Terms of Service

Last Updated: 07/01/2025

1. Agreement to Terms

By accessing or using SyncAudit ("Service"), you agree to be bound by these Terms of Service ("Terms"). If you disagree with any part of these terms, you may not access the Service.

2. Description of Service

SyncAudit is a cloud-based practice management software designed for CPA firms to manage audits, tax returns, and client engagements. The Service includes:

  • Engagement tracking and management
  • Automated workflow management
  • Report generation and standardization
  • Client data organization
  • Multi-year project tracking

3. Account Registration

3.1 Eligibility

You must be at least 18 years old and authorized to enter binding contracts. If registering on behalf of an organization, you represent that you have authority to bind that organization.

3.2 Account Security

You are responsible for:

  • Maintaining the confidentiality of your account credentials
  • All activities that occur under your account
  • Notifying us immediately of any unauthorized use
  • Ensuring your account information is accurate and current

4. Acceptable Use

4.1 You May:

  • Use the Service for legitimate business purposes
  • Store and process client data in compliance with applicable laws
  • Grant access to authorized users within your organization
  • Export your data at any time

4.2 You May Not:

  • Use the Service for illegal purposes
  • Violate any applicable laws or regulations
  • Attempt to breach or test security measures
  • Interfere with other users' access to the Service
  • Reverse engineer or copy the Service
  • Use automated systems to access the Service without permission
  • Share login credentials or allow unauthorized access
  • Upload malicious code or harmful content

5. Subscription and Payment

5.1 Billing

  • Subscriptions are billed in advance on a monthly or annual basis
  • All fees are exclusive of taxes unless stated otherwise
  • You authorize us to charge your payment method for all fees

5.2 Price Changes

We may change subscription fees upon 30 days' notice. Continued use after the notice period constitutes acceptance of new fees.

5.3 Refunds

Fees are non-refundable except as required by law or as specifically stated in writing.

6. Intellectual Property

6.1 Our Property

The Service, including all content, features, and functionality, is owned by us and protected by intellectual property laws. You may not copy, modify, or create derivative works without our written permission.

6.2 Your Data

You retain all rights to data you submit to the Service. By using the Service, you grant us a license to use, process, and store your data solely to provide the Service.

6.3 Feedback

Any feedback, suggestions, or ideas you provide become our property and may be used without compensation to you.

7. Privacy and Data Protection

7.1 Privacy Policy

Your use of the Service is subject to our Privacy Policy, which is incorporated into these Terms.

7.2 Data Security

We implement reasonable security measures but cannot guarantee absolute security. You acknowledge the inherent risks of providing data over the internet.

7.3 Data Processing

You represent that you have all necessary rights and consents to upload client data to the Service.

8. Service Availability

8.1 Uptime

We strive for high availability but do not guarantee uninterrupted access. We may perform maintenance with reasonable notice when possible.

8.2 Modifications

We reserve the right to modify or discontinue features with reasonable notice. We are not liable for any modification or discontinuation.

9. Limitation of Liability

9.1 Disclaimer

THE SERVICE IS PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

9.2 Limitation

TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE SHALL NOT BE LIABLE FOR:

  • INDIRECT, INCIDENTAL, SPECIAL, OR CONSEQUENTIAL DAMAGES
  • LOSS OF PROFITS, DATA, USE, OR GOODWILL
  • SERVICE INTERRUPTIONS OR ERRORS

OUR TOTAL LIABILITY SHALL NOT EXCEED THE AMOUNT PAID BY YOU IN THE TWELVE MONTHS PRECEDING THE CLAIM.

10. Indemnification

You agree to indemnify and hold us harmless from any claims, damages, or expenses arising from:

  • Your use of the Service
  • Your violation of these Terms
  • Your violation of any rights of another party
  • Your client data or content

11. Termination

11.1 By You

You may terminate your account at any time through the Service or by contacting support.

11.2 By Us

We may suspend or terminate your account for:

  • Breach of these Terms
  • Non-payment of fees
  • Illegal or harmful activities
  • Extended inactivity

11.3 Effect of Termination

Upon termination:

  • Your access to the Service will cease
  • You remain liable for fees incurred
  • You may export your data within 30 days
  • We may delete your data after 90 days

12. Dispute Resolution

12.1 Informal Resolution

We encourage you to contact us first to resolve disputes informally.

12.2 Arbitration

Any disputes not resolved informally shall be resolved through binding arbitration in accordance with the rules of [Arbitration Organization].

12.3 Exceptions

You may bring claims in small claims court if eligible. Either party may seek injunctive relief for intellectual property violations.

13. General Terms

13.1 Governing Law

These Terms are governed by the laws of [Your State], without regard to conflict of law principles.

13.2 Entire Agreement

These Terms constitute the entire agreement between you and us regarding the Service.

13.3 Severability

If any provision is found invalid, the remaining provisions continue in full effect.

13.4 Waiver

No waiver of any term shall be deemed a further waiver of the same or any other term.

13.5 Assignment

You may not assign these Terms without our consent. We may assign our rights to any successor.

15. Changes to Terms

We may update these Terms at any time. Material changes will be notified by:

  • Email notification
  • Service announcement
  • Requiring acceptance upon next login

Continued use after changes constitutes acceptance of the revised Terms.

By using SyncAudit, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service.