Terms of Service

By creating an account or using the Service, you agree to be bound by these Terms. If you are using the Service on behalf of an organization, you represent that you have authority to bind that organization.

Trust Accounting Pro provides a cloud-based fiduciary accounting platform for attorneys, CPAs, professional fiduciaries, and executors to manage trust and estate accounting records, generate accountings and reports, and track distributions and assets. The Service may include optional features that connect to third-party financial institutions via Plaid Technologies, Inc. to import transaction data.

You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account. Notify us immediately at admin@trustaccountingpro.com if you become aware of any unauthorized access.

Subscription plans. We offer monthly and annual subscription plans, as well as a one-time payment option for Individual users. Current pricing is at trustaccountingpro.com/pricing.

Free trial. New accounts begin with a 14-day free trial. No credit card is required to start.

Recurring billing. If you subscribe to a recurring plan, you authorize us to charge your payment method on your chosen billing cycle. You may cancel at any time; cancellations take effect at the end of the current billing period.

Overage billing (Basic Attorney plan). If you exceed your active estate limit, you will be charged $15 per additional active estate per month, prorated daily.

One-time payment. The Individual one-time option provides 18 months of access for a single estate. After 18 months, your account automatically converts to the Individual Monthly plan ($29/month).

Refunds. We do not offer refunds for partial billing periods. Billing error inquiries must be submitted within 30 days.

Price changes. We will provide at least 30 days notice before changing subscription prices for existing subscribers.

You retain all rights to the fiduciary accounting records, documents, and data you enter into the Service. We process your data only to provide the Service. You may export your data at any time. Upon cancellation, data is retained for 90 days and then permanently deleted.

Bank account connectivity. The Service includes an optional feature that allows you to connect your financial institution accounts to import transaction data into your estate accounting records. This feature is powered by Plaid Technologies, Inc. ("Plaid"), a third-party service provider.

By connecting a financial account, you authorize Trust Accounting Pro to access your financial data through Plaid for the purpose of operating the Service. You also authorize Plaid to access, transmit, and store your financial data in accordance with Plaid's End User Privacy Policy, available at https://plaid.com/legal/#consumers.

Plaid terms. By using the bank account connectivity feature, you agree to be bound by Plaid's terms of service. You represent that you are authorized to connect the accounts you link.

Revoking access. You may disconnect a linked financial account at any time from within the Service. You may also manage your Plaid-connected applications directly through Plaid's consumer portal.

No liability for third-party services. Trust Accounting Pro is not responsible for the availability, accuracy, or security practices of Plaid or any financial institution. We disclaim all liability for errors or interruptions in data received from Plaid.

You agree not to:

• Use the Service for any unlawful purpose • Attempt to gain unauthorized access to any part of the Service • Reverse engineer or decompile the Service • Upload malware or harmful code • Represent Service output as a substitute for professional advice without appropriate supervision

The Service, including its software, design, and content, is owned by Trust Accounting Pro and protected by intellectual property laws. You retain ownership of your data.

THE SERVICE IS PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND. Fiduciary accountings and reports generated by the Service are tools to assist you and should be reviewed by a qualified professional before submission to any court or regulatory body.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, TRUST ACCOUNTING PRO SHALL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, OR CONSEQUENTIAL DAMAGES. OUR TOTAL CUMULATIVE LIABILITY SHALL NOT EXCEED THE GREATER OF THE AMOUNT YOU PAID US IN THE 12 MONTHS PRECEDING THE CLAIM OR $100.

These Terms are governed by the laws of the State of New Jersey. Disputes shall be resolved through binding arbitration under AAA Commercial Arbitration Rules, except either party may seek injunctive relief in any court of competent jurisdiction.

If we make material changes, we will notify you by email or in-app notice at least 14 days before the changes take effect.

Questions about these Terms: admin@trustaccountingpro.com