Terms of Service

You must be legally able to enter a binding agreement and provide accurate account information. You are responsible for safeguarding credentials, maintaining current information, and promptly reporting suspected unauthorized access.

Use AccuFirm only for lawful purposes. Do not interfere with the service, bypass security, access another person's information, upload malicious material, misuse connected providers, scrape the service, or reverse engineer it except where applicable law expressly permits.

AccuFirm organizes information and provides planning tools. It is not a bank or brokerage. AccuFirm does not provide accounting, tax, legal, or investment advice unless advice is separately delivered by an appropriately qualified professional under a separate engagement.

Information may be incomplete, delayed, or affected by third-party data. Verify important information with source institutions and consult qualified professionals before making financial decisions.

Plaid, QuickBooks Online, and other providers have their own terms and privacy practices. Availability and accuracy may depend on those providers. Your authorization to connect a service does not make AccuFirm responsible for the provider's systems or decisions.

New AccuFirm accounts receive a 30-day trial beginning when the account is created. No payment method is required for the trial. When the trial ends, access to financial features pauses while account data remains protected.

AccuFirm offers monthly and annual subscription plans. The price, renewal frequency, applicable tax, and cancellation terms are shown before purchase. Subscriptions renew automatically until canceled. Period-end cancellation preserves paid access through the displayed date. Immediate cancellation may end access sooner. Processor-hosted billing pages provide receipts, invoices, payment-method updates, and cancellation controls. Review note: final refund, proration, cancellation, and consumer-law language must be completed with qualified counsel before live charging is enabled.

AccuFirm and its software, design, and content are owned by us or our licensors. You retain rights in information you provide. You grant us the limited rights needed to host, process, display, and transmit that information to operate the service.

We aim to operate AccuFirm reliably but do not promise uninterrupted or error-free service. We may modify, suspend, or discontinue features, provide maintenance, and update these Terms with appropriate notice.

You may stop using the service and request account deletion. We may suspend or terminate access for material violations, security threats, legal requirements, or nonpayment when paid plans exist. Provisions that by their nature should survive will continue after termination.

To the extent permitted by law, the service is provided without warranties not expressly stated here. Review note: warranty disclaimers, exclusions of damages, liability caps, indemnity, dispute process, venue, and any arbitration or class-action waiver require final counsel-approved language.

These Terms are intended to be governed by the laws of New York, without regard to conflict-of-law rules. Review note: confirm the precise jurisdiction, venue, dispute process, and consumer-law exceptions with counsel. Contact info@accufirm.co with questions.