These Terms of Service ("Terms") are a binding agreement between you and {{ownerName}} ("ClientClose," "we," "us," or "our"), which operates the ClientClose service at {{websiteLabel}} (the "Service"). By creating an account or using the Service, you agree to these Terms. If you do not agree, do not use the Service.
ClientClose is a software tool that helps bookkeepers and accountants collect documents from their clients. It lets you build document checklists, invite your clients to upload files through a secure link, track completion, and send automated reminder emails. ClientClose is a productivity tool only — it is not an accounting, tax, legal, or financial-advisory service, and we do not review, audit, or verify the documents collected.
You must be at least 18 years old and able to form a binding contract to use the Service. You are responsible for the information you provide, for keeping your password secure, and for all activity under your account. Notify us at {{supportEmail}} if you suspect unauthorized use.
You may invite your own clients ("End Clients") to upload documents. You are responsible for having the right to collect those documents, for how you use them, and for your relationship with your End Clients. With respect to End-Client documents and personal information collected through the Service, you act as the data controller and ClientClose acts as your service provider/processor, as described in our Privacy Policy. You will not use the Service to collect documents unlawfully or without the necessary consent.
You may cancel at any time from your account settings or by emailing {{supportEmail}}. Cancellation stops future renewals; you keep access until the end of the current billing period. Refunds are governed by our Refund Policy, which includes a {{refundDays}}-day money-back guarantee for new customers.
You agree not to:
The Service, including its software, design, and branding, is owned by ClientClose and its licensors and is protected by law. We grant you a limited, non-exclusive, non-transferable right to use the Service per these Terms. You retain all rights to the documents and data you and your End Clients upload ("Customer Data"); you grant us a limited license to host, process, and transmit Customer Data solely to provide the Service.
The Service relies on third-party providers (including Stripe for payments, Resend for email, Cloudflare for file storage and network, and our hosting and database providers). Your use of the Service may be subject to those providers' terms, and we are not responsible for their acts or omissions.
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. We do not warrant that the Service will be uninterrupted, error-free, or that documents will never be lost; you are responsible for keeping your own copies of important documents.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, CLIENTCLOSE AND ITS OPERATORS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF DATA, PROFITS, OR REVENUE. OUR TOTAL LIABILITY FOR ANY CLAIM ARISING OUT OF OR RELATING TO THE SERVICE WILL NOT EXCEED THE AMOUNT YOU PAID US IN THE 12 MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM.
You agree to indemnify and hold harmless ClientClose and its operators from any claims, damages, or expenses arising out of your use of the Service, your Customer Data, your relationship with your End Clients, or your violation of these Terms or applicable law.
We may suspend or terminate your access if you violate these Terms, fail to pay, or use the Service in a way that risks harm to us or others. You may stop using the Service at any time. Upon termination, your right to use the Service ends; we may delete Customer Data after a reasonable period, so export anything you need first.
We may update these Terms from time to time. If we make material changes, we will provide reasonable notice (for example, by email or in-app). Your continued use after changes take effect constitutes acceptance.
These Terms are governed by the laws of the State of {{governingState}}, United States, without regard to its conflict-of-laws rules. The courts located in {{governingState}} will have exclusive jurisdiction over any disputes, unless applicable law requires otherwise.
Questions about these Terms? Email {{supportEmail}} or write to {{ownerName}}, {{mailingAddress}}.