Terms of service for ReceiptChase

1. Acceptance

By creating a ReceiptChase account, by starting a subscription, or by using the service on behalf of a practice, you accept these terms in full. If you are agreeing on behalf of a firm, you confirm that you have the authority to bind that firm. If you do not accept a provision, do not use the service. These terms, together with the privacy policy and the legal notice, are the entire agreement between us and replace any earlier discussion, quotation or proposal.

2. What the service does

ReceiptChase is a document collection tool for bookkeepers and accountants. It lets you build a checklist of documents per client and per engagement type, send each client a private request page that needs no account or password, run reminder sequences on a cadence you define, stop those reminders automatically when an item is received, rename and file returned documents into your own storage, and watch a status board showing every open item and its age. Where you connect an accounting ledger, the service can read uncategorized or unsupported transactions in order to propose requests, and can attach a returned file to the matching transaction.

ReceiptChase is a workflow tool. It does not prepare, review or file tax returns, it does not give accounting, tax or legal advice, and it does not check whether a document a client uploads is the right document or a genuine one. Professional judgment on the content of any file stays with you and your practice.

3. Accounts and eligibility

The service is sold to businesses. You must be at least 18 years old and act in a professional capacity. You are responsible for the accuracy of the details on your account, for the security of your credentials, for every action taken under your seats, and for the staff you invite. Tell us at jimenezjulien42@gmail.com as soon as you suspect unauthorized access so we can suspend the affected seat. Seats are named: two people may not share one login.

4. Acceptable use

You agree to use ReceiptChase only to request documents that you have a legitimate professional reason to request, from clients who have engaged your practice. You agree not to send unsolicited commercial messages through the request or reminder system, not to use the service to harass anyone, not to upload malicious files, not to attempt to access another practice's data, not to probe or load test the service without written permission, and not to resell or white label the service without a separate agreement. We may suspend an account that breaks these rules, and we will explain why in writing.

5. Subscription and billing

Plans are sold per practice, in US dollars, on a monthly cycle. The published prices are Freelance at $29 per month for up to 20 active client files, Practice at $79 per month for up to 60 active client files, and Firm at $169 per month for unlimited client files with five user seats, with additional seats on the Firm plan at $12 each per month. Prices are exclusive of any sales tax or VAT that applies to your jurisdiction, which is added where required by law.

The subscription renews automatically each month on the anniversary of the start date until it is cancelled. If your active client file count exceeds the ceiling of your plan, we notify you and move you to the plan that fits from the next billing date rather than blocking your work in the middle of a close. If a payment fails, we retry and write to you: access continues for 10 days, after which the account is suspended in read only mode for 30 days before any deletion step.

6. Cancellation and refunds

You may cancel at any time from the billing screen in your account, or by writing to us. The subscription then runs to the end of the month you have already paid for, and no further payment is taken. There is no annual commitment, no notice period and no exit fee. Because the plan is monthly and access is provided for the whole paid period, we do not issue partial month refunds, except where the service was unavailable for a substantial part of the month through our fault. We may terminate an account for a serious breach of section 4, with written notice and a pro rata refund of the unused part of the current month.

7. Your data, your documents

Everything you and your clients put into ReceiptChase belongs to your practice or to your clients: client lists, checklists, message copy, uploaded documents and the chase history. We claim no ownership over it. We process it only to run the service for you, we do not sell it, we do not mine it for marketing and we do not use it to train models. You can export a complete archive of documents, checklists and request history at any time as a dated ZIP file with a CSV index. After a cancellation, the archive remains available to download for 60 days, then the data is deleted from live systems and from backups within a further 35 days.

8. Availability and support

We target 99.9 percent monthly availability, measured excluding scheduled maintenance, which we announce at least 48 hours in advance and never schedule between the 1st and the 12th of a month. Support is provided by email during French business hours, with a first reply on the same business day for accounts on any plan. We may change, improve or retire individual features. Where a change removes something you rely on, we give at least 30 days notice by email.

9. Warranty disclaimer

The service is provided as it stands. To the fullest extent permitted by law, we disclaim implied warranties of merchantability, fitness for a particular purpose and non infringement. We do not warrant that the service will be uninterrupted or error free, that a client will respond to a request, that any document received is accurate, or that a connected ledger will always return complete transaction data. You remain responsible for your close calendar and for meeting your own professional deadlines.

10. Limitation of liability

To the extent permitted by law, our total liability arising out of or relating to the service in any 12 month period is limited to the amount you paid us for the service during the 12 months preceding the event giving rise to the claim. We are not liable for indirect or consequential loss, including lost profits, lost business, lost goodwill, penalties charged to you by a third party, or the cost of substitute services. Nothing in these terms excludes liability that cannot be excluded by law, including liability for fraud or for gross negligence.

11. Indemnity

You agree to indemnify MLJ, SASU against claims, damages and reasonable costs arising from your use of the service in breach of these terms, from content you or your clients upload, or from your infringement of a third party right. We will tell you promptly about any such claim and let you control the defense of it, and we will not settle without your agreement.

12. Changes to these terms

We may update these terms to reflect a change in the service, in our processors or in the law. Material changes are announced by email at least 30 days before they take effect, and the date at the top of this page is updated. If you do not accept a change, you may cancel before it takes effect and pay nothing further.

13. Governing law and contact

These terms are governed by French law. The parties will try to settle any dispute amicably first. Failing agreement, the competent courts of Paris, France have exclusive jurisdiction. Questions about this agreement go to jimenezjulien42@gmail.com or by post to MLJ, SASU, SIREN 934 769 837, registered with the Paris commercial court registry.