Revenue Code section 7216).
6. Acceptable use
The service may not be used for unlawful purposes, to upload malicious software, to try to access other firms’ information, to overload the system or to resell access.
7. AI assistant
The assistant is optional and off until the firm turns it on. Its answers are suggestions, not tax, legal or professional advice: the CPA reviews and decides. Anything that changes data or reaches a client waits for a person’s approval.
8. Availability and backups
We make reasonable efforts to keep the service available and back up the information, encrypted, every day. There may be interruptions for maintenance, which we will try to announce. [Service level agreement, if offered.]
9. Liability
[Limitation of liability and disclaimer of warranties — drafted by the operator’s lawyer.]
10. Termination
The firm may cancel at any time from the account or by writing to us. We may suspend an account for non-payment or for breaching these terms, with notice except in urgent cases. When it ends, the firm has [30] days to export its information.
11. Governing law
These terms are governed by the laws of Puerto Rico and, where they apply, the federal laws of the United States. [Forum for disputes.]
12. Changes and contact
If we change these terms we will tell firms with reasonable notice. Questions: info@dgunifiedservices.com.