Terms of Engagement

Last updated: August 2026 · DKT Digital, St Peter Port, Guernsey GY1 · info@dktdigital.co.uk

1. About these terms

These terms govern the provision of automation services by DKT Digital ("we", "us") to clients ("you"). By engaging our services, you agree to these terms.

2. Services

We provide business automation consultancy and implementation services as described in the agreed proposal. We do not provide legal, financial, accounting, or other regulated professional advice. Where our automations process financial data (such as invoice management, transaction classification, or payment reconciliation), outputs are provided for operational efficiency purposes only and must be reviewed by your accountant, tax adviser, or other qualified professional before being relied upon for compliance or reporting purposes. All trading-related automations are for informational and paper-trading purposes only.

We do not file anything with any tax authority on your behalf. We are not a filing agent and we are not recognised filing software. Where an automation touches tax-adjacent work it prepares, classifies and presents figures so that you or your accountant can review them and file through whatever recognised software or agent you already use. The filing, and the responsibility for it, remains yours.

3. Payment

• Fees are as agreed in the written proposal
• Monthly retainers are invoiced on the 1st of each month
• Payment due within 14 days of invoice
• Late payment: we reserve the right to suspend services after 7 days overdue, having first told you in writing that we intend to
• All prices are in GBP and exclusive of VAT where applicable

Where a Letter of Engagement has been signed, it describes the same mechanic — invoiced on the 1st, due within 14 days — and these Terms govern if the two ever diverge.

4. Our obligations

• We will deliver the agreed scope within the agreed timeline
• We will notify you promptly of any issues affecting your automations
• We will not share your business data with third parties (except as described in our Privacy Policy)
• We maintain backups of all workflow configurations

5. Your obligations

• Provide accurate information needed to build your automations
• Grant necessary access to tools and platforms (we will guide you through this)
• Respond to queries within 3 business days to avoid project delays
• Keep your payment details up to date

6. Intellectual property

Workflow configurations built for you are yours to keep. Underlying methodology and tools remain our intellectual property.

7. Confidentiality

Both parties agree to keep the other's business information confidential. We will never discuss your business or data with other clients.

8. Data protection

Where we process personal data on your behalf (for example your customers' contact details, invoice or payment records, or lead information), you are the data controller and we act as your data processor under the Data Protection (Bailiwick of Guernsey) Law, 2017 and, where applicable, the UK GDPR. We will: (a) process such data only on your documented instructions; (b) apply appropriate technical and organisational security measures; (c) keep it confidential; (d) engage only the sub-processors reasonably necessary to deliver the service (including the hosting, email, payment and integration providers listed in our Privacy Policy) under equivalent obligations; (e) assist you with data-subject requests and notify you of any personal-data breach without undue delay; and (f) delete or return the data on termination. A separate Data Processing Agreement may be entered into on request and, where required by law, takes precedence over this clause.

9. Limitation of liability

Our total liability is limited to the fees paid in the 3 months preceding any claim. We are not liable for indirect losses, lost profits, or losses caused by third-party platform outages (e.g. if Stripe, HubSpot, or Gmail has an outage). Nothing in these terms limits liability that cannot lawfully be limited.

This is the only cap that has been settled. Our draft Letter of Engagement discusses a possible 12-month cap as an illustration; that has not been adopted, and the 3-month figure above is what applies until a solicitor has reviewed both. We hold no professional indemnity or public liability insurance at present, and we do not claim to.

10. Termination

Either party may terminate with 30 days written notice. We will provide an offboarding export of all workflow configurations and your data within 10 working days of the notice period ending — the same window stated in our Offboarding & Data Handover document and our Letter of Engagement. No refunds for partial months of a retainer. Records we are required by law to keep (principally invoices and payment records) are retained for the required period and then deleted.

11. Complaints and escalation

If something goes wrong, tell us first and we will deal with it in the open:

• Email info@dktdigital.co.uk with "COMPLAINT" in the subject line.
• We acknowledge within one working day and tell you who is handling it. DKT Digital is one person, so that is Daniel Thomas.
• We respond in writing within 10 working days with what we found, what we are doing and by when — or, if we need longer, we tell you that and give you a date.
• If you are not satisfied, say so in writing and we will review it again and give you a final written response.

For anything about your personal data you can go straight to a regulator without coming to us first — see our Privacy Policy for the ODPA and ICO details. Nothing in this section limits any right you have to take a dispute further.

12. Governing law

These terms are governed by the laws of the Bailiwick of Guernsey. Any disputes will be referred to the courts of Guernsey.

13. Contact

DKT Digital · info@dktdigital.co.uk · St Peter Port, Guernsey, GY1