Terms of Service

Last updated: [Date pending — content to be drafted by fintech attorney]

These terms of service are a placeholder. Final content is being drafted by legal counsel to ensure compliance with applicable financial services regulations.

1. Acceptance of Terms

Content pending attorney review.

2. Description of Service

Lisle is a software platform that provides automated financial data aggregation, tax estimation tools, and AI-generated informational content. Lisle is not a registered investment adviser, broker-dealer, financial planner, tax preparer, or accounting firm. The platform does not provide personalized investment advice, tax advice, or legal advice.

3. No Professional Advice

All tax estimates, scenario projections, and AI-generated outputs provided by Lisle are for informational and planning purposes only. They are generated by automated software and have not been reviewed by a licensed professional. You should consult a qualified CPA, tax attorney, or financial advisor before making financial decisions based on information provided by Lisle.

4. Subscription and Billing

Content pending attorney review.

5. Data and Privacy

Your use of Lisle is also governed by our Privacy Policy. By using Lisle, you consent to the collection and use of your information as described therein.

6. Account Termination and Data Deletion

You may close your account at any time. Upon account closure, your data will be deleted within 30 days in accordance with our data retention policy. Content pending attorney review for full deletion procedures.

7. Limitation of Liability

Content pending attorney review.

8. Dispute Resolution

Content pending attorney review.

Contact Us

For questions about these terms, please contact: [Email pending]