Your trusted advisor in taxation and business consulting
Welcome to our platform, where we strive to provide you with exceptional services that cater to your needs. Our company is built on the foundation of CountingWorks, Inc., a technology platform that enables us to offer our services securely. We are committed to delivering top-notch services while adhering to strict privacy policies. By using our platform, you agree to our terms of service and privacy policy.
Your Stuff & Your Permissions
Our platform values your data and respects your privacy. When you use our services, you entrust us with your files, content, messages, contacts, and other essential information. We refer to this data as "Your Stuff." We believe that Your Stuff belongs to you, and these terms do not grant us any rights to Your Stuff except for the limited rights required to provide you with our services.
To offer you our services, we need your permission to host, backup, and share Your Stuff when necessary. Our platform provides various features such as eSign, file sharing, email newsletters, appointment setting, and more. These features may need our systems to access, store, and scan Your Stuff. By using our platform, you grant us the permission to perform these actions, and this permission extends to our affiliates and trusted third parties.
Sharing Your Stuff
Our platform offers you the ability to share Your Stuff with others. Therefore, we urge you to think carefully about what you share. Our services are built to facilitate sharing, but we advise you to exercise caution when disseminating sensitive information.
Your Responsibilities
By using our platform, you are responsible for your conduct and Your Stuff. Both you and Your Stuff must comply with applicable laws. You are responsible for ensuring that you have the necessary rights to upload, download, copy, or share content when using our platform. While we may review your conduct and content for compliance with these terms, we have no obligation to do so. We are not responsible for the content that people post and share via our platform. We encourage you to safeguard your password and keep your account information current. Please do not share your account credentials or give others access to your account.
Acceptable Use of Our Services
To use our platform, you must comply with these terms, including export control laws and regulations. You must be at least 13 years old, and if you reside in France, Germany, or the Netherlands, you must be at least 16 years old. Please check your local laws for the age of digital consent. If you do not meet these age requirements, you may not use our platform.
Software
Some of our services allow you to download client software ("Software") that updates automatically. By using our platform, you agree to our limited, non-exclusive, non-transferable, revocable license to use the Software solely to access our platform. Any component of the Software that may be offered under an open-source license is made available to you, and the provisions of that license may expressly override some of these terms. Unless prohibited by law, you agree not to reverse engineer or decompile the Software, attempt to do so, or assist anyone in doing so.
Beta Services
Occasionally, we release products and features that are still in the testing phase, which we refer to as "Beta Services." These services may have bugs or other issues that could harm your data. Therefore, we encourage you to use caution when using Beta Services and to provide us with feedback to help us improve the final product.

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