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Terms of Service & End-User License Agreement

Effective date: July 5, 2026

1. Agreement

These Terms of Service and End-User License Agreement ("Terms") are a binding agreement between you and Real Estate Agent Books ("we", "us", or "the Service"). By creating an account or using the Service, you accept these Terms. If you do not agree, do not use the Service. Questions can be sent to support@reagentbooks.com.

2. The Service

Real Estate Agent Books is an accounting and bookkeeping application built for real estate agents. It lets you connect financial accounts (via Plaid Inc.), import and categorize transactions, upload receipts, connect accounting integrations (QuickBooks, Xero), and generate financial reports to support your bookkeeping and tax preparation.

3. License

We grant you a limited, non-exclusive, non-transferable, revocable license to access and use the Service for your own business bookkeeping purposes. You may not copy, modify, distribute, sell, sublicense, reverse engineer, or create derivative works of the Service, and you may not use it to build a competing product or access it by automated means other than interfaces we provide.

4. Your account and responsibilities

  • You must provide accurate account information and keep your credentials secure. Multi-factor authentication is required before financial data can be connected.
  • You must be authorized to connect any financial account or accounting integration you link to the Service.
  • You are responsible for all activity under your account and for complying with applicable laws in your use of the Service.
  • You may not use the Service for unlawful purposes, to infringe the rights of others, or to interfere with or disrupt the Service.

5. Financial data and third-party services

Connecting a bank account uses Plaid Inc.; accounting sync uses Intuit (QuickBooks) and Xero. Your use of those connections is also governed by the applicable third party's terms and privacy policies. How we collect, use, protect, retain, and delete your data is described in our Privacy Policy, which is incorporated into these Terms. You may disconnect a financial account or integration, or delete your account and data, at any time.

6. Not professional advice

The Service provides bookkeeping tools, automated categorization, and reports for informational purposes only. It does not provide tax, legal, accounting, investment, or other professional advice. Automated categorizations and reports may contain errors, and you are responsible for reviewing them for accuracy. Consult a qualified professional (such as a CPA) before making decisions based on information from the Service.

7. Fees

We may offer free and paid plans. Prices, features, and limits will be presented before you subscribe. Paid subscriptions renew automatically until cancelled, and fees are non-refundable except where required by law. We will give reasonable notice of price changes, which take effect at your next renewal.

8. Intellectual property

The Service, including its software, design, and content (other than your data), is owned by Real Estate Agent Books and its licensors. Your bookkeeping data remains yours; you grant us a license to host and process it solely to provide the Service. You may export your data at any time.

9. Disclaimers

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR THAT DATA RETRIEVED FROM THIRD-PARTY SOURCES (INCLUDING FINANCIAL INSTITUTIONS) WILL BE COMPLETE OR ACCURATE.

10. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, REAL ESTATE AGENT BOOKS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, DATA, OR GOODWILL, ARISING FROM YOUR USE OF THE SERVICE. OUR TOTAL LIABILITY FOR ANY CLAIM ARISING OUT OF THESE TERMS OR THE SERVICE WILL NOT EXCEED THE AMOUNTS YOU PAID US IN THE TWELVE MONTHS BEFORE THE CLAIM AROSE (OR US $100 IF YOU HAVE PAID NOTHING).

11. Termination

You may stop using the Service or delete your account at any time. We may suspend or terminate your access if you violate these Terms or if required to protect the Service or its users. Upon termination, your license ends and your data is deleted in accordance with our Privacy Policy and data retention schedule.

12. Changes to these Terms

We may update these Terms from time to time. Material changes will be announced through the Service or by email, and the effective date above will be updated. Continued use of the Service after changes take effect constitutes acceptance.

13. Governing law and contact

These Terms are governed by the laws of the United States and the state in which Real Estate Agent Books operates, without regard to conflict-of-law rules. Contact: support@reagentbooks.com.