The Walk-Away Promise

1.1 The Walk-Away Promise (the “Promise”) is offered by Accountants Direct Pty Ltd (ABN 16 155 811 448) (“Accountants Direct”, “we”, “us”, “our”) to subscribers to the Tax + Books™ plan (or another plan we expressly state in writing includes the Promise) (“you”, “your”).

1.2 The Promise forms part of, and must be read together with, our Business Subscription Terms published at accountantsdirect.com.au/business-subscription-terms/ (the “Subscription Terms”) — in particular clause 9 (Term, Termination, and Refunds) and clause 10 (Ownership of Documents and Lien) — and your Services Proposal and engagement letter. If there is any inconsistency, the Subscription Terms and your engagement letter prevail to the extent of the inconsistency.

2.1 “Business Day” means a day other than a Saturday, Sunday or public holiday in Queensland, Australia.

2.2 “Commencement Date” has the meaning given in the 30-Day Clean Books Turnaround terms.

2.3 “Minimum Period” means the first ninety (90) days from the Commencement Date.

2.4 “Termination Notice” means written notice of termination given in accordance with clause 9.1 of the Subscription Terms, addressed to support@accountantsdirect.com.au or your Account Director.

2.5 “Termination Date” means the date on which termination takes effect under clause 4.

2.6 “Your Xero File” means the Xero (or Sole) organisation in which we maintain your books under your Subscription Plan, together with the data in it.

2.7 “Clean and Up to Date” means reconciled and coded, based on the records and information you have provided, to the end of the last complete calendar month before the Termination Date.

3.1 There are no long-term lock-in contracts and no exit or cancellation fees. Your only commitments are the ninety (90) day Minimum Period and sixty (60) days’ written notice as set out in clause 9 of the Subscription Terms — and the notice period runs concurrently with the Minimum Period, not on top of it (clause 4).

3.2 When you leave, Your Xero File goes with you — Clean and Up to Date — as set out in clause 6.

3.3 On exit you pay only: (a) subscription fees up to and including the Termination Date; and (b) any amounts properly owing under the Subscription Terms (see clause 5). Nothing further is charged for leaving.

4.1 You may give a Termination Notice at any time, including at any point during the Minimum Period. Where notice is given during the Minimum Period, the sixty (60) day notice period runs concurrently with the Minimum Period — it is not added on top of it.

4.2 The Termination Date is the later of: (a) the last day of the Minimum Period; and (b) the date sixty (60) days after we receive your Termination Notice. In no case does the Termination Date fall earlier than the end of the Minimum Period, and in no case is your total commitment longer than the greater of ninety (90) days and the date your notice period ends.

4.3 Worked examples (days counted from the Commencement Date):

(a) Notice given on day 7: your 60 days’ notice would end on day 67, but the Minimum Period ends on day 90 — so your Termination Date is day 90. Your total commitment remains 90 days.

(b) Notice given on day 60: your 60 days’ notice ends on day 120, which is later than day 90 — so your Termination Date is day 120. The term extends only by the balance of your notice period.

(c) Notice given after the Minimum Period (for example, day 200): your Termination Date is day 260 — simply 60 days after notice.

4.4 Your subscription (including all services, guarantees and fees) continues to run as normal until the Termination Date.

5.1 Clause 9 of the Subscription Terms governs fees and refunds on termination. In summary, and subject to that clause:

(a) you must pay for services rendered and costs incurred up to the Termination Date;

(b) where you have paid in advance beyond the Termination Date (including annual prepayments), we refund the unused portion pro-rata within fourteen (14) days, less amounts properly owing (clause 9.2);

(c) where your annual tax return has been lodged under a monthly plan within the previous twelve (12) months, the disclosed unbilled balance of the return preparation cost may be included in your final invoice (clause 9.3);

(d) where you received a conditionally free service (such as company incorporation) and terminate before the applicable minimum subscription period ends, the standard disclosed fee for that service may be charged pro-rata (clause 9.4); and

(e) we will itemise all amounts and provide the final invoice before debiting any payment method.

6.1 Provided the conditions in clause 7 are met, within ten (10) Business Days of the later of the Termination Date and payment of your final invoice, we will:

(a) bring Your Xero File Clean and Up to Date;

(b) where we hold the Xero subscription for you, transfer ownership of the organisation to you (or, at your direction, to your new adviser) so that billing and control pass to you; or, where you hold the subscription, remove our access at your direction;

(c) invite your nominated new adviser to the file, where you ask us to;

(d) return the source documents you provided to us, on request (clause 10.1 of the Subscription Terms); and

(e) provide reasonable transition assistance to you and your incoming adviser (clause 9.2 of the Subscription Terms).

6.2 “Clean and Up to Date” depends on what we have received: it does not extend to transactions or periods for which you have not provided records, bank feeds or answers to queries, despite our reasonable requests. Records and answers received later than ten (10) Business Days before the Termination Date may be processed as part of handover but are not covered by the commitment in clause 6.1(a).

6.3 After transfer, the Xero (or Sole) subscription and its ongoing costs are yours (or your new adviser’s). We are not responsible for changes made to the file by you or any third party after our access ends.

7.1 Our obligations under clause 6 are subject to: (a) payment of your final invoice; and (b) you providing the destination details we reasonably need (transfer recipient, new adviser contact, or confirmation to remove access).

7.2 Clause 10 of the Subscription Terms applies. For clarity: we will never withhold documents you provided to us, or documents you require to meet statutory lodgement obligations, or any document whose retention would breach our obligations under TASA or the Code of Professional Conduct (clause 10.3). Our working papers and internal documents remain our property (clause 10.2), and we retain copies of records as required for our professional, legal and insurance obligations, handled in accordance with clause 11 (Confidentiality, Privacy and Data Protection).

8.1 Unless we agree otherwise in writing, work falling due after the Termination Date — including BAS, returns and financial statements for periods ending after that date — is not included, and we cease acting as your tax agent from the Termination Date (clause 9.2 of the Subscription Terms).

8.2 If you re-subscribe after leaving, then-current pricing applies, and one-time joining benefits (including the 30-Day Clean Books Turnaround Included Hours) are subject to their own terms, including any exclusion period for returning clients.

9.1 Our services come with guarantees that cannot be excluded under the Australian Consumer Law. Nothing in these terms excludes, restricts or modifies any consumer guarantee, right or remedy you have under the Competition and Consumer Act 2010 (Cth) or any other law that cannot lawfully be excluded. The Promise is in addition to those rights and remedies.

10.1 We may amend or withdraw the Promise at any time by updating this page. Changes apply prospectively to subscriptions commencing after the change is published, and clause 19 (Changes to These Terms) of the Subscription Terms applies.

10.2 These terms are governed by the laws of Queensland, Australia, and the parties submit to the non-exclusive jurisdiction of its courts

10.3 These terms were last updated on 18th August 2026.