Terms of Service

Effective 2026

Service Description

MyFirmCRM provides technology tools to accounting professionals and their clients. The platform supports communication, document exchange, and workflow management.

User Responsibilities

• Maintain account credentials securely
• Use the platform only for lawful accounting-related purposes

No Financial Advice

MyFirmCRM provides software infrastructure. Professional advice is provided by licensed accountants, not the platform itself.

Limitation of Liability

We strive to maintain system uptime and data security but cannot guarantee uninterrupted service.

Contact

For support: support@summit-di.com