Terms & Conditions

Last updated: December 29, 2025

These Terms & Conditions (“Terms”) govern your access to and use of the AgentBooks website (agentbooks.io) (the “Site”) and any bookkeeping and related services offered by AgentBooks (the “Services”). AgentBooks provides bookkeeping designed for real estate professionals and other service-based businesses, including monthly bookkeeping, financial reporting, and year-end support.

By accessing the Site, submitting forms, booking a call, or purchasing Services, you agree to these Terms.

1) Who we are / Contact

By accessing the Site, submitting forms, booking a call, or purchasing Services, you agree to these Terms.

2) Scope of Services

AgentBooks provides bookkeeping and reporting services, which may include (depending on your plan): transaction categorization, bank/credit card reconciliations, commission tracking, deal-level tracking, financial statements (such as Profit & Loss and Balance Sheet), executive summaries/insights, and year-end support for CPA-ready books.

Setup / onboarding: Setup is typically 24–48 hours once required access and information is provided (timelines may vary by complexity).

3) No tax, legal, or investment advice

AgentBooks provides bookkeeping and financial reporting services. AgentBooks is not your CPA or attorney and does not provide tax or legal advice. You are responsible for working with your tax and legal advisors and for decisions made using reports or outputs.

4) Client responsibilities

You agree to:

Provide accurate and complete information and documentation.
Maintain access to accounts and tools required for bookkeeping (for example, bank/credit card access and accounting platform access).
Review deliverables in a timely manner and notify us of suspected errors.
Maintain your own copies of important records.

5) Third-party platforms and integrations

AgentBooks may work with third-party platforms (for example, QuickBooks Online and Xero) and may connect with popular real estate CRMs (examples may include Follow Up Boss, kvCORE, RealtyJuggler, and Salesforce).

Your use of any third-party service is governed by that provider’s terms, and AgentBooks is not responsible for third-party outages, changes, or limitations.

6) Plans, fees, and billing

AgentBooks publishes plan pricing and plan limits on its pricing page (for example: Core, Pro, Teams, and add-ons such as cleanup/catch-up and additional accounts).

Fees: You agree to pay the fees shown at checkout, on an invoice, or in a written agreement/order form.
Recurring billing: If you are on a monthly plan, fees are billed on a recurring basis unless canceled in accordance with Section 7.
Taxes: You are responsible for applicable taxes unless we state otherwise.

7) Cancellations and changes

Plan changes: You may request upgrades or downgrades. Changes may take effect immediately or at the next billing cycle depending on the plan and operational scope.
Cancellations: You may cancel by following the cancellation method provided in your order form, invoice, or by emailing us at [email protected].
Refunds: Unless required by law or explicitly stated in a written agreement, fees are non-refundable and we do not provide prorated refunds for partial periods.

8) Acceptable use (Site)

You agree not to:

Use the Site unlawfully or in a way that infringes others’ rights.
Attempt to gain unauthorized access to systems, forms, or data.
Disrupt or interfere with the Site or its security features.

9) Confidentiality

We treat client financial information as confidential and use it only to provide Services, comply with law, or as otherwise authorized by you.

You agree to keep any non-public information you receive about our processes, templates, pricing arrangements (if not publicly posted), and internal materials confidential.

10) Intellectual property

All Site content, branding, and materials are owned by AgentBooks or its licensors. You may not copy, reproduce, distribute, or create derivative works from our content except as permitted by law or with our written consent.

11) Disclaimers

THE SITE AND SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE.”

We do not guarantee that the Site will be uninterrupted or error-free. Bookkeeping results depend on the accuracy and completeness of information you provide and third-party data sources.

12) Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, AGENTBOOKS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, LOST REVENUE, LOST DATA, OR BUSINESS INTERRUPTION.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, AGENTBOOKS’ TOTAL LIABILITY FOR ANY CLAIM RELATED TO THE SITE OR SERVICES WILL NOT EXCEED THE FEES YOU PAID TO AGENTBOOKS FOR THE SERVICES IN THE 3 MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM.

(Some jurisdictions do not allow certain limitations; in that case, the above applies to the fullest extent allowed.)

13) Indemnification

You agree to indemnify and hold harmless AgentBooks from claims, losses, liabilities, and expenses (including reasonable attorneys’ fees) arising from: (a) your misuse of the Site/Services, (b) your violation of these Terms, (c) your data/content, or (d) your violation of law or third-party rights.

14) Suspension and termination

We may suspend or terminate Services if you materially breach these Terms, fail to pay fees, or if continuing to provide Services would create legal or security risk.

You may stop using the Services at any time, subject to any payment obligations.

15) Changes to these Terms

We may update these Terms from time to time by posting an updated version on the Site. Continued use of the Site or Services after changes become effective means you accept the updated Terms.

16) Governing law and dispute resolution (choose one)

Because the Site does not publicly list a legal entity address/jurisdiction, choose the option below that matches your business setup and replace bracketed text.

Option A (Courts): These Terms are governed by the laws of [State/Country], and disputes will be brought in the courts located in [County/State/Country].

Option B (Arbitration): These Terms are governed by the laws of [State/Country]. Any dispute will be resolved by binding arbitration in [City/State], except either party may seek injunctive relief for IP/security issues.

17) Miscellaneous

Entire agreement: These Terms plus any written agreement/order form constitute the entire agreement.
Severability: If any provision is unenforceable, the rest remain in effect.
Assignment: You may not assign these Terms without our consent; we may assign in connection with a merger/sale.
No waiver: Failure to enforce a provision is not a waiver.