Terms of Service

Welcome to Canopy, an online tax workflow management service designed especially for accountants and tax professionals. These Terms of Use are intended to explain our obligations as a service provider and Your obligations as a customer. Please read them carefully.

These Terms are binding on any use of the Service and apply to You from the time that Canopy provides You with access to the Service.

The Canopy Service will evolve over time based on user feedback. These Terms are not intended to answer every question or address every issue raised by the use of the Canopy Service. Canopy reserves the right to change these terms at any time, effective upon the posting of modified terms and Canopy will make every effort to communicate these changes to You via email or notification via the Website. It is likely the terms of use will change over time. It is Your obligation to ensure that You have read, understood and agree to the most recent terms available on the Website.

By registering to use the Service you acknowledge that You have read and understood these Terms and have the authority to act on behalf of any person for whom You are using the Service. You are deemed to have agreed to these Terms on behalf of any entity for whom you use the Service.

These Terms were last updated on 30 November 2016.

1. DEFINITIONS

“Agreement” means these Terms of Use.

“Access Fee” means the monthly or annual fee (excluding any taxes and duties) payable by You in accordance with the fee schedule set out on the Website (which Canopy may change from time to time on notice to You).

“Confidential Information” includes all information exchanged between the parties to this Agreement, whether in writing, electronically or orally, including the Service but does not include information which is, or becomes, publicly available other than through unauthorized disclosure by the other party.

“Data” means any data inputted by You or with Your authority into the Website.

“Intellectual Property Right” means any patent, trade mark, service mark, copyright, moral right, right in a design, know-how and any other intellectual or industrial property rights, anywhere in the world whether or not registered.

“Service” means the online accounting and workflow management services made available (as may be changed or updated from time to time by Canopy) via the Website.

“Website” means the Internet site at the domain www.CanopyTax.com or any other site operated by Canopy.

“Canopy” means Canopy Tax, Inc. and all current and future global subsidiaries of Canopy Tax, Inc.

“Invited User” means any person or entity, other than the Subscriber, that uses the Service with the authorization of the Subscriber from time to time.

“Subscriber” means the person who registers to use the Service, and, where the context permits, includes any entity on whose behalf that person registers to use the Service.

“You” means the Subscriber, and where the context permits, an Invited User. “Your” has a corresponding meaning.
2. USE OF SOFTWARE

Canopy grants You the right to access and use the Service via the Website with the particular user roles available to You according to Your subscription type. This right is non-exclusive, non-transferable, and limited by and subject to this Agreement. You acknowledge and agree that, subject to any applicable written agreement between the Subscriber and the Invited Users, or any other applicable laws:

1. the Subscriber determines who is an Invited User and what level of user role access to the relevant organization and Service that Invited User has;
2. the Subscriber is responsible for all Invited Users’ use of the Service;
3. the Subscriber controls each Invited User’s level of access to the relevant organization and Service at all times and can revoke or change an Invited User’s access, or level of access, at any time and for any reason, in which case that person or entity will cease to be an Invited User or shall have that different level of access, as the case may be;
4. if there is any dispute between a Subscriber and an Invited User regarding access to any organization or Service, the Subscriber shall decide what access or level of access to the relevant Data or Service that Invited User shall have, if any.
3. YOUR OBLIGATIONS

Payment obligations: A valid credit card is required for paying accounts.

The Service is billed in advance on a monthly or annual basis and is non-refundable. All contracts for Service, whether paid monthly or annually, are for a period of one year, unless the Access Fee is for more than one year or is otherwise agreed to in writing. There will be no refunds or credits for partial periods of service, upgrade/downgrade refunds, or refunds for months unused with an open account. In order to treat everyone equally, no exceptions will be made.

All fees are exclusive of all taxes, levies, or duties imposed by taxing authorities, and you shall be responsible for payment of all such taxes, levies, or duties, excluding only United States (federal or state) taxes.

For any upgrade or downgrade in plan level, your credit card that you provided will automatically be charged the new rate on your next billing cycle. If you cancel you won’t be charged again, but you are responsible for whatever charges have already been incurred for the current billing period.

Downgrading your Service may cause the loss of Content, features, or capacity of your Account. Canopy does not accept any liability for such loss.

Access conditions: You must ensure that all usernames and passwords required to access the Service are kept secure and confidential. You must immediately notify Canopy of any unauthorized use of Your passwords or any other breach of security and Canopy will reset Your password and You must take all other actions that Canopy reasonably deems necessary to maintain or enhance the security of Canopy’s computing systems and networks and Your access to the Services. As a condition of these Terms, when accessing and using the Services, You must:

1. not attempt to undermine the security or integrity of Canopy’s computing systems or networks or, where the Services are hosted by a third party, that third party’s computing systems and networks;
2. not use, or misuse, the Services in any way which may impair the functionality of the Services or Website, or other systems used to deliver the Services or impair the ability of any other user to use the Services or Website;
3. not attempt to gain unauthorized access to any materials other than those to which You have been given express permission to access or to the computer system on which the Services are hosted;
4. not transmit, or input into the Website, any:
1. files that may damage any other person’s computing devices or software, content that may be offensive, or material or Data in violation of any law (including Data or other material protected by copyright or trade secrets which You do not have the right to use); and
2. not attempt to modify, copy, adapt, reproduce, disassemble, decompile or reverse engineer any computer programs used to deliver the Services or to operate the Website except as is strictly necessary to use either of them for normal operation.

Communication Conditions: As a condition of these Terms, if You use any communication tools available through the Website (such as any forum, chat room, or message center), You agree only to use such communication tools for lawful and legitimate purposes. You must not use any such communication tool for posting or disseminating any material unrelated to the use of the Services, including (but not limited to): offers of goods or services for sale, unsolicited commercial e-mail, files that may damage any other person’s computing devices or software, content that may be offensive to any other users of the Services or the Website, or material in violation of any law (including material that is protected by copyright or trade secrets which You do not have the right to use).

When You make any communication on the Website, You represent that You are permitted to make such communication. Canopy is under no obligation to ensure that the communications on the Website are legitimate or that they are related only to the use of the Services. As with any other web-based forum, You must exercise caution when using the communication tools available on the Website. However, Canopy does reserve the right to remove any communication at any time in its sole discretion.

Indemnity. You indemnify Canopy against: all claims, costs, damage and loss arising from Your breach of any of these Terms or any obligation You may have to Canopy, including (but not limited to) any costs relating to the recovery of any Access Fees that are due but have not been paid by You.

4. PRIVACY

Canopy maintains a privacy policy that sets out the parties’ obligations in respect of personal information . You should read that policy at www.canopytax.com/privacy/ and You will be taken to have accepted that policy when You accept these Terms.

5. INTELLECTUAL PROPERTY

General: Title to, and all Intellectual Property Rights in the Services, the Website and any documentation relating to the Services remain the property of Canopy (or its licensors).

Ownership of Data: Title to, and all Intellectual Property Rights in, the Data remain Your property. However, Your access to the Data is contingent on full payment of the Canopy Access Fee when due. You grant Canopy a licence to use, copy, transmit, store, and back-up Your information and Data for the purposes of enabling You to access and use the Services and for any other purpose related to provision of services to You.

Backup of Data: You must maintain copies of all Data inputted into the Service. Canopy adheres to its best practice policies and procedures to prevent data loss, including a daily system data back-up regime, but does not make any guarantees that there will be no loss of Data. Canopy expressly excludes liability for any loss of Data no matter how caused.

Third-party applications and your Data. If You enable third-party applications for use in conjunction with the Services, You acknowledge that Canopy may allow the providers of those third-party applications to access Your Data as required for the interoperation of such third-party applications with the Services. Canopy shall not be responsible for any disclosure, modification or deletion of Your Data resulting from any such access by third-party application providers.

6. WARRANTIES AND ACKNOWLEDGEMENTS

Authority: You warrant that where You have registered to use the Service on behalf of another person, You have the authority to agree to these Terms on behalf of that person and agree that by registering to use the Service You bind the person on whose behalf You act to the performance of any and all obligations that You become subject to by virtue of these Terms, without limiting Your own personal obligations under these Terms.

Acknowledgement: You acknowledge that:

1.You are authorized to use the Services and the Website and to access the information and Data that You input into the Website, including any information or Data input into the Website by any person you have authorized to use the Service. You are also authorized to access the processed information and Data that is made available to You through Your use of the Website and the Services (whether that information and Data is Your own or that of anyone else).
2. Canopy has no responsibility to any person other than You and nothing in this Agreement confers, or purports to confer, a benefit on any person other than You. If You use the Services or access the Website on behalf of or for the benefit of anyone other than yourself (whether a body corporate or otherwise) you agree that:
1. You are responsible for ensuring that You have the right to do so;
2. You are responsible for authorizing any person who is given access to information or Data, and you agree that Canopy has no obligation to provide any person access to such information or Data without Your authorization and may refer any requests for information to You to address; and
3. You will indemnify Canopy against any claims or loss relating to:
• Canopy’s refusal to provide any person access to Your information or Data in accordance with these Terms.
• Canopy’s making available information or Data to any person with Your authorisation.
3. The provision of, access to, and use of, the Services is on an “as is ” basis and at Your own risk.
4. Canopy does not warrant that the use of the Service will be uninterrupted or error free. Among other things, the operation and availability of the systems used for accessing the Service, including public telephone services, computer networks and the Internet, can be unpredictable and may from time to time interfere with or prevent access to the Services. Canopy is not in any way responsible for any such interference or prevention of Your access or use of the Services.
5. Canopy is not Your tax professional and use of the Services does not constitute the receipt of tax or legal advice.
6. It is Your sole responsibility to determine that the Services meet the needs of Your business and are suitable for the purposes for which they are used.
7. You remain solely responsible for complying with all applicable accounting, tax and other laws. It is Your responsibility to check that storage of and access to your Data via the Software and the Website will comply with laws applicable to you (including any laws requiring you to retain records).

No warranties: Canopy gives no warranty about the Services. Without limiting the foregoing, Canopy does not warrant that the Services will meet Your requirements or that it will be suitable for any particular purpose. To avoid doubt, all implied conditions or warranties are excluded in so far as is permitted by law, including (without limitation) warranties of merchantability, fitness for purpose, title and non-infringement.

Consumer guarantees: You warrant and represent that You are acquiring the right to access and use the Services for the purposes of a business and that, to the maximum extent permitted by law, any statutory consumer guarantees or legislation intended to protect non-business consumers in any jurisdiction does not apply to the supply of the Services, the Website or these Terms.
7. LIMITATION OF LIABILITY

To the maximum extent permitted by law, Canopy excludes all liability and responsibility to You (or any other person) in contract, tort (including negligence), or otherwise, for any loss (including loss of information, Data, profits and savings) or damage resulting, directly or indirectly, from any use of, or reliance on, the Service or Website.

If You suffer loss or damage as a result of Canopy’s negligence or failure to comply with these Terms, any claim by You against Canopy arising from Canopy’s negligence or failure will be limited in respect of any one incident, or series of connected incidents, to the Access Fees paid by You in the previous 12 months.

If You are not satisfied with the Service, Your sole and exclusive remedy is to terminate these Terms in accordance with Clause 8.

8. TERMINATION

No-fault termination: These Terms will continue for the period covered by the Access Fee paid or one year, whichever is greater. At the end of each billing period these Terms will automatically renew for another period of the same duration as that period, provided You continue to pay the prescribed Access Fee when due, unless either party terminates these Terms by giving notice to the other party in accordance with the terms hereof. For the avoidance of doubt, if payment of any invoice for Access Fees due in relation to any Service is not made in full by the relevant due date, Canopy may suspend or terminate Your use of the Service, the authority for all or any of Your Organizations to use the Service, or Your rights of access to all or any Data.

Accrued Rights Termination of these Terms is without prejudice to any rights and obligations of the parties accrued up to and including the date of termination. On termination of this Agreement You will:

1. remain liable for any accrued charges and amounts which become due for payment before or after termination; and
2. immediately cease to use the Services and the Website.

Expiry or termination: Clauses 3, 4, 5, 6, 7, 8 and 10 survive the expiry or termination of these Terms.

9. HELP DESK

Technical Problems: In the case of technical problems You must make all reasonable efforts to investigate and diagnose problems before contacting Canopy. If You still need technical help, please check the support provided online by Canopy on the Website or email us at support@canopytax.com.

Service availability: While Canopy intends that the Services should be available 24 hours a day, seven days a week, it is possible that on occasions the Services or Website may be unavailable to permit maintenance or other development activity to take place. If for any reason Canopy has to interrupt the Services for longer periods than Canopy would normally expect, Canopy will use reasonable endeavors to publish in advance details of such activity on the Website.

10. GENERAL

Entire agreement: These Terms, together with the Canopy Privacy Policy and the terms of any other notices or instructions given to You under these Terms of Use, supersede and extinguish all prior agreements, representations (whether oral or written), and understandings and constitute the entire agreement between You and Canopy relating to the Services and the other matters dealt with in these Terms.

Waiver: If either party waives any breach of these Terms, this will not constitute a waiver of any other breach. No waiver will be effective unless made in writing.

Delays: Neither party will be liable for any delay or failure in performance of its obligations under these Terms if the delay or failure is due to any cause outside its reasonable control. This clause does not apply to any obligation to pay money.

No Assignment: You may not assign or transfer any rights to any other person without Canopy’s prior written consent.

Governing law and jurisdiction: You agree that the laws of the State of Utah govern this Agreement and You submit to the exclusive jurisdiction of the state courts of Salt Lake County, Utah or federal court for the District of Utah for all disputes arising out of or in connection with this Agreement.

Severability: If any part or provision of these Terms is invalid, unenforceable or in conflict with the law, that part or provision is replaced with a provision which, as far as possible, accomplishes the original purpose of that part or provision. The remainder of this Agreement will be binding on the parties.

Notices: Any notice given under these Terms by either party to the other must be in writing by email and will be deemed to have been given on transmission. Notices to Canopy must be sent to support@canopytax.com or to any other email address notified by email to You by Canopy. Notices to You will be sent to the email address which You provided when setting up Your access to the Service.

Rights of Third Parties: A person who is not a party to these Terms has no right to benefit under or to enforce any term of these Terms.