Countable Inc. – Terms of Use

 

Last Updated: October 9, 2024

 

COUNTABLE
SOFTWARE AS A SERVICE (SAAS) TERMS AND CONDITIONS

 

 

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 6.1.

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 12.1.

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 Adinovis website made available www.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      Please refer to the privacy policy by clicking here (the “Privacy Policy”) for information on how we or our licensors collect, use and disclose your Personal Information. By using the Services and the Website, you agree to the use, collection and disclosure of personally identifiable information in accordance with the Privacy Policy.

 

 

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 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. 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 $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.

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 that (a) 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; (b) it 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; (c) it has the right to enter into this Agreement and to allow the Provider to perform the Services; (d) it has obtained all rights in the Firm Data necessary to permit compliance with its obligations under these Terms. 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 7.2.

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 and affiliates harmless from any loss, damage or liability 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; and/or
(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.

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.

 

 

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, (i) the Fees are based on the Services purchased and not actual usage, (ii) payment obligations are non-cancelable and Fees paid are non-refundable, (iii) a subscription type (pertaining to certain User quantities) cannot be decreased during the relevant subscription term; and (iv) 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:

(a) Regarding data processing by Third Party LLMs, the Firm understands, acknowledges, and agrees that:
(i) 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.
(ii) 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.
(iii) 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.

(b) Regarding the Provider’s internal data processing activities, the Firm understands, acknowledges, and agrees to the following:

(i) 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.

(ii) 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.

(iii) 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.

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 are also accepting 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

(A) 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. 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.

(B) 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.

(C) 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.

(D) 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 ARTICIFICAL 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 (i) indirect, special or consequential damages, (ii) compensation for loss of profits, anticipated revenue, savings or goodwill, or (iii) 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. The Provider, the Firm and Users agree that the limitations contained in this Section 10 are reasonable in scope and form an integral part of this Agreement.

 

 

12.     INDEMNIFICATION

 

12.1    Indemnity by Firm. The Firm agrees to defend, indemnify and hold the Provider, its directors, officers, employees, agents, contractors and affiliates, harmless from any loss, damage or liability, including all reasonable legal costs, 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; or (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.

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”); (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 Infringement Claim results from: (a) the Firm or any User’s breach of this Agreement; (b) combination of the Services with any product or service not provided or authoized in writing by Company (where such Infringement Claim would not have arisen but for such combination); (c) modification of the Services other than performed or authorized in writing by Company (where such Infringement Claim would not have arisen but for such modification); or (d) the Firm or any User’s use of any Output from the Services.

 

 

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.
(a) 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.
(b) 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.
(c) 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; and (d) impose limits on the Software or Website.

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 13.

 

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.
(a) 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”).(b) 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.(c) 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.(d) 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. 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, riots, fire, unavailability of communications or electrical power service provided by third parties, 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 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 (i) notify the other party immediately and in detail of the anticipated or actual commencement of and the cause of postponement; (ii) 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 (iii) 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 this Agreement, in its sole discretion.

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. You are responsible for checking the Agreement whenever you access or use the Services. By continuing to access or use the Services, 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    Questions. If you have any questions regarding these Terms or your use of the Services, please contact us here:

Countable Inc.

info@countable.co

 

 

 

 

 

 

 

 

 

 

Countable
Privacy Policy – Canada

Countable Inc. (“Countable”, “we”, “us”, “our” and terms of similar meaning) take your privacy rights very seriously. We are committed to transparently describing our privacy practices, including how we collect, use and disclose (a) your personal or personally identifiable information (“Information”); and (b) non-personal data we obtain from your activity on the Services (as defined below) (“Data”) as part of providing the Countable website (www.countable.co) (the “Site”) and the Countable Platform as a Service (the “Platform”) (collectively, the “Services”).

We collect, use, and disclose your Information in the ways described in this privacy notice (“Privacy Policy”). If you disagree with how we collect, use, and disclose your Information, please do not use our Services.

We also encourage you to read and understand our Terms and Conditions (“Terms”).

All capitalized terms that are not otherwise defined in this Privacy Policy obtain their meaning from the Terms.

1.     What Information Do We Collect?

(a)      General. Our primary purpose in collecting Information and Data from you voluntarily is to provide you with a secure, efficient and customized experience when using the Services. We will only ask for and collect Information and Data that we consider necessary to provide our Services.

(b)      Information and Data.

           (i)      When signing up for a Firm or User account, Firms and Users of the Services must provide the Information as requested or where indicated. Where possible, on these forms we indicate which fields are required and which fields are optional. Our primary purpose in collecting Data from you voluntarily is to provide a secure experience. When using the Services, we may collect, without limitation, Information including: your first and last name, company name, email, address, phone number, professional license number, status with CPA Canada, financial information, other information inputted by you. We may also collect Data generated from your use of the Services. We also collect any personal information that you provide to us via our chatbot.

           (ii)      As you use the Services, you can, or may be required, from time to time enter or send to us Information, which may include, without limitation, Information that you share on your account as a User or Firm.

(c)      Payment and Banking Information. 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 credit/debit card, payment method or banking information on our servers. If you modify which Administrator account provides payment for the Services, we will require that Information to be updated for your continued access to the Services.

(d)      Information and Data Collected Automatically.

           (i)      When you use the Services, Countable automatically receives and records Data from your device, including, but not limited to your GPS location, IP address, operating Data, device Data, other Platform IDs, cookies, the page you requested, the timing, frequency and pattern of your use of the Services. This usage data may be processed for the purposes of analyzing the use of the Site and the Platform. Unless otherwise stated in this Privacy Policy, Countable only uses this Data in aggregate form.

           (ii)      “Cookies” and similar technologies are small files we and our third-party service providers (e.g., advertising, marketing and analytics), may place on your computer and devices. These technologies are used to help us better provider our Services (for example, analyzing trends, administering the site, tracking users’ movements around the site and to gather demographic information about our user base as a whole.) We may receive reports based on the use of these technologies by these companies on an individual as well as aggregated basis.

  •       We use cookies to remember users’ settings, store login addresses, authenticate users, run website experiments, and store analytics data. You can control the use of cookies at the individual browser level (in your browser settings). If you reject cookies, you may still use our Services, but your ability to use some features or areas of our Site or Services may be limited or may not function properly.
  •       We partner with a third party to either display advertising on our Site or to manage our advertising on other sites. Our third party partner may use technologies such as cookies to gather information about your activities on this Site and other sites in order to provide you advertising based upon your browsing activities and interests. If you wish to not have this information used for the purpose of serving you interest-based ads, you may be able to set your preferences in your browser or your device. Please note this does not opt you out of being served ads. You will continue to receive generic ads.

2.     How We Use Your Information and Data

We may use your Information to determine your eligibility to register for a Firm or User account or to continue to have a Firm or User account on the Service. We may also use your Information and Data to provide to you the license for the Services; to provide you with the Services; communicate with you, either directly or through one of our partners, including for marketing and promotional purposes; to improve our marketing and promotional efforts; to advise of pricing and Service updates; facilitate transactions and payments (if and as applicable); resolve service disputes; troubleshoot problems; to analyze usage of our Services; to improve our content and product offerings; deliver information to you that, in some cases, is relevant to your interests; customize your experience, the content, layout and services; detect and protect us against error, fraud and other criminal activity; enforce our Terms; provide you with system or administrative messages; and/or as otherwise described to you at the time of collection. These uses improve the Services and better tailor it to meet your needs, so as to provide you with a secure, efficient and customized experience while using the Services.

3.     How We Share Your Information and Data

We may share your Information and Data with third parties only in the ways that are described in this Privacy Policy and in accordance with your consent. We will not share, sell or rent your Information or Data to third parties without your explicit consent.

(a)      To Whom do We Transfer Your Information and Data:

           (i)      Subsidiaries, Affiliates & Service Providers. We may use the services of subsidiaries, affiliates and third party service providers (collectively, “Third Parties”) in connection with our provision of the Services, including, without limitation, for the processing of payments, marketing, off-premise data hosting, communication services, account hosting and Information collecting and analysis services. We may disclose your Information and Data to the Third Parties in the course of our use of their services. We take care to use Third Parties that we believe are reputable and capable of performing the services we require of them, including, without limitation, the handling of confidential information and Information and Data and the compliance with all applicable laws. We use contracts and other measures to ensure these Third Parties have comparable data protection measures to our own, and we only authorize them to use your Information to provide their services to us, not for their own use.

           (ii)     Storing and Processing Your Information and Data Outside Canada. In some cases, Information and Data that we collect may be stored or processed outside of Canada. When that occurs, we continue to protect the Information and Data with appropriate safeguards and data export requirements, but it may be subject to the legal jurisdiction of those countries and governmental authorities in those countries.

(b)      How we disclose Information and Data

           (i)      Anonymized Aggregated Data. 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. We will not display or otherwise disclose information where a Firm or User can be identified. In addition, we do not display or otherwise disclose any Information. 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.

           (ii)     Laws and Jurisdictions. Notwithstanding anything to the contrary in this Privacy Policy, we may preserve or disclose your Information and Data if we believe that it is reasonably necessary to comply with a law, regulation or legal request; to protect the safety of any person; to address fraud, security or technical issues; or to protect our or any other person’s or entity’s rights or property; or as otherwise permitted or required by law. However, nothing in this Privacy Policy is intended to limit any legal defenses or objections that you may have to a third party’s, including a government’s, request to disclose your Information and Data.

           (iii)    Sale of Business. We may disclose Information and Data to the acquiror or its agents in the course of the sale of our business. If we do this, the disclosure will be subject to confidentiality arrangements customary in such transactions.

4.     Communication Preferences

You can always unsubscribe from our commercial and promotional emails, but we may still send you communications relating to your status as a Firm and your Users and your use of the Services in accordance with applicable anti-spam legislation.

5.     Information and Data Retention

(a)      General Retention Policy. We securely dispose of your Information after it has fulfilled its purpose, or when the purpose for which it was collected no longer exists.

(b)      Termination of User Account. If your Firm or User Accounts are terminated, we will deactivate them, but we may retain your Information and Data for a certain period of time for business and contractual reasons and disclose it in a manner consistent with our practices under this Privacy Policy.

6.     Your Information and Data Rights

In accordance with the applicable privacy laws, you may have the following rights with respect to your Information and Data:

(a)      Right of Access and Portability. You may ask for an overview or copy of your Information and/or Data to be provided to you; and/or transferred to another organization.

(b)      Right to Rectification. You may review your Information and delete and/or update it through your User Account or by contacting us, to ensure it is accurate and complete on the Services.

(c)      Right to Erasure and Restriction. You may ask us to remove and/or restrict our processing of your Information and/or Data in certain circumstances (e.g. if you believe we have processed your Information and/or Data unlawfully, if you believe that your Information and/or Data is no longer necessary for the purposes in which it was collected or processed, you withdraw your consent (as discussed below). Notwithstanding the foregoing, despite such request, subject to all applicable laws and the terms and conditions of this Privacy Policy, we may still retain your Information and Data for legitimate business interests, to collect any fees owed (if and as applicable), resolve disputes, troubleshoot problems, analyze usage of the Services, assist with any investigations, prevent fraud, enforce our Terms and/or take other actions as required or permitted by law.

(d)      Right to Withdraw Consent. Where we have asked for your consent to use and/or process your Information and Data, you can withdraw this consent at any time. We will do our best to accommodate your request, subject to applicable laws and the terms and conditions of this Privacy Policy.

Please contact us at info@countable.co if you would like to exercise any of the above rights.

7.     Security

We strive to protect your Information and Data by putting in place a range of technical and organizational measures to safeguard and secure the Information and Data we receive from you, including without limitation, security technologies. We are continuously utilizing security measures to protect your Information and Data from unauthorized access or against loss, misuse or alteration. Despite our efforts, we cannot guarantee the security of your Information and Data. Unauthorized entry or use, hardware or application failure and other factors, may compromise the security of your Information and Data at any time. We reserve the right, without any limitation, to investigate any suspected breaches of the Services’ security or information technology or other systems or networks.

8.     Changes to This Privacy Policy

Countable may amend this Privacy Policy from time to time. The use of Information and Data we collect is subject to the Privacy Policy in effect at the time the Information or Data is used. If we make any material changes in the way we use your Information or Data, we will notify you by (a) posting a notice on the Firm and User Account page of the Platform or elsewhere on the Services; or (b) e-mailing you at your e-mail address associated with your Firm, Administrator or User Account. Firms and Users of the Services are bound by any changes to the Privacy Policy when they use the Services after such changes have been first posted.

9.     Questions?

It is our goal to make our privacy practices easy to understand. If you have questions, concerns or if you would like more detailed information, please email our data controller at info@countable.co.

 

 

 

Countable
Privacy Policy – US

 

Last Updated: June 3 2022

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:

  •       Contact Information, such as your first and last name, company name, mailing address, firm information, email address, and telephone number.

  •       Professional Information, such as your professional license number, status with CPA Canada or other regulatory bodies, or other information requested concerning your professional background.

  •       Account Credentials, including your username, password, password hints, and information used for authentication and account access.

  •       Demographic Information, such as your age, gender, zip code, and country.

  •       Billing Information, such as your 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 Products. We do not store such payment information on our servers.

  •       Profile Information, such as your interests, preferences, purchasing history, favorites.

  •       Communications Content, such as 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, and recordings of telephone calls with customer service or our representatives.

(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:

  •       Improve our Services;

  •       Offer our Services to you;

  •       Deliver our Services;

  •       Personalize our Services;

  •       Facilitate transactions and payments;

  •       Resolve service disputes, or otherwise troubleshoot problems;

  •       Enforce our terms and policies;

  •       Provide you with information about our Services;

  •       Customer service;

  •       Security and to detect fraud and illegal activities;

  •       Research and analytical purposes;

  •       To fulfill your requests;

  •       To Communicate with you;

  •       To facilitate a business transaction, such as a merger, acquisition, asset sale, bankruptcy, or other related proceeding;

  •       Ad measurement purposes, delivery of ads, marketing, and other ways to personalize our Services for you;

  •       To comply with the law, enforce our policies, or respond to a legal request such as a subpoena;

  •       And for any other purpose described by us in any relevant notice.

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?

  •       Necessary Cookies. These cookies are necessary for you to browse the Sites and use their features, such as accessing secure areas of the Sites. Without these cookies, certain aspects of the Sites may not be available to you.

  •       Preferences Cookies. These cookies collect information about how you have used the Sites in the past and allow the Sites to remember the choices you have made. These cookies allow us to improve how the Sites work for you and tailor the Sites to your preferences.

  •       Statistics Cookies. These cookies collect information about how you use the Sites, such as which pages you most often visit on the Sites, the time you spend on the Sites, which links you click on, and any issues encountered. These cookies help us understand how visitors interact with the Sites. All information collected is aggregated and do not identify you.

  •       Marketing Cookies. These cookies track your online activity to help deliver advertisements that are relevant to you and your interests and measure the effectiveness of the advertising campaigns. They also limit how many times you see a certain advertisement. We may share the information collected through these cookies with others, such as advertisers.

(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 may, from time to time, collect information about your online activities, overtime time and across our Sites. Third parties may also collect information about your online activities, over time and across different internet websites, online or cloud computing services, online applications, or mobile applications. Some browsers support a “Do Not Track” feature, which is intended to be a signal to websites that you do not wish to be tracked across different websites you visit. 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.

  •       Right of Access. Depending on where you live, you may have a right to ask that we disclose to you the categories and in some cases specific information we have collected about you in the 12 months preceding the date of your request, or as otherwise required under applicable law, including information about from where we collected this information and how it has been shared.

  •       Right to Correct. Depending on where you live, you may have a right to correct the information we have about you, subject to certain restrictions recognized by law.

  •       Right to Delete. Depending on where you live, you may have the right to ask that we delete your information, subject to appropriate legal exceptions such as, but not limited to, if the information is necessary to complete a transaction with you, detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity, comply with the law, or to use internally for purposes aligned with your expectations.

  •       Right to Opt-Out of the Sale of Personal Information. If you are a resident of California, you have a right to opt-out of the sale of your personal information. Although we do not sell your personal information in the traditional sense, we do share some of your information, such as your IP address and other identifiers, with third-party advertising partners which may constitute a sale under California law. To exercise this right, you may send an e-mail to info@countable.com or visit Do Not Sell My Personal Information .

  •       Right to Change Preferences. If you no longer want to receive certain communications from us via email or text message, simply click the “unsubscribe” link in the email or reply STOP (or as otherwise instructed) to the message. Please note, you may not be able to unsubscribe from service-related correspondence from us, such as message relating to your account and use of our Sites.

  •       Right to Non-Discrimination. We will not discriminate against you in any way if you choose to exercise your rights under this section and applicable law.

  •       Changing Cookie / Related Technology Settings. To manage the cookies on our Sites, please see our Cookie Manager Tool. In addition, web browsers allow some control of most cookies through browser settings. To find out more about cookies, including how to manage and delete cookies through browser settings, visit www.allaboutcookies.org. Some web browsers provide settings that allow a user to reject cookies or to alert a user when a cookie is placed on the user’s computer, tablet or mobile device. Most mobile devices also offer settings to reject mobile device identifiers. Although users are not required to accept cookies or mobile device identifiers, blocking or rejecting them may prevent access to some features available through the Sites. In addition to adjusting your browser and device settings, as outlined above, you may also control how cookies and related technologies are set and used on your device by visiting the following sites:

Changes

We may change this Privacy Policy from time to time. Any and all changes to this Privacy Policy will be reflected on this page, and where appropriate provided in person or by another electronic method. Material changes to this Privacy Policy will be posted here, and may be provided via e-mail or another method, as appropriate under applicable law. The last updated date will be stated at the top of this Privacy Policy. You should regularly check this page for any changes to this Privacy Policy.

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.

 

SEVERITY LEVEL SEVERITY LEVEL RESPONSE COMMITMENT TIME TABLE
Initial Response On-going Communication on Problem Resolution

Critical

Causes a severe impact to the Firm’s ability to use the software (e.g. software is inaccessible)

No immediately available work around.

Four (4) Business Hours

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.

Four (4) Business Hours Provider will make all commercially reasonable efforts, taking into consideration the high severity 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 two (2) business days until closure of the support incident.

Low

Causes the Firm to be unable to perform certain tasks or use non-critical features of the software.

One (1) business day Provider will make reasonable efforts to resolve the problem or provide a workaround while keeping the Firm or affected Users who submitted the Request updated at least every three (3) business days until closure of the support incident.

 

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.