Terms and conditions

Effective Date: 1 October 2025

Last Updated: 9 February 2026

Please carefully review these Terms before using TidyBooks.

By using TidyBooks, you acknowledge that you have read, understood, and agree to these Terms and Conditions. If you do not agree, please do not use the service.

Interpretation and Definitions

Interpretation

Capitalized words carry meanings defined below, whether singular or plural.

Definitions

  • Account: A unique account created for you to access TidyBooks.
  • Company ("we," "us," or "our"): TidyBooks.
  • Content: Data, documents, or materials uploaded, forwarded, or submitted by users.
  • Device: Any tool (computer, phone, tablet) used to access TidyBooks.
  • Service: The TidyBooks platform, accessible at https://tidybooks.tax.
  • Subscription: Paid access to enhanced features of TidyBooks.
  • Third-Party Services: External services you connect to TidyBooks, including accounting software (QuickBooks, Xero), cloud storage (Google Drive, OneDrive, Dropbox), email providers (Gmail, Outlook), and messaging platforms (WhatsApp).
  • Team: An accountant practice or professional services firm entity that manages multiple client organizations. The term "Team" is used interchangeably with "Accountant Practice" throughout these Terms.
  • Managed Client: A client organization fully managed by an accountant team without a separate client user account.
  • You: Individual or entity accessing TidyBooks.

Acknowledgment

By using TidyBooks, you agree to these Terms and confirm you're a legal adult (at least 18 years old or the age of majority in your jurisdiction). TidyBooks is not intended for minors, and minors are prohibited from using the Service.

Please also review our Privacy Policy to understand how we handle data.

Use of Service

You agree to:

  • Use TidyBooks solely for storing, organizing, managing, and exporting your business documents, especially financial documents.
  • Provide accurate and up-to-date account information.
  • Comply with all applicable laws.
  • Maintain the confidentiality of your account credentials and connected service tokens.

Prohibited Uses

You may not:

  • Attempt to exploit or interfere with the security of TidyBooks.
  • Reverse-engineer or copy any part of the Service.
  • Use automated tools (bots, scrapers) to extract information beyond normal Service use.
  • Upload unlawful or harmful content.
  • Share account access credentials with unauthorized parties.
  • Use the Service to process documents for which you do not have authorization.
  • Circumvent usage limits, quotas, or licensing restrictions.

Prohibited Information

You must not submit or upload content that:

  • Is defamatory, obscene, racist, or hate speech.
  • Violates intellectual property rights.
  • Contains malware, viruses, or malicious code.
  • Harasses others or causes legal liability.
  • Is unlawful in your jurisdiction.
  • Contains illegal documents or materials of any kind.
  • Contains pornographic content, adult materials, or sexually explicit content.
  • Includes any form of illegal, fraudulent, or unauthorized documents.

Document Uploads and Email Forwarding

  • You may upload documents in bulk via the platform or connected Third-Party Services.
  • Each business account includes a unique, secure TidyBooks email address for forwarding documents.
  • If you believe your unique email address has been compromised, you may generate a new one from within your account.
  • It is your sole responsibility to safeguard access to your forwarding address. You must take reasonable precautions to prevent unauthorized parties from accessing or using your unique inbox email address.
  • Inbox Usage and Quota Protection: If malicious actors or third parties send unsolicited emails to your unique inbox address, this may consume your document processing quota. TidyBooks is not responsible for quota usage resulting from such unauthorized submissions and cannot provide quota refunds or reversals for negligence on your part in protecting your inbox address.
  • In the event of spam or unauthorized usage, you should immediately regenerate your unique inbox email address through your account settings to prevent further unauthorized submissions.

Third-Party Integrations

Accounting Software (QuickBooks, Xero)

  • You may connect your QuickBooks Online or Xero accounts to TidyBooks to sync categories, vendors, tax rates, and export documents.
  • By connecting these services, you authorize TidyBooks to access, read, and write data to your accounting software as necessary to provide our Service.
  • TidyBooks is not responsible for errors, data loss, or discrepancies in your accounting software resulting from synced or exported data. You are responsible for reviewing and verifying all exported transactions.
  • You acknowledge that accounting software providers may change their APIs, terms, or access permissions at any time, which may affect Service functionality.

Cloud Storage Services (Google Drive, OneDrive, Dropbox)

  • You may connect cloud storage accounts to extract, monitor, and export documents.
  • By enabling folder monitoring, you authorize TidyBooks to receive notifications of file changes and automatically process new documents matching your configured filters.
  • TidyBooks downloads and processes files from your connected cloud storage. Original files in your cloud storage remain under your control.
  • You are responsible for ensuring you have the right to process documents stored in shared folders or shared drives.

Email Services (Gmail, Outlook)

  • You may connect email accounts to extract documents from email attachments.
  • By enabling email extraction or monitoring, you authorize TidyBooks to access your emails and attachments as necessary to identify and process documents.
  • TidyBooks processes only emails matching your configured filters (date ranges, senders, folders, etc.).

Messaging Services (WhatsApp)

  • You may connect your phone number via WhatsApp to send documents directly to TidyBooks.
  • WhatsApp integration requires verification of your phone number via OTP.
  • Documents received via WhatsApp are subject to the same processing and storage terms as other uploaded documents.
  • WhatsApp media files may expire on Meta's servers; TidyBooks stores copies of received media but cannot retrieve expired media from WhatsApp.

Your Responsibilities

  • You are responsible for maintaining the security of your connected third-party accounts, including enabling two-factor authentication (2FA) and using strong passwords where available.
  • You are responsible for ensuring your third-party accounts meet any security requirements mandated by your organization or applicable regulations.
  • You must have proper authorization to connect accounts you do not personally own.
  • You may disconnect any third-party account at any time from your account settings.

How We Access Connected Accounts

  • We use OAuth access tokens provided by the third-party services for server-to-server communication only.
  • We do not store your third-party account passwords.
  • Access tokens are encrypted at rest and are only used to perform the specific functions you have authorized.
  • You can revoke our access at any time through your TidyBooks account settings or directly through the third-party service's security settings.

General Third-Party Terms

  • You are solely responsible for complying with the terms of service of any Third-Party Services you connect.
  • TidyBooks may store encrypted access tokens for connected services. You may revoke access at any time through your account settings or the third-party service's settings.
  • Third-Party Services may rate-limit, suspend, or modify API access without notice, which may temporarily affect TidyBooks functionality.

When you connect a third-party service, you are also subject to that service's terms of service and privacy policy. We are not responsible for the practices of third-party services.

For details on what data we access from connected services, please see our Privacy Policy.

AI Processing and Data Handling

  • TidyBooks uses AI and OCR technology to extract and categorize data from your documents.
  • Extracted data may include vendor details, dates, amounts, tax information, and document classifications.
  • Your documents are never used to train our AI models.
  • AI processing results are provided for convenience and may contain errors. You are responsible for reviewing and verifying extracted data before use in accounting, tax filings, or other business purposes.
  • All processing is done securely, and results remain private to your account.
  • For details on how your data is handled, please see our Privacy Policy.

Accountant Teams and Managed Clients

Team Accounts

  • Accountant practices may subscribe to Team plans to manage multiple client organizations.
  • Team subscriptions operate on a license-based model. Each license permits management of one client organization.
  • Team administrators are responsible for all activities conducted by team members under their Team account.

Managed Clients

  • Teams may create fully managed client organizations that do not require separate client user accounts.
  • Managed client data remains the property of the client, with the Team acting as an authorized processor.
  • If a Team subscription is cancelled or expires, managed client organizations will have a 90-day grace period before automatic deletion.
  • We will send warning notifications to Team administrators at 60 and 80 days before deletion of orphaned managed client data.

Client Invitations

  • Teams may invite clients via email invitation or shareable invitation codes.
  • Invitation codes and links expire according to the timeframes specified in the invitation.
  • Teams are responsible for ensuring invitations are sent only to authorized recipients.

Subscriptions

Subscription Options and Cancellation

Subscriptions provide access to premium features. You can cancel anytime, but charges remain effective through the current billing cycle.

Automatic Renewal

Subscriptions automatically renew unless cancelled before the renewal date.

Subscription Limitations

Only one subscription plan per account is permitted. Team subscriptions are per-team, not per-user.

Usage Limits and Fair Use

Subscription plans include usage limits (documents per month, storage, etc.). Usage beyond plan limits may result in additional charges, reduced processing priority, or temporary feature restrictions until the next billing cycle.

Managing Subscriptions

Subscriptions are managed securely via our Billing Portal, powered by LemonSqueezy. We reserve the right to change payment processors at our discretion in the future.

Pricing Model Changes

We may change pricing with prior notice, effective at your next billing cycle.

Affiliate Program

Program Operation

TidyBooks operates an affiliate program that is powered by LemonSqueezy, our payment processing partner. The affiliate program allows eligible participants to earn referral commissions for successfully referring new customers to our Service.

Commission Structure

Referral commissions are determined and displayed within the LemonSqueezy affiliate portal. Commission rates and structures are subject to change at our sole discretion without prior notice. Current commission information is available to approved affiliates through their LemonSqueezy dashboard.

Program Changes

We reserve the right to modify, suspend, or discontinue the affiliate program at any time at our sole discretion. This includes, but is not limited to, changes in commission rates, payment terms, eligibility requirements, and the underlying platform provider.

Third-Party Platform

The affiliate program is administered through LemonSqueezy's platform. By participating in the affiliate program, you acknowledge that you will be subject to LemonSqueezy's terms of service and policies in addition to these Terms. We may change the affiliate platform provider at our discretion in the future.

Use of Customer Logos

By signing up for and using our Service, you grant TidyBooks permission to display your company's logo on our website and marketing materials to indicate that you are a customer. If you do not wish for your logo to be used, please notify us in writing.

Data Retention and Deletion

Active Accounts

While your account is active, your documents and data are retained according to your subscription plan.

Account Deletion

You may request deletion of your account and associated data at any time. Upon deletion request:

  • Your account and personal data will be deleted within 30 days.
  • Documents and extracted data will be permanently deleted.
  • Some data may be retained for legal compliance, dispute resolution, or enforcement of these Terms.

Organization Deletion

Organizations may be deleted by owners. A grace period may apply to allow for data export before permanent deletion.

Managed Client Data

Managed client data orphaned due to Team subscription cancellation will be deleted after 90 days, following warning notices.

Intellectual Property

Our Intellectual Property

TidyBooks, including its software, design, logos, and documentation, is owned by us and protected by intellectual property laws. You may not copy, modify, distribute, or create derivative works without our written consent.

Your Content

You retain ownership of all Content you upload to TidyBooks. By uploading Content, you grant us a limited, non-exclusive license to store, process, and display your Content solely for the purpose of providing the Service.

Feedback

Any feedback, suggestions, or ideas you provide about the Service may be used by us without obligation to you.

Indemnification

You agree to indemnify and hold harmless TidyBooks from claims arising from:

  • Your use of the Service.
  • Breach of these Terms.
  • Violations of third-party rights.
  • Unauthorized use of your account.
  • Illegal activities connected with your use of the Service.
  • Data exported to Third-Party Services through your account.
  • Actions taken by team members under Team accounts you administer.

Warranty Disclaimer

TidyBooks is provided "AS IS" and "AS AVAILABLE", without warranties of:

  • Accuracy, reliability, or completeness of AI-extracted data.
  • Uninterrupted or error-free Service availability.
  • Compatibility with all Third-Party Services.
  • Fitness for any particular purpose.

Limitation of Liability

TidyBooks is not liable for:

  • Indirect, incidental, consequential, or punitive damages arising from your use of the Service.
  • Data loss resulting from Third-Party Service changes, outages, or API modifications.
  • Errors in AI-processed or OCR-extracted data.
  • Actions taken based on exported data in accounting software.
  • Loss of revenue, profits, or business opportunities.

Our total liability for any claims shall not exceed the amount you paid to us in the twelve (12) months preceding the claim.

Governing Law

These Terms are governed by the laws of Victoria, Australia.

Dispute Resolution

Any disputes arising from these Terms shall first be attempted to be resolved through good-faith negotiation. If negotiation fails, disputes shall be submitted to binding arbitration in Melbourne, Australia, except that either party may seek injunctive relief in any court of competent jurisdiction.

Changes to Services

We may modify, suspend, or discontinue any part of the Service at any time without prior notice. We will make reasonable efforts to notify you of material changes that affect your use of the Service.

Changes to These Terms

We may update these Terms at any time. Material changes will be communicated via email or prominent notice on the Service. Continued use of the Service after updates constitutes acceptance.

Termination

Account Termination by TidyBooks

We reserve the right to immediately terminate your account and delete all associated data and files at our sole discretion, including but not limited to cases where:

  • You violate any of these Terms of Service.
  • You upload prohibited content as defined in the "Prohibited Information" section.
  • You engage in illegal activities through the Service.
  • You provide false information during registration or use.
  • Your account is used in a manner that threatens the security or integrity of our Service.
  • You abuse Third-Party Service integrations in ways that may affect our API access or reputation.

Data Deletion

Upon termination for Terms violations, we reserve the right to permanently delete your account and all associated data, documents, and files without prior notice or the ability to recover such data. This deletion is irreversible.

No Refunds for Violations

No refunds will be provided for subscription fees if your account is terminated due to violations of these Terms.

Severability

If any provision of these Terms is found to be unenforceable, the remaining provisions shall continue in full force and effect.

Entire Agreement

These Terms, together with our Privacy Policy and any additional agreements you enter into with us, constitute the entire agreement between you and TidyBooks regarding the Service.

Contact Us

For questions or concerns, contact us:

Terms and conditions | TidyBooks