1. Agreement and eligibility
These Terms of Use and End-User License Agreement (the “Terms”) are an agreement between Tax Shack and the individual authorized to access the Tax Shack Bookkeeping Operations web application (the “App”). By accessing or using the App, you agree to these Terms and the Privacy Policy.
You may use the App only if Tax Shack has authorized you to do so for legitimate firm work and you are able to comply with these Terms. The App is not offered to the public or for personal, household, or consumer use.
2. Internal-use license
Subject to these Terms, Tax Shack grants you a limited, revocable, non-exclusive, non-transferable license to access and use the App solely for authorized Tax Shack bookkeeping operations during the beta period. No right is granted to sublicense, resell, publicly distribute, or use the App on behalf of an unauthorized person or organization.
The App, its interface, source materials, and related intellectual property remain owned by Tax Shack or its licensors. Rights not expressly granted are reserved.
3. Accounts and security
- Use only the account issued to you and provide accurate staff identity information.
- Keep passwords, the firm access key, and session access confidential; do not share or reuse them in unapproved systems.
- Use appropriate device security and sign out when access is no longer needed.
- Report suspected credential loss, unauthorized access, or incorrect permissions promptly through a private Tax Shack support channel.
Tax Shack may record security and audit events, revoke sessions, reset credentials, or deactivate access to protect the App, clients, or connected services.
4. Connected services
The App can retrieve authorized information from Karbon and from an individually connected QuickBooks Online company. You may start or approve a connection only when you are authorized by Tax Shack and by the company whose data will be accessed. Your use of each provider remains subject to that provider’s own terms and privacy policy.
The current product workflow is read-only at the provider boundary. It reads limited Karbon roster and work context and limited QuickBooks company, preference, account, and financial-report information. It does not currently post accounting transactions to QuickBooks or provide an approved Karbon write-back workflow. Tax Shack will treat any future provider-write feature as a separate product, security, and approval change.
OAuth authorization is company-specific. Connecting one QuickBooks company does not authorize access to every company associated with the same Intuit user. You must verify the selected company and its internal client mapping before relying on displayed information.
5. User responsibilities and prohibited use
You agree to use the App carefully and only within your assigned duties. You must not:
- access, connect, export, or disclose information for a client or company you are not authorized to handle;
- treat an unavailable, stale, incomplete, or demo value as a verified live fact;
- attempt to bypass access controls, probe another user’s session, introduce malicious code, or disrupt the App or a connected provider;
- copy credentials, OAuth tokens, financial reports, or client records into unapproved tools or communication channels;
- misrepresent an App observation as a provider-confirmed write, completed filing, reconciled account, or final professional conclusion; or
- reverse engineer or extract source materials except where applicable law expressly permits that activity despite this restriction.
6. Beta limitations and verification
The App is an evolving controlled beta. Features may be incomplete, changed, unavailable, or removed. Data can be delayed, partial, incorrectly mapped, or unavailable because of provider, network, authorization, database, or software conditions. An empty value does not necessarily mean zero, complete, cleared, or not applicable.
You are responsible for checking material information against the applicable source of record and following Tax Shack’s review and approval procedures before acting. Tax Shack may impose canary limits, disable a connection, or pause a feature while evidence is reviewed.
7. No tax, accounting, or legal advice from the App
The App organizes operational information for qualified staff. The software itself does not provide tax, accounting, legal, investment, or financial advice and does not make filing, reconciliation, compliance, or client-engagement decisions. Professional judgment, supervisory review, and the controlling source records remain required.
8. Confidentiality, client data, and ownership
Client and firm information displayed in the App is confidential. You may use it only for authorized work and must follow Tax Shack’s privacy, records, and security requirements. Client data remains subject to the rights of the applicable client and the obligations governing Tax Shack’s engagement; these Terms do not transfer ownership of that data to you.
If you provide feedback about the App, Tax Shack may use it to improve the App without obligation to you, provided that Tax Shack will not intentionally publish confidential client information from that feedback.
9. Suspension, disconnection, and termination
Tax Shack may suspend or terminate access immediately when employment or authorization ends, when these Terms or security requirements are violated, when a connected company revokes consent, or when suspension is reasonably needed to protect data or systems. You may stop using the App at any time and may request that an authorized administrator disconnect an applicable provider grant.
On termination, your license ends and you must stop using the App and return or securely dispose of App-derived information as directed. Provisions concerning confidentiality, ownership, disclaimers, liability, and records that must be retained will survive as applicable.
10. Disclaimers and limitation of liability
To the fullest extent permitted by applicable law, the App is provided “as is” and “as available” for controlled beta use. Tax Shack disclaims warranties that are not expressly stated in these Terms, including implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, and uninterrupted or error-free operation.
To the fullest extent permitted by applicable law, Tax Shack and its suppliers will not be liable for indirect, incidental, special, exemplary, consequential, or punitive damages, or for lost profits, revenue, data, goodwill, or business interruption arising from use of or inability to use the App. Nothing in these Terms excludes liability that cannot lawfully be excluded or limits obligations Tax Shack has separately agreed to in writing.
11. Changes, general terms, and contact
Tax Shack may update these Terms as the beta changes. The date at the top identifies the current version. Material changes will be communicated through an appropriate internal channel, and continued use after an effective update constitutes acceptance where permitted by law.
If one provision is unenforceable, the remaining provisions continue in effect. A failure to enforce a provision is not a waiver. You may not assign your rights under these Terms; Tax Shack may assign these Terms as part of a reorganization or transfer of the App, subject to applicable law. Applicable law governs these Terms without overriding rights that cannot be waived by contract.
For questions about these Terms or an App access issue, use the verified contact channel published at mytaxshack.com and identify the matter as concerning Tax Shack Bookkeeping Operations. Do not send credentials, OAuth tokens, or client financial records in an initial message.