Terms and Conditions for TaxViaFin

Effective date: [update on publication]

1. Introduction

These Terms and Conditions (“Terms”) govern your access to and use of TaxViaFin’s platform and related services. By creating an account or using the platform, you agree to these Terms.

2. Definitions

  • “Service” means the TaxViaFin platform, features, and related support.
  • “User” means any individual or organization that accesses the Service.
  • “Content” means information, documents, or files uploaded, generated, or otherwise processed through the Service.

3. Eligibility and Account

  • You must provide accurate account information and keep credentials confidential.
  • You are responsible for all activity under your account.
  • Notify us promptly of any unauthorized access or suspected security issue.

4. Service Description

The Service provides digital tools for organizing, preparing, and managing tax and accounting documentation. The Service does not replace professional advice; decisions based on outputs remain your responsibility.

5. Fees and Billing

  • Fees are set out on the Pricing page and charged in Canadian dollars unless otherwise stated.
  • Recurring subscriptions renew automatically until cancelled.
  • Applicable taxes may be added as required by law.

6. Acceptable Use

  • Do not upload unlawful or harmful content, including data you are not authorized to share.
  • Do not disrupt, probe, or circumvent platform security or technical measures.
  • Do not misuse the Service in ways that infringe rights or breach applicable law.

7. Your Content

  • You retain ownership of your Content.
  • You grant us a limited license to host, process, and display the Content solely to provide the Service.
  • You are responsible for maintaining lawful records and backups as needed.

8. Third-Party Services

Integrations or linked services may be offered by third parties. Their terms and privacy practices apply to your use of those services.

9. Disclaimers

The Service is provided on an “as is” and “as available” basis. We do not make assurances regarding specific outcomes, timelines, or compliance results. You are responsible for reviewing outputs and consulting a qualified professional where appropriate.

10. Limitation of Liability

To the maximum extent permitted by law, TaxViaFin and its affiliates shall not be liable for indirect, incidental, special, or consequential damages, or for lost data arising out of or in connection with the use of the Service.

11. Indemnity

You agree to indemnify and hold TaxViaFin harmless from claims, damages, and expenses arising from your use of the Service, your Content, or your breach of these Terms.

12. Termination

You may cancel your subscription at any time via your account settings. We may suspend or terminate access for violations of these Terms or to meet legal requirements. Upon termination, your right to use the Service ceases; certain clauses survive termination.

13. Service Cancellation and Refund Policy

  • Monthly plans: you may cancel at any time; access continues until the end of the current billing cycle. Charges already processed for the current cycle are non-refundable.
  • Annual plans: you may cancel at any time; access continues until the end of the current term. Pro-rated refunds are not provided unless required by applicable consumer protection law.
  • Trials and promotions: if offered, they convert to paid plans unless cancelled before the stated end date.
  • Exceptional refunds: considered case-by-case in the event of documented service unavailability of significant duration; contact billing@taxviafin.com.

14. Changes to the Service

We may modify features, introduce new functionality, or discontinue elements to improve reliability and compliance. We strive to provide notice of material changes when feasible.

15. Governing Law and Disputes

These Terms are governed by the laws of Canada and the Province of Ontario, without regard to conflict of laws principles. Disputes will be resolved in the courts located in Ontario, Canada, unless applicable law requires otherwise.

16. Changes to these Terms

We may update these Terms from time to time. The updated version will be posted with a revised “Effective date.” Continued use of the Service after updates constitutes acceptance.

17. Contact

Questions about these Terms: legal@taxviafin.com.