Terms & Conditions

Effective Date: November 10, 2026

Welcome to CTAPP Compliance. These Terms & Conditions (“Terms”) govern your access to and use of the website located at https://www.ctappcompliance.com and the services offered by CTAPP Compliance (“Company,” “we,” “us,” or “our”).

CTAPP Compliance is operated by Irvine Bookkeeping, Inc.

By accessing or using our website, you agree to these Terms to the extent permitted by applicable law. Where affirmative acceptance is requested, your acceptance confirms your agreement to these Terms.

Professional services provided by CTAPP Compliance are subject to a separate written engagement agreement, proposal, or other written confirmation. In the event of a conflict regarding those professional services, the applicable written engagement agreement will control.

1. Services Provided

CTAPP Compliance provides bookkeeping, accounting support, and client trust-account recordkeeping services, primarily for law firms and legal professionals in California.

Our services may include:

• IOLTA and client trust-account bookkeeping
• Monthly three-way trust-account reconciliation
• Trust-account cleanup and record restoration
• Client trust ledger maintenance and reconciliation
• Law firm bookkeeping and financial recordkeeping
• Trust-account compliance preparation and support
• Accounting software setup, maintenance, and related support
• Other bookkeeping and financial recordkeeping services as agreed in writing

The specific scope, deliverables, fees, and responsibilities of any engagement will be defined in a separate written agreement, proposal, or confirmation.

CTAPP Compliance reserves the right to accept, decline, modify, or discontinue service offerings at its discretion, subject to existing contractual obligations and applicable law.

CTAPP Compliance is an independent bookkeeping service provider and is not affiliated with, endorsed by, or operated by the State Bar of California.

2. Professional Services Disclaimer

CTAPP Compliance provides bookkeeping and accounting support services. We do not provide legal advice or legal representation.

Our services are intended to assist attorneys and law firms in maintaining financial records and supporting their trust-account compliance processes.

Engaging CTAPP Compliance does not transfer or eliminate an attorney’s professional responsibility to comply with applicable laws, regulations, and the California Rules of Professional Conduct, including Rule 1.15 concerning the safekeeping of client funds.

Attorneys and law firms retain ultimate responsibility for:

• Supervising trust-account activities and bookkeeping functions
• Safeguarding client funds
• Reviewing financial reports and reconciliation results
• Maintaining appropriate financial controls
• Approving financial transactions and disbursements
• Meeting applicable regulatory and reporting obligations

CTAPP Compliance does not guarantee that its services will prevent, identify, or correct every bookkeeping error, irregularity, or regulatory violation.

Our services do not constitute an independent audit, legal compliance certification, or guarantee of regulatory compliance.

3. Client Responsibilities

Clients agree to provide accurate, complete, and timely information reasonably necessary for CTAPP Compliance to perform its services.

Client responsibilities include, as applicable:

• Providing bank statements, client ledgers, transaction records, and supporting documentation
• Providing appropriate access to accounting and practice management systems
• Responding to requests for clarification or missing information
• Reviewing reports and reconciliation findings
• Maintaining appropriate internal controls and authorization procedures
• Verifying the accuracy of information and instructions provided to CTAPP Compliance
• Maintaining responsibility for trust-account oversight and regulatory compliance

CTAPP Compliance is entitled to rely on information, documents, records, and instructions provided by clients or their authorized representatives without independently verifying every item unless otherwise agreed in writing.

CTAPP Compliance is not responsible for inaccuracies, delays, incomplete work, or resulting consequences to the extent caused by missing, inaccurate, misleading, or untimely information supplied by clients or third parties.

Unless expressly authorized under a separate written agreement, CTAPP Compliance does not have independent authority to initiate, approve, or release payments, transfer client trust funds, or make disbursement decisions.

Clients remain responsible for authorizing and approving financial transactions and maintaining appropriate safeguards over their accounts.

4. Consultations and Appointments

Clients and prospective clients may schedule consultations through our website or approved communication channels.

A consultation booking generally reserves a 30-minute time slot.

We request reasonable advance notice for cancellations or rescheduling.

CTAPP Compliance reserves the right to reschedule, cancel, or decline appointments when reasonably necessary.

Scheduling a consultation does not establish an ongoing professional services relationship or obligate CTAPP Compliance to accept an engagement.

Any applicable consultation fees or cancellation charges will be disclosed before they apply.

5. Service Agreements, Fees, and Payments

Fees for professional services will be provided through a separate proposal, engagement agreement, invoice, or written confirmation.

Prices displayed on our website, if any, represent starting prices or general estimates and do not constitute a binding quote.

The actual service fee will be determined by the scope, complexity, condition of records, and other relevant requirements of the engagement.

Payment terms, billing frequency, deposits, additional charges, refunds, and cancellation conditions will be governed by the applicable written agreement.

Additional work outside the agreed scope may require separate fees and written authorization.

CTAPP Compliance reserves the right to suspend or discontinue services for nonpayment, failure to provide necessary information, or material breach of an applicable agreement, subject to its terms and applicable law.

Clients remain responsible for outstanding charges for services performed and authorized expenses incurred through the effective termination date.

CTAPP Compliance is not responsible for penalties, interest, missed deadlines, or other consequences to the extent caused by client delays, incomplete records, lack of cooperation, or nonpayment.

6. Confidentiality and Client Information

CTAPP Compliance recognizes the sensitive nature of law firm financial records, client trust-account information, and related business information.

We use reasonable administrative, technical, and organizational safeguards designed to protect confidential information against unauthorized access, disclosure, alteration, or misuse.

Confidential information will be used for legitimate business purposes, including performing agreed services, communicating with clients, maintaining necessary records, and complying with applicable legal obligations.

We do not sell confidential client financial records.

Access to confidential information may be provided to authorized personnel, contractors, or service providers who reasonably require such access to perform legitimate business functions, subject to appropriate confidentiality obligations.

CTAPP Compliance may disclose information when authorized by the client, reasonably necessary to perform agreed services, or required by applicable law or lawful legal process.

Clients are responsible for providing authorized access to information and systems necessary for the engagement.

Clients should not provide unnecessary sensitive information or unrestricted system access when more limited access is sufficient.

Confidentiality obligations will continue following termination of services, subject to applicable law and any separate written engagement agreement.

While CTAPP Compliance takes reasonable precautions, no electronic storage, transmission, or communication system can be guaranteed to be completely secure.

Additional confidentiality requirements, including those relating to attorney-client privileged information, may be addressed in a separate written agreement.

7. Third-Party Software and Technology

CTAPP Compliance may use third-party accounting, practice management, document management, and communication platforms to deliver services, including QuickBooks, Clio, and other authorized business applications.

Such platforms are operated by independent third-party providers and may be subject to their respective terms, privacy policies, and security practices.

CTAPP Compliance does not control and is not responsible for software defects, system interruptions, outages, cybersecurity incidents, or data inaccuracies caused by third-party systems outside our reasonable control.

We will make reasonable efforts to address service-related issues within our control.

Clients are responsible for maintaining necessary software licenses, subscriptions, account permissions, and appropriate system access unless otherwise agreed in writing.

CTAPP Compliance does not guarantee the uninterrupted availability, performance, or security of third-party platforms.

8. Accuracy and Limitations of Services

CTAPP Compliance strives to perform services accurately, professionally, and in accordance with the agreed scope of work.

Our services rely on the quality, completeness, and accuracy of information made available to us.

Bookkeeping and reconciliation work may reveal discrepancies, missing documentation, historical errors, or other issues requiring additional investigation or client action.

CTAPP Compliance does not guarantee that all historical errors, unauthorized transactions, irregularities, or compliance issues will be identified or resolved.

Trust-account cleanup and record restoration services may be limited by the availability and reliability of historical records.

Reports, reconciliation findings, and recommendations are based on the information available at the time the services are performed.

CTAPP Compliance is not responsible for changes to records, transactions, or account balances made by clients or third parties after our work has been completed.

Clients should consult qualified legal, tax, or other licensed professionals for matters outside the scope of CTAPP Compliance’s services.

9. Website Information and Disclaimer

Information published on this website is provided for general informational and educational purposes.

Although CTAPP Compliance makes reasonable efforts to maintain accurate and current information, we do not guarantee that website content is complete, error-free, or applicable to every individual circumstance.

Website content does not constitute legal advice, tax advice, or a formal professional opinion.

CTAPP Compliance reserves the right to update, modify, or remove website content, service descriptions, and general pricing information without prior notice, subject to existing agreements and applicable law.

10. Email, Telephone, and Electronic Communications

By contacting CTAPP Compliance, submitting an inquiry, or scheduling a consultation, you authorize us to respond to your request using the contact information you provide, subject to applicable law.

Communications may include:

• Responses to inquiries and consultation requests
• Appointment confirmations and reminders
• Service-related updates and follow-up communications
• Billing, documentation, and account-related notices
• Other communications reasonably necessary to provide requested services

CTAPP Compliance primarily uses email for client inquiries, appointment follow-up, and service-related communications.

Submitting a website form does not automatically constitute consent to receive promotional or marketing text messages.

If you provide your mobile number and separately agree to receive text messages from CTAPP Compliance, we may send messages relating to your inquiry, consultation, appointment, or engagement, consistent with the consent provided and applicable law.

Message frequency varies. Message and data rates may apply.

You may opt out of text messages by replying STOP. For assistance, reply HELP or contact us at (949) 803-8822 or [email protected].

Consent to receive marketing text messages is not a condition of purchasing services.

Mobile information and text messaging consent information will not be shared with third parties or affiliates for their marketing or promotional purposes.

Marketing communications will be sent only when permitted by applicable law and subject to any required consent.

Recipients may unsubscribe from marketing emails using the instructions provided in those messages.

Electronic communications, including ordinary email, may involve security risks. Clients are encouraged to use secure methods when transmitting sensitive financial records or confidential information.

11. Privacy and Data Protection

Your use of our website is also subject to our Privacy Policy, which describes how we collect, use, disclose, and protect personal information.

We may collect information submitted through website contact forms, appointment scheduling systems, and other website features.

Personal information will be handled in accordance with our Privacy Policy and applicable privacy laws.

Please review the Privacy Policy available on our website for additional information.

12. Intellectual Property

All website content, including text, graphics, logos, designs, and other materials, is owned by CTAPP Compliance, Irvine Bookkeeping, Inc., or their respective licensors, unless otherwise indicated.

Website content may be accessed and used for lawful personal or internal business purposes.

You may not reproduce, distribute, modify, or commercially exploit website content without prior written permission, except as permitted by applicable law.

13. Limitation of Liability

To the fullest extent permitted by applicable law, CTAPP Compliance and Irvine Bookkeeping, Inc. shall not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages arising from the use of this website or from services provided, including loss of profits, business opportunities, or data, subject to applicable law and any controlling written engagement agreement.

CTAPP Compliance’s professional services are based on the information provided by clients and the specific scope of work agreed upon.

CTAPP Compliance shall not be responsible for losses or damages to the extent resulting from inaccurate or incomplete client information, unauthorized actions by clients or third parties, third-party software failures, or circumstances outside our reasonable control.

Any limitations of liability relating to paid professional services will be governed by the applicable written engagement agreement.

Where no separate written engagement agreement applies, and to the extent permitted by applicable law, CTAPP Compliance’s total aggregate liability arising from the relevant professional services shall not exceed the fees actually paid to CTAPP Compliance for those services giving rise to the claim.

Nothing in these Terms shall limit or exclude liability for fraud, willful misconduct, violations of law, or other liability that cannot lawfully be limited or excluded.

These limitations apply to the fullest extent permitted by law.

14. Termination of Services

Either party may terminate an ongoing professional services relationship in accordance with the applicable engagement agreement.

CTAPP Compliance reserves the right to suspend or terminate services for nonpayment, material breach, unlawful activity, or failure to provide information or cooperation reasonably necessary to perform the agreed services, subject to applicable contractual and legal obligations.

Upon termination, outstanding fees, client records, and any transition assistance will be handled in accordance with the applicable engagement agreement and legal requirements.

CTAPP Compliance is not obligated to provide additional services beyond the agreed scope without separate authorization and agreement.

We reserve the right to restrict website access or decline service requests involving unlawful activity, misuse of our systems, or material violations of these Terms.

15. Third-Party Links

Our website may contain links to external websites, software providers, or other third-party resources.

These links are provided for convenience and informational purposes.

CTAPP Compliance does not control and is not responsible for the content, availability, accuracy, or privacy practices of third-party websites.

Access to third-party websites is at your discretion and subject to their applicable terms and policies.

16. Changes to These Terms

CTAPP Compliance reserves the right to revise these Terms periodically to reflect changes in our services, operations, legal requirements, or website functionality.

Updated Terms will be posted on this page with a revised effective date.

Changes will apply prospectively unless otherwise permitted by law.

Material changes to existing professional services agreements will be handled in accordance with those agreements.

Continued use of our website following the posting of updated Terms constitutes acceptance of the revised website Terms to the extent permitted by applicable law.

17. Governing Law

These Terms shall be governed by and interpreted in accordance with the laws of the State of California, without regard to conflict-of-law principles.

To the extent permitted by law, disputes arising from use of this website shall be brought in the courts located in Los Angeles County, California.

Disputes arising from paid professional services shall be governed by the terms of the applicable written engagement agreement.

Nothing in this section overrides mandatory legal requirements or any enforceable dispute resolution provisions separately agreed upon by the parties.

18. Contact Information

For questions regarding these Terms & Conditions, please contact:

CTAPP Compliance
Operated by Irvine Bookkeeping, Inc.

8317 Painter Ave, Ste 4
Whittier, CA 90602

Phone: (949) 803-8822
Email: [email protected]
Website: https://www.ctappcompliance.com

Please use our website contact form for general inquiries or service requests.

Effective Date: November 10, 2026

© 2026 CTAPP Compliance. All rights reserved.