Terms of Service

Last updated: 4/14/2026

By using ClientReady, you agree to these Terms of Service. Please read them carefully.

Service Description

ClientReady provides a document collection platform for bookkeepers and accountants. You can create document request checklists, send them to your clients, and track uploads through a dashboard.

Your Responsibilities

You are responsible for maintaining the security of your account, ensuring you have permission to collect documents from your clients, and complying with applicable laws regarding data handling.

Acceptable Use

You may not use ClientReady for illegal purposes, to collect documents without consent, or to store content that violates applicable laws.

Billing

Paid plans are billed monthly or annually. You may cancel at any time. Refunds are provided on a case-by-case basis.

Data and Security

You retain ownership of the documents and client information you upload or collect through ClientReady. We implement reasonable security controls to protect the service, but you are responsible for using strong credentials and restricting account access to authorized users.

Suspension and Termination

We may suspend or terminate access to the service if we reasonably believe your use violates these terms, creates security risk, or harms the platform or other users. You may stop using the service at any time.

Changes to the Service

We may update, improve, or discontinue features over time. If we make material changes that affect your use of the service, we will update these terms or communicate the change in-product or by email.

Limitation of Liability

ClientReady is provided "as is" without warranty of any kind. We are not liable for any damages arising from your use of the service.

Contact

For questions about these terms, please contact us at legal@clientready.app.