Terms of Use

Last updated: May 2026

1. Acceptance

By using Trustbook Pro ("the Service"), provided by Trustbook AG ("Trustbook"), you agree to these Terms. The contracting party is the firm (the accounting firm, fiduciary, or broker) — not the individual firm member. Individual members access the Service through their firm's account.

2. What the Service does

Trustbook Pro lets a firm exchange documents with its clients in a secure, audited workspace: clients upload documents in response to requests, firms send back deliveries, and both sides exchange messages with attachments. Trustbook does not provide tax, legal, accounting, or financial advice — the firm remains solely responsible for the professional services it delivers to its clients.

3. Accounts & firm admins

• Each firm has at least one admin who manages member access from the Settings page.
• Firm admins are responsible for adding and removing members, and for ensuring members only access client data they need.
• Firm admins are responsible for revoking client links promptly when a mandate ends.
• Members are responsible for keeping their credentials secure and not sharing accounts.

4. Client data & the firm's role

The firm is the controller of its clients' personal data for the purposes of FADP and GDPR; Trustbook acts as a processor under the firm's instructions, as detailed in the Data Processing Agreement signed at onboarding. The firm warrants that it has the necessary legal basis (typically the client mandate or consent) to invite its clients to Trustbook Pro.

5. Acceptable use

• Do not use the Service for any unlawful purpose.
• Do not upload malicious files or attempt to compromise the platform.
• Do not attempt to access other firms' data — every firm is isolated under its own tenant.
• Do not use automated systems to access the Service without our written permission.

6. Pricing & billing

Pricing is agreed in writing between Trustbook and the firm at onboarding. Subscriptions are billed in line with the agreement. Either party may terminate with notice as specified in that agreement. We may update pricing for new agreements at any time; existing agreements keep their terms until renewal.

7. Availability

We aim to provide continuous availability but cannot guarantee uninterrupted access. Planned maintenance will be communicated to firm admins in advance whenever possible.

8. Liability

To the maximum extent permitted by Swiss law:

• The Service is provided "as is" without warranties of any kind.
• Trustbook is not liable for any indirect, incidental, or consequential damages.
• Trustbook's total liability is limited to the fees paid by the firm in the 12 months preceding the claim.
• The firm is responsible for the professional services it delivers to its clients; Trustbook is only responsible for the platform itself.

9. Termination

• Either party may terminate the agreement per its terms.
• Trustbook may suspend or terminate accounts that materially violate these Terms.
• On termination, firm data is exported on request and permanently deleted within 30 days.

10. Governing law

These Terms are governed by Swiss law. Disputes are subject to the exclusive jurisdiction of the courts of Zurich, Switzerland.

11. Changes

We may update these Terms. Material changes are notified to firm admins by email. Continued use of the Service after notification constitutes acceptance.

12. Contact

Trustbook AG, Zurich, Switzerland.
Email: legal@trustbook.ai