Terms of service.
These policies are designed to ensure clarity, professionalism, and a smooth experience for all OneSite clients. Certain policies may apply only to specific services.
Notary Appointment & Document Policies
Clients must successfully complete identity verification and credential analysis required for remote online notarization. If identity verification cannot be completed, the notarization cannot proceed.
Once a remote notarization session has begun, administrative or platform fees may still apply and may not be refundable.
A notary public is required to comply with all applicable laws and regulations. If a document cannot legally be notarized, is incomplete, or the notary determines that the notarization cannot proceed in accordance with state law, the notarization may be refused.
Administrative or service fees may still apply for time spent reviewing documents or conducting the appointment.
Clients are responsible for ensuring documents are complete and ready for notarization prior to the appointment. Additional time required to review large document packages or correct incomplete documents may result in additional service fees.
Pricing estimates assume a standard document package. Appointments involving multiple documents or numerous notarial acts may require additional fees, which will be disclosed in the final invoice prior to the appointment.
Appointment Confirmation Policy
All appointments are reviewed prior to confirmation. A final price quote, including any applicable travel fees or additional services, will be provided before the appointment is confirmed.
Appointments are considered confirmed only after service details and pricing have been reviewed and approved, and payment has been made or arranged.
If a notarization cannot proceed due to technical issues, platform errors, or system failures beyond the client’s control, the appointment may be rescheduled or refunded at the discretion of the notary.
Cancellation & Rescheduling Policy
Clients may reschedule an appointment with at least 24 hours’ notice. Deposits for rescheduled appointments will be applied to the new appointment date.
Cancellations made less than 24 hours before the scheduled appointment, or failure to appear, will result in forfeiture of the deposit.
If a notary has already traveled to the appointment location, applicable travel fees may still apply.
Payment Policy
Notary Services
A deposit is required to confirm all appointments. The deposit will be applied toward the total service fee.
For Remote Online Notarization and Loan Signing services, the remaining balance is due prior to the appointment.
For Mobile General Notary services, the remaining balance is due prior to the appointment or at the time the service is completed
Accepted forms of payment include cash, card, and approved electronic payment methods.
Once a notarization or service has been completed, payment for the agreed services is required and is not subject to cancellation due to a client’s change of mind.
Accounting & Tax Services
Fees for bookkeeping, accounting, tax preparation, cleanup, or other financial services will be provided based on the selected service, package, or individual client needs.
Monthly bookkeeping services are billed according to the client’s selected service package and engagement agreement. Additional services, cleanup work, or work outside the agreed scope may require additional fees.
Payment terms, deposits, and due dates for accounting and tax services will be provided before work begins and may also be specified in the applicable engagement agreement.
Client Responsibilities
Clients are responsible for providing accurate, complete, and timely information and documentation necessary to perform the requested service.
Delays in providing requested information, documents, approvals, access, or payment may delay completion of services.
OneSite is not responsible for delays or inaccuracies resulting from incomplete, inaccurate, or untimely information provided by the client.
Confidentiality & Information Handling
OneSite takes reasonable measures to protect client information and maintain confidentiality. Clients should provide sensitive documents and information only through approved methods communicated by OneSite.
Client information will be used as necessary to provide requested services and fulfill applicable professional, legal, and recordkeeping requirements.
Scope of Services
Services are limited to those specifically requested and agreed upon with the client. Additional work outside the original scope may require a separate agreement, authorization, or additional fee.
OneSite does not provide legal, investment, or other professional advice outside the scope of the services specifically offered and agreed upon.
Engagement Agreements
Certain services, including bookkeeping and tax preparation, may require a separate engagement agreement before work begins. The engagement agreement will outline the specific scope of services, responsibilities, fees, and other terms applicable to that client relationship.
If an engagement agreement contains terms specific to a service that differ from these general policies, the terms of the applicable engagement agreement will govern that service.