Terms of Service

Last updated: December 2025

1. Acceptance of Terms

By accessing or using MyCPACRM ("the Service"), you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our Service.

2. Description of Service

MyCPACRM is a customer relationship management software designed for CPA firms and accounting practices. The Service includes client management, tax filing tracking, automated reminders, document collection, and related features.

3. Account Registration

To use the Service, you must:

  • Provide accurate, current, and complete information during registration
  • Maintain the security of your account credentials
  • Notify us immediately of any unauthorized use of your account
  • Be at least 18 years old or the legal age in your jurisdiction

4. Acceptable Use

You agree not to:

  • Use the Service for any unlawful purpose
  • Attempt to gain unauthorized access to any part of the Service
  • Interfere with or disrupt the Service or servers
  • Upload malicious code or content
  • Share your account credentials with unauthorized parties
  • Use the Service to store or transmit infringing or illegal content

5. Data Ownership

You retain all rights to the data you input into the Service. We do not claim ownership of your client data, documents, or other content. You grant us a limited license to process your data solely for the purpose of providing the Service.

6. Service Availability

We strive to maintain high availability of the Service but do not guarantee uninterrupted access. We may perform maintenance, updates, or modifications that temporarily affect availability. We will provide reasonable notice when possible.

7. Payment Terms

Subscription fees are billed in advance on a monthly or annual basis. All fees are non-refundable except as required by law. We reserve the right to modify pricing with reasonable notice.

8. Limitation of Liability

To the maximum extent permitted by law, MyCPACRM shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits, revenue, data, or business opportunities arising from your use of the Service.

9. Termination

Either party may terminate this agreement at any time. Upon termination, you may request an export of your data within 30 days. After this period, we may delete your data in accordance with our data retention policies.

10. Changes to Terms

We may modify these Terms at any time. We will notify you of material changes via email or through the Service. Continued use of the Service after changes constitutes acceptance of the modified Terms.

11. Governing Law

These Terms shall be governed by and construed in accordance with the laws of Canada, without regard to its conflict of law provisions.

12. Contact

For questions about these Terms, please contact us at:
Email: info@mycpacrm.com