MyBooksGuy

Effective August 2, 2026 · version 1

MyTankGuy and MyBooksGuy are services of My Guy Enterprises LLC.

MyBooksGuy — Accountant & Bookkeeper Access Terms

Effective date: August 2, 2026

These Accountant Access Terms ("Terms") are an agreement between you (the accounting professional or firm, "you") and My Guy Enterprises LLC d/b/a MyBooksGuy ("we," "us"). They govern your access to the books of businesses that invite you ("Clients"). You accept these Terms by checking the acceptance box when you create your accountant account or accept your first client invitation.

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1. What this access is

A Client may invite you into their MyBooksGuy company. You see that Client's financial records and can work in them at the level of access the Client grants. You may hold invitations from multiple Clients in one accountant account, each separate from the others.

Your access is granted by the Client and belongs to the Client. They may change your permission level or revoke your access at any time, without notice to you, and it ends automatically if their company is closed or deleted.

2. You are not our client, and we are not yours

We provide software. We do not engage you, supervise your work, or pay you. Your professional relationship — engagement letter, scope, fees, standards of care — is between you and your Client, and we are not a party to it.

MyBooksGuy is a technology provider, not a public accounting firm. The generation of reports, lending packages, or year-end compilations by the Service does not constitute an audit, review, or compilation under the standards of the AICPA or the Louisiana State Board of Certified Public Accountants. You retain sole professional responsibility for verifying the accuracy of all data before relying on it in your professional services. Nothing in the Service constitutes accounting, tax, or legal advice from us. Reports the Service generates are compilations of Client-entered and bank-imported data; they are not audited, reviewed, or compiled by us within the meaning of professional standards, and your professional judgment is your own.

3. Confidentiality and permitted use

Client data you access through the Service is confidential. You may use it only to perform services for that Client. You will not:

  • disclose it to anyone other than the Client and your own personnel who need it for that work;
  • use it for marketing, solicitation, resale, or training of any model or product;
  • access, or attempt to access, any company that has not invited you;
  • retain copies after your engagement ends beyond what your own professional or legal record-retention obligations require, or the Client authorizes.

You are responsible for your own personnel's compliance and for the security of any copies you make (exports, downloads, printed statements). If you use subcontractors, contract staff, or personnel located outside the United States to work in Client books, you remain fully responsible for their compliance with this section, and you will not grant them access except under confidentiality obligations at least as protective as these Terms.

Your professional standing. You represent that you are authorized to provide the services you perform for your Clients, that you hold any license or registration your work requires, and that you will comply with the professional and ethical standards applicable to you. We do not verify professional credentials, and access to the Service is not a representation by us that any user is licensed.

4. Your account and security

Keep your credentials confidential; you are responsible for activity under your account. Use a unique password and enable any additional authentication we offer. You must notify us at contact@mybooksguy.com within forty-eight (48) hours of discovering any actual or suspected compromise of your account credentials or unauthorized access to Client data, and notify affected Clients as your own obligations require.

5. What you may and may not change

Your permission level determines what you can do — from view-only through full read-write bookkeeping. Some records are not editable by anyone, including you: transactions the platform recorded automatically from completed marketplace jobs and their fees are read-only by design, because they are the platform's own record of what occurred. Where a record cannot be edited, the Service will say so and point you to its source.

You will not use the Service to make entries you know to be inaccurate, or to alter records for the purpose of misrepresenting a business's financial position to a lender or taxing authority.

6. No fee, no service level

Accountant access is provided at no charge to you; the Client pays for their own subscription. We make no promise of availability, uptime, feature continuity, or support response time to you, and we may change or discontinue accountant access with notice to Clients.

7. Termination

Your access to any Client ends when that Client revokes it, when their company closes, or when we terminate your account. We may suspend or terminate your account immediately for breach of these Terms, unauthorized access attempts, or misuse of Client data. The following survive termination: Section 2 (no professional relationship with us), Section 3 (confidentiality and permitted use), Section 8 (disclaimers), Section 9 (limitation of liability), Section 10 (indemnification), and Section 11 (governing law and disputes).

8. Disclaimers

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND TO THE FULLEST EXTENT PERMITTED BY LAW. WE DO NOT WARRANT THE ACCURACY OR COMPLETENESS OF CLIENT DATA, CATEGORIZATIONS, OR REPORTS.

9. Limitation of liability

To the fullest extent permitted by law, and except for damages resulting from gross negligence or intentional misconduct, we are not liable to you for indirect, incidental, special, consequential, or punitive damages, lost profits, or lost data. Because accountant access is provided at no charge, our total liability to you for any claim is capped at one hundred dollars ($100).

Nothing in these Terms excludes or limits any liability that applicable law does not permit us to exclude or limit — including, where Louisiana Civil Code article 2004 applies, liability for intentional or gross fault or for causing physical injury.

10. Indemnification

You will defend and hold harmless MyBooksGuy and its officers, members, and employees from third-party claims arising out of your access to or use of Client data, your professional services, or your violation of these Terms or of law — except to the extent caused by our own fault.

11. Governing law and disputes

Louisiana law governs, without regard to conflict-of-law rules. Any dispute shall be brought exclusively in the state or federal courts located in Rapides Parish, Louisiana. This choice does not deprive you of any protection of your home state's law that cannot be waived by agreement.

12. Changes and contact

We may update these Terms prospectively with notice and may require acceptance of a new version to continue accessing Client books.

My Guy Enterprises LLC, d/b/a MyBooksGuy My Guy Enterprises LLC PO Box 2 Tioga, LA 71477-0002 contact@mybooksguy.com