Terms and Conditions of Use

1. About the Service

Taxpartna is a software-based quality assurance (QA) assistance tool designed for use by registered tax practitioners and Australian accounting and tax firms. The Service applies a set of automated checks and artificial intelligence (AI) analysis to workpapers, tax returns and related documents that you submit, and returns a structured list of flagged items and observations for your professional consideration.

2. Definitions

• Account means the account you register to access the Service.
• Customer Data means any documents, files, workpapers, tax returns, data and other content that you or your authorised users submit to, or generate through, the Service, including any personal information contained in them.
• Authorised User means an individual (such as a partner, employee or contractor of the Firm) whom you permit to access the Service under your Account.
• Output means the flagged items, observations, analysis and other results generated by the Service.

3. Eligibility and accounts

Restricted to registered tax agents. The Service is made available only to registered tax agents. You may access and use the Service only if you are: (a) a tax agent registered with the Tax Practitioners Board (TPB) under the Tax Agent Services Act 2009 (Cth); or (b) a partner, director, employee or contractor acting under the authority of, and on behalf of, such a registered tax agent. By accessing or using the Service, you represent and warrant that you meet one of these criteria, that you are at least 18 years old, and that the registration of the relevant tax agent is current and not suspended or cancelled. If you cease to meet these criteria, you must stop using the Service and notify us. We may require evidence of TPB registration and may suspend or terminate access where these eligibility requirements are not met.

• You must provide accurate and complete information when registering and keep it up to date.
• You are responsible for maintaining the confidentiality of your login credentials and for all activity that occurs under your Account and those of your Authorised Users.
• Multi-factor authentication is mandatory for all Accounts. You must not share credentials or circumvent access controls.
• You must notify us promptly at the contact address below if you become aware of any unauthorised access to or use of your Account.

4. Your responsibilities and acceptable use

You are responsible for your use of the Service and for your Customer Data. You represent and warrant that:

• you have all necessary rights, authority and consents to submit your Customer Data to the Service and to permit us to process it as described in these Terms and our Privacy Policy;
• your use of the Service complies with all applicable laws, professional standards and your obligations to your own clients, including in relation to confidentiality and privacy;
• you will maintain your own professional responsibility for all work, and will independently review all Output before acting on it or lodging any document; and
• you will keep your own records and backups of your Customer Data (given the retention and auto-purge settings you configure for your account, as described below).

You must not, and must not permit any person to:

• use the Service in breach of any law or third-party right, or to store or transmit unlawful, infringing or malicious material;
• attempt to gain unauthorised access to the Service or its systems, or interfere with or disrupt the integrity or performance of the Service;
• copy, modify, reverse engineer, decompile or create derivative works of the Service, except to the extent permitted by law;
• resell, sublicense or make the Service available to any third party except your Authorised Users; or
• use the Service to build a competing product or to train a competing machine-learning model.

5. Customer Data, privacy and security

As between you and us, you own all right, title and interest in your Customer Data. You grant us a limited, non-exclusive licence to host, process and analyse your Customer Data solely to provide and support the Service and as otherwise set out in our Privacy Policy.

Customer Data may contain personal information about your clients and other individuals. You are responsible for ensuring that you have the authority and any necessary consents to disclose that information to us for processing. We act as a processor of that information on your behalf and in accordance with your instructions and our Privacy Policy.

How we handle your data. Files submitted to the Service are encrypted in transit and at rest, are processed within a secured environment, and are retained and purged according to the retention settings you configure for your account — you may set up an automatic purge cycle or request purging at your discretion. We do not use your Customer Data to train third-party AI models. For users of the Performance Dashboard, certain non-sensitive metadata may be retained securely to provide reporting functionality. Full details are set out in our Privacy Policy, which forms part of these Terms.

Our current security practices are described at taxpartna.com.au/security.

6. Intellectual property

The Service, including all software, models, algorithms, check logic, documentation, text, graphics, logos and the “Taxpartna” name and branding, is owned by or licensed to us and is protected by intellectual property laws. Except for the rights expressly granted in these Terms, we reserve all rights, title and interest in and to the Service.

We grant you a limited, non-exclusive, non-transferable, revocable licence to access and use the Service for your internal business purposes during the term of your subscription, subject to these Terms.

7. Fees, billing and GST

Some features of the Service are provided for a fee. Fees, billing cycles and included usage are as set out on our pricing page or in a separate order or subscription agreement.

• Unless stated otherwise, all fees are stated in Australian dollars and are exclusive of GST. Where GST applies, it will be added and shown on a valid tax invoice. We are registered for GST.
• Fees are payable in advance and, to the extent permitted by law, are non-refundable except where required by the Australian Consumer Law.
• We may change our fees on reasonable prior notice, effective from your next billing period.

8. Third-party services

The Service relies on third-party infrastructure and services, including cloud hosting provided by Amazon Web Services, and may use third-party tools for website analytics, security (such as bot protection) and communications. Your use of the Service may be subject to those providers’ terms. We are not responsible for third-party services that we do not control. Where the website uses Google services (such as analytics or security tools), those services are described in our Privacy Policy.

9. Availability, changes and support

We aim to provide a reliable Service but do not guarantee that it will be uninterrupted, error-free or available at all times. We may perform maintenance, and may modify, suspend or discontinue features of the Service. We will use reasonable efforts to give notice of material changes that adversely affect you.

10. Confidentiality

Each party may receive confidential information of the other. Each party agrees to keep the other’s confidential information confidential, to use it only as necessary to exercise its rights or perform its obligations under these Terms, and to protect it with reasonable care. This clause does not apply to information that is public through no fault of the receiving party, independently developed, or required to be disclosed by law.

11. Disclaimers

AI limitations. The Service uses automated checks and AI, which can produce incomplete, inaccurate or unexpected results, including false positives and false negatives. The Service does not identify every possible issue and is not a guarantee of compliance or correctness. It is your responsibility to review, verify and exercise professional judgment on all Output.

To the maximum extent permitted by law, and subject to clause 12, the Service is provided “as is” and “as available”, and we exclude all warranties, representations and guarantees not expressly set out in these Terms, whether express or implied, including any implied warranties of merchantability, fitness for a particular purpose, accuracy and non-infringement.

12. Australian Consumer Law

Nothing in these Terms excludes, restricts or modifies any consumer guarantee, right or remedy that you may have under the Competition and Consumer Act 2010 (Cth) (including the Australian Consumer Law) or any other law that cannot lawfully be excluded (“Non-excludable Rights”).

Where our goods or services are supplied to you as a “consumer” within the meaning of the Australian Consumer Law and are not of a kind ordinarily acquired for personal, domestic or household use, our liability for a failure to comply with a consumer guarantee is limited, at our option, to any one of: (a) resupplying the services; or (b) paying the cost of having the services resupplied.

13. Limitation of liability

Subject to clause 12, and to the maximum extent permitted by law:

• neither party is liable for any indirect, incidental, special, consequential or punitive loss, or for any loss of profit, revenue, goodwill, data, or anticipated savings, arising out of or in connection with the Service or these Terms;
• our total aggregate liability to you arising out of or in connection with the Service or these Terms, whether in contract, tort (including negligence), statute or otherwise, is limited to the total fees paid by you to us for the Service in the twelve (12) months immediately before the event giving rise to the liability, or, where the Service was provided free of charge, AUD $100; and
• we are not liable for any loss to the extent caused by your breach of these Terms, your reliance on Output without independent verification, or matters beyond our reasonable control.

14. Indemnity

You agree to indemnify us against any loss, liability, cost or expense (including reasonable legal costs) that we suffer or incur arising out of or in connection with your breach of these Terms, your Customer Data, your use of the Service, or your breach of any law or third-party right, except to the extent caused by our own negligence or wilful misconduct.

15. Suspension and termination

You may stop using the Service and close your Account at any time. We may suspend or terminate your access to the Service (in whole or in part) if you breach these Terms, if required by law, or to protect the security or integrity of the Service. We may also terminate on reasonable notice for convenience.

On termination, your right to use the Service ends. Clauses relating to Customer Data ownership, intellectual property, confidentiality, disclaimers, liability, indemnity and general provisions survive termination. Given the retention and auto-purge settings you configure for your account, you are responsible for retaining your own copies of Customer Data and Output.

16. Changes to these Terms

We may update these Terms from time to time. If we make material changes, we will take reasonable steps to notify you, such as by posting the updated Terms on the website and updating the effective date. Your continued use of the Service after changes take effect constitutes acceptance of the updated Terms.

17. Notices

You may contact us, and we will give you notices, using the contact details below or through the Service. Notices to us should be sent via taxpartna.com.au/contact.

18. General

• These Terms, together with our Privacy Policy and any order or subscription terms, form the entire agreement between you and us in relation to the Service.
• If any provision is held invalid or unenforceable, it will be severed and the remaining provisions continue in force.
• Our failure to enforce any right is not a waiver of that right.
• You may not assign or transfer your rights under these Terms without our consent. We may assign our rights and obligations to a related body corporate or in connection with a sale of our business.
• Neither party is liable for failure or delay in performance to the extent caused by events beyond its reasonable control.

19. Governing law

These Terms are governed by the laws of the State of Victoria, Australia. You and we submit to the non-exclusive jurisdiction of the courts of Victoria and the courts competent to hear appeals from them.

20. Contact us

Partna AI Pty Ltd (ABN 82 696 001 555), trading as Taxpartna.
Website: https://taxpartna.com.au
Contact: taxpartna.com.au/contact