Schedule A — AppealStack™

This Schedule forms part of the Master Subscription Agreement — General Terms (the “General Terms”) between Populus Technology, LLC (“Provider”) and the Customer identified on the signature page, and applies where an Order Form orders AppealStack™. Capitalized terms not defined here have the meanings in the General Terms and the DPA.

1. The Product

AppealStack™ is Provider’s hosted platform for the property-tax appeal lifecycle: client and property records, parcel data, valuations and assessments, appeal preparation and tracking, hearings, savings verification, invoicing, and client communication. Each Customer receives a single-tenant instance at the subdomain stated on the Order Form. AppealStack is offered by Populus Technology, LLC, doing business as AppealStack.

2. Client Portal

The Services include a client portal through which Customer’s own clients can view matters, upload documents, provide instructions, and make payments. Portal users are third parties, not parties to this Agreement; their access is governed by the Client Portal Terms presented and accepted in-product. Customer is responsible for its clients’ use of the portal as stated in General Terms Section 3.

3. AI Document Reading

The Services include AI-assisted reading of uploaded documents to stage structured data for Customer’s review. This processing is described in General Terms Section 7 and DPA Section 3.3, and the AI provider engaged is identified in the Subprocessor List (DPA Exhibit A). Staged data is never written directly to Customer’s records without an opportunity for Customer review.

4. Custom Builds

Custom functionality may be requested through the in-product custom-builds mechanism and is metered in credits as stated on the Order Form or the then-current rate card. Each request is governed by the in-product Custom Builds terms at the version presented at acceptance, and ownership and license follow General Terms Section 2. Payment-processing transactions carry the per-transaction fees stated in the in-product fee schedule.

5. Support; Availability

Provider provides support and maintains availability of the Services on a commercially reasonable efforts basis, with scheduled maintenance performed so as to minimize disruption. No service-level agreement, uptime commitment, or service credit applies unless expressly stated in an Order Form.

6. Jurisdiction Rules; No Professional Advice

AppealStack ships jurisdiction-specific rules, deadlines, and forms as configured in-product, and displays the corresponding disclaimers where they apply. Statutory rules change; Customer’s professionals remain solely responsible for verifying deadlines, filings, and professional judgments, per General Terms Section 8 (no professional-services warranty).

7. Seats; Metering

User seats are licensed in blocks as stated on the Order Form. Per-appeal fees, where ordered, are metered on appeals prepared through the platform and invoiced as stated on the Order Form. All prices and quantities appear only on the Order Form.