Assessorly Terms of Service

Effective Date: April 6, 2026

Last Updated: August 27, 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. Subscriptions and Recurring Billing

Some Assessorly services may be offered as recurring subscriptions for monitoring, future tax-cycle reviews, automatic renewal of an eligible report or service, or similar ongoing account support. The subscription price, covered service, discount, renewal interval, and initial charge are shown at checkout, in the order flow, or in another written order summary before you submit payment.

By selecting a subscription option and submitting payment, you authorize Assessorly and its payment processors to store your payment method and charge it automatically for the subscription service and applicable taxes or fees on each renewal date until you cancel. For property tax-cycle services, renewals may occur annually or when the next covered tax-cycle service becomes due, unless a different renewal interval is shown at checkout or in your order terms.

You may cancel a subscription for future renewal cycles by emailing support@assessorly.com or using any subscription management tool that Assessorly makes available in your account. Cancellation must be received before the next renewal charge is processed to avoid that charge. Cancellation does not cancel completed orders, signed agency agreements, services already performed, government filing fees, contingency fees, or other amounts already owed.

Subscription charges are non-refundable except where required by law or expressly stated in a separate written guarantee or order-specific refund policy. Assessorly does not provide automatic prorated refunds for partial renewal periods unless we state otherwise in writing.

If a renewal payment fails, Assessorly may retry the charge, ask you to update your payment method, suspend subscription benefits, or cancel the subscription. If Assessorly changes a subscription price or materially changes the recurring subscription service, we will provide notice before the change applies to a future renewal when required by law or our payment processor rules.

5. 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.

6. 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.

7. 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.

8. 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.

9. REConnect Client Information and QA

Assessorly will not market or sell client information to any third party. This restriction does not prevent Assessorly from using trusted service providers, authorized appeal-related recipients, or legal and safety recipients as described in our Privacy Policy and as needed to deliver the services you request.

For REConnect and other service sessions, Assessorly reserves the right to monitor and record actual session data for quality assurance purposes only.

10. 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.

11. 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.

12. SMS Terms

If you provide a mobile phone number and choose to receive text messages, you consent to receive SMS messages from Assessorly for account verification, security, order updates, billing and subscription reminders, customer support, and service-related lifecycle communications. Marketing or promotional SMS messages require a separate marketing SMS opt-in. Message frequency varies based on your account activity, orders, support requests, and SMS preferences, and you may receive up to 10 messages per month. Message and data rates may apply.

Consent to receive SMS messages is not a condition of purchase. You can opt out at any time by replying STOP. You can request help by replying HELP or by emailing support@assessorly.com. Mobile carriers are not liable for delayed or undelivered messages.

13. 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.

14. 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.

15. 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.

16. Contact Us