Terms of Use for DocWealth

Last Updated: July 21, 2025

1. Agreement to Terms

Welcome to DocWealth. These Terms of Use constitute a legally binding agreement made between you (“you” or “user”) and DocWealth (“we,” “us,” or “our”), concerning your access to and use of the https://www.docwealth.io/ website as well as any other media form or channel related or connected thereto (collectively, the “Site”).

By accessing the Site, you acknowledge that you have read, understood, and agree to be bound by all of these Terms of Use. If you do not agree with all of these terms, you are expressly prohibited from using the Site and must discontinue use immediately. You also affirm that you are at least 18 years of age.

2. Intellectual Property Rights

Unless otherwise indicated, the Site is our proprietary property. All source code, databases, functionality, software, website designs, text, photographs, and graphics on the Site (collectively, the “Content”) and the trademarks and logos contained therein (the “Marks”) are owned or controlled by us and are protected by copyright and trademark laws.

The Content and the Marks are provided on the Site “AS IS” for your information and personal, non-commercial use only. You may not copy, reproduce, distribute, sell, license, or otherwise exploit any Content for any commercial purpose whatsoever without our express prior written permission.

3. User Representations and Prohibited Activities

By using the Site, you represent and warrant that you are at least 18 years of age and have the legal capacity to comply with these Terms of Use.

You agree not to use the Site for any purpose that is unlawful or prohibited by these terms. You may not:

Use the Site for any commercial purpose.
Systematically retrieve data or other content from the Site to create a collection, compilation, database, or directory without written permission from us (e.g., using bots, scrapers, or data mining).
Attempt to bypass any measures of the Site designed to prevent or restrict access.
Upload or transmit any material that acts as a passive or active information collection or transmission mechanism, including viruses, spyware, or other malicious code.
Interfere with, disrupt, or create an undue burden on the Site or the networks or services connected to the Site.

4. Third-Party Websites

The Site may contain links to other websites ("Third-Party Websites"). Such Third-Party Websites are not investigated, monitored, or checked for accuracy or completeness by us, and we are not responsible for any Third-Party Websites accessed through the Site. The inclusion of any link does not imply endorsement or approval by us. Your use of such sites is entirely at your own risk.

5. Term and Termination

These Terms of Use shall remain in full force and effect while you use the Site. We reserve the right to, in our sole discretion and without notice or liability, deny access to and use of the Site to any person for any reason, including for breach of any representation or warranty contained in these terms.

6. Modifications and Interruptions

We reserve the right to change, modify, or remove the contents of the Site at any time or for any reason at our sole discretion without notice. We also reserve the right to modify these Terms of Use at any time.

We cannot guarantee the Site will be available at all times. We may experience hardware, software, or other problems or need to perform maintenance, resulting in interruptions, delays, or errors. We are not liable for any loss, damage, or inconvenience caused by your inability to access or use the Site during any downtime.

7. Disclaimers

The Site is provided on an “as-is” and “as-available” basis. You agree that your use of the Site and our services will be at your sole risk. To the fullest extent permitted by law, we disclaim all warranties, express or implied, in connection with the Site and your use thereof. We make no warranties about the accuracy or completeness of the Site’s content.

For a detailed disclaimer regarding the scope of our tax and bookkeeping services, please review our separate Disclaimer page.

8. Limitation of Liability

In no event will we or our directors, employees, or agents be liable to you or any third party for any direct, indirect, consequential, exemplary, incidental, special, or punitive damages arising from your use of the Site, even if we have been advised of the possibility of such damages.

9. Indemnification

You agree to defend, indemnify, and hold us harmless, including our subsidiaries, affiliates, and all of our respective officers, agents, and employees, from and against any loss, damage, liability, claim, or demand, including reasonable attorneys’ fees and expenses, made by any third party due to or arising out of your use of the Site or breach of these Terms of Use.

10. Governing Law

These Terms of Use and your use of the Site are governed by and construed in accordance with the laws of the State of Florida applicable to agreements made and to be entirely performed within the State of Florida, without regard to its conflict of law principles.

11. Privacy Policy

Your use of our Site and services is also governed by our Privacy Policy. Please review our Privacy Policy at https://www.docwealth.io/privacy-policy to understand our practices regarding the collection and use of your personal information.

12. SMS/Text Messaging Terms

By providing your mobile phone number and opting in to receive text messages from DocWealth, you consent to receive informational and promotional text messages from us. The following terms apply to our SMS/text messaging services:

Company Name: DocWealth

Message Frequency: Message frequency may vary. You may receive periodic messages from us, including but not limited to service updates, reminders, and promotional offers.

Message and Data Rates: Message and data rates may apply. Standard text messaging charges from your mobile carrier will apply. Please contact your mobile carrier for details about your specific messaging plan.

Opt-Out Instructions: You can opt out of receiving text messages at any time. To unsubscribe, reply STOP to any text message you receive from us. After you send the STOP message, we will send you a confirmation text message to confirm you have been unsubscribed. You will no longer receive text messages from us unless you opt in again.

Help Instructions: For assistance or more information about our text messaging services, reply HELP to any text message from us, or contact our customer support team.

Customer Support: If you need assistance or have questions about our SMS messaging services, please contact us at admin@docwealth.io.

Consent and Agreement: By opting in to receive text messages, you agree to receive automated marketing and informational text messages at the mobile number provided. Consent is not a condition of purchase. You may opt out at any time by following the instructions above.

Carrier Disclaimer: We are not liable for delayed or undelivered messages. Mobile carriers are not liable for delayed or undelivered messages.

11. Contact Us

To resolve a complaint regarding the Site or to receive further information regarding use of the Site, please contact us at:

DocWealth Email: admin@docwealth.io