Crest Suite Agency, LLC provides business services including CRM builds, SuiteDash portal systems, tax software licensing, mentorship, coaching, automation systems, and digital products.

All services are intended for business use only and do not guarantee income, results, or business success.

By purchasing any service, you acknowledge:

• You have reviewed the full service description before purchase
• You understand what is and is not included
• You are responsible for your business decisions and outcomes
• You are not relying on Crest Suite Agency for legal, tax, or financial advice

Clients agree to:

• Provide accurate, complete, and timely information
• Submit all required documents, logins, branding, and assets
• Maintain consistent communication during the project
• Review deliverables within the required timeframe

Failure to do so may result in delays, additional fees, or project termination without refund.

All services are delivered based on the original scope agreed upon at purchase.

• Any additions, edits, or requests outside the original scope will require additional fees
• Scope changes after project start may delay timelines
• Crest Suite Agency is not responsible for unrequested features or assumptions

All builds are custom and tailored to your business.

• Standard turnaround time is 21 to 30 business days
• Timeline begins only after all required materials and access are received
• Client delays will automatically extend project timelines
• Projects may be paused if client becomes unresponsive
• Projects inactive for 14+ days may be closed without refund

Crest Suite Agency is not responsible for delays caused by third party platforms.

Each project includes one revision round.

• Revision requests must be submitted within 7 days of delivery
• Revisions are limited to adjustments within original scope
• Full redesigns, rebuilds, or new features are not included
• Additional revisions will require additional fees

Failure to request revisions within 7 days constitutes acceptance of the final delivery.

All digital products are non-refundable. This includes:

• Courses
• Templates
• SOPs
• Ebooks
• Downloads

Once access is granted, all sales are final.

All tax software purchases are final.

• No refunds after 48 hours or once access is issued
• You are responsible for compliance with IRS and banking requirements
• Crest Suite Agency is not responsible for compliance violations

• All mentorship services are non-refundable
• Sessions must be attended as scheduled
• Missed sessions without 24 hour notice may be forfeited

• Full payment or approved plan is required before service delivery
• Failure to complete payments may result in suspension of services
• Access to systems may be revoked for non-payment

Crest Suite Agency reserves the right to withhold deliverables until payment is complete.

By purchasing, you agree not to initiate chargebacks without first contacting Crest Suite Agency.

Unauthorized chargebacks will result in:

• Immediate termination of services
• Removal of access to all systems and materials
• Submission to collections
• Legal action for recovery of funds, fees, and damages

You are responsible for all legal and collection costs incurred.

All sales are final. This includes:

• Digital products
• Tax software after 48 hours
• Custom builds once started
• Coaching and mentorship

No refunds will be issued under any circumstances unless required by law.

• Clients must respond within a reasonable timeframe
• Delays in communication will extend timelines
• Repeated non-response may result in project closure

Reactivation of closed projects may require additional fees.

We use platforms including GoHighLevel, SuiteDash, TaxSlayer, and OLT Pro.

We are not responsible for:

• Platform outages
• Feature limitations
• Account suspensions
• Policy changes made by third party providers

Clients are responsible for:

• Securing their own data and login credentials
• Maintaining backups where applicable
• Ensuring proper use of systems

Crest Suite Agency is not liable for data loss or misuse.

All systems, builds, designs, and materials remain the property of Crest Suite Agency until paid in full.

Clients may not:

• Resell
• Duplicate
• Share
• Repurpose

without written consent.

All information shared between both parties is confidential.

Crest Suite Agency is not liable for:

• Loss of income
• Missed opportunities
• Business interruptions
• Client misuse of systems

All services are provided as is.

By providing your phone number, you consent to receive SMS communications.

To opt out, reply STOP.

For assistance, reply HELP or contact [email protected].

Message and data rates may apply. Carriers are not responsible for delays.

Crest Suite Agency is not responsible for delays caused by events outside of our control including natural disasters, outages, or emergencies.

All disputes must be resolved through mediation in the State of Texas prior to legal action.

Crest Suite Agency reserves the right to update these Terms at any time.

Continued use of services constitutes acceptance.