In these Terms, “ClearLedger,” “we,” “us,” and “our” refer to the business operating the ClearLedger website and services. Before production launch, the final legal entity name will be inserted into these Terms.
If a specific engagement agreement, proposal, statement of work, order form, appointment confirmation, or other written agreement conflicts with these general website Terms concerning the services governed by that agreement, the more specific agreement controls to the extent of the conflict.
Acceptance of these Terms
By accessing or using this website, submitting information through the website, using an online scheduling or payment function, or otherwise interacting with website features that reference these Terms, you agree to these Terms to the extent applicable to your interaction.
If you do not agree with these Terms, do not use website functions that require acceptance of them.
If you use this website on behalf of a company, organization, or other entity, you represent that you are authorized to act on its behalf with respect to the website interaction you initiate.
When you choose to conduct a transaction or communication electronically, applicable agreements, acknowledgments, confirmations, notices, records, and signatures may be provided or maintained electronically where permitted and appropriate.
Website use
The ClearLedger website provides information about our business, potential services, pricing starting points, operating model, scheduling options, and methods for contacting us.
Website content is intended for general informational and business-development purposes. It should not be treated as individualized accounting, tax, legal, investment, employment, financial, or other regulated professional advice.
We may modify, suspend, replace, add, or remove website content and features at any time.
We do not guarantee that every website feature will always be available, uninterrupted, error-free, compatible with every device, or suitable for every purpose.
Information you provide
When you provide information to ClearLedger, you agree to provide information that is reasonably accurate and not knowingly misleading.
You are responsible for obtaining any authority or permission necessary to provide information concerning another person, company, employee, customer, vendor, or other third party.
Do not submit passwords, bank-login credentials, payment-card numbers, Social Security numbers, full taxpayer identification numbers, government ID images, private authentication codes, or similarly sensitive information through general public contact or consultation forms.
If sensitive information becomes necessary for an actual engagement, ClearLedger may establish a more appropriate method for exchanging or accessing that information.
Client engagements require separate agreement
An inquiry, consultation request, discussion, estimate, website interaction, or exchange of preliminary information does not by itself create a client relationship or require either party to proceed.
Before recurring or project-based financial services begin, the parties may enter into an appropriate engagement agreement, proposal, statement of work, authorization, or other written agreement identifying matters such as:
- Services to be performed.
- Services excluded from scope.
- Client and ClearLedger responsibilities.
- Fees and billing arrangements.
- Payment timing.
- Term and termination provisions.
- Systems and access requirements.
- Professional involvement where applicable.
- Information-security procedures.
- Other service-specific terms.
Once a client engagement is established, the applicable signed or otherwise accepted engagement documentation governs the specific services, responsibilities, pricing, term, and other engagement conditions.
Service boundaries
ClearLedger offers a range of financial and business-support services. Different services involve different responsibilities and professional requirements.
May include record organization, reconciliations, workflow coordination, financial administration, and agreed recurring reporting.
May include management-level accounting oversight, reporting, planning, cash analysis, forecasting, scenarios, and other separately scoped financial support.
Matters requiring a CPA license, attest authority, an independent professional firm, or another credential are performed by an appropriately qualified professional or professional firm under a separately defined scope or engagement where required.
Setup, cleanup, payroll coordination, sales-tax support, and other specialized workflows are limited to the responsibilities specifically agreed for that service.
No automatic regulated professional engagement
Bookkeeping, financial operations, Fractional Controller, Fractional CFO, setup, cleanup, payroll coordination, or other general ClearLedger services do not automatically include an audit, formal financial-statement review, attest engagement, assurance engagement, compilation engagement, tax representation, or another service requiring separate professional authority, independence, credentials, firm registration, or engagement terms.
Separate professional responsibility
When a matter requires licensed or credentialed professional work, the responsible professional or professional firm retains responsibility for that professional engagement. ClearLedger may coordinate surrounding records, workflow, and communication only to the extent included in the applicable scope.
No legal services
Unless separately provided by an appropriately licensed attorney under a distinct agreement, ClearLedger does not provide legal representation or legal advice.
Management retains authority
The client remains responsible for management decisions, business approvals, representations concerning the business, and the accuracy and completeness of information supplied to ClearLedger.
Forecasts and projections
Forecasts, models, budgets, scenarios, projections, and financial planning materials are based on assumptions and available information. They are not guarantees of future results.
Pricing, proposals, and payment
Prices displayed on the website may be starting prices, examples, project categories, or published fees for a specific service. They do not necessarily represent the final price for every client or engagement.
Final financial-service pricing may depend on factors such as transaction activity, number of accounts, number of entities, system complexity, historical condition, reporting requirements, service frequency, requested responsibilities, and professional involvement.
Financial-service engagements
The applicable engagement documentation will identify the fees, billing schedule, payment terms, and any recurring-service arrangements that apply to that client.
Merely visiting the website or submitting a consultation form does not enroll you in a recurring paid financial-service engagement.
Electronic payments
Where electronic payments are offered, payment processing may be provided through a third-party payment provider. You agree to provide valid payment information and comply with the payment provider's applicable terms.
ClearLedger may retain transaction records such as payment amount, date, status, customer identity, and processor reference information as reasonably necessary for business and accounting purposes.
Orange County mobile notary appointments
Mobile notary service is separate from ClearLedger's financial-service engagements. ClearLedger coordinates the appointment, and the applicable notarial act is performed by an assigned California-commissioned notary.
Prepaid mobile travel fee
Standard mobile appointments may require a prepaid travel fee based on the appointment area. The travel fee reserves the appointment and compensates for mobile travel and reserved availability.
The prepaid mobile travel fee is separate from any fee charged for an actual notarial act.
The applicable mobile travel fee is paid before the appointment is confirmed.
Applicable notarial fees are separate, are based on notarial acts actually performed, and may not exceed the amount permitted by California law for the act performed.
The travel fee may be paid online by an available credit or debit card method.
Applicable notarial fees may be paid using the payment methods displayed or communicated for the appointment, including cash or accepted card payment where available.
Appointment confirmation
Selecting a date or time does not necessarily complete the reservation. Where prepayment is required, the appointment becomes confirmed only after the applicable mobile travel fee has been successfully paid and the appointment confirmation has been issued.
Be ready at the scheduled time
You are responsible for being at the confirmed location at the scheduled time with the necessary signers, documents, identification, and any instructions required for the appointment.
A 15-minute grace period applies. If the signer is not present and ready to begin within 15 minutes after the scheduled appointment time, the appointment may be treated as a no-show and canceled. The assigned notary is not required to wait beyond 15 minutes and will not be expected to wait more than 20 minutes after the scheduled appointment time.
No-show or unsuccessful appointment
The prepaid travel fee is generally non-refundable when the assigned notary travels to the confirmed appointment and the appointment cannot proceed because of circumstances such as:
- A signer is absent or unavailable.
- The customer or signer is substantially late.
- Required identification is unavailable or insufficient.
- Required documents are not available.
- A required party is absent.
- The signer declines to proceed.
- The notary cannot lawfully or properly complete the requested act because required conditions are not satisfied.
- Another circumstance outside the assigned notary's control prevents completion after travel has occurred.
No notarial fee is charged for a notarial act that is not performed. A separately disclosed mobile travel fee is distinct from the notarial fee and is governed by the applicable booking and cancellation terms.
Cancellation and rescheduling
Unless different terms are displayed during booking, a customer providing at least 24 hours' notice may request that the prepaid mobile travel fee be transferred one time to another available appointment.
A cancellation or rescheduling request made less than 24 hours before the appointment may result in forfeiture of the prepaid travel fee.
A new appointment following a no-show or forfeited appointment may require payment of a new travel fee.
Cancellation by ClearLedger or assigned notary
If ClearLedger or the assigned notary cancels a confirmed appointment and an acceptable replacement appointment cannot be arranged, the prepaid mobile travel fee will be refunded.
Documents and identification
Customers should bring required documents, identification, signers, and applicable instructions directly to the appointment. ClearLedger does not require routine legal-document or ID-image uploads through the public website for a standard mobile notary appointment.
No legal advice
The assigned notary does not select legal documents, determine what legal document you need, provide legal strategy, or advise you regarding the legal effect of a document unless that individual is separately authorized by law and acting in a separate professional capacity.
Third-party products and services
ClearLedger may use, recommend, link to, integrate with, or coordinate with third-party technologies and service providers.
Examples may include:
- Accounting software.
- Banks and financial institutions.
- Payroll providers.
- Payment processors.
- Scheduling platforms.
- Cloud-storage providers.
- Email and communication providers.
- Document-management systems.
- Analytics, security, and hosting providers.
- Other professional service providers.
Unless expressly stated otherwise, third-party companies are independent from ClearLedger. Their products and services are governed by their own contracts, terms, privacy policies, security practices, pricing, availability, and support obligations.
References to third-party products or companies do not imply ownership, sponsorship, endorsement, partnership, certification, or affiliation unless expressly stated.
Intellectual property and website content
Unless otherwise indicated, the ClearLedger website design, original written content, graphics, branding, organization, and other proprietary website materials are owned by or licensed to the business operating ClearLedger.
You may access and use the website for ordinary personal or business informational purposes.
You may not, without permission:
- Republish substantial portions of proprietary website content as your own.
- Use ClearLedger branding in a manner that falsely suggests affiliation or endorsement.
- Copy, scrape, reproduce, sell, or exploit website materials in a manner that infringes applicable rights.
- Remove proprietary notices from materials supplied by ClearLedger.
Third-party trademarks and product names remain the property of their respective owners.
Prohibited website use
You may not use the website or ClearLedger systems to:
- Violate applicable law.
- Submit knowingly false or fraudulent information.
- Impersonate another person or entity.
- Attempt unauthorized access to systems, accounts, or information.
- Introduce malware or malicious code.
- Interfere with website operation or security.
- Conduct abusive automated scraping or probing.
- Circumvent access, security, or rate-control mechanisms.
- Use website forms for spam, harassment, unlawful solicitation, or malicious activity.
- Misrepresent a relationship with ClearLedger.
Website and informational disclaimers
Website information is provided for general informational purposes and may not reflect the specific facts of your business or situation.
ClearLedger does not warrant that general website information is complete, current, error-free, or appropriate for every business, transaction, jurisdiction, or circumstance.
Website examples, sample workflows, illustrations, service descriptions, pricing examples, scenarios, or educational content are not promises of a particular business, accounting, financial, tax, legal, or other result.
Accounting, tax, legal, payroll, employment, regulatory, financial, and other professional questions can depend on facts not available through a general website. Appropriate professional review should be obtained where the circumstances require it.
More detailed disclosures are available in our Disclaimer .
Limitation of liability
To the maximum extent permitted by applicable law, ClearLedger and its owners, personnel, contractors, and service providers will not be responsible for indirect, incidental, special, exemplary, punitive, or consequential damages arising solely from use of or inability to use the public website.
This includes, where permitted by law, losses resulting from website interruptions, third-party services, unauthorized third-party activity, technical failures, or reliance on general website information rather than an applicable professional engagement.
Nothing in these Terms excludes or limits liability that cannot lawfully be excluded or limited.
Any limitations of liability, remedies, responsibilities, warranties, indemnities, or risk allocations applicable to an actual client engagement should be addressed in the applicable engagement agreement rather than assumed from these general website Terms.
Responsibility for misuse
To the extent permitted by applicable law, you are responsible for losses or claims arising from your unlawful misuse of the website, fraudulent submissions, unauthorized use of another person's information, infringement of another person's rights, malicious interference with ClearLedger systems, or material violation of these Terms.
This section is not intended to shift responsibility to you for losses caused by ClearLedger's own conduct where such responsibility cannot lawfully be shifted.
Suspension or termination of access
ClearLedger may restrict or suspend access to website functionality when reasonably necessary to address security concerns, suspected misuse, fraud, unlawful activity, technical problems, abuse, or material violation of these Terms.
Termination of an actual client engagement is governed by the applicable engagement agreement and any professional or legal obligations that continue after termination.
Governing law and disputes
Unless a separate agreement provides otherwise, these website Terms are governed by the laws of the State of California, without regard to conflict-of-law principles, except to the extent another law must apply.
Subject to applicable law and any different written agreement between the parties, disputes concerning these website Terms may be brought in an appropriate state or federal court having jurisdiction in or serving Orange County, California.
These website Terms do not contain a mandatory arbitration provision. A separate client engagement agreement may address dispute procedures appropriate to that engagement.
Changes to these Terms
ClearLedger may update these Terms as the website, services, technologies, business practices, or legal requirements change.
When the Terms are updated, the “Last Updated” date may be revised.
Updated website Terms apply prospectively to website use after they become effective, subject to applicable law.
Changes to an existing client engagement are governed by the applicable engagement documentation and are not automatically created merely by changing these website Terms.
General provisions
Entire website agreement
These Terms, together with the Privacy Policy, Cookie Policy, Disclaimer, and any additional terms presented for a particular website feature, constitute the general terms applicable to use of this website.
No waiver
Failure to enforce a provision of these Terms on one occasion does not necessarily waive the right to enforce it later.
Severability
If a provision of these Terms is determined to be invalid or unenforceable, the remaining provisions are intended to remain effective to the extent permitted by law.
Assignment
You may not assign rights arising solely under these website Terms in a manner that materially affects ClearLedger without appropriate consent. ClearLedger may transfer these Terms in connection with a legitimate business restructuring, merger, acquisition, sale, or similar transaction, subject to applicable law.
Headings
Section headings are included for convenience and do not independently alter the meaning of the provisions.
Contact ClearLedger
Questions concerning these Terms may be directed to:
Operated by: [LEGAL ENTITY NAME]
Legal / General Email: [LEGAL EMAIL]
United States
Website: ClearLedger