Terms of Service

About these terms

These terms govern your use of LevyBoard — the subscription product, the free tools, and the website at levyboard.co.uk. LevyBoard is operated by Crocker Digital Ltd, Company No. 17008789, registered in England & Wales.

If you hold a subscription, the customer is the company — your residents management company, right to manage company, or landlord entity — and the person who signs up accepts these terms on its behalf. Three further documents form part of this agreement and are incorporated into it: the Data Processing Agreement, which governs the leaseholder personal data we process on your instructions; the Acceptable Use Policy; and the Retention and Deletion Statement.

Use of LevyBoard

You may use LevyBoard to manage the service charge affairs of a development your company is legally entitled to manage. The free tools on this site remain free to use for the same purpose. You must not use LevyBoard for any unlawful purpose, or in any way that could damage or impair its availability.

What is and is not acceptable use is set out in full in the Acceptable Use Policy at /legal/acceptable-use/, which forms part of these terms. The line that matters most: do not raise demands for a development you have no authority over.

Subscription and billing

Subscriptions are billed monthly or annually in advance through Stripe, at the prices shown on the pricing page. Prices are the full amount payable.

Creating an account takes only your name and email, and a card is only ever collected at checkout — never on the sign-up form. New accounts can use LevyBoard in full for 30 days without a card, and nothing is charged during the trial. To keep using it afterwards, choose a plan and add a card before the trial ends; the first payment is taken on the day the trial ends. If no card has been added by then, the account becomes read-only: nothing is deleted, and everything can still be read and exported. A card added after the trial has ended is charged on the day it is added. After that first charge, billing continues on the cycle you chose until you cancel.

You can cancel at any time from your billing settings. Cancellation takes effect at the end of the period you have paid for, and your records stay accessible until then. We do not refund part-periods, but if something we did caused the cancellation, write to us and we will deal with it fairly.

If a payment fails we will tell you and Stripe will retry. Access continues during a grace period; if it lapses, your records are retained and become editable again as soon as payment succeeds. We do not delete a block's financial records over an unpaid invoice.

What LevyBoard does not do, and why that is deliberate

LevyBoard calculates each unit's share from the apportionment percentages you enter from your leases, and attaches the prescribed statutory wording verbatim. It cannot read your leases and it does not check whether the percentages are the right ones.

It also does not make the legal judgements the law places with the directors — whether works are qualifying works, which consultation schedule applies, or whether an agreement is a qualifying long-term agreement. It shows you the arithmetic and the threshold and records your decision. That is a design choice, not a limitation we intend to remove.

LevyBoard does not produce statutory year-end service charge accounts and does not replace your accountant. It produces clean, categorised, fund-designated books and an income and expenditure statement by fund, from which your accountant prepares the accounts. Your company also remains responsible for its own Companies House obligations, which are a separate matter entirely.

Nothing in LevyBoard is legal advice.

Your data

Your records remain yours. You can export everything at any time from your account settings, and delete your account and your organisation's records on request.

One exception, and it is worth reading before you rely on it: demands, Section 20 notices and section 48 notices you have already issued are retained rather than deleted. They carry the leaseholder's name and address, where you have recorded them, because each is addressed to the leaseholder concerned, and they are the evidence of what you issued. (Section 47 of the Landlord and Tenant Act 1987 governs what must appear on a demand about the landlord — the landlord's name and address and, where that address is outside England and Wales, an England-and-Wales address for service; section 48 separately requires the landlord to give each leaseholder, by notice, an England-and-Wales address for service. Neither imposes any requirement about the leaseholder's details.) They are anonymised seven years after issue. The full position is in the Retention and Deletion Statement.

Availability

We do not offer a guaranteed uptime figure or a service level agreement. Uptime and errors are monitored automatically and raise an alert immediately; a human response outside UK working hours is best-effort rather than contractual. What we do commit to is that your records are backed up daily and remain recoverable. See the Security Statement.

Free tools disclaimer

The free tools on this site are provided for general guidance only. They do not constitute legal, financial, or professional advice. While we aim to keep the information accurate and up to date, we make no warranties about the completeness or accuracy of any outputs. Always consult a qualified professional for advice specific to your situation.

Intellectual property

The content, design, and code of this site are owned by Crocker Digital Ltd. You may not reproduce, distribute, or create derivative works from this content without our prior written permission.

Limitation of liability

To the fullest extent permitted by law, Crocker Digital Ltd shall not be liable for any indirect, incidental, or consequential damages arising from your use of this site or its tools. This site is provided "as is" without warranties of any kind.

Data protection

For your own account data, Crocker Digital Ltd is the controller — see the privacy policy.

For your leaseholders' data, your company is the controller and we are your processor. That relationship is governed by the Data Processing Agreement at /legal/dpa/, which is incorporated into these terms and prevails over them on any question of personal data. Every third party that touches your data is listed at /legal/subprocessors/.

Changes to these terms

We may update these terms from time to time. Any changes will be posted on this page with an updated date. Continued use of the site after changes constitutes acceptance.

Governing law

These terms are governed by the laws of England and Wales. Any disputes shall be subject to the exclusive jurisdiction of the courts of England and Wales.

Contact

Questions about these terms: legal@levyboard.co.uk. General support: support@levyboard.co.uk.