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QSBS.ai terms

Terms for using QSBS.ai as a preparation tool.

These Terms explain how QSBS.ai may be used, what the service does not provide, how generated discussion briefs should be treated, and why professional review remains required.

Last updated: July 9, 2026

Use boundary

Use the platform to prepare. Do not use it as the decision-maker.

Preparation only. Not tax or legal advice. QSBS.ai is meant to make professional conversations more organized, not to replace professional judgment.

Important rule

A discussion brief is not a professional conclusion.

Treat outputs as organized preparation materials for review with a qualified professional. Do not treat them as advice, instructions, filings, opinions, or transaction recommendations.

Acceptable use

What users may do.

QSBS.ai should be used for lawful preparation, education, and organization before a professional review.

01

Use QSBS.ai for lawful educational research, founder preparation, and advisor-conversation organization.

02

Provide accurate information where possible and clearly preserve unknown, estimated, or uncertain facts as open items.

03

Review generated materials before sharing them with a CPA, tax attorney, corporate attorney, financial advisor, or other professional.

04

Use the professional directory or resource links as informational starting points only.

Do not use QSBS.ai to make, file, market, or document a tax, legal, accounting, financial, or investment position without professional review.

Do not upload confidential, highly sensitive, or regulated information that should not be processed by an online preparation tool.

Do not misuse the service, interfere with the site, scrape at abusive volume, reverse engineer protected functionality, or bypass rate limits.

Do not submit unlawful, misleading, infringing, harmful, or deceptive material.

Restricted use

What users must not do.

These limits protect users, the product, professional boundaries, and production reliability.

AI output limits

Generated materials require careful review.

AI-assisted preparation can help structure a conversation, but it cannot replace source-document review or professional judgment.

AI-assisted outputs may be incomplete, inaccurate, outdated, inconsistent, or not tailored to a specific company, shareholder, transaction, jurisdiction, or document set.
The QSBS Discussion Brief is a preparation document, not a professional opinion, legal memorandum, tax position, valuation, audit conclusion, or investment recommendation.
QSBS.ai does not provide tax, legal, accounting, investment, or financial advice and does not determine QSBS eligibility.
A qualified professional should review source documents, facts, timing, ownership history, transactions, and applicable rules before any decision is made.
Directory terms

Evaluate professionals independently.

Professional listings, advisor pages, directory pages, resource links, and contact paths are informational unless expressly stated otherwise.
QSBS.ai may display professionals, firms, or resources that are free, claimed, verified, sponsored, featured, or otherwise categorized.
Users are responsible for evaluating credentials, jurisdictional fit, engagement terms, conflicts, fees, professional suitability, and communication quality.
QSBS.ai is not responsible for the acts, omissions, advice, services, documents, fees, or communications of third-party professionals or websites.
User responsibility

Verify facts before acting.

Users remain responsible for source documents, professional engagement, filings, communications, transaction steps, and any decisions made after using QSBS.ai.

The safest next step after generating a brief is to review it with a qualified professional who can evaluate the underlying facts and documents.
Formal terms

Detailed Terms of Use.

The sections below set out the service boundaries, user obligations, disclaimers, third-party limits, and update rules in more formal detail.

1. Acceptance

Agreement to these Terms.

These Terms of Use govern access to and use of QSBS.ai, including pages, guided interview flows, generated discussion briefs, educational content, directories, resource links, and related features.

By using QSBS.ai, you agree to these Terms. If you do not agree, do not use the service.

2. Service role

Founder preparation platform.

QSBS.ai is designed to help founders and other users organize facts, documents, unknowns, red flags, and review questions before speaking with a qualified professional.

The service is not a professional advisory firm and does not create a CPA-client, attorney-client, fiduciary, advisor-client, or other professional relationship.

3. No professional advice

No tax, legal, accounting, financial, or investment advice.

Content and outputs are general educational and preparation materials only. They should not be treated as advice, a conclusion, a recommendation, a filing position, or a transaction instruction.

QSBS issues are fact-dependent and may require review of incorporation records, stock purchase records, cap tables, transfers, redemptions, financing documents, corporate activity, transaction history, holding periods, business activity, and jurisdiction-specific considerations.

4. User content

Information you provide.

You are responsible for information entered into QSBS.ai and for deciding what information is appropriate to submit.

You represent that you have the right to provide any information submitted and that your use of the service will not violate laws, third-party rights, confidentiality obligations, or contractual restrictions.

5. Generated materials

Discussion briefs and other outputs.

Generated materials are intended to organize a professional conversation. They may identify possible positive indicators, open issues, possible red flags, document requests, and questions to ask a qualified professional.

You must independently review outputs for accuracy, completeness, and relevance before using, saving, sharing, or relying on them for any purpose.

6. Directory and third parties

Professionals and external resources.

QSBS.ai may provide directory listings, profile pages, links, contact paths, sponsored placements, or references to third-party professionals and resources.

Unless expressly stated in writing, QSBS.ai does not endorse, supervise, control, employ, or guarantee any third-party professional, firm, publisher, service, or website.

7. Availability and changes

Service may change over time.

QSBS.ai may add, remove, suspend, limit, modify, or discontinue features, pages, outputs, directories, data, pricing, or access rules at any time.

The service may be unavailable because of maintenance, errors, outages, third-party provider limits, security events, rate limits, or deployment changes.

8. Intellectual property

Site content and brand assets.

QSBS.ai, the site design, brand assets, page content, software, interview structure, generated-format design, and related materials are owned by QSBS.ai or its licensors unless otherwise stated.

You may use personal copies of your own generated discussion brief for advisor conversations and internal preparation, but you may not copy, resell, rebrand, scrape, or commercially exploit the service or its protected materials without permission.

9. Disclaimers

Service provided as-is.

QSBS.ai is provided on an as-is and as-available basis. To the maximum extent allowed by law, QSBS.ai disclaims warranties of accuracy, completeness, reliability, availability, fitness for a particular purpose, non-infringement, and uninterrupted operation.

No information on QSBS.ai should be treated as a promise of any tax, legal, financial, investment, accounting, transactional, or regulatory result.

10. Limitation of liability

Risk remains with the user.

To the maximum extent allowed by law, QSBS.ai will not be liable for indirect, incidental, consequential, special, exemplary, punitive, lost-profit, lost-data, tax, legal, accounting, financial, investment, transaction, or business damages arising from or related to use of the service.

You remain responsible for professional review, independent verification, source documents, submissions, decisions, transactions, filings, and communications with third parties.

11. Updates to these Terms

Terms may be revised.

QSBS.ai may update these Terms from time to time. The updated version will be posted on this page with a new last-updated date.

Continued use of QSBS.ai after updates means you accept the revised Terms.

Final reminder

Use QSBS.ai to prepare better questions.

QSBS.ai can help organize founder-provided facts and open issues. The decision layer belongs with qualified professionals and verified source documents.

Recommended next step

Generate a brief, then review it professionally.