Autonomi Books
These Terms of Service (“Agreement”) are a legal agreement between you (“Client,” “you,” or “your”) and Autonomi Solutions LLC (“Autonomi,” “we,” “us,” or “our”), governing your access to and use of the Autonomi Books white-label bookkeeping delivery service and related materials (collectively, the “Service”).
1. Service Access
Subject to your compliance with this Agreement and payment of applicable fees, Autonomi grants you a limited, non-exclusive, non-transferable right to receive the Service for your internal business purposes during the term of your engagement.
2. Restrictions
You shall not, and shall not permit any third party to:
- (a) copy, modify, or create derivative works of Autonomi’s proprietary materials except as needed to receive the Service;
- (b) reverse engineer, decompile, or disassemble any systems used to deliver the Service, except to the extent such restriction is prohibited by law;
- (c) rent, lease, lend, sell, sublicense, or otherwise transfer the Service;
- (d) remove or alter any proprietary notices;
- (e) use the Service to build a competing offering;
- (f) access delivery systems to circumvent usage limits or security measures; or
- (g) use the Service in violation of any applicable law.
3. White-Label and CPA Firm Use
If you engage the Service as a CPA firm or accounting professional for the purpose of providing bookkeeping services to your own clients under your own branding, you may do so subject to the terms of your separate services or partnership agreement with Autonomi. This Agreement does not grant rights to resell the Service absent such a separate written agreement. You remain responsible for your relationships with, and obligations to, your end clients.
4. Accounts and Security
You are responsible for maintaining the confidentiality of any account credentials and for all activity under your account. You agree to notify us promptly of any unauthorized use. You must provide accurate registration information and keep it current.
5. Customer Data
“Customer Data” means data, financial records, and information you or your clients submit in connection with the Service. As between the parties, you retain all right, title, and interest in Customer Data. You grant Autonomi a limited license to use, process, and store Customer Data solely to provide and improve the Service, and as otherwise permitted under our Privacy Policy. You represent that you have all rights and consents necessary to submit Customer Data, including any client financial information.
6. Fees and Payment
You agree to pay all fees per the pricing terms applicable to your engagement. Fees are non-refundable except as required by law or expressly stated. We may change fees upon 30 days’ notice. Late payments may result in suspension of the Service.
7. Intellectual Property
Autonomi’s methods, templates, and materials used to deliver the Service are owned by Autonomi and its licensors and are protected by intellectual property laws. Except for the limited rights granted here, no rights are transferred to you. Feedback you provide may be used by Autonomi without obligation to you.
8. Third-Party Services
The Service may integrate with third-party services (e.g., QuickBooks or other accounting systems). Your use of such services is governed by their respective terms, and Autonomi is not responsible for third-party services.
9. Confidentiality
Each party may access confidential information of the other. The receiving party agrees to protect such information with reasonable care and use it only as necessary to perform under this Agreement.
10. Disclaimer of Warranties
11. Limitation of Liability
12. Indemnification
You agree to indemnify and hold harmless Autonomi from any claims, damages, or expenses arising from your use of the Service, your Customer Data, your violation of this Agreement, or your relationships with your own clients.
13. Term and Termination
This Agreement remains in effect while you use the Service. Either party may terminate per the applicable engagement terms. Autonomi may suspend or terminate the Service immediately for breach. Upon termination, your right to receive the Service ends. Sections that by their nature should survive (including 5, 7, 9, 10, 11, 12, and 14) will survive termination. Upon termination, we will make Customer Data available for export for 30 days before deletion, unless otherwise required by law.
14. Governing Law and Dispute Resolution
This Agreement is governed by the laws of the State of Colorado, without regard to conflict-of-law principles. All disputes will be handled by arbitration per the terms of your contract with Autonomi Books unless otherwise agreed upon. Autonomi Books expressly prohibits any and all use of the Service without a standing contractual agreement with the firm.
15. Changes to This Agreement
We may modify this Agreement from time to time. Material changes will be communicated with 30 days’ notice. Continued use after changes constitutes acceptance.
16. General
This Agreement, together with any referenced policies and your engagement terms, constitutes the entire agreement between the parties. If any provision is held unenforceable, the remaining provisions remain in effect. Autonomi may assign this Agreement; you may not without our consent. No waiver is effective unless in writing.