Terms of Service

Last updated: August 8, 2026

Agreement

By creating an account you agree to these terms. If you use LedgerCubby on behalf of a firm, you confirm you are authorized to accept these terms for that firm.

Free trial and subscription

New accounts receive a 7-day free trial with access to all features. After the trial, continued access costs $39.99 per month for the LedgerCubby Professional plan, billed monthly in advance. Founding member promotion code FOUNDING20 applies a 25% discount (approximately $29.99 per month) that continues for as long as the subscription stays active, is limited to the first 20 customers, and may be used once per customer. You may cancel at any time; cancellation stops future billing and access ends at the close of the paid period. Cancelling before the trial ends means you are not charged.

Refund policy

The 7-day free trial lets you evaluate LedgerCubby before any charge, so monthly subscription payments are generally non-refundable once billed. If you were charged in error, were double-billed, or cancelled but still saw a charge, email billing@ledgercubby.com within 14 days of the charge and we will review and refund eligible payments to the original payment method. Refunds are prorated only where required by law. Cancelling stops all future charges immediately and access continues until the end of the period you already paid for.

Failed payments

If a renewal payment fails, we keep your account open while our payment processor retries the charge and we show a notice in the app so you can update your card from the Billing page. If every retry fails, the subscription is cancelled and access ends; your data remains available if you resubscribe.

Your responsibilities

You are responsible for the accuracy of the data you enter or import, for keeping your login credentials secure, and for having the right to process any client records you upload. You agree not to misuse the service, attempt to access other accounts, or use it for unlawful activity.

Not professional advice

LedgerCubby is bookkeeping software. Categorization suggestions, review checklists and reports are tools that require your professional judgment. They are not tax, accounting, audit or legal advice, and you remain responsible for filings and financial statements produced from this data.

Availability

We work to keep the service available and to protect your data, but the service is provided as is without warranties of uninterrupted availability. We recommend exporting reports you need to retain independently.

Limitation of liability

To the extent permitted by law, our total liability arising from your use of the service is limited to the subscription fees you paid in the twelve months before the claim. We are not liable for indirect or consequential losses, including penalties resulting from filings you prepare.

Termination and changes

We may suspend accounts that violate these terms. We may update these terms and will post the revised date above; continued use after a change constitutes acceptance.