Terms of Use

1. About the Service

ScaleCompta Workflow is a SaaS workflow management platform designed to help businesses organize recurring obligations, generate tasks automatically, manage client requests, collaborate with team members, and monitor workflow activities.

The Service is provided online and may be updated, modified, or improved from time to time.

2. Eligibility

You must be legally capable of entering into a binding agreement to use the Service.

If you use the Service on behalf of a company, accounting firm, business, or other organization, you represent that you have the authority to accept these Terms on its behalf.

3. Account Registration

Certain features require you to create an account.

You agree to:

• Provide accurate and up-to-date information.
• Keep your login credentials confidential.
• Maintain the security of your account.
• Notify us promptly if you suspect unauthorized access.
• Be responsible for activity performed through your account.

You must not share your account credentials with unauthorized persons or allow unauthorized access to the Service.

4. User Roles and Client Access

The Service may allow account administrators to create different user roles, including team members, collaborators, and client users.

Account administrators are responsible for:

• Assigning appropriate access permissions.
• Managing users and collaborators.
• Ensuring that client users only have access to information intended for them.
• Removing access when a user or client relationship ends.

Client portal access may allow clients to view information, documents, requests, tasks, or other content depending on the permissions configured by the account administrator.

5. Client Data and User Content

You may upload, submit, store, or otherwise provide information through the Service ("User Content"), including business information, documents, tasks, client information, comments, requests, and other data.

You retain ownership of your User Content.

You grant us a limited right to host, process and otherwise use User Content only as necessary to provide, maintain, secure, and improve the Service and to comply with applicable law.

You are responsible for ensuring that you have the necessary rights and permissions to upload and process User Content through the Service.

6. Automated Workflows and Obligations

The Service may allow you to create templates and obligations and assign them to clients or engagements.

Depending on your configuration, the Service may automatically generate tasks, assign responsibilities, calculate or apply due dates, and send reminders or notifications.

You acknowledge that automated workflow generation depends on the information and rules configured by you.

You remain responsible for reviewing generated tasks, due dates, assignments, reminders, and other workflow information and for making any necessary corrections.

The Service does not replace your professional judgment or your legal, accounting, tax, regulatory, or other professional obligations.

7. Client Requests and Collaboration

The Service may allow users and their collaborators to create and manage client requests, exchange information, and communicate through comments or other collaboration features.

You are responsible for the accuracy and appropriateness of information submitted through these features.

You must not use the Service to submit unlawful, fraudulent, abusive, defamatory, or otherwise inappropriate content.

8. Subscriptions and Fees

Certain features of the Service require a paid subscription.

Subscription prices, billing periods, included features, and applicable limits are presented during the purchase or subscription process.

Unless otherwise stated:

• Subscription fees are billed in advance.
• Fees are non-refundable except where required by applicable law or expressly stated otherwise.
• Taxes, VAT, or similar charges may apply depending on your location and applicable law.
• You are responsible for providing accurate billing information.

We may change subscription prices for future billing periods by providing reasonable notice.

9. Free Trials and Promotional Offers

We may offer free trials or promotional plans from time to time.

Unless otherwise stated, a free trial does not create an obligation to continue using a paid subscription.

We may modify or discontinue a trial or promotional offer at any time, subject to applicable law and the terms communicated when the offer is provided.

10. Acceptable Use

You agree not to:

• Use the Service for unlawful purposes.
• Attempt to gain unauthorized access to the Service or another user's account.
• Interfere with or disrupt the Service.
• Introduce malicious code, viruses, or harmful software.
• Reverse engineer or attempt to extract the source code of the Service, except where permitted by applicable law.
• Circumvent security or access controls.
• Use automated methods to abuse or overload the Service.
• Upload content that violates applicable laws or third-party rights.
• Use the Service to conduct fraudulent, deceptive, or abusive activities.

We reserve the right to suspend or restrict access where reasonably necessary to protect the Service, our users, or third parties.

11. Intellectual Property

The Service, including its software, design, interfaces, trademarks, logos, documentation, features, and underlying technology, is owned by us.

Except for the limited right to use the Service under these Terms, no ownership rights are transferred to you.

You may not copy, reproduce, distribute, sell, modify, or create derivative works from the Service without our prior written permission, except where permitted by applicable law.

12. Third-Party Services

The Service may integrate with or rely on third-party services, software, payment providers, communication services, hosting providers, or other external systems.

We are not responsible for the availability, functionality, security, or policies of third-party services that are outside our reasonable control.

Your use of third-party services may also be subject to their own terms and privacy policies.

13. Service Availability

We aim to provide a reliable and secure Service, but we do not guarantee that the Service will always be available, uninterrupted, or error-free.

The Service may occasionally be unavailable because of maintenance, updates, technical problems, security incidents, third-party services, or circumstances beyond our reasonable control.

We may perform scheduled or emergency maintenance when necessary.

14. Data Security and Privacy

We take reasonable measures to protect information processed through the Service.

Our processing of personal data is described in our Privacy Policy.

You remain responsible for determining what personal data you submit to the Service and ensuring that your use of the Service complies with applicable data protection laws.

15. Confidentiality

Each party agrees to protect confidential information received from the other party and to use such information only for purposes related to the Service.

Confidential information does not include information that:

• Is publicly available without breach of these Terms.
• Was already lawfully known by the receiving party.
• Is independently developed without using confidential information.
• Is lawfully received from a third party without confidentiality obligations.

A party may disclose confidential information when required by law, provided that it gives notice where legally permitted.

16. Suspension and Termination

You may stop using the Service at any time.

We may suspend or terminate an account if:

• You materially breach these Terms.
• Payment obligations remain unpaid.
• Your use of the Service creates a security or legal risk.
• Your use violates applicable law.
• We discontinue the Service.

Where reasonably possible, we will provide notice before suspension or termination.

Upon termination, your right to access and use the Service will end.

17. Data After Termination

Following termination, we may retain or delete User Content in accordance with our data retention practices, applicable law, and any applicable agreement between the parties.

Where applicable, we may provide mechanisms for exporting User Content before or after termination.

You are responsible for exporting any information you need before your account is permanently deleted.

18. Disclaimers

The Service is provided on an "as available" and "as is" basis to the extent permitted by applicable law.

We do not guarantee that:

• The Service will meet every specific business requirement.
• Automated workflows will always be generated or executed without errors.
• Due dates, reminders, assignments, or notifications will always be accurate.
• The Service will be uninterrupted or completely error-free.
• Information generated or displayed by the Service constitutes legal, tax, accounting, financial, or other professional advice.

You are responsible for reviewing information and workflows generated through the Service.

19. Limitation of Liability

To the maximum extent permitted by applicable law, we will not be liable for indirect, incidental, special, consequential, or punitive damages, including loss of profits, revenue, business opportunities, data, or goodwill resulting from the use of or inability to use the Service.

To the extent permitted by applicable law, our total liability arising from the Service will not exceed the fees paid by you to us for the Service during the applicable period preceding the event giving rise to the claim.

Nothing in these Terms limits liability that cannot legally be limited or excluded under applicable law.

20. Indemnification

To the extent permitted by applicable law, you agree to indemnify and hold harmless us and service providers from claims, damages, liabilities, and expenses arising from:

• Your unlawful use of the Service.
• Your violation of these Terms.
• Your User Content.
• Your violation of third-party rights.

21. Changes to These Terms

We may update these Terms from time to time.

When we make material changes, we may provide notice through the Service, by email, or by other reasonable means.

Your continued use of the Service after the updated Terms become effective constitutes acceptance of the revised Terms, to the extent permitted by law.

22. Contact