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Terms & Conditions

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Effective Date: January 1, 2026
Last Updated:  January 1, 2026

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These Terms and Conditions (“Terms”) govern your access to and use the “Site”, the client portal, and subscription features provided by Tegri, LLC (“Tegri,” “we,” “us,” “our”). The Site and related online features are the “Online Services.”

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Important: Our bookkeeping work is performed separately through QuickBooks Online and may also be governed by a separate engagement letter or service agreement between you and Tegri (the “Service Agreement”). If a Service Agreement conflicts with these Terms regarding bookkeeping services, the Service Agreement controls for those services.

By accessing or using the Site or Online Services, you agree to these Terms. If you do not agree, do not use the Site or Online Services.

 

1. Eligibility and Intended Use

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You must be at least 18 years old and able to form a binding contract to use the Online Services. The Online Services are intended for customers located in the United States.

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2. Definitions

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  • “You” / “Client” means the person or entity using the Online Services.

  • “Subscription” means a recurring plan purchased through the client portal.

  • “Service Agreement” means any signed engagement letter, statement of work, or other written agreement for bookkeeping services.

 

3. Scope of Online Services

 

The Site and client portal may allow you to:

  • view and manage your Subscription,

  • update billing details,

  • make payments,

  • contact us and exchange messages and documents related to service coordination.

Bookkeeping services (e.g., categorization, reconciliations, reporting) are not necessarily performed through the Site itself and typically require access to third-party systems (including QuickBooks Online) and your cooperation as described below.

 

4. No Tax, Legal, or Financial Advice Through the Site

 

Information on the Site is for general informational purposes and is not tax, legal, investment, or financial advice. Use of the Site does not create an accountant-client relationship beyond what is established in a Service Agreement.

If you need tax advice, legal advice, or representation before taxing authorities, you should consult a qualified professional. Tegri does not provide legal services.

 

5. Account Registration and Security

 

If you create an account in the client portal, you agree to:

  • provide accurate, current information,

  • keep your login credentials confidential,

  • promptly notify us of any unauthorized access or suspected breach.

You are responsible for all activity that occurs under your account.

 

6. Client Responsibilities (Bookkeeping Readiness)

 

To deliver bookkeeping services effectively, you agree to:

  • provide timely, accurate, and complete information and documents,

  • maintain access to required systems and accounts (e.g., QuickBooks Online, bank feeds),

  • review outputs we provide and notify us promptly of errors or discrepancies,

  • keep your business records consistent with applicable laws and requirements.

You acknowledge that our deliverables depend on the accuracy and completeness of information you provide and third-party system availability.

 

7. Subscriptions, Billing, and Payments

 

A. Subscription Terms

Subscription pricing, included features, billing frequency, and any applicable usage limits are shown at checkout or in the client portal. We may change Subscription offerings and pricing as described in Section 15 (Changes).

 

B. Automatic Renewals

Unless you cancel, Subscriptions renew automatically at the end of each billing period, and your payment method will be charged.

 

C. Payment Processing

Payments are processed by third-party payment processor(s). We do not control and are not responsible for the processor’s systems. You agree to the payment processor’s terms and conditions.

 

D. Taxes

Prices may exclude applicable sales, use, VAT, or similar taxes unless stated otherwise. You are responsible for any taxes associated with your purchase, except taxes on our income.

 

E. Failed Payments / Past Due

If a payment fails or becomes past due, we may:

  • retry the charge,

  • suspend portal access and/or service delivery until payment is received,

  • charge late fees if disclosed at checkout or allowed by law,

  • terminate your Subscription for nonpayment.

 

F. Chargebacks

Initiating a chargeback without first contacting us to resolve the issue may result in immediate suspension of your account and services. We may provide documentation to the payment processor to contest improper chargebacks.

 

8. Cancellation and Refunds

 

A. Cancellation

You can cancel your Subscription in the client portal or by contacting us at [support@yourdomain.com]. Cancellation typically takes effect at the end of the current billing period unless stated otherwise in the portal or a Service Agreement.

 

B. Refund Policy

Unless required by law or expressly stated otherwise at checkout or in a Service Agreement:

  • subscription fees are non-refundable, and

  • we do not provide prorated refunds for partial billing periods.

If you believe a charge is incorrect, contact us promptly at [billing@yourdomain.com].

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9. Service Delivery; Timelines; No Guarantees

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We will use commercially reasonable efforts to deliver Online Services and coordinate bookkeeping services, but we do not guarantee uninterrupted access to the Site/portal or any specific outcome (including tax results, audit outcomes, profitability, or error-free records).

Service timelines depend on your responsiveness, complexity, and third-party platform availability.

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10. Third-Party Services (Including QuickBooks Online)

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You may need accounts with third-party services to receive bookkeeping services (including QuickBooks Online and related integrations). Third-party services are governed by their own terms and privacy policies. We are not responsible for third-party services, outages, data loss, or acts/omissions by third parties.

You authorize us (as applicable) to access your third-party accounts solely for providing services you request, consistent with any Service Agreement.

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11. Confidentiality

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We will treat non-public information you provide as confidential and use it only to provide services, support, billing, compliance, and as otherwise permitted in our Privacy Policy or required by law.

You agree to keep any non-public information we share with you confidential, except as needed to use the services.

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12. Privacy

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Our collection and use of personal information is described in our Privacy Policy [link to your privacy policy page]. By using the Online Services, you consent to our data practices described there.

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13. Acceptable Use

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You agree not to:

  • use the Site for unlawful purposes,

  • attempt to gain unauthorized access to systems or accounts,

  • interfere with or disrupt Site operations,

  • upload or transmit malware or harmful code,

  • scrape, reverse engineer, or misuse the portal or content.

We may suspend or terminate access for violations.

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14. Intellectual Property

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The Site, portal, content, branding, logos, templates, and materials provided through the Online Services are owned by Tegri or its licensors and are protected by intellectual property laws.

Subject to these Terms and your Subscription, Tegri grants you a limited, non-exclusive, non-transferable license to access and use the Online Services for your internal business purposes.

You may not reproduce, distribute, or create derivative works from our Site content without written permission, except as allowed by law.

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15. Changes to the Online Services or These Terms

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We may modify the Site, portal features, Subscription pricing, or these Terms from time to time. If changes are material, we will provide notice by posting updated Terms on the Site and updating the “Last Updated” date and/or via portal notice/email.

Continued use after changes become effective means you accept the updated Terms.

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16. Disclaimer of Warranties

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THE SITE AND ONLINE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE MAXIMUM EXTENT PERMITTED BY LAW, TEGri DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

We do not warrant that the Online Services will be uninterrupted, secure, or error-free.

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17. Limitation of Liability

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TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT WILL TEGRI BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR GOODWILL, ARISING OUT OF OR RELATED TO YOUR USE OF (OR INABILITY TO USE) THE SITE OR ONLINE SERVICES.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, TEGri’S TOTAL LIABILITY FOR ANY CLAIM ARISING OUT OF OR RELATING TO THE ONLINE SERVICES WILL NOT EXCEED THE AMOUNT YOU PAID TO TEGri FOR THE ONLINE SERVICES IN THE THREE (3) MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM.

Some states do not allow certain limitations, so some of the above may not apply to you.

 

18. Indemnification

 

You agree to defend, indemnify, and hold harmless Tegri and its members, managers, employees, and contractors from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys’ fees) arising out of or related to:

  • your misuse of the Site/Online Services,

  • your violation of these Terms,

  • your violation of applicable law,

  • content or data you submit that infringes rights of others.

 

19. Termination

 

We may suspend or terminate your access to the Site/portal if:

  • you violate these Terms,

  • payment is past due,

  • we suspect fraud or security issues,

  • required by law.

You may stop using the Online Services at any time. Termination does not eliminate your obligation to pay fees owed and does not affect provisions that should survive (e.g., limitations of liability, indemnity, IP, dispute terms).

 

20. Governing Law; Venue

 

These Terms are governed by the laws of the State of Florida, without regard to conflict-of-law principles.

Unless otherwise required by applicable law, you agree that any dispute arising out of or relating to these Terms or the Online Services will be brought in state or federal courts located in Florida, and you consent to personal jurisdiction there.

(Optional alternative: arbitration clause—only include if you intentionally want arbitration.)

 

21. Notices

 

You may contact us at: [support@yourdomain.com].
We may provide notices to you by email, by posting notices in the client portal, or on the Site.

 

22. Miscellaneous

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  • Entire Agreement (Online Services): These Terms, together with the Privacy Policy and any posted policies, form the entire agreement between you and Tegri regarding the Online Services.

  • Severability: If any provision is found unenforceable, the remaining provisions remain in effect.

  • No Waiver: Failure to enforce a provision is not a waiver.

  • Assignment: You may not assign these Terms without our written consent. We may assign them as part of a business transfer.

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