Accounting Software Terms Scanner

Analyze terms of service from accounting and bookkeeping platforms. Understand financial data ownership, bank connection terms, and tax record retention before trusting your books to a platform.

📒 Financial Data Focus

Critical Accounting Provisions

Key terms that impact your financial records, compliance, and business continuity.

💰 Financial Data Ownership

Who owns your transaction records, invoices, and financial reports. Critical for understanding data access if you switch platforms or the company shuts down.

Critical

🏦 Bank Connection Terms

Terms governing bank feeds, Plaid/Yodlee connections, and automated transaction imports. Review liability for connection failures or errors.

Critical

📊 Report & Export Rights

Your ability to export complete financial records, reports, and historical data in standard formats (CSV, QBO, PDF).

High Risk

📅 Tax Record Retention

How long financial records are retained and whether they meet IRS/tax authority requirements (typically 7 years for business records).

High Risk

👤 Accountant Access Terms

Terms for granting accountant/bookkeeper access, collaboration features, and what permissions third-party users receive.

Medium Risk

🔐 Security & SOC Compliance

Security certifications, encryption standards, and compliance frameworks protecting your sensitive financial data.

Medium Risk

Standard Legal Provisions

📋
Terms Modification Rights
🔐
Account Termination
⚠️
Liability Limitations
🌍
Governing Law
⚖️
Arbitration Clauses
🚫
Class Action Waiver
💳
Billing & Refund Terms
🔄
Uptime Guarantee

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Scan Accounting Terms

Paste the terms of service from any accounting platform to identify key provisions affecting your financial data and compliance.

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