Financial & Tax Disclaimer
Last updated: August 2026
This disclaimer explains the limits of what FlowBooks provides. It applies to all features, including document processing, categorization, reconciliation assistance, reports, and AI-assisted tools.
FlowBooks Is Software, Not a Professional Advisor
FlowBooks is bookkeeping and financial-management software. FlowBooks is not a law firm, accounting firm, tax firm, investment adviser, financial adviser, or other professional advisory service, and using FlowBooks does not create a professional advisory relationship between you and FlowBooks.
Not a Substitute for a Qualified Professional
FlowBooks does not replace a qualified accountant, bookkeeper, CPA, tax professional, attorney, or other appropriate professional. For tax filings, legal decisions, investment decisions, and other matters requiring professional expertise, consult an appropriately qualified professional licensed in your jurisdiction.
You Are Responsible for Reviewing Your Records
You remain responsible for reviewing your financial records and for determining whether the information in your workspace is complete and accurate. You should not rely solely on FlowBooks for any filing, decision, or obligation that requires professional judgment.
Automated Processing May Contain Errors
Automated processing, categorization, extraction, reconciliation assistance, reports, and recommendations produced by FlowBooks may contain errors. These outputs are tools to assist you, not final determinations. You should review and confirm all information before using it.
Do Not Rely Solely on FlowBooks for Tax or Legal Matters
You should not rely solely on FlowBooks for tax filings, tax positions, legal decisions, investment decisions, or other professional advice. Tax and legal obligations depend on your specific circumstances and jurisdiction, and FlowBooks cannot assess your individual situation.
AI-Generated Information May Be Inaccurate
FlowBooks uses AI-assisted features that may generate or suggest information. AI-generated information may be inaccurate, incomplete, or outdated, and should be verified independently before being relied upon. See our AI Assistant (Flo) Disclaimer for more information.
No Guaranteed Outcomes
FlowBooks does not guarantee any financial, tax, legal, or bookkeeping outcome, including accuracy of records, tax savings, compliance, or business results.
Changes to This Disclaimer
We may update this disclaimer from time to time. The “Last updated” date above reflects the most recent revision. Your continued use of FlowBooks after changes take effect constitutes acceptance of the updated disclaimer.
Contact Us
If you have questions about this disclaimer, contact us through the Contact page or the in-app support options.