Effective Date: June 2, 2024
Last Updated: November 4, 2026
Welcome to SortBiz Digital Agency, a business operated by SortBiz Solutions (“SortBiz,” “we,” “us,” or “our”).
These Terms of Service (“Terms”) explain the conditions governing your access to our website, your interactions with our business, and, where applicable, your use of our services.
By accessing or using our website at https://sortbiz.com, you agree to comply with the website-related provisions of these Terms. If you do not agree, please discontinue using the website.
Our professional services may also be governed by separate proposals, statements of work, engagement letters, service agreements, or other written arrangements. Where a signed agreement conflicts with these Terms, the signed agreement will generally take precedence for the services it covers.
1. About SortBiz Digital Agency
SortBiz Solutions, doing business as SortBiz Digital Agency, provides business operations, administrative support, digital marketing, and technology solutions to organizations across various industries.
Our services are designed to help businesses organize their operations, improve efficiency, coordinate activities, and use technology more effectively.
Our primary services include:
▪ Business Operations & Executive Support
▪ Tax & Accounting Operations Support
▪ Digital Marketing & Lead Generation
▪ AI Integration & Workflow Automation
▪ Project Management & Administrative Support
▪ Business Systems & Process Optimization
Business Name: SortBiz Solutions
Doing Business As (DBA): SortBiz Digital Agency
Website: https://sortbiz.com
Email: hello@sortbiz.com
2. Acceptance of Terms
By accessing our website, submitting an inquiry, or interacting with our online services, you acknowledge that these Terms govern your use of the website.
When entering into a professional engagement with SortBiz, your contractual obligations will also depend on the terms of the applicable service agreement.
If you represent a business or organization, you confirm that you have the authority to act on its behalf when entering into a binding agreement.
We may update these Terms periodically. Continued use of our website after revised Terms become effective constitutes acceptance of the updated website terms, to the extent permitted by applicable law.
3. Use of Our Website
You may use our website to learn about our services, contact our team, request consultations, and access information we make publicly available.
You agree to use our website lawfully and responsibly.
3.1 Permitted Use
You may:
▪ Browse our website and service pages
▪ Request information about our services
▪ Submit legitimate business inquiries
▪ Schedule available consultations
▪ Access publicly available resources
▪ Communicate with our team through authorized channels
3.2 Prohibited Activities
You must not:
▪ Use our website for unlawful or fraudulent purposes
▪ Attempt to gain unauthorized access to our systems
▪ Interfere with website security or functionality
▪ Introduce malicious software or harmful code
▪ Misrepresent your identity or business affiliation
▪ Submit false, misleading, or abusive information
▪ Copy or redistribute protected website content without authorization
▪ Use automated tools to disrupt or overload our website
▪ Violate applicable intellectual property or privacy rights
We reserve the right to restrict access to our website when reasonably necessary to protect our systems, users, or legal interests.
4. Our Services
SortBiz provides operational, administrative, marketing, and technology-related services according to each client’s business requirements and agreed scope of work.
Service availability, deliverables, timelines, responsibilities, and fees may vary by engagement.
4.1 Business Operations & Executive Support
We may support clients with administrative coordination, executive assistance, business systems, workflow management, client communications, project tracking, and related operational activities.
4.2 Tax & Accounting Operations Support
We provide administrative and operational support to tax and accounting firms.
Our support may include:
▪ Practice administration and workflow coordination
▪ Client onboarding and document request tracking
▪ Tax workflow and deadline coordination
▪ Engagement and billing administration
▪ Practice management systems support
▪ Project and team coordination
▪ SOP development and knowledge management
▪ Operational reporting and process improvement
Professional Services Disclaimer: Unless expressly agreed and legally authorized, SortBiz does not provide tax preparation, accounting, bookkeeping, payroll processing, legal advice, financial advice, or other regulated professional services.
Clients remain responsible for professional judgments, regulatory compliance, tax filings, financial reporting, and other activities that require licensed or appropriately authorized professionals.
4.3 Digital Marketing & Lead Generation
We may provide marketing coordination, campaign support, CRM administration, lead management, content-related assistance, and other agreed digital marketing services.
Marketing results depend on multiple factors outside our control, including market conditions, competition, advertising budgets, platform policies, and client participation.
We do not guarantee specific sales volumes, lead quantities, search rankings, advertising performance, or revenue outcomes unless a separate written agreement expressly establishes a measurable commitment.
4.4 AI Integration & Workflow Automation
We may help clients implement AI-enabled solutions, connect business applications, automate repetitive activities, and improve operational workflows.
Automated systems and AI-generated outputs may contain errors, inaccuracies, omissions, or unexpected behavior.
Clients remain responsible for reviewing and approving business-critical decisions, communications, and actions performed through automated systems unless the parties expressly agree otherwise.
We may recommend human review, testing, monitoring, and appropriate safeguards before deploying automations that affect sensitive information or important business processes.
5. Service Engagements and Scope of Work
Professional services generally begin after the parties agree on the relevant engagement terms.
Depending on the service, these terms may appear in a proposal, statement of work, engagement letter, service agreement, or other written confirmation.
An engagement may define:
▪ Services and deliverables
▪ Project objectives and expected outcomes
▪ Roles and responsibilities
▪ Project timelines and milestones
▪ Communication and reporting arrangements
▪ Fees and payment schedules
▪ Required client resources and system access
▪ Confidentiality and data protection obligations
▪ Change requests and approval procedures
▪ Termination and transition arrangements
Services outside the agreed scope may require additional approval, revised timelines, or separate fees.
Unless otherwise agreed, discussions, consultations, website descriptions, and preliminary recommendations do not independently establish a binding obligation to provide professional services.
6. Client Responsibilities
Successful service delivery requires cooperation between SortBiz and the client.
Clients agree to provide accurate information, appropriate instructions, and timely access to the resources necessary for the agreed services.
6.1 Information and Cooperation
Clients are responsible for:
▪ Providing accurate and complete information
▪ Communicating business requirements clearly
▪ Designating appropriate points of contact
▪ Reviewing and approving deliverables when required
▪ Responding to reasonable information requests
▪ Providing timely feedback and decisions
▪ Notifying us of material changes affecting the engagement
6.2 System Access and Authorization
Clients must ensure that any access granted to SortBiz is properly authorized and consistent with applicable laws, contractual obligations, and third-party platform requirements.
Clients should provide access through approved user accounts, permission settings, or other secure methods supported by the relevant systems.
We may decline or suspend activities that require unauthorized access, inappropriate credential sharing, or processing that appears inconsistent with applicable legal requirements.
6.3 Legal and Regulatory Compliance
Clients remain responsible for complying with laws and professional requirements applicable to their businesses.
This includes obtaining necessary permissions, notices, consents, and authorizations for information they instruct us to access or process.
Where specialized legal or regulatory requirements apply, the parties may need additional agreements or safeguards before work begins.
7. Fees, Billing, and Payments
Fees for professional services depend on the scope, complexity, duration, and requirements of each engagement.
We communicate applicable pricing through proposals, service agreements, invoices, or other written arrangements.
7.1 Service Fees
Depending on the engagement, services may be billed through:
▪ Fixed project fees
▪ Monthly recurring fees
▪ Hourly rates
▪ Milestone-based payments
▪ Other mutually agreed pricing arrangements
7.2 Payment Terms
Payment schedules, due dates, accepted payment methods, and any applicable taxes will be established in the relevant engagement documents or invoices.
Clients agree to pay undisputed fees according to the agreed payment terms.
7.3 Late or Outstanding Payments
Where permitted by the applicable agreement and law, we may suspend or delay services when payments remain overdue.
We will seek to communicate material payment concerns before suspending ongoing services, except where immediate action is reasonably necessary.
7.4 Additional Services
Requests outside the original scope may require additional fees or revised engagement terms.
We will seek appropriate approval before undertaking separately chargeable work.
7.5 Refunds and Cancellations
Refunds, cancellations, and payment adjustments are governed by the applicable service agreement and relevant consumer protection or commercial laws.
Unless expressly agreed otherwise, fees for work already performed or approved expenses already incurred may remain payable, subject to applicable law.
8. Consultations and Appointments
SortBiz may offer introductory consultations to discuss prospective clients’ business requirements and potential service opportunities.
Consultation availability, duration, and any applicable fees will be communicated through our website or scheduling platform.
Our initial business consultation is generally offered on a complimentary basis.
Scheduling a consultation does not automatically establish a professional service engagement or guarantee acceptance of a project.
We may reschedule or decline appointments when reasonably necessary due to availability, service suitability, or other legitimate business considerations.
We encourage prospective clients to provide accurate contact information and reasonable notice when requesting appointment changes.
9. Confidentiality and Data Protection
We recognize that clients may share confidential business information and authorize access to sensitive operational systems.
We aim to handle such information responsibly and in accordance with applicable confidentiality obligations.
9.1 Confidential Information
Confidential information may include:
▪ Internal business records
▪ Customer and client information
▪ Business processes and procedures
▪ Operational reports
▪ Commercial plans and strategies
▪ Employee and contractor information
▪ Nonpublic financial administration information
▪ Proprietary systems and documentation
9.2 Authorized Use
We use confidential information for authorized business purposes related to the relevant engagement.
Where appropriate, confidentiality obligations may be further defined in a nondisclosure agreement, service agreement, or data processing agreement.
9.3 Privacy and Information Security
Our handling of personal information is described in our Privacy Policy.
Our information protection principles and security practices are addressed in our Data Security & Confidentiality page.
Where legally required, the parties must establish appropriate data processing arrangements before personal information is processed on behalf of a client.
9.4 Sensitive and Regulated Information
Clients must not provide access to sensitive or legally restricted information unless the necessary authorizations, contractual arrangements, and safeguards are in place.
Additional requirements may apply to information involving healthcare, financial services, legal matters, or tax return information.
For US tax return information, applicable federal requirements may restrict disclosure, use, and access, including access by personnel located outside the United States.
Our general service engagement does not replace any legally required authorization or consent.
10. Intellectual Property Rights
10.1 Website Content
Unless otherwise stated, the content, design, graphics, branding, logos, text, and other materials published on our website belong to SortBiz or are used under appropriate authorization.
Applicable intellectual property laws protect these materials.
You may access website content for lawful personal or internal business reference purposes.
You must not reproduce, distribute, modify, commercially exploit, or publicly republish protected content without appropriate authorization.
10.2 Client Materials
Clients retain their applicable ownership rights in information, materials, trademarks, business records, and other intellectual property they provide to SortBiz.
Clients grant us the limited permissions reasonably necessary to use those materials for the agreed services.
10.3 Work Product and Deliverables
Ownership and permitted use of project deliverables will be determined by the relevant service agreement.
Unless otherwise agreed in writing, payment for services does not automatically transfer ownership of SortBiz’s pre-existing tools, templates, methodologies, software components, or proprietary materials.
Where deliverables incorporate third-party software, stock assets, licensed materials, or external platforms, the applicable third-party licensing terms may also apply.
10.4 Portfolio and Publicity
We will not assume that a client engagement authorizes public disclosure of confidential project information.
Any use of a client’s confidential information, private results, or nonpublic materials for marketing or case studies requires appropriate authorization.
11. Third-Party Platforms and Services
Our services may involve third-party applications, software, hosting providers, communication platforms, marketing tools, or business systems.
These platforms operate under their own terms, privacy policies, licensing arrangements, and service conditions.
Clients remain responsible for maintaining necessary subscriptions, licenses, permissions, and payment arrangements unless otherwise agreed.
SortBiz does not control the independent availability, pricing, security, or functionality of third-party services.
We are not responsible for failures caused solely by third-party systems outside our reasonable control, except to the extent liability arises from our own acts, omissions, or obligations under an applicable agreement or law.
12. AI Tools and Automated Workflows
SortBiz may recommend, configure, or support AI-enabled applications and automated business workflows.
These technologies can improve efficiency but may also produce inaccurate results, unexpected actions, or technical failures.
12.1 Human Review and Approval
Clients should review AI-generated content and automated outputs before relying on them for significant business, legal, financial, regulatory, or customer-related decisions.
12.2 Testing and Monitoring
Automation projects may require testing, monitoring, maintenance, and adjustments as business systems or third-party applications change.
The parties should agree on responsibilities for ongoing monitoring and support where applicable.
12.3 Information Protection
We do not treat access to client systems as unrestricted authorization to transfer confidential information into AI applications.
Any processing involving confidential or sensitive information must comply with the applicable engagement terms, client instructions, and legal requirements.
12.4 Performance Limitations
Unless expressly agreed in writing, we do not guarantee that AI tools or automated workflows will operate without interruption, error, or the need for human intervention.
13. Service Timelines and Deliverables
We aim to deliver services according to agreed timelines and project requirements.
Actual completion dates may depend on:
▪ Project complexity
▪ Client responsiveness
▪ Availability of required information
▪ Third-party platform performance
▪ Changes to project scope
▪ Technical dependencies
▪ Other circumstances outside our reasonable control
We will seek to communicate material delays and coordinate reasonable adjustments when necessary.
Unless a written agreement expressly states otherwise, estimated timelines are planning targets rather than guarantees.
14. Service Changes, Suspension, and Termination
14.1 Changes to Services
Clients may request changes to an engagement’s scope, priorities, or deliverables.
Material changes may require revised fees, timelines, or written approval.
14.2 Suspension of Services
Subject to the applicable agreement and law, we may suspend services when reasonably necessary due to:
▪ Outstanding payments
▪ Unauthorized or unlawful instructions
▪ Material security concerns
▪ Failure to provide essential access or information
▪ Material breaches of agreed obligations
▪ Other circumstances expressly addressed in the service agreement
14.3 Termination
Either party may terminate an engagement according to the termination provisions of the applicable service agreement.
Where no specific termination procedure has been agreed, the parties should coordinate termination in writing, subject to applicable contractual and legal obligations.
14.4 Transition and Information Return
Following termination, the parties may coordinate the return, transfer, or deletion of relevant client information according to the applicable agreement, legal requirements, and reasonable operational considerations.
Outstanding payment obligations and provisions intended to survive termination may remain effective.
15. Disclaimers
We aim to provide accurate website information and dependable professional services.
However, certain limitations apply.
15.1 Website Information
We provide website content for general informational purposes.
We may update service descriptions, website content, and other information without prior notice.
We do not guarantee that all website information will always be complete, current, or free from errors.
15.2 Business Outcomes
Business performance depends on many factors beyond our control.
Unless expressly agreed in writing, we do not guarantee specific revenue increases, cost reductions, lead generation results, operational savings, or other commercial outcomes.
15.3 Professional Advice
Information provided through our website does not constitute legal, tax, accounting, financial, or other regulated professional advice.
Clients should consult appropriately qualified professionals when such advice is required.
15.4 Website Availability
We aim to maintain a functional and accessible website but cannot guarantee uninterrupted availability or error-free operation.
Nothing in these disclaimers excludes rights, warranties, or remedies that applicable law does not permit us to exclude.
16. Limitation of Liability
To the extent permitted by applicable law, SortBiz will not be liable for indirect, incidental, special, consequential, or punitive damages arising solely from the use of our public website, including lost profits, business opportunities, or data, where such exclusions are legally enforceable.
For professional service engagements, any agreed limitations of liability will be governed by the applicable service agreement.
Nothing in these Terms excludes or limits liability that cannot lawfully be excluded or limited, including liability arising from fraud, willful misconduct, or other matters protected by applicable law.
These Terms do not establish a general monetary liability cap for professional services. Any such cap must be expressly addressed in the applicable engagement agreement.
17. Indemnification
To the extent permitted by applicable law, you agree to indemnify SortBiz against third-party claims, damages, and reasonable costs arising from your unlawful use of our website, intentional misuse of our systems, or infringement of third-party rights through materials you submit.
This provision does not require you to indemnify SortBiz for losses caused by our own negligence, misconduct, or breach of applicable obligations.
Any indemnification obligations relating to professional services will be governed by the relevant service agreement.
18. Events Beyond Reasonable Control
Neither party will be responsible for delays or failures caused by circumstances beyond its reasonable control, except for obligations that applicable law or the relevant agreement requires it to fulfill regardless of such circumstances.
These circumstances may include:
▪ Natural disasters
▪ Major internet or infrastructure disruptions
▪ Government restrictions
▪ Widespread third-party service outages
▪ Civil emergencies
▪ Other extraordinary events beyond reasonable control
The affected party should take reasonable steps to reduce disruption and communicate material impacts when practicable.
19. Governing Law and Dispute Resolution
Disputes relating to professional services will be governed by the law, jurisdiction, and dispute resolution procedures specified in the applicable service agreement.
For disputes relating solely to the public website, the applicable governing law and jurisdiction will depend on the legally established location of SortBiz Solutions and any mandatory laws that apply to the parties.
Before initiating formal proceedings, we encourage parties to contact us and attempt to resolve concerns through good-faith communication.
Nothing in these Terms restricts mandatory legal rights or remedies that cannot lawfully be waived.
20. Privacy and Related Policies
These Terms should be read alongside our other website policies.
Privacy Policy
Explains how we collect, use, share, retain, and protect personal information.
Data Security & Confidentiality
Explains our approach to information security, authorized access, confidentiality, and responsible information handling.
Where a separate signed agreement establishes additional obligations, that agreement will generally govern the relevant professional engagement.
21. Changes to These Terms
We may update these Terms to reflect changes in our services, website functionality, business operations, or applicable legal requirements.
When we make changes, we will update the Last Updated date at the beginning of this page.
Where required by law, we will provide additional notice or obtain appropriate agreement before material changes take effect.
Changes to these website Terms do not automatically modify an existing signed service agreement.
22. General Provisions
22.1 Severability
If a competent authority determines that a provision of these Terms is invalid or unenforceable, the remaining provisions will continue to apply to the extent permitted by law.
22.2 No Waiver
Our failure to enforce a provision does not automatically waive our right to enforce it later.
22.3 Entire Agreement
These Terms govern general use of our public website.
For professional services, the applicable signed agreement and any documents expressly incorporated into it establish the contractual terms for that engagement.
22.4 Relationship Between the Parties
Unless otherwise agreed in writing, SortBiz operates as an independent service provider.
Nothing in these Terms creates an employment relationship, partnership, joint venture, or general agency relationship between SortBiz and a website visitor or client.
23. Contact Us
If you have questions about these Terms, our services, or your business relationship with SortBiz, please contact us.
SortBiz Solutions
Doing Business As SortBiz Digital Agency
Website: https://sortbiz.com
Email: hello@sortbiz.com
Subject: Terms of Service Inquiry
We welcome legitimate inquiries and will make reasonable efforts to respond promptly.
Our Commitment to Professional Service
At SortBiz Digital Agency, we believe effective business relationships depend on clear expectations, responsible communication, professional accountability, and mutual respect.
We aim to provide practical solutions, dependable support, and transparent service arrangements that help our clients operate more effectively.
Clear expectations. Responsible execution. Better business operations.