Subscription Agreement

Please review this agreement carefully before proceeding

1. Service Agreement

By subscribing to Tally Bookkeeper, you agree to receive professional bookkeeping services as outlined in your selected plan. Services include but are not limited to: accounts payable and receivable management, bank reconciliation, financial reporting, expense tracking, and other services specified in your plan.

2. Subscription Terms

  • Subscriptions are billed monthly on a recurring basis
  • Your subscription will automatically renew each month unless cancelled
  • The first payment will be processed immediately upon subscription
  • Subsequent payments will be processed on the same day each month
  • All fees are quoted in USD and are non-refundable

3. Transaction Limits

Your plan includes a specified number of transactions per month. If you exceed this limit, we will contact you to discuss upgrading to a more suitable plan. Overage charges may apply as outlined in your plan details.

4. Payment Terms

  • Payment is due at the beginning of each billing cycle
  • You authorize us to charge your payment method on file
  • Failed payments may result in service suspension
  • You are responsible for keeping payment information current
  • All prices are subject to change with 30 days notice

5. Cancellation Policy

You may cancel your subscription at any time. Cancellations must be submitted in writing through your account dashboard or by contacting our support team. Your access will continue through the end of your current billing period. No refunds will be provided for partial months.

6. Data Access and Security

You grant Tally Bookkeeper access to your financial data necessary to provide bookkeeping services. We employ bank-level encryption and security measures to protect your information. All data handling complies with our Privacy Policy.

7. Client Responsibilities

  • Provide timely access to financial records and documentation
  • Respond to requests for information within reasonable timeframes
  • Review and approve financial reports
  • Maintain accurate records of business transactions
  • Notify us of any errors or discrepancies

8. Service Level Agreement

We strive to provide timely and accurate bookkeeping services. Response times and report delivery schedules vary by plan. While we maintain high standards of accuracy, you are ultimately responsible for reviewing and approving all financial information.

9. Limitation of Liability

Tally Bookkeeper provides bookkeeping services but does not provide legal, tax, or financial advice. We are not responsible for tax filing, financial decisions, or business outcomes based on our reports. We recommend consulting with qualified professionals for such matters.