Provider and scope of service
CRDeclara.com is a service provided by CR Declara Solutions Ltda., located in Alajuela, Costa Rica. These terms govern use of the website and platform. You can contact us at contacto@crdeclara.com for questions, support or account-related requests.
CRDeclara lets you receive, store, view and classify electronic documents and record transactions in QuickBooks Online through an integration authorized by the user. Available features depend on the selected plan and each business's settings.
The platform automates accounting data entry. You and your accounting team remain responsible for reviewing documents, accounts, tax rates and records used to prepare tax returns. Electronic invoices are issued through the business's invoicing provider.
Contracting and authority to act
Before subscribing, you must be able to review these terms, the privacy policy and the plan conditions. Acceptance and any specific agreed conditions must be recorded through the available contracting mechanisms or a communication that can be retained.
If you use CRDeclara on behalf of a business or client, you must have authority to subscribe, upload documents, grant permissions and connect relevant services. Agreed specific conditions supplement these terms while respecting statutory rights.
Accounts and access permissions
Provide accurate registration information and keep it up to date. Protect your password and use individual accounts for authorized individuals. Each business must review and maintain its users' and accountant's permissions.
You are responsible for instructions and transactions you authorize. If you discover unauthorized access or believe your credentials have been compromised, notify support so the incident can be investigated and its effects limited. Responsibility will depend on the facts and each party's obligations.
Documents and automation
You retain your rights to the documents, files and data you add to CRDeclara. You must have the authorizations needed to process them and share them with users and integrations you enable.
By uploading documents, you authorize the processing needed to provide the requested functions in accordance with the privacy policy. This includes storage, reading XML data, classification and transmission to QuickBooks Online where applicable.
Review accounts, VAT rates, cost centers, payment terms and Autopilot rules before using them. Automation executes transactions according to the configured settings, so it is important to review results and correct data or instructions where necessary.
QuickBooks Online integration
The integration requires a QuickBooks Online account with the permissions and features needed for the transactions you wish to perform. CRDeclara and QuickBooks Online subscriptions are separate services unless an accepted offer expressly bundles them.
Connecting a business authorizes the exchange of information with Intuit needed for the features you use. You can disconnect the integration. This stops new transactions through that connection but does not delete transactions or documents already recorded in either platform.
QuickBooks Online availability and features depend on Intuit and its service terms. If an update or outage affects the integration, support can provide information about the incident and available alternatives.
Plans, prices and payments
Plans may set limits on documents, businesses, users or features. Before payment, the scope, subscription period, currency, total price and applicable taxes or charges will be provided. Creating a free account does not purchase a paid plan or automatically include a QuickBooks Online subscription.
Payment is made in advance by bank transfer for the agreed period. Activation or renewal is confirmed once payment has been verified. Keep the transfer receipt so the payment can be identified and any discrepancies resolved.
Renewal requires a new payment, and accounts or cards are not charged automatically. Before paying for renewal, you will be able to review the conditions and price for the next period. If a plan expires without renewal, paid features may be suspended after you have been informed of the expiry.
If you reach your plan's limit, you can request a capacity change. Some documents may remain queued while the change is arranged. Any price difference and the effective date of a plan change must be disclosed and accepted before it is charged.
Cancellation and refunds
You can request cancellation or non-renewal by contacting support from the email address associated with your account. Voluntary cancellation preserves the subscribed access until the paid period ends and prevents renewal. No cancellation penalty is charged.
Voluntary cancellation of an activated period does not by itself result in a refund because the service remains available until expiry. Applicable statutory withdrawal rights, warranties and other legal rights are preserved.
Duplicate or incorrectly collected payments will be refunded for the relevant amount. If CRDeclara must permanently stop providing a paid service for reasons attributable to it, the unused portion of the paid period will be refunded proportionally. Claims involving defects or failure to provide the agreed service will be assessed under the contract and applicable statutory rights.
To request a refund, provide the account, reason and payment receipt. Approved refunds will be made by bank transfer within ten business days after eligibility is confirmed and the necessary bank details are received, without prejudice to a more favorable statutory deadline where applicable.
Acceptable use
Use the platform for the subscribed functions and with information you are entitled to process. Attempting to access other users' accounts or documents, bypass security controls or plan limits, introduce malware, send spam or deliberately interfere with the service is prohibited.
Using CRDeclara for unlawful activities or infringing third-party rights is also prohibited. Incidents and technical logs will be reviewed to administer and protect the service in accordance with the privacy policy.
Availability, support and service changes
The service may require maintenance or be affected by technical incidents, connectivity issues or external provider outages. CRDeclara will address incidents within its technical capabilities and provide information when they materially affect subscribed features. Guaranteed availability or a specific response time applies only if expressly agreed.
Support is provided through the announced channels, including email and WhatsApp. Training is arranged according to availability and agreed conditions. New versions may change the interface, but changes that materially reduce the subscribed service must be communicated and handled in accordance with service obligations.
Privacy, retention and leaving the service
Personal data processing is described in the privacy policy. Acceptance of these terms does not replace any specific authorizations required by data protection law.
The business using the service must review and download the documents needed for its accounting and tax obligations. Before closing the account, ask support for information about retrieving your data through available features and coordinating any additional requests.
Document retention is based on the general five-year period, subject to the statutory exceptions and obligations described in the privacy policy. Canceling a plan, closing an account or disconnecting QuickBooks Online does not immediately delete all documents or backups or restart the statutory retention period.
Read the privacy policy · Cookies and website analytics
Intellectual property
CRDeclara's software, design, text and original elements belong to CR Declara Solutions Ltda. or their respective rights holders. Users receive a limited, non-exclusive right to access subscribed features during the subscription period. Reproducing or exploiting protected material requires the relevant authorization or a legal entitlement.
Third-party trademarks and assets, including QuickBooks and Intuit, belong to their rights holders. Using these trademarks to identify an integration does not transfer ownership. Service suggestions may be used for improvements without transferring ownership of users' documents or data to CRDeclara.
Responsibilities of the parties
CRDeclara is responsible for its service obligations under applicable law. Users are responsible for the accuracy and lawfulness of uploaded documents, authorizations granted and instructions configured, without limiting the provider's responsibility for its own actions.
Accounting and tax outcomes also depend on source information, configuration and transaction review. External service failures will be assessed according to their cause and each provider's obligations. These terms do not exclude liability that cannot lawfully be excluded or waive non-waivable rights.
Suspension and termination
Access may be suspended for non-payment after expiry, material breaches of these terms, unauthorized access or risks to service security. The measure must be limited to what is necessary and communicated with its reason and, where possible, how to resolve it.
In an urgent risk situation, access may be restricted immediately and the measure communicated as soon as possible. Suspension does not remove users' rights to complain or by itself authorize deletion of documents subject to retention. If the service ends, applicable access, data retrieval and refund conditions will apply.
Changes to these terms
Updated versions will be published with their revision date. Material changes to prices or subscription conditions will be communicated before taking effect and require the relevant acceptance. Agreed conditions for an already paid period remain in place unless the parties agree to a change or an applicable legal obligation requires it.
Governing law and disputes
These terms are governed by the laws of the Republic of Costa Rica. To resolve a disagreement, you may first contact support and provide the information needed to review the matter. This does not restrict your right to approach the competent administrative or judicial authorities.
Conciliation or arbitration may be used where validly agreed by the parties and legally available for the matter, while respecting users' statutory rights. Invalidity of a clause does not by itself affect other provisions that can operate independently.