Rationara Terms and Conditions of Service

1 Services

Rationara provides bookkeeping and related financial administrative services as described in your proposal, order form, service agreement, or other written description of services.

The specific Services provided to you may vary based on the service package you select and any additional services agreed to by you and Rationara.

Rationara may use employees, contractors, third-party service providers, and technology tools to perform the Services.

Unless specifically agreed to in writing, Rationara does not provide legal, tax, audit, investment, or financial advisory services. You should consult the appropriate professional regarding matters requiring legal, tax, audit, investment, or other specialized advice.

2 Customer Responsibilities

You agree to provide Rationara with accurate, complete, and timely information reasonably necessary to perform the Services.

You are responsible for reviewing information, reports, financial statements, reconciliations, and other materials provided by Rationara and notifying us promptly of any errors or concerns.

Rationara is entitled to rely on information and documentation provided by you or by individuals you authorize. Rationara is not responsible for errors, delays, penalties, or other consequences resulting from inaccurate, incomplete, or untimely information provided to us.

You remain responsible for your organization's financial decisions, internal controls, approvals, regulatory obligations, tax filings, and compliance requirements.

3 Access to Customer Accounts

To perform the Services, you may authorize Rationara to access accounting systems, bank accounts, credit card accounts, payment platforms, payroll systems, document storage systems, or other third-party services.

You authorize Rationara to access and use these systems solely as reasonably necessary to provide the Services.

You are responsible for maintaining your accounts with third-party providers and for determining the appropriate level of access granted to Rationara.

Upon cancellation or termination of the Services, you are responsible for promptly revoking Rationara’s access to your bank accounts, financial institutions, accounting systems, payroll systems, payment platforms, credit card accounts, document storage systems, and any other third-party accounts or services to which you provided Rationara access.

Rationara may take reasonable steps to discontinue its access following termination but is not responsible for removing user accounts, permissions, credentials, connections, or other access that is controlled by you or a third-party provider. Your responsibility to revoke access applies regardless of which party terminates the Services.

You should also change or revoke any passwords, credentials, security codes, authorization tokens, or other access information that you provided directly to Rationara when such access is no longer required.

4 Authorization and Approval of Financial Activities

Rationara’s access to your financial accounts, accounting systems, payment platforms, payroll systems, or other third-party services does not, by itself, authorize Rationara to initiate, approve, or execute financial transactions on your behalf.

Unless you provide specific authorization, Rationara will not initiate or approve payments, transfer funds, sign or issue checks, initiate payroll, file tax returns, open or close financial accounts, enter into agreements, incur financial obligations, or otherwise commit funds on your behalf.

You are responsible for reviewing and approving transactions and financial activities that require your authorization. When you specifically authorize Rationara to perform an activity on your behalf, Rationara may rely on instructions provided by you or by individuals you have identified as authorized representatives of your organization.

Rationara is not responsible for delays, penalties, fees, or other consequences resulting from delayed, incomplete, or inaccurate approvals or instructions provided by you or your authorized representatives.

You may change or revoke an authorization at any time by providing written notice to Rationara. Changes or revocations will apply to activities that have not already been initiated or completed.

5 Fees and Monthly Billing

Fees for the Services will be established in your proposal, order form, or other written agreement with Rationara.

Services are billed monthly in advance unless otherwise stated in writing.

Your first payment will be charged on the date your Rationara service begins. That date becomes your monthly billing anniversary date. For example, if your service begins on the 17th of the month, your recurring monthly payment will be charged on or around the 17th of each subsequent month.

You authorize ConnectedView, LLC to automatically charge the payment method you provide for your monthly service fees and any other charges you have authorized.

You are responsible for maintaining a valid payment method. If payment cannot be processed, Rationara may suspend Services until the outstanding balance is paid.

Applicable taxes, if any, are your responsibility.

6 Month-to-Month Service and Cancellation

Rationara is provided on a month-to-month basis. There is no long-term commitment.

You may cancel the Service at any time by notifying Rationara in writing.

Cancellation will stop future monthly renewals and billing. Unless otherwise agreed in writing, cancellation becomes effective at the end of the monthly service period that has already been paid.

Payments already made for the current monthly service period are non-refundable, and Rationara will continue to provide the applicable Services through the end of that paid period.

Rationara may also terminate the Services at any time. When reasonably practical, Rationara will provide advance notice so that you have an opportunity to transition your bookkeeping responsibilities.

Rationara may suspend or terminate Services immediately for nonpayment, fraudulent or unlawful activity, misuse of the Services, or a material violation of these Terms.

7 Changes to Services or Pricing

You may request changes to your service package at any time. Additional services may result in additional fees, which will be communicated to you before those services are performed.

Rationara may change its recurring service pricing by providing you with advance notice. Any pricing change will apply to a future monthly billing period, giving you an opportunity to cancel the Service before the new pricing takes effect.

8 Confidentiality and Customer Information

Rationara understands that providing bookkeeping services may require access to confidential business and financial information.

Rationara will use reasonable measures to protect confidential information provided by you and will use that information only as necessary to provide the Services, administer our relationship with you, comply with applicable law, or as otherwise authorized by you.

You retain ownership of your financial records, documents, and other information provided to Rationara.

Rationara may disclose information to employees, contractors, professional advisers, and service providers who reasonably require access to that information to assist in providing or supporting the Services.

9 Privacy Policy

Rationara’s collection, access, use, storage, retention, and disclosure of personal, financial, and customer information is governed by the Rationara Privacy Policy, which is incorporated into these Terms by reference.

By using the Services, you acknowledge that you have reviewed and agree to the Rationara Privacy Policy.

The Privacy Policy describes, among other things, the types of information Rationara may collect or access, how that information may be used and disclosed, our data security practices, data retention practices, and applicable privacy rights.

If there is a conflict between these Terms and the Rationara Privacy Policy regarding the collection, use, storage, or disclosure of personal information, the Rationara Privacy Policy will control with respect to that issue.

10 Third-Party Services

Rationara may work with or access third-party products and services on your behalf, including accounting software, financial institutions, payroll providers, payment processors, document management systems, and other technology platforms.

Those products and services are operated independently from Rationara and may be governed by their own agreements, policies, fees, and security practices.

Rationara is not responsible for the availability, performance, security, errors, or actions of third-party products or service providers.

11 No Guarantee of Results or Fraud Detection

Rationara will perform the Services in a professional and commercially reasonable manner.

However, Rationara does not guarantee any particular financial, tax, operational, fundraising, compliance, or other outcome resulting from the Services.

Rationara’s bookkeeping Services are not designed or intended to detect or prevent fraud, embezzlement, theft, illegal activity, misuse or misappropriation of funds, or a failure by you, your employees, officers, directors, volunteers, contractors, vendors, or other parties to properly account for funds or other assets.

The Services do not constitute an audit, examination, review, fraud investigation, forensic accounting engagement, or other assurance service. Rationara is not responsible for identifying fraud, misconduct, internal control deficiencies, unauthorized transactions, or other irregularities that may exist within your organization.

You remain responsible for establishing and maintaining appropriate internal controls, segregation of duties, authorization procedures, fraud-prevention measures, and oversight of your organization's financial activities.

The accuracy and completeness of our work depends in part on the accuracy and completeness of the information provided to us.

12 Limitation of Liability

To the fullest extent permitted by law, ConnectedView, LLC and Rationara will not be liable for indirect, incidental, special, consequential, or punitive damages, including lost profits, lost revenue, loss of data, or loss of business opportunity arising from or related to the Services.

To the fullest extent permitted by law, the total liability of ConnectedView, LLC and Rationara arising from or related to the Services will not exceed the total fees paid by you to Rationara during the three (3) months immediately preceding the event giving rise to the claim.

These limitations apply regardless of the legal theory upon which a claim is based.

13 Indemnification

You agree to indemnify and hold harmless ConnectedView, LLC, Rationara, and their officers, employees, contractors, and affiliates from third-party claims, damages, costs, or expenses arising from inaccurate or unlawful information provided by you, your violation of applicable law, or your misuse of the Services.

14 Force Majeure

Neither you nor Rationara will be responsible for any delay or failure to perform obligations under these Terms when the delay or failure results from circumstances outside the affected party’s reasonable control.

Such circumstances may include, without limitation, natural disasters, severe weather, fire, flood, power or internet outages, telecommunications failures, failures or interruptions of third-party systems or services, labor disputes or disruptions, acts of government, changes in law or regulation, civil disturbances, public health emergencies, or other events beyond the affected party’s reasonable control.

The affected party will use commercially reasonable efforts to resume performance when reasonably practicable.

This section does not excuse your obligation to pay amounts already due for Services provided before the event occurred.

15 Governing Law and Dispute Resolution

These Terms are governed by the laws of the Commonwealth of Massachusetts, without regard to conflict-of-law principles.

Any dispute, claim, or controversy arising out of or relating to these Terms or the Services, including any dispute regarding the interpretation, breach, termination, or enforceability of these Terms, will be resolved through binding arbitration in Massachusetts before a single arbitrator.

The arbitration will be conducted in accordance with the applicable rules of the American Arbitration Association (AAA). The arbitrator’s decision will be final and binding on both parties, and judgment on the award may be entered in any court having jurisdiction.

Each party will be responsible for its own attorneys’ fees and costs associated with the arbitration unless otherwise awarded by the arbitrator or required by applicable law.

16 Changes to These Terms

Rationara may update these Terms from time to time.

If a change materially affects your rights or obligations, Rationara will provide reasonable notice before the change becomes effective. Your continued use of the Services after the effective date of the updated Terms constitutes acceptance of the revised Terms.

If you do not agree with a material change, you may cancel your Service before the change becomes effective.

17 Entire Agreement

These Terms, together with the Rationara Privacy Policy and your proposal, order form, service agreement, or other written description of Services, constitute the agreement between you and ConnectedView, LLC regarding Rationara.

If there is a conflict between these Terms and a signed service agreement or order form, the signed service agreement or order form will control with respect to that conflict.

18 Contact

Questions regarding these Terms or your Rationara service may be directed to:

Cancellation requests should also be submitted to the email address above.