Terms of service

These terms are an agreement between your firm and BookedKeeper, Inc., which operates BookedKeeper. They apply whenever you visit our website, use your account or receive our services.

When you subscribe, you also sign a BookedKeeper Subscription that sets out your plan, add-⁠ons, price and start date. The subscription and these terms work together. If they ever conflict, the subscription applies to your plan, price and term, and these terms apply to everything else.

By signing up you confirm that you have read these terms, that you agree to them and that you are authorized to accept them on behalf of your firm. Our services are for businesses, and you must be at least 18 to use them.

We provide marketing services for accounting firms. What we deliver each month depends on the plan and add-⁠ons you choose, and the details of each are set out on our pricing page and in your subscription.

By default, our work is planned, produced and published without your approval, so that nothing waits on you. From your account you can see upcoming items, request changes and switch any type of work to manual approval if you prefer to review it first. An item that waits on your approval is not published until you give it, and an item that is not approved within 30 days of being ready counts toward that month’s deliverables.

Extras beyond your plan can be added at the unit prices shown on our pricing page, as a one-⁠time boost or every month. Custom work outside a plan is quoted separately and begins once you accept the quote.

From time to time we may improve the way a service is delivered, replace a tool or vendor or add new features. If a change materially reduces what your plan includes, we will tell you before it takes effect.

Your account lets you follow our work, see your reports and rankings, make requests and reach your advisor. You are responsible for what happens under it, and we ask you to:

• keep your contact and billing details up to date
• keep your sign-⁠in details private and tell us promptly if you believe someone else has used them
• make sure the people you invite from your firm follow these terms

Your account is for your firm’s use. You may not share it with other firms, resell our services or use it to copy our methods, templates or training for use outside your firm.

Onboarding usually takes 15 to 20 days and consists of a few calls, your answers to our questions about your practice and access to the accounts we will work in. We guide you through every step and make every reasonable effort to help you complete it.

Some parts of the service depend entirely on something only you can provide, such as signing into an account, connecting a platform, sharing your contact list or answering a question about your firm. Where you do not provide it, that part of the service cannot run, and we are not responsible for the work that goes undone. We do not reduce your fee, extend your term or carry the work forward as credit, and the rest of the service continues as normal.

To deliver the service we work inside accounts that belong to you, such as your Google Business Profile, Google Search Console, your LinkedIn and Facebook pages, your website platform, your domain and your business email. You grant us access through each platform’s own sharing or manager features, and we never ask for your passwords.

You keep ownership and control of every account. You may revoke our access at any time, and if you do, the parts of the service that depend on that access stop until it is restored.

The platforms we work in set their own rules and change them without notice. Outages, policy changes, suspensions and reviews on those platforms are outside our control, and we are not responsible for their effect on your results. We will tell you if a platform issue affects your account and help you resolve it where we can.

Much of our work is published in your name: articles under your author profile, press releases that quote you, expert commentary, social posts and emails to your contacts. We write it with care, based on the information you give us and on public sources.

Because it carries your name, you are responsible for its professional accuracy and for its compliance with the rules that apply to your firm, including your state board’s rules on advertising, testimonials and client confidentiality. Our content is marketing material. It is not tax, accounting or legal advice, and it is not your professional opinion unless you choose to make it so.

You can review any item before it is published by switching that type of work to manual approval. If you find an error in something we have published, tell us and we will correct or remove it promptly. If you ask us to publish something we believe is false, misleading or against a platform’s rules, we may decline.

You own the materials you provide to us, such as your logo, photos, bios, client reviews and existing content. You give us permission to use, edit and publish them to deliver the service, and you confirm that you have the rights to let us do so.

We may name your firm as a client and, with your permission, feature your results, reviews or video testimonials on our website and in our marketing. If you would rather we did not, email us at any time and we will stop.

Some parts of the service involve the people on your contact list: the newsletters and campaigns we send for you and the review requests we send to your clients. For that work, we process your contacts’ information only on your instructions and only to deliver the service. We do not use it for our own purposes or share it with anyone other than the providers that send the messages.

You are responsible for having the consent the law requires to send those messages, for the accuracy of the list you give us and for responding to anyone who asks you to stop. We include an unsubscribe link in every marketing email we send for you, and we honor it. When your subscription ends, we delete your contact list from our systems within 30 days unless you ask for a copy first.

With the Website add-⁠on we design and build your website, write its content, host it and keep it running. Edits on request are included. Larger changes, such as new sections, redesigns or custom features, are quoted separately.

Your domain stays registered in your name, and you own every page of content we write for you. The design system, software and hosting platform the site runs on are ours, and you use them for as long as the add-⁠on is active.

If you cancel, we provide an export of your content, and your site is taken down 30 days after your final billing date. We do not transfer the design or the platform. If you want to keep the website without a marketing plan, you can subscribe to the Website add-⁠on on its own once your initial 12-⁠month term is complete.

With the Paid Advertising add-⁠on we set up and manage your campaigns on the ad networks you choose. Your ad spend is paid by you directly to the platforms and is never included in our fees. This add-⁠on requires a minimum ad spend of $10,000 a month, and our fee is 20% of your spend, billed monthly.

Ad platforms review and approve ads, suspend accounts and change their policies at their discretion. We follow their rules and manage your campaigns with care, but we cannot control their decisions or guarantee the cost, volume or quality of the inquiries your ads produce.

Your plan and add-⁠ons are billed monthly in advance, starting on the date of your first payment, through our payment provider Stripe. By subscribing you authorize us to charge your payment method each month until your subscription ends. There are no setup fees.

Our fees do not include sales tax, and we do not currently collect it. Any tax that applies to your purchase is your responsibility. The only costs outside your subscription are third-⁠party services in your own name, such as your domain, your business email and your ad spend.

If a payment fails, we will let you know and try again. If it remains unpaid for 14 days, we may pause the service until it is settled. Prices may change with 30 days’ notice, and a change never applies during your initial 12-⁠month term.

Your subscription begins on your start date, runs for an initial term of 12 months and then continues month to month. You may move up or down between plans at any time, and the new price applies from your next billing date.

After the initial term, you may cancel at any time from your account or by email, and your subscription ends at the end of the billing period in which we receive your notice. During the initial term the remaining months stay payable, because the work we do in the early months is what the later months build on.

When your subscription ends, you keep everything we produced for you, as set out under Ownership. Your account closes, hosting ends as described under the Website add-⁠on and any add-⁠on you keep continues on its own.

In your first 30 days we complete your setup and publish your initial articles and press release, assuming you are available for onboarding calls and provide what we ask for. This lets you see our work firsthand.

If you are not satisfied, email us before the end of your 30th day and we will refund every fee you have paid us, including add-⁠on fees, with no questions asked. Ad spend paid to the platforms is not a fee to us and is not refundable by us.

Once the refund is made, your subscription ends, your account closes, your website is taken down and we may remove the content we published for you. From day 31 onward, fees are not refundable, and the rest of these terms apply.

You permanently own every article, press release, social post, email, listing and backlink we produce for your firm, and every page of content on a website we build for you. You may keep, edit and republish them as you wish, during and after your subscription.

We own the dashboard, software, templates, training library, processes and know-⁠how we use to deliver the service, and anything we develop while serving you that is not specific to your firm. You may use them while you subscribe and may not copy, resell or share them. Where we use licensed material in your deliverables, such as stock photography, its license applies.

Our plans are built on what has worked for the firms we serve, and the results on our website are real. They are not a promise. Rankings, AI mentions, traffic, inquiries and revenue depend on your market, your competitors, the platforms we work in and your own follow-⁠through with the people who contact you, and none of those is in our control.

Timelines we mention, such as onboarding in 15 to 20 days or traction within six to eight weeks, are estimates drawn from experience. Other than the 30-⁠day guarantee, we do not offer refunds or credits based on results.

Each of us will keep the other’s non-⁠public information confidential and use it only for the purposes of this agreement. For you, that covers the details of your practice, your clients, your pricing and your plans. For us, it covers our methods, our vendors, our pricing arrangements and the contents of your account and training library.

Confidential information does not include anything that is public, already known to the other side or required to be disclosed by law. This obligation continues after your subscription ends.

Calls with our team, including sales and onboarding calls, may be recorded so that we capture the details of your practice accurately and train our team. We will tell you at the start of a call if it is being recorded, and you may ask us not to.

If you provide a mobile number, you agree that we may send you text messages about your account, your calls and your service. Message and data rates may apply. You can stop at any time by replying STOP, and we will not use texts to market to you unless you have asked us to.

We may suspend or end your subscription if your fees go unpaid, if you break these terms, if you ask us to publish material that is unlawful, misleading or against the rules of your profession or if someone from your firm is abusive to our team. Where the problem can be fixed, we will tell you first and give you a reasonable time to fix it.

You may end your subscription if we materially fail to deliver what your plan includes and do not put it right within 30 days of your written notice. In that case we refund any fees paid for the period after the termination date, and the remaining months of your initial term are not payable.

Our website and account are provided as they are. We perform our services with professional care and skill, and beyond what these terms say, we make no other warranties.

To the extent the law allows, we are not liable for indirect, incidental or consequential losses, including lost revenue, lost clients or lost data, and our total liability to you for any claim is limited to the fees you paid us in the 12 months before the claim arose. Nothing in these terms limits liability that cannot be limited by law.

You will cover us against claims that arise from your materials, your contacts’ information, the professional accuracy of content published in your name or your compliance with the rules of your profession. We will cover you against claims that our original work for you infringes someone else’s intellectual property.

These terms are governed by the laws of the Province of Alberta and the federal laws of Canada that apply there. If a dispute arises, each of us agrees to raise it with the other in writing first and to try in good faith to resolve it within 30 days. If that does not work, the courts of Alberta have exclusive jurisdiction, and each of us agrees to submit to them.

We may update these terms from time to time. When we make a material change, we will email you and post a notice in your account at least 30 days before it takes effect. Continuing to use the service after that date means you accept the updated terms. If you do not agree to a change, you may cancel before it takes effect, and the remaining months of your initial term will not be charged.

These terms, your BookedKeeper Subscription and our Privacy Policy are the entire agreement between us and replace any earlier discussions. If any part is found unenforceable, the rest continues to apply. If we do not enforce a term on one occasion, we may still enforce it later.

You may not assign your subscription without our consent, except to a buyer of your firm who agrees to these terms. We may assign it to a successor of our business. Neither of us is responsible for delays caused by events outside our reasonable control. We are an independent contractor, not your employee, partner or agent. Notices to you go to the email on your account, and notices to us go to the address below.

BookedKeeper, Inc.
638 11 Ave SW, Unit 200
Calgary, Alberta T2R 0E2
Canada
hello@bookedkeeper.com