Smarsh

Complaint: [redacted] I am rejecting this response because: The terms on the addendum read "....at least ninety (90) prior to the END OF THE INITIAL TERM OR RENEWAL TERM." I have emails from Smarsh showing that the END OF OUR TERM is October 31st....NOT October 5th I have one that says: "Please note, as per your contract, the term expires 10/31/2016." Sincerely, [redacted]

Complaint ID [redacted] Hello, My name is [redacted] and I’m the Director of Customer Success for SmarshI’ve looked into the contract and addendums executed by [redacted] Financial Advisors CID ***Each contain specific verbiage as to the contract Terms & Conditions, including auto renew clausesBelow are the details for each executed contract and/or addendum Client executed a contract with Smarsh on 10/5/Per terms and conditions on executed contract “This Agreement shall commence on the Effective date and shall remain in effect for an initial term of twelve (12) monthsUnless Smarsh or Client provides ninety (90) day written notice, this Agreement and all related exhibits shall auto-renew for additional 1-year terms.” Client executed an addendum to add additional services 3/20/Per addendum “This is an addendum to the original agreement signed on 10/5/2011” and “the term of the Services shall sync to the term of the Agreement and be subject to any renewals set forth therein” On 7/17/at 11:am Client (Bo [redacted] electronically agreed to Smarsh’s updated Terms and Conditions (vSmarsh Subscription Service) found online at http://www.smarsh.com/legal/ Customer executed an addendum to add additional services to their existing contract on 1/7/Per addendum executed “Client is adding the above Services on to an existing client account and, in which case, the above Services will sync to Client’s then existing license term and be subject to renewals as specified in the Agreement” Each addendum clearly states the added services sync to the initial agreement and all Terms and Conditions state a day notification prior to contract renewal In order to cancel the contract, per agreed upon Terms & Conditions, the Client must have submitted the written notice of non renewal days prior to the contract term date (10/5/2016) which was 07/05/The client did not submit notice of non renewal until 07/22/Therefore the contract for [redacted] Financial Advisors CID [redacted] renewed for an additional month term and the cancellation received on 7/22/suffices for ending the contract 10/31/

We've received the complaint and have looked into our recordsI confirmed the customer started receiving invoices from us in October 2012, but I see no communication to us during that time from the customerHowever, out of respect to the customer and willingness to resolve the situation, we have written off the balance remaining on the account

Complaint ID ***
Hello,
My name is *** *** and I’m the Director of Customer Success for SmarshI’ve looked into the contract and addendums executed by *** *** *** Financial Advisors CID ***Each contain specific verbiage as to the contract Terms & Conditions,
including auto renew clausesBelow are the details for each executed contract and/or addendum
Client executed a contract with Smarsh on 10/5/Per terms and conditions on executed contract “This Agreement shall commence on the Effective date and shall remain in effect for an initial term of twelve (12) monthsUnless Smarsh or Client provides ninety (90) day written notice, this Agreement and all related exhibits shall auto-renew for additional 1-year terms.”
Client executed an addendum to add additional services 3/20/Per addendum “This is an addendum to the original agreement signed on 10/5/2011” and “the term of the Services shall sync to the term of the Agreement and be subject to any renewals set forth therein”
On 7/17/at 11:am Client (Bo*** *** electronically agreed to Smarsh’s updated Terms and Conditions (vSmarsh Subscription Service) found online at http://www.smarsh.com/legal/
Customer executed an addendum to add additional services to their existing contract on 1/7/Per addendum executed “Client is adding the above Services on to an existing client account and, in which case, the above Services will sync to Client’s then existing license term and be subject to renewals as specified in the Agreement”
Each addendum clearly states the added services sync to the initial agreement and all Terms and Conditions state a day notification prior to contract renewal
In order to cancel the contract, per agreed upon Terms & Conditions, the Client must have submitted the written notice of non renewal days prior to the contract term date (10/5/2016) which was 07/05/The client did not submit notice of non renewal until 07/22/Therefore the contract for *** *** *** Financial Advisors CID *** renewed for an additional month term and the cancellation received on 7/22/suffices for ending the contract 10/31/2017.

Complaint: ***I am rejecting this response because: The terms on the addendum read "....at least ninety (90) prior to the END OF THE INITIAL TERM OR RENEWAL TERM." I have emails from Smarsh showing that the END OF OUR TERM is October 31st....NOT October 5th.? I have one that says: "Please note, as per your contract, the term expires 10/31/2016." Sincerely,*** ***

Revdex.com:I have reviewed the response made by the business in reference to complaint ID [redacted], and find that this resolution is satisfactory to me. Sincerely, [redacted]

Complaint ID [redacted]
Hello,
My name is [redacted] and I’m the Director of Customer Success for Smarsh. I’ve looked into the contract and 3 addendums executed by [redacted] Financial Advisors CID [redacted]. Each contain specific verbiage as to the contract Terms & Conditions,...

including auto renew clauses. Below are the details for each executed contract and/or addendum.
Client executed a contract with Smarsh on 10/5/2011. Per terms and conditions on executed contract “This Agreement shall commence on the Effective date and shall remain in effect for an initial term of twelve (12) months. Unless Smarsh or Client provides ninety (90) day written notice, this Agreement and all related exhibits shall auto-renew for additional 1-year terms.”
Client executed an addendum to add additional services 3/20/2014. Per addendum “This is an addendum to the original agreement signed on 10/5/2011” and “the term of the Services shall sync to the term of the Agreement and be subject to any renewals set forth therein”
On 7/17/2015 at 11:55 am Client (Bo[redacted] electronically agreed to Smarsh’s updated Terms and Conditions (v5.2 Smarsh Subscription Service) found online at http://www.smarsh.com/legal/  
Customer executed an addendum to add additional services to their existing contract on 1/7/2016. Per addendum executed “Client is adding the above Services on to an existing client account and, in which case, the above Services will sync to Client’s then existing license term and be subject to renewals as specified in the Agreement”.
Each addendum clearly states the added services sync to the initial agreement and all Terms and Conditions state a 90 day notification prior to contract renewal.
In order to cancel the contract, per agreed upon Terms & Conditions, the Client must have submitted the written notice of non renewal 90 days prior to the contract term date (10/5/2016) which was 07/05/2016. The client did not submit notice of non renewal until 07/22/2016. Therefore the contract for [redacted] Financial Advisors CID [redacted] renewed for an additional 12 month term and the cancellation received on 7/22/2016 suffices for ending the contract 10/31/2017.

Complaint: [redacted]I am rejecting this response because: The terms on the addendum read "....at least ninety (90) prior to the END OF THE INITIAL TERM OR RENEWAL TERM." I have emails from Smarsh showing that the END OF OUR TERM is October 31st....NOT October 5th.  I have one that says: "Please note, as per your contract, the term expires 10/31/2016." Sincerely,[redacted]

We've received the complaint and have looked into our records. I confirmed the customer started receiving invoices from us in October 2012, but I see no communication to us during that time from the customer. However, out of respect to the customer and willingness to resolve the situation, we have...

written off the balance remaining on the account.