Terms of Service

1. Agreement and scope

These Terms of Service govern the TaxDesk website, public resources, application and related services (the “Service”). “TaxDesk”, “we”, “us” and “our” refer to the provider of the Service; “you” refers to the user and, where applicable, the organization for which the user acts. If you accept on behalf of an organization, you must have authority to bind it.

You must be legally able to enter this agreement and use the Service only as authorized. If you do not agree, do not use the Service. A separate agreement signed by you and TaxDesk controls to the extent it expressly conflicts with these terms. Our Privacy Policy explains how personal information is handled.

2. Software only; no professional advice

TaxDesk provides software to organize and review Canadian tax work, including entities, obligations, documents, ownership, tax attributes and filing history. TaxDesk does not provide legal, tax, accounting, investment or other professional advice. Use of the Service does not create a solicitor-client, accountant-client, fiduciary or other professional advisory relationship with TaxDesk.

Information, calculators, reminders, research and AI outputs are for general information and workflow support. They may depend on assumptions, incomplete records or rules that have changed. They are not a determination of your legal obligations or a substitute for advice from a qualified professional who knows your circumstances.

TaxDesk is not affiliated with or endorsed by the Canada Revenue Agency or any government authority. It does not prepare, file or submit tax returns on your behalf and has no direct CRA system integration. Recording a filing as completed in TaxDesk does not file it with the CRA or prove its acceptance.

3. Your review and recordkeeping responsibilities

You and your advisors must independently verify source documents, calculations, tax positions, ownership, balances, eligibility, deadlines, reminders and filing status before relying on them. You remain responsible for decisions, filings, payments, elections, statutory records and compliance obligations.

Reminders and notifications may be delayed, incomplete or unavailable. Maintain independent deadline controls and copies of records required by law. TaxDesk is not your statutory minute book or sole tax-record archive. A successful upload, AI extraction or approved workflow does not establish that a record is complete, legally valid or compliant.

4. Accounts, workspaces and authority

Provide accurate account and billing information, protect your credentials, and notify us promptly of suspected unauthorized access. Each user must use an authorized account. Workspace administrators are responsible for invitations, role assignments, connected clients and removing access when it is no longer appropriate.

Only upload or disclose information you are authorized to handle, including client, employee and shareholder information. Obtain required notices, permissions and consents. Your authority to access a workspace does not necessarily authorize disclosure to an external assistant or another person. These responsibilities do not exclude TaxDesk’s own legal or security obligations.

5. Acceptable use

Do not use the Service unlawfully, upload malicious code, infringe another person’s rights, bypass access controls, attempt to access another workspace without authorization, interfere with service operation, or misuse credentials or integrations. Do not use the Service to misrepresent a filing, conceal unauthorized changes or facilitate fraud.

You may use authorized interfaces and integrations within their documented permissions and limits. We may apply reasonable usage limits or restrict access to protect security, service availability and other customers. Where practicable, we will explain a restriction and provide a way to resolve it.

6. Your content and our software

You retain your rights in content you provide. You grant TaxDesk a limited, non-exclusive license to host, copy, process, transmit and display that content as necessary to provide, secure and support the Service and carry out your authorized instructions, including through service providers described in our Privacy Policy. This does not transfer ownership of your content or grant unrestricted rights to use confidential documents for unrelated purposes.

TaxDesk and its licensors retain rights in the software, design and other Service materials, excluding your content. Subject to these terms and your subscription, you may use the Service for your authorized work. Do not redistribute our software or materials beyond permissions granted by us or applicable law.

7. AI, research and external assistants

AI-generated classifications, extracted facts, summaries, answers and citations can be wrong, outdated, fabricated or incomplete. Review outputs against original documents and authoritative sources. No AI response is professional advice or a guarantee of tax treatment, savings, compliance or the outcome of an audit.

You are responsible for reviewing proposed changes before approval and for the permissions you grant connected assistants or integrations. Your approval authorizes the particular action presented; it does not validate its legal or tax correctness. Treat instructions found inside uploaded documents or external content with caution.

External assistants and third-party services have their own terms, privacy practices, charges and availability. Data you authorize us to share may be processed outside TaxDesk. Disconnecting an integration does not undo completed actions or recall previously shared data. Our Privacy Policy describes AI processing and cross-border transfers.

8. Subscriptions, renewals and payment

The price, billing interval, plan limits and any trial terms shown at checkout or in your agreed order govern your subscription. Unless otherwise stated, prices are in Canadian dollars and exclude applicable taxes. You authorize recurring charges for a subscription that renews until cancelled.

You may cancel using available billing controls or contact hello@taxdesk.ca for help. Unless the applicable plan or law provides otherwise, cancellation stops the next renewal and paid access continues until the end of the paid billing period. Fees for an elapsed or current billing period are not refunded except where required by law or expressly agreed by us.

We provide advance notice of subscription price changes that affect future renewals and an opportunity to cancel before the new price applies. If payment fails, we may restrict paid features after notice and a reasonable opportunity to resolve the issue, subject to applicable law. Cancelling payment through a third party does not necessarily cancel your subscription; confirm cancellation with us.

9. Privacy, confidentiality and security

We handle personal information as described in our Privacy Policy and applicable law. We use safeguards appropriate to the information and limit use and disclosure of confidential workspace content to providing and supporting the Service, authorized instructions, and other purposes permitted by applicable law.

Providers may process information outside Canada. No system is completely secure, and these terms do not promise Canadian-only hosting, uninterrupted access, a particular recovery time or that every deleted record immediately disappears from backups. Contact us if your organization requires a separate data-processing agreement or specific security commitments.

10. Availability and changes to the Service

The Service may be affected by maintenance, outages, provider failures or events beyond our reasonable control. Features and supported integrations may change. We provide reasonable notice of material changes affecting paid use where practicable; emergency security changes may require immediate action.

Unless a separate written agreement specifies otherwise, we do not provide a service-level or disaster-recovery guarantee. Preserve independent copies and continuity procedures appropriate to the importance of your work.

11. Cancellation, suspension and termination

You may stop using the Service and cancel your subscription. We may suspend or terminate access for material breaches of these terms, non-payment, legal requirements or a credible security risk. Where practicable, we provide notice and an opportunity to remedy a breach; urgent or legally required restrictions may be immediate.

Ordinary subscription cancellation preserves access through the paid billing period unless access must be restricted for another reason described above. Account closure, workspace deletion and suspension can affect access separately. Request an export before closing a workspace; contact us about available exports and deletion timing. We do not promise indefinite access after termination.

If we discontinue a paid subscription for our convenience before the paid period ends, we will refund the unused portion of prepaid subscription fees. Retention and deletion are governed by our Privacy Policy and applicable law. Provisions intended to survive termination, including ownership, accrued payment obligations, confidentiality, liability and dispute provisions, continue to apply.

12. Warranty disclaimer

To the extent permitted by applicable law, the Service is provided on an “as is” and “as available” basis. We disclaim warranties and conditions, express, implied or statutory, including merchantability, fitness for a particular purpose and non-infringement, to the extent they may lawfully be disclaimed.

We do not guarantee that the Service or its information will be uninterrupted, error-free, complete or accurate, or that it will prevent penalties, detect every issue or satisfy a particular professional or regulatory obligation. Nothing here excludes warranties, duties or remedies that cannot lawfully be excluded.

13. Limits on liability

To the extent permitted by applicable law, TaxDesk is not liable for indirect, incidental, special, consequential or punitive damages, including lost profits, lost opportunities, business interruption or loss of data arising from use of or inability to use the Service. We do not assume your liability to a tax authority for taxes, penalties or interest; any claim against TaxDesk remains subject to this section and applicable law.

To the extent permitted by applicable law, TaxDesk’s total aggregate liability arising out of or relating to the Service or these terms, whether in contract, tort or otherwise, is limited to the fees you paid TaxDesk for the affected workspace during the 12 months immediately before the event giving rise to the claim.

These exclusions and limits do not apply to fraud, wilful misconduct or any liability that applicable law does not permit us to exclude or limit. They do not restrict non-waivable consumer rights or statutory privacy rights. Their enforceability depends on applicable law and the circumstances.

14. Third-party claims

To the extent permitted by law, an organization using the Service for business purposes agrees to indemnify TaxDesk against third-party claims and reasonable costs arising from that organization’s unlawful content, infringement of third-party rights, or unauthorized disclosure of information through its use of the Service. This obligation does not apply to the extent a claim results from TaxDesk’s breach of these terms, negligence or wilful misconduct.

We will promptly notify the organization of a claim, allow it to participate in the defence and reasonably cooperate. No settlement may impose an admission, payment or ongoing obligation on the other party without that party’s consent. This section does not impose an indemnity on an individual acting as a consumer.

15. Changes to these terms

We identify revisions by the date shown above. For material changes affecting existing customers, we provide advance notice by email or through the Service and state when the changes take effect, except where a shorter period is required for legal or urgent security reasons.

Changes do not retroactively remove accrued rights. Where express acceptance is legally required, we obtain it. Otherwise, continued use after the stated effective date constitutes acceptance to the extent permitted by law. If you do not agree, stop using the Service and cancel before the changes apply; contact us about exporting your records.

16. Applicable law and general terms

These terms are governed by Ontario law and applicable federal Canadian law. Subject to mandatory rights to bring proceedings elsewhere, disputes fall within the jurisdiction of the courts in Toronto, Ontario. Nothing requires mandatory arbitration or waives a right or remedy that cannot lawfully be waived.

If a provision is unenforceable, the remaining provisions continue in effect to the extent permitted by law. A delay in enforcing a provision is not a waiver. These terms and any applicable agreed order or separate written agreement form the agreement concerning the Service; they do not override mandatory law or amend a signed agreement without the required consent.

17. Contact

For questions about these terms, billing, exports or account closure, contact hello@taxdesk.ca. For privacy requests, use the same address and identify your message as a privacy request. Avoid sending sensitive tax documents by ordinary email; ask us for a secure method.