Terms and Conditions

1. About these Terms

These Terms and Conditions (Terms) set out the basis on which Advancr (we, us, our) provides bookkeeping and related financial record services to our clients (you).

By subscribing to our services, making a payment or engaging us, you agree to be bound by:

• these Terms, and
• any Engagement Letter or service schedule issued to you.

If there is any inconsistency, the Engagement Letter prevails to the extent of the inconsistency.

2. Our Services

We provide bookkeeping and small business financial record services which may include reconciliation, transaction processing, document collection, reporting and related support, as described in your Engagement Letter or subscription plan.

Unless expressly agreed, our services do not include taxation, legal, financial planning or audit advice.

Where BAS services are provided, the scope is as described in your Engagement Letter.

3. Your Responsibilities

You are responsible for:

• providing full, accurate and timely records and information
• ensuring we are authorised to access relevant systems and integrations
• retaining your original source records
• reviewing reports and outputs we provide
• seeking appropriate tax, legal or financial advice where required.

You acknowledge that our services and outputs are prepared based on information provided by you and third-party systems, which we are not engaged to verify.

4. Use of Third-Party & Cloud Tools

Our services are delivered using cloud platforms, accounting software, integrations, document collection tools and automation or AI-assisted processing tools.

Some providers may store or process information in locations outside Australia.

We take reasonable steps to select reputable service providers and manage information in line with our Privacy Policy.

5. Subscription Plans, Fees & Payment

Our services are provided on a pre-paid subscription basis.

The first month's fee is payable upfront before onboarding continues.

Work for each billing period is performed during the paid period.

Ongoing fees are billed in advance for each monthly period.

Fees are non-refundable, except as required by law. If you cancel during a paid period, services will continue for that period and then cease.

We may make across-the-board fee changes to subscription plans. We will provide at least 90 days' notice. If you do not agree to the change, you may cancel before the new fees take effect.

6. Service Scope & Reliance

Our services are provided for general bookkeeping and records-management purposes only. They are not taxation, financial or legal advice.

You remain responsible for management decisions and for reviewing and approving outputs before relying on them.

We are not responsible for loss arising from:

• incomplete, inaccurate or late information you provide
• errors or delays in external systems or bank feeds
• your failure to review or approve outputs in a timely manner.

7. Confidentiality & Privacy

We will keep your confidential information confidential, except where disclosure is required by law or authorised by you or necessary to deliver the services.

Personal information is handled in accordance with our Privacy Policy, which forms part of these Terms.

8. Data Security & Access

We take reasonable steps to protect information from misuse, interference, loss and unauthorised access.

However, no system or online platform is completely secure and we do not guarantee uninterrupted or error-free operation.

9. Intellectual Property

You retain ownership of your records and business data.

We retain ownership of our materials, methodologies, processes and internal documents. You are granted a non-exclusive licence to use deliverables we provide for your internal business purposes.

10. Limitation of Liability

Nothing in these Terms excludes or restricts any rights that cannot be excluded under the Australian Consumer Law.

To the extent permitted by law, our liability arising in connection with the services is limited to the greater of:

• resupplying the services, or
• paying the cost of having the services supplied again, or
• an amount equal to the fees paid by you for the services in the 12 months before the event giving rise to the claim.

We are not liable for indirect or consequential loss, loss of profit, loss of opportunity or business interruption, except where caused by our gross negligence, fraud or wilful misconduct.

You indemnify us for loss we incur arising from inaccurate, incomplete or unlawfully supplied information provided by you, except to the extent caused by our negligence.

11. Client Platforms & Integrations

You are responsible for:

• maintaining your system access credentials, and
• the availability, accuracy and behaviour of external systems and data feeds.

Third-party platform downtime or limitations may affect outputs.

12. Suspension or Termination

Either party may terminate an ongoing subscription in accordance with the notice period in your Engagement Letter or plan.

We may suspend or terminate services where:

• fees remain unpaid
• misuse or unauthorised activity is reasonably suspected, or
• continuing service would breach a legal or professional obligation.

After termination, we will take reasonable steps to provide access to your records in a commonly used format, subject to lawful retention requirements.

13. Record Retention

We retain records for as long as reasonably necessary to deliver services, meet legal and tax obligations and manage business operations, in line with our Privacy Policy.

14. Governing Law

These Terms are governed by the laws of Queensland, Australia. You submit to the non-exclusive jurisdiction of the courts of Queensland and the Commonwealth of Australia.

15. Changes to These Terms

We may update these Terms from time to time. The latest version will be made available on our website or on request.

Continued use of our services after an update constitutes acceptance of the revised Terms.

16. Contact

Email: [email protected]