Policies and agreements governing your use of our platform
Details the rules and conditions for using the Platform as a tax firm or business. Covers account responsibilities, subscription terms, and service usage.
Explains how we collect, use, and protect your information, including client documents and AI interactions. GDPR and CCPA compliant.
Covers subscription payments, setup fees, cancellation procedures, and refund eligibility. Clear guidance on billing terms.
Defines the software license terms, restrictions, ownership, and liability limitations for platform usage.
All policies last updated: November 2025
Questions about our policies?
Contact us at automatewithcass@gmail.com