End-user agreement

1. Access and permitted use

You must be at least 18 and legally able to enter this Agreement. Subject to these terms and your selected plan, we grant you a limited, nonexclusive, nontransferable right to access RocketSum for your organization’s legitimate business activities. A bookkeeping firm may use its authorized workspaces to serve clients with their permission. No ownership of RocketSum software or branding transfers to you.

Provide accurate account details, protect your credentials, and ensure that invited users have appropriate roles. You are responsible for activity under accounts you control and for notifying us promptly about suspected unauthorized access.

2. Your records and responsibilities

You retain rights to the information, files and signature images you submit. You authorize us and our service providers to host, process, transmit and display that content as necessary to provide and secure the service and carry out your instructions. You are responsible for having the permissions and legal basis needed to upload and use it.

Check transaction details, balances, tax treatment, payees, amounts, signatures, document layouts and recipients before posting, printing or sending. Uploading a signature authorizes its use only within the printing workflows you and your authorized users select. Maintain independent copies of records needed for legal, tax or business purposes. You remain responsible for required filings, payments, record retention and professional review.

3. QuickBooks and other connections

RocketSum is independently operated and is not Intuit or QuickBooks. Intuit and QuickBooks are trademarks of their respective owner. Use of an integration does not imply endorsement. To import QuickBooks information, an authorized user must sign in with Intuit and grant access to the selected company. Never provide your QuickBooks password to RocketSum or its support staff.

You choose the information to import and authorize us to retrieve and process it for your workspace. Imported records may require mapping, reconciliation, review or manual correction. Not every source feature, attachment, transaction or historical record is guaranteed to transfer or become an operational ledger entry. An import is not a guarantee of a complete backup, migration or exact feature equivalence. The import workflow does not write back to QuickBooks.

You can disconnect or revoke provider access. Imported records remain until separately removed under applicable retention requirements and authorized deletion instructions. Intuit, Stripe, email services and other providers have separate agreements, availability limits and charges. We do not control their approval decisions, outages or policy changes.

4. Features and financial services

Features depend on your plan, configuration, company permissions and connected providers. A visible payment, payroll, banking or tax section does not establish that money movement, live feeds, tax calculations or filings are enabled. A document marked saved, prepared or printed is not proof that a payment cleared, an email was delivered or a tax return was filed. Review the status and provider confirmation for each action.

RocketSum provides software, not legal, tax, investment or professional accounting advice. We are not your bank, fiduciary or payroll tax agent merely because you use the workspace. Obtain qualified advice where your circumstances require it.

5. Plans, fees and cancellation

Any paid plan’s price, billing period, applicable taxes, included features and renewal terms must be disclosed when you subscribe. By completing a paid subscription, you authorize the disclosed charges and any renewal expressly included at checkout. Promotions and coupons apply only under their displayed conditions; they have no cash value unless stated otherwise.

You may request cancellation through available billing controls or by contacting us. Cancellation stops future renewals according to the disclosed plan terms; it does not automatically delete company records. Refunds, if any, follow the terms shown at purchase and mandatory law. We will give notice before changes to recurring prices take effect. Provider processing fees may be charged separately under your provider agreement. No additional paid service is purchased merely by reading this Agreement.

6. Acceptable use

Do not use RocketSum for unlawful or fraudulent activity, unauthorized access to another company’s data, forged checks or signatures, spam, infringement or other harm. Do not bypass access controls, distribute malware, scrape private information, disrupt the service or resell unauthorized access. Reverse engineering restrictions apply only to the extent permitted by law and do not restrict rights that cannot lawfully be excluded.

7. Privacy and confidential information

Our Privacy Policy explains information handling, service providers, disconnection, retention and privacy requests. Limit sensitive information to what is necessary and use authorized sharing controls. We use your confidential business content to provide and protect the service and as otherwise described in that policy or required by law. Public invoice links and messages disclose the content you choose to share with their recipients.

8. Availability, suspension and ending access

We may maintain, update or change RocketSum and may suspend access when reasonably necessary for security, unlawful activity, material breach or unpaid disclosed charges. Where practical and lawful, we will give notice and an opportunity to resolve the issue. Either party may end the service relationship by notice, subject to outstanding payment and legal obligations.

Before ending use, export available records you need and contact us about any additional access or deletion request. We cannot guarantee indefinite storage or continued access after termination. Terms concerning payment obligations, ownership, confidentiality, limitations and disputes survive to the extent relevant.

9. Warranties and limits of liability

To the extent permitted by law, RocketSum is provided “as is” and “as available,” without implied warranties of merchantability, fitness for a particular purpose or noninfringement. We do not guarantee uninterrupted service, error-free calculations, complete imports or that the software meets every regulatory requirement. Nothing excludes statutory guarantees or rights that cannot lawfully be excluded.

To the extent permitted by law, neither party is liable to the other for indirect, consequential, special or punitive damages, or lost profits arising from this Agreement. Our total liability arising from RocketSum is limited to the greater of US$100 or the fees you paid us for RocketSum during the 12 months preceding the event giving rise to the claim. These exclusions and limits do not apply to fraud, willful misconduct or liabilities that applicable law does not permit us to limit.

10. Changes, governing law and contact

We may update this Agreement by posting a revised effective date and giving notice of material changes where required. Changes do not retroactively alter accrued claims. If you do not accept revised terms, stop using the service and cancel any subscription before the revised terms take effect.

Georgia law governs this Agreement, excluding conflict-of-law rules, except where mandatory local law provides otherwise. The parties may bring disputes in courts with appropriate jurisdiction in Georgia, subject to any nonwaivable rights to bring a claim elsewhere. This Agreement does not require arbitration or waive nonwaivable consumer rights.

Questions, cancellation requests and notices: amistry@mistrysgroup.com. Mistrys Group LLC, 2128 Athens Hwy, Gainesville, GA 30507-7404, United States.