This is Section 5A of the Terms of Service and EULA, reproduced in full. Read it with those terms and your applicable Order.
5A. Partner billing and client responsibilities
Purchase and payment. Sovereign bills Customer directly for the subscription, including when Customer enrolls through a partner portal with an authorized accountant, bookkeeper or managed service provider (Partner). A partner portal is a checkout interface for the Sovereign subscription; Partner does not invoice, collect or hold Customer's subscription payment, and Customer is not charged twice for the same subscription. Sovereign pays commissions to participating partners under separate partner agreements. Customer's subscription price is the price disclosed to Customer at enrollment under Section 5.
Separate client subscriptions. Each subscription has its own identified business, trial-activation timestamp, trial end, renewal date, cancellation status and refund-guarantee expiry. Enrolling an additional business does not restart or extend another business's trial or refund window. Unless a separately accepted Order expressly states otherwise, the same 14-day automatically converting trial, monthly term, no cancellation fee and 30-day guarantee from trial activation apply to each subscription enrolled through a partner portal. Sovereign discloses the applicable price and the conversion and renewal terms to Customer at enrollment, and Customer affirmatively authorizes the charge, as Section 5 requires.
Cancellation. Customer manages subscription cancellation in its account management portal, including where Customer enrolled through a partner portal. Canceling one business's subscription cancels only that subscription; it does not cancel another business's subscription enrolled through the same partner. Customer should complete needed backup/export before its subscription ends. A cancellation request made to Partner is not itself a completed cancellation of the Sovereign subscription.
Refunds. Customer requests an eligible subscription refund directly from Sovereign at support@ownmybooks.com, and Sovereign refunds the eligible Sovereign subscription charge to Customer under the Section 5 guarantee. Partner may separately charge Customer for bookkeeping, onboarding, advisory and other managed services under separately disclosed terms. Those fees are Partner's own, are not part of the Sovereign subscription charge, and are not covered by Sovereign's subscription guarantee; they require their own clearly disclosed refund terms. No voluntary subscription refunds are available outside the guarantee; applicable nonwaivable rights remain unaffected.
Billing and support. Sovereign handles questions and disputes about its own subscription charges to Customer. Partner handles questions and disputes about its separately disclosed service fees. Sovereign provides software email support on the schedule stated in Section 5; Partner is responsible for support relating to its own bookkeeping, advisory and managed services. This allocation does not create an uptime SLA or service credits.
Client authority. Each business must separately accept this Agreement and separately authorize its accounting connection, directly or through a representative with authority to act for that business. A partner relationship, a partner portal enrollment or a commission arrangement does not substitute for agreement acceptance, company-scoped authorization or separate human review and approval of accounting writes, and does not by itself give Partner access to another business's records.
Choosing and changing a partner. Customer chooses the partner that supports its subscription and may change or stop using a partner. Ending a partner relationship does not by itself transfer Customer or its data to another partner: Sovereign will not appoint a replacement partner, grant a partner access to Customer's records, or change who is billed, without Customer's authorization, and any replacement partner's own commercial terms require Customer's acceptance. Where Sovereign offers partner options and no local partner is available, the options may include remote partners, including AnyWay Tech, the owner's MSP; that ownership relationship is disclosed wherever AnyWay Tech is offered, and AnyWay Tech is not assigned automatically and receives no client records or credentials merely by being listed. Partner does not owe Sovereign Customer's subscription fees. Services Customer buys from Partner are governed by Partner's own terms and may be affected when that relationship ends; this Agreement governs only the Sovereign subscription.