Aubooks provides technology‑enabled bookkeeping via the BusinessBots™ application and affiliated experts. Aubooks is not a public accounting firm and does not provide assurance services (audit, review, compilation). Tax preparation/filing (Schedule T) and fractional CFO services (Schedule CFO) are optional add‑ons. Cash Management (Schedule CM) is available ONLY with the Custom plan.
The initial term is 12 months from the Effective Date unless otherwise stated in Schedule A. Thereafter the Agreement renews month‑to‑month. Either party may terminate for convenience with 30 days’ written notice. Either party may terminate for material breach if not cured within 15 days of written notice.
Plan fees are listed in Schedule A. Optional schedules (T/CFO/CM) include their own fee tables or Work Orders and are billed separately. Fees are in CAD and subject to HST. Monthly Plan fees are billed in advance; usage‑based/out‑of‑scope items in arrears. Client authorizes recurring charges via PAD/ACH/credit card. Late balances accrue interest at 2% per month. Aubooks may suspend services for non‑payment after 10 days’ notice.
All data is encrypted and stored securely on custom Business Servers, meeting Canadian privacy standards.
(a) provide accurate and timely information; (b) grant and maintain necessary access to systems (banking, POS, payroll, Xero/QuickBooks, BusinessBots, document storage); (c) review deliverables promptly; and (d) maintain any registrations and CRA access required for filings (if Schedule T is executed). Delays or inaccuracies may affect quality/timelines and may incur additional fees.
Integrations (e.g., Xero, QuickBooks, Wagepoint, BusinessBots) are provided by third parties under their terms. Aubooks is not responsible for third‑party outages or data errors but will use commercially reasonable efforts to mitigate impact.
Unless stated otherwise in Schedule A, standard support is via email on Ontario business days (9am–5pm ET) with a two‑business‑day response target. Priority support/SLAs are available as an add‑on.
No Legal or Tax Advice. Aubooks relies on information provided by Client and third parties believed reliable. Unless Schedule T is executed, Aubooks is not engaged to provide tax services. Aubooks does not provide legal advice; Client should obtain independent legal/tax advice for decisions.
To the maximum extent permitted by law, each party’s aggregate liability arising out of or related to this Agreement is limited to fees paid by Client to Aubooks in the three (3) months preceding the event giving rise to liability. Neither party is liable for indirect, special, incidental, consequential, or punitive damages. These limits do not apply to breach of confidentiality, data misuse, or Client’s payment obligations.
Each party will defend and indemnify the other against third‑party claims to the extent arising from that party’s gross negligence or willful misconduct. Client will indemnify Aubooks for claims arising from Client‑provided data or instructions.
Each party will keep confidential any non‑public information and use it solely to perform under this Agreement, with customary exceptions.
Client owns its raw data and final deliverables produced specifically for Client (e.g., reconciled ledgers, reports), subject to payment in full. Aubooks grants Client a non‑exclusive license to use deliverables internally.
Work beyond Plan Inclusions is out‑of‑scope and requires written approval (email suffices) at current rates or via a fixed‑fee Work Order. Aubooks may recommend scope changes if Client volume or complexity exceeds thresholds defined in Schedule A.
Client is responsible for applicable taxes (including HST). If Schedule T is executed, Aubooks will perform tax services per that schedule; otherwise, Client remains responsible for filings. CRA representation requires signed authorization forms and may be limited by CRA policy.
Client is responsible for applicable taxes (including HST). If Schedule T is executed, Aubooks will perform tax services per that schedule; otherwise, Client remains responsible for filings. CRA representation requires signed authorization forms and may be limited by CRA policy.
Aubooks may suspend services for cause (e.g., security risk, non‑payment). Upon termination, Aubooks will provide commercially reasonable transition assistance for 30 days and make Client data available for export. Aubooks may retain archival copies as required by law (subject to confidentiality).
During the term and for 12 months thereafter, User will not solicit for employment any Aubooks staff who directly provided services, absent written consent.
Neither party is liable for delays due to events beyond reasonable control.
Disputes will be resolved by confidential arbitration seated in Toronto, Ontario, under the ADRIC Arbitration Rules, except that either party may seek injunctions in court and use Small Claims Court for eligible claims.
Service Subscription is activated and governed per Effective Date by (1) Work Order, (2) Schedule A (Plan Inclusions & Fees), (3) these Master Terms, then (4) other Schedules (including R, T, CFO, CM).