Terms of service

These terms were last updated on November 11, 2026. They govern how an accounting firm uses AccrueNest and what each side owes the other. Send questions to sales@accruenest.com before you sign up, or at any point after.

Who these terms are between

“We”, “us” and “our” mean AccrueNest. “You” refers to the accounting firm that signs up, along with everyone it lets into its account. The person who accepts these terms confirms that they may bind the firm to them.

By requesting setup, signing in or paying for a plan, your firm accepts these terms. How information is handled is covered separately in how we handle data. If your firm does not agree, it should not use the service.

What the service includes

AccrueNest is software for the front of a US accounting firm of 1 to 10 people: calls, texts, organizers, e-signed letters and invoices, together with a website and the marketing that brings clients in, for one fixed price per month. Our own people set up, run and update every part.

Each plan covers everything we offer: a pipeline for new clients, the AI receptionist, phone lines with call tracking, texting with clients, consultation booking online, tax organizers with requests for missing documents, proposals with e-signed engagement letters, a workflow board, invoices and payments, a client portal and app, and reports. It also covers a website for your firm and marketing done for you: search, Google and Facebook ads, email newsletters, reviews and social posts.

Our staff design and write the site, configure the software, run the ads and carry out every edit you ask for. The features themselves change over time as we improve them. When we retire something your firm relies on, we give notice first.

Work that remains your firm's

AccrueNest sits beside your tax software and your books. New clients, documents, proposals and payments live here; preparing and filing returns, Form 8879 signing, the books and payroll stay in the programs you use now.

We never prepare returns, file them, keep anyone's books or run payroll. Form 8879 is signed in your tax software, as it is today. Nothing we send, show or build is tax, legal or accounting advice, for your firm or its clients.

The professional work is your firm's alone: the returns, the advice, the fees you set and the engagement letters you choose to send. So are the duties that come with a license or an enrollment, including what your firm may say about itself in public.

Accounts, users and sign-in

Your firm decides who gets a login and what role each person has. Each user signs in with their own details and two-step sign-in. Shared logins are not allowed, because the price and the record of who changed what both depend on one login per person.

Your firm answers for what its users do in the account and for removing anyone who leaves. Write to sales@accruenest.com straight away if an outsider may have reached the account.

Price and billing

Each plan includes everything. The monthly price follows the headcount that signs in, starting at $97 for one person. Proprietor, at $97 monthly, is for a solo firm; Principals, at $197, covers a team of two to five; Firmwide, at $297, is for six to ten. Firms above ten people agree a price with us directly. A yearly payment buys twelve months at the cost of eleven.

One flat fee each month. We never charge by the call, the inquiry, the client or the return, and we take no cut of what you bill.

We charge the card on file as each billing period begins. When a payment doesn't go through, your firm gets an email and we retry the card. A balance still open after that can put the account on hold until it is cleared. Taxes on our fee are added where the law requires them.

If our price changes, we email your firm before the change and it starts with a later billing period, never one already paid.

Term and setup

Nothing to sign for a set term, and no yearly bill to finish paying if your firm walks away. No setup fee. Your client list is brought over, your organizers and engagement letters are rebuilt and your people are trained, all at no extra charge.

Your website, phones, software, organizers and forms are running 14 days after your firm sends us what we ask for, and so is the AI receptionist. Two steps run on outside timelines we cannot speed up. Porting a number your firm already has may run past that. Text messages begin only after carriers approve the firm's registration, a wait of days to weeks. Month to month, no setup fee, live in 14 days.

Ad spend

Click charges go from Google and Meta straight to your firm, through accounts your firm opened and owns. The flat fee already covers our time creating and managing every campaign.

Your firm decides how much to spend on clicks each month, and we change the figure when you ask. Google's and Meta's own terms apply to those accounts, and their decisions on ads, billing and suspensions are theirs. We make no promise of any number of calls, bookings, new clients or search positions from ads or any other marketing.

Your data and confidentiality

What your firm and its clients put in belongs to your firm. It is used for nothing except providing the service to your firm, as our privacy policy describes. What clients upload or tell your firm is encrypted, used only to serve your firm and not sold to anyone.

Staff of ours go into your firm's account for three reasons only: setting it up, fixing a problem, or making a change you requested. They treat everything they see there as confidential and never repeat it outside the work. Access is kept to the staff working on your firm, and the outside companies that help run the service are bound to the same confidentiality.

Your firm lets us store, copy and process its content as far as the service needs, and to show the firm's logo and name on what we make for it.

Tax return information and your records

Section 7216 of the Internal Revenue Code limits how a preparer uses and shares what clients give it for a return. Your firm, not AccrueNest, decides what its clients consent to under section 7216, writes or chooses those consent forms with its own advisers, and keeps the signed copies.

Newsletters and reminders go only to people your firm chooses, and a list that sells more than return preparation follows your firm's own consent rules for tax return information. The account lets your firm keep separate lists and mark who consented to what. Whether a given message is allowed is your firm's call, and we send what your firm approves.

Your firm keeps its own records: copies of returns, workpapers, signed engagement letters, consent forms and the copies of ads and emails a firm may have to hold. AccrueNest is where the front-office work happens, not your firm's archive. Download what you need to keep, and keep it in your own files.

Texts, calls and consent

Our texts and AI messages go to people who gave your firm their number and agreed to be contacted, and to no one else.

Your firm confirms that it has that agreement for every number it adds, kept as the law asks: a written, signed one for marketing texts. Service texts and marketing texts get their own checkbox on every form we make. Replies of STOP end texts to that person, and your firm does not restart them without fresh agreement.

Before any text goes out, carriers require each firm to register its business and how it texts, with the legal name and EIN exactly as the IRS has them. Your firm gives us those details accurately.

Recorded lines play a notice before each call. Outbound AI calls are not part of the service.

The AI on your phones

Every call it takes opens with a line your firm approves, telling the caller they are speaking with the firm's automated assistant. Its answers come only from details your firm gives it, such as office hours, published fees, the documents a client should bring and the upload link. Keep those details current; a fee it quotes counts as your firm's own published fee.

It gives no tax advice and never says what someone owes, what they may deduct or whether a return is ready to file. It records the details and leaves the answer to your staff.

Like any person on a phone, it can mishear or get something wrong. Your staff check its summaries and follow up with callers.

Your website, marketing and reviews

Our team builds the firm's website, writes it, keeps it updated and runs its marketing. Your firm reads and okays every page and campaign first, including the facts it states: credentials, fees, services, locations and staff. Only a licensed CPA firm is called a CPA firm, and an enrolled agent is never called “certified”.

Your firm sends us only photos, logos and text it has the right to use. We make sure what we create for you is ours to give.

Only clients who consented receive a review request, sent once the work is delivered, whatever they thought of it. Leaving a review earns the client nothing from your firm or from us. Our replies to reviews say nothing about whether the reviewer was ever on your books, and nothing about any return, balance or tax matter.

Fair use of the service

Your firm may not use AccrueNest to message anyone who has not reached out to it first, to load bought or rented lists, to send anything false or misleading, to harass anyone, or to break any law. It may not copy, resell or take apart the software, test its security without our written okay, or upload anything harmful.

If an account is used in one of these ways, we may stop the messages involved straight away and pause the account until it is sorted out. We tell your firm what happened and why.

Leaving, and how service ends

You owe nothing beyond the month already paid, and an email to sales@accruenest.com ahead of the next charge stops the service.

Email us before the next charge and service ends once the month you paid is used up. Ad accounts remain yours, and a spreadsheet of all your contacts comes to you.

We may end service for a firm that leaves a balance unpaid or breaks these terms in a serious way, after telling the firm by email and giving it time to fix the problem, unless the law or the harm involved calls for faster action.

Liability, changes and contact

We provide the service in whatever state it is in at the time. We work to keep it running and correct, but we do not promise it will never go down, never lose a message or suit every purpose. We are not responsible for a tax result, an IRS outcome, a refund or anything decided on a return.

Where the law allows it, lost profits and indirect losses are excluded on both sides. Our share of any claim is capped at the fees your firm paid in the quarter before the claim arose. Your firm covers claims that come from its content, its consents or its messages.

If we revise these terms, the first line shows the new date, and your firm gets an email from us ahead of the date the revision applies. Carrying on with the service after then counts as agreeing to the revision. For anything in these terms you want explained, write to sales@accruenest.com.