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Terms of Service

The terms that govern the use of the TaxJet AI website and service by accounting firms and their team members.

Last updated September 19, 2026

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Agreement

By using the service you accept these terms on behalf of your firm. If your firm has a signed agreement with TaxJet AI, that agreement applies wherever it differs from these terms.

The service

TaxJet AI is an AI workspace for Canadian accounting firms. It prepares, analyzes and organizes work such as year-end files, corporate and personal tax return data, financial statements, bookkeeping, CRA response packages, research and client scenario analysis.

We may add, change or remove features as the service develops.

Professional responsibility

TaxJet AI is a tool for accounting professionals. It is not an accounting firm, and it does not provide accounting, tax or legal advice.
You review and approve all work prepared by the service before it is relied on, finalized, posted, filed or submitted.
AI output can be incomplete or wrong, including research answers and the references attached to them. Read the cited sources and apply your professional judgment.
You remain responsible for your professional obligations, including those set by your provincial CPA body, and for your engagements with your clients.

Accounts and access

Keep your sign-in details secure. Your firm decides which team members have access and what they can do. Tell us promptly if you believe an account has been used without permission.

Client information

Your firm keeps all rights to the information it adds to the service. You confirm that your firm has the authority, and any consent required, to use its clients’ information with the service.

We use that information only to provide the service, as described in the Privacy Policy. We do not use it to train AI models.

Acceptable use

Do not use the service for anything unlawful.
Do not try to break, probe or bypass its security.
Do not copy, reverse engineer or resell the service without our written agreement.

Third-party software

CaseWare, Taxprep, Cantax and other software that the service works with are provided by third parties under their own terms. We are not responsible for those products. Their names are trademarks of their respective owners.

Fees

Fees, billing periods and applicable taxes are set out in your order or subscription.

Our intellectual property

TaxJet AI and its licensors own the service. You receive a limited, non-exclusive right to use it for your firm’s work while your subscription is active. If you send us feedback, we may use it to improve the service.

Availability and changes

We work to keep the service available, but we do not promise that it will be uninterrupted or error free. We give notice of changes that materially affect how you use it.

Disclaimers and liability

To the extent the law allows, the service is provided as is, without warranties of any kind.

To the extent the law allows, TaxJet AI is not liable for indirect or consequential losses, and its total liability is limited as set out in your agreement.

Ending the agreement

Either party may end the agreement as set out in your order. When it ends, you may ask us to delete your firm’s information, as described in the Privacy Policy.

Governing law

These terms are governed by the laws of the province named in your agreement and the federal laws of Canada that apply there.

Changes and contact

We post changes to these terms on this page and change the date at the top. Questions can be sent through the Book a demo form, or to the contact named in your agreement.

Questions about this document?

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Professional Use & AI Disclaimer

TaxJet is an AI-powered platform designed to assist accounting professionals. It is not an accounting firm, law firm, or substitute for qualified professional advice. Use of TaxJet does not create an accountant–client, adviser–client, or solicitor-client relationship. AI-generated outputs may be inaccurate, incomplete, outdated, or include incorrect citations. TaxJet does not guarantee the accuracy, completeness, or suitability of any output for a particular client, jurisdiction, or purpose. All outputs must be independently verified against original sources, client records, and applicable laws and professional standards before being relied upon, shared with clients, or used in a filing. Users retain responsibility for professional judgment, client advice, calculations, submissions, deadlines, and compliance obligations. TaxJet does not guarantee tax savings, regulatory compliance, or acceptance by any tax authority. Use is subject to our Terms of Service and Privacy Policy.

CaseWare, Taxprep, Cantax and CCH iFirm are trademarks of their respective owners.

The AI workspace for Canadian accounting firms.

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