Terms of Service

These Terms of Service ("Terms") govern your use of SmartBooks Insight services, website, and related tools. By using our services, you agree to these Terms.

1. Services

SmartBooks Insight provides bookkeeping, accounting, advisory, and related financial support services. Specific service scope, deliverables, and timelines are defined in your proposal, engagement letter, or service agreement.

2. Eligibility and Account Security

You are responsible for maintaining the confidentiality of your account credentials and for all activity under your account. You agree to provide accurate information and update it when needed.

3. Client Responsibilities

You agree to:

• Provide complete and accurate financial information in a timely manner.
• Respond to requests needed to deliver services.
• Maintain lawful use of the website and service portal.

4. Fees and Payment

Fees are billed as described in your selected plan or agreement. Late payments may result in service suspension or additional fees where permitted by law.

5. Confidentiality

We treat your business and financial data as confidential and use commercially reasonable safeguards to protect it. You acknowledge that no online system is completely risk-free.

6. No Legal or Investment Advice

Services are provided for accounting and bookkeeping support and do not constitute legal, investment, or tax law advice unless expressly stated in writing.

7. Intellectual Property

All website content, branding, and materials are owned by SmartBooks Insight or its licensors. You may not copy, distribute, or reuse content without prior written permission, except as permitted by law.

8. Disclaimer of Warranties

Services are provided on an "as is" and "as available" basis. To the maximum extent permitted by law, we disclaim warranties of merchantability, fitness for a particular purpose, and non-infringement.

9. Limitation of Liability

To the fullest extent permitted by law, SmartBooks Insight is not liable for indirect, incidental, special, consequential, or punitive damages, or loss of profits, data, or business opportunities arising from use of the services.

10. Termination

Either party may terminate services according to the applicable agreement. Upon termination, outstanding balances remain due and access to certain services may end.

11. Changes to These Terms

We may update these Terms from time to time. Updated Terms become effective when posted on this page unless otherwise stated.

12. Contact

Questions about these Terms can be sent through our contact page at /contact.