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Legal

Engagement Letter

Version: July 12, 2026 · Signed in-app when you set up your account

This letter sets out exactly what Design Built Renos Ltd, operating as BattleBooks ("BattleBooks", "we") does for you as a subscriber, what we deliver, and what we need from you for it to work. It forms part of your agreement with us, together with the Terms of Service, Privacy Policy, and Refund Policy.

1. The Services

1.1

Bookkeeping

BattleBooks records and reconciles the Client's business transactions monthly, from the receipts, invoices, and statements the Client provides, and delivers monthly reports.

1.2

Payroll Preparation

Pay runs, source deductions, and remittance amounts are calculated, with year-end T4s and ROEs prepared, ready to file.

1.3

GST/HST

GST/HST is tracked, with each return prepared complete and ready to file ahead of its deadline.

1.4

Year-End & Income Tax

The Client's year-end package and income-tax return are prepared complete and ready to file.

1.5

Deadline Tracking

BattleBooks tracks the Client's CRA and provincial filing deadlines and delivers documents ahead of them.

1.6

Submission of Filings

The Client submits the filings. Everything BattleBooks prepares is delivered complete and ready to file; the Client (or their accountant) reviews and submits each filing to the CRA and pays any amounts owing. Once filing-ready documents have been delivered ahead of the deadline, submitting on time is the Client's responsibility.

2. Exclusions

2.1

No CPA Services

BattleBooks is not a CPA firm and does not provide audit, review, assurance, or any service that legally requires a designated CPA. If the Client's situation requires one, BattleBooks will say so.

2.2

No Legal or Investment Advice

BattleBooks does not provide legal or investment advice, and its communications are not formal tax opinions.

2.3

No Assurance

This is a no-assurance engagement: BattleBooks does not audit or independently verify the records the Client provides.

2.4

No CRA Representation

BattleBooks does not represent the Client in a CRA audit or dispute, and will provide the Client's representative with organized, complete records if one occurs.

3. Client Responsibilities

3.1

Records

The Client provides complete, accurate records promptly — receipts as they occur, statements as they arrive, payroll changes before the pay run.

3.2

Filing Cutoff

For deadline filings, the Client provides complete records at least five (5) business days before the applicable CRA deadline.

3.3

Review

The Client reviews deliverables and promptly notifies BattleBooks of anything that appears incorrect.

3.4

Submission & Payment

The Client submits filing-ready packages to the CRA on time and pays all amounts owing.

3.5

Document Retention

The Client retains original source documents; the CRA generally requires six years.

3.6

Disclosure

The Client discloses all business income, accounts, and material facts.

4. Service Commitments

4.1

Monthly Turnaround

Monthly books are reconciled and reports delivered within fifteen (15) business days of receiving the Client's complete records for the period.

4.2

Deadline Delivery

Filing-ready GST/HST and payroll documents are delivered ahead of each deadline, subject to clause 3.2.

4.3

Double Guarantee

As set out in the Refund Policy: CRA-ready within 30 days of complete records or that month is free; and a full-refund window applies in the first 30 days (monthly) or 60 days (annual).

5. Fees

5.1

Subscription

Fees are the Client's subscription, as published on the pricing page and governed by the Terms of Service.

5.2

Out-of-Scope Work

Work outside this letter — including multi-year catch-up beyond onboarding cleanup and CRA audit support — is quoted separately and agreed in writing before work begins.

6. Limitation of Liability

6.1

Reliance on Client Records

BattleBooks relies on the records and information the Client provides without auditing or verifying them, and is not liable for any error, omission, penalty, or loss arising from incomplete, inaccurate, or late information.

6.2

CRA Penalties & Interest

CRA penalties and interest are the Client's responsibility. The Client reviews, approves, and submits every filing and pays all amounts owing.

6.3

Liability Cap

BattleBooks' total aggregate liability for any and all claims arising out of or relating to this engagement, whether in contract, tort, or otherwise, is limited to the subscription fees paid by the Client in the one (1) month immediately preceding the event giving rise to the claim.

6.4

Consequential Damages

BattleBooks is not liable for indirect, incidental, consequential, or special damages, including lost profits or lost business. Nothing in this letter limits liability that cannot be limited under applicable law.

7. Confidentiality & Data

7.1

Privacy

The Client's information is handled in accordance with the Privacy Policy — held in confidence, never sold, stored in Canada, and protected with encryption.

7.2

Ownership & Export

The Client's books and records belong to the Client and are exportable at any time.

8. Term & General

8.1

Term & Termination

This engagement begins when the Client accepts this letter and continues until cancelled. Either party may end it at any time (in-app or by email to hello@battlebooks.ca).

8.2

Data Handover

On termination, BattleBooks will export and hand over the Client's books and records on request.

8.3

Governing Law

This letter is governed by the laws of Alberta and the federal laws of Canada.

8.4

Entire Agreement

Together with the Terms of Service, Privacy Policy, and Refund Policy, this letter is the entire agreement between the parties.

Signature

You sign this engagement letter electronically in the app when you set up your account, by typing your full name. Your typed name, the date, and the version date above are recorded together as your signature. Questions first? hello@battlebooks.ca.