Terms and Conditions

    PURE BOOKKEEPING TERMS OF SERVICE

    Last Updated: February 26, 2025

    1. Introduction

    Welcome to Pure Bookkeeping. These Terms of Service ("Terms") outline the conditions under which you ("Licensee") may access and use the Pure Bookkeeping System ("the Product"), provided by The Successful Bookkeeper Global Inc. DBA: Pure Bookkeeping ("Company"). By engaging with the Product, you acknowledge and agree to abide by these Terms. If you do not agree, you must discontinue use immediately.

    This agreement constitutes a license to use the Pure Bookkeeping intellectual property ("IP") within the applicable Territory (as defined below) for the operation of a bookkeeping business. This is not a sale of the Product, and all associated rights remain exclusively with the Company.

    2. Definitions

    • Intellectual Property (IP): Includes but is not limited to trademarks, copyrights, trade secrets, processes, know-how, registered designs, manuals, templates, videos, recordings, and other proprietary materials.
    • Product: The Pure Bookkeeping System, including all associated digital and physical content.
    • Licensee: A person or entity granted a license to use the Product under these Terms.
    • Territory: The United States, Canada, United Kingdom, Australia, and / or New Zealand, as applicable. The Licensee’s Territory is determined by their jurisdiction of operation and is exclusive to that location (or those locations).
    • License Term: The agreed-upon period of access to the Product, including any minimum commitments and renewal terms.
    • User Access: The number of users permitted to access the Product under the Licensee's subscription, based on the chosen license tier.

    3. Use of Services

    1. Eligibility: Only individuals or entities legally permitted to operate a bookkeeping business within their designated Territory may enter into this agreement.
    2. Permitted Use: The Licensee is granted a non-exclusive, non-transferable license to utilize the Product solely for bookkeeping business operations.
    3. Prohibited Uses: The Licensee may NOT:
      • Copy, distribute, modify, or sublicense the Product.
      • Utilize the Product outside of their designated Territory.
      • Share login credentials or allow unauthorized third-party access.
      • Engage in activities that tarnish the reputation of the Company.
      • Use the Product for any purpose beyond bookkeeping operations.
      • Conduct unauthorized data scraping, reverse engineering, or resale of any part of the Product.
    4. Security Obligations: Licensees are responsible for maintaining the confidentiality of their account credentials and must promptly report unauthorized access.

    4. Payments & Fees

    1. Subscription Fees: The Licensee shall pay a recurring subscription fee as per pricing indicated upon signup. 
    2. Payment Terms: Subscription fees shall be paid in accordance with the payment schedule specified upon signup.
    3. Automatic Renewals: Subscriptions automatically renew for successive periods unless canceled in accordance with these Terms.
    4. If a trial period is offered, it is the Licensee’s responsibility to cancel before the trial ends. Failure to do so will result in automatic enrollment into the paid subscription.
    5. Failed Payments & Late Fees:
      • If a payment fails due to insufficient funds, expired payment methods, or any other reason, the Licensee must update their payment method within seven (7) calendar days.
      • A late fee of $25 or 1.5% of the overdue amount (whichever is greater) will be applied for each failed payment incident.
      • Payments outstanding for more than 14 calendar days shall be considered past due, and additional late fees of $50 or 1.5% of the overdue amount per month (whichever is greater) shall apply.
      • If payments remain overdue for more than 30 days, the Company reserves the right to suspend access to the Product and terminate the Licensee’s account, resulting in the deletion of all stored data.
      • If payments remain overdue for 60 calendar days or more, the Company reserves the right to refer the outstanding balance to a third-party collections agency or pursue legal action. The Licensee agrees to bear all reasonable costs incurred in recovering overdue amounts, including legal and collection fees.
    6. Reinstatement Fees:
      • If access is suspended due to non-payment, reinstatement of access may be granted upon full payment of all outstanding fees, late charges, and an administrative reinstatement fee of $100.
      • Reinstatement does not include recovery of deleted data, and the Licensee will need to reconfigure their account as new.
    7. Cancellation & Refunds:
      • Licensees may cancel by providing 30 days’ written notice.
        If a Licensee cancels after the trial period (where applicable), any remaining balance of subscription fees for the initial term shall become immediately due.
      • Refunds are not available, except as explicitly stated in the 12-Month ROI Guarantee (Ultimate Edition) in Section 9.

    5. Intellectual Property Rights

    1. Ownership: The Company retains full ownership of the Product and associated Intellectual Property. The Licensee’s rights are limited strictly to a license for use under the terms of this agreement.
    2. Restrictions: The Licensee may not:
      • Claim ownership of any portion of the Product.
      • Register any trademarks or business names incorporating "Pure Bookkeeping."
      • Reproduce, distribute, or replicate any aspect of the Product.
    3. Infringement Reporting: The Licensee must report any unauthorized use of the Company’s IP immediately.

    6. Service Availability & Modifications

    • The Company reserves the right to update, modify, or discontinue features or services within the Product at any time.
    • Temporary service interruptions may occur due to maintenance, updates, or unforeseen circumstances.
    • The Company is not liable for any damages resulting from downtime or modifications to the Product.

    7. Data Retention & Deletion Upon Termination

    • The Licensee acknowledges that data may be permanently deleted upon termination of their license.
    • The Company is not responsible for data storage or retrieval post-termination.

    8. Governing Law & Dispute Resolution

    This agreement shall be governed by and construed in accordance with the laws of Ontario, Canada. Disputes shall first be addressed via negotiation or mediation before legal proceedings.

    9. Guarantees & Refunds

    9.1. 12-Month ROI Guarantee (Ultimate Edition Only)

    To qualify for a refund under this guarantee, the Licensee must:

    • Implement at least the Bookkeeping Manuals and the Sales & Marketing Systems.
    • Submit proof of implementation, including:
      • A customized accountant presentation (with documented creation date).
      • A customized new client presentation (with documented creation date).
      • A record of meetings with accountants.
      • A business website integrating PBS content.
      • Participation in networking groups within the past 12 months.
      • Marketing materials, including PB template-based flyers.
      • A completed client agreement.
      • Certificate of completion for at least one PB Online Training Program within the first two months of licensing.
      • KPI reports demonstrating implementation of PB Sales & Marketing strategies.
      • PB Bookkeeping Implementation Checklists for each client.
      • Notification to PB within six months if insufficient progress has been achieved.
      • Attendance at a minimum of 6 out of 12 Monthly Success Calls.
      • Participation in at least 3 mentoring calls per quarter.
    • If all requirements are met and the business fails to generate at least twice the first-year investment, the Company will refund the difference.
    9.2. 30-Day Trial Guarantee (Basic Edition Only)
    • Licensees may cancel within 30 days and receive a full refund.
    • A statutory declaration confirming no copies of Product materials were made may be requested.
    • This Guarantee is waived if the Licensee opts for full Product access immediately upon enrollment.
    • This guarantee does not apply to returning licensees. 

    10. Severability & Assignment

    • If any provision is found unenforceable, the remaining terms remain valid.
    • Licensees may not transfer their license without Company approval.