1. Who this is between
These terms are an agreement between [legal entity name] ("we", "us"), and the firm that created the account ("you", "your firm"). Our registered address is [registered address].
The person who creates the account confirms they are authorised to accept these terms on the firm's behalf. Where these terms give the firm a right or an obligation, it belongs to the firm and not to any individual who happens to hold the account.
"The service" means T1 Manager and the software made available through it, including the client-facing pages your firm sends links to.
2. What we provide
We provide practice management software for Canadian personal tax practices. The service tracks returns through their stages, requests and stores documents, collects electronic signatures, and reports on the season.
The service is not tax preparation software. It does not compute tax, does not prepare a return, and does not transmit anything to the Canada Revenue Agency. Your firm continues to prepare and file returns in its own tax software, and remains solely responsible for the accuracy of every return it files.
We are not your accountant, and nothing in the service is tax, legal or financial advice.
3. Your account
Your firm gets its own address on our domain and its own separate database. Everyone at your firm signs in under their own account; shared logins defeat the audit trail your professional obligations depend on.
You are responsible for who you give access to, and for telling us promptly if you believe an account has been compromised. We are responsible for the mechanisms — password storage, session handling, the separation between firms — described in our Security overview.
- You may add as many users as you like; we do not charge per seat.
- You must not share one login between people.
- You must tell us within 72 hours of discovering unauthorised access to your account.
4. Your data is yours
Everything your firm puts into the service — your client records, their documents, your notes and your reports — belongs to your firm. We claim no ownership of it and acquire no right to use it for any purpose other than operating the service for you.
We do not use your data, or your clients' data, to train machine learning models, and we do not sell, rent or disclose it to anyone except as set out in the Data Processing Agreement.
You can export your complete data at any time while your account is open, in a form that does not require our software to read. That is a feature of the product and not something you have to ask us for.
5. Trial and fees
New firms get a free trial of the length stated at signup. The trial needs no payment card, and nothing charges automatically when it ends — at the end of a trial the account either becomes a paid subscription because you chose one, or it stops accepting new work while remaining readable and exportable.
Paid subscriptions are billed in advance in Canadian dollars at the price and interval shown when you subscribe. Applicable taxes are added. Plans are priced by the number of returns in a season and include unlimited users.
We may change our prices, but not during a period you have already paid for, and not without at least 30 days' notice before your next renewal.
Fees already paid are not refundable except where required by law, or where we terminate your account for a reason other than your breach — in which case we refund the unused part of your term.
6. Availability
We aim to keep the service available at all times and we take it seriously that a tax practice in April cannot wait. We do not, however, offer a contractual uptime guarantee or service credits, and you should not choose this service on the basis that we do.
We will give advance notice of planned maintenance wherever we can, and we will avoid planned maintenance entirely between 1 March and 15 June, which is the part of the year when an outage costs a firm the most.
7. What you must not do
The Acceptable Use Policy forms part of these terms and covers how the service may be used to contact your clients, which is the part with legal consequences under Canada's anti-spam legislation.
Beyond that, you must not:
- Use the service to store or transmit anything unlawful, or personal information you have no lawful basis to hold.
- Attempt to access another firm's data, or probe, scan or test the security of the service without our written permission.
- Resell or provide the service to a third party as if it were your own, unless we have agreed to that in writing.
- Copy, decompile or reverse engineer the software, except to the extent the law says you may despite this clause.
8. Suspension
We may suspend an account where it is being used in a way that threatens the security or availability of the service for other firms, or where fees are more than 30 days overdue.
Suspension is not deletion. A suspended account keeps its data, and we will tell you what has happened and what would resolve it. Where the reason is not urgent we will give you notice and a chance to fix it first.
9. Ending the agreement
You may close your account at any time, for any reason, without penalty. We may end the agreement on 60 days' notice, or immediately for a material breach you have not fixed after being asked.
After an account closes we keep your data available for export for 30 days. After that it is deleted, along with the backups containing it, on the schedule in the Data Processing Agreement.
Export it before you close the account. The 30 days is a safety net, not a plan.
10. Liability
Neither of us is liable to the other for indirect or consequential loss, or for lost profits, however it arises.
Our total liability to you in any 12-month period is limited to the fees you paid us in that period. Nothing in these terms limits liability for fraud, for personal injury caused by negligence, or for anything else the law does not permit to be limited.
In particular, and because it is the most likely source of a dispute: we are not liable for a penalty, interest or reassessment arising from a return your firm prepared or filed, or from a filing deadline your firm missed. The service helps you track that work; it does not do it.
11. Changes to these terms
We may change these terms. If a change materially affects your rights we will give at least 30 days' notice by email to the account owner and ask them to accept the new version when they next sign in.
We keep a record of which version of each document your firm accepted and when, and your firm can download that record at any time from Firm and access. If you do not accept a change you may close your account and we will refund the unused part of your term.
12. Law and disputes
These terms are governed by the law of Ontario and the federal laws of Canada that apply there. The courts of Ontario have exclusive jurisdiction, and both of us submit to them.
Before starting a proceeding, each of us agrees to raise the problem with the other in writing and to spend 30 days genuinely trying to resolve it. Most disputes about software are misunderstandings about what it was supposed to do.
13. Reaching us
Questions about these terms go to [contact email]. Questions about personal information go to our Privacy Officer, named in the Privacy Policy.