top of page

Piece of Mind Bookkeeping
Terms and Conditions

Last Updated 05/31/2025

1. Your Agreement with Us

​

When you use Piece of Mind Bookkeeping, you agree to the terms herein. This agreement sets out:

​

✅ How you can use the Piece of Mind Bookkeeping Platform & Services​

​

✅ What you can expect from us

​

✅ The rules for fair and secure use

2. Subscription & Payments

​

Piece of Mind Bookkeeping operates with an engagement agreement. That means:

​

✅ You get full access to the Piece of Mind Bookkeeping Platform as long as your engagement is active.

​

✅ Your engagement automatically renews at current market rates unless you provide notice to cancel before your renewal date.

​

✅ Payments are non-refundable—if you choose to cancel, you are responsible for all fees due through the end of your engagement.

​

✅ If you do not cancel before your renewal date, your subscription will renew for the same term length.

3. Fair & Secure Use

​

To keep things fair and secure, there are a few key rules:

​

🚫 Logins provided are specific for you and each of your approved team members—no sharing credentials.

​

🚫 You can’t copy, distribute, or modify Piece of Mind Bookkeeping materials without written consent.

​

🚫 Our platform and services is designed to support individuals and businesses—use it only for its intended purpose.

a. Introduction
​
     Welcome to Piece of Mind Bookkeeping. These Terms of Service ("Terms") outline the conditions under which you ("Licensee") may access and use the Piece of Mind Bookkeeping Platform ("the Product"), provided by Piece of Mind Bookkeeping ("Company"). By engaging with the Platform, you acknowledge and agree to abide by these Terms. If you do not agree, you must discontinue use immediately.
​
     This agreement constitutes a license to use Piece of Mind Bookkeeping intellectual property ("IP") within the applicable Territory (as defined below) for the intended purposes defined within your engagment. This is not a sale of a Product, and all associated rights remain exclusively with the Company.
 
b. Definitions
​

  • Intellectual Property (IP): Includes but is not limited to trademarks, copyrights, trade secrets, processes, know-how, registered designs, manuals, templates, videos, recordings, and other proprietary materials

  • Product: The Piece of Mind Bookkeeping Platform, including all associated digital and physical content.

  • Licensee: A person or entity granted a license to use the Product under these Terms.

  • Territory: Dallas, TX United States, as applicable. The Licensee’s Territory is determined by their jurisdiction of operation and is exclusive to that location.

  • License Term: The agreed-upon period of access to the Product, including any minimum commitments and renewal terms.

  • User Access: The number of users permitted to access the Product under the Licensee's subscription, based on the chosen license tier.

c. Use of Services

​​

  • Eligibility: Only individuals or entities legally permitted to access the Licensee data within their designated Territory may enter into this agreement.

  • Permitted Use: The Licensee is granted a non-exclusive, non-transferable license to utilize the Product solely purposes outlined in thier engagment.

  • Prohibited Uses: The Licensee may NOT:

    • Copy, distribute, modify the Product.

    • Utilize the Product outside of their designated Territory.

    • Share login credentials or allow unauthorized third-party access.

    • Engage in activities that tarnish the reputation of the Company.

    • Use the Product for any purpose beyond purposes outlined in thier engagment.

    • Conduct unauthorized purposes of any part of the Product.

  • Security Obligations: Licensees are responsible for maintaining the confidentiality of their account credentials and must promptly report unauthorized access.

d. Payments & Fees

​

  • Subscription Fees: The Licensee shall pay a recurring subscription fee as per pricing indicated upon signup and/or renewal. 

  • Payment Terms: Subscription fees shall be paid in accordance with the payment schedule specified upon signup and/or renewal.

  • Automatic Renewals: Subscriptions automatically renew for successive periods at current rates ate the time of renewal unless canceled in accordance with these Terms.

 e. Failed Payments & Late Fees:
 

  • If a payment fails due to insufficient funds, expired payment methods, or any other reason, the Licensee must update their payment method within 48 hours.

  • A late fee of $35 or 3% of the overdue amount (whichever is greater) will be applied for each failed payment incident.

  • Payments outstanding for more than 30 calendar days shall be considered past due, and additional late fees of $150 or 3% of the overdue amount per month (whichever is greater) shall apply.

  • If payments remain overdue for more than 30 days, the Company reserves the right to suspend access to the Product and terminate the Licensee’s account, possibly resulting in the deletion of all stored data.

  • If payments remain overdue for 60 calendar days or more, the Company reserves the right to refer the outstanding balance to a third-party collections agency or pursue legal action. The Licensee agrees to bear all reasonable costs incurred in recovering overdue amounts, including legal and collection fees.

f. Reinstatement Fees:
 

  • If access is suspended due to non-payment, reinstatement of access may be granted upon full payment of all outstanding fees, late charges, and an administrative reinstatement fee of $100.

  • Reinstatement does not include recovery of deleted data, and the Licensee will need to reconfigure their account as new.

g. Cancellation & Refunds:

​

  • Licensees may cancel by providing 30 days’ written notice

  • If a Licensee cancels after the trial period (where applicable), any remaining balance of engagement fees for the initial term shall become immediately due.

I. Intellectual Property Rights

​

  1. Ownership: The Company retains full ownership of the Product and associated Intellectual Property. The Licensee’s rights are limited strictly to a license for use under the terms of this agreement.

  2. Restrictions: The Licensee may not:

    • Claim ownership of any portion of the Product.

    • Reproduce, distribute, or replicate any aspect of the Product.

  3. Infringement Reporting: The Licensee must report any unauthorized use of the Company’s IP immediately.

​

II. Service Availability & Modifications

​

  1. The Company reserves the right to update, modify, or discontinue features or services within the Product at any time.

  2. Temporary service interruptions may occur due to maintenance, updates, or unforeseen circumstances.

  3. The Company is not liable for any damages resulting from downtime or modifications to the Product.

​

III. Data Retention & Deletion Upon Termination

​

  1. The Licensee acknowledges that data may be permanently deleted upon termination of their license.

  2. The Company is not responsible for data storage or retrieval post-termination.

​

IV. Governing Law & Dispute Resolution

​

  1. This agreement shall be governed by and construed in accordance with the laws of Dallas, Texas United States. Disputes shall first be addressed via negotiation or mediation before legal proceedings.

​

V. Severability & Assignment

​

  1. If any provision is found unenforceable, the remaining terms remain valid.

  2. Licensees may not transfer their license without Company approval.

bottom of page