Privacy & Legal
Everything you need to know about our terms, privacy, and security practices.
These Software as a Service (SaaS) and Services Terms and Conditions (“Terms” or this “Agreement”) govern the purchase of the license to the Software, the access to Services and the use of the Website by the Firm and its Users (“you”, “your”, and terms of similar meaning) made available by Countable Inc. (“we”, “us”, “Provider” and terms of similar meaning) and its suppliers.
By accepting this Agreement, by (a) clicking a box indicating acceptance, (b) accepting or executing an Order Form that references this Agreement, or (c) otherwise accessing or using the Services or the Website, you agree to be bound by these Terms, and all terms, policies and guidelines incorporated by reference in these Terms. If a Firm registers for a free trial of the Services, the applicable provisions of these Terms will also govern that free trial.
If the individual accepting this Agreement is accepting on behalf of a company or legal entity, such individual represents that they have the authority to bind such entity and its affiliates to these Terms, in which case the term “Firm” or “User” (as the case may be) shall refer to such entity and its affiliates. If the individual accepting this Agreement does not have such authority, or does not agree with these Terms, such individual must not accept this Agreement and may not use the Services or the Website.
Order Forms are automatically deemed to include all of the terms and conditions of these Terms; provided that whenever the provisions of the Order Form expressly conflict with these Terms, the conflicting provisions of the Order Form control and shall take precedence over the conflicting provisions of the Terms.
1. DEFINITIONS
1.1 “Administrator” means a person or persons assigned by the Firm to have the authority to act as the administrator of the subscription on behalf of the Firm.
1.2 “Applicable Law” means all applicable requirements, laws, statutes, codes, acts, ordinances, orders, decrees, injunctions, by-laws, rules, regulations, permits, licenses, authorizations, directions and agreements with all applicable government authorities, agencies, bodies or departments, having jurisdiction over this Agreement or the supply or use of the Services.
1.3 “Business Day” means any day except Saturday, Sunday or any day on which banks are generally not open for business in the City of Toronto, Ontario.
1.4 “CASL” means any applicable federal, provincial and local laws, regulations and rules governing the sending of commercial electronic messages.
1.5 “Client” means a client of the Firm.
1.6 “Cloud Provider” has the meaning given in Section 7.1.
1.7 “Consulting Services” means any Consulting Services, other than the use of the Software and related services, authorized by the Firm that the Provider agrees to perform or is required to perform hereunder. The Consulting Services shall include, but are not limited to, software development, integration, data migration, customization, configuration, and implementation services, as further described in the Order Form or a Schedule.
1.8 “Co-Pilot” has the meaning given in Section 5.2.
1.9 “Fees” means the fees to be paid by the Firm pursuant to an Order Form, these Terms and any applicable Schedules.
1.10 “Firm” shall mean the individual or organization who is bound by the terms of an Order Form and these Terms and Conditions.
1.11 “Firm Data” means any data or content inputted into the Software by the Firm or any of its employees or Users, including, but not limited to Firm Marks, engagement letters, signature lines, pre-drafted footers, data relating to Clients of the Firm, Input prompts and feedback provided in relation to the Services.
1.12 “Firm Marks” means the Firm’s trademarks (registered and unregistered), trade names, designs, logos and other indicia of origin that are uploaded by the Firm or its Users onto the Software or Website.
1.13 “FlexPlan Services” means the managed services that the Provider provides to the Firm pursuant to an Order Form.
1.14 “FlexPlan Terms” shall have the meaning set forth in Section 4.1.
1.15 “Input” means a User prompt, submission, or interaction posed to the Co-Pilot or Software, including any Firm Data, shall be deemed an “Input”.
1.16 “Order Form” means (i) the Countable Platform as a Service (SaaS) Order Form; (ii) an online order through the Website or email confirmation specifying the Services to be provided hereunder, that is entered into between the Firm and the Provider, including any Schedules, addenda and supplements thereto.
1.17 “Output” means the AI-generated content produced in response to an Input by the Firm or its Users, including, but not limited to, textual content, spreadsheets, PDF documents, and chatbot responses.
1.18 “Personal Information” means any information relating to identifiable individuals, the collection, use or disclosure of which is regulated by Privacy Laws.
1.19 “Privacy Laws” means any applicable federal, provincial and local laws, regulations and rules governing the collection, use and disclosure of information relating to identifiable individuals, including the Personal Information Protection and Electronic Documents Act (Canada), the Personal Information Protection Act (British Columbia), the Personal Information Protection Act (Alberta), and any similar legislation enacted by any province or territory of Canada.
1.20 “Schedule” means a schedule, which is attached to this Agreement, or which may be added hereafter by written agreement of the parties.
1.21 “Services” means the use of the Software, Consulting Services and related services, including the FlexPlan Services and the Co-Pilot, to be provided by the Provider to the Firm pursuant to the Order Form.
1.22 “Software” means the Countable automated workflow platform as a service and other related software, data and content made available by the Provider and licensed to the Firm and the number of User licenses purchased by the Firm pursuant to the terms of the Order Form.
1.23 “Term” shall have the meaning given in Section 13.1.
1.24 “Third Party Content” means any data owned or licensed by a third party and inputted into the Software. For greater certainty, Third Party Content includes, but is not limited to Professional Engagement Forms (PEG Forms) and other content provided by CPA Canada.
1.25 “Third Party LLM” means any third-party large language models and other AI tools used by the Provider to process Firm Data to generate Output in the Software for the Firm and its Users.
1.26 “User” means an individual user who (i) accesses the Website and/or is permitted to use the Software; and (ii) agreed to these Terms. Users may include Administrators, employees or contractors of the Firm and Clients who are authorized to use the Services.
1.27 “Website” means the website available at https://countable.co/ or its sub domains or domains with identical names under other top domains and owned by Provider
1.28 “Work Product” means any materials or deliverables generated as part of the Consulting Services and any related work, offered by the Provider to the Firm in accordance with the terms of an Order Form or a Schedule. WORK PRODUCT SPECIFICALLY EXCLUDES THE SOFTWARE AND THE SERVICES OR ANY PRE-EXISTING, THIRD PARTY, OPEN-SOURCE MATERIAL, OR ANY DEVELOPMENT THAT IS INTENDED BY THE PROVIDER TO BE AN ENHANCEMENT TO THE SOFTWARE OR ANY NEW SOFTWARE DEVELOPED BY THE PROVIDER THAT IS INTENDED TO BE OWNED BY THE PROVIDER, AND THE CLIENT DATA.
2. PRIVACY AND SECURITY
2.1 Privacy Policy. Please refer to the privacy policy at https://countable.co/privacy-policy?tab=privacy_ca (the “Privacy Policy”) for information on how we or our licensors collect, use and disclose your Personal Information.
3. CONSULTING SERVICES AND RESPONSIBILITIES
3.1 Consulting Services. The Provider shall perform the Consulting Services in accordance with an Order Form, these Terms, and the applicable Schedule(s), and in a timely, diligent and professional manner. The Order Form and each Schedule is automatically deemed to include all of the terms and conditions of this Agreement; provided that whenever the provisions of an Order or Schedule expressly conflict with these terms and conditions, the conflicting provisions of the Order Form control and take precedence over the conflicting provisions of these terms and conditions, but only for purposes of the Order Form or Schedule.
3.2 Work Schedule. Unless they are expressly described as firm deadlines, in which case the Provider’s obligation shall be to meet such dates, any schedules, deadlines or timeframes set forth in an Order Form or a Schedule represent estimates that the Provider shall use its reasonable commercial efforts to achieve. The Client acknowledges that the Provider’s successful and timely performance of the Consulting Services is dependent on the active participation and collaboration of the Firm, its employees and representatives. The Provider shall not be liable for any delay or cost or expense caused as a result of the delay of the Firm provided that the Provider has notified the Firm of such delay.
3.3 Acceptance. Where an Order Form or a Schedule contemplates the development of a deliverable or Work Product, the Firm shall have a period to review and accept the completed deliverables or Work Product (such period to be specified in the Order Form or the applicable Schedule, or a five (5) business days if no period is specified) and the Provider shall have a period to remedy any deficiencies identified by the Firm (such period to be as specified in the Order Form or applicable Schedule, or a reasonable period if no period is specified). The Firm shall provide the Provider prompt notice of any deficiencies identified by the Firm. If the Firm does not give written notice of any deficiencies within such period, it shall be deemed to have accepted the Deliverables.
3.4 Firm Representations and Warranties. The Firm represents and warrants that the Client’s use of the Consulting Services and the use of the Consulting Services by the Firm’s directors, officers, employees, contractors, representatives and other agents will (a) be consistent with the Order Form and these Terms, and any licenses provided; and (b) comply with Applicable Law, including without limitation Privacy Laws.
4. USER ACCOUNTS
4.1 Provisioning and User Accounts. Upon agreeing to an Order Form, the initial Administrator of the Firm will be permitted to register for a User account. The initial Administrator may add other Administrators and authorize Users subject to the limitations and additional terms described in the Order Form. The Initial Administrator and other Administrators shall be deemed to have the authority to manage (including adding and removing) Users. Administrators may deactivate any User if the Administrator wishes to terminate access to the Service for any User. access to specific features of the Services are only available to specific user types.
4.2 Free Trial. If a Firm agrees to a free trial pursuant to an Order Form or registers for a free trial on the Website (“Free Trial”), the Provider will make the applicable Services available to the Firm on a trial basis free of charge until the earlier of (a) the end of the Free Trial period for which the Firm registered to use the applicable Services, or (b) the start date of the Initial Term under an Order Form. Additional trial terms and conditions may appear on the Website’s Free Trial registration page. Any such additional terms and conditions are incorporated into these Terms by reference. Any Firm Data accumulated by a User during a Free Trial will be permanently lost unless the User, on behalf of a Firm, agrees to an Order Form or exports such Firm Data before the end of the Free Trial period. Notwithstanding anything to the contrary in Sections 10 and 11, during the Free Trial, the Services are provided “as-is” without any warranty, support or service levels and the Provider shall have no indemnification obligations nor liability of any type with respect to the Services for the Free Trial period unless such exclusion of liability is not enforceable under Applicable Law in which case the Provider’s liability with respect to those Services provided during the Free Trial shall not exceed $1,000.
4.3 Registration. Upon logging into the Software for the first time, the Administrators and Users will be prompted to register for a User account. Administrators and Users agree to: (a) provide accurate, current and complete information as may be prompted by any registration forms on the Software or the Website (“Registration Data”); (b) maintain the security of the their password; (c) maintain and promptly update the Registration Data, and any other information they provide to the Software or the Website, and to keep it accurate, current and complete; and (d) accept all risks of unauthorized access to the Registration Data and any other information provided to Provider. The Firm shall be responsible for all activity by Users on the Software, including the activity performed on the Software through the User accounts by an agent, representative, employee (including former employees who maintained access to the Services), or any other person acting on behalf of such User. It is the responsibility of the Firm to delete User accounts or otherwise remove access to Users who should no longer be active (e.g. a User who is no longer an employee or contractor of the Firm or a Vendor of the Firm).
5. SERVICES
5.1 FlexPlan Services. Upon the Firm’s request for the FlexPlan Services, the Provider will provide an Order Form detailing such FlexPlan Services. Each such Order Form is binding on both Parties and any FlexPlan Services will be governed by the terms of the applicable Order Form, these Terms and the FlexPlan Terms and Conditions available here (the “FlexPlan Terms”).
5.2 AI Generated Content and Acknowledgment. The Services may include features (referred herein as the “Co-Pilot”) that allow the Firm and its Users to (a) interact with an AI-enabled chatbot which utilizes Third-Party LLMs to present information pursuant to User preferences, interactions, and queries; and (b) utilize artificial intelligence to generate Output based on Input and Firm Data. Co-Pilot and related features of the Services are currently in beta, and, as such, are provided to Users solely for evaluation purposes only. As such, you acknowledge that artificial intelligence and machine learning are evolving technologies and understand that the Output made available by such features may not be accurate or reflect reliable information. When using the Services, you understand and agree that (i) all Output may not be accurate, and that you will not refer to such Output as factual information or as a substitute for accounting advice; (ii) you are solely responsible for evaluating the accuracy of such Output; (iii) you will not solely rely on Output as constituting formal accounting advice, and will always ensure that any Output is reviewed or vetted accordingly by a duly licensed and qualified accountant; (iv) the Services may deliver Output that is not endorsed or affiliated with the Provider and is not representative of the Provider’s views; and (v) due to the nature of the Co-Pilot, Output may not be unique across Users and other Users may receive similar or identical Output from the Services. Notwithstanding anything to the contrary in Sections 11 and 12, any Services provided utilizing Co-Pilot are provided “as-is” without any warranty, support or service levels and the Provider shall have no indemnification obligations nor liability of any type with respect to such Services unless such exclusion of liability is not enforceable under Applicable Law in which case the Provider’s liability with respect to those Services provided shall not exceed CAD$1,000.
6. LICENSE TO SOFTWARE, WEBSITE AND LICENSE RESTRICTIONS
6.1 License to Software and Website. Provider hereby grants to Firm and authorized Users a non-exclusive, non-transferable license to use the Software and the Website and solely permit the Firm and Users to use the Website and the functionality contained within the Software for legitimate purposes during the Term.
6.2 License Restrictions. Except as set forth in this Agreement, the Order Form, any Schedule and to the extent contrary by Applicable Law: the Firm and User may not (a) make or distribute copies of the Software or Website; (b) alter, merge, adapt or translate the Software or Website, or decompile, reverse engineer, disassemble, or otherwise reduce the Software or Website to a human-perceivable form; (c) sell, rent, lease, host or sublicense the Software (except as is incidental or necessary for the provision of the Software to Users); (d) modify the Software or Website or create derivative works based upon the Software or Website; provided however that the foregoing will not restrict Firm’s rights to exploit any Firm Data which may be incorporated into, reside in, or form a part of the Software; (e) use the Services or the Website in a manner that breaches the rights of any third party, any contract or legal duty or violate any Applicable Law; (f) copy the Services or Website or any part, feature, function or user interface thereof; (g) access or use the Services or Website in order to build a competitive product or service; (h) use the Services or Website other than for its intended purposes; (i) do anything to interfere with or impair the intended operation of the Website; (j) use the Software, including Co-Pilot or any data or Output to directly or indirectly create, train, test or otherwise improve any artificial intelligence or machine learning algorithms, architectures, weights, models, systems or the like.
7. HOSTING AND SUPPORT
7.1 Hosting. The Provider will cause the Software to be hosted on a cloud server maintained by a reputable third party provider (“Cloud Provider”). The Provider will be responsible for contracting with the Cloud Provider, and for paying all fees and charges of the Cloud Provider. All Firm Data stored on the Services is located on servers operated by the Cloud Provider in the Canada and/or the United States.
7.2 Support, Training. Support, maintenance and training Services are provided to the Firm in accordance with the terms of the Provider’s Service Level Agreement. In the event of any conflict between the Service Level Agreement and these Terms, these Terms shall prevail.
7.3 Backups. The Provider will create a backup or cause its Cloud Provider to create a backup of the Software (including all Firm Data) no less frequently than once every twenty-four (24) hours. Upon request from the Firm, the Provider will provide the Firm with a copy of the most recent backup available.
8. FIRM REPRESENTATIONS AND WARRANTIES; FIRM RESPONSIBILITIES
8.1 Firm Representations and Warranties. The Firm represents and warrants to the Provider that: (a) the Firm has the power and authority to accept and agree to these Terms and to enter into this Agreement and to allow the Provider to perform the Services; (b) the Firm owns or controls all of the rights necessary to grant the rights and licenses granted herein; (c) the Firm’s use of the Services or Website and the use of the Services or Website by the Firm’s Users will (i) be consistent with this Agreement and any licenses provided, and (ii) comply with Applicable Law, including Privacy Laws and CASL; (d) the Firm will not violate any federal, provincial, territorial, or local laws, rules or regulations or infringe the rights of any third party, including any intellectual property, privacy or publicity-related rights, in connection with the Firm’s access to or use of the Services and Website; (e) the exercise by the Provider of the rights granted by the Firm hereunder will not cause the Provider to violate any Applicable Law or infringe the rights of any third party; (f) the Firm has and shall maintain in effect all the licenses, permissions, authorizations, consents and permits that it needs to carry out its obligations under this Agreement; (g) the Firm has obtained all rights in the Firm Data necessary to permit compliance with its obligations under these Terms; and (h) all account and Registration Data provided by the Firm will be complete, accurate and up-to-date when provided, and updated as necessary to ensure that it remains complete, accurate and up-to-date. The Firm shall be liable for the acts and omissions of any of its Users, directors, officers, employees, contractors, representatives or agents as if such act or omission were an act or omission of the Firm.
8.2 Requirement Active Subscription to CPA Canada PEG. The Firm agrees that the Firm and its Users access to the Software and Services is conditional upon the Firm having an active subscription to the CPA Canada Professional Engagement Guide (PEG) at all times during the Term. The Provider reserves the right, in its sole discretion, without any notice or liability to the Firm or any User, to impose limits, change, suspend or terminate the Firm or any User’s license to use the Software, or any portion thereof, for failure to comply with this Section 8.2.
8.3 Additional Responsibilities. The Firm agrees (a) that it shall be responsible for providing and maintaining its own Internet access with the necessary bandwidth speeds as recommended by the Provider and all necessary telecommunications equipment, services, software and other materials (collectively, “Firm Equipment”) at the Firm’s location(s) necessary for accessing the Services; and (b) the Firm is solely responsible for (i) providing, updating, uploading, modifying and maintaining the Firm Data; (ii) the accuracy and legality of the Firm Data as and when provided by the Firm to the Provider; and (iii) the means by which it acquires and uses such Firm Data (including, without limitation, privacy and data protection)
8.4 Firm Indemnity Regarding Use of Services and Website and Firm Data. The Firm shall be solely responsible for all inputs, selection and use of the Services and Website and all Firm Data or other data transmitted, received or created using the Services or Website, even if transmitted, received or created by someone else, and the Firm agrees to defend, indemnify and hold the Provider, its directors, officers, employees, agents, contractors, affiliates, successors and assigns harmless from any loss, damage, liability, costs, demands, causes of action, damages and expenses (including all reasonable legal fees and disbursements) which may result therefrom or from any breach by the Firm or its Users of this Agreement.
8.5 Acceptable Use of the Services and Website. The Firm and its Users may not: (a) use, or encourage, promote, facilitate or instruct others to use the Services or the Website for any illegal, harmful or offensive use or to transmit, store, display, distribute or otherwise make available content that is illegal, harmful or offensive; (b) use the Services or the Website to violate the security or integrity of any network, computer or communications system, software application, or network or computing device; (c) make network connections to any users, hosts, or networks unless the Firm has permission to communicate with them; (d) distribute, publish, send or facilitate the sending of unsolicited mass e-mail or other messages, promotions, advertising or solicitations (like ‘spam’), including commercial advertising and informational announcements; (e) message, submit, upload, request, deliver, provide, or transmit any text, graphics, images, messages, information or other material that: (i) infringes, misappropriates or violates a third party’s patent, copyright, trademark, trade secret, moral rights or other proprietary or intellectual property rights, or rights of privacy; (ii) violates or constitutes any conduct that would violate any Applicable Law or would give rise to civil liability; (iii) is unlawful, abusive, tortious, libelous, defamatory, obscene, pornographic, hateful, vulgar, offensive or racially or ethnically objectionable; (iv) promotes discrimination, exploitation, bigotry, racism, hatred, harassment or harm against any individual or group; (v) is violent, abusive, or threatening, or promotes violence, harassment, or actions that are threatening to any person; or (vi) promotes illegal or harmful activities or substances; (f) collect, use, disclose, or store personal information about any other individuals without their consent; (g) upload or otherwise disseminate any computer viruses, malware, or software that may damage the property of another; (h) reverse engineer, or attempt to reverse engineer or disassemble any Services; (i) use the Services or Website for any purpose for which they are not designed or intended; (j) violate the security of the Services or Website through any unauthorized access, circumvention of encryption or other security tools, data mining or interference; or (k) encourage or enable any other individual or person to do any of the foregoing.
The Provider reserves the right, but does not assume the obligation, to investigate any violation of this Section or misuse of the Services or Website. Without limiting the foregoing, the Firm acknowledges that the Provider has the right, but not the obligation, at any time and without prior notice, to monitor access to or use of the Services or Website, to access, review, preserve and disclose any content, or to remove or disable access to any content, if the Provider believes in good faith that it is reasonably necessary: (a) to comply with any Applicable Law or satisfy any legal process or governmental request; (b) to respond to claims asserted against the Provider; (c) to enforce and ensure a User’s compliance with these Terms, including the investigation of potential violations; (d) to conduct risk assessments and prevent, detect and investigate incidents of fraud, security and technical issues; (e) to protect the Provider’s rights, property or safety, or that of its Users or members of the public; or (f) for the purpose of operating and improving the Services. The Firm agrees to cooperate with and assist the Provider in good faith in any such investigations, including by providing the Provider with such information as the Provider may reasonably request.
9. FEES, EXPENSES AND PAYMENT
9.1 Fees. In consideration for the Services described herein, the Firm shall pay to the Provider, in advance, the Fees more particularly described in an Order Form and any applicable Schedules. Except as otherwise specified herein or in the Order Form, (a) the Fees are based on the Services purchased and not actual usage, (b) payment obligations are non-cancelable and Fees paid are non-refundable, (c) a subscription type (pertaining to certain User quantities) cannot be decreased during the relevant subscription term; and (d) the Firm will be billed in advance on a recurring, periodic basis (each period is called a “billing cycle”). Billing cycles are typically monthly or annual, depending on what subscription plan the Firm selects when purchasing the Services.
9.2 Invoices and Payments. The Provider shall invoice the Firm, in advance, for the Services in accordance with the terms of the Order Form. The Firm shall pay such invoices within five (5) calendar days of receipt (or such other time as specified in the Order Form or any Schedule). Taxes shall be identified and shown as separate items on each invoice. Late payments are subject to interest in the amount of two percent (2%) per month on overdue amounts and interest thereon.
9.3 Taxes. The Firm shall be responsible for all applicable sales, goods and services, harmonized sales, value added, use, excise, other similar taxes, levies and charges not otherwise included in the Fees imposed by applicable tax authorities on the provision of Services hereunder. The Firm shall pay to the Provider such taxes, levies and charges which the Provider is registered to charge and collect.
9.4 Suspension of Service and Acceleration. If any charge owing by the Firm under these Terms or any other agreement is thirty (30) days or more overdue, the Provider may, without limiting its other rights and remedies, accelerate the Firm’s unpaid fee obligations under such agreements, so that all such obligations become immediately due and payable, and suspend the Services until such amounts are paid in full.
9.5 Change to Fees. Subject to an Order Form, the Provider reserves the right to introduce new or change any Fees on or related to the Services from time to time, upon providing the Client with thirty (30) days advanced written notice, by e-mailing the Administrator(s) of the Firm and/or by posting the updated Fees (or the pertinent calculations) on the Website or displaying a notification in the Software. If the Firm does not accept the changed or new Fees, the Firm must terminate these Terms or amend its Services prior to the end of the thirty (30) day period. After such period, if the Terms are not terminated or the Services are not amended, the Firm’s or any of its Users continued use of the Services after the effective date of the change indicates the Firm’s agreement with the new or changed Fees.
10. INTELLECTUAL PROPERTY, FIRM DATA AND PRIVACY
10.1 Ownership of the Software and Website. Except for any grant of licenses in this Agreement or as otherwise expressly provided in this Agreement, the Provider and its licensors, as applicable, shall retain all copyright, patent rights, trade secret rights, trademarks and other proprietary rights or interests (“Intellectual Property Rights”) in the Software and Website. Nothing in this Agreement, the Order Form, or any Schedules shall be deemed to convey to the Firm or any other party, any ownership right, in or to Software and Website.
10.2 Ownership of Firm Data. The Provider acknowledges and agrees that, as between the Parties, the Firm is the sole and exclusive owner of the Firm Data and any Outputs, and that no right or interest in the Firm Data, other than pursuant to Section 10.3 of this Agreement, and will be collected, handled and used by the Provider only in compliance with the terms of this Agreement. Due to the nature of the Co-Pilot, Output may not be unique and other users may receive similar output from the Software.
10.3 License from Firm to Provider. The Firm hereby grants to the Provider a non-exclusive, royalty-free, non-transferable, limited right to use during the Term, Firm Data and Output provided to the Provider solely to perform and improve the Services pursuant to this Agreement. Without limiting the foregoing, the Provider shall process the Firm Data in certain ways to power the Provider’s Co-Pilot features, including sending Firm Data to its Third Party LLM to generate Output. In doing so, the Provider shall not share the Firm Data with other firms or third parties for any purposes except those provided below. Accordingly:
Regarding data processing by Third Party LLMs, the Firm understands, acknowledges, and agrees that:
Prior to transmitting any Firm Data to Third Party LLMs, the Provider shall process such Firm Data through a Zero Data Exposure Pipeline that parses documents and replaces sensitive identifiers (including client names, account numbers, tax identifiers, and similar personally identifiable information) with placeholder aliases; the Third Party LLM shall only receive the redacted version and the Provider shall restore the original values only after the Third Party LLM responds, such that the Third Party LLM never receives the actual sensitive data. The alias mappings (i.e., the record of which placeholder maps to which real value) shall be encrypted at rest, short-lived, and never written to logs.
The Provider shall maintain a Prompt Firewall that independently scans all outbound requests to Third Party LLMs to detect and prevent the transmission of sensitive data that a User types directly into the Services (which the document pipeline may not intercept).
The Provider shall transmit Inputs to its Third Party LLM in order to generate Output and retrieve Output from Third Party LLM to provide to the Firm; all such transmitted and retrieved Firm Data shall be encrypted in transit according to industry standard encryption protocols.
The Provider shall only transmit Firm Data as needed to Third Party LLMs to deliver the Services contemplated in the Order Form. The Firm Data will not be used to train Third Party LLMs, unless explicitly consented to, in writing, by the Firm.
Behavioral data generated through interactions with the Provider’s Co-Pilot features (e.g. usage patterns and error logs) will not include any Firm Data or personally identifiable information. Behavioral data will not be shared with providers of Third Party LLMs but may be used by the Provider to improve the Services, optimize workflows and for other internal purposes.
The Firm acknowledges and agrees that: (A) the Provider’s use of Third Party LLMs to provide the Services involves transmitting redacted Firm Data to external artificial intelligence service providers; (B) such Third Party LLMs are operated by third parties (including, without limitation, OpenAI, Anthropic, Google and similar providers) whose servers may be located outside of Canada; (C) the Provider has implemented the technical controls described in this Section 10.3(a) to protect Firm Data, but cannot guarantee the security practices or data handling of Third Party LLM providers beyond the contractual commitments the Provider has obtained from such providers; and (D) the Firm is solely responsible for determining whether the use of Services that rely on Third Party LLMs is appropriate for the Firm’s specific data residency, security, privacy and regulatory compliance requirements.
Regarding the Provider’s internal data processing activities, the Firm understands, acknowledges, and agrees to the following:
The Provider only collects, processes, stores, or otherwise uses Firm Data as necessary to perform Services that the Firm has purchased in an Order Form, or perform other activities specifically requested by its Users.
The Provider collects and analyzes non-identifying analytics data, such as Users’ quantitative usage metrics and other statistical information, relating to the Firm’s use and performance of various aspects of the Services, and analyzes such data to improve and enhance the Services, as well as to diagnose and correct issues associated with the Services.
The Provider may process stored Firm Data to directly improve the quality of (and/or customize the experience of) the Services. This may include training internal artificial intelligence models for general product improvement or Firm-specific personalization.
The Provider shall maintain a Cryptographic Audit Trail that creates a tamper-evident log of every request made to Third Party LLMs, recording who made the request, which Third Party LLM responded, when the request was made, which tool or feature was involved, and whether any data was redacted, without storing the actual prompt or response content. Each audit record shall be cryptographically linked to the preceding record such that any alteration or deletion of records after the fact is detectable.
10.4 All Other Rights Reserved, Further Assurances. Except as expressly set forth herein or in the Order Form or a Schedule, all Intellectual Property Rights are expressly reserved by the parties. The Firm or the Provider, as applicable, shall execute and deliver such instruments and take such other steps as may be requested by the Provider or the Firm, as applicable, from time to time in order to give effect to the provisions of this Article.
10.5 Privacy Laws. The Firm and authorized Users represent that (a) they have complied with all applicable Privacy Laws in connection with the collection, use and disclosure of Personal Information, and the provision of Personal Information to the Provider complies with all applicable Privacy Laws; and (b) all individuals to whom such Personal Information relates have consented to the Provider’s collection, use and disclosure of such Personal Information for the purposes disclosed in this Agreement or our Privacy Policy.
10.6 Third Party/Open Source Content and Software. The Software may contain or provide the ability to integrate the Services with Third Party Content, third party software and/or open-source software, which may be subject to third party licenses and require notices and/or additional terms and conditions (“Third Party Licenses”). These Third-Party Licenses and Plaid Terms are made a part of and incorporated into these Terms. By accepting these Terms, the Firm and its Users also accept the Third-Party Licenses, if any, set forth therein and the Plaid Terms. To view the Third-Party Licenses, please contact info@countable.co. The Firm and all authorized Users agree that the Provider has no liability arising from use of any integrations or arising from such Third-Party Content, third party software, open-source software and related services. The Provider may modify or cancel the integrations at any time, without notice.
10.7 License by Firm to Use Feedback. The Firm grants the Provider a worldwide, perpetual, irrevocable, royalty-free license to use and incorporate into its services any suggestion, enhancement request, recommendation, correction or other feedback provided by the Firm or Users relating to the operation of the Software, the Services, or the Website.
11. DISCLAIMER AND LIMITATION OF LIABILITY
11.1 DISCLAIMER
EXCEPT AS EXPRESSLY SET OUT IN THE ORDER FORM, THIS AGREEMENT OR THE FLEXPLAN TERMS, IF APPLICABLE, THE SERVICES AND THE WEBSITE ARE PROVIDED TO THE FIRM AND AUTHORIZED USERS ON AN “AS IS” BASIS, WITHOUT WARRANTIES FROM THE PROVIDER OF ANY KIND, EITHER EXPRESS OR IMPLIED. THE PROVIDER EXPRESSLY DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, WITHOUT LIMITATION IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT, UNLESS OTHERWISE SPECIFIED IN THE APPLICABLE ORDER FORM. THE PROVIDER DISCLAIMS ALL LIABILITY FOR ANY CONTENT POSTED ON THE WEBSITE THAT MAY BE OUTDATED, INACCURATE OR MISLEADING. THE PROVIDER DOES NOT WARRANT THAT THE SERVICES OR THE WEBSITE WILL BE ERROR-FREE OR WILL OPERATE WITHOUT INTERRUPTION. THE PROVIDER DOES NOT WARRANT OR MAKE ANY OTHER REPRESENTATIONS REGARDING THE USE, ACCURACY, CURRENCY, COMPLETENESS, TIMELINESS, EFFICACY, APPLICABILITY, PERFORMANCE, SECURITY, AVAILABILITY OR RELIABILITY OF THE SERVICES, WEBSITE, OUTPUT, OR THE RESULTS FROM USE OF THE SERVICES OR WEBSITE. ADDITIONALLY, THE PROVIDER DOES NOT REPRESENT OR WARRANT THAT ANY OUTPUT GENERATED BY THE SERVICES IS ACCURATE, COMPLETE, UP TO DATE, RELIABLE, CURRENT, ERROR-FREE OR SATISFACTORY TO THE FIRM AND AUTHORIZED USERS. THE PROVIDER IS NOT LIABLE FOR ANY STATEMENTS OR REPRESENTATIONS INCLUDED IN ANY OUTPUT.
THE PROVIDER HAS NO CONTROL OVER THE OPERATION OF THE THIRD PARTY LLMS IT ACCESSES AS PART OF ITS PROCESSING ACTIVITIES, THE OUTPUTS THEY GENERATE, OR THE CONTINUED AVAILABILITY OF ANY THIRD PARTY LLMS.
THE OUTPUT IS INTENDED TO PROVIDE PRACTICAL AND USEFUL INFORMATION ON THE SUBJECT MATTER COVERED BASED ON THE FIRM AND USER INPUTS. WHILE SUCH OUTPUT MAY CONCERN ISSUES RELATED TO ACCOUNTING SERVICES OR DOCUMENTS, SUCH CONTENT IS NOT FORMAL ACCOUNTING OR TAX ADVICE. THE FIRM AND ITS USERS WILL NOT RELY ON ANY OUTPUT OF THE SERVICES WITHOUT SEEKING ADVICE OF, AND/OR VETTING ANY OUTPUT THROUGH, A DULY LICENSED AND QUALIFIED PROFESSIONAL IN THE APPLICABLE SUBJECT MATTER AND JURISDICTION. THE PROVIDER EXPRESSLY DISCLAIMS ALL LIABILITY IN RESPECT OF FIRM OR USER ACTIONS TAKEN OR NOT TAKEN BASED ON ANY OUTPUT, OR OTHERWISE IN CONNECTION WITH THE FIRM’S USE OF THE OUTPUT GENERATED FROM THE SERVICES.
THE FIRM UNDERSTANDS THAT IT, AND ITS USERS, ARE ULTIMATELY RESPONSIBLE FOR ALL DECISIONS MADE, ACTIONS TAKEN, AND FAILURES TO TAKE ACTION BASED ON THE FIRM’S USE OF THE OUTPUT, WHICH USES ARTIFICIAL INTELLIGENCE TO GENERATE PREDICTIONS BASED ON PATTERNS IN DATA. OUTPUT GENERATED BY ARTIFICIAL INTELLIGENCE (INCLUDING THIRD PARTY LLMS) IS PROBABILISTIC AND SHOULD BE EVALUATED FOR ACCURACY AS APPROPRIATE FOR YOUR USE CASE.
11.2 No Indirect, Etc. Damages. Under no circumstances shall either party be liable to the other party for any claim for (a) indirect, special or consequential damages, (b) compensation for loss of profits, anticipated revenue, savings or goodwill, or (c) exemplary, aggravated or punitive damages howsoever incurred; in each case under any theory of law or equity, arising out of or in any way related to this Agreement, the FlexPlan Terms, or any Services, even if advised of the possibility thereof.
11.3 Limitation of Aggregate Liability. Except as otherwise specifically provided under this Agreement, (a) the liability of either party for any claim, demand or cause of action whether based on contract, tort (including negligence) or otherwise, or for any losses, damages, costs and expense (including but not limited to legal fees) (collectively, “Losses”) arising out of or resulting from this Agreement or any of Services, including the FlexPlan Services, shall not exceed the Fees paid or payable by the Firm to the Provider under this Agreement in the six (6) months preceding the Loss; and (b) the Provider’s indemnification obligations hereunder will be limited to an amount equal to two (2) times the Fees paid or payable by the Firm under this Agreement in the twelve (12) months preceding the event giving rise to the indemnification obligation.
11.4 Reasonableness of Limitations; Basis of the Bargain. The Provider, the Firm and Users agree that the limitations contained in this Section 11 are reasonable in scope, form an integral part of this Agreement, are essential elements of the basis of the bargain between the Provider and the Firm, and will survive and apply even if any remedies are found or alleged to have failed of their essential purpose.
11.5 Exclusions. Nothing in these Terms is intended to exclude or limit any condition, warranty, right or liability which may not be lawfully excluded or limited under Applicable Law. Some jurisdictions do not allow the exclusion of certain warranties or conditions or the limitation or exclusion of liability for loss or damage caused by negligence, breach of contract or breach of implied terms, or incidental or consequential damages, or exclusion of liability for loss or damage from death or personal injury. Accordingly, only the above limitations in these Terms that are lawful in the applicable jurisdiction will apply, and the Provider’s liability will be limited to the maximum extent permitted by law.
12. INDEMNIFICATION
12.1 Indemnity by Firm. The Firm agrees to defend, indemnify and hold the Provider, its directors, officers, employees, agents, contractors, affiliates and successors (collectively, “Provider Parties”) harmless from any loss, damage, liability, costs, demands, causes of action, damages and expenses (including all reasonable legal fees and disbursements) that the Provider may incur as a result of or in connection with any third party claim relating to or resulting from (a) any breach by the Firm of the Firm’s obligations under this Agreement or the FlexPlan Terms including its obligation to comply with all Applicable Law; (b) any third party claim that the Provider’s use of any Firm Data, including for generating Output, or Third Party Content infringes, misappropriates or otherwise violates the intellectual property rights of any third party or any Privacy Laws; (c) the Firm’s or any User’s use or inability to use the Services; or (d) any Output generated by the Services based on the Firm’s or any User’s Input or Firm Data. The Firm agrees that, at the Provider’s option, the Firm will conduct the defense of any such claim or action; provided that, notwithstanding the Provider’s election that the Firm conduct the defense: (i) the Provider may nevertheless participate in such defense or settlement negotiations and pay its own costs associated therewith; and (ii) the Firm will not enter into any settlement or other compromise without the Provider’s prior written approval (which approval shall not be unreasonably withheld), unless such settlement or other compromise includes a full and unconditional release of the relevant Provider Parties from all liabilities and other obligations in respect of such claim or action.
12.2 Indemnity by Provider. Subject to Section 11.3 (Limitation of Aggregate Liability), the Provider agrees to defend, indemnify and hold the Firm, its directors, officers, employees, agents, contractors and affiliates, harmless from any loss, damage or liability, including all reasonable legal costs, that the Firm may incur as a result of or in connection with: (a) any valid claim that the Software or any portion of it infringes the intellectual property rights of any third party (an “Infringement Claim”); or (b) any third-party claim relating to or resulting from any breach by the Provider of the Provider’s obligations under this Agreement, including its obligation to comply with all Applicable Law; provided that, the Provider shall not be obligated to indemnify the Firm to the extent that the claim results from: (i) the Firm or any User’s breach of this Agreement; (ii) combination of the Services with any product or service not provided or authorized in writing by the Provider (where such Infringement Claim would not have arisen but for such combination); (iii) modification of the Services other than performed or authorized in writing by the Provider (where such Infringement Claim would not have arisen but for such modification); (iv) the Firm or any User’s use of any Output from the Services; (v) any action or inaction by a provider of Third Party LLMs, including any unavailability, discontinuation, modification or error in such Third Party LLMs; or (vi) any Firm Data or Third Party Content provided by or on behalf of the Firm.
13. TERM
13.1 Term. The term of this Agreement (“Term”) shall commence on the Effective Date set out in the Order Form and, for subscription-based services, continue for length of time described in the Order Form as the Initial Term (“Initial Term”). Thereafter, for subscription-based services, this Agreement will automatically renew for successive terms equal to the length of time of the Initial Term (“Renewal Terms”), unless terminated in accordance with this Agreement. The Term of this Agreement shall remain in effect until expiry or termination of all Services provided under any Order Form.
13.2 Termination
Prior to Renewal. Except in the case of a month-to-month term, either party may terminate this Agreement by providing written notice to the other party at least (60) days prior to the end of the then current term. For month-to-month terms, the Firm may provide thirty (30) days prior written notice to terminate this Agreement. For greater certainty, such notice may be given prior to the end of such current term but will only take effect at the end of the then current term.
Breach. Either party may terminate this Agreement if the other party materially breaches this Agreement, including any failure to make payments when due, and such other party fails to cure such breach in all material respects within thirty (30) days after being given notice of the breach from the non-breaching party.
Insolvency. Either party may terminate this Agreement, upon written notice to the other party, if such other party is subject to proceedings in bankruptcy or insolvency, voluntarily or involuntarily, if a receiver is appointed with or without the other party’s consent, if the other party assigns its property to its creditors or performs any other act of bankruptcy, or if the other party becomes insolvent and cannot pay its debts when they are due.
13.3 Early Termination. If this Agreement is terminated pursuant to Section 13.2 prior to the end of such current term, the Firm shall pay to the Provider, as liquidated damages and not a penalty, an amount equal to the total monthly Fees (as described in the Order Form) multiplied by the number of months remaining prior to the end of such current term.
13.4 Termination and Suspension of Users. Notwithstanding any provision of these Terms, the Provider reserves the right, in its sole discretion, without any notice or liability to the Firm or any User, to (a) terminate a User’s license to use the Software, or any portion thereof; (b) block or prevent a User’s future access to and use of all or any portion of the Software or the Website; (c) change, suspend, or discontinue any aspect of the Software or the Website; (d) impose limits on the Software or Website; and (e) remove or disable access to any Content if the Provider believes in good faith that it is reasonably necessary: (i) to comply with any Applicable Law or satisfy any legal process or governmental request; (ii) to respond to claims asserted against the Provider; (iii) to enforce and ensure a User’s compliance with these Terms, including investigation of potential violations; (iv) to conduct risk assessments and prevent, detect and investigate incidents of fraud, security and technical issues; (v) to protect the Provider’s rights, property or safety, or that of its Users or members of the public; or (vi) for the purpose of operating and improving the Services.
13.5 Effect of Termination. If this Agreement is terminated in accordance with Section 13.2, then:(a) Each party shall promptly deliver to the other party, all papers, databases, documents, software programs, and other tangible items (including copies) constituting the other party’s Confidential Information in its possession or under its control, or on request, destroy such materials and certify that it has done so;(b) upon a request by the Firm within thirty (30) days of termination, the Provider will within fifteen (15) days of such request, provide to the Firm a copy of the Firm Data in a format that is readable using commercially available third party software and or the Software; and(c) upon a request by the Firm within thirty (30) days of termination, the Provider will delete and cause to be deleted all Firm Data from all computer systems owned and controlled by the Provider.
14. CONFIDENTIALITY
14.1 Definition of Confidential Information. “Confidential Information” means all information disclosed by a party (“Disclosing Party”) to the other party (“Receiving Party”), whether orally or in writing, that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure. Firm’s Confidential Information includes Firm Data. The Provider’s Confidential Information includes the Software, the Services and the terms and conditions of this Agreement. However, Confidential Information does not include any information that (a) is or becomes generally known to the public without breach of any obligation owed to the Disclosing Party; (b) was known to the Receiving Party prior to its disclosure by the Disclosing Party without breach of any obligation owed to the Disclosing Party; (c) is received from a third party without breach of any obligation owed to the Disclosing Party; (d) is independently developed by the Receiving Party; or (e) is Feedback from the Firm or its Users.
14.2 Protection of Confidential Information. The Receiving Party will (a) use the same degree of care that it uses to protect the confidentiality of its own confidential information of like kind (but not less than reasonable care); (b) not use any Confidential Information of the Disclosing Party for any purpose outside the scope of this Agreement; and (c) except as otherwise authorized by the Disclosing Party in writing, limit access to Confidential Information of the Disclosing Party to those of its and its affiliates’ employees and contractors who need that access for purposes consistent with this Agreement and who have signed confidentiality agreements with the Receiving Party containing protections no less stringent than those herein.
14.3 Compelled Disclosure. The Receiving Party may disclose Confidential Information of the Disclosing Party to the extent compelled by law to do so, provided the Receiving Party, if permitted by law, gives the Disclosing Party prior notice of the compelled disclosure.
14.4 Destruction. Each party, upon the request of the other party or within thirty (30) days after termination of this Agreement (whichever is earlier), agrees to return and cause its representatives to return, all copies of Confidential Information belonging to or provided by the other party or destroy such copies as directed by that party and certify their destruction.
14.5 Indemnity. Each party agrees to indemnify and hold the other party harmless from and against all loss or damage or any kind and nature suffered by the other party as a result of any breach by it or its representatives of its obligations relating to confidentiality contained in this Section 14.
15. GENERAL
15.1 Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the Province of Ontario and the laws of Canada applicable therein. This Agreement shall be treated, in all respects, as an Ontario contract.
15.2 Survival. Any terms and conditions of this Agreement which by their nature extend beyond termination of this Agreement shall survive such termination. This includes, without limitation Section 10 (Intellectual Property, Firm Data and Privacy) (but not section 10.3 (License from Firm to Provider)), Section 11 (Disclaimer and Limitation of Liability), Section 12 (Indemnification), Section 13.5 (Effect of Termination), Section 14 (Confidentiality) and applicable provisions of Section 15 (General).
15.3 Dispute Resolution.
This Section 15.3 sets out the process (the “Dispute Resolution Process”) for resolving all disputes, issues, controversies, and/or claims arising out of or in connection with this Agreement, or in respect of any legal relationship associated with or derived from this Agreement (“Disputes”).
Either party may initiate the Dispute Resolution Process by sending a notice of a Dispute (a “Dispute Notice”) to the other party. Upon delivery of a Dispute Notice to either party, each party shall appoint a knowledgeable, responsible, non-lawyer, management representative to meet and negotiate in good faith with the representative of the other party in order to resolve the Dispute.
All Disputes that are not resolved within thirty (30) days following delivery of a Dispute Notice shall be arbitrated and finally resolved, with no right of appeal, even on questions of law, pursuant to the National Arbitration Rules of the ADR Institute of Canada, Inc. The place of arbitration shall be Toronto, Ontario, Canada. The language of the arbitration shall be English.
Notwithstanding anything contained in the Agreement to the contrary, either party shall be entitled to seek injunctive or other equitable relief from a court of competent jurisdiction whenever the facts or circumstances would permit a party to seek such relief.
15.4 Relationship. The relationship between the Firm and the Provider will at all times be one of independent contractor and nothing herein shall be construed as implying an employment, partnership, or joint venture relationship. The Provider is not an employee of the Firm and is not entitled to any benefits that the Firm may provide to its employees. Users are not employees, partners, representatives, agents, joint venturers, independent contractors or franchisees of the Provider; Users act solely as agents or representatives of the Firm and not of the Provider. Nothing herein shall be construed as empowering either party to act as a representative or agent of the other party. Neither party shall have the authority to enter into any contract, nor to assume any liability, on behalf of the other party, nor to bind or commit the other party in any manner, except as expressly provided in this Agreement.
15.5 Force Majeure. Except as expressly provided otherwise in this Agreement, dates and times by which the Firm or the Provider is required to perform under this Agreement, the Order Form, or a Schedule (except for any payment obligation) will be postponed automatically to the extent and for the period of time that the Firm or the Provider, as the case may be, is prevented by causes outside of its reasonable control from meeting such dates and times by reason of any cause beyond its reasonable control (provided that a lack of financial resources shall not constitute an event beyond the reasonable control of a party). The following events are deemed to be outside of a party’s reasonable control: acts of God, acts of government, acts of war, civil or military unrest, acts of public enemies, epidemics, pandemics, riots, fire, unavailability of communications or electrical power service provided by third parties, unavailability, suspension, discontinuation or modification of Third Party LLMs or other third-party artificial intelligence services, governmental regulations superimposed after the fact and earthquakes, explosions, floods or other disasters provided that such causes could not have been reasonably foreseen and the risk and/or consequences of such causes mitigated on a commercially reasonable basis. The parties agree that an event shall not be considered to be beyond reasonable control if a reasonable business person applying due diligence in the same or similar circumstances under the same or similar obligations as the provisions of the Order Form or Schedule would have put in place contingency plans to either materially mitigate or negate the effects of such event. A party seeking to rely on this Section must (a) notify the other party immediately and in detail of the anticipated or actual commencement of and the cause of postponement; (b) notify the other party promptly of any material changes in the circumstances which resulted in the postponement including when the reason for the postponement is at an end; and (c) use diligent efforts to avoid or remove such cause of non-performance and to minimize the consequences thereof, including utilizing all resources reasonably required in the circumstances including without limitation obtaining supplies or services from other resources if they are reasonably available.
15.6 Non-Solicitation. During the Term and for a period of one (1) year following termination of this Agreement for any reason, the Firm may not, directly or indirectly, (a) solicit for employment any employee or independent contractor of the Provider who was materially involved in the performance of this Agreement; or (b) induce or attempt to induce any employee or independent contractor of the Provider who was materially involved in the performance of this Agreement to leave his or her employ or contract, as applicable, with the Firm. The foregoing will not prevent the Firm from hiring any employee or independent contractor who responds to a job posting or advertisement that is not specifically targeted at such employee or independent contractor.
15.7 Currency. Unless otherwise specified in the Order Form, all references to amounts of money in this Agreement refer to United States (USD) currency.
15.8 Notices. Notices that we give to you (other than notice of amendment of this Agreement), may be provided in any of the following ways. First, we may email the Administrator(s) at the contact information provided in the Order Form or any registration data. Second, we may post a notice on the Website. It is your responsibility to periodically review the Website for notices. The Firm may provide notice to the Provider by (a) submitting a ticket through the helpdesk; or (b) e-mailing the Provider.
15.9 Successors and Assigns. This Agreement shall ensure to the benefit of, and be binding on, the parties and their respective successors and permitted assigns. The Provider may assign, transfer, delegate or sublicense this Agreement or any of its rights and obligations hereunder, in its sole discretion, without restriction or the Firm’s consent. The Firm may not assign, transfer, delegate or sublicense any of its rights or obligations under this Agreement, including by operation of law or merger or consolidation, without the Provider’s express prior written consent, which may be granted or withheld in the Provider’s sole discretion. Any attempted assignment, transfer, delegation or sublicense by the Firm without the foregoing consent will be null and void.
15.10 Severability. Any provision of this Agreement which is prohibited or unenforceable in any jurisdiction will, as to that jurisdiction, be ineffective to the extent of such prohibition or unenforceability and will be severed from the balance of this Agreement, all without affecting the remaining provisions of this Agreement or affecting the validity or enforceability of such provision in any other jurisdiction.
15.11 Entire Agreement. This Agreement, the Order Form and the Schedules constitute the entire agreement between the parties with respect to the subject matter of this Agreement and supersedes all previous negotiations, proposals, commitments, writings and understandings of any nature whatsoever.
15.12 Waiver. No term or provision of this Agreement is deemed waived and no breach excused, unless the waiver or consent is in writing and signed by the party claiming to have waived or consented. Any consent by any party to, or waiver of, a breach by the other, whether expressed or implied, does not constitute a consent to, waiver of, or excuse for, any other different or subsequent breach.
15.13 Fully Negotiated Agreement. The Firm and the Provider acknowledge and agree that all of the provisions of this Agreement have been fully negotiated, that neither of them shall be deemed the drafter of this Agreement and that, in construing this Agreement in case of any claim that any provision hereof may be ambiguous, no such provision shall be construed in favour of one party on the ground that such provision was drafted by the other party.
15.14 Language. The parties have required that this Agreement and all deeds, documents and notices relating to this Agreement be drawn up in the English language. Les parties aux présentes ont exigé que le présent contrat et tous autres contrats, documents ou avis afférents aux présentes soient rédigés en langue anglaise.
15.15 Modification of Terms. The Provider may modify this Agreement at any time by (a) posting a notice on the Website or on the Software; or (b) by e-mailing the Administrator(s) of the Firm. The Provider will also update the “Last Updated” date at the top of the Agreement. The modified terms shall automatically be effective when posted. The Provider will post notice that these Terms have been amended on the Website or the Software for thirty (30) days. You are responsible for checking the Agreement whenever you access or use the Services and for reviewing these Terms on a regular basis. By continuing to access or use the Services after the effective date of the modification, you are indicating that you agree to be bound by the modified terms. If the modified terms are not acceptable to you, you must stop accessing and using the Services. Notwithstanding the foregoing, the information and material on the Website, and the Website, may be changed, withdrawn or removed at any time in the Provider’s sole discretion without notice.
15.16 Publicity. The Firm grants the Provider the right to identify the Firm as a customer of the Provider and to use the Firm’s name, logo and trademarks on the Provider’s website, in marketing materials, customer lists and in other promotional activities. The Firm may revoke this right at any time by providing written notice to the Provider, and the Provider shall remove the Firm’s name, logo and trademarks from its promotional materials within thirty (30) days of receiving such notice.
15.17 Subcontractors. The Provider may use subcontractors to perform its obligations under this Agreement, provided that the Provider shall remain responsible for the performance of its subcontractors and their compliance with the terms of this Agreement. Without limiting the foregoing, the Firm acknowledges and agrees that the Provider uses third-party service providers, including without limitation the Cloud Provider and providers of Third Party LLMs, to deliver the Services.
15.18 Headings; Interpretation. The headings in this Agreement are for convenience of reference only and shall not affect the interpretation of this Agreement. Unless the context otherwise requires, words importing the singular include the plural and vice versa, words importing a gender include every gender, and references to “including” or “includes” mean including or includes without limitation.
15.19 Cumulative Remedies. Except as expressly set forth in this Agreement, the exercise by either Party of any of its remedies under this Agreement will be without prejudice to its other remedies available under contract, at law, in equity or otherwise.
15.20 Third-Party Beneficiaries. Except as otherwise expressly set forth herein, this Agreement does not and is not intended to confer any rights or remedies upon any person other than the Parties hereto.
15.21 Questions. If you have any questions regarding these Terms or your use of the Services, please contact us here: Countable Inc. info@countable.co.
At Countable Inc. (“Countable”, “we”, “us”, “our” and terms of similar meaning), we take your privacy rights seriously. We are committed to transparently describing our privacy practices, including how we collect, use, disclose and protect your personal information, as well as how you can manage the information we collect from you.
This Privacy Policy applies to your use of the Countable website located at www.countable.co (the “Site”), the Countable cloud-based platform for year-end engagements (the “Platform”), including our AI-powered tools such as the Luka AI assistant, our Flex on-demand capacity services, and integrations with third-party accounting software, banks, and payroll systems, and all associated services (together with the Site and Platform, the “Services”).
Please read this Privacy Policy carefully. If you disagree with any part, please do not provide us with your personal information or use the Services. By accessing the Site or using the Platform, you accept our practices as described here.
We may update this Privacy Policy from time to time. Any changes will be posted on the Site, and the effective date will be updated accordingly. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your personal information.
All capitalized terms that are not otherwise defined in this Privacy Policy have the meanings given to them in our Terms and Conditions available at https://countable.co/privacy-policy?tab=terms.
TYPES OF PERSONAL INFORMATION WE COLLECT
We may collect various types of personal information from you, depending upon how you interact with us or use our Services. When signing up for a Firm or User account, Firms and Users of the Services must provide personal information as requested or where indicated. Where possible, on these forms we indicate which fields are required and which fields are optional.
We may collect the following personal information:
Contact Information. First and last name, company name, mailing address, firm information, email address, and telephone number.
Professional Information. Professional license number, status with CPA Canada or other regulatory bodies, or other information concerning your professional background.
Billing Information. Payment information (e.g., credit or debit card number), expiration date, security code, bank account information, or other financial information provided by you when purchasing our Services. When you add a credit/debit card, payment method, or banking information to any Firm account, these payment details will be shared with our third-party payment processor(s). We do not store such payment information on our servers.
Account Information. If you sign up and create a Firm or User account, we may store and use your name, email address, and other personal information you provide with your account. You can modify some of the personal information associated with your account.
Account Credentials. Username, password, password hints, and information used for authentication and account access.
Device Information. When you use the Services, we automatically receive and record data from your device, including, but not limited to, your GPS location, IP address, operating system and platform, browser type and version, browser plug-in types and versions, device type, device identifiers, other platform IDs, cookies, the page you requested, the timing, frequency, and pattern of your use of the Services, and other information about how you use the Services. This usage data may be processed for the purposes of analyzing the use of the Site and the Platform.
Communications Content. Any messages you send to us, such as feedback and questions to customer support, information you publicly post on our Sites or other websites (such as product reviews or blog comments), e-mail messages, recordings of telephone calls with customer service or our representatives, and any personal information that you provide to us via our chatbot or AI features.
Client Accounting Data. When you use our Services, we may process client accounting data that you upload, input, or that is imported through integrations with third-party accounting software (such as QuickBooks, Xero, or Sage), banks, or payroll systems. This may include trial balances, general ledger data, bank statements, working papers, financial statements, tax identifiers, and other financial documents.
HOW WE COLLECT PERSONAL INFORMATION
We need to collect personal information from you in order to provide you with our Services, as well as to improve the experience of using our Services. You may provide us with personal information in several ways, including, for example when you:
use our Services, including our AI-powered features;
create a Firm or User account;
correspond with us, including through surveys or our chatbot;
sign up to receive our newsletter or promotional information;
ask for customer service, support, or other assistance;
interact with us in any other way, online or offline, including through our Services;
upload documents or input data into our AI-powered accounting tools; or
connect your account to third-party accounting software, banks, or payroll systems to import client data.
We may also collect personal information from other sources (such as from third party service providers) to, among other things, enable us to complete, verify, or update personal information contained in our records and to better customize the Services we provide.
If you upload, input, or otherwise provide us with personal information about another individual (such as a client, employee, or other third party), you confirm that you have obtained all necessary consents and authorizations required under applicable law to share that information with us and to permit us to use it in accordance with this Privacy Policy.
Web Beacons & Cookies
Like many websites and apps, we use web beacons and “cookies”, which are small text or image files that are stored on your computer or equipment when you visit certain online pages that record your preferences and actions, including how you use a website. We use this information for analytics purposes, which allows us to improve your experience. The information we collect through these technologies will also be used to manage your session. Out of these, the files that are categorized as "necessary" are stored on your browser as they are essential for the working of basic functionalities of the website. Disabling these necessary files may result in a website or app not functioning properly.
We may use the following types of cookies:
Necessary Cookies, which are necessary for you to browse our Services and use their features, such as accessing secure areas;
Preferences Cookies, which collect information about how you have used our Services in the past and allow the Services to remember the choices you have made;
Statistics Cookies, which collect information about how you use the Services, such as which pages you visit most often, the time you spend on our Services, and any issues encountered (all information collected is aggregated and does not identify you); and
Marketing Cookies, which track your online activity to help deliver relevant advertisements.
You can set your browser or device to refuse beacons or cookies or to indicate when they are being sent. If you delete them, opt out, or set your browser or device to decline these technologies, some Services may not function properly. The Services do not currently change the way they operate upon detection of a Do Not Track or similar signal.
Online Analytics
We also use various types of online analytics including Google Analytics, a web analytics service provided by Google, Inc. (“Google”), on our Website. Google Analytics uses cookies or other tracking technologies to help us analyze how users interact with and use the website, compile reports on the related activities, and provide other services related to website and app activity and usage. The technologies used by Google may collect information such as your IP address, time of visit, whether you are a return visitor, and any referring website or app. The information generated by Google Analytics will be transmitted to and stored by Google and will be subject to Google’s privacy policies. To learn more about Google’s partner services and to learn how to opt-out of tracking of analytics by Google click here.
Social Media Integration
The Services may, from time to time, contain links to and from social media platforms. You may choose to connect to us through a social media platform, such as Facebook, Instagram, LinkedIn or X, and when you do, we may collect additional information from you, including the information listed in the Types of Personal Information We Collect section above. Please be advised that social media platforms may also collect information from you. When you click on a social plug-in, such as X’s “Tweet” button, that particular social network’s plugin will be activated and your browser will directly connect to that provider’s servers. We encourage you to review the social media platforms’ usage and disclosure policies and practices, including the data security practices, before using them.
HOW WE USE PERSONAL INFORMATION
We may use personal information to:
communicate with you, either directly or through one of our partners, including for marketing and promotional purposes;
provide you with the Services and a license for the Services;
facilitate your interactions and transactions with us, including transactions and payments, such as requests for support or additional Services;
administer our relationship with you, including creating and managing your account;
respond to your requests, communications, suggestions, comments, and inquiries, including your feedback about the Services;
resolve service disputes and troubleshoot problems;
analyze usage of our Services, and analyze and measure performance, maintenance, and operations (such as our customer care interactions with you);
develop new products and services, build products and features, and improve our content and product offerings;
conduct surveys and research to better understand the preferences of our customers like you;
customise your experience, the content, layout, and services;
deliver information to you that, in some cases, is relevant to your interests;
provide you with, and improve, relevant marketing offers or information from us or third parties, and advise of pricing and Service updates;
provide you with promotional items;
develop and manage relationships with our business partners;
ensure our systems are secure and detect and protect us against error, fraud and other criminal activity;
respond to legally binding demands from law enforcement, regulatory authorities or other third parties;
defend, protect, or enforce our rights or applicable Terms;
to prevent fraud or the recurrence of fraud;
assist in the event of an emergency;
provide you with system or administrative messages; and
comply with applicable law; and/or as otherwise described to you at the time of collection.
We may aggregate and anonymize your data and use and disclose it for a variety of purposes, including analytics. We may also use aggregated data of Firms and Users to improve our algorithms, measure service usage, publish summaries, and develop new features. Furthermore, we may need to occasionally review raw data and the results for system maintenance. If this review is necessary, we will only see the unique identifier number with the data.
Automated Decision-Making. If we use your personal information to render a decision based exclusively on automated processing, we will inform you no later than at the time we inform you of the decision. Upon your request, we will disclose: (1) the personal information used to render the decision; (2) the reasons and principal factors and parameters that led to the decision; and (3) your right to have the personal information used to render the decision corrected. You will be given the opportunity to submit observations to a member of our personnel who is in a position to review the decision.
HOW WE SHARE PERSONAL INFORMATION
We may share your personal information with our affiliates and service providers for the purposes listed in this Privacy Policy.
We may share your personal information with our service providers for the purpose of processing payments, marketing, off-premise data hosting, communication services, account hosting and Information collecting and analysis services. We have agreements in place with those service providers to ensure they only use your personal information as needed to provide services to us.
Some of our service providers may be outside of Canada or Quebec. In that case, personal information will be subject to the laws of their jurisdiction, which may differ from the those in Canada and Quebec. In that event, and subject to the laws in place in those jurisdictions, we ensure that protections are in place to maintain equivalent data protection standards.
We may also disclose your personal information to protect the rights, property and interests of Countable including intellectual property rights, to manage, defend or settle any actual or potential loss, and as otherwise allowed or required by law, such as to respond to court orders and subpoenas, prevent fraud, and investigate suspicious activity.
We may disclose your personal information in connection with a merger, consolidation, amalgamation, asset sale, or other similar transaction.
HOW WE PROTECT PERSONAL INFORMATION
We strive to protect your personal information by putting in place a range of technical and organizational measures to safeguard and secure that information.
We try our best to safeguard personal information once we receive it, but please understand that no transmission of data over the Internet or any other public network can be guaranteed to be 100% secure. If you suspect an unauthorized use or security breach of your information, please contact us as soon as possible.
DATA RETENTION
We only keep personal information for the time needed to fulfill the purposes described in this Privacy Policy, or as necessary to comply with legal or regulatory requirements, including to collect any fees owed, resolve disputes, troubleshoot problems, analyze usage of the Services, assist with any investigations, prevent fraud, enforce our Terms of Service and take other actions as required or permitted by law
YOUR RIGHTS
You have the following rights in respect of your personal information:
Right to Access. You can request information about how we process your personal information and may request a copy of it.
Right to Correction. You can ask that we correct inaccurate or incomplete personal information.
Right to Withdraw Consent. You can ask that we correct inaccurate or incomplete personal information. We will inform you of the implications of withdrawing consent, which may include not being able to use the Services.
Right to Portability (for Quebec residents). If you are a resident of Quebec, you may also request that your personal information be transferred to you or another organization in a structured and commonly used technological format.
Right to erasure (for Quebec residents). If you are a resident of Quebec, under certain circumstances, you can ask that Countable delete your personal information.
Right to be forgotten (for Quebec residents). If you are a resident of Quebec, under certain circumstances, you can ask that Countable stop sharing your personal information or remove links to your personal information.
To exercise any of your rights, please contact us at info@countable.co. We may take steps to verify your identity before responding to your request.
Email Communications
If you provide us with your email address in order to receive marketing communications, you can opt-out of marketing emails at any time by following the instructions at the bottom of our emails and adjusting your email preferences. Please note that certain emails may be necessary for the operation of our Services. You will continue to receive these emails, if appropriate, even if you unsubscribe from our optional marketing communications.
THIRD PARTY WEBSITES AND APPS
The Services may contain links to other websites or apps operated by third parties. Please be advised that the practices described in this Privacy Policy do not apply to information gathered through these third-party websites and apps. We have no control over, and are not responsible for, the actions and privacy policies of third parties and other websites and apps.
CONTACT US
If you have questions, concerns, or would like to access/update/change your personal information, you can contact us in the following ways:
Email:
For your protection, we may need to verify your identity before assisting with your request, such as verifying that the information used to contact us matches the information that we have on file.
Welcome to Countable! This Privacy Policy describes how Countable Inc. (“Countable,” “we”, “us”, “our”) collects, uses, stores, and shares your information when: (1) you access and use our website located at www.countable.co or other websites and/or applications owned and operated by us (“Sites”); (2) you engage with our Countable Platform as a service (“Platform”); (3) you communicate with us in any manner (“Communications”); and (4) when we interact with certain third parties, such as our service providers (“Third Parties”). The Sites and Platform are collectively referred to as our “Services.”
This Privacy Policy applies wherever it is posted.
Acknowledgment
BY ACCESSING AND/OR USING OUR SERVICES OR COMMUNICATING WITH US IN ANY MANNER, YOU REPRESENT THAT YOU HAVE READ AND UNDERSTAND THIS PRIVACY POLICY.
What Type Of Information Do We Collect?
We collect your information when you interact with our Services, you Communicate with us, and when we engage with Third Parties.
(i) Information Provided By You
We collect the following information directly from you when you interact with our Services or Communicate with us:
(ii) Information Collected Automatically
When you engage with our Services or Communicate with us via e-mail, we may collect information automatically about your device hardware and software, including but not limited to your IP address, browser type, domain name, access times, geographic location, referring website address and other technical information. For more information about how we collect this information through the use of cookies and related technologies, see Cookies & Related Technologies below.
(iii) Information Collected From Third Parties
We use a variety of Third Parties to provide you with the Services. From time to time, we may collect information about you from those Third Parties, including for fraud protection purposes, authentication and verification, and other related business and commercial purposes.
How Do We Use Your Information?
We may use the information we collect from and about you to:
How Do We Share Your Information?
Depending on the circumstances, we may share your information in the following circumstances:
(i) With Your Consent.
We may disclose, share, or make available your information with your consent, which may be obtained in writing, online, through “click-through” agreements, when you accept our terms for our Sites, orally (including over the telephone), or by other means.
(ii) With Service Providers & Business Partners.
We may disclose, share, or make available your information with our third-party service providers, business partners, and other third parties, such as credit / debit card processing partners, partners that facilitate billing, shipping, and customer service, third-party auditors and law firms, marketing and advertising networks (including those that provide ad measurement services), internet service providers, data analytics providers, companies that help debug and identify and repair errors that may impair the functionality of our Sites, and third parties that help protect against malicious, deceptive, fraudulent, or illegal activity.
(iii) In A Business Transfer.
We may disclose, share, or make available your information as part of a business transaction, such as a merger or acquisition, joint venture, corporate reorganization, financing, or sale of company assets, or in the unlikely event of insolvency, bankruptcy, or receivership, in which such information could be transferred to third parties as a business asset in the transaction.
(iv) For Legal Process & Protection.
We may disclose, share, or make available your information to satisfy any law, regulation, legal process, governmental request, or where we have a good faith belief that access, use, preservation or disclosure of such information is reasonably necessary to: (1) enforce or apply agreements, or initiate, render, or bill for use of the Sites; (2) protect our rights or interests, property or safety or that of others; (3) in connection with claims, disputes, or litigation – in court or elsewhere; (4) protect users of our Services and other carriers, providers, or partners from fraudulent, abusive, unlawful, or otherwise improper use of our Sites; (5) facilitate or verify the appropriate calculation of taxes, fees, or other obligations due to a local, state, or federal government.
Cookies & Related Technology
From time to time, our Sites may use cookies, beacons, pixel tags, scripts, and other similar technologies. We use these technologies to support the functionality of our Sites, perform analytics, advertise our Sites and Products, determine how users interact with our Sites, and for other related purposes. Below is an overview of these technologies. To learn more about your choices with regard to these technologies, see Your Choices below.
(i) What Are Cookies?
A cookie is a small file containing a string of characters that is sent to your computer or device when you visit a website or use an online service. The cookie then communicates with servers, ours (e.g., first-party cookies) or those of another third-party (e.g., third-party cookies) that we have authorized to place on our Sites. When you visit our Sites again, the cookie allows us to recognize your browser or device. Cookies may store unique identifiers, user preferences, and other information.
(ii) How Long Do Cookies Last?
We may use “session cookies” or “persistent cookies.” Session cookies are temporary and expire once you close your browser or once your session ends. Persistent cookies remain on your device for much longer or until you or your browser erase them. Persistent cookies have varying durations that are dependent on their expiration date. For more information about what cookies are being set, and their duration, you may visit our Cookie Manager Tool.
(iii) What Types Of Cookies Do We Use?
(iv) Beacons
Our Sites, and some of our e-mail communications, may from time to time contain small electronic files known as beacons (also known as web beacons, clear GIFs, pixel tags, single-pixel GIFS) that permit us, for example, to count users who have visited those pages or opened an email communication, and for other related statistical analysis. Beacons in email marketing campaigns allow us to track your responses and your interests in our content, offerings, and Sites. You may use the tools in your device to disable these technologies as well.
Links To Third Party Sites
Our Services, from time to time, may contain links to third-party websites and services. Please note that these links are provided for your convenience and information, and may operate independently from us and have their own privacy policies and/or notices. You are strongly encouraged to review such policies or notices. We do not endorse or make any representations or warranties concerning, and will not in any way be liable for, any informational content, products, services, software, or other materials available on other websites, even if one or more pages of the other websites are framed within, or linked to, a page of our Services.
Do Not Track
Our Sites do not currently change the way they operate based upon detection of a “Do Not Track” or similar signal.
How Do We Store & Protect Your Information
Although no system or website can guarantee the complete security of your information, we take all commercially reasonable steps to ensure your information is protected in accordance with all applicable laws and regulations, as appropriate to the sensitivity of your information.
How Long Do We Keep Your Information?
We keep your information for as long as necessary in accordance with the purposes for which it was collected, our business needs, and our legal and regulatory obligations. If we dispose of your information, we will do so in a way that is commercially reasonable taking into account the sensitivity of the information.
Your Choices
We provide you with the ability to exercise certain controls and choices about how we collect, use, share, and store your information. Please note, for some of these rights (such as the Right to Access and Right to Delete), we may take steps to verify your identity by matching the information you provide with your request with the information we have on file about you. Depending on the sensitivity of the information at issue, we may utilize more stringent verification methods, including but not limited to requiring you to sign a declaration under penalty of perjury.
To submit any of the requests below, or have a request submitted by your representative, please submit your request to info@countable.co.
Contact
contact@countable.co
THIS SERVICE LEVEL AGREEMENT (“Schedule”) forms a part of the Countable SaaS Terms and Conditions between Countable Inc. and the Firm, as amended from time to time (the “Terms”). Capitalized terms used in this Schedule but not defined in this Schedule are used as defined in the License.
1. SUPPORT
1.1 Support Obligations. The Provider will provide support relating to the Software and Services to the Firm and Users in accordance with this Schedule (each request for support, a “Request”).
1.2 Support Tickets. The Firm and Users may submit support requests through the Provider’s online helpdesk ticketing system.
1.3 Support Hours. Subject to the response timetable below, support will be available between the hours of 9 am EST and 5 pm EST on each Business Day (each such hour is hereafter referred to as a “Business Hour”).
1.4 Training. Provider will provide a reasonable amount of training to the Firm personnel.
2. SUPPORT ISSUE SEVERITY LEVELS, RESPONSE TIMES, ISSUE RESOLUTION, AND ESCALATION
2.1 Issue Response. Provider will respond to Requests in accordance with the table below. The Severity Level will be determined by Provider in its reasonable discretion.
Critical: Causes a severe impact to the Firm’s ability to use the software (e.g. software is inaccessible). No immediately available work around. Provider will make all commercially reasonable efforts, taking into consideration the critical nature of the issue, to resolve the problem or provide a workaround while keeping the Firm or affected Users who submitted the Request updated at least every business day until closure of the support incident. Critical issues will be assigned to the most senior developer available, who will work exclusively on resolving the critical issue during all business hours.
High: Causes a noncritical impact to the Firm’s ability to use the software operations (e.g. software is accessible but some critical data and/or features are unavailable). No immediately available work around.
Low: Causes the Firm to be unable to perform certain tasks or use non-critical features of the software.
2.2 Escalation. Support issues may be escalated by the Firm as follows.
(a) Severity Escalation: Firm may escalate the severity of a Request by notifying Provider’s support resources, if there are extenuating circumstances that cause or could cause the support issue to have an adverse impact on Firm’s business or its relationship with its Clients and Users. The request to escalate the severity of a support issue may be initiated by submitting or updating a ticket with the word “escalate” in the subject line.
(b) Managerial Escalation: The Firm may request managerial escalation of a Request by contacting Provider’s applicable contact persons. Issues may be escalated through subsequent levels of management as required until the support issue is resolved.