Terms of Use

Effective date: [date the page goes live] · Last updated: [same date]

These Terms of Use ("Terms") govern your use of ProsSight, a client portal and reporting platform operated by [ProsSight legal entity name, LLC] ("ProsSight," "we," "us"). By creating an account, connecting a QuickBooks company or using the service, you agree to these Terms. If you use ProsSight on behalf of a company or firm, you agree for that organization.

1. Who uses ProsSight

• Firms: accounting, bookkeeping and tax firms that subscribe to ProsSight and offer it to their clients under the Firm's own brand.
• Clients: businesses and individuals invited by a Firm to use its portal.

A Firm's separate subscription or partner agreement with ProsSight governs pricing, service levels and any terms that conflict with these.

2. Accounts and security

• Give accurate information and keep it current.
• Keep your login private and use two-factor authentication.
• Tell us right away at support@prossight.com if you suspect unauthorized access.
• Firms are responsible for who they invite and for their staff's use of the service.

3. Connecting QuickBooks Online

• You connect through Intuit's official authorization screen and may disconnect at any time from QuickBooks or from your portal.
• ProsSight has read-only access and does not change your QuickBooks data.
• You confirm you are authorized to connect the QuickBooks company you connect.
• QuickBooks is a product of Intuit Inc. ProsSight is independent and not endorsed by Intuit. Your use of QuickBooks is governed by Intuit's terms.

4. Your data

• You and your Firm keep ownership of your data. You give ProsSight permission to host, process and display it only to provide and improve the service, as described in our Privacy Policy.
• A Firm's client relationships and data belong to that Firm. ProsSight will not market its own services to a Firm's Clients or share a Firm's data with another Firm.
• We may use aggregated, de-identified data for benchmarks and product improvement.

5. Not tax, legal, financial or investment advice

ProsSight shows financial reports and estimates, including projected taxes, estimated payments, safe-harbor calculations and strategy savings. These are estimates for planning only. They depend on the data in your books and the information your Firm enters, and they may not include every factor that affects your taxes. They are not a tax return and not a guarantee of any result.

ProsSight does not recommend investments, securities or financial products. Professional advice comes from your Firm's professionals, not from ProsSight. Talk with your Firm before acting on any figure in the portal.

6. AI features

• The AI assistant answers questions using the data in your portal. Its answers may be incomplete or wrong, and they are not professional advice. Planning questions are passed to your Firm.
• AI-drafted planning strategies are reviewed and approved by a Firm professional before they are shown to a Client.
• Do not enter Social Security numbers, bank account numbers, passwords or tax documents into the AI assistant or messages.

7. Acceptable use

You agree not to:

• Access data you are not authorized to see, or try to get around security or separation between accounts
• Reverse engineer, copy or resell the service, except as a Firm's partner agreement allows
• Upload malware, or overload or disrupt the service
• Use the service for anything unlawful

8. Fees

Firms pay the fees in their subscription or partner agreement. Clients are not charged by ProsSight unless a separate written agreement says otherwise. A Firm may bundle portal access into its own fees.

9. Availability and changes

We work to keep ProsSight available and secure, but the service may be interrupted for maintenance or for reasons outside our control, including changes to QuickBooks. We may update features over time and will give Firms notice of material changes.

10. Ending your use

• Clients can stop using the portal and disconnect QuickBooks at any time. A Firm can remove a Client's access.
• We may suspend or end access for violations of these Terms or to protect the service or other users.
• After an account ends, data is handled as described in our Privacy Policy.

11. Disclaimers

To the extent allowed by law, ProsSight is provided "as is" and "as available," without warranties of any kind, including accuracy, fitness for a particular purpose and non-infringement. Reports depend on the accuracy of the underlying books.

12. Limitation of liability

To the extent allowed by law, ProsSight is not liable for indirect, incidental, special, consequential or punitive damages, or for lost profits, taxes, penalties or interest arising from use of the service or reliance on any estimate. ProsSight's total liability for any claim is limited to the fees paid to ProsSight for the service in the 12 months before the claim. A Firm's partner agreement may set different limits.

13. Indemnity

You agree to cover ProsSight's reasonable costs from claims caused by your misuse of the service or your violation of these Terms.

14. Governing law

These Terms are governed by the laws of the State of [Texas], without regard to conflict-of-law rules. Disputes will be resolved in the state or federal courts located in [Dallas County, Texas], unless a Firm's agreement provides otherwise.

15. Changes to these Terms

We may update these Terms. We will post the new version here with a new "Last updated" date and notify Firms of material changes. Continued use after changes take effect means you accept them.

16. Contact

[ProsSight legal entity name, LLC]
[Mailing address]
Email: support@prossight.com