1. Overview of the Service
Clientake provides software designed to help tax and accounting firms collect client intake information and documents through structured questionnaires and secure document uploads.
The platform is intended for professional use by tax and accounting firms.
2. Account Registration
To use the platform, users may be required to create an account.
You agree to:
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Provide accurate information during registration
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Maintain the security of your account credentials
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Notify us of any unauthorized account access
You are responsible for activity that occurs under your account.
3. Use of the Platform
You agree to use Clientake only for lawful purposes and in accordance with these Terms.
You may not:
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Use the platform to violate any laws or regulations
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Attempt to gain unauthorized access to the system
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Interfere with the operation or security of the platform
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Upload malicious software or harmful content
4. Client Data
Tax firms using Clientake are responsible for the information they collect from their clients through the platform.
Clientake acts as a service provider that facilitates the collection and storage of that information.
Tax firms are responsible for:
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Obtaining consent from their clients to collect information
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Ensuring their use of the platform complies with applicable laws and professional obligations
5. Intellectual Property
The Clientake platform, including its design, software, and content, is owned by Clientake or its licensors and is protected by applicable intellectual property laws.
Users may not copy, modify, distribute, or reverse engineer any part of the platform without permission.
6. Service Availability
We strive to keep the platform available and functioning properly but do not guarantee uninterrupted service.
The platform may occasionally be unavailable due to maintenance, updates, or technical issues.
7. Limitation of Liability
To the maximum extent permitted by law, Clientake will not be liable for any indirect, incidental, or consequential damages arising from the use of the platform.
The platform is provided “as is” without warranties of any kind.
8. Termination
We reserve the right to suspend or terminate access to the platform if a user violates these Terms or uses the service in a way that could harm the platform or other users.
Users may stop using the platform at any time.
9. Changes to These Terms
We may update these Terms periodically. Continued use of the platform after changes are posted constitutes acceptance of the revised Terms.