These terms are an agreement between Agentic Flow LLC, a Texas limited liability company ("Agentic Flow", "we", "us"), and the firm that signs up for Usual ("Customer", "you"). By creating an account or using Usual you accept them. If you accept for a firm, you confirm you have authority to bind it.
1. The service
Usual lets accounting and bookkeeping firms send checklists to their clients, collect answers, documents and signatures, remind clients automatically, review what comes in and keep client files. We may improve and change Usual over time; we will not remove a core feature you pay for during a paid term without notice and, if it materially reduces what you get, a pro-rata refund on request.
2. Accounts and your team
- Usual is for businesses. Each team member needs their own sign-in; you are responsible for what happens under your firm's account and for keeping sign-ins secure.
- You choose each person's role and permissions. We strongly recommend turning on two-step verification for everyone, and Usual lets you require it.
- Tell us right away at support@usual.so if you suspect someone has accessed your account without permission.
3. Your data
"Customer Data" means everything you or your clients put into Usual: client details, answers, documents, identifiers, signatures and messages.
- It is yours. You keep all rights in Customer Data. You give us permission to host, copy, transmit, scan and display it only as needed to provide Usual to you, support you and keep it secure.
- We are your service provider. We process Customer Data only on your instructions, given through your use of Usual and these terms. We do not sell it, use it for advertising or marketing, or use it to train artificial intelligence models. Our Privacy Policy describes how we handle it, including the service providers we use.
- Confidentiality. We keep Customer Data confidential and limit access to people who need it to run or support Usual, who are bound to keep it confidential.
- Usage information. We may use information about how Usual is used, that does not identify you, your team or your clients, to operate and improve Usual.
4. Your responsibilities
- You are responsible for the information you ask clients for, for having the right to collect and store it, and for giving your clients any notices and getting any consents the law or your profession requires, including any consent needed before using or disclosing tax return information.
- You decide how long to keep client records and are responsible for meeting your own retention, recordkeeping and information security obligations, such as your written information security plan.
- Built-in checklists, thresholds and wording are starting points. Usual does not give tax, accounting or legal advice, and you are responsible for the advice and work you give your clients.
5. Acceptable use
You and your team will not use Usual to:
- break any law, or collect information you have no right to collect;
- send spam, phishing or messages to people who have not dealt with your firm;
- upload malware or content that infringes someone else's rights;
- probe, scan or test the security of Usual, or get around its limits or access controls, except with our written permission;
- resell Usual, or copy it to build a competing product.
We may suspend access that breaks these rules or puts Usual or other customers at risk. Where we reasonably can, we will tell you first and give you a chance to fix it.
6. Security
We maintain administrative, technical and physical safeguards designed to protect Customer Data, as described in our Privacy Policy. If we confirm a security incident that affects your Customer Data, we will notify you without undue delay and give you the information we reasonably can to help you meet your own obligations.
7. Trial, plans and payment
- Free trial. New firms get a 14-day trial with no card required. When it ends, sending new requests pauses until you choose a plan; requests already with clients keep running.
- Plans. Plans and prices are shown on our pricing page and in Usual. Subscriptions are billed in advance, yearly or monthly, through Stripe, and renew automatically for the same period until cancelled.
- Cancelling. You can cancel any time in your billing settings. Cancelling takes effect at the end of the current billing period, and you keep access until then. Fees already paid are not refunded, except where the law or section 1 requires.
- Changes in price. We will give you at least 30 days' notice of a price increase, which then applies from your next renewal.
- Late payment. If a payment fails and is not fixed, sending new requests pauses; requests already with clients keep running. Prices do not include taxes, which you are responsible for where they apply.
8. Ending the agreement
These terms last while you have an account. You may close your account at any time. We may end these terms if you materially break them and do not fix the problem within 30 days of our notice, or right away for serious misuse under section 5. After your account closes you have 30 days to download your files and ask us for an export of your Customer Data; we then delete it as our Privacy Policy describes. Sections 3, 4, 9 through 13 survive.
9. Disclaimer
We work hard to keep Usual available and accurate, but we provide it "as is" and "as available". To the fullest extent the law allows, we disclaim all implied warranties, including merchantability, fitness for a particular purpose and non-infringement. We do not promise that Usual will be uninterrupted or error-free, or that every email or text message will be delivered.
10. Limits of liability
To the fullest extent the law allows:
- Neither party is liable for indirect, incidental, special, consequential or punitive damages, or for lost profits, revenue or goodwill, even if told they were possible.
- Each party's total liability arising out of these terms is limited to the amount you paid us for Usual in the 12 months before the event giving rise to the claim, or US $100 if you have paid nothing.
- These limits do not apply to your payment obligations, to a party's indemnity obligations under section 11, or to a breach of section 5.
11. Indemnity
You will defend us against claims by third parties arising from Customer Data or your collection or use of it, or from your breach of sections 4 or 5, and pay resulting damages and reasonable costs. We will defend you against claims by third parties that Usual, as we provide it, infringes their United States intellectual property rights, and pay resulting damages and reasonable costs. The party asking for defense must tell the other promptly, let it control the defense, and cooperate reasonably.
12. Changes to these terms
We may update these terms. We will post changes on this page with a new date, and email firm owners at least 30 days before a material change takes effect. If you do not agree, you may cancel before then; continuing to use Usual after the change takes effect means you accept it.
13. Governing law and general terms
- These terms are governed by the laws of the State of Texas, without regard to its conflict-of-law rules. The state and federal courts located in Texas have exclusive jurisdiction, and both parties consent to them.
- Neither party is responsible for delays caused by events beyond its reasonable control.
- You may not assign these terms without our consent, except to a successor of your firm. We may assign them to an affiliate or a successor of the Usual business.
- These terms, the Privacy Policy and any order you place are the whole agreement about Usual. If a provision is unenforceable, the rest still applies. Not enforcing a provision is not a waiver.
- We are independent contractors. Notices to us go to support@usual.so; we send notices to the email of your firm's owners.
Contact
Agentic Flow LLC, Texas
Email: support@usual.so