Terms of Service
Akili Bookkeeping · Effective date: [EFFECTIVE DATE] · DRAFT for legal review
These Terms of Service ("Terms") govern your use of the Akili Bookkeeping website at akilibookkeeping.com and the client portal at app.akilibookkeeping.com (together, the "Platform"), operated by [LEGAL ENTITY NAME, e.g. Akili Bookkeeping LLC], a [STATE] [entity type] based in Houston, Texas ("Akili", "we", "us").
By creating an account or using the Platform, you agree to these Terms. If you use the Platform for a business, you confirm you are authorized to accept these Terms for that business, and "you" means both you and the business.
1. What we provide
Akili provides bookkeeping services to small businesses through the Platform, including categorizing and reconciling transactions, posting entries to your QuickBooks Online company, and month-end summaries. The specific services, scope and fees for your business are set out in your Engagement Agreement, which you sign in the Platform. If these Terms and your Engagement Agreement conflict, the Engagement Agreement governs the services; these Terms govern your use of the Platform.
We do not provide tax, legal, audit or investment advice, and our work is not an audit, review or compilation under professional accounting standards. You remain responsible for your tax filings and business decisions. Consult a licensed CPA or attorney for those matters.
2. Your account
- You must give accurate information when you register and keep it up to date.
- You are responsible for keeping your sign-in details secure and for activity under your account. Tell us at hello@akilibookkeeping.com straight away if you suspect unauthorized access.
- You may add team members to your business's account. You are responsible for their use of the Platform.
- You must be at least 18 years old and able to enter a binding contract.
3. Your responsibilities
- Accurate and complete records. Our work depends on the statements, documents and answers you provide. Upload statements for each account and month we ask for, and answer our questions promptly.
- Your QuickBooks Online subscription. You own and pay for your own QuickBooks Online subscription. By connecting it to the Platform, you authorize us to read your QuickBooks data and to create and update transactions, categories and related records as part of the services.
- Lawful use. Don't use the Platform for anything unlawful, upload content you have no right to share, try to access another business's data, interfere with the Platform's security, or attempt to reverse engineer it.
4. Fees and payment
- Fees are set out on the Platform and in your Engagement Agreement (for example, a flat monthly fee and one-time catch-up fees for earlier months).
- Payments are processed by our payment provider, Stripe. By subscribing, you authorize us to charge your saved payment method automatically each billing period until you cancel.
- If a payment fails, we'll tell you and may pause work on new months until it is paid.
- Fees are in US dollars and exclude any applicable taxes. Except where the law requires otherwise or your Engagement Agreement says otherwise, fees already paid are non-refundable.
- We may change our prices with at least [30] days' notice. Changes apply from your next billing period after the notice; existing subscriptions keep their current price until then.
5. Cancellation and termination
- You can cancel your plan at any time in the Platform. Cancellation stops future charges; work for months already paid for is completed as described in your Engagement Agreement.
- We may suspend or end your access if you breach these Terms, fail to pay, or if we're required to by law. Where reasonable, we'll give notice first.
- When your account ends, we handle your data as described in our Privacy Policy. You can export your documents and reports before closing your account, and your books remain in your own QuickBooks Online company.
6. Your data
You own your business data. You give us permission to use it only to provide, secure and improve the services, as described in our Privacy Policy. We do not sell your data.
You can disconnect QuickBooks at any time from the Platform or from your QuickBooks account. Disconnecting stops us reading or changing your QuickBooks company; work in progress may then be paused.
7. AI-assisted features
Some features use artificial intelligence to suggest categories, read statements or name documents. Suggestions are reviewed by our staff before they change your books. AI output can be wrong; it is one input to our work, not a substitute for our review.
8. Third-party services
The Platform relies on third-party services, including Intuit QuickBooks Online, Stripe, cloud hosting, email delivery and AI providers. Your use of QuickBooks Online is also governed by Intuit's terms. We are not responsible for third-party services' availability or actions outside our control.
9. Availability and changes
We work to keep the Platform available and secure, but we don't guarantee it will be uninterrupted or error-free. We may change or improve the Platform. We'll give reasonable notice of changes that materially reduce what you can do.
10. Disclaimers
Except as stated in your Engagement Agreement, the Platform is provided "as is" and "as available". To the extent the law allows, we disclaim all implied warranties, including merchantability, fitness for a particular purpose and non-infringement.
11. Limitation of liability
To the extent the law allows: (a) neither party is liable for indirect, incidental, special, consequential or punitive damages, or for lost profits or data, however caused; and (b) our total liability arising out of these Terms or the Platform is limited to the fees you paid us in the [three (3)] months before the event giving rise to the claim. Nothing in these Terms limits liability that cannot be limited by law.
12. Indemnity
You agree to indemnify Akili against claims arising from your breach of these Terms, your unlawful use of the Platform, or information you provide that you had no right to provide.
13. Governing law and disputes
These Terms are governed by the laws of the State of Texas, without regard to conflict-of-law rules. Any dispute will be resolved in the state or federal courts located in Harris County, Texas, and both parties consent to their jurisdiction. [LAWYER TO CONFIRM: arbitration clause and class-action waiver, if wanted.]
14. Changes to these Terms
We may update these Terms. We'll post the new version with a new effective date and, for material changes, notify you by email or in the Platform at least [30] days before they take effect. Continuing to use the Platform after that means you accept the updated Terms.
15. Contact
[LEGAL ENTITY NAME] · [MAILING ADDRESS], Houston, Texas · hello@akilibookkeeping.com · (832) 303-0777
---
Open items (for legal review)
- Legal entity name, entity type, state of formation and mailing address.
- Effective date.
- Price-change notice period (30 days suggested) and the liability cap (3 months of fees suggested).
- Whether to add an arbitration clause and class-action waiver.
- Refund wording, to match the Engagement Agreement.
- Confirm these Terms and the Engagement Agreement don't conflict.