Terms of Service (template)

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1. The service

DocChase provides document collection, deadline tracking and reminder emails for accounting practices. The service is provided as-is; it is not accounting, tax or legal advice.

2. Accounts

You are responsible for the accuracy of account information, for the acts of your teammates, and for keeping access credentials secure. You must have a lawful basis to collect documents from your clients.

3. Acceptable use

Do not upload malware, attempt to access another tenant's data, abuse portal links, or use the service to violate applicable law. We may suspend accounts that threaten the service or other customers.

4. Trial and billing

New accounts receive a 14-day trial without a credit card. Paid plans renew monthly or annually through our Merchant of Record until canceled. Annual plans include two months free. Fees are exclusive of taxes unless stated otherwise.

5. Plan limits

Solo includes 50 clients and one user, Pro 250 clients and two users, and Firma 1,000 clients and five users. Limits are enforced in the backend. Exceeding a limit requires an upgrade.

6. Customer data

You retain ownership of your data and your clients' documents. You grant us a limited license to process them to provide the service. We process them under the DPA and privacy policy.

7. Export and deletion

You can export a ZIP per client or a full account export at any time. Deleting the account deletes its data as described in the privacy policy, subject to legal retention by the payment provider.

8. Availability

We aim for high availability but do not guarantee uninterrupted service. Scheduled maintenance will be announced when practical. Backups are taken regularly and restore procedures are documented in the runbook.

9. Limitation of liability

To the maximum extent permitted by law, [Company] is not liable for indirect, incidental or consequential damages, or for lost profits or data. Aggregate liability is limited to the fees paid in the twelve months before the claim.

10. Termination

You can cancel at any time from the billing portal. We may terminate for material breach or non-payment. On termination, export your data before deletion.

11. Changes and governing law

We may update these terms with notice for material changes. These terms are governed by the laws of [jurisdiction].