Terms & Condition

EkstraBooks Product Specific Terms

Additional Terms and Conditions for EkstraBooks Online, EkstraBooks Online Accountant, Self-Employed Service, Payroll Services, EkstraBooks Time, EkstraBooks Practice Manager, and EkstraBooks Bureau Payroll

Your use of the following Services provided by EkstraBooks is subject to the General Terms of Service above and these Additional Terms and Conditions. These Additional Terms and Conditions will prevail over any conflict or inconsistency with the General Terms of Service.

 

1. SERVICES

Each of the following products and services is referred to in this Agreement as a "Service" and together as the "Services":

 

1.1 EkstraBooks Online

EkstraBooks Online ("EBO") is an online solution for businesses to perform accounting and business tasks through an online account (each an "EBO Account"). Each EBO Account may only be used to support one business.

 

1.2 EkstraBooks Online Accountant

EkstraBooks Online Accountant ("EBOA") is an online solution for accountants, bookkeepers, and other individuals or entities that provide accounting and other financial services to their clients. If you register for EBOA, you will be able to create and access new and existing EBO Accounts of your clients. EBOA also provides you with professional tools and access to our EkstraBooks ProAdvisor Program, which is subject to separate terms and conditions.

 

1.3 Self-Employed Service

EkstraBooks Self-Employed Service ("EBSE") is an online or mobile solution for the self-employed to manage and categorize their personal and business finances through an online account (each an "EBSE Account"). Each EBSE Account may only be used to support one self-employed individual.

 

1.4 Payroll Services

Subscription services offering online payroll solutions for businesses (the "Payroll Services").

 

1.5 EkstraBooks Time

EkstraBooks Time ("EB Time") is a mobile app or Internet-based service which permits the processing, retrieval, and transmission of transaction data submitted by you through an online account ("EB Time Account") pursuant to the terms of this Agreement and the EkstraBooks Time Data Processing Agreement. Each EB Time Account may only be used to support one business.

 

1.6 EkstraBooks Online Accountant Pro Tax Services

EkstraBooks Online Accountant Pro Tax Services ("Pro Tax Services") are online tax solutions for accountants and tax professionals that provide tax preparation and e-filing services to clients.

 

1.7 EkstraBooks Practice Manager

EkstraBooks Practice Manager ("Practice Manager") is an online platform that helps accounting and bookkeeping firms manage various aspects of their businesses, including (but not limited to) their clients, onboarding, deadlines, workflow, tasks, communication, and team members.

 

1.8 EkstraBooks Bureau Payroll

EkstraBooks Bureau Payroll Services is a Subscription service offering online payroll solutions for businesses.

 

Modification to Services

We have the right, in our sole discretion, to revise, update, or otherwise modify the Services or alter your access to the Services; and for material changes, to the extent reasonably possible, we will provide you with reasonable notice either posted on the website hosting the Services or to the Administrator's (as defined below) email address. Note that we may modify the amount of storage space you have through the Services and the number of times (and the maximum duration for which) you may access the Services in a given period of time. In the event we need to maintain the security of the system or comply with any laws or regulations, we reserve the right to modify the Services immediately, and to provide the Administrator with electronic or written notice within thirty (30) days after any material modifications. You may reject any changes to the Services by discontinuing use of the Services to which such changes relate. Your continued use of the Services will constitute your acceptance of and agreement to such changes.

 

2. USERS

2.1 Types of Users

The Services allow the following types of access and user rights: When you initially register for and create an account for a Service, you are, or a party that you authorize is, the administrator ("Administrator"). Administrators may authorize additional individuals to access the Services through the same account ("Additional Users"). The number of Additional Users may be limited based upon the subscription you purchase. Additional Users may include, for example, your employees, accountant, contractors, agents, and clients. You may be referred to in this Agreement as "you", "your", or "User", or you may be referred to specifically in your applicable role as an Additional User or an Administrator. All Users will be required to accept this Agreement before accessing the Services. With respect to EBOA, including Pro Tax Services or each EBO or EB Time Account you access, you agree to these terms as an Administrator or an Additional User, as applicable. As any User of the Services, unless otherwise explicitly stated in this Agreement, all of these terms apply to you each time you access the Services.

 

2.2 For Administrators

As an Administrator, the following applies to you: Only Administrators may designate another individual as a replacement Administrator. You agree that Additional Users are EkstraBooks customers, but that you are responsible for your Additional Users' access to the Services, provided however, any employee that you only grant access to the Payroll Service for purposes of viewing their paystubs shall not be considered an EkstraBooks customer. Depending on the types of access rights you grant to Additional Users, Additional Users may be able to delete, copy, or view the Content and data accessible in your account and add charges to the subscription. As Administrator, you are responsible for the access to the Services you grant to Additional Users. If you choose to close or terminate your access to a Service or delete all of the data in an EBO account, Additional Users will no longer be able to access such Service or any of the Content within such Service. You agree to provide sufficient notice to Additional Users or persons the data is about regarding your desire to terminate access to the Services before taking such actions. A violation of any terms of this Agreement by an Additional User may result in the termination of an Administrator's or any Additional User's access to the Services. If you are a user of our Payroll Services or EB Time, you may be required to contact the Master Administrator of your account to control certain aspects of your personal information in accordance with our Data Processing Agreement and EkstraBooks Time Data Processing Agreement.

 

2.3 For Additional Users

As an Additional User, the following applies to you: When you register to access an account for which you are not an Administrator, you understand that you are accessing the Service as an Additional User and you may not have the same level of access or the same rights as an Administrator. Depending on the types of rights you are granted by the Administrator, you may be able to delete, copy, or view other User's Content and data. Please make sure that you have an agreement with the Administrator about your role and rights. If an Administrator chooses to close or terminate access to a Service, Additional Users will no longer be able to access such Service or any of the Content within such Service. As an Additional User, you understand that if you violate this Agreement, your access to our Services may be terminated, and we retain the right to also terminate access for any other Users of the same account.

 

3. SUBSCRIPTION

3.1 Payment for Services

The Services are licensed on a monthly or yearly subscription basis to the User that pays for the Service. As the Administrator, you may choose whether you or another User pays for the license. Please review all of the details of the subscription that you purchase; some subscriptions provide access to one Service and others provide access to more than one Service.

 

3.2 Subscription Cancellation

The Administrator may notify us if he or she wants to cancel the subscription prior to the beginning of the new subscription period. In the event that EkstraBooks is unable to charge a User's chosen payment method in accordance with this Agreement, we may terminate this Agreement and access to the Services immediately, without notice. If you stop using the Services, EkstraBooks has fulfilled your subscription term. Fees for the Services are not eligible for any proration of unused subscriptions or refunds, even if access to the Services is canceled or terminated. After your access to the Services is terminated, you may no longer have access to any of the data or Content in the Services. We suggest you retain your own copies of any data or Content that you may need as EkstraBooks is not responsible for providing you with access to your Content or the Services after any cancellation or termination of this Agreement.

 

4. ACCOUNT FEATURES

4.1 Trial Version

If you registered for a trial use of the Services, you will have access to the Services for the specified period of the trial ("Trial Period"). You must decide to purchase a license to the Services within the Trial Period in order to retain access to any Content or data provided or created during the Trial Period. If you do not purchase a license to the Services by the end of the Trial Period, you will not be able to access or retrieve any of the data or Content you added to or created with the Services during the trial.

 

4.2 Beta Features

From time to time, we may include new or updated beta features in the Services ("Beta Features"). Beta Features may have associated fees, which will be disclosed to you at the time you choose to use the Beta Features. We understand that your use of any Beta Feature is voluntary. You understand that once you use a Beta Feature, you may be unable to revert back to a prior non-beta version of the same or similar feature. Additionally, if such reversion is possible, you may not be able to return or restore data created within the Beta Feature back to the prior non-beta version. The Beta Features are provided on an "as is" basis and may contain errors or inaccuracies that could cause failures