Terms of Service

The service

EngageDraft is operated by OLIVEWOOD CO LLC, a Florida limited liability company ("EngageDraft," "we," "us," or "our"). EngageDraft is a web application that generates AI-written engagement letters for tax professionals. It lets you send those letters to clients for e-signature and track their status.

By creating an account and using EngageDraft, you agree to these terms. If you do not agree, do not use the service.

Your account

You must provide a valid email address to create an account. You are responsible for keeping your account secure. We use magic link authentication — login links are sent to your email and expire after use.

You may not share your account with others or use EngageDraft on behalf of multiple practitioners under a single account. Each practitioner requires their own account.

Subscription & billing

EngageDraft is a paid subscription service. Current pricing is listed on the pricing page.

• Monthly plan — billed monthly. Cancel anytime. No refunds for partial months.
• Quarterly plan — billed every 3 months. Cancel anytime. No refunds for unused time in the current billing period.
• Annual plan — billed annually. Cancel anytime. No refunds for unused months in the current billing period.
• Free trial — generate and send your first engagement letter free. No credit card required. A subscription is required for every subsequent letter.

We reserve the right to change pricing with 30 days notice. Price changes do not apply to your current billing period.

AI-generated content

You own the letters you generate. By using EngageDraft, you grant us a limited license to store and display them to you within the application.

E-signature

EngageDraft may allow you to send engagement letters to clients for electronic signature. You agree that electronic signatures, electronic records, and electronic acceptance may be used in connection with letters generated or sent through EngageDraft. You are responsible for obtaining any required client consent for electronic signatures, for confirming that electronic signature is appropriate for your engagement and for retaining any records required by your professional obligations.

Your responsibilities

You agree to use EngageDraft only for lawful purposes and in accordance with these terms. Specifically, you acknowledge and agree as follows:

• Misrepresent credentials — do not use EngageDraft to generate letters under a name, firm, or credential that is not your own.
• Misuse client data — do not enter client data into EngageDraft beyond what is needed to generate engagement letters.
• Circumvent security — do not attempt to access other users' data or reverse engineer the application.
• Violate applicable law — you are responsible for ensuring your use of EngageDraft complies with your state licensing requirements and applicable federal law, including IRC §7216.
• Authority to use client information — you represent that you have all rights, permissions, consents, and authority necessary to enter client, taxpayer, and engagement information into EngageDraft and to use that information to generate and send engagement letters.
• Professional review — you are responsible for reviewing, editing, approving, and determining whether each letter is appropriate for your client, your engagement, and your professional obligations before sending it.
• E-signature authorization — you are responsible for determining whether e-signature is appropriate for your engagement and for obtaining any client consent or authorization required to use electronic records and signatures.

Indemnity

You agree to defend, indemnify, and hold harmless EngageDraft, OLIVEWOOD CO LLC, and their owners, officers, managers, members, employees, contractors, and service providers from and against any and all claims, losses, liabilities, damages, costs, and expenses (including costs and attorneys’ fees) arising out of or relating to: (i) your use of EngageDraft; (ii) any engagement letter you generate, edit, approve, send, or rely on; (iii) your violation of these terms of service; (iv) your violation of applicable law or professional obligations; or (v) your entry or use of client, taxpayer, or engagement information without proper authority or consent.

Limitation of liability

EngageDraft is provided "as is." We make no warranties, express or implied, about the accuracy, completeness, or fitness of the letters generated for any particular purpose.

To the maximum extent permitted by law, EngageDraft's liability to you for any claim arising from your use of the service is limited to the fees you paid in the three months preceding the claim. We are not liable for indirect, incidental, or consequential damages, including any loss of business or professional standing arising from a letter you sent.

You are a licensed professional. You are responsible for the documents you send to your clients.

Governing law; dispute resolution

These terms are governed by the laws of the State of Florida, without regard to conflict-of-law rules.

Before you start a formal dispute, you must first try to resolve it informally. You must send written notice to us describing the issue, and the parties will have 30 days to try to resolve it in good faith.

If the dispute is not resolved within 30 days, any dispute, controversy or claim arising out of or related in any manner to EngageDraft or these terms which cannot be amicably resolved by the parties shall be solely and finally settled by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules, unless EngageDraft agrees otherwise. Judgment on the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof. The arbitration shall take place before a panel of one arbitrator sitting in Broward County, Florida, unless the parties agree otherwise. The language of the arbitration shall be English. The arbitrators will be bound to adjudicate all disputes in accordance with the laws of the State of Florida. The decision of the arbitrators shall be in writing with written findings of fact and shall be final and binding on the parties. The arbitrator shall be empowered to award money damages, but shall not be empowered to award consequential damages, indirect damages, incidental damages, special damages, exemplary, punitive damages or specific performance. Each party shall bear its own costs relating to the arbitration proceedings irrespective of its outcome. This section provides the sole recourse for the settlement of any disputes arising out of, in connection with, or related to EngageDraft, except that a party may seek a preliminary injunction or other injunctive relief in any court of competent jurisdiction if in its reasonable judgment such action is necessary to avoid irreparable harm. Disputes may be brought only on an individual basis. You may not bring or participate in a class action, collective action, private attorney general action, or other representative proceeding against us. The arbitrator may not consolidate claims or award relief to anyone other than the individual party to the arbitration.

Termination

You may cancel your account at any time from your account settings. Cancellation takes effect at the end of your current billing period.

We may suspend or terminate your account if you violate these terms, with or without notice. We will make reasonable efforts to give you advance notice if possible.

On termination, your data is retained for 30 days, after which it is deleted. You may request an export of your engagement data before deletion by contacting support.

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