Posted: July 24, 2026
Thank you for subscribing to our whitelabel Services. These Whitelabel Services Terms (“Whitelabel Terms”) apply to whitelabel Services that we provide on your behalf and operate in addition to the terms of the Client Services Agreement (including any subject-matter specific terms, such as terms regarding payroll processing or sales tax remittance support). If there is an express conflict between the Whitelabel Terms and the Client Services Agreement, the Whitelabel Terms control. Terms defined in the Client Services Agreement and used in these Whitelabel Terms without definition or change have the meaning given to them in the Client Services Agreement.
"Partner" means the entity listed as customer on the Order Form that has entered into the Agreement for the purpose of engaging us to provide Services to its End Customers. All references to "you" and "your" in the Agreement refer to the Partner, except where these Whitelabel Terms expressly state otherwise.
"End Customer" means a client of the Partner to whom Pilot provides Services under the Agreement.
"Customer Data" (replacing the definition in Section 13 of the Agreement): data provided by the Partner or an End Customer, or at either's direction, for the provision of the Services, and excerpts and reports of such data prepared as part of the Services. As between Pilot and the Partner, Customer Data is the Confidential Information of the Partner. Pilot has no obligation to adjudicate ownership of Customer Data as between the Partner and any End Customer.
"Services" is supplemented as follows: Services under these Whitelabel Terms are bookkeeping and related back-office services provided by Pilot to or for the benefit of End Customers, as directed by the Partner. Pilot's obligation to perform runs to the Partner. Pilot has no direct contractual obligation to any End Customer.
"User" includes both the Partner's designated personnel and, to the extent authorized by the Partner, End Customer personnel granted access to the Pilot Platform.
References to "your fiscal year end" in Section 1.2 of the Agreement mean the applicable End Customer's fiscal year end. The Partner must notify Pilot of each End Customer's fiscal year end upon onboarding.
“we,” “us” and “our” refers to Pilot.com, Inc. or a designee thereof.
2.1 Authority
The Partner represents and warrants that, with respect to each End Customer, it has a valid engagement or agreement authorizing it to (a) engage Pilot to provide Services for the End Customer, (b) share the End Customer's data with Pilot, (c) authorize Pilot to access the End Customer's financial accounts, third-party services, and systems, and (d) permit Pilot's use of Customer Data as described in Section 2.2 of the Agreement. The Partner will promptly notify Pilot if any such authorization is revoked or ceases to be valid and cooperate with Pilot to offboard the respective End Customer from the Services.
2.2 Access, information, and cooperation
The Partner is responsible for ensuring Pilot receives timely access to all information, systems, and input required for the provision of Services to each End Customer, whether provided directly or by facilitating access between Pilot and the End Customer. Pilot may rely on all information provided without independent verification. The Partner is responsible for ensuring each End Customer has an active and properly set up QuickBooks Online account. The Partner will provide to Pilot all cooperation and assistance reasonably necessary for End Customer onboarding and relationship management.
2.3 Direction and management responsibility; End Customer support
Pilot provides Services at the direction of the Partner. The Partner assumes responsibility for all management decisions relating to the Services, including evaluating results and implementing recommendations. The Partner is responsible for coordinating with each End Customer as necessary and for the legality of its instructions. Unless otherwise expressly agreed to by the parties in writing, the Services do not include End Customer support.
2.4 Sole bookkeeper
For each End Customer, Pilot serves as the sole bookkeeper for that End Customer's books. The Partner will use commercially reasonable efforts to ensure that neither it nor any End Customer engages another bookkeeper to modify the End Customer's books while Pilot provides Services for that End Customer. If an End Customer or third party modifies books maintained by Pilot, the remedies in Section 1.4 of the Agreement (delay, hourly fees, termination) may be applied on a per-End Customer basis without affecting Services for other End Customers.
2.5 Login credentials
Where the Partner or an End Customer provides Login Credentials for End Customer accounts, the Partner represents it has authority to grant Pilot the permissions described in Section 2.5 of the Agreement with respect to such credentials.
2.6 Pilot Platform
Unless otherwise agreed to in writing by the parties, the whitelabel Services do not include access by Partner or End Customers to the Pilot Platform. If the whitelabel Services include access to the Pilot Platform, the Partner is responsible for designating which End Customer personnel, if any, receive Pilot Platform access, and for all Users' compliance with the Agreement.
2.7 Privacy laws
The Partner is responsible for determining the applicable privacy law roles in the data processing chain and for satisfying all obligations owed to End Customers and data subjects under the CCPA, VCDPA, and any other applicable privacy law. The Partner will ensure its agreements with End Customers authorize disclosure of Personally Identifiable Customer Data to Pilot. Pilot's obligations under Section 2.8 of the Agreement run to the Partner, not directly to any End Customer. Section 2.9 (Local Partners) of the Agreement does not apply to Partner arrangements under these Whitelabel Terms.
The Partner is responsible for payment of all fees for Services provided to all End Customers, regardless of whether the Partner has collected corresponding fees from its End Customers. Pilot may suspend Services to any or all End Customers if the Partner's account is past due. Any Services or deliverables that are not covered by an active Order Form are considered out of scope and priced separately. For the avoidance of doubt, any quoted fees do not include associated third-party fees (e.g., for a QuickBooks Online account), which, between the parties, are the responsibility of Partner.
Deliverables prepared by Pilot are prepared for Partner. The Partner may deliver or make available such Deliverables to End Customers in the ordinary course of the Partner's business, provided that the Partner shall remove all references to Pilot from Deliverables before delivery to any End Customer, unless the parties have agreed otherwise in writing. Pilot is not responsible for any End Customer's use of, interpretation of, or reliance upon any Deliverables. The Partner assumes sole responsibility for the manner in which Deliverables are presented to, or relied upon by, End Customers.
5.1 Per-End Customer Termination
Either party may terminate Services for a specific End Customer by written notice to the other party. Termination for one End Customer does not affect Services for other End Customers or the Agreement as a whole.
5.2 End Customer Relationship Termination
If the Partner's engagement with an End Customer terminates, the Partner must promptly notify Pilot. Pilot will have no further obligation to provide Services for that End Customer.
5.3 QuickBooks Transfer
Upon termination of Services for an End Customer, Pilot will transfer QuickBooks Online primary administrator status to the Partner or, at the Partner's written direction, to the End Customer.
The warranty disclaimers in Section 8 of the Agreement apply to the Partner and all End Customers. Pilot makes no representations or warranties to any End Customer. Where a claim arises from Services for a specific End Customer, the liability cap in Section 9 of the Agreement is calculated based on fees paid for that End Customer during the twelve months prior to the claim, not aggregate fees for all End Customers. The Partner's indemnification obligations under Section 10.2 of the Agreement extend to claims by or on behalf of an End Customer against any Provider Entity arising from: (a) the provision of Services to the End Customer (except to the extent arising directly from Provider Entity's willful misconduct or gross negligence), (b) the Partner's failure to obtain required consents or authorizations, (c) content, information, or materials provided by the Partner or an End Customer, or (d) instructions given by the Partner or an End Customer.
The parties acknowledge that Services under these Whitelabel Terms are performed for the benefit of End Customers. No End Customer is an intended third-party beneficiary of the Agreement or these Whitelabel Terms. End Customers have no right to enforce any provision against Pilot. The Partner is solely responsible for its relationship with each End Customer.
