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Electronic Signature and Electronic Delivery Consent

AccuMax Practice Management Services. Version 1.0, effective January 1, 2026.

Important notice

Please read this Electronic Signature and Electronic Delivery Consent (“E-Sign Consent”) carefully before agreeing. By clicking “I Agree,” providing your electronic signature, or otherwise indicating your consent, you agree to use electronic signatures and receive documents electronically.

1. SCOPE OF CONSENT

1.1 Application

This E-Sign Consent applies to:

  • All communications between you and BusinessFirst LLC (“BusinessFirst,” “bFirst,” “AccuMax,” “we,” “us,” or “our”)
  • All documents, agreements, notices, disclosures, and records related to your use of the AccuMax platform (“Platform”)
  • All transactions and related documentation
  • All account-related communications and statements

1.2 Covered Documents

Documents that may be provided electronically include, but are not limited to:

  • Account agreements and terms of use
  • Engagement Letters
  • Financial & Tax statements and reports
  • Tax documents
  • Account statements and transaction confirmations
  • Legal notices and disclosures
  • Privacy policies and updates
  • Marketing materials (with your separate consent)
  • Correspondence and customer service communications

2. CONSENT TO ELECTRONIC SIGNATURES

2.1 Your Consent

By agreeing to this E-Sign Consent, you:

  • Consent to use electronic signatures instead of handwritten signatures
  • Agree that your electronic signature is legally binding and enforceable
  • Acknowledge that electronic signatures have the same legal effect as handwritten signatures
  • Authorize BusinessFirst and its customers & vendors to accept electronic signatures on all documents

2.2 Methods of Electronic Signature

Electronic signatures may be provided through various methods, including:

  • Typing your name in a signature field
  • Clicking an “I Agree,” “Accept,” or similar button
  • Drawing your signature using a mouse, finger, or stylus
  • Using a unique code or PIN sent to your email or phone
  • Uploading an image of your signature
  • Using third-party electronic signature services
  • Any other electronic process indicating your intent to sign

3. CONSENT TO ELECTRONIC DELIVERY

3.1 Electronic Delivery Agreement

You consent to receive all documents and communications from BusinessFirst electronically rather than in paper form. Electronic documents may be delivered through:

  • Email to your registered email address
  • Posting on the Platform with email notification
  • Secure download from your account dashboard
  • Text message with link (if you have opted in for SMS, WhatsApp or other IP-based communications)
  • Third-party document platforms

3.2 Timing and Access

Documents are considered delivered when sent to your email or made available on the Platform

You are responsible for maintaining access to your email and the Platform

Documents will remain available on the Platform for at least seven (7) years or as required by law

You may download and save documents for your records

4. SYSTEM REQUIREMENTS

4.1 Hardware Requirements

To access and retain electronic documents, you must have:

  • A computer, smartphone, or tablet with internet access
  • Sufficient storage space to save documents
  • A printer if you wish to print documents

4.2 Software Requirements

You must have software capable of:

  • Accessing the internet and email
  • Viewing PDF files (e.g., Adobe Acrobat Reader)
  • Viewing HTML and standard web content
  • Supporting 128-bit encryption
  • Enabling cookies and JavaScript

4.3 Recommended Browsers

For optimal experience, we recommend the current version of:

  • Google Chrome
  • Microsoft Edge

4.4 Mobile Access

If accessing via mobile device:

  • iOS 15.0 or later for Apple devices
  • Android 15.0 or later for Android devices
  • Mobile app (if available) or mobile web browser

5. MAINTAINING YOUR INFORMATION

5.1 Email Address

You must:

  • Maintain a valid, active email address
  • Ensure your email can receive messages from @BusinessFirst.ai, @bfirst.ai, accumax.io, and accumax.ai
  • Check your spam/junk folder regularly
  • Promptly notify us of any email address changes

5.2 Contact Information Updates

You agree to immediately update your contact information if:

  • Your email address changes
  • Your phone number changes
  • Your mailing address changes
  • You lose access to your email account
  • Updates may be submitted to accumaxsupport@BFirst.ai or through your account settings.

6. REQUESTING PAPER COPIES

6.1 Right to Paper Copies

You may request paper copies of any electronic document by contacting the following email address with address where information should be sent to

Email: accumaxsupport@BFirst.ai

6.2 Fees

First paper copy per year: Free

Additional copies: $5 per document

Expedited delivery: Additional shipping charges may apply

7. WITHDRAWING CONSENT

7.1 Right to Withdraw

You may withdraw your consent to:

  • Electronic signatures
  • Electronic delivery of documents
  • Both electronic signatures and electronic delivery

7.2 How to Withdraw Consent

To withdraw consent, contact:

  • Email: accumaxsupport@BFirst.ai

7.3 Consequences of Withdrawal

If you withdraw consent:

  • Certain Platform features may not be available
  • Transactions may be delayed or unavailable
  • Your account access may be limited or terminated
  • You will receive paper documents (fees may apply)
  • Processing times may be significantly longer
  • You may miss time-sensitive investment opportunities

8. FEDERAL E-SIGN ACT DISCLOSURE

8.1 Legal Framework

This consent is provided in accordance with:

  • The Electronic Signatures in Global and National Commerce Act (E-SIGN Act)
  • The Uniform Electronic Transactions Act (UETA)
  • Applicable state laws

8.2 Consumer Rights Under E-SIGN

You have the right to:

  • Receive information about hardware and software requirements
  • Withdraw consent at any time
  • Request paper copies of electronic documents
  • Update your contact information

8.3 Obtaining Consent

Before obtaining your consent, we are required to inform you of:

  • Your right to receive documents in paper form
  • Your right to withdraw consent
  • Procedures for withdrawing consent and updating contact information
  • Hardware and software requirements
  • Whether consent applies to specific transactions or categories

9. SECURITY AND AUTHENTICATION

9.1 Security Measures

We protect electronic signatures and documents through:

  • Encrypted transmission and storage
  • Secure authentication procedures
  • Audit trails and tamper-evident seals
  • Multi-factor authentication when appropriate
  • Regular security updates and monitoring

9.2 Your Security Responsibilities

You are responsible for:

  • Maintaining the security of your login credentials
  • Protecting access to your email account
  • Using secure internet connections
  • Keeping your devices and software updated
  • Reporting any suspected security breaches immediately

10. DOCUMENT RETENTION

10.1 Our Retention

We retain electronic documents at least as long as our customer remains a paid customer. Once the customer ceases to be a prompt paying customer, we request the customer to download all data within 30 days of notice.

10.2 Your Responsibility

You should:

  • Download and save important documents
  • Maintain your own records
  • Print documents if desired
  • Ensure you can access documents after account closure

11. LEGAL EFFECT

11.1 Binding Agreement

Electronic documents and signatures are:

  • Legally valid and enforceable
  • Admissible as evidence in court
  • Equivalent to paper documents and handwritten signatures
  • Binding on all parties

11.2 Specific Transactions

Certain transactions may still require:

  • Wet signatures
  • Notarization
  • Witnesses
  • Paper documents
  • We will notify you when paper documents are required.

12. CHANGES TO THIS CONSENT

12.1 Modifications

We may modify this E-Sign Consent by:

  • Posting updates on the Platform
  • Sending notice to your email address
  • Requiring re-consent for material changes

12.2 Hardware/Software Changes

If hardware or software requirements change significantly:

  • We will notify you of new requirements
  • You may withdraw consent without penalty
  • We will provide instructions for accessing documents under new requirements

13. CONSENT CONFIRMATION

By clicking “I Agree” or otherwise indicating your consent, you confirm that:

  • You have read and understood this E-Sign Consent
  • You consent to use electronic signatures
  • You consent to receive documents electronically
  • You have the hardware and software necessary to access electronic documents
  • You have provided a valid email address
  • You understand how to withdraw consent
  • You understand the consequences of withdrawing consent
  • You agree to maintain your email address and notify us of changes
  • You understand how to request paper copies
  • You will download and save important documents

14. SPECIAL PROVISIONS

14.1 Mobile Devices

If using mobile devices:

  • Standard data rates may apply
  • Some features may not be available
  • Documents may display differently
  • You should verify important information on a computer

14.2 International Users

If accessing from outside the United States:

  • Electronic signature laws may vary
  • You are responsible for compliance with local laws
  • Time zones may affect delivery timing

14.3 Joint Accounts

For joint accounts:

  • Each account holder must provide separate consent
  • Documents will be sent to all consenting parties
  • Any party may withdraw their individual consent

15. CONTACT INFORMATION

BusinessFirst LLC Attn: E-Sign Administrator 14846 NE 17th PL Bellevue, WA 98007

Email: acumaxsupport@bfirst.ai Support Hours: Monday–Friday, 10:00 AM – 5:00 PM PST

CONSENT ACTIONS

To ACCEPT this E-Sign Consent: Click “I Agree” or provide your electronic signature

To DECLINE this E-Sign Consent: Click “I Decline” or contact us to request paper documents

To PRINT this E-Sign Consent: Use your browser’s print function

By providing your electronic signature or clicking “I Agree,” you acknowledge that:

  • You can access and view this E-Sign Consent
  • You consent to conduct business electronically
  • You consent to use electronic signatures
  • You consent to receive documents electronically
  • Your electronic signature on this consent is legally binding