Legal

Terms & Conditions

Last updated: 24 September 2026

These Terms & Conditions ("Terms") are an agreement between you and AgentBooks LLC, a Wyoming limited liability company ("AgentBooks", "we", "us"). They cover your use of agentbooks.io (the "Site") and the bookkeeping and related services we provide (the "Services").

You agree to these Terms when you use the Site, submit a form, book a call, pay a payment link or invoice, or otherwise buy Services.

1) Contact

AgentBooks LLC, 276 5th Ave, New York, NY 10001. Email: [email protected]. Phone: +1 754-297-5858.

2) What we do

AgentBooks provides bookkeeping and financial reporting for real estate professionals. Depending on your plan, this may include:

  • transaction categorization
  • bank and credit card reconciliations
  • commission and deal tracking
  • financial statements (profit and loss, balance sheet)
  • summaries and insights
  • year-end, CPA-ready books

Setup: setup usually takes 24–48 hours after we receive the access and information we need. Complex setups can take longer.

3) Catch-up bookkeeping

Catch-up bookkeeping brings months you are behind on up to date.

  • Pricing: $149 per month of backlog when you also have an active AgentBooks monthly plan, or $199 per month of backlog without one. If there is any conflict, the price on your invoice applies.
  • Quote and timeline: on a call we may give you an estimated price range. Your firm quote and a written timeline follow within one business day of us receiving access to your accounts and records.
  • Payment: catch-up is invoiced at the firm quote and paid in full before work starts.
  • Our promise: if we do not deliver the catch-up described in your invoice, we will refund the catch-up fee. This promise does not apply to delays or gaps caused by missing, late or inaccurate information, statements or access from you or third parties.
  • Deadlines: we do not guarantee completion by any tax or filing deadline unless the written timeline says so.

4) No tax, legal or investment advice

AgentBooks provides bookkeeping and financial reporting. We are not your CPA or attorney, and we do not prepare or file tax returns or give tax, legal or investment advice. Work with your own advisers on those decisions. You are responsible for decisions you make using our reports.

5) Your responsibilities

You agree to:

  • give us accurate and complete information and documents
  • keep us connected to the accounts and tools we need, such as bank and card feeds and your accounting software
  • review what we deliver promptly and tell us about suspected errors
  • keep your own copies of important records

Timelines depend on you doing these things.

6) Third-party platforms

We may use or connect to third-party platforms such as QuickBooks Online, Xero and real estate CRMs. Your use of them is governed by their own terms. Their subscription fees are billed by those providers, not by us. We are not responsible for their outages, changes or limits.

7) Plans, fees and billing

  • Plans: plan prices and limits (Core, Pro, Teams and add-ons) are published on our pricing page.
  • Fees: you agree to pay the fees shown at checkout, on an invoice, or in a written order form.
  • Monthly plans: monthly plans are charged in advance to your payment method each month until you cancel.
  • Promotions: promotional codes apply only as stated. For example, LAUNCH50 gives 50% off the first month of eligible plans.
  • Taxes: you are responsible for any applicable taxes unless we say otherwise.

8) Cancellations, changes and refunds

  • Changes: you can upgrade or downgrade your plan. Changes take effect immediately or at the next billing date, depending on scope.
  • Cancelling: there are no contracts. Cancel any time by emailing [email protected] before your next billing date. You keep the Services until the end of the period you have paid for.
  • Refunds: monthly plan fees are non-refundable, and we do not give prorated refunds for partial months. The exceptions are the catch-up promise in Section 3 and anything required by law.

9) Acceptable use of the Site

You agree not to:

  • use the Site unlawfully or to infringe anyone's rights
  • try to gain unauthorized access to our systems, forms or data
  • interfere with the Site or its security

10) Confidentiality

We keep your financial information confidential. We use it only to provide the Services, to comply with the law, or as you authorize. You agree to keep our non-public materials confidential, including our processes, templates and any pricing that isn't published.

11) Intellectual property

Site content, branding and materials belong to AgentBooks or its licensors. You may not copy, distribute or create derivative works from them except as the law allows or we agree in writing. The reports we prepare for you are yours to use in your business.

12) Disclaimers

THE SITE AND SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE." Bookkeeping results depend on the accuracy and completeness of the information you and third-party data sources give us.

13) Limitation of liability

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

AGENTBOOKS' TOTAL LIABILITY FOR ANY CLAIM IS LIMITED TO THE FEES YOU PAID US FOR THE SERVICES IN THE 3 MONTHS BEFORE THE EVENT THAT CAUSED THE CLAIM.

14) Indemnification

You agree to indemnify and hold AgentBooks harmless from claims, losses and expenses, including reasonable attorneys' fees, that arise from:

  • your misuse of the Site or Services
  • your breach of these Terms
  • your data
  • your violation of law or of third-party rights

15) Suspension and termination

We may suspend or end the Services if:

  • you materially breach these Terms
  • you don't pay
  • continuing would create legal or security risk

You may stop using the Services at any time, subject to amounts already owed.

16) Changes to these Terms

We may update these Terms by posting a new version on the Site. If you keep using the Site or Services after the changes take effect, you accept them.

17) Governing law and disputes

These Terms are governed by the laws of the State of Wyoming, without regard to its conflict-of-law rules. Disputes will be brought in the state or federal courts located in Wyoming. Each party consents to those courts' jurisdiction.

18) General

  • Entire agreement: these Terms, together with any invoice or written order form, are the entire agreement between us.
  • Severability: if any part is unenforceable, the rest stays in effect.
  • Assignment: you may not assign these Terms without our consent. We may assign them in a merger or sale.
  • No waiver: not enforcing a provision is not a waiver of it.

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