End User License Agreement

This End User License Agreement ("Agreement") is a legal agreement between you (the "User," "you," or "your") and the operator of the CanTaxPro platform (the "Licensor," "we," or "us").

• "Service" means the CanTaxPro web application and all related APIs, features, and documentation accessible at cantaxpro.net.
• "Client Data" means information about your clients (taxpayers) that you upload, enter, or sync through the Service.
• "Subscription" means a paid plan that grants access to the Service for a specified billing period.
• "White-Label License" means a separate commercial arrangement to rebrand and resell the Service under your own name.

Subject to your compliance with this Agreement and payment of applicable fees, we grant you a limited, non-exclusive, non-transferable, revocable license to access and use the Service solely for your internal professional tax practice purposes.

This license does not permit you to: sublicense, sell, or resell the Service (except under a written White-Label License agreement); reverse-engineer, decompile, or attempt to extract source code; use the Service to build a competing product; or use automated tools to scrape, bulk-download, or extract data from the Service.

You must provide accurate and complete information when creating an account. You are responsible for:

• Maintaining the confidentiality of your login credentials
• All activity that occurs under your account
• Notifying us immediately at support@cantaxpro.net if you suspect unauthorized access
• Ensuring that staff users you add to your account comply with this Agreement

Accounts must not be shared across organizations. Each organization requires its own Subscription.

You agree to use the Service only for lawful purposes and in accordance with this Agreement. You must not:

• Use the Service to facilitate any unlawful activity, including tax fraud or money laundering
• Upload content that infringes intellectual property rights
• Attempt to gain unauthorized access to any part of the Service or its infrastructure
• Introduce malware, ransomware, or other harmful code
• Circumvent any security measures or rate limiting
• Use the AI assistant to generate advice that you represent as independent professional advice without review

The AI-powered features of CanTaxPro are provided as analytical tools to assist qualified tax professionals. All AI-generated output must be reviewed and validated by a licensed professional before being relied upon. CanTaxPro does not constitute a registered tax adviser.

You, as the data controller, are responsible for ensuring you have appropriate legal authority to upload and process client personal information (including Social Insurance Numbers) through the Service. You represent that:

• You have obtained required consent from your clients under PIPEDA or applicable provincial law
• You will not upload information you do not have authority to process
• You will comply with your professional obligations under provincial CPA legislation regarding client data

We process Client Data on your behalf as a data processor. Our data handling practices are described in our Privacy Policy.

CanTaxPro integrates with Intuit QuickBooks Online via OAuth 2.0. By connecting a QuickBooks account, you authorize CanTaxPro to access QuickBooks data (customer lists, financial reports) on your behalf. You acknowledge that:

• You have the legal right and authority to connect the QuickBooks account to CanTaxPro
• Your use of the QuickBooks integration is also subject to Intuit's Terms of Service
• You may revoke the integration at any time from Settings → Integrations
• CanTaxPro is not affiliated with, endorsed by, or sponsored by Intuit Inc.

Access to the Service requires a paid Subscription. Subscriptions are billed in advance on a monthly or annual basis. By providing payment information, you authorize us to charge the applicable fees.

• Cancellation: You may cancel at any time. Cancellation takes effect at the end of the current billing period. We do not provide pro-rated refunds for partial periods.
• Free Trial: If a free trial is offered, it will be specified at sign-up. Trial accounts automatically convert to paid plans unless cancelled before the trial ends.
• Price Changes: We will provide at least 30 days' notice before any price increase. Continued use after the effective date constitutes acceptance.
• Taxes: Subscription prices are exclusive of applicable Canadian federal and provincial taxes (GST/HST/QST). Applicable taxes will be added at checkout.

The Service, including all software, design, trademarks, and content, is owned by or licensed to us and protected by Canadian and international intellectual property laws. This Agreement does not transfer any ownership rights to you.

You retain ownership of all Client Data you upload. You grant us a limited license to process and store that data solely to provide the Service to you.

Each party agrees to keep confidential any non-public information received from the other party that is designated as confidential or that reasonably should be understood to be confidential. This obligation does not apply to information that is publicly known, independently developed, or disclosed pursuant to a legal requirement.

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

We do not warrant that: (a) the Service will be uninterrupted or error-free; (b) any AI-generated tax analysis is accurate, complete, or current; (c) the Service meets all your professional or regulatory requirements; or (d) any defects will be corrected.

AI-generated responses are for informational purposes only and do not constitute legal, tax, or professional advice. You are solely responsible for verifying all output before providing it to clients.

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL WE BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, LOSS OF DATA, LOSS OF GOODWILL, OR BUSINESS INTERRUPTION, ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

OUR TOTAL CUMULATIVE LIABILITY TO YOU FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THIS AGREEMENT SHALL NOT EXCEED THE AMOUNTS PAID BY YOU TO US IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

You agree to indemnify, defend, and hold us harmless from any claims, damages, losses, and expenses (including reasonable legal fees) arising out of or related to: (a) your use of the Service; (b) your violation of this Agreement; (c) your violation of any third-party rights; or (d) any Client Data you submit through the Service.

This Agreement is effective from your first use of the Service and continues until terminated.

• By You: Cancel your Subscription at any time via account settings.
• By Us: We may suspend or terminate your account immediately for material breach, non-payment, illegal use, or actions that threaten the security or integrity of the Service.
• Effect: Upon termination, your license ends and you must cease using the Service. Your data will be retained for 30 days post-termination to allow export, then permanently deleted in accordance with our Privacy Policy.

This Agreement is governed by the laws of the Province of Ontario and the federal laws of Canada applicable therein, without regard to conflict of law principles. Any disputes arising under this Agreement shall be resolved by binding arbitration administered in Ontario, Canada, except that either party may seek injunctive relief in any court of competent jurisdiction to prevent irreparable harm.

If you are a Quebec resident, certain provisions of this Agreement may be subject to the Consumer Protection Act (RLRQ, c. P-40.1) and the Civil Code of Québec.

We reserve the right to modify this Agreement at any time. We will notify you of material changes by email or in-app notice at least 14 days before the changes take effect. Your continued use of the Service after the effective date constitutes your acceptance of the updated Agreement.

This Agreement, together with our Privacy Policy and any applicable Subscription or White-Label License agreement, constitutes the entire agreement between you and us regarding the Service and supersedes all prior agreements and understandings. If any provision is found to be unenforceable, the remaining provisions will continue in full force.

Questions about this Agreement?