Terms of Service

Last Updated: January 17, 2025

1. Acceptance of Terms

By accessing or using Apiary Suite ("Service"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, you may not access or use the Service. These Terms apply to all users, including tax professionals, business owners, and their clients.

2. Description of Service

Apiary Suite provides a digital platform for financial record-keeping, expense tracking, document management, and collaboration between tax professionals and their clients. Our service includes mobile applications, web portals, AI-powered automation, and secure file storage.

3. Account Registration

3.1 Account Creation

To use Apiary Suite, you must:

  • Be at least 18 years of age
  • Provide accurate, complete, and current information
  • Maintain the security of your account credentials
  • Notify us immediately of any unauthorized access

3.2 Account Responsibility

You are responsible for all activities that occur under your account. You agree to notify us immediately of any unauthorized use of your account or any other breach of security.

4. Subscription and Payment

4.1 Pricing

  • Free Tier: Basic CRM features at no cost
  • Complete Platform: $100/month per firm (includes unlimited users, storage, and AI widget)
  • Client Modules: $15/month per active client

4.2 Billing

Subscriptions are billed monthly in advance. By providing payment information, you authorize us to charge the applicable fees. You are responsible for all taxes and currency conversion fees.

4.3 Free Trial

We offer a 30-day free trial for paid tiers. You will not be charged during the trial period. At the end of the trial, your subscription will automatically begin unless you cancel.

4.4 Cancellation and Refunds

You may cancel your subscription at any time. Cancellation takes effect at the end of the current billing period. We do not provide refunds for partial months, except as required by law.

5. User Conduct

You agree NOT to:

  • Use the Service for any illegal or unauthorized purpose
  • Violate any laws in your jurisdiction
  • Upload malicious code, viruses, or harmful software
  • Attempt to gain unauthorized access to our systems
  • Interfere with or disrupt the Service
  • Impersonate any person or entity
  • Collect or harvest information about other users
  • Use automated systems (bots, scrapers) without permission
  • Resell or redistribute the Service without authorization

6. Data Ownership and License

6.1 Your Data

You retain all rights to the content and data you upload to Apiary Suite ("Your Data"). You grant us a limited license to use, store, and process Your Data solely to provide the Service.

6.2 Our Platform

Apiary Suite and all related intellectual property (software, designs, trademarks, content) are owned by us and protected by copyright, trademark, and other laws.

7. Data Security and Privacy

We implement industry-standard security measures to protect your data, including encryption, access controls, and regular security audits. Our handling of personal information is governed by our Privacy Policy. We are HIPAA-compliant for medical expense data and maintain SOC 2 Type II certification.

8. Service Availability

We strive to provide reliable service but do not guarantee:

  • Uninterrupted or error-free operation
  • That all features will work perfectly at all times
  • Compatibility with all devices or browsers

We may perform scheduled maintenance and updates. We will provide advance notice when possible, but may need to perform emergency maintenance without notice.

9. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, APIARY SUITE SHALL NOT BE LIABLE FOR:

  • Any indirect, incidental, special, consequential, or punitive damages
  • Loss of profits, revenue, data, or business opportunities
  • Tax penalties or interest resulting from errors or omissions
  • Decisions made based on data provided by the Service

Our total liability to you for any claim arising from your use of the Service shall not exceed the amount you paid us in the 12 months preceding the claim.

10. Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED. WE DISCLAIM ALL WARRANTIES INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. APIARY SUITE IS NOT A TAX ADVISOR AND DOES NOT PROVIDE TAX, LEGAL, OR FINANCIAL ADVICE.

11. Professional Responsibility

For Tax Professionals: You are solely responsible for:

  • Verifying the accuracy of all data before filing tax returns
  • Compliance with professional standards and regulations
  • Tax advice and recommendations provided to clients
  • Maintaining appropriate professional liability insurance

12. Indemnification

You agree to indemnify and hold harmless Apiary Suite, its affiliates, and their respective officers, directors, employees, and agents from any claims, damages, losses, liabilities, and expenses (including legal fees) arising from your use of the Service or violation of these Terms.

13. Termination

We may suspend or terminate your access to the Service at any time for:

  • Violation of these Terms
  • Non-payment of fees
  • Fraudulent or illegal activity
  • At our discretion with 30 days' notice

Upon termination, you will lose access to the Service. You may request an export of Your Data within 30 days of termination. After 30 days, we may delete Your Data in accordance with our retention policies.

14. Modifications to Terms

We may modify these Terms at any time. We will notify you of material changes by email or through a notice on the Service. Your continued use of the Service after changes become effective constitutes acceptance of the modified Terms.

15. Dispute Resolution

15.1 Informal Resolution

Before filing a legal claim, you agree to attempt to resolve disputes informally by contacting us at legal@apiarysuite.com

15.2 Arbitration

Any disputes that cannot be resolved informally shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association. You waive the right to participate in class actions.

15.3 Governing Law

These Terms shall be governed by and construed in accordance with the laws of [Your State/Country], without regard to conflict of law principles.

16. Miscellaneous

Entire Agreement: These Terms constitute the entire agreement between you and Apiary Suite.

Severability: If any provision is found unenforceable, the remaining provisions remain in effect.

No Waiver: Our failure to enforce any right or provision does not constitute a waiver.

Assignment: You may not assign these Terms without our consent. We may assign these Terms at any time.

17. Contact Information

For questions about these Terms, contact us:

Email: legal@apiarysuite.com

Support: support@apiarysuite.com

Address: [Your Business Address]