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Terms of service

Last updated October 12, 2026

These terms apply when you use getclevercore.com or subscribe to a plan from CleverCore Business(“CleverCore,” “we,” “us”). By subscribing, you agree to them on behalf of yourself and your business.

1. The service

CleverCore is a done-for-you bookkeeping and back-office service. Depending on your plan, it includes bookkeeping and reconciliation, invoice follow-up, expense tracking, monthly financial reports, custom automations and email support, as described on our pricing section. You send us requests through your client board, and we work them in the order received, up to the number of active requests your plan allows.

We aim to deliver each request within the turnaround shown for your plan. Turnaround times are targets we work hard to meet, not guarantees, and they depend on us having the access and information we need.

2. What the service doesn't include

Unless we agree otherwise in writing, our services don’t include preparing or filing tax returns, audits, or legal advice. Our reports help you understand your numbers, but decisions about your business, and your tax filings, remain your responsibility. We’re happy to work alongside your CPA or tax preparer.

3. Your part

  • Give us accurate and complete information, and let us know when something changes.
  • Give us access to your accounting software (for example, QuickBooks accountant access) and keep it active while you’re subscribed.
  • Review the reports and work we send you and tell us promptly if anything looks wrong.
  • Keep your own logins secure, and use the service only for a lawful business.

4. Subscriptions, billing & cancellation

Plans are billed monthly in advance through Stripe and renew automatically until you cancel. You can cancel anytime from your billing portal or by email, and your plan stays active until the end of the month you’ve paid for. Payments for a month that has started aren’t refunded. Full details are in our billing, cancellation & refund policy, which is part of these terms. If we change our prices, we’ll tell you by email at least 30 days before the change applies to you.

5. Confidentiality & your data

We keep your financial information confidential and use it only to provide the service, except where the law requires us to disclose it. You can remove our access to your accounts at any time. Our privacy policy explains how we handle personal information.

6. Ownership

You own your business data and the reports we prepare for you. We keep ownership of our own templates, tools and methods. You may keep using any automation we build for your business after your subscription ends.

7. Limits of liability

We do our work with reasonable care and skill. To the extent the law allows, we aren’t liable for indirect or consequential losses, such as lost profits, and our total liability for any claim is limited to the fees you paid us in the three months before the claim arose. Nothing in these terms limits liability that can’t be limited by law.

8. Ending the service

You can cancel anytime as described above. We may suspend or end the service if payment fails and isn’t resolved, or if the service is used unlawfully or abusively. If we end the service for another reason, we’ll give you notice and refund any unused part of the month you’ve paid for.

9. Governing law

These terms are governed by the laws of the State of Texas. Any dispute will be handled in the state or federal courts located in Harris County, Texas. Before going to court, we ask that you contact us so we can try to resolve it directly.

10. Changes to these terms

We may update these terms from time to time. We’ll change the date at the top of this page and, for significant changes, email active clients before the new terms apply.

11. Contact