Terms of Service

Acceptance of Terms

By accessing and using the services of ClearTax Solutions, you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our services or website.

Description of Services

ClearTax Solutions provides professional accounting services including:

• Bookkeeping and financial record maintenance
• Tax preparation and filing services
• Financial consulting and advisory services
• Compliance assistance and reporting
• Business financial planning and analysis

Client Obligations

As a client, you agree to:

• Provide complete, accurate, and timely information
• Respond promptly to requests for documentation
• Pay all fees according to agreed terms
• Review all documents and reports promptly
• Notify us of any changes affecting your accounts
• Maintain confidentiality of sensitive information

Payment Terms

Payment terms for our services:

• Monthly services are billed in advance
• Project-based work may require deposits
• Late payments may incur additional fees
• Unpaid accounts may result in service suspension
• All fees are in Canadian dollars unless specified

Confidentiality

We maintain strict confidentiality regarding client information:

• Client information will not be disclosed without consent
• Professional standards of confidentiality apply
• Limited exceptions exist for legal requirements
• Electronic data is protected with appropriate security
• Staff are bound by confidentiality agreements

Intellectual Property

Regarding intellectual property rights:

• Our methodologies and processes remain our property
• Client data and documents remain client property
• We may retain copies for professional standards
• No unauthorized use of our materials is permitted
• Third-party materials are subject to their own terms

Service Limitations

Our services are subject to certain limitations:

• Services are provided according to professional standards
• We do not guarantee specific outcomes
• External factors may affect service delivery
• Regulatory changes may require service modifications
• Some specialized services may require additional expertise

Termination

Either party may terminate the service relationship:

• With 30 days written notice for ongoing services
• Immediately for breach of terms
• Upon completion of project-based work
• Subject to professional obligations and standards
• With appropriate transition assistance

Liability and Insurance

Regarding liability and insurance coverage:

• We maintain professional liability insurance
• Liability is limited to the scope of our services
• Clients should maintain their own business insurance
• Consequential damages are excluded where permitted
• Claims must be reported within reasonable timeframes

Professional Standards

Our services are provided in accordance with:

• Canadian accounting standards and principles
• Professional regulatory requirements
• Industry best practices and guidelines
• Continuing education and professional development
• Quality control and review procedures

Dispute Resolution

In case of disputes:

• Direct communication is encouraged first
• Professional mediation may be utilized
• Legal proceedings are subject to Ontario law
• Venue for disputes is Toronto, Ontario
• Professional standards bodies may have jurisdiction

Changes to Terms

These terms may be updated:

• Changes will be communicated to active clients
• Continued use constitutes acceptance
• Major changes may require explicit agreement
• Updated terms are posted on our website
• Professional obligations continue to apply

Contact Information

For questions about these terms or our services: