The agreement between TaxJet AI and the firm whose work it prepares. It is short on purpose: the firm reviews and approves everything, and nothing is filed by us.
Last updated 21 September 2026. Sample wording written for this product design — have counsel review it before it stands as your firm’s agreement.
TaxJet AI reads the records your firm gives it and prepares year-end files, T2 and T1 returns, bookkeeping and draft CRA correspondence from them. It stops at “ready for review”.
TaxJet AI never files or submits. Approved work transfers to your firm’s own software — CaseWare, Taxprep, Cantax — and that software files.
Every figure TaxJet AI prepares links to the document it was read from, so it can be checked. Checking it is the firm’s work, not ours.
TaxJet AI can make mistakes. It does not provide tax, accounting or legal advice, and nothing it prepares is a substitute for the professional judgement of the accountant who signs the file.
A firm has one workspace. Partners can invite people, set what each of them may see, suspend access and transfer ownership; those controls live in Settings → Team.
Keep sign-in credentials to the person they were issued to. Tell us promptly if you think an account has been used by someone else.
Your clients’ records stay yours. You give us permission to process them only so far as running the service requires, and you confirm you are allowed to hand them to a processor on your clients’ behalf.
We do not sell them, and we do not use one firm’s records to prepare another firm’s work.
A new firm starts on a 30-day trial. After that the subscription renews monthly until it is cancelled in Settings → Billing, and cancelling takes effect at the end of the period already paid for.
Payments are processed by Stripe. TaxJet AI never sees or stores your full card number.
Do not attempt to reach another firm’s workspace, work around access limits, or feed the service records you have no right to hold.
We improve the service continuously, and screens and wording will change. Where a change materially affects how your firm works, we will say so before it lands rather than after.
We aim to keep the service available, but we do not promise it will be uninterrupted.
You can cancel at any time. Before the workspace closes you can export your data from Settings → Firm, and deleting the firm removes its records on the schedule set out in the Privacy Policy.
We may end the agreement where these terms are broken, after telling you why.
Nothing here limits liability that cannot be limited by law. Beyond that, our liability is limited to the fees your firm paid in the twelve months before the claim.
For firms on the Canada workspace, these terms are governed by the laws of the province in which the firm is registered and the federal laws of Canada that apply there.
Questions about this document? Write to [email protected].