Greystone Accounting Ltd.
Terms of Service

These Terms of Service (“Terms”) govern your use of the website, services, and tools provided by Greystone Accounting (“we,” “our,” “us”). By accessing or using our services, you agree to be bound by these Terms. If you do not agree, you must not use our services.

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1. Services Provided

Greystone Accounting provides:

• Bookkeeping services

• Tax preparation and filing services

• Financial advisory and consulting services

• Secure client portals and document storage

• Related tools and resources for managing business finances

 

These services are intended only for businesses, charitable organizations, or not-for-profit organizations, and for individuals 18 years or older.

 

2. Eligibility

By using our services, you represent and warrant that:

• You are at least 18 years old

• You are using our services for legitimate business purposes

• You have authority to provide the information you submit (for example, on behalf of your company or clients)

 

3. Account Registration

To use certain services, you may need to create an account. You agree to:

• Provide accurate, current, and complete information

• Maintain the security and confidentiality of your login credentials

• Notify us immediately if you suspect unauthorized access

 

You are responsible for all activity on your account.

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4. Client Responsibilities

You agree to:

• Provide accurate, complete, and up-to-date financial and business information

• Upload financial documents (receipts, invoices, bank statements) in a timely manner

• Comply with all applicable laws and regulations regarding financial reporting and tax filing

• Ensure that you have the right to share any personal information of employees, clients, or other individuals that you provide to us

 

5. Payment Terms

• Fees for services will be outlined in your engagement agreement or invoice.

• Payment is due according to the terms specified (e.g., upfront, monthly, or per project).

• Late payments may incur interest or suspension of services.

• All payments are in Canadian dollars unless otherwise specified.

 

6. Use of Services

• You may not use our services for illegal purposes or in violation of applicable laws.

• You may not attempt to disrupt, hack, or reverse engineer our services.

• We reserve the right to suspend or terminate access to services if Terms are violated.

 

7. Intellectual Property

• All content, software, and materials provided by Greystone Accounting are owned by us or our licensors.

• You may not copy, modify, distribute, or create derivative works without permission.

• Client-provided materials (e.g., financial documents) remain your property.

 

8. Confidentiality

• We treat all client information as confidential and only share it with authorized personnel or third-party providers as needed to deliver services.

• You agree to keep login credentials and any confidential information obtained through our services secure.

 

9. Data Protection & Privacy

• Our collection, use, and storage of personal information is governed by our Privacy Policy.

• By using our services, you consent to our collection and processing of personal information as described in the Privacy Policy.

 

10. Limitation of Liability

• To the maximum extent permitted by law, Greystone Accounting is not liable for any indirect, incidental, or consequential damages arising from your use of our services.

• We provide services based on information you supply; accuracy depends on the completeness and correctness of that information.

• We do not guarantee specific tax outcomes, refunds, or financial results.

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11. Indemnification

You agree to indemnify and hold harmless Greystone Accounting and its affiliates, employees, and contractors from any claims, damages, or expenses arising from:

• Your violation of these Terms

• Your use of the services

• Any inaccurate or incomplete information you provide

 

12. Termination

• Either party may terminate services according to the engagement agreement.

• We may suspend or terminate your access if Terms are violated.

• Upon termination, your access to our platform may be disabled, and fees due up to the termination date remain payable.

 

13. Dispute Resolution

• Any disputes will be governed by the laws of the Province of British Columbia and the federal laws of Canada.

• Parties agree to attempt to resolve disputes through negotiation or mediation before seeking legal action.

 

14. Amendments

• We reserve the right to modify these Terms at any time.

• Updated Terms will be posted on our website with a revised “Effective Date.”

• Continued use of our services constitutes acceptance of the updated Terms.

 

15. Third-Party Services

• Our services may include links to third-party tools or software (e.g., cloud storage, payment processors).

• We are not responsible for the privacy practices or terms of third-party services.

 

16. Communication & Marketing

• By using our services, you may opt in to receive marketing communications.

• You can unsubscribe at any time.

• All electronic communications comply with Canada’s Anti-Spam Legislation (CASL).

 

17. Contact Information

For questions about these Terms, contact:

 

Greystone Accounting
Email: info@greystoneaccounting.co