In short
- BookSyncHQ is a verification tool for professionals. It reads your clients’ books and shows you whether they tie out; it does not write to them.
- A certificate records which comparisons were run, on what data, when, and with what result. It is not an audit or an attestation, and you remain the professional of record.
- You keep ownership of your data and your clients’ data. We use it only to provide the service.
- You can disconnect a ledger, export your records, or close your account at any time.
The summary is a guide; the sections below are the policy.
The agreement
These Terms of Service (the “Terms”) are an agreement between Island Development Crew (“we”, “us”) and the business that uses BookSyncHQ (“you”, your “firm”). They include the end-user license for the service and for any software we provide with it. By creating an account, redeeming an invite code, connecting a ledger, or purchasing a verification, you accept these Terms on behalf of your firm and confirm that you are authorized to do so. The Privacy Policy explains how we handle data and forms part of these Terms.
What BookSyncHQ is
BookSyncHQ is an independent verification and evidence service for bookkeeping and accounting firms that use QuickBooks and Xero. It compares balances and transactions across the sources you designate — a ledger, the ledger it replaced, a bank statement — and records what it compared, what it found, and what you decided about each finding.
Read-only. The service reads from the ledgers you connect. It does not create, change, or delete records in them. Where it identifies a correction, you decide whether to make it, and you make it in your ledger yourself.
Design-partner program. The service is in a pre-release program. Features may change, be added, or be withdrawn, and some verifications may be performed with the hands-on help of our team. We will tell you before a change removes something you rely on.
Professional responsibility
BookSyncHQ does not provide accounting, bookkeeping, audit, review, compilation, tax, or legal services. A verification result, report, workpaper, or Migration Certificate states which comparisons were performed, on what data, at what time, and with what result. It is not an audit, review, compilation, or attestation report, and it is not an opinion on financial statements under AICPA, PCAOB, or IAASB standards.
Results depend on the data the ledgers and your files contain at the time of the check. You are responsible for your professional judgments, for the work you deliver to your clients, and for reviewing every result, explanation, and AI-drafted note before you rely on it.
Accounts and access
- Keep invite codes and sign-in links confidential. You are responsible for activity under your firm’s account and for the people you allow to use it.
- Tell us promptly at the address below if you believe your account has been accessed without authorization.
- You must be a business, and the individuals using the service must be at least 18.
Your data and your clients’ authority
You own the data you and your clients provide, including ledger data we retrieve on your instruction (“Customer Data”). You grant us a limited, non-exclusive license to host, copy, process, and display Customer Data only as needed to provide, secure, and support the service for you.
You represent that you have your clients’ authority to connect their ledgers, to upload their records, and to have us process them as described in these Terms and the Privacy Policy, and that doing so does not breach any agreement or law that binds you.
We will not sell Customer Data, use it to advertise, or use it to train AI or machine-learning models. We may produce aggregated measurements of how the service performs that do not identify you, your clients, or the contents of anyone’s books.
Connected services
QuickBooks Online and Xero are provided by Intuit Inc. and Xero Limited under their own terms, which govern your use of them. Their availability, their data, and any change they make to their interfaces are outside our control, and a verification cannot run while a ledger is unavailable. You may disconnect a ledger from BookSyncHQ or from the ledger itself at any time.
QuickBooks and Intuit are trademarks of Intuit Inc. Xero is a trademark of Xero Limited. BookSyncHQ is independent and is not affiliated with, sponsored by, or endorsed by Intuit or Xero.
Acceptable use
You will not, and will not let anyone else:
- connect or upload data you are not authorized to share, or use the service to deceive a client, lender, auditor, or authority;
- present a BookSyncHQ result, report, or certificate as something it is not, alter one, or reproduce our seal on a document we did not produce;
- probe, scan, or test the vulnerability of the service without our written permission, or interfere with its operation;
- reverse engineer the service except where the law allows despite this restriction, or resell or white-label it without our agreement;
- use the service in violation of law or of the terms of a connected ledger.
License and our property
Subject to these Terms and to payment of any fees, we grant your firm a non-exclusive, non-transferable, revocable license to use the service, and any software we provide with it, for your firm’s internal professional work during the term. We retain all rights in the service, its software, its design, and our marks. If you send us feedback, we may use it without obligation to you.
Fees, billing, and refunds
Prices are listed on our website or in your order. Paid plans are billed through Stripe; you authorize the charges for what you purchase, plus applicable taxes.
- Close Verification is billed monthly per connected client, with a monthly minimum, and includes a stated number of verification runs per client; additional runs are billed at the listed rate. You may cancel at any time, effective at the end of the current billing month.
- Migration Verification is purchased per entity or as a prepaid pack. If we cannot complete a Migration Verification you purchased, we refund its fee.
- We will give you at least 30 days’ notice before a price increase applies to you.
Confidentiality
Each of us will protect the other’s non-public information with at least reasonable care, use it only to perform under these Terms, and disclose it only to people who need it for that purpose and are bound to protect it, or where the law requires.
Disclaimers
We will provide the service with reasonable skill and care. Beyond that, and to the fullest extent the law allows, the service is provided “as is” and “as available”, and we disclaim all other warranties, express or implied, including merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the service will be uninterrupted or error-free, or that it will find every discrepancy in a set of books.
Limitation of liability
To the fullest extent the law allows, neither party is liable to the other for any indirect, incidental, special, consequential, or punitive damages, or for lost profits, revenue, or goodwill, even if advised of the possibility. Each party’s total liability arising out of or relating to these Terms is limited to the amounts you paid us for the service in the 12 months before the event giving rise to the claim. These limits do not apply to your payment obligations, to either party’s breach of the confidentiality section, or to liability that cannot be limited by law.
Indemnity
You will defend and indemnify us against third-party claims arising from Customer Data you connected or uploaded without authority, or from your use of the service in breach of these Terms. We will defend and indemnify you against third-party claims that the service, used as permitted, infringes their intellectual-property rights.
Term and termination
These Terms apply while you use the service. You may stop at any time. We may suspend or end your access if you materially breach these Terms and do not cure the breach within 10 days of notice, immediately where needed to protect the service or others, or with 30 days’ notice if we discontinue the service.
When your account ends, we revoke your ledger connections and delete the stored credentials; you have 30 days to export your records, after which we delete Customer Data as described in the Privacy Policy. Sections that by their nature should survive — ownership, confidentiality, disclaimers, limitation of liability, indemnity, and governing law — survive.
Governing law and disputes
These Terms are governed by the laws of the state in which Island Development Crew is organized, and the federal laws of the United States that apply there, without regard to conflict-of-laws rules. The courts located there have exclusive jurisdiction over any dispute arising from these Terms, and each party consents to them. Before filing a claim, each party will first try in good faith to resolve the dispute by writing to the other.
General
We may update these Terms; material changes take effect 30 days after we notify account holders, and continued use after that means acceptance. These Terms, with the Privacy Policy and any order you place, are the entire agreement between us on this subject. If a provision is unenforceable, the rest remains in effect. Neither party may assign these Terms without the other’s consent, except to a successor in a merger or acquisition. Failure to enforce a provision is not a waiver. Notices to us go to the address below; notices to you go to the email on your account.
Contact
Island Development Crew · partners@booksynchq.com