Client QuickBooks Subscription Agreement
Thank you for choosing Guardian CPA, LLC (i.e. "firm") to assist you with your bookkeeping needs. This notice confirms the established terms of QuickBooks subscription services offered by Intuit, and sets the additional Guardian CPA, LLC terms to receive firm discount pricing for our firm's clients. Guardian CPA, LLC is ProAdvisor certified to QuickBooks with discounted firm pricing but is otherwise not a subsidiary of Intuit or its associated companies.
CONFIRMATION STATEMENT ON QUICKBOOKS ONLINE PRODUCTS AND SERVICES TERMS
Clients who subscribe or otherwise use QuickBooks products and services are subject to the terms and conditions established by Intuit and its affiliate partners. Guardian CPA, LLC does not imply or express any influence, legal rites, warranties, or guarantees to services rendered by Intuit or affiliate partners.
GUARDIAN CPA LLC TERMS TO RECEIVE DISCOUNTED PRICING
Under ProAdvisor preferred pricing, Guardian CPA, LLC offers clients a 10% discount on online subscription services. Discounts are available under the following conditions:
Clients must list Guardian CPA, LLC as an 'Accountant' user.
Clients must sign up for automatic billing, which is billed on a monthly basis thereafter, at the then current price for the service(s) selected until cancelled or until written request by client to have billing transferred. Cancelling, or transferred billing, will be effective at the end of the monthly billing period with no pro-rated refund; benefits, including the firm discount will remain until the end of the billing period and then cease afterward.
Adding or removing online services will adjust fees, but the discount will not be greater than the 10%.
Sales tax (if applicable) is separate from online services and is not subject to the firm discount.
Clients are not required to be engaged with Guardian CPA, LLC on other services to receive or maintain the discount. We offer clients other services and are here when services are needed but this is not a condition of the discounted rate.
HOW BILLING WORKS
Intuit provides discount pricing through direct billing to Guardian CPA LLC. As such, once a client authorizes transfer of billing to Guardian CPA LLC, the firm pays the monthly subscription fees on behalf on clients, and then manages subscription billing with clients. The client will receive a discounted subscription price for being connected through our firm.
CANCELLED PAYMENTS, DISALLOWED CHARGES AND NON-SUFFICIENT FUNDS (NSF)
As there is no contract, clients may cancel or transfer billing at any time with effectiveness at the end of the billing period as specified above. Should cancellation of payment, reversal or disallowance of payments, or non-sufficient funds occur, Guardian CPA LLC will reach out to the client to pursue billing receipt. Should bank charges or fees be incurred the client will have the fee added to the past due balance. The firm may pursue hourly billable time to collect on outstanding balances greater than 14 days.
SOFTWARE SUPPORT, MAINTENANCE, DATA SECURITY, AND GENERAL CLIENT PRIVACY
Pertaining to online subscription services, clients who experience issues with accessing their account (or data), technology issues, etc. should engage QuickBooks customer service. Guardian CPA LLC is available to assist clients as needed, but our focus is accounting and taxes; charges may apply based on client's current engagement agreement with the firm.
Our objectives are: (1) to offer you discounted pricing to online QuickBooks subscriptions, and (2) to build a relationship of trust that should a need arise we will be the first place you turn for expertise. Let us guide and being a Guardian that hopefully reduces stress and protects your interests.
For consultation, or to get setup online to receive the discount, use the Contact Us section at the top of the website. You can also schedule an Appointment with us using our website's scheduling tools. We look forward to serving you!
Guardian CPA, LLC reserves the right to modify terms of this agreement with or without prior notice.