Terms of Use and End-User License Agreement

These terms govern use of the client reporting portal and connected services (the "Portal") provided by Davis Schuler & Associates LLC ("we," "us"). By signing in or connecting a QuickBooks Online company, you agree to these terms on behalf of yourself and the business you represent. Your engagement letter with us controls the professional services we provide; if these terms and your engagement letter conflict, the engagement letter controls.

License

We grant you a limited, non-exclusive, non-transferable right to use the Portal for your business's internal purposes while you are our client. You may not copy, resell, reverse engineer or attempt to gain unauthorized access to the Portal or to other clients' information.

Accounts and access

• Access is by invitation. Keep your sign-in details private and tell us promptly if you believe your account has been misused.
• You are responsible for the people you ask us to give access to your business's information.
• We may suspend access to protect the security of the Portal or other clients.

QuickBooks Online connection

You may authorize us to connect to your QuickBooks Online company through Intuit's authorization process. The connection is used to retrieve reports for the services described in your engagement letter. You confirm that you have authority to grant this access. You can disconnect at any time. Intuit and QuickBooks are trademarks of Intuit Inc. The Portal is not made or endorsed by Intuit.

Your information

Your business information remains yours. You grant us permission to process it to provide the Portal and our services, as described in our Privacy Policy.

Reports, calculators and estimates

Reports, dashboards, benchmarks and calculator results are prepared from the information in your books and other sources and are unaudited. They are planning tools, not tax returns, audited financial statements or legal advice. Industry comparisons use published and estimated data that may not match your business. Decisions should be made with your advisor, taking your full circumstances into account.

Availability

We work to keep the Portal available and accurate, but it may be unavailable at times for maintenance, outages at our providers, or changes by Intuit. Scheduled reports may be delayed if your QuickBooks connection needs to be renewed.

Disclaimer and limitation of liability

Except as stated in your engagement letter, the Portal is provided "as is." To the extent permitted by law, we are not liable for indirect, incidental or consequential damages arising from use of the Portal, and our total liability relating to the Portal is limited to the fees you paid us for Portal-based services in the three months before the claim.

Ending access

Either of us may end Portal access at any time. When access ends, we disconnect QuickBooks and stop scheduled reports. Records are kept as described in the Privacy Policy.

Governing law

These terms are governed by the laws of the State of Utah.

Changes

We may update these terms and will post changes on this page with a new date. Continued use after a change means you accept the updated terms.

Contact us

Davis Schuler & Associates LLC
4640 S 3500 W, Suite 2, West Haven, UT 84401
(801) 620-0586 · support@davistaxes.com