Terms of Service

By using our site or services, you agree to these Terms of Service. For information about how we handle personal data, see our Privacy Policy.

• Use the site only for lawful purposes.
• Do not attempt to bypass security or overload the service.
• Do not copy content, branding, or software without permission.
• Do not scrape, spam, or interfere with normal operation.

Learn more about our mission and values on our About page.

If you are invited into the client portal or subscribe to emails, provide accurate information and keep your access details confidential. You are responsible for activity under your access.

We may suspend or close accounts that breach these terms, cause harm, or interfere with the service.

Marketing emails are optional. Manage preferences via Subscribe and Unsubscribe. See our Email Policy.

We provide trust account audit services and related features through the site and app. Proposals, timelines, and fees are communicated before commencement. Service delivery may require secure document exchange through the client portal and standard compliance information. See our Services, Pricing, and How It Works pages for more details.

Our logo, design, text, graphics, and software belong to us or our licensors. You may use the site for your business purposes, but you may not reproduce or distribute our content commercially without written permission.

Trademarks and brand elements must not be used without consent. Contact us via our Contact Page for permissions.

The site and app are provided on an “as is” basis. We work to keep information accurate and the service available, but we do not promise uninterrupted access or error‑free operation.

To the maximum extent permitted by law, we are not responsible for loss or damage arising from reliance solely on website content, downtime, bugs, or issues caused by third‑party tools or providers.

Nothing here excludes rights under Australian Consumer Law that cannot be excluded. Where liability cannot be excluded, and to the extent permitted by law, our total liability is limited to the fees you have paid to us for the relevant services. You may find our Trust Account Audit Checklist useful for compliance.

We use service providers to operate the app, including hosting/CDN (e.g., Vercel), website analytics (e.g., Google Analytics), session analytics (e.g., Microsoft Clarity), database and storage providers, and email delivery (e.g., AWS SES). We may also link to external websites.

We are not responsible for the content or policies of external websites. Review those sites’ terms and policies. Read more in our Privacy Policy.