Terms of Service

DocBiz is operated by Docbiz LLC, a limited liability company, doing business as DocBiz ("DocBiz," "we," "us"). Our mailing address is 10800 Biscayne Blvd #820, Miami, FL 33161. Contact us at Info@docbiz.com.

By selecting an unchecked box or another clearly labeled acceptance control stating that you agree to these Terms, you enter into an agreement with DocBiz. You must have an opportunity to review and save these Terms before accepting. If you do not agree, do not create an account or purchase or use services requiring acceptance. Merely visiting the website does not by itself substitute for this acceptance process.

You must be at least 18 and legally able to enter into this agreement. If you act for a business, trust, or another person, you represent that you have authority to give the relevant instructions and bind that customer. You may authorize an action only within your actual authority; account access alone does not establish legal authority over a trust or entity. Services are offered to customers located in the United States, including Florida and other states, subject to service availability and applicable state requirements. An available account or checkout does not establish that every service is available in every jurisdiction.

An order describes the particular services, deliverables, price, exclusions, and timing purchased. A separate service agreement controls an expressly identified conflict about that service; otherwise these Terms apply. Mandatory law controls any conflicting provision. A Privacy Policy disclosure is not permission to disregard privacy rights.

DOCBIZ IS NOT A LAW FIRM AND DOES NOT PROVIDE LEGAL ADVICE OR LEGAL REPRESENTATION. Our employees and AI tools do not act as your attorney. Using DocBiz does not create an attorney-client relationship with DocBiz, and communications with DocBiz are not protected by attorney-client privilege merely because they involve legal documents.

DocBiz provides technology and administrative assistance to simplify processes and organize information and documents. General educational materials, checklists, templates, status messages, and AI outputs are not personalized legal, tax, accounting, financial, investment, or fiduciary advice. We do not determine which legal rights you should create, waive, or exercise, select a legal structure for you, or tell you which trust terms or asset transfers are suitable for your circumstances.

We recommend consulting a licensed attorney in the relevant jurisdiction for all legal advice, including business formation, trusts, estate planning, ownership, and property transfers. Consult a qualified accountant or tax adviser about books and tax treatment. Our nonattorney staff cannot replace that advice. If a request requires professional judgment or services we cannot lawfully provide, we may pause it, decline it, or require that it be handled separately by an appropriately licensed professional.

If you separately engage an independent attorney, accountant, registered agent, or notary, that professional's written engagement defines their services and duties. No professional engagement arises from a referral, platform message, or purchase unless expressly established. An attorney's involvement in one step does not make DocBiz a law firm or convert every platform communication into privileged communication.

At your direction and within the scope allowed by applicable law, we may collect your information, organize records, perform clerical processing, and transmit authorized applications or filings. You choose the entity type, jurisdiction, ownership, management, addresses, elections, and other legal decisions, with professional advice as appropriate.

You authorize only the specific submissions and payments identified in your order or a later recorded instruction. This agreement does not give DocBiz a general power of attorney, authority to sign your name without a separate valid authorization, or authority to make legal or tax elections for you. We may request additional identity checks, signatures, consents, or government forms before acting.

You must review names, addresses, ownership information, document text, and supporting records before approving a submission. Government agencies determine acceptance and processing times. We do not guarantee name availability, approval, tax status, permits, bank accounts, or acceptance by another party. A filing receipt is not proof that every legal requirement has been satisfied.

Unless expressly purchased and lawfully provided, services exclude registered agent appointments, licenses, tax returns, annual reports, foreign qualifications, ongoing compliance monitoring, and responses to government inquiries. Buying a formation service does not automatically enroll you in every renewal or compliance service. Reminders are administrative aids and may not cover every obligation or deadline.

Our nonattorney role in trust matters is limited to activities lawfully available to a nonattorney platform, such as collecting customer information, organizing customer-supplied or attorney-provided documents, and tracking administrative tasks. These Terms do not authorize DocBiz to draft, customize, select, interpret, execute, or fund a trust where that activity requires a licensed attorney. Any document assembly or template function must be restricted to the extent permitted in the relevant jurisdiction.

You should have a licensed attorney review your circumstances and all trust documents before signing or relying on them. A questionnaire, draft, dashboard label, payment, or uploaded document does not by itself establish that a trust is valid, complete, effective, or funded. We do not guarantee probate avoidance, creditor protection, tax benefits, benefits eligibility, inheritance outcomes, or recognition by financial institutions.

Signing, witnessing, notarization, recording, beneficiary designations, and transfers of assets may require separate actions depending on the document, jurisdiction, and asset. Notarization alone does not establish legal validity. Unless lawfully included in a separate engagement, DocBiz does not transfer property, prepare deeds requiring legal judgment, act as trustee or fiduciary, hold assets, or verify that every asset has been transferred. Direct legal questions and decisions about funding, real estate, and beneficiaries to your attorney.

If purchased, privacy protection may include the particular monitoring, authorized opt-out requests, data-broker removal requests, or administrative assistance identified in your order. You authorize us to submit those requests only for yourself or a person you are legally authorized to represent. Additional signed agent authorizations or identity verification may be required. Do not ask us to impersonate someone or submit a false legal declaration.

Privacy services cannot guarantee anonymity, complete removal, prevention of identity theft, removal from government records, or permanent suppression of information. Third parties may decline requests under applicable law, retain legally required information, or obtain or republish information later. Coverage is limited to the sources, request types, and monitoring frequency specified in your order. A privacy subscription is not insurance, credit repair, a credit freeze, or legal representation unless separately and expressly offered under lawful terms.

Business and property filings can become public records. Addresses, ownership information, and other submitted details may remain accessible even after cancellation or a deletion request. Review the filing and available lawful address options before authorizing submission. Privacy services do not permit false filings or the concealment of information that must lawfully be disclosed.

AI features may extract data, summarize documents, suggest transaction categories, organize receipts, or produce draft reports and answers. AI can omit information, misread records, invent details, or produce inconsistent or outdated results. Outputs require review against source records before use. A confidence score or polished report is not a professional opinion or a guarantee of accuracy.

Our bookkeeping organization tools do not constitute a CPA engagement, audit, review, compilation, tax preparation, tax filing, investment advice, or legal advice unless a separate written engagement with an appropriately qualified provider expressly covers that work. You and your accountant remain responsible for reviewing classifications, reconciliations, source documents, deductions, reports, and filing decisions.

Unless separately authorized through a specific workflow, AI output does not authorize filing a government form, submitting a return, moving money, making payments, or changing external books. Review and approve any action before it occurs. Do not use the tools to fabricate books, conceal transactions, or make unlawful decisions. Do not rely on AI as the sole basis for legal, tax, financial, employment, lending, or similarly consequential decisions about a person.

AI processing may involve external providers as described in the Privacy Policy and the notice shown before using the feature. General acceptance of these Terms does not replace a separate consent required for sensitive information or a new use of data. Keep original records and your own exports; the workspace is not a substitute for any legally required recordkeeping system.

Provide accurate, complete, lawful information and promptly update errors and changes. Obtain authority to upload information about owners, trustees, beneficiaries, employees, family members, or other people and provide legally required notices or permissions. A user's authorization does not eliminate another person's privacy rights. Use only the secure collection method we designate for sensitive documents; do not send passwords or full financial credentials in ordinary messages.

Protect your login credentials, use available security controls, and notify us promptly of suspected unauthorized access at Info@docbiz.com. Organization administrators may invite users, control permissions, and view or export workspace content according to their assigned role. Choose administrators carefully and remove access when it is no longer authorized. You are responsible for actions you authorize and for reasonable protection of your account; these Terms do not automatically make you liable for activity caused by DocBiz's own failure to meet its duties.

We may request verification or decline instructions where authority, identity, accuracy, legality, or security is uncertain. Unless expressly included in your service, we do not independently investigate every fact you provide.

Before purchase, your checkout or order must display the service description, DocBiz fees, separately charged government and third-party fees, applicable taxes, and whether a charge is one-time or recurring. You authorize the disclosed charge to your selected payment method. Additional services or charges require a new authorization. DocBiz is a private service provider, not a government agency; government fees are separate from our service fees unless expressly bundled and itemized.

A paid DocBiz workspace membership includes a 7-day free trial. The card is verified and saved for $0 when the trial starts. The first membership charge is due on the calendar day after those 7 days, in the America/New_York time zone, and then on that same calendar day each month. We offer monthly and yearly subscriptions at the price and billing interval selected at checkout. Unless a different start date or trial is expressly disclosed, your first subscription payment is due on the day you sign up. Monthly subscriptions renew on the corresponding calendar day each month; yearly subscriptions renew on the corresponding calendar date each year. If the corresponding day does not exist in a renewal month or year, renewal occurs on the last day of that month. Your checkout and confirmation identify the applicable amount, billing interval, and next renewal date. Unless you cancel before the next renewal charge, you authorize recurring charges to your selected payment method. We obtain your express agreement after disclosing the material subscription terms. A one-time filing purchase does not itself authorize a subscription. We provide separate billing consent, renewal notices, and advance notice of price changes, and obtain renewed consent, where required by law.

You may cancel recurring services by emailing Info@docbiz.com from the email address associated with your account, identifying the subscription you wish to cancel. You may also use an online cancellation option if one is available in your account. Submit cancellation before the next renewal charge to avoid that charge. We will provide a cancellation confirmation; a delay in our acknowledgment does not extend a renewal authorization you have validly canceled. Cancellation stops future renewals according to the disclosed terms and applicable law. Unless the order says otherwise or law requires a different result, access continues through the paid period and partial periods are not prorated. Canceling a subscription does not reverse a submitted government filing, dissolve an entity, revoke a trust, undo a completed removal request, or terminate a separate registered agent appointment.

If a monthly workspace membership charge is not paid, we pause the workspace. You can sign in to update the payment method and pay the past-due membership. We email the account email about once a week until the membership is paid or the workspace is deleted. If the membership remains unpaid for 60 days after the pause begins, we delete the workspace and the records stored in it. Paying the past-due membership before that date restores access. A workspace we provide without a membership charge is not paused or deleted for nonpayment of that membership.

The refund terms shown before payment govern your purchase, subject to mandatory rights. If no separate refund schedule is disclosed, you may request a full refund of our service fee before work begins; after work begins, we refund the unearned portion for work not performed. Government and third-party fees already remitted are refundable only to the extent recoverable, except where law requires otherwise or the charge arose from our error. If we cannot lawfully perform a purchased service, we refund its unearned fees. Contact Info@docbiz.com with your order number. Nothing limits lawful chargeback, billing-dispute, or consumer remedies.

You retain your rights in your uploaded records and other content. You give us a limited, nonexclusive permission to store, copy, process, transmit, and display that content only as needed to provide the services you request, secure and maintain them, meet legal obligations, and carry out the uses actually disclosed in the Privacy Policy. This permission does not itself authorize sale of your personal information or training a general-purpose AI model on private records.

DocBiz and its licensors retain rights in platform software, design, branding, and materials apart from your content. Subject to these Terms and your order, you may use the platform and provided materials for your own lawful personal or internal business purposes. Do not redistribute our templates as a competing product, bypass access restrictions, or infringe another person's rights. We do not guarantee AI output is unique, copyrightable, or free of third-party claims.

Do not upload malware, invade another account, scrape private information without authorization, submit false filings, facilitate fraud, or interfere with service operation. Lawful testing expressly authorized by DocBiz is governed by that authorization.

Government portals, financial institutions, integrations, payment processors, AI providers, and independently engaged professionals operate under their own applicable terms and responsibilities. An integration may require a separate account and permission. You may request assistance disconnecting it by emailing Info@docbiz.com; disconnection may affect functionality and does not automatically erase records already lawfully retained.

We use reasonable care in providing purchased services but cannot promise uninterrupted availability or that every third-party system will work. Estimates may change because of agency delays, outages, incomplete information, or matters outside our reasonable control. We will communicate material delays affecting your order. These provisions do not excuse our own failure to exercise legally required care.

We may improve or change features. If we discontinue a paid service before completing the purchased commitment, we will provide a reasonable opportunity to export available records and an appropriate refund for the unprovided portion, subject to applicable law and your order.

We may restrict access reasonably necessary to address nonpayment, a material breach, unlawful activity, or a security risk. If a monthly workspace membership charge is not paid, we pause the workspace. You can sign in to update the payment method and pay the past-due membership. We email the account email about once a week until the membership is paid or the workspace is deleted. If the membership remains unpaid for 60 days after the pause begins, we delete the workspace and the records stored in it. Paying the past-due membership before that date restores access. A workspace we provide without a membership charge is not paused or deleted for nonpayment of that membership. When reasonably possible for other issues, we will explain the issue and allow correction before terminating access. Immediate restriction may be necessary for urgent security or legal reasons. You may close your account by contacting Info@docbiz.com, subject to pending instructions and lawful retention obligations.

Cancellation and account closure are different from a privacy deletion request. Export records you need before closing the account. When legally and technically practicable, we will provide a reasonable export opportunity; contact Info@docbiz.com for available export formats and timing. We retain or delete records as described in the Privacy Policy. Closing an account does not cancel legal deadlines or change an entity's or trust's legal status.

TO THE EXTENT PERMITTED BY LAW, THE PLATFORM, GENERAL INFORMATION, TEMPLATES, AND AI OUTPUTS ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NONINFRINGEMENT. THIS DOES NOT OVERRIDE AN EXPRESS PROMISE IN YOUR ORDER OR ANY WARRANTY OR STANDARD OF CARE THAT CANNOT LAWFULLY BE EXCLUDED.

TO THE EXTENT PERMITTED BY LAW, NEITHER PARTY IS LIABLE TO THE OTHER FOR INDIRECT, INCIDENTAL, SPECIAL, OR CONSEQUENTIAL DAMAGES, INCLUDING LOST PROFITS OR BUSINESS OPPORTUNITIES, ARISING FROM THIS AGREEMENT. TO THE EXTENT PERMITTED BY LAW, DOCBIZ'S TOTAL LIABILITY FOR CLAIMS ARISING FROM THE SERVICES IS LIMITED TO THE GREATER OF USD 500 OR THE FEES YOU PAID DOCBIZ FOR THE AFFECTED SERVICES IN THE 12 MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM.

THE EXCLUSIONS AND CAP DO NOT APPLY TO FRAUD, WILLFUL MISCONDUCT, GROSS NEGLIGENCE, LIABILITY FOR PERSONAL INJURY CAUSED BY NEGLIGENCE, OR ANY DUTY OR LIABILITY THAT APPLICABLE LAW DOES NOT ALLOW US TO LIMIT. THEY DO NOT WAIVE NONWAIVABLE PRIVACY, DATA SECURITY, CONSUMER PROTECTION, OR STATUTORY RIGHTS OR REMEDIES. LIMITATIONS APPLY ONLY TO THE EXTENT VALID IN YOUR JURISDICTION. No customer acknowledgment excuses unauthorized legal practice or misrepresentation.

For business customers only, you will indemnify DocBiz against third-party claims to the extent caused by your intentional unlawful use, infringement through content you knowingly lacked rights to provide, or material misrepresentation of authority. This obligation excludes claims caused by DocBiz's own breach, negligence, or misconduct. We must promptly notify you, allow a reasonable defense, and cooperate; no settlement may impose liability or an admission on you without your consent. This provision does not apply to an individual buying primarily for personal, family, or household purposes.

Please contact Info@docbiz.com to seek an informal resolution. Neither party must delay urgent relief, miss a filing deadline, or give up a right to complain to a regulator while discussing a dispute.

Subject to mandatory protections applicable where you live, Florida law governs these Terms without its conflict-of-law rules. Unless applicable law provides otherwise, courts of competent jurisdiction in Miami-Dade County, Florida will hear disputes. Consumers may use any forum their mandatory local law permits, including an available small claims court. These Terms do not require arbitration or waive class proceedings or jury trial rights.

We will post an updated version and effective date when these Terms change and give reasonable advance notice of material changes through your account or contact information. Material changes requiring new assent will take effect for you only after valid acceptance. Changes do not retroactively alter an existing dispute or a completed purchase. If you decline a change, contact us about ending future service and exporting records.

We may send operational notices through the workspace or contact information you provide. Electronic communications and signatures are used only as permitted by applicable law; an electronic account acknowledgment does not establish that a trust or other instrument satisfies its separate execution formalities. Marketing permissions are separate from service messages.

These Terms, your accepted order, and any applicable separate service agreement constitute the service agreement. If a provision is unenforceable, the remaining provisions continue to the extent lawful; a provision will not be rewritten to expand a consumer waiver. Failure to enforce a right is not a waiver. A business transfer may involve assignment with notice and subject to applicable law; it may not reduce your nonwaivable rights. Payment obligations already incurred and provisions that reasonably need to continue, including ownership and dispute provisions, survive termination.