Choose The Most Professional Bookkeeping Solution At The Lowest Cost For Your Clients
For Accountants
Standardized, Accurate Bookkeeping Data
Ensure you’re working with the highest quality data to maximize your own firm’s efficiency when it comes to tax filings. As your outsourcing partner, you’ll be able to grow your business exponentially by minimizing the headaches.
Customized Solutions for your Clients
Give us your clients’ filing deadlines and we’ll ensure nothing falls between the cracks. You’ll be able to speak directly with each client’s designated bookkeeper. Want us to communicate directly with your clients? We can accommodate that as well.
Expect a Year-End Package for Each Client
When it comes time for your clients’ financial year-end, we will send you a complete package of documents so you’ll have everything you need in one place.
Flexible Partnership Pricing
Access discounted pricing across all our packages for your clients, either as a reseller (we invoice you directly), or as a partner (we invoice your clients directly)
Booksify’s Responsibilities
Booksify will perform such bookkeeping, payroll and consulting duties as required per this agreement. A copy of all Client’s provided documents will be stored on Booksify’s cloud-based software only so long as the Client retains Booksify for its services. Upon termination of this agreement, all records related to reports produced for Clients, receipts and all other materials, both in soft and hard copy, will be removed from the Booksify system.
Client’s Responsibilities
It is understood and agreed that your responsibilities are as follows:
(a) You will review and approve all journal entries, transaction classifications, and account codes determined or changed by our firm.
(b) You will supply all necessary information and be responsible for its accuracy and completeness.
(c) For us to complete this engagement in a timely and efficient manner, we require unrestricted access to all documents concerning your financial transactions. Including but not limited to; bank statements, cancelled checks, summaries of deposits and sales, a listing of accounts payable and accounts receivable, leases, loans, and any other financial information necessary that impacts your bookkeeping records. If you keep records in QuickBooks or other accounting software, you agree to have the most current updates, patches etc. such that your system will be compatible with the current operating system standards.
(d) You are responsible for designing and implementing controls to prevent and detect fraud and informing us about all known or suspected fraud impacting the company
(e) You are responsible for identifying and ensuring that the entity complies with applicable laws and regulations.
Limitation of Liability
Our maximum liability to you arising for any reason relating to services rendered under this letter shall be limited to the amount of fees you paid for these services. In the event of a claim by a third party relating to services under this letter, you will indemnify us from all such claims, liabilities, costs and expenses, except to the extent determined to have resulted from our intentional or deliberate misconduct. If any dispute arises (between/among) the parties hereto, the parties agree first to try in good faith to settle the dispute through non-binding mediation. The costs of mediation shall be shared equally by the parties.
The parties agree that, if any dispute cannot be settled through mediation, the dispute may then be brought before a court of competent jurisdiction, but the matter will ultimately be decided by the court, sitting without a jury. The parties recognize they have knowingly and voluntarily agreed to waive all rights to have any such dispute determined by a jury, but otherwise retain all rights afforded under the applicable civil justice system. This Agreement, and the rights and obligations of the Parties hereunder, shall be governed by and construed in accordance with the laws of Nova Scotia.
Fees
Please note that the fees quoted in this agreement are specific to the service plan your business has chosen. If at any point after this agreement has been executed, the scope of work required for your business changes, i.e. your business’ service requirements increase/decrease due to a change in your business’ activity level and therefore your business shifts into a different service plan, you will be notified by email that your company will need to be moved into a new service plan and that fees may change.
Please be advised that all prices for our services are stated in Canadian dollars (CAD). If your business requires additional services to those listed on our website, you will be notified in advance that an Adjustment Fee will be charged in order to render these additional services.
Any out-of-pocket expenses that are incurred in the course of rendering the services will be billed in addition to the stated fee. If there is reason for further work, including changes to financial information, which may result in additional fees, we will obtain your approval before proceeding with such work.
It is agreed this invoice will be paid upon receipt. Interim bills may be charged as required, which must also be paid upon receipt. Any amounts outstanding will be charged interest at 1% per month (12% per annum).
The above fees do not include any follow up work required as a result of assessments, requests for information required by the taxation authorities or government audits.
Booksify reserves the right to assign unpaid invoices to a third-party collections agency. Any invoices assigned will be subject to a 25% surcharge. Invoices past-due for more than 30 days will be subject to a monthly late fee of $50.
Cancellation policy
Clients are required to provide a notice of cancellation no less than 30 days prior to their desired cancellation date, otherwise it will result in a cancellation fee. The fee amount will be equal to the reserved services (for that month) charge plus $20 + applicable taxes.
Confidentiality & Acceptance of Terms
All data provided by your company to Booksify will be kept private & confidential. No data will be disclosed to any third parties, without your consent, unless requested by government authorities.
The services provided under this engagement are not designed to detect fraud or error. Our engagement cannot be relied on to disclose errors, irregularities, or illegal acts, including fraud or embezzlement, that may exist. We will inform the appropriate level of management specifically designated by you, of any material errors, irregularities, or illegal acts which come to our attention, unless they are clearly inconsequential.
PERSONAL INFORMATION WE COLLECT
When you visit the Site, we automatically collect certain information about your device, including information about your web browser, IP address, time zone, and some of the cookies that are installed on your device. Additionally, as you browse the Site, we collect information about the individual web pages or products that you view, what websites or search terms referred you to the Site, and information about how you interact with the Site. We refer to this automatically collected information as “Device Information.”
We collect Device Information using the following technologies:
- “Cookies” are data files that are placed on your device or computer and often include an anonymous unique identifier. For more information about cookies, and how to disable cookies, visit http://www.allaboutcookies.org.
- “Log files” track actions occurring on the Site, and collect data including your IP address, browser type, Internet service provider, referring/exit pages, and date/time stamps.
- “Web beacons,” “tags,” and “pixels” are electronic files used to record information about how you browse the Site.
Additionally, when you make a purchase or attempt to make a purchase through the Site, we collect certain information from you, including your name, billing address, shipping address, payment information (including credit card numbers, email address, and phone number. We refer to this information as “Order Information.”
When we refer to “Personal Information” in this Privacy Policy, we are referring to Device Information and Order Information.
HOW DO WE USE YOUR PERSONAL INFORMATION?
We use the Order Information that we collect generally to fulfil any orders placed through the Site (including processing your payment information and providing you with invoices and/or order confirmations). Additionally, we use this Order Information to:
Communicate with you, screen our orders for potential risk or fraud, and when in line with the preferences you have shared with us, provide you with information or advertising relating to our products or services.
We use the Device Information that we collect to help us screen for potential risk and fraud (in particular, your IP address), and more generally to improve and optimize our Site (for example, by generating analytics about how our customers browse and interact with the Site, and to assess the success of our marketing and advertising campaigns).
SHARING YOUR PERSONAL INFORMATION
We share your Personal Information with third parties to help us use your Personal Information, as described above. We also use Google Analytics to help us understand how our customers use the Site - you can read more about how Google uses your Personal Information here: https://www.google.com/intl/en/policies/privacy/. You can also opt-out of Google Analytics here: https://tools.google.com/dlpage/gaoptout.
Finally, we may also share your Personal Information to comply with applicable laws and regulations, to respond to a subpoena, search warrant or other lawful request for information we receive, or to otherwise protect our rights.
DATA RETENTION
When you place an order through the Site, we will maintain your Order Information for our records until you request to have us delete this information.
CHANGES
We may update this Privacy Policy from time to time in order to reflect. For example, changes to our practices or for other operational, legal or regulatory reasons.
CONTACT US
For more information about our privacy practices, if you have questions, or if you would like to make a complaint, please contact us by e-mail at support@booksify.ca, or by mail using the details provided below:
620 Nine Mile Drive, Suite 208, Bedford, NS, B4A 0H4, Canada
Booksify’s Responsibilities
Booksify will perform such bookkeeping, payroll and consulting duties as required per this agreement. A copy of all Client’s provided documents will be stored on Booksify’s cloud-based software only so long as the Client retains Booksify for its services. Upon termination of this agreement, all records related to reports produced for Clients, receipts and all other materials, both in soft and hard copy, will be removed from the Booksify system.
Client’s Responsibilities
It is understood and agreed that your responsibilities are as follows:
(a) You will review and approve all journal entries, transaction classifications, and account codes determined or changed by our firm.
(b) You will supply all necessary information and be responsible for its accuracy and completeness.
(c) For us to complete this engagement in a timely and efficient manner, we require unrestricted access to all documents concerning your financial transactions. Including but not limited to; bank statements, cancelled checks, summaries of deposits and sales, a listing of accounts payable and accounts receivable, leases, loans, and any other financial information necessary that impacts your bookkeeping records. If you keep records in QuickBooks or other accounting software, you agree to have the most current updates, patches etc. such that your system will be compatible with the current operating system standards.
(d) You are responsible for designing and implementing controls to prevent and detect fraud and informing us about all known or suspected fraud impacting the company
(e) You are responsible for identifying and ensuring that the entity complies with applicable laws and regulations.
Limitation of Liability
Our maximum liability to you arising for any reason relating to services rendered under this letter shall be limited to the amount of fees you paid for these services. In the event of a claim by a third party relating to services under this letter, you will indemnify us from all such claims, liabilities, costs and expenses, except to the extent determined to have resulted from our intentional or deliberate misconduct. If any dispute arises (between/among) the parties hereto, the parties agree first to try in good faith to settle the dispute through non-binding mediation. The costs of mediation shall be shared equally by the parties.
The parties agree that, if any dispute cannot be settled through mediation, the dispute may then be brought before a court of competent jurisdiction, but the matter will ultimately be decided by the court, sitting without a jury. The parties recognize they have knowingly and voluntarily agreed to waive all rights to have any such dispute determined by a jury, but otherwise retain all rights afforded under the applicable civil justice system. This Agreement, and the rights and obligations of the Parties hereunder, shall be governed by and construed in accordance with the laws of Nova Scotia.
Fees
Please note that the fees quoted in this agreement are specific to the service plan your business has chosen. If at any point after this agreement has been executed, the scope of work required for your business changes, i.e. your business’ service requirements increase/decrease due to a change in your business’ activity level and therefore your business shifts into a different service plan, you will be notified by email that your company will need to be moved into a new service plan and that fees may change.
Please be advised that all prices for our services are stated in Canadian dollars (CAD). If your business requires additional services to those listed on our website, you will be notified in advance that an Adjustment Fee will be charged in order to render these additional services.
Any out-of-pocket expenses that are incurred in the course of rendering the services will be billed in addition to the stated fee. If there is reason for further work, including changes to financial information, which may result in additional fees, we will obtain your approval before proceeding with such work.
It is agreed this invoice will be paid upon receipt. Interim bills may be charged as required, which must also be paid upon receipt. Any amounts outstanding will be charged interest at 1% per month (12% per annum).
The above fees do not include any follow up work required as a result of assessments, requests for information required by the taxation authorities or government audits.
Booksify reserves the right to assign unpaid invoices to a third-party collections agency. Any invoices assigned will be subject to a 25% surcharge. Invoices past-due for more than 30 days will be subject to a monthly late fee of $50.
Service fees listed on the website are subject to change.
Cancellation policy
Clients are required to provide a notice of cancellation no less than 30 days prior to their desired cancellation date, otherwise it will result in a cancellation fee. The fee amount will be equal to the reserved services (for that month) charge plus $20 + applicable taxes.
Confidentiality & Acceptance of Terms
All data provided by your company to Booksify will be kept private & confidential. No data will be disclosed to any third parties, without your consent, unless requested by government authorities.
The services provided under this engagement are not designed to detect fraud or error. Our engagement cannot be relied on to disclose errors, irregularities, or illegal acts, including fraud or embezzlement, that may exist. We will inform the appropriate level of management specifically designated by you, of any material errors, irregularities, or illegal acts which come to our attention, unless they are clearly inconsequential.
PERSONAL INFORMATION WE COLLECT
When you visit the Site, we automatically collect certain information about your device, including information about your web browser, IP address, time zone, and some of the cookies that are installed on your device. Additionally, as you browse the Site, we collect information about the individual web pages or products that you view, what websites or search terms referred you to the Site, and information about how you interact with the Site. We refer to this automatically collected information as “Device Information.”
We collect Device Information using the following technologies:
- “Cookies” are data files that are placed on your device or computer and often include an anonymous unique identifier. For more information about cookies, and how to disable cookies, visit http://www.allaboutcookies.org.
- “Log files” track actions occurring on the Site, and collect data including your IP address, browser type, Internet service provider, referring/exit pages, and date/time stamps.
- “Web beacons,” “tags,” and “pixels” are electronic files used to record information about how you browse the Site.
Additionally, when you make a purchase or attempt to make a purchase through the Site, we collect certain information from you, including your name, billing address, shipping address, payment information (including credit card numbers, email address, and phone number. We refer to this information as “Order Information.”
When we refer to “Personal Information” in this Privacy Policy, we are referring to Device Information and Order Information.
HOW DO WE USE YOUR PERSONAL INFORMATION?
We use the Order Information that we collect generally to fulfil any orders placed through the Site (including processing your payment information and providing you with invoices and/or order confirmations). Additionally, we use this Order Information to:
Communicate with you, screen our orders for potential risk or fraud, and when in line with the preferences you have shared with us, provide you with information or advertising relating to our products or services.
We use the Device Information that we collect to help us screen for potential risk and fraud (in particular, your IP address), and more generally to improve and optimize our Site (for example, by generating analytics about how our customers browse and interact with the Site, and to assess the success of our marketing and advertising campaigns).
SHARING YOUR PERSONAL INFORMATION
We share your Personal Information with third parties to help us use your Personal Information, as described above. We also use Google Analytics to help us understand how our customers use the Site - you can read more about how Google uses your Personal Information here: https://www.google.com/intl/en/policies/privacy/. You can also opt-out of Google Analytics here: https://tools.google.com/dlpage/gaoptout.
Finally, we may also share your Personal Information to comply with applicable laws and regulations, to respond to a subpoena, search warrant or other lawful request for information we receive, or to otherwise protect our rights.
DATA RETENTION
When you place an order through the Site, we will maintain your Order Information for our records until you request to have us delete this information.
CHANGES
We may update this Privacy Policy from time to time in order to reflect. For example, changes to our practices or for other operational, legal or regulatory reasons.
CONTACT US
For more information about our privacy practices, if you have questions, or if you would like to make a complaint, please contact us by e-mail at support@booksify.ca, or by mail using the details provided below:
620 Nine Mile Drive, Suite 208, Bedford, NS, B4A 0H4, Canada
Get in Touch
ADDRESS
620 Nine Mile Dr, Suite 208, Bedford, NS B4A 0H4
PHONE
902-832-3415
SOCIAL