Terms of Engagement

Last Updated: April 2026

These Terms of Engagement (“Terms”) govern the professional relationship between Filing99 (“we”, “us”, “our”, “the Firm”) and the client (“you”, “your”, “the Client”) who engages our accounting, bookkeeping, and financial advisory services. By engaging Filing99, you agree to be bound by these Terms.

1. Scope of Services

Filing99 provides professional bookkeeping, accounting, financial reporting, compliance support, accounts payable and receivable management, and Virtual CFO advisory services as agreed upon during the onboarding process. The specific scope of services will be outlined in a separate engagement letter or service agreement provided to you prior to commencement.

Any additional services requested beyond the agreed scope will be subject to a separate written agreement and may attract additional fees.

2. Client Responsibilities

To enable Filing99 to deliver services efficiently and accurately, the Client agrees to:

Provide complete, accurate, and timely financial information, documents, and records as requested
Grant necessary access to accounting software, bank statements, and other relevant systems
Inform Filing99 promptly of any changes in business structure, ownership, or operations that may affect the services
Review and approve all financial reports and statements within a reasonable timeframe
Ensure that all information provided is truthful, accurate, and not misleading

3. Professional Standards

Filing99 operates under the professional standards established by the Institute of Chartered Accountants of India (ICAI) and applicable international accounting standards. All services are delivered with due professional care, integrity, and objectivity.

4. Fees and Payment Terms

Service fees are as agreed in the engagement letter or as per the pricing plan selected by the Client. Unless otherwise agreed:

Fees are payable monthly in advance
Invoices are issued on the 1st of each month
Payment is due within 7 days of invoice date
Late payments may attract interest at 1.5% per month on the outstanding amount
Filing99 reserves the right to suspend services in case of non-payment beyond 15 days

5. Confidentiality

Filing99 treats all client information as strictly confidential. We will not disclose any financial data, business information, or personally identifiable information to any third party without your prior written consent, except where required by law, regulatory authority, or professional obligations.

This confidentiality obligation continues indefinitely, even after the termination of the engagement.

6. Intellectual Property

All working papers, methodologies, templates, and internal processes developed by Filing99 remain the intellectual property of the Firm. Financial reports, statements, and outputs prepared for the Client become the property of the Client upon full payment of all outstanding fees.

7. Limitation of Liability

Filing99’s liability in connection with any engagement shall not exceed the total fees paid by the Client for the specific service giving rise to the claim in the preceding three months. Filing99 shall not be liable for any indirect, consequential, incidental, or punitive damages arising from the provision of services.

Filing99 is not responsible for errors or omissions arising from inaccurate, incomplete, or untimely information provided by the Client.

8. Third-Party Services

Filing99 may use third-party software platforms and tools (including QuickBooks, Xero, Zoho Books, and Tally) to deliver services. The Client acknowledges that such platforms are subject to their own terms of service and privacy policies, and Filing99 shall not be liable for any disruption or data loss arising from such third-party platforms.

9. Termination

Either party may terminate the engagement by providing 30 days written notice. Upon termination:

All outstanding fees become immediately due and payable
Filing99 will provide all client-owned financial records and data within 14 days of receiving full payment
Any work in progress will be billed on a pro-rata basis

10. Governing Law

These Terms shall be governed by and construed in accordance with the laws of India. Any disputes arising from these Terms shall be subject to the exclusive jurisdiction of the courts of India.

11. Amendments

Filing99 reserves the right to amend these Terms at any time. Clients will be notified of any material changes via email at least 14 days before the changes take effect. Continued use of our services after such notification constitutes acceptance of the revised Terms.

12. Contact Us

For any queries regarding these Terms of Engagement, please contact us at:

Filing99
Email: info@filing99.com
Website: filing99.com/contact-us