E-Sign & Electronic Communications Disclosure

Electronic Record & Signature Disclosure

Consumer & Partner Notice for Electronic Communications and Signatures

Effective Date: October 2026 Last Updated: October 8, 2026

Please read this Electronic Signatures and Communications Disclosure carefully. By accessing our websites, software portals, TaxLogi CRM, or signing onboarding agreements digitally with TaxLogistics, LLC ("Company," "we," "us"), you consent to receive electronic records, notices, disclosures, and communications, and to execute agreements using electronic signatures in accordance with the federal Electronic Signatures in Global and National Commerce Act (ESIGN Act) and the Uniform Electronic Transactions Act (UETA).

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Scope of Electronic Consent

Your consent applies to all transactions, agreements, and communications with TaxLogistics, LLC, including but not limited to:

Service Bureau onboarding contracts, software user agreements, and master disclosures.
Payment authorizations, bank product setup forms, and invoice confirmations.
Account maintenance, compliance notifications, and operational updates.
System alerts, SMS messaging notifications, and email communications.

Hardware and Software Requirements

To access, view, and retain electronic records provided by TaxLogistics, you must have:

A valid email address and phone number capable of receiving text messages.
An active internet connection and a modern web browser (Chrome, Safari, Edge, Firefox).
Software capable of viewing PDF documents (Adobe Acrobat Reader or browser PDF viewer).
Device storage or printing capabilities to save copies of signed documents.

Executing Electronic Signatures

Binding Effect

You agree that typing your name, checking consent boxes, clicking "I Agree," or adopting a digital signature during onboarding or client engagement constitutes your legal, binding signature with the same force and effect as a handwritten physical signature.

Electronic signatures executed through TaxLogistics platforms are governed by the ESIGN Act (15 U.S.C. § 7001 et seq.) and the Uniform Electronic Transactions Act (UETA), and carry full legal weight in all applicable U.S. jurisdictions.

Right to Withdraw Consent & Paper Copies

Requesting Paper Copies

You have the right to request paper copies of any electronic record. Contact us at [email protected].

Withdrawing Consent

You may withdraw your consent to receive future communications electronically at any time by contacting us in writing. Withdrawing consent may result in suspension or termination of software access or onboarding services if digital execution is required for service delivery.

Updating Your Contact Information

You are responsible for keeping your primary contact details current inside your TaxLogi CRM account or user portal to ensure timely receipt of regulatory notices, compliance updates, and important service communications.

Failure to maintain accurate contact information may result in missed compliance notices. TaxLogistics, LLC is not liable for undelivered notices where outdated contact information is on file.

Questions About E-Sign Policies?

Our Compliance Department is here to help you manage your electronic communication preferences.

Compliance Email[email protected]

LocationStatesboro, GA 30458

CompanyTaxLogistics, LLC — Compliance Dept.

TaxLogistics, LLC · Statesboro, GA 30458 · EIN: 33-4757001 · This disclosure is provided in accordance with the Electronic Signatures in Global and National Commerce Act (ESIGN Act) and the Uniform Electronic Transactions Act (UETA). It applies to all electronic agreements, notices, and records exchanged between TaxLogistics, LLC and its consumers, ERO partners, and service bureau clients. Content subject to change; current version governs all transactions from the effective date stated above.

TaxLogistics LLC Statesboro, GA 30458

(912) 333-3821 · [email protected] · Mon–Fri 8AM–5PM ET

Fraud Prevention & ERO Security

Protecting your EFIN and your ERO practice is at the core of everything we do at TaxLogistics. Review our Anti-Fraud Policy to learn how we shield ERO partners against identity theft, phishing schemes, and EFIN fraud, and what to do if you spot a threat.

Review Anti-Fraud Policy