Assessorly Terms of Service

Effective Date: April 6, 2026

Last Updated: April 6, 2026

1. Service Overview

Assessorly provides property tax assessment analytics, valuation reports, appeal support, and related homeowner account services. Our offerings may include AVM reports, custom tax appeal reports, monitoring, subscription services, and full-service representation where available.

Assessorly is a property tax consulting and technology business. Unless expressly stated otherwise in a separate writing, Assessorly is not acting as your law firm, financial advisor, or fiduciary.

2. Eligibility and Account Security

You must be at least 18 years old and legally able to enter into a contract to use Assessorly services. You agree to provide accurate, current account, billing, and property information and to keep that information updated.

You are responsible for activity that occurs under your account and for maintaining the confidentiality of your login credentials.

3. Orders, Pricing, and Payment

Pricing, service scope, and what is due at checkout are shown at the time of order. Some services require upfront payment, while others require a signed agency agreement before payment or representation can proceed.

If you submit payment information, you authorize Assessorly and its payment processors to charge the applicable fees, taxes, and other agreed amounts using the payment method on file.

4. Agency Representation and Full-Service Programs

If you purchase a service that includes agency representation, you authorize Assessorly to review your property tax assessment, prepare supporting materials, communicate with the county assessor or appeal board, and submit appeal-related materials on your behalf as described in the applicable engagement documents.

Full Service - Flat Fee. Any satisfaction guarantee applies only to the qualifying flat-fee product, excludes government filing fees, and requires that you sign the agency agreement, provide requested information, respond to communications, and satisfy filing deadlines. Refund requests must be submitted to support@assessorly.com within 30 days of the final appeal decision and include your name, property address, order details, and decision materials.

Full Service - Contingency. If your appeal produces direct property tax savings, Assessorly may charge 30% of the recovered funds to the payment method on file. For this purpose, success means a reduction in assessed value or tax liability that produces direct savings as confirmed by the county or other relevant authority.

If a contingency payment cannot be processed, you agree to cooperate in arranging prompt alternate payment. You also agree to reimburse Assessorly for reasonable collection costs and legal fees incurred to recover amounts validly owed under these terms and the engagement documents.

5. Electronic Records and Signatures

Assessorly may present agreements, invoices, disclosures, notices, order updates, and related records electronically. When you use Assessorly’s electronic signing flow, you agree that your typed name, selected signature style, or drawn signature may serve as your electronic signature for the applicable agreement.

You agree that agreements and records may be created, stored, delivered, and enforced in electronic form. Signed agreements, signed PDF copies, signature metadata, timestamps, IP addresses, browser information, and audit trail records may be retained by Assessorly for compliance, evidence, dispute resolution, service history, and legal retention purposes.

If you do not want to transact electronically, do not sign electronically. Contact support@assessorly.com before signing to discuss available offline options. Withdrawal of consent after an agreement has already been signed does not invalidate the completed agreement.

6. Client Responsibilities

By using Assessorly, you agree to:

• Provide accurate property, billing, and identity information.
• Review agreements and order details before submission.
• Respond promptly to requests for supporting information and documentation.
• Use the platform only for lawful purposes and only with proper authority over the relevant property or account.

7. Data Sources and Professional Disclaimers

Assessorly relies on assessor records, county data, user-submitted information, third-party datasets, and internal analytics. These inputs may contain errors, delays, or omissions. We do not guarantee any specific result, appeal outcome, tax savings amount, or future property valuation.

Reports, analytics, and communications are provided for property tax appeal support only and do not constitute legal, financial, investment, or accounting advice.

8. Acceptable Use and Intellectual Property

Except for public records and materials you provide, Assessorly retains all rights in the platform, reports, workflows, designs, and proprietary content. You may not scrape, copy, resell, reverse engineer, redistribute, or misrepresent Assessorly materials without prior written permission.

9. Suspension, Termination, and Record Retention

Assessorly may suspend or terminate access if you violate these terms, misuse the platform, interfere with our systems, or create legal or operational risk. You may stop using the service at any time, but termination does not eliminate obligations tied to completed orders, signed agreements, or amounts already owed.

To satisfy audit, compliance, dispute resolution, tax-appeal history, and legal obligations, Assessorly may retain account actions, order records, signed agreements, signed PDFs, audit logs, and related business records for extended periods and in some cases indefinitely. Personally identifiable information may be deleted or minimized on verified request where permitted by law and not inconsistent with our retention obligations.

10. Disclaimers

Assessorly services are provided “as is” and “as available.” To the maximum extent permitted by law, Assessorly disclaims warranties of merchantability, fitness for a particular purpose, non-infringement, and uninterrupted or error-free operation.

11. Limitation of Liability

To the maximum extent permitted by law, Assessorly will not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, revenues, business opportunities, or data. Our aggregate liability for claims arising out of or relating to the services will not exceed the amounts you paid to Assessorly for the specific service giving rise to the claim during the 12 months preceding the event.

12. Changes to These Terms

Assessorly may update these Terms of Service from time to time. Material changes will become effective when posted or as otherwise communicated to you. Your continued use of the platform after the effective date of updated terms constitutes acceptance of the revised terms.

13. Contact Us