Terms and Conditions
Effective Date: February 7, 2025
Last Updated: October 6, 2026
Part I - SHFG Client Accounting Integration
These SHFG Client Accounting Integration End-User License Agreement and Terms of Use (“Integration Terms”) govern access to and use of the SHFG Client Accounting Integration (“Integration”), provided by Southern Heritage Financial Group (“SHFG,” “we,” “us,” or “our”).
These Integration Terms supplement SHFG's general Terms & Conditions, Privacy Policy, and any engagement letter, service agreement, or other agreement between SHFG and the client. By connecting, authorizing, accessing, or using the Integration, you acknowledge that you have read, understood, and agree to these Integration Terms.
1. Purpose of the Integration
The SHFG Client Accounting Integration is a technology solution that allows authorized clients of Southern Heritage Financial Group to connect supported third-party financial and accounting platforms, including QuickBooks Online, with SHFG's internal systems.
The Integration is designed to facilitate the secure retrieval and processing of authorized financial information in connection with accounting, bookkeeping, tax, advisory, financial reporting, financial analysis, and other professional services that SHFG has been engaged to provide.
Use of the Integration does not, by itself, create a professional-services engagement with SHFG. Professional services are governed by the applicable engagement letter or service agreement between SHFG and the client.
2. Acceptance and Authority to Connect an Account
By authorizing a QuickBooks Online company or other supported account to connect to the Integration, you represent and warrant that:
(a) you are at least 18 years old and legally capable of entering into these Integration Terms;
(b) you are the owner of the connected account or have been duly authorized by the account owner or business to grant SHFG access;
(c) you have authority to authorize SHFG to access and process information contained within the connected account for the purposes described in these Integration Terms and the applicable engagement agreement; and
(d) your authorization does not violate any agreement, law, regulation, fiduciary duty, confidentiality obligation, or third-party right applicable to you or the connected account.
If your authority to grant access changes or terminates, you agree to notify SHFG promptly and, when appropriate, revoke the Integration's access.
3. Limited License
Subject to these Integration Terms, SHFG grants authorized users a limited, revocable, non-exclusive, non-transferable, and non-sublicensable right to access and use the Integration solely in connection with services provided by SHFG.
You may not, directly or indirectly:
(a) copy, reproduce, sell, sublicense, distribute, or commercially exploit the Integration;
(b) reverse engineer, decompile, disassemble, or attempt to derive the source code, architecture, security controls, or underlying technology of the Integration, except where such restriction is prohibited by applicable law;
(c) circumvent or attempt to circumvent authentication, authorization, access-control, or security mechanisms;
(d) introduce malicious software, interfere with the operation of the Integration, or attempt unauthorized access to systems or information;
(e) use the Integration to access information you are not legally authorized to access; or
(f) use the Integration for any unlawful, fraudulent, abusive, or unauthorized purpose.
4. QuickBooks Online Authorization
The Integration may allow you to connect a QuickBooks Online company through Intuit's authorization process.
When you authorize the connection, you authorize SHFG and the Integration to access information made available through the permissions you grant through Intuit. Depending upon the permissions granted and services being provided, this information may include accounting records, financial transactions, account balances, chart-of-accounts information, journal entries, customer and vendor information, accounts receivable, accounts payable, financial reports, and other information maintained within your QuickBooks Online company.
SHFG will access QuickBooks information only for authorized business purposes associated with operating the Integration, providing agreed services, maintaining the client relationship, complying with applicable obligations, protecting the security and integrity of SHFG systems, or as otherwise disclosed in SHFG's Privacy Policy.
Intuit and QuickBooks are trademarks and service marks of Intuit Inc., registered in the United States and other countries.
5. Use of Connected Financial Information
Information obtained through the Integration may be used by SHFG to perform or support services for which SHFG has been engaged, including, as applicable: bookkeeping and accounting preparation; account and transaction analysis; reconciliation support; financial statement and management-report preparation; accounts receivable and accounts payable analysis; general-ledger review; identification and investigation of unusual or incomplete accounting activity; preparation of accounting schedules; tax preparation and tax-planning support; advisory services; engagement-readiness procedures; and other services authorized by the client.
Access to information through the Integration does not expand the scope of SHFG's professional engagement beyond the services identified in the applicable engagement letter or service agreement.
6. Automated Processing and Artificial Intelligence
SHFG may use automation, artificial intelligence, machine-learning technologies, and other technology-assisted processes as part of its internal operations and delivery of services.
Such technologies may assist SHFG with activities including organizing financial information, retrieving authorized records, identifying missing information, detecting exceptions or unusual activity, preparing schedules and summaries, evaluating engagement readiness, monitoring workflow status, and preparing information for professional review.
Automated or artificial-intelligence-assisted output is not, by itself, an audit opinion, accounting determination, tax determination, legal opinion, certification, attestation, or other professional conclusion.
Where professional judgment is required, automated systems are intended to assist—not replace—the qualified professionals responsible for providing the applicable professional service. SHFG remains responsible for performing its services in accordance with the terms of the applicable engagement and professional standards applicable to those services.
7. Client Responsibilities
You remain responsible for the completeness, accuracy, and integrity of information maintained in your accounting and financial systems.
Unless expressly provided otherwise in an engagement agreement, you are responsible for:
maintaining accurate books and records; providing requested supporting documentation; maintaining appropriate internal controls; reviewing information and reports provided to you; maintaining authorized access to connected accounts; protecting your own usernames, passwords, and authentication credentials; notifying SHFG of material errors or unauthorized activity; and notifying SHFG when an individual's authority to access or connect an account has changed.
The Integration does not relieve management, owners, or other responsible persons of their responsibilities for the entity's financial records, financial statements, internal controls, tax filings, or business decisions.
8. Third-Party Platforms and Services
The Integration interoperates with services provided by third parties, including QuickBooks Online and Intuit.
Third-party products and services are governed by their respective providers' terms, privacy policies, availability, functionality, and security practices. SHFG does not own or control QuickBooks Online or other third-party platforms and is not responsible for changes, outages, interruptions, restrictions, errors, discontinuation, or other actions attributable to a third-party provider.
SHFG does not guarantee that any third-party integration will remain available indefinitely or that a third-party provider will continue to make particular information or functionality available through its application programming interfaces or other services.
9. Information Security
SHFG maintains administrative, technical, and organizational safeguards designed to protect information accessed or processed through the Integration against unauthorized access, acquisition, alteration, disclosure, or destruction.
Access to connected financial information is limited according to legitimate business and professional-service needs and SHFG's applicable access controls.
No electronic information system or method of transmission can be guaranteed to be completely secure. Accordingly, SHFG cannot warrant absolute security but will maintain safeguards appropriate to the nature of the information processed and applicable legal, contractual, and professional obligations.
10. Authorization Credentials and Access Tokens
The Integration may use secure authorization credentials or access tokens provided through third-party authorization processes to maintain authorized connectivity with services such as QuickBooks Online.
SHFG does not require clients to provide their QuickBooks passwords to the Integration for purposes of establishing an OAuth-authorized QuickBooks connection.
Authorization credentials used by the Integration are maintained through controlled systems and are not intended to be exposed through the ordinary user interface.
Clients must not attempt to access, obtain, manipulate, or interfere with authorization credentials, access tokens, security keys, or other credentials used internally by the Integration.
11. Sale and Commercial Use of Connected Financial Data
SHFG does not sell or rent QuickBooks Online data obtained through the SHFG Client Accounting Integration.
SHFG does not use connected QuickBooks information for unrelated commercial exploitation or permit third parties to use such information for their own independent marketing purposes merely because the information was made available through the Integration.
Information may be disclosed to service providers, contractors, professional advisers, governmental authorities, or other parties when necessary to provide authorized services, operate or secure the Integration, comply with applicable law or professional obligations, enforce agreements, or as otherwise described in SHFG's Privacy Policy.
12. Disconnecting QuickBooks Online
You may revoke the Integration's access to your QuickBooks Online company in accordance with the functionality made available by Intuit or by contacting SHFG at helpdesk@shfgglobal.com.
Where SHFG provides a connection-management interface, an authorized administrator may also request disconnection through that interface.
Disconnecting the Integration generally prevents future retrieval of information through the revoked QuickBooks authorization. It does not necessarily delete information previously obtained by SHFG.
13. Effect of Disconnection
Following disconnection, SHFG may retain information previously obtained through the Integration when retention is reasonably necessary to complete or document professional services, maintain required accounting or tax records, comply with legal or regulatory requirements, satisfy professional standards, establish or defend legal rights, resolve disputes, maintain appropriate business records, protect system security, or comply with SHFG's applicable record-retention policies.
Disconnecting QuickBooks Online therefore should not be interpreted as a request for immediate deletion of every record previously received or created by SHFG.
14. Data Retention and Deletion
SHFG retains and deletes information in accordance with its Privacy Policy, applicable engagement agreements, professional obligations, record-retention requirements, contractual obligations, and applicable law.
Requests concerning access to, correction of, retention of, or deletion of personal information should be submitted using the contact information provided in SHFG's Privacy Policy.
Where SHFG is legally or professionally required or otherwise permitted to retain particular records, a request to delete information may not result in immediate or complete deletion.
15. Confidentiality
SHFG will handle confidential client information accessed through the Integration in accordance with applicable engagement agreements, SHFG policies, applicable professional obligations, and SHFG's Privacy Policy.
Nothing in these Integration Terms is intended to diminish any confidentiality obligation imposed upon SHFG by an applicable professional standard, engagement agreement, or law.
16. Relationship to Professional Engagement Agreements
These Integration Terms govern the client's access to and use of the SHFG Client Accounting Integration. They do not replace the engagement letter or service agreement governing professional services provided by SHFG.
The nature, scope, limitations, responsibilities, fees, deliverables, and other terms applicable to accounting, tax, advisory, assurance, consulting, or other professional services remain governed by the applicable engagement letter or service agreement.
If these Integration Terms conflict with an executed engagement agreement concerning the scope or performance of professional services, the executed engagement agreement will control with respect to those professional services.
17. No Audit, Verification, or Certification Created by Data Access
SHFG's ability to access information through the Integration does not mean that SHFG has audited, examined, reviewed, reconciled, verified, approved, certified, or otherwise validated that information.
The Integration may retrieve, organize, analyze, or process information without determining whether the underlying information is complete, accurate, properly classified, appropriately supported, or compliant with applicable accounting or tax requirements.
Any audit, review, compilation, attestation, tax opinion, accounting determination, or other professional conclusion will arise only when specifically included within the applicable professional engagement and performed in accordance with the standards applicable to that engagement.
This provision is particularly important for your Camille architecture because it prevents “Camille retrieved it from QBO” from being confused contractually with “SHFG verified it.”
18. Availability, Maintenance, and Modifications
SHFG may maintain, update, modify, enhance, restrict, suspend, or discontinue all or part of the Integration from time to time.
The Integration may occasionally be unavailable because of maintenance, security measures, third-party outages, internet disruptions, changes to third-party application programming interfaces, circumstances beyond SHFG's reasonable control, or other operational reasons.
SHFG may modify the Integration to improve functionality, security, compliance, efficiency, or compatibility with third-party services.
19. Disclaimer of Technology Warranties
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE INTEGRATION IS PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS.
SHFG DOES NOT WARRANT THAT THE INTEGRATION WILL OPERATE WITHOUT INTERRUPTION, DELAY, ERROR, OR SECURITY INCIDENT; THAT EVERY THIRD-PARTY SERVICE WILL REMAIN AVAILABLE OR COMPATIBLE; OR THAT EVERY ERROR OR INTERRUPTION CAN OR WILL BE CORRECTED.
THIS TECHNOLOGY DISCLAIMER DOES NOT ALTER ANY PROFESSIONAL OBLIGATION EXPRESSLY UNDERTAKEN BY SHFG UNDER AN APPLICABLE ENGAGEMENT AGREEMENT OR PROFESSIONAL STANDARD.
20. Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, SHFG WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES ARISING SOLELY FROM THE USE OF OR INABILITY TO USE THE INTEGRATION, INCLUDING DAMAGES RESULTING FROM THIRD-PARTY PLATFORM OUTAGES, INTERNET INTERRUPTIONS, UNAUTHORIZED CLIENT CREDENTIAL USE, OR THIRD-PARTY SERVICE CHANGES, EXCEPT TO THE EXTENT SUCH LIMITATION IS PROHIBITED BY LAW.
ANY LIMITATION OF LIABILITY APPLICABLE TO PROFESSIONAL SERVICES PROVIDED BY SHFG WILL BE GOVERNED BY THE APPLICABLE ENGAGEMENT AGREEMENT AND APPLICABLE LAW.
I recommend attorney review of this section before publication. Because you're a CPA firm, I deliberately separated technology-related liability from liability arising from professional services rather than attempting to impose one blanket liability cap.
21. Suspension and Termination
SHFG may suspend or terminate access to the Integration when reasonably necessary because of suspected unauthorized access, security concerns, violation of these Integration Terms, misuse of the Integration, termination or suspension of the underlying client relationship, third-party platform requirements, legal or regulatory obligations, or circumstances that create an unreasonable risk to SHFG, its clients, or its systems.
Termination of Integration access does not automatically terminate an existing professional-services engagement unless otherwise stated by SHFG or provided in the applicable engagement agreement.
22. Changes to These Integration Terms
SHFG may update these Integration Terms from time to time to reflect changes in the Integration, third-party services, SHFG's business practices, applicable laws, professional requirements, or security practices.
The “Last Updated” date appearing with these Integration Terms will identify the most recent revision. Where required by applicable law or contract, SHFG will provide additional notice of material changes.
Continued use of the Integration following the effective date of revised Integration Terms constitutes acceptance of the revised terms to the extent permitted by applicable law.
23. Governing Law
These Terms and Conditions any dispute arising from the use of the Integration will be governed by and construed in accordance with the laws of the State of Georgia, without regard to its conflict-of-law principles, except to the extent superseded by applicable federal law. Any dispute concerning professional services provided by SHFG remains subject to the governing-law and dispute-resolution provisions of the applicable engagement agreement.
Part II - SMS Terms & Conditions
24. SMS Consent and Communications
By opting into SMS communications from Southern Heritage Financial Group through a web form or other available method, you agree to receive SMS messages from SHFG.
SMS communications may include appointment scheduling, appointment reminders, post-visit instructions, service notifications, billing notifications, and other communications relating to services you receive from SHFG.
Phone numbers obtained through the SMS consent process will not be shared with third parties for marketing purposes.
25. Types of SMS Communications
If you consent to receive text messages from Southern Heritage Financial Group, you may receive messages relating to appointments, services, billing, or your account.
26. Message Frequency
Message frequency may vary depending upon the type of communication and your relationship with SHFG.
For example, you may receive up to three (3) SMS messages per week relating to an appointment. Actual frequency may vary based upon your appointments, account activity, and services.
27. Message and Data Rates
Standard message and data rates may apply depending upon your wireless carrier and service plan. Charges may vary for domestic or international messaging.
Southern Heritage Financial Group does not separately charge you for SMS messages sent by SHFG; however, your wireless carrier may impose message, data, or other charges.
Please contact your wireless provider regarding questions about your text or data plan.
28. SMS Opt-In
You may opt in to receive SMS communications from Southern Heritage Financial Group through available methods, including:
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verbally during a conversation;
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submitting an online form;
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scheduling a consultation; or
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another affirmative consent mechanism made available by SHFG.
These are the opt-in methods currently identified on your website.
29. SMS Opt-Out
You may opt out of SMS communications at any time by replying STOP to an SMS message received from Southern Heritage Financial Group.
You may also contact SHFG directly to request removal from SMS communications.
Following an opt-out request, you may receive a confirmation message. Your decision to opt out of SMS communications does not terminate your professional-services relationship with SHFG or prevent SHFG from communicating with you through other authorized methods when appropriate.
30. SMS Help
For assistance with SMS communications, reply HELP or contact Southern Heritage Financial Group at:
404-445-6258
info@shfgglobal.com
Those are the assistance methods currently published in your SMS terms.
31. Mobile Number Changes
You agree to notify SHFG if the mobile telephone number associated with your SMS consent changes and to update your information as appropriate.
32. Information Associated With SMS Communications
Information obtained in connection with SHFG's SMS services may include your mobile telephone number, carrier information, date and time of communications, message content, and other information you provide through SMS.
SHFG may use this information to communicate with you and provide services you request.
SHFG's collection, use, retention, and protection of personal information are further described in its Privacy Policy.
33. SMS Service Availability and Changes
SHFG may modify or terminate its SMS messaging service from time to time, subject to applicable law and contractual obligations.
SHFG does not guarantee uninterrupted availability or delivery of SMS communications because delivery may depend upon wireless carriers, telecommunications networks, device availability, and other third-party systems.
34. Standard SMS Disclosures
Message frequency may vary. Message and data rates may apply. Reply STOP to opt out at any time. Reply HELP for assistance.
You are not required to consent to SMS communications as a condition of purchasing services unless expressly disclosed and permitted by applicable law.
For additional information regarding SHFG's collection and use of personal information, please review our Privacy Policy.
PART III — GENERAL PROVISIONS
35. Privacy Policy
SHFG's collection, use, disclosure, protection, retention, and deletion of personal information is further governed by the SHFG Privacy Policy available at https://www.shfgglobal.com/privacypolicy.
36. Relationship Between These Terms
Part I applies specifically to the SHFG Client Accounting Integration.
Part II applies specifically to SMS communications provided by Southern Heritage Financial Group.
Part III contains provisions applicable generally to these Terms.
Consent to SMS communications does not constitute authorization to access a QuickBooks Online company. Likewise, authorization of the SHFG Client Accounting Integration does not, by itself, constitute consent to receive marketing SMS communications.
37. Changes to These Terms
SHFG may revise these Terms from time to time to reflect changes in its services, technology, communications practices, legal requirements, or business operations.
The “Last Updated” date displayed at the top of this page identifies the most recent revision.
38. Contact Information
Questions regarding these Terms, the SHFG Client Accounting Integration, SMS communications, or related services may be directed to:
Southern Heritage Financial Group
3800 Camp Creek Parkway
Bldg 1400 Ste 116B #1104
Atlanta, GA 30331
Telephone: 404-445-6258
Email: info@shfgglobal.com
Website: www.shfgglobal.com