Finance/Tax Disclaimer

By using our Finance/Tax Disclaimer, you'll be able to:

✨ Safeguard your reputation and business by clearly disclaiming financial/tax advice

✨ Avoid potential legal liabilities and lawsuits from misinformed decisions

✨ Protect your business from being held responsible for negative consequences of using general information

✨ Show transparency and honesty in your content & business

Why do you need it?

Hey, we get it! Providing finance or tax-related content can be a minefield.

Without a clear disclaimer, you're leaving yourself open to potential legal issues and financial risks if people take information you provided and apply it to their unique situations (with bad results).

And let's not forget about maintaining customer trust - after all, your reputation is everything!

This disclaimer is used when you have finance-related or tax-related content as part of your website, freebie, product, digital product, online course, etc.

Keep in mind, simply talking about your own financial decisions, showing screenshots or snippets of your own finances (or financial success), or mentioning ways to make/save money could be interpreted as “financial advice”! In which case…you’d better have a disclaimer!

So you want to ensure that you’re not financially responsible or risking lawsuits if people use your content, apply it, and then bad things happen (lose money, get in trouble for tax fraud, etc.).

What you'll get:

✅ 1-year access to the quiz-style legal document builder, so you can quickly create your Finance/Tax Disclaimer & update it if your biz changes.

✅ A clear, easy-to-understand Finance/Tax Disclaimer that covers all the necessary legal bases and is customised to your unique business.

✅ 3 "Hold My Hand" videos: 1) explains how/when to use this legal doc, 2) walks you through answering the questions to create your legal doc, 3) helps you understand your final legal doc & how it protects your biz.

✅ Worldwide legal protection, based on international contract standards.