Terms of Use

A1. The Service

The service provides property portfolio management for landlords, including tenancy management, compliance tracking (gas safety, electrical, EPC and related duties), tax preparation, and submission of tax returns and quarterly updates to HMRC under Making Tax Digital (MTD). Optional features include Open Banking transaction feeds, document e-signing, and a tenant portal for your tenants.

A2. Your Account Responsibilities

• Keep your login credentials confidential and do not share your account.
• We recommend enabling two-factor authentication (available in your account settings) to protect your account.
• You are responsible for the accuracy of all data you enter. In particular, figures submitted to HMRC through the service are prepared from your data, and you remain responsible for the accuracy and completeness of your tax returns. The service is a tool, not a tax adviser — review every submission before you send it.
• Notify us promptly if you suspect unauthorised access to your account.

A3. Plans, Subscriptions and Billing

• Current plans, prices and feature limits are set out on the pricing page.
• Paid plans are billed as recurring subscriptions through our payment provider, Stripe. Subscriptions renew automatically at the end of each billing period until cancelled.
• You can change or cancel your plan at any time from your billing settings; cancellation takes effect at the end of the current billing period.
• We may change plan prices or limits with reasonable advance notice; changes apply from your next billing period.

A4. Acceptable Use

• Do not attempt to access data belonging to other accounts.
• Do not attempt to circumvent security measures or exploit vulnerabilities.
• Do not use automated tools to access the service (scraping, bots, etc.).
• Do not use the service to submit information to HMRC that you know to be false or misleading.

A5. Availability

The service is provided "as is". We use reasonable endeavours to keep it available, but we do not guarantee uninterrupted access — maintenance windows and technical issues may cause temporary downtime. HMRC's own services are outside our control: we accept no liability for HMRC service outages, and it remains your responsibility to meet filing deadlines (HMRC publishes alternative filing routes if its MTD services are unavailable).

A6. Limitation of Liability

Our total liability to you arising out of or in connection with the service in any 12-month period is capped at the fees you paid for the service in the 12 months before the event giving rise to the claim. We are not liable for indirect or consequential loss, loss of profit, or tax penalties arising from inaccurate data you supplied. Nothing in these terms excludes or limits liability that cannot be excluded or limited by law (including liability for death or personal injury caused by negligence, or for fraud).

A7. Data Processing

How we collect, use, share and retain personal data — including the fraud prevention data we are legally required to send to HMRC with MTD submissions — is set out in our Privacy Notice, which forms part of these terms.

A8. Termination

You may close your account at any time. We may suspend or terminate accounts that breach these terms, with notice where reasonably practicable. On termination you may export your data before closure; after closure your data is handled in accordance with the retention periods in the Privacy Notice (financial records are retained for the HMRC-required period).

A9. Governing Law

These terms are governed by the laws of England and Wales, and the courts of England and Wales have exclusive jurisdiction.

B1. Acceptance

By accessing the tenant portal, you agree to these terms of use. If you do not agree, please do not use the portal. These terms supplement (but do not replace) your tenancy agreement.

B2. Account Security

• You are responsible for keeping your login credentials confidential.
• You must change your temporary password on first login.
• Notify your landlord immediately if you suspect unauthorised access to your account.
• Do not share your account with other individuals, including other tenants at the property.

B3. Permitted Use

The tenant portal is provided for you to:

• View your tenancy and payment information
• Submit and track maintenance requests
• Communicate with your landlord
• View and sign tenancy documents
• Manage your data and privacy preferences

B4. Prohibited Conduct

• Do not attempt to access data belonging to other tenants or properties.
• Do not attempt to circumvent security measures or exploit vulnerabilities.
• Do not use automated tools to access the portal (scraping, bots, etc.).
• Do not submit false or misleading maintenance requests.

B5. Availability

We aim to keep the portal available at all times but do not guarantee uninterrupted access. Maintenance windows or technical issues may cause temporary downtime.

B6. Data and Privacy

Your use of the portal is subject to our Privacy Notice, which explains how we collect, use, and protect your personal data.

B7. Account Termination

Your portal account will be deactivated when your tenancy ends. You may request a copy of your data before deactivation. After deactivation, your data will be handled in accordance with the retention periods described in our Privacy Notice.

B8. Changes to Terms

We may update these terms from time to time. Continued use of the portal after changes constitutes acceptance of the updated terms.

B9. Governing Law

These terms are governed by the laws of England and Wales.