DOCUMENTS: Terms Agreement Booking Form Data Processing Form UK Contractual Clauses Security Instructions ICO Reference Document PLUS: Videos on how to complete your documents Group support via Facebook BONUS: IR35 mini course

1. What do the levels mean? They explain your document options and support options. Learn more here > 2. Which level should I choose? If in doubt, start with a lower level - you can upgrade later for longer support or more editing flexibility. 3. What do I get in the support period? Unlimited support in the KoffeeKlatch Facebook customer group. Free updates and extra materials. Access to our ‘KoffeeKlatch zone’ with resources to manage clients confidently. Access to customer-only live events and replays. 4. Who writes these documents? Our team of legal and business experts writes them, and key customers review them to ensure they fit real-world use. Find out more here > 5. Are all the levels editable? What you can change depends on the level you purchase: Basic level: Designed for pre-startups to get started with training and core concepts. You can complete the documents but can’t edit them. The main agreement can be tweaked via the Booking form Standard level: Complete the documents and add your logo. Premium level: You can fully edit the main agreement or add it to your website in HTML. 6. Why are the lower levels locked? We include support by using standardised documents. This helps us offer advice without extra legal fees, while keeping documents up-to-date and affordable. 7. Will my documents make me compliant? They help you meet legal obligations and protect your business. To stay compliant, follow good practices and avoid edits that reduce your rights or add risks. 8. Why can’t I remove the KoffeeKlatch copyright claim from my documents? The documents are KoffeeKlatch copyright. You’re licensed to use them in accordance with our terms, but others need permission to reuse them. 9. What is the difference between Global and UK options? UK version: Optimised for UK businesses and data sharing (with tweaks for Scotland/NI if needed). Global version: For use if you or your client is outside the UK. See here for more information > 10. Can I get phone or private support? One-to-one support isn’t included but can be purchased. Find out more here >

Bookkeeper AI ready Terms of Business

Name: Bookkeeper AI ready Terms of Business | KoffeeKlatch
Availability: InStock

Price range: £60.00 through £250.00 plus VAT

✔️ Fully covers your key terms, payment policies, data sharing agreements, confidentiality, and intellectual property
(Makes sure you're protected legally and professionally - whether you're handling sensitive data, creating original work, or using AI.)

✔️ Includes clear clauses on confidentiality and NDAs
(Helps you protect sensitive client information - and positions you as a trusted professional from the start.)

✔️ Covers tax responsibilities clearly and simply
(Helps you stay compliant and avoid messy misunderstandings about payments and tax obligations.)

✔️ Written for how you actually work today
(No outdated corporate jargon - just clear, practical terms tailored for the way you run your business.)

✔️ Set crystal-clear boundaries with every client from day one
(Help clients understand exactly what to expect - no confusion, no awkward conversations.)

Want to know exactly what's inside? Check the "What's Included" and "FAQs" tabs to find out which level is right for you by clicking the FAQs below.

Choose your level - and add to the cart.

Simply add your Data Privacy and AI Policy (available separately) - and you’re ready to onboard clients with confidence.

Offer a range of services? Don't forget to check the add ons at the bottom of the page to extend your contract if you offer a wider range of services.

Level

Basic
Standard
Premium

Clear

What's Included

DOCUMENTS:

Terms Agreement
Booking Form
Data Processing Form
- UK Contractual Clauses
- Security Instructions
- ICO Reference Document

PLUS:

Videos on how to complete your documents
Group support via Facebook

BONUS:

IR35 mini course

FAQs

1. What do the levels mean?
They explain your document options and support options. Learn more here >

2. Which level should I choose?
If in doubt, start with a lower level - you can upgrade later for longer support or more editing flexibility.

3. What do I get in the support period?

Unlimited support in the KoffeeKlatch Facebook customer group.
Free updates and extra materials.
Access to our ‘KoffeeKlatch zone’ with resources to manage clients confidently.
Access to customer-only live events and replays.

4. Who writes these documents?
Our team of legal and business experts writes them, and key customers review them to ensure they fit real-world use. Find out more here >

5. Are all the levels editable?
What you can change depends on the level you purchase:

Basic level: Designed for pre-startups to get started with training and core concepts. You can complete the documents but can’t edit them. The main agreement can be tweaked via the Booking form
Standard level: Complete the documents and add your logo.
Premium level: You can fully edit the main agreement or add it to your website in HTML.

6. Why are the lower levels locked?
We include support by using standardised documents. This helps us offer advice without extra legal fees, while keeping documents up-to-date and affordable.

7. Will my documents make me compliant?
They help you meet legal obligations and protect your business. To stay compliant, follow good practices and avoid edits that reduce your rights or add risks.

8. Why can’t I remove the KoffeeKlatch copyright claim from my documents?
The documents are KoffeeKlatch copyright. You’re licensed to use them in accordance with our terms, but others need permission to reuse them.

9. What is the difference between Global and UK options?

UK version: Optimised for UK businesses and data sharing (with tweaks for Scotland/NI if needed).
Global version: For use if you or your client is outside the UK.
See here for more information >

10. Can I get phone or private support?
One-to-one support isn’t included but can be purchased. Find out more here >

Which level do I need?

You can upgrade during your support period by paying the difference between the levels

£60.00

For pre-startups and early startups

£100.00

For businesses
with revenue

£250.00

For established business models

Click to compare all levels

Basic

Standard

Premium

Add your own logo

Edit header & footer (excluding © Copyright)

Edit contract wording outside of form fields

Signature area

Complete your details

Downloadable files

Onboarding videos

Private review

Up to 3 changes

Facebook group support

6 Months

12 Months

18 Months

Usage Limits

Unlimited

Website Usage

PDF Upload Only

No Limitation

Support, download and video access period

6 Months

12 Months

18 Months

Click to compare all levels

Add your own logo

Basic

Standard

Premium

Edit header & footer (excluding © Copyright)

Basic

Standard

Premium

Edit contract wording outside of form fields

Basic

Standard

Premium

Signature area

Basic

Standard

Premium

Complete your details

Basic

Standard

Premium

Downloadable files

Basic

Standard

Premium

Onboarding videos

Basic

Standard

Premium

Private review

Basic

Standard

Premium

Up to 3 changes

Facebook group support

Basic

6 Months

Standard

12 Months

Premium

18 Months

Usage Limits

Basic

Unlimited

Standard

Unlimited

Premium

Unlimited

Website Usage

Basic

PDF Upload Only

Standard

PDF Upload Only

Premium

No Limitation

Support, download and video access period

Basic

6 Months

Standard

12 Months

Premium

18 Months

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Bookkeeper AI ready Terms of Business | Upgrade

Extend your contract for new services

Add ons extend the range of your contract, and upgrades are for the contracts you already own.

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Social Media AI ready Terms of Business | Addon

VA AI ready Terms of Business | Addon

Customer testimonials

Amazing products and incredible customer service and support! Highly recommend to any small business owner!

Holly Graham

Wonderfully supportive for any issues you have after buying contracts. Highly recommend!

Shelby Allen

Sully & Seb VA

Got the documents I needed and the support through the Facebook group is excellent. I have no hesitation in recommending KoffeeKlatch … at all!

Rachel Harris

RAH Virtual Business Support

The Terms of Business are written in plain English, there are excellent support videos provided for each form/section which helped me to understand the purpose and reasoning behind each clause, there were certainly things I would never have considered. There is a back catalogue of live recordings in the Facebook group which have been incredibly helpful and the support and speed of responses from KoffeeKlatch in the Facebook group is unbelievable. I feel in very safe hands and feel like they have my back!

Melanie Collins

Highly recommend for your contracts needs. Providing support once purchased and training videos makes a minefield of legal documentation manageable. Thank you KoffeeKlatch!!

Louise Gilbert

virtually At Your Side

My experience of working with KoffeeKlatch have been excellent. I purchased a GDPR course that came with 18 months support, and Data privacy policy documents. I’ve been very pleased with the level of support that KoffeeKlatch provide, super helpful for any questions that I have about my policies. The course is comprehensive and has helped me so much! Highly recommend!