End User License Agreement

Bourque AI Business Agent — last updated September 9, 2026

This End User License Agreement ("Agreement") governs use of the Bourque AI Business Agent (the "Application"), a private workpaper-preparation tool built for Bourque & McLucas CPAs and its authorized staff and clients. By logging in and using the Application, you agree to the terms below.

1. Purpose

The Application connects to a client's QuickBooks Online company (via Intuit's API, read-only) or accepts uploaded trial balance / general ledger exports, and produces a tax-grouped trial balance workpaper, a book-review exceptions report, and proposed adjusting journal entries for the firm's review. It is a preparation aid for licensed accounting staff — it does not file returns, does not give tax advice, and does not write any data back to a client's QuickBooks company.

2. License

Bourque & McLucas CPAs grants authorized users a limited, non-transferable, revocable right to use the Application solely for engagement work on behalf of the firm or its clients. No license is granted to resell, sublicense, or redistribute the Application.

3. Your Responsibilities

• Keep your login credentials confidential; you are responsible for activity under your account.
• Every classification, exception finding, and proposed adjusting entry the Application produces is a draft for a qualified preparer to review before it is relied on or filed. The Application is a review aid, not a substitute for professional judgment.
• You are responsible for the accuracy of any file you upload and for authorizing only the QuickBooks companies you have the right to connect.

4. No Warranty

The Application is provided "as is." Outputs (classifications, exceptions, AJE proposals, computed grades) are generated with AI assistance and deterministic checks, but Bourque & McLucas CPAs makes no warranty that outputs are error-free. Every integrity gate the Application enforces (tie-out, balanced entries) is an internal consistency check, not a substitute for review.

5. Data

See the Privacy Policy for what data the Application accesses, how it is processed, and where it is stored.

6. Termination

Access may be revoked at any time, including on end of an engagement. Disconnecting a QuickBooks company (via QuickBooks' "Connected Apps" settings or the Application's own disconnect action) immediately revokes the Application's API access to that company.

7. Contact

Questions about this Agreement: Ryan Bourque, CPA — Bourque & McLucas CPAs.