Terms of Service

1. Acceptance of Terms

By accessing or using Automate with Cass ("the Service"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, do not use the Service.

We reserve the right to modify these Terms at any time. Your continued use of the Service after changes constitutes acceptance of the modified Terms.

2. Service Description

Automate with Cass provides a multi-tenant SaaS platform for tax document automation, including:

• AI-powered document classification
• Automated client reminders and notifications
• Real-time document tracking and dashboards
• Google Sheets integration
• Client portal access

3. Subscription Plans and Pricing

3.1 Available Plans

We offer four subscription tiers:

• Starter: $49/month (no setup fee)
• Core: $99/month + $199 one-time setup fee
• Team: $299/month + $399 one-time setup fee
• Enterprise: $799/month + $1,499 one-time setup fee

3.2 Free Trial

All plans include a 14-day free trial. A valid credit card is required to start your trial. You will not be charged until the trial period ends unless you cancel before the trial expires.

3.3 Billing

Subscription fees are billed monthly in advance. Setup fees are charged once at the beginning of your subscription. All fees are in USD and processed through Stripe.

4. Account Registration and Security

4.1 Account Creation

You must provide accurate and complete information when creating an account. You are responsible for maintaining the confidentiality of your account credentials.

4.2 Account Responsibility

You are responsible for all activities that occur under your account. Notify us immediately of any unauthorized access or security breach.

4.3 Business Use Only

The Service is intended for use by tax professionals and CPA firms. Personal use is not permitted.

5. Acceptable Use

5.1 Permitted Use

You may use the Service only for lawful purposes and in accordance with these Terms.

5.2 Prohibited Activities

You agree NOT to:

• Upload malicious code, viruses, or harmful content
• Attempt to gain unauthorized access to the Service or other users' data
• Use the Service to transmit spam or unsolicited communications
• Violate any applicable laws or regulations
• Reverse engineer or attempt to extract source code
• Resell or redistribute the Service without authorization
• Use automated systems to access the Service without permission

6. Data and Privacy

6.1 Your Data

You retain ownership of all data you upload to the Service. By using the Service, you grant us a license to process, store, and display your data as necessary to provide the Service.

6.2 Data Security

We implement reasonable security measures to protect your data. However, we cannot guarantee absolute security. See our Privacy Policy for more details.

6.3 Data Backup

You are responsible for maintaining your own backups. We are not liable for any data loss.

7. Cancellation and Termination

7.1 Cancellation by You

You may cancel your subscription at any time through your account settings. Cancellation will take effect at the end of your current billing period. No refunds will be provided for any unused portion of your subscription.

7.2 Termination by Us

We reserve the right to suspend or terminate your account at any time for:

• Violation of these Terms
• Non-payment of fees
• Fraudulent or illegal activity
• Any reason at our sole discretion

7.3 Effect of Termination

Upon termination, your access to the Service will be revoked. We may delete your data after a reasonable period. No refunds will be issued upon termination.

8. Intellectual Property

The Service, including all software, designs, text, graphics, and trademarks, is owned by Automate with Cass and is protected by intellectual property laws. You may not copy, modify, or create derivative works without our written permission.

9. Disclaimers and Limitations of Liability

9.1 Service "As Is"

THE SERVICE IS PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE.

9.2 Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, OR CONSEQUENTIAL DAMAGES, INCLUDING LOST PROFITS, DATA LOSS, OR BUSINESS INTERRUPTION.

9.3 Maximum Liability

Our total liability to you for any claims arising from your use of the Service shall not exceed the amount you paid us in the 12 months preceding the claim.

10. Indemnification

You agree to indemnify and hold harmless Automate with Cass from any claims, damages, or expenses arising from your use of the Service or violation of these Terms.

11. Third-Party Services

The Service integrates with third-party services (Stripe, Google Sheets, etc.). Your use of these services is subject to their respective terms and policies. We are not responsible for third-party services.

12. Governing Law and Disputes

These Terms shall be governed by the laws of the United States. Any disputes shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association.

13. Changes to Service

We reserve the right to modify, suspend, or discontinue the Service at any time without notice. We are not liable for any modifications or discontinuation.

14. Entire Agreement

These Terms constitute the entire agreement between you and Automate with Cass regarding the Service and supersede all prior agreements.