Terms of Service

1. Acceptance of Terms

By accessing, browsing, or using CannaBooks Pro (“the Service”), operated by CannaBooks Pro LLC (“Company,” “we,” “us,” or “our”), you (“User,” “you,” or “your”) acknowledge that you have read, understood, and agree to be bound by these Terms of Service (“Terms”) and our Privacy Policy. If you do not agree to all of these Terms, you must immediately cease using the Service.

These Terms constitute a legally binding agreement between you and the Company. You represent that you are at least 18 years of age and have the legal authority to enter into this agreement on behalf of yourself or the entity you represent.

2. Description of Service

CannaBooks Pro provides cloud-based accounting, bookkeeping, financial reporting, and regulatory compliance software designed for cannabis businesses, including tools for IRS Section 280E expense classification, seed-to-sale batch tracking, multi-state compliance, and financial intelligence. The Service is provided as a software-as-a-service (SaaS) platform accessed via web browser.

3. No Professional Advice Disclaimer

THE SERVICE DOES NOT PROVIDE LEGAL, TAX, ACCOUNTING, FINANCIAL, OR REGULATORY ADVICE OF ANY KIND.

CannaBooks Pro is a software tool that assists with bookkeeping, record-keeping, and report generation. All output, reports, calculations, classifications (including but not limited to 280E classifications, tax estimations, compliance scores, financial health scores, anomaly detection, cash flow forecasts, and AI-generated suggestions) are provided for informational purposes only and should not be relied upon as professional advice.

You are solely responsible for:

• The accuracy and completeness of all data you enter into the Service
• Verifying all reports, calculations, and outputs generated by the Service
• Ensuring compliance with all applicable federal, state, and local laws and regulations
• Consulting with qualified attorneys, certified public accountants (CPAs), enrolled agents, and other licensed professionals for legal, tax, and compliance matters
• All business, financial, and tax decisions made using information from the Service

We strongly recommend that you engage a qualified CPA or tax attorney familiar with cannabis industry regulations and IRS Section 280E before making any tax filing, business decision, or compliance determination based on data from the Service.

4. Cannabis Industry Specific Disclaimers

Cannabis remains a Schedule I controlled substance under the federal Controlled Substances Act as of the date of these Terms. State and local cannabis regulations vary widely, are subject to frequent change, and may conflict with federal law.

The Company:

• Does not guarantee that the Service complies with the specific regulatory requirements of any particular jurisdiction
• Does not guarantee the accuracy or completeness of any state-specific compliance rules, tax rates, or regulatory configurations within the Service
• Does not guarantee that use of the Service will result in IRS audit protection, regulatory compliance, or favorable tax outcomes
• Is not responsible for any penalties, fines, assessments, audits, license revocations, or legal actions resulting from your reliance on the Service
• Makes no representations regarding the legal status of cannabis operations in any jurisdiction

METRC integration features, where available, are provided as a convenience. You are responsible for verifying all data synced between the Service and any state tracking system. The Company is not responsible for data discrepancies, sync failures, or compliance violations arising from integration features.

5. Account Registration & Security

You must provide accurate, current, and complete information when creating an account. You are responsible for maintaining the confidentiality of your account credentials, including passwords and two-factor authentication codes. You are fully responsible for all activities that occur under your account.

You agree to immediately notify us at security@cannabookspro.com of any unauthorized use of your account or any other breach of security. The Company shall not be liable for any loss or damage arising from your failure to maintain the security of your account.

6. Subscription, Billing & Cancellation

Paid subscriptions are billed annually in advance. Free trials last 14 days with no credit card required. Pricing is subject to change with 30 days’ written notice.

You may cancel your subscription at any time. Upon cancellation, you retain access to the Service through the end of your current billing period. No prorated refunds are provided for partial billing periods. Refund requests submitted within 30 days of initial payment are honored in full.

We reserve the right to suspend or terminate accounts with outstanding balances. All fees are non-refundable except as expressly stated herein.

7. Acceptable Use

You agree to use the Service only for lawful purposes and in compliance with all applicable federal, state, and local laws. You shall not:

• Use the Service to facilitate illegal activity, fraud, or misrepresentation of financial information
• Attempt to gain unauthorized access to the Service, other accounts, or connected systems
• Reverse-engineer, decompile, or disassemble any part of the Service
• Use the Service to transmit malware, viruses, or harmful code
• Resell, sublicense, or redistribute the Service without written permission
• Use automated tools (bots, scrapers) to access the Service in a manner that exceeds reasonable use
• Violate the intellectual property rights of the Company or any third party

Violation of this section may result in immediate termination of your account without refund.

8. Data Ownership & License

You retain full ownership of all data, documents, and financial information you input into the Service (“Your Data”). We claim no ownership rights over Your Data.

By using the Service, you grant the Company a limited, non-exclusive license to process, store, and display Your Data solely for the purpose of providing and improving the Service. This license terminates when you delete Your Data or close your account.

We may use anonymized, aggregated data (that cannot identify you or your business) for analytics, benchmarking, and service improvement purposes.

9. Intellectual Property

The Service, including all software, algorithms, designs, trademarks, logos, documentation, and content, is the exclusive property of the Company and is protected by copyright, trademark, and other intellectual property laws. Your subscription grants you a limited, non-exclusive, non-transferable, revocable license to use the Service for your internal business purposes only.

10. Third-Party Services & Integrations

The Service may integrate with or rely on third-party services including but not limited to Plaid (bank feeds & payments), AWS (infrastructure), Anthropic (AI features), and state tracking systems (METRC). These third-party services are governed by their own terms and privacy policies.

The Company is not responsible for the availability, accuracy, or security of third-party services. Third-party service outages, data errors, or policy changes are outside of our control and do not constitute a breach of these Terms.

11. AI Features Disclaimer

The Service includes artificial intelligence and machine learning features, including but not limited to: AI bookkeeper assistant, expense classification, anomaly detection, revenue forecasting, and financial health scoring. These features are provided “as-is” and may produce inaccurate, incomplete, or misleading results.

AI-generated outputs are suggestions only and must be independently verified by you before use in any financial decision, tax filing, or compliance determination. The Company is not liable for any loss or damage arising from reliance on AI-generated outputs.

12. Service Availability & Modifications

We strive for high availability but do not guarantee uninterrupted, error-free, or secure access to the Service. The Service is provided on an “as available” basis. We may modify, suspend, or discontinue any part of the Service at any time with or without notice.

We will make commercially reasonable efforts to provide advance notice of planned maintenance or material changes to the Service. We are not liable for any downtime, data loss, or service interruptions.

13. Disclaimer of Warranties

THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, ACCURACY, OR RELIABILITY.

Without limiting the foregoing, the Company does not warrant that:

• The Service will meet your specific requirements or expectations
• The Service will be uninterrupted, timely, secure, or error-free
• Any calculations, reports, or outputs will be accurate or complete
• Any errors or defects will be corrected
• The Service will be compatible with any specific hardware, software, or network configuration
• Use of the Service will result in compliance with any law, regulation, or industry standard

Some jurisdictions do not allow the exclusion of certain warranties. In such jurisdictions, the above exclusions apply to the maximum extent permitted by applicable law.

14. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL THE COMPANY, ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, AFFILIATES, OR LICENSORS BE LIABLE FOR ANY:

• Indirect, incidental, special, consequential, or punitive damages
• Loss of profits, revenue, data, business opportunities, or goodwill
• Cost of procurement of substitute services
• Damages arising from tax penalties, audits, fines, or regulatory actions
• Damages arising from inaccurate calculations, reports, or AI-generated outputs
• Damages arising from unauthorized access to or alteration of your data
• Damages arising from third-party service failures or integrations

IN ANY EVENT, THE COMPANY’S TOTAL AGGREGATE LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE SHALL NOT EXCEED THE LESSER OF (A) THE TOTAL AMOUNT YOU PAID TO THE COMPANY IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS ($100.00).

THIS LIMITATION APPLIES REGARDLESS OF THE THEORY OF LIABILITY (CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY, OR OTHERWISE) AND EVEN IF THE COMPANY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

Some jurisdictions do not allow the limitation or exclusion of liability for incidental or consequential damages. In such jurisdictions, the above limitations apply to the maximum extent permitted by applicable law.

15. Indemnification

You agree to indemnify, defend, and hold harmless the Company and its officers, directors, employees, agents, affiliates, and licensors from and against any and all claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to:

• Your use or misuse of the Service
• Your violation of these Terms
• Your violation of any applicable law or regulation
• Your violation of any third-party rights
• Any data or content you submit to the Service
• Any tax, compliance, or regulatory issue arising from your use of the Service
• Any claim by a third party related to your cannabis business operations

16. Dispute Resolution & Arbitration

PLEASE READ THIS SECTION CAREFULLY. IT AFFECTS YOUR LEGAL RIGHTS, INCLUDING YOUR RIGHT TO FILE A LAWSUIT IN COURT.

Any dispute, claim, or controversy arising out of or relating to these Terms or the Service shall be resolved through binding individual arbitration administered by the American Arbitration Association (“AAA”) under its Commercial Arbitration Rules. The arbitration shall be conducted by a single arbitrator in the state of Delaware.

You and the Company each waive the right to a jury trial. You agree that disputes will be resolved on an individual basis and not as part of any class, consolidated, or representative action. If this class action waiver is found unenforceable, the entirety of this arbitration provision shall be void.

Notwithstanding the above, either party may seek injunctive or equitable relief in a court of competent jurisdiction to protect its intellectual property rights.

You must initiate any arbitration or legal proceeding within one (1) year after the claim arises. Failure to do so constitutes a waiver of such claim.

17. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Delaware, without regard to its conflict-of-law principles. Any legal action not subject to arbitration shall be brought exclusively in the federal or state courts located in Delaware.

18. Termination

We may terminate or suspend your account and access to the Service immediately, without prior notice or liability, for any reason, including but not limited to breach of these Terms, suspected fraudulent activity, or if required by law.

Upon termination, your right to use the Service ceases immediately. You may request an export of Your Data within 30 days of termination. After 30 days, we may delete Your Data permanently. Sections 3, 4, 8, 9, 11, 13, 14, 15, 16, 17, and 22 survive termination.

19. Force Majeure

The Company shall not be liable for any failure or delay in performing its obligations due to circumstances beyond its reasonable control, including but not limited to natural disasters, acts of government, pandemics, war, terrorism, power outages, internet failures, cyberattacks, or third-party service disruptions.

20. Severability

If any provision of these Terms is found to be invalid, illegal, or unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect. The invalid provision shall be modified to the minimum extent necessary to make it valid and enforceable while preserving its original intent.

21. Entire Agreement & Waiver

These Terms, together with our Privacy Policy, constitute the entire agreement between you and the Company regarding the Service and supersede all prior agreements and understandings. No waiver of any provision shall be deemed a continuing waiver or a waiver of any other provision. A party’s failure to enforce any provision shall not constitute a waiver of its right to do so.

22. Changes to Terms

We reserve the right to modify these Terms at any time. Material changes will be communicated via email or in-app notification at least 30 days before they take effect. Your continued use of the Service after the effective date of revised Terms constitutes your acceptance. If you do not agree with the revised Terms, you must stop using the Service and close your account.

23. Contact

For questions about these Terms, contact us at:

CannaBooks Pro LLC
Email: legal@cannabookspro.com