Last updated: September 25, 2024

Please read these terms and conditions carefully before using Our Service.

Additional Terms and Conditions for Find Your Pro & Referral Match Programs

These Terms and Conditions (“Agreement”) govern participation in the Find Your Pro and Referral Match programs offered by A20 Connect Inc. doing business as Accountants 2.0 (the “Broker”). They supplement the standard terms and conditions available at accountants20.com/terms-and-conditions. By participating, you agree to these additional terms:

Find Your Pro Program Terms

Payment for Meetings

1. Service Providers agree to pay $200 for each booked client meeting arranged by the Broker, to be charged to your credit card on file at the time of booking, or at the earliest convenience to the Broker. If the client does not attend, the fee is held as a credit for 28 days, after which a refund may be requested if unused.

   Multi-Entity Clients

2. If a client discloses the need for services for multiple locations, entities, or engagements and signs additional locations, entities, or engagements within 12 months, the Service Provider agrees to pay an additional $100 per signed location, entity, or engagement. Disclosure of multi-entity clients is the responsibility of the Service Provider.

3. Personal Tax Client Fee

   For clients engaging solely in personal tax preparation services, the Service Provider agrees to a reduced fee of $50 per booked meeting per family billed at one time and filing together, to be paid to the Broker. This fee applies specifically to personal tax preparation-related clients, and the same payment terms apply regarding cancellations or no-shows. If the client expands services beyond personal tax preparation or includes additional locations within 12 months, the Service Provider will be subject to the standard additional fees outlined in the multi-entity clause, provided the client disclosed that prior to or in the initial meeting.

4. Ongoing Relationship Review

   The Broker reserves the right to review client engagements, which may include follow-up surveys or 90-day review meetings. This will assess success and ensure all multi-entity engagements are reported and compliant.

5. Termination for Non-Compliance

   Failure to disclose multi-entity clients or refusal to pay for additional signups will result in termination from the program and associated services, products, and platforms provided by Accountants 2.0.

Referral Match Program Terms

1. Lead Submission and Referral Fees

   Service Providers may submit leads. Referral fees are paid as follows:

   *$50 for the initial sale on any lead that you submit, excluding personal income tax services.

   *$10 for the initial sale of individual income tax leads.

2. Referral of Professionals

   For any referred professional generating a sale to the Broker in acting as Accountants 2.0 and no other related brands for services over $500, the Service Provider will receive $100.

3. Value-Added Service Referrals

   Referral fees for value-added services are based on supplier agreements and available only when paying for a network subscription.

4. Termination for Non-Compliance

   Failure to comply with program terms may result in termination from the Referral Match program and all associated services.

General Terms for Both Programs

1. Ban from Future Participation

   Termination from either program will result in a ban from all future Accountants 2.0 services, products, events, and platforms.

Payment Terms and Penalties

1. Automatic Payment Withdrawal

   At the time of booking a client meeting or referral payout, the Broker will automatically charge the payment method on file. It is the Service Provider’s responsibility to ensure the payment method is valid and up to date.

2. Failure to Pay and Bounced Payments

   If a payment fails due to an expired card, insufficient funds, or any other issue, a $50 fee will be applied to the account for each failed transaction. The Service Provider will be notified, and payment must be updated within 7 days.

3. Late Payment and Fees

   If the outstanding payment is not resolved within the 7-day period, a 5% late fee will be applied every 30 days until the balance is settled. The Service Provider’s participation in programs will be restricted until full payment is made.

4. Repeated Payment Failures

   If payment failures occur more than twice in a 6-month period, the Broker reserves the right to terminate the Service Provider’s access to all services and platforms.

5. Payment Disputes

   Payment disputes must be submitted in writing within 30 days of the charge. Failure to dispute within this period will render the charge final and undisputed.

6. Termination for Non-Payment

   Accounts with outstanding balances over 30 days may be permanently terminated, and the Broker may take legal action to recover unpaid fees, including any legal costs incurred.