Terms of Service

1. Acceptance of Terms

By accessing or using Untangly’s websites, company portal, client portal, APIs, or related services (collectively, the “Service”), you agree to these Terms and our Privacy Policy. If you are accepting on behalf of a firm or other organization, you represent that you have authority to bind that organization, and “you” includes that organization.

If you do not agree, do not use the Service. Client portal users who are invited by a firm also agree to these Terms to the extent they apply to portal use; their relationship with the firm is governed separately by the firm’s engagement terms.

2. The Service

Untangly is practice management software for accounting and tax firms. It includes, among other features:

• Company Portal for firm staff — client management, projects and deadlines, documents and eSignature, email and chat, scheduling, time/billing/payments, leads and engagements, templates, and organization settings.
• Client Portal for firm clients — viewing assigned work, uploading documents, messaging the firm, eSigning, booking meetings, and managing profile information, often under the firm’s branding and subdomain or custom domain.

Untangly is not a licensed CPA firm, law firm, tax preparer, bookkeeping service, bank, or payment institution. We do not provide tax, legal, accounting, or financial advice. Professional judgments and filings remain solely with you and your licensed advisors.

3. Accounts and eligibility

• You must provide accurate registration information and keep it current.
• You are responsible for safeguarding credentials and for activity under your accounts. Notify us promptly of unauthorized access at security@untangly.ai.
• Firm admins control invitations, roles, and permissions for staff and clients. You are responsible for who you invite and what access you grant.
• You must be at least the age of majority in your jurisdiction to create a firm account. Client portal users must be capable of forming a binding contract or acting under proper authority for a business client.

4. Subscriptions, trials, and fees

• Paid plans, limits, and pricing are described on our Pricing page or in an order form. Features and limits may differ by plan.
• Unless otherwise stated, subscriptions renew automatically until canceled. Fees are billed in advance via our payment processor (Stripe) or as otherwise agreed.
• Free trials, if offered, convert to a paid plan at the end of the trial unless you cancel before the trial ends.
• Taxes may apply. You are responsible for taxes associated with your purchase, excluding taxes on Untangly’s income.
• Except where required by law or expressly stated otherwise, fees are non-refundable. If you believe a charge is in error, contact hello@untangly.ai promptly.
• We may change pricing with notice for the next renewal period. Continued use after the change takes effect constitutes acceptance.

5. Customer Data and privacy

“Customer Data” means data, content, and materials submitted to the Service by you or your users (firm staff and invited clients), including client records, documents, messages, and billing content.

• As between you and Untangly, you retain ownership of Customer Data.
• You grant Untangly a worldwide, non-exclusive license to host, process, transmit, display, and otherwise use Customer Data solely to provide, secure, support, and improve the Service, and as otherwise described in the Privacy Policy.
• You represent that you have all rights and consents needed to submit Customer Data (including personal and sensitive client information) and to invite clients to the portal.
• You are responsible for your compliance with professional, privacy, and confidentiality obligations applicable to your practice.
• We will not sell Customer Data. We do not claim ownership of your client files.
• You may export Customer Data as described in the product and Privacy Policy. Upon termination, we will make export available for a reasonable period, then delete or de-identify Customer Data from active systems in accordance with our retention practices, except where we must retain copies for legal, security, or dispute reasons.

6. Acceptable use

You agree not to, and not to allow others to:

• Violate law, regulation, or third-party rights
• Upload malware, or attempt to gain unauthorized access to the Service or related systems
• Probe, scan, or overload the Service except with our prior written permission
• Reverse engineer, except to the limited extent permitted by law
• Resell, sublicense, or provide the Service to third parties as a competing standalone offering without our written agreement
• Use the Service to send spam or unlawful communications
• Misrepresent your identity or affiliation, or impersonate others
• Interfere with other customers’ use of the Service
• Store or process content that you are not legally permitted to handle

We may suspend or terminate access for violations, security risk, non-payment, or legal requirements, and will provide notice when reasonably practicable.

7. Integrations and third-party services

The Service may integrate with third parties such as Google (Gmail, Calendar, Meet), Microsoft Outlook / Microsoft 365, Stripe, and video or calendar providers. Your use of those services is subject to their terms and privacy policies. Untangly is not responsible for third-party services. You authorize us to access and process data from integrations you connect, solely to provide the features you enable, consistent with our Privacy Policy (including Google API Limited Use commitments where applicable).

8. Client payments (when enabled)

If you use Untangly to invoice clients and collect payment, payments are processed by Stripe or another designated processor. Untangly does not store full payment card numbers. You are responsible for the accuracy of invoices, tax treatment of client charges, refunds you authorize, and compliance with payment and consumer rules applicable to your firm. Untangly is not a party to the engagement between you and your client.

9. Intellectual property

• Untangly and its licensors own the Service, software, branding, documentation, and related intellectual property. These Terms do not transfer ownership to you.
• We grant you a limited, non-exclusive, non-transferable right to use the Service during your subscription in accordance with these Terms and your plan.
• Feedback you provide may be used by Untangly without obligation to you.
• You may not remove proprietary notices or use our marks without prior written permission, except as needed for truthful referencing.

10. Confidentiality

Each party may receive confidential information from the other. The receiving party will use reasonable care to protect it and use it only to perform under these Terms, except for information that is public, independently developed, or rightfully received from a third party without duty of confidentiality. Customer Data is your confidential information. Compelled disclosures will be limited to what is required by law, with notice where legally permitted.

11. Security

We implement safeguards described on our Security page and in the Privacy Policy. You are responsible for configuring roles and permissions appropriately, protecting credentials, and deciding what Customer Data to store in Untangly. Promptly report suspected incidents to security@untangly.ai.

12. Disclaimer of warranties

THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE MAXIMUM EXTENT PERMITTED BY LAW, UNTANGLY DISCLAIMS ALL WARRANTIES, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF HARMFUL COMPONENTS, OR THAT CUSTOMER DATA WILL NEVER BE LOST OR CORRUPTED — THOUGH WE WORK IN GOOD FAITH TO PREVENT THAT AND TO PROVIDE BACKUPS AND EXPORT OPTIONS.

13. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, UNTANGLY AND ITS AFFILIATES, OFFICERS, EMPLOYEES, AND AGENTS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE, GOODWILL, OR DATA, ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE, WHETHER BASED IN CONTRACT, TORT, OR OTHERWISE, EVEN IF ADVISED OF THE POSSIBILITY.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, OUR TOTAL LIABILITY FOR ALL CLAIMS IN THE AGGREGATE WILL NOT EXCEED THE AMOUNTS PAID BY YOU TO UNTANGLY FOR THE SERVICE IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM. IF YOU USE A FREE TRIAL OR FREE TIER, OUR TOTAL LIABILITY WILL NOT EXCEED ONE HUNDRED U.S. DOLLARS (US $100).

Some jurisdictions do not allow certain limitations; in those cases, our liability is limited to the fullest extent permitted by law.

14. Indemnification

You will defend and indemnify Untangly against claims, damages, losses, and expenses (including reasonable attorneys’ fees) arising from: (a) Customer Data; (b) your use of the Service in violation of these Terms or law; (c) disputes between you and your clients or staff; or (d) your combination of the Service with systems or content not provided by Untangly.

15. Term and termination

• These Terms apply while you have an account or use the Service.
• You may cancel your subscription in accordance with product settings or by contacting hello@untangly.ai. Cancellation typically takes effect at the end of the then-current billing period unless otherwise stated.
• We may terminate or suspend for material breach, non-payment, legal risk, or prolonged inactivity of free accounts, with notice when reasonably practicable.
• Sections that by nature should survive (including ownership, Customer Data license limitations, confidentiality, disclaimers, liability limits, indemnity, and dispute terms) survive termination.

16. Changes to the Service or Terms

We may improve or modify the Service. If we discontinue a material feature, we will use reasonable efforts to notify you. We may update these Terms by posting a revised version with a new “Last updated” date. Material changes will be communicated with reasonable notice where appropriate. Continued use after the effective date constitutes acceptance, except where applicable law requires affirmative consent.

17. Publicity

Unless you opt out by emailing hello@untangly.ai, we may identify your firm name and logo as a customer on our website and in marketing materials in a factual, non-endorsement manner. We will not disclose confidential Customer Data in doing so.

18. Governing law and disputes

These Terms are governed by the laws of the State of Delaware, USA, excluding conflict-of-law rules, unless mandatory local consumer law requires otherwise. Courts located in Delaware will have exclusive jurisdiction over disputes, except that either party may seek injunctive relief in any appropriate venue for intellectual property or unauthorized access claims. Before filing a claim, the parties will attempt in good faith to resolve the dispute informally for thirty (30) days after written notice.

If you are a consumer in a jurisdiction that prohibits the foregoing venue or governing-law clause, those mandatory protections control to the required extent.

19. General

• These Terms, together with the Privacy Policy and any order form, are the entire agreement regarding the Service and supersede prior proposals on the same subject.
• If any provision is unenforceable, the remainder remains in effect.
• Failure to enforce a provision is not a waiver.
• You may not assign these Terms without our consent, except to an affiliate or successor in connection with a merger or sale of substantially all assets; we may assign to an affiliate or successor.
• Notices to Untangly may be sent to legal@untangly.ai and hello@untangly.ai, or by mail to Untangly, Inc., 169 Enterprise Boulevard, Suite 300, Markham, ON L6G 0E7, Canada. Notices to you may be sent to your account email or in-product.
• The Service may be subject to export laws; you will not use it in violation of those laws.
• There are no third-party beneficiaries, except as expressly stated.

20. Contact

Untangly, Inc.
169 Enterprise Boulevard, Suite 300
Markham, ON L6G 0E7
Canada
Legal: legal@untangly.ai
Support: hello@untangly.ai
Security: security@untangly.ai

Related documents: Privacy Policy · Security