1. Acceptance of Terms

By using our website, booking forms, or CRM systems, you confirm that you have read and agree to these Terms of Service and our Privacy Policy.
If you do not agree, please discontinue use of our services.

2. Service Purpose

Tylam Bookkeeping Systems provides CRM setup, website and funnel design, automation, and workflow solutions designed to help financial professionals improve communication, marketing, and client management.
You agree to use these tools responsibly and in compliance with applicable laws, including anti-spam and data protection regulations.

3. Communication Consent

By submitting your information through any form or opt-in, you consent to receive SMS and email messages from Tylam Bookkeeping Systems regarding appointments, onboarding, service updates, and educational resources.
Message frequency may vary. Message and data rates may apply.
You may reply STOP to opt out or HELP for assistance at any time.

4. Payments and Deliverables

CRM setup, website builds, and automation services are provided as customized digital products.
All invoices must be paid according to the terms stated in your proposal or contract.
Because these are custom solutions, all payments are non-refundable once services have begun.

5. System Access and Data

Client systems are built using platforms such as GoHighLevel (GHL).
You are responsible for maintaining your own login credentials and ensuring that data entered into your CRM or website is accurate.
We do not access your client financial data unless explicitly authorized for integration purposes.

6. Limitation of Liability

Tylam Bookkeeping Systems is not liable for any loss of data, interruption of service, or business outcomes resulting from system misuse, third-party app failures, or client-side changes made outside the agreed setup scope.
We make every effort to deliver high-quality, functional systems, but final performance depends on user setup and ongoing management.

7. Intellectual Property

All designs, templates, workflows, and written materials provided by Tylam Bookkeeping Systems remain our intellectual property until full payment is received.
Once paid in full, you are granted a non-exclusive license to use your customized systems for your business operations.

8. Updates to These Terms

We may revise these Terms periodically to reflect changes in services, pricing, or regulations. The most current version will always be available on this page.

9. Contact Information

If you have any questions about these Terms or your services, contact us at:
📧 [email protected]

Last updated: October 2025