End User License Agreement

1. License Grant

Subject to your compliance with this Agreement, we grant you a limited, non-exclusive, non-transferable, revocable license to access and use the App for your internal business purposes, including managing trial balances, preparing tax workpapers, and integrating with QuickBooks Online.

2. Permitted Use

You may use the App to:

• Manage client trial balances and journal entries for tax return preparation.
• Connect QuickBooks Online companies to import account balances.
• Generate financial reports and export files for tax preparation systems.
• Track engagement sign-offs, review points, and audit history.

3. Restrictions

You agree not to:

• Use the App for any unlawful purpose or in violation of applicable accounting or tax regulations.
• Reverse engineer, decompile, or attempt to derive the source code of the App.
• Share your account credentials or access the App on behalf of unauthorized users.
• Resell, sublicense, or redistribute access to the App without written consent.

4. QuickBooks Online Integration

The App integrates with QuickBooks Online through Intuit's OAuth 2.0 API. Your use of QuickBooks data is subject to Intuit's terms of service. The App accesses QuickBooks accounting data only (account names, numbers, and balances) and does not access payment or banking information. You are responsible for ensuring you have proper authorization to connect any QuickBooks company to the App.

5. Data Ownership

You retain all rights to the client data you enter or import into the App. We do not claim ownership of your client data. You are responsible for the accuracy and legality of the data you submit.

6. Disclaimers

The App is provided "as is" without warranties of any kind. We do not guarantee that the App will be error-free or uninterrupted. The App is a tool to assist accounting professionals; it does not constitute tax, legal, or accounting advice. You are responsible for reviewing all output for accuracy before filing.

7. Limitation of Liability

To the maximum extent permitted by law, our liability for any claim arising from your use of the App is limited to the fees you paid for the App in the twelve months preceding the claim. We are not liable for indirect, incidental, or consequential damages, including lost profits or data loss.

8. Termination

We may suspend or terminate your access to the App if you violate this Agreement. Upon termination, your QuickBooks connections will be revoked and your access removed. Provisions that by their nature should survive termination will remain in effect.

9. Changes to This Agreement

We may update this Agreement from time to time. Continued use of the App after changes constitutes acceptance of the updated terms.

10. Governing Law

This Agreement is governed by the laws of the United States and the state in which the providing firm operates, without regard to conflict of law principles.