What your firm needs to know
As with almost every app, online tool, or technology we use, there are terms and conditions that we skim through, maybe read a sentence or two, and then scroll down quickly to hit “I agree” and move on. This one is no different, but we’re attempting to make it a little clearer and more straightforward. That said, don’t let the familiar tone and language throw your firm off. This stuff is binding, so please make sure your firm is good with it before proceeding!
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