Terms

Month-End Docs is provided by PhoneScreen AI LLC. Subscriptions are $49 a month for up to 75 active clients and renew monthly until cancelled; cancel any time and you will not be charged again.

The firm decides what to ask its clients for and is responsible for having their permission to email them. We store client documents for the firm as its service provider and handle them as described in the privacy policy, including deletion 180 days after the month ends. The firm remains responsible for its own obligations for client financial information, such as the FTC Safeguards Rule.

The service is provided as is. Our liability is limited to the amount you paid in the previous three months.