Terms of Service

1Agreement

These Terms are a contract between you and Assuria.ai(“Assuria”, “we”, “us”) governing your use of assuria.ai and related services (the “Service”). By creating an account or using the Service you accept these Terms. If you are accepting on behalf of a firm, you confirm you are authorised to bind that firm, and “you” means the firm.

Our Privacy Policy forms part of these Terms.

2What the Service does

Assuria is an AI research assistant for accounting and tax professionals. It searches material you provide and services you connect, and produces answers that cite the sources they came from. It can also draft documents such as memos and client emails for you to review.

3What the Service is not

Assuria does not provide accounting, tax, legal, audit or financial advice, and using it does not create a professional relationship of any kind.

You are a professional using a tool. Assuria does not exercise professional judgement, does not sign or file anything, and does not assume any part of your duties to your clients, to your licensing body, or to any tax authority. Every conclusion, position, disclosure and filing remains yours.

Where your professional standards require independent verification of source material, those standards continue to apply in full. Nothing in the Service reduces them.

4AI output — accuracy and your duty to verify

The Service uses large language models. Their output can be incomplete, out of date, or confidently wrong. It can also misread a source, or cite a source that does not in fact support the statement made.

You must independently verify every answer against its cited sources before relying on it, advising a client, or making a filing.

Tax law changes, and our library may not yet reflect the most recent authority. Where an answer names the version of a source it relied on, check that it is still current. We make no warranty that the Service is complete, accurate or current, and we do not warrant that it will identify every relevant authority.

5Accounts

You must provide accurate registration details, keep your credentials secure, and are responsible for everything done under your account. Accounts are for named individuals — do not share logins. Tell us promptly at support@assuria.ai if you believe your account has been compromised. You must be 18 or older and legally able to enter a contract.

6Your data

You own your data. Documents you upload, records you create, and data we access from services you connect remain yours. We claim no ownership over them.

You grant us a limited licence to host, process and transmit that data solely to operate the Service for you, and for no other purpose. In particular, and as stated in our Privacy Policy: we do not use your data or your clients’ data to train any AI model.

Where your data includes information about your clients, you are the controller of that information and we act as your processor, handling it only on your instructions.

You are responsible for keeping your own records. The Service is not a system of record and not a backup service — do not rely on it as the only copy of anything.

7Connecting third-party services

You may connect accounts such as Google Workspace, Microsoft 365 or QuickBooks. Connections are optional and you may disconnect at any time.

Before connecting any account, you confirm that you have the authority to do so and that doing so is permitted by your obligations to your clients and your firm.

This matters: a mailbox or document store belonging to your firm may contain information your clients entrusted to you in confidence. Deciding whether connecting it is appropriate — and obtaining any consent your professional or legal obligations require — is your responsibility, not ours. We cannot assess it on your behalf.

Your use of a third-party service remains governed by your agreement with that provider. We are not responsible for their availability, or for changes they make that affect the Service.

8Acceptable use

You must not:

• Use the Service unlawfully, or to process data you have no right to process.
• Attempt to access another customer’s data, probe or breach our security, or circumvent usage limits.
• Reverse engineer the Service, or use it to build a competing product.
• Resell or provide the Service to third parties without our written agreement.
• Upload malware, or content that infringes someone else’s rights.
• Use automated means to extract our content or the underlying library at scale, or otherwise place unreasonable load on the Service.

We may suspend access without notice where we reasonably believe there is a security risk, unlawful activity, or a serious breach of these Terms.

9Subscriptions and payment

Paid plans are billed in advance on a recurring basis and renew automatically until cancelled. Fees are stated at the point of purchase and exclude taxes, which you are responsible for.

You may cancel at any time from your account settings; cancellation takes effect at the end of the current billing period, and you keep access until then. Fees already paid are not refundable except where required by law.

Plans may include usage limits. We will give reasonable notice before changing prices, and any change applies from your next billing period. If payment fails we may suspend access after notifying you.

10Intellectual property

We own the Service — its software, design, and the compiled reference library — and all rights in it. These Terms grant you a limited, non-exclusive, non-transferable right to use the Service during your subscription, and nothing more.

Output generated for you is yours to use in your professional work, subject to these Terms. Note that AI output is not necessarily unique: identical or similar output may be generated for other customers, and we make no claim that output is protectable by copyright.

If you send us feedback or suggestions, we may use them freely without obligation to you.

11Confidentiality and availability

We will not disclose your confidential information except as described in our Privacy Policy or as required by law.

We aim to keep the Service available and reliable, but we do not guarantee uninterrupted access. The Service may be unavailable for maintenance, or because of failures in systems we depend on. We do not offer a contractual uptime commitment unless separately agreed in writing.

12Disclaimers and limitation of liability

To the fullest extent permitted by law, the Service is provided “as is” and we disclaim all implied warranties, including merchantability, fitness for a particular purpose, and non-infringement.

We are not liable for any penalty, interest, additional tax, professional sanction, reputational harm or claim arising from a position you took, an filing you made, or advice you gave, whether or not you used the Service in reaching it.

Neither party is liable for indirect, incidental, special, consequential or punitive damages, or for lost profits, revenue, data or goodwill.

Our total aggregate liability arising out of or relating to the Service is limited to the fees you paid us in the twelve months immediately before the event giving rise to the claim.

Nothing in these Terms excludes liability that cannot lawfully be excluded, including for fraud, or for death or personal injury caused by negligence. Some jurisdictions do not allow certain exclusions, so parts of this section may not apply to you.

13Indemnity

You will indemnify us against claims, losses and reasonable costs arising from your breach of these Terms, your unlawful use of the Service, your processing of data you had no right to process, or a claim by one of your clients relating to advice you gave or a filing you made.

14Term, termination and your data on exit

These Terms apply while you use the Service. You may stop at any time. We may terminate or suspend your account for material breach of these Terms, non-payment after notice, or where required by law.

You can export your data at any time while your account is active — do so before you close it. After termination we delete your content in accordance with our Privacy Policy, other than what we must retain for legal or accounting obligations. Sections 6, 10, 12, 13 and 16 survive termination.

15Changes to the Service and these Terms

We may change the Service as it develops. We will not make a change that materially reduces core functionality you are paying for without notifying you first.

If we make a material change to these Terms we will update the date above and notify account holders by email at least 14 days before it takes effect. Continuing to use the Service after that means you accept the revised Terms. If you do not, you may cancel.

16Governing law and disputes

These Terms are governed by the laws of Washington, DC, and the courts of Washington, DC have exclusive jurisdiction over any dispute.

Before starting formal proceedings, please contact us at support@assuria.ai — most issues are resolved faster that way.

17General

These Terms, with the Privacy Policy, are the entire agreement between us on this subject. If a provision is unenforceable, the rest continues to apply. Our failure to enforce a right is not a waiver of it. You may not assign these Terms without our consent; we may assign them in connection with a merger, acquisition or sale of assets. There are no third-party beneficiaries.

18Contact

support@assuria.ai

Assuria.ai
3257 Pennsylvania Ave NW Suite 1135
Washington, DC 20006