Terms of Use & EULA

Agreement and scope

These Terms of Use and End-User License Agreement (the "Terms") are between Simple Accounting PR ("Simple Accounting," "we," "us," or "our") and each business, organization, and authorized individual permitted to access Simple Accounting OS (the "Platform"). These Terms and our Privacy Policy govern authorized access to and use of the Platform.

The Platform supports modular accounting operations and client collaboration. A separate engagement letter, order, proposal, or services agreement may govern professional accounting, payroll, tax, consulting, or other services. If there is a conflict about those professional services, the signed services agreement controls for that subject.

Limited license

Subject to these Terms and payment of applicable fees, Simple Accounting grants the client and its authorized users a limited, non-exclusive, non-transferable, revocable right to access and use the enabled Platform modules for the client’s internal business purposes during the service term.

The Platform is licensed, not sold. No ownership rights are transferred. A client may not sublicense, resell, copy, reverse engineer, scrape, bypass security controls, or use the Platform to build or benchmark a competing service except where applicable law does not permit that restriction.

Accounts, roles, and company access

Each user must use their own authorized sign-in and provide accurate information. Access is assigned by company and role. The client is responsible for identifying authorized users, promptly requesting removal of former personnel, and notifying us of suspected unauthorized access.

Users may view or act only for companies and functions assigned to them. Attempts to access another client’s information, share credentials, or defeat company-level controls are prohibited.

Client data and instructions

The client retains its rights in information, documents, and content it submits or authorizes us to retrieve ("Client Data"). The client grants Simple Accounting and its service providers the rights reasonably necessary to host, process, organize, transmit, and display Client Data for the enabled modules and contracted services.

The client represents that it has authority to provide Client Data, including employee, payroll, tax, banking, and third-party account information, and that its instructions are lawful and accurate. The client remains responsible for reviewing requests, classifications, entries, approvals, reports, and filing or payment information before consequential action is taken.

Connected providers and QuickBooks

Optional integrations may connect the Platform with Intuit QuickBooks and, when made operational, Google Drive, Stripe, banking data providers, payroll providers, timekeeping systems, email services, or other third parties selected by the client. The client authorizes the specific access shown by each provider and remains subject to that provider’s terms and privacy practices.

A QuickBooks connection is authorized through Intuit and applies only to the company selected by the user. The current function verifies and displays that company’s identity, country, and connection status. Retrieval, display, reconciliation, or preparation of additional QuickBooks information occurs only when the corresponding capability is made operational and enabled, and only within the access authorized through Intuit. A user may revoke access through Intuit or contact Simple Accounting for assistance; disconnection through the Platform is available only where an express disconnect control is shown. We are not responsible for a provider’s availability, changes, suspension, or independent handling of information.

Modules, entitlements, and fees

Each client may request or select different modules, usage limits, services, and prices. Authorized Simple Accounting administrators configure the client’s entitlements according to the applicable engagement; client users do not necessarily have self-service controls to add or remove them. Adding, removing, or changing a module may change recurring or usage-based charges only as stated in the applicable proposal, order, invoice, or written confirmation.

If payment processing is made operational and enabled, it may be provided by Stripe or another disclosed processor. Taxes, late charges, refunds, automatic payment terms, and professional service fees are governed by the applicable invoice or services agreement. The Platform is designed not to store complete payment-card numbers; card details would be handled by the disclosed processor.

Professional services and review

The Platform organizes information and supports collaboration; it does not by itself create an accountant-client, attorney-client, fiduciary, payroll-agent, or tax-return-preparer relationship. Any professional relationship and its scope arise only from a separate written engagement accepted by Simple Accounting.

When available, dashboards, forecasts, alerts, automated classifications, and AI-assisted outputs are informational or draft work unless an authorized Simple Accounting professional expressly approves them within the agreed service scope. They should not be treated as a guarantee of cash availability, tax outcome, filing acceptance, or payment completion.

Acceptable use

• Use the Platform only for lawful business activity and within assigned permissions.
• Do not upload malware, unlawfully obtained information, or content that infringes another person’s rights.
• Do not interfere with service operation, probe for vulnerabilities, overload interfaces, or circumvent rate, module, approval, or access controls.
• Do not use automated outputs to make employment, credit, insurance, legal, or other high-impact decisions without appropriate human review and lawful authority.
• Do not submit provider passwords, complete payment-card numbers, or unnecessary sensitive identifiers through ordinary messages or email replies.

Ownership and feedback

Simple Accounting and its licensors own the Platform, software, workflows, designs, documentation, trademarks, and related intellectual property, excluding Client Data and third-party materials. If you voluntarily provide feedback, you permit us to use it to improve the Platform without transferring your Client Data or confidential information.

Privacy, confidentiality, and security

Our Privacy Policy describes how we handle personal and business information. We use administrative, technical, and organizational safeguards designed for accounting information, but no service can guarantee uninterrupted operation or absolute security.

Each party will protect the other party’s non-public information using reasonable care and use it only for the relationship, except where disclosure is authorized or legally required. Additional confidentiality duties in a signed engagement remain in effect.

Availability and changes

We may maintain, update, replace, or discontinue features and providers. We will use reasonable efforts to avoid material disruption and provide notice when practical. Preview, beta, or placeholder features may be incomplete and should not be used for consequential actions unless the specific function or integration has been expressly confirmed as operational.

The Platform may be unavailable because of maintenance, third-party services, internet conditions, emergencies, or events outside our reasonable control.

Disclaimers and limitation

To the extent permitted by law, the Platform is provided on an “as available” basis. We disclaim implied warranties that cannot reasonably apply to a hosted, evolving service, including warranties of merchantability, fitness for a particular purpose, and non-infringement. Rights that cannot be waived under applicable law remain unaffected.

To the extent permitted by law, neither party is liable under these Terms for indirect, incidental, special, exemplary, or consequential damages, or for losses caused solely by inaccurate Client Data, unauthorized instructions, or an independent third-party provider. Any additional remedies, service credits, or liability limits are governed by the applicable signed services agreement.

Suspension, termination, and disconnection

We may suspend access to protect clients or the Platform, respond to unlawful activity, address nonpayment, or enforce these Terms. We will use reasonable efforts to give notice and an opportunity to cure when the circumstances allow.

When service ends, Simple Accounting may manually disable Platform access. Provider authorization may also need to be revoked through the provider or with Simple Accounting’s assistance. The current Platform does not provide automatic self-service export or account deletion; requests for data export, return, retention, or deletion must be made through the contact below and remain subject to the client’s agreement, our Privacy Policy, provider capabilities, and legal or professional retention duties. Sections that by their nature should survive termination will remain in effect.

Governing law and updates

These Terms are governed by the laws of the Commonwealth of Puerto Rico and applicable United States federal law, without regard to conflict-of-law principles. Unless a signed agreement provides another process, disputes relating to these Terms will be brought in a court with jurisdiction in Puerto Rico.

We may update these Terms to reflect Platform, provider, business, or legal changes. We will post the updated version with a new effective date. The revised Terms govern use from that date, subject to applicable law and any controlling signed agreement.

Contact

Questions about these Terms or a request to disconnect a provider may be sent to the contact below. Please identify the company you represent, but do not include passwords, complete payment-card numbers, or provider secrets.