Terms of Service

Last updated August 2026

These Terms of Service ("Terms") govern your use of the Tabba client portal at tabbaonline.com (the "Service"), operated by Tabba ("Tabba," "we," "us"). By creating an account or using the Service, you agree to these Terms.

What the Service does

The Service lets clients of Tabba connect their own QuickBooks Online company, upload receipts and invoices for bookkeeping, and view a financial dashboard built from their QuickBooks data. The Service is a companion to Tabba's bookkeeping and advisory engagement — it does not replace a signed engagement letter or service agreement covering the underlying bookkeeping, tax, or advisory work.

Your account

You must provide accurate information when creating an account and keep your login credentials secure. You're responsible for activity that occurs under your account.

Connecting QuickBooks Online

When you connect a QuickBooks Online company, you authorize Tabba to read your financial data and to create attachments from documents you upload, through Intuit's official API. You can revoke this access at any time from your Account page, or directly within your Intuit account settings. You're responsible for ensuring you have the authority to connect the QuickBooks company you authorize.

Acceptable use

You agree not to:

  • Use the Service for any unlawful purpose, or upload documents you don't have the right to upload.
  • Attempt to gain unauthorized access to another client's account or data.
  • Interfere with or disrupt the Service or the systems it depends on.

Your data

You retain ownership of your financial data and any documents you upload. See our Privacy Policy for details on how we store and protect it.

No professional advice through the portal

Information displayed in the dashboard (financial figures, ratios, and summaries) is provided for informational purposes and is derived directly from your QuickBooks Online data. It does not constitute tax, legal, or financial advice on its own — advice is provided separately by Tabba as part of your engagement.

Service availability

We aim to keep the Service available and reliable, but we don't guarantee uninterrupted access. The Service depends on third-party providers (including Intuit's API), and outages on their end may affect availability.

Termination

You may stop using the Service and disconnect your QuickBooks Online company at any time. We may suspend or terminate access to the Service for accounts that violate these Terms.

Changes to these Terms

We may update these Terms from time to time. We'll update the "last updated" date above when we do. Continued use of the Service after changes take effect means you accept the updated Terms.

Governing law

These Terms are governed by the laws of the State of Arizona.

Contact us

Questions about these Terms? Email accounting@tabbaonline.com.