Service and pilot terms

Version 2026-04-15 (15 April 2026). This page summarizes how the service is offered during pilot and early rollout. It is not a substitute for advice from your own counsel; use it to set expectations with your firm.

What you are agreeing to

By registering, an authorised person at your firm confirms that you have read this page and accept these terms for access to the platform on behalf of the firm.

Pilot and product maturity

• The product may be offered as a pilot or early access. Features, limits, workflows, and pricing can change with reasonable notice.
• There is no guarantee of uninterrupted or error-free operation. Maintenance, upgrades, or third-party dependencies may cause downtime.
• Automated checks, reconciliations, and audit helpers are aids only. Professional judgement, statutory compliance, and final sign-off remain your firm’s responsibility.

Data, confidentiality, and backups

• You are responsible for the accuracy and legality of data you upload and for having the right to process client information in the platform.
• You should maintain your own backups and records suitable for your practice and regulatory obligations. Do not treat the platform as your only copy of critical books or workpapers.
• Exports from accounting packages vary; unusual or corrupted files may fail validation or import. You remain responsible for verifying results.

Support and service levels

• Support during pilot phases is best-effort unless a separate written agreement states otherwise.
• There is no committed service level agreement (SLA) or uptime guarantee unless expressly agreed in writing for your firm.

Subscriptions and trials

• Free trials and promotional access are subject to the limits shown at registration or in your workspace. Moving to paid plans is governed by checkout and invoice terms presented at purchase.
• Taxes, renewals, and payment failures may affect continued access; the firm administrator should keep billing details current.