Terms of Service
The service
BookkeeperNudge provides client checklists and capped email/SMS reminders that point clients to your firm’s existing document portal. We never store your clients’ files.
14-day free trial
New firms get a 14-day free trial with no credit card required. The trial includes guided workspace setup and help configuring your first client checklist so you can test real reminders. After day 14, continue on a paid plan or stop — no card was collected for the trial itself.
Plans & billing
- Solo — $29/mo, up to 15 active client checklists
- Pro — $59/mo, up to 50 active client checklists, setup-for-you included
- Tax-season setup (optional add-on) — $99 one-time (bulk client import and custom seasonal tax-organizer checklists)
An active client checklist is one client with an open list of documents you are waiting on. Finished or archived checklists do not count. Cancel anytime before the next renewal; you keep access through the period already paid.
14-day money-back guarantee
If you request a refund within 14 calendar days of your first paid subscription charge, we refund that charge in full. Email hello@bookkeepernudge.com.
Your responsibilities
You confirm you have permission to email and/or text the clients you add. Reminder content must comply with applicable anti-spam and telemarketing rules. You remain responsible for your portal, document review, and professional advice to clients.
No document storage
Uploads happen only in your portal. We do not open, OCR, scan, or judge client files. Connecting to a vault API would mean giving another vendor read access to client tax and bank files — we refuse that design.