Terms of Service

Effective Date: 07/23/2026

By accessing or using LedgerTitan, an accounting practice management software platform hosted on Microsoft Azure, you agree to be bound by these Terms of Service. Please read them carefully before using our services.

1. Eligibility

You must be at least 18 years old and a licensed accounting professional or authorized representative of an accounting practice to use our services. By registering, you confirm that you meet these requirements and are authorized to handle sensitive financial data.

2. User Accounts & Registration

You must register for an account by providing accurate, complete, and current information, including your name, email, and professional credentials. Authentication is handled securely through Google or Microsoft OAuth. You are responsible for maintaining the confidentiality of your credentials and for all activity under your account. Subscription owners are responsible for ensuring that all users added to their account are authorized professionals. Notify us immediately of any unauthorized use of your account or any other security concern.

3. User Content and Data

You may upload client financial data, documents, and other materials. You retain ownership of your content but grant LedgerTitan a limited, non-exclusive license to process, store, and analyze it solely for providing our services. All client data is handled in compliance with applicable privacy laws and accounting regulations.

4. Prohibited Conduct

You agree not to:

1. Use the service for any unlawful purpose or in violation of professional accounting standards.

2. Share or disclose confidential client information without proper authorization.

3. Attempt unauthorized access to the platform, servers, or other users' data.

4. Upload malicious software or content that could harm the service or other users.

5. Termination

We reserve the right to suspend or terminate your account immediately if you violate these terms or engage in conduct that compromises data security or professional integrity.

6. Disclaimer & Limitation of Liability

LedgerTitan is provided "as is" without warranties of any kind. To the fullest extent permitted by law, LedgerTitan and its affiliates are not liable for indirect, incidental, or consequential damages related to your use of the service or inability to use the platform. You are solely responsible for ensuring compliance with legal and regulatory requirements in your jurisdiction.

7. Changes to These Terms

We may update these Terms & Conditions at our discretion. Significant changes will be communicated via email to the address associated with your account. Continued use of the service after changes take effect constitutes acceptance of the updated terms. For non-material updates, continued use after we post the revised terms may also constitute acceptance where permitted by law.

8. Access and Use

LedgerTitan grants you a limited, non-transferable license to access the platform for professional accounting purposes only. Misuse, including unauthorized sharing of access credentials, may result in account suspension or legal action.

9. Content Standards

All data uploaded must comply with professional standards and legal requirements. Content must not:

1. Infringe on intellectual property rights or client privacy.

2. Contain viruses, malware, or harmful code.

3. Violate anti-money laundering or other financial regulations.

10. Intellectual Property

All trademarks, software, and content developed by LedgerTitan remain our property. You may not copy, modify, or distribute our intellectual property without explicit permission.

11. AI Capabilities

LedgerTitan utilizes AI Foundry for intelligent agent capabilities, such as automated data analysis and insights. By using these features, you acknowledge that AI-generated outputs are for informational purposes and do not constitute professional advice. You remain responsible for verifying all AI-assisted results.

12. Feedback

Any feedback or suggestions you provide may be used by LedgerTitan without restriction or compensation.

13. Subscription Plans & Billing

We offer subscription tiers and features as described on our Pricing page and in-product. We reserve the right to modify features or pricing. Unless we state otherwise or the law requires, changes take effect at the start of your next billing period after notice; continued subscription or use after that period indicates your acceptance of the revised plan or price.

Free trial. We may offer a free or promotional trial of LedgerTitan, including its duration, scope, and eligibility, at our discretion. We reserve the right to modify, limit, suspend, or discontinue any trial offering or trial terms (including length, features included, and who may participate) at any time, with reasonable notice where required by applicable law. Trial access is provided on an "as is" and "as available" basis and does not obligate us to continue offering a trial or to maintain any particular trial terms. If you convert to a paid subscription or continue using the service after a trial, the subscription terms and pricing in effect at that time apply.

14. Stripe Connect & client portal payments

Subscription owners may connect a Stripe Express account per organization to accept card payments from clients in the branded client portal. Card payments are processed on the connected account; the accounting firm is the merchant of record for those charges. Stripe's card processing fees apply to the connected account. LedgerTitan may charge a platform service fee on portal card payments as disclosed in the product when you connect Stripe. Offline wire or bank transfer instructions, when enabled, are provided by your firm only; LedgerTitan does not process those transfers and does not charge Stripe fees on wire payments. Invoice amounts may be billed in the currency configured for the organization (for example CAD or USD). QuickBooks can be used alongside portal payments; you are responsible for avoiding duplicate collection if clients can pay through more than one channel.

15. Invoices, billing documents & taxes

LedgerTitan may generate invoice records and documents (including PDF downloads) from data you provide, such as timesheet hours, hourly rates, tax rates, tax labels, client details, and related amounts. Optional tax fields apply only the values you enter; LedgerTitan does not determine tax rates by jurisdiction, calculate your tax liability, remittance obligations, or provide tax, legal, or accounting advice.

You (the firm / issuer) are solely responsible for the accuracy of invoices and billing documents, including descriptions, rates, taxes, and totals, and for compliance with applicable tax and billing laws in your jurisdictions. When you choose to create or sync invoices through QuickBooks Online, QuickBooks' invoice and tax configuration applies, and you remain responsible for that setup. Invoice PDFs and amounts in LedgerTitan are tools for your practice; you remain the issuer and, where applicable, the merchant of record for amounts charged to your clients.

16. Refunds & Payments

Payments for paid plans are generally non-refundable once processed. We do not provide prorated credits or partial-period refunds for unused time. Prepaid amounts are non-refundable and non-convertible to other products or cash except where required by law. If a technical glitch during payment results in an erroneous charge, you may be eligible for a refund after we verify the issue. For payment problems, contact us via email and submit the details so we can investigate.

Purchased AI credits and document signing credits are non-refundable. Upon cancellation of a subscription, any unused purchased credits associated with that subscription are forfeited unless the account owner explicitly transfers them to another active LedgerTitan subscription before cancellation takes effect. Free monthly credits are never transferable. LedgerTitan is not liable for unused credits that were not transferred prior to cancellation.

17. Promotions & Discounts

Any promotions, coupons, or discounts are subject to their own terms and eligibility rules. If those terms conflict with these Terms, the promotional terms prevail for the scope of the promotion.

18. Legal Compliance (Sanctions & Restricted Parties)

You represent that you are not located in a country subject to comprehensive sanctions (as defined by applicable law) and that you are not listed on, and are not owned or controlled by parties listed on, applicable government restricted-party lists. You will not use LedgerTitan in violation of export, sanctions, or anti-boycott laws.

19. Notices

We may provide notices to you by email at the address on your account or through in-app messaging. You agree that such communications satisfy any legal written-notice requirements to the extent permitted by applicable law.

20. Severability & Waiver

If any provision of these terms is held invalid or unenforceable, the remaining provisions remain in full force and effect. Our failure to enforce any right or provision does not waive our right to enforce it later.

21. Governing Law

These terms are governed by the laws of Canada. Any disputes will be resolved in the courts of Ontario.

22. Third-Party Trademarks

Third-party product names, logos, and brands referenced on LedgerTitan (including website and in-product integration references) are the property of their respective owners. Such references are for identification and compatibility purposes only and do not imply affiliation, sponsorship, endorsement, or partnership unless expressly stated.