Effective date: August 28, 2026
These Terms of Service (“Terms”) govern access to and use of the AX1 Pro bookkeeping platform (the “Service”), provided by AX1 Pro Inc. (“AX1 Pro,” “we,” “us,” or “our”). By creating an account, accepting an order, or using the Service, you agree to these Terms for yourself and the business or organization you represent (“Customer”). You represent that you have authority to bind the Customer.
AX1 Pro Inc. provides the software platform. AccountingX Inc. and AccountingX LLC are separate legal entities. Human bookkeeping, accounting, tax, advisory, or filing services require a separate engagement with the AccountingX entity identified in the engagement letter. That engagement letter governs the professional service and controls to the extent of a conflict concerning that service.
Automated processing. The Service extracts transactions from submitted financial records and generates proposed categorizations and estimated tax treatment using automated rules and artificial intelligence.
Dashboard. Authorized Users receive access to reports, analytics, transaction history, questions, and approval workflows. Unless a feature expressly permits editing, posting changes are performed by authorized bookkeeping personnel.
Human review. Uncertain or disputed items may be routed through Quick Questions or to authorized personnel for review. Customers may question proposed entries and request corrections.
Professional services. Optional calls and any bookkeeping, accounting, tax, advisory, or filing work are supplied only under the applicable separate engagement and may be billed separately.
Customer invoicing. If enabled, the Service may allow Customer to issue invoices and receive payments through Stripe. Funds settle to Customer’s connected account, and AX1 Pro does not take custody of Customer funds.
AX1 Pro may improve, maintain, or modify the Service. We will provide reasonable notice if a material change substantially reduces core paid functionality during a current subscription term, except where immediate action is needed for security, legal compliance, or third-party service changes.
AX1 Pro offers a 30-day free trial unless a different period is clearly displayed at signup. Payment information is not required to begin the standard trial. Trial access ends when the trial expires unless Customer selects a paid plan.
Paid subscriptions, billing cadence, included features, usage limits, and any minimum term are shown at signup or in an order form. Subscriptions renew automatically for successive periods matching the selected billing cadence unless Customer cancels before the next renewal date. Cancellation stops future renewal but does not by itself reverse charges already incurred, except as stated in Section 5 or required by law.
Customer may authorize employees, contractors, or advisers to use the Service (“Authorized Users”) within the limits of its plan. Customer is responsible for user permissions, the accuracy of account information, safeguarding credentials, promptly removing access for people who no longer require it, and activity conducted through its accounts except to the extent caused by AX1 Pro’s breach of these Terms.
Credentials may not be shared between individuals. Customer must promptly notify AX1 Pro of suspected unauthorized access or account compromise.
Subscription fees are charged through Stripe according to the plan and billing cadence displayed at signup or in an order form.
Optional calls and professional services may be billed separately under the applicable booking terms or professional engagement.
Customer is responsible for applicable sales, use, GST/HST, or similar transaction taxes, excluding taxes based on AX1 Pro’s net income.
Customer may cancel through the account controls or by written notice to AX1 Pro. Cancellation is effective at the end of the current paid billing period unless the signup terms state otherwise.
If Customer provides notice of cancellation, AX1 Pro will refund the full subscription fee for that billing month to the original payment method. This refund applies to the monthly subscription fee only; fees for optional calls or professional services already booked are non-refundable once the session has been scheduled.
Call cancellation, rescheduling, and no-show terms will be shown at booking and form part of these Terms.
Overdue amounts may result in restricted access after reasonable notice, unless immediate restriction is reasonably necessary to address fraud, chargeback risk, or security.
Customer is responsible for the completeness of source information, its instructions, its business decisions, and timely approval and fulfillment of its legal and tax obligations. AX1 Pro remains responsible for performing the platform services expressly promised in these Terms with reasonable care. Responsibility for separately engaged professional services is governed by the applicable engagement letter.
Bank and credit card statements may not separately identify sales tax. Any GST/HST or other tax amount calculated from a statement alone is an estimate and remains marked as estimated until verified against appropriate supporting information.
Automated categorizations and tax estimates support bookkeeping but are not professional accounting, tax, or legal advice. Authorized bookkeeping personnel may review and revise proposed entries. Customer can raise questions or corrections through the Service.
No tax return or filing is submitted through a separate AccountingX professional engagement until Customer approves the completed filing package through the designated approval process. Customer approval does not excuse AX1 Pro or an AccountingX professional from responsibilities expressly assumed in the applicable agreement.
Customer and Authorized Users must not:
The Service relies on third-party providers, including Stripe and Microsoft Azure, and may interoperate with connected services selected by Customer. Third-party services may be governed by their own terms. AX1 Pro is responsible for its selection and management of processors as required by applicable law, but is not responsible for a third-party service’s independent acts, omissions, or availability outside AX1 Pro’s reasonable control. AX1 Pro will use commercially reasonable efforts to mitigate material Service effects within its control.
AX1 Pro and its licensors own the Service, software, designs, documentation, and underlying technology. Subject to these Terms and payment of applicable fees, AX1 Pro grants Customer a limited, non-exclusive, non-transferable, non-sublicensable right during the subscription term for Authorized Users to access and use the Service for Customer’s internal business purposes.
Customer retains ownership of Customer Data. Customer grants AX1 Pro a limited right to host, copy, process, transmit, display, and otherwise use Customer Data only as necessary to provide, secure, support, and improve the Service; comply with Customer instructions and law; and exercise rights expressly granted under these Terms and the Privacy Policy.
If Customer provides feedback, Customer permits AX1 Pro to use it without restriction or payment, provided AX1 Pro does not publicly identify Customer as the source without permission.
While the account is active, Customer may download available reports and financial data in the formats supported by the Service. Following cancellation or termination, the dashboard may become read-only while AX1 Pro prepares an export.
Within 30 days after termination, AX1 Pro will provide a complete export of available Customer Data, including supported PDF and Excel reports, a general-ledger export, and uploaded statements.
After delivery, the export package may be requested again for one year.
Other records may be retained in access-restricted form as described in the Privacy Policy and then deleted, destroyed, or anonymized when the applicable purpose ends.
AX1 Pro may withhold unlawful content and may require payment of undisputed overdue fees before providing non-mandatory assistance beyond the standard export, but will not withhold an export where prohibited by law.
Each party will protect the other party’s confidential information using reasonable care and will use it only to perform or receive the Service, exercise rights under the agreements, or comply with law. Confidential information does not include information that the recipient can demonstrate is public through no breach, was lawfully known without restriction, was independently developed, or was lawfully received from another source without a confidentiality duty.
AX1 Pro handles personal information in accordance with the Privacy Policy. Customer remains responsible for providing any notices and obtaining any authority required for personal information it submits.
AX1 Pro will maintain administrative, technical, and physical safeguards appropriate to the sensitivity of Customer Data. Customer acknowledges that no online service is completely secure. AX1 Pro may perform scheduled or emergency maintenance and will use reasonable efforts to minimize material disruption.
Preview, beta, or evaluation features will be identified as such and may be changed or discontinued. Unless otherwise stated, they are provided for testing and should not be used as the sole basis for material filing or business decisions.
Customer may terminate as described in Section 5. AX1 Pro may suspend or terminate access for material breach, nonpayment, unlawful use, fraud, a material security threat, a legal requirement, or conduct that risks harm to the Service or others. Where reasonably practicable, AX1 Pro will provide notice and an opportunity to cure. Immediate suspension may occur when delay would create material risk or violate law.
On termination, Customer’s right to use the Service ends, subject to the read-only and export process in Section 11. Accrued payment obligations remain due. Sections concerning ownership, confidentiality, disclaimers, liability, indemnity, disputes, data retention, and other provisions that by their nature should survive will survive termination.
Except as expressly stated in these Terms and to the maximum extent permitted by law, the Service is provided “as is” and “as available.” AX1 Pro disclaims implied warranties of merchantability, fitness for a particular purpose, non-infringement, and uninterrupted or error-free operation. These disclaimers do not limit obligations that cannot lawfully be excluded or responsibilities expressly assumed under a separate professional engagement.
To the maximum extent permitted by law, neither party will be liable for indirect, incidental, special, exemplary, punitive, or consequential damages, or for lost profits, revenues, goodwill, or business interruption, arising from these Terms, even if advised of the possibility.
Except for Excluded Claims, each party’s aggregate liability arising from or related to these Terms will not exceed the fees paid or payable by Customer for the Service during the 12 months preceding the event giving rise to the claim. “Excluded Claims” means fraud, willful misconduct, gross negligence, infringement or misappropriation of the other party’s intellectual-property rights, Customer’s payment obligations, and liability that cannot lawfully be limited. Liability for confidentiality, privacy, and security claims is subject to the same cap described above.
Customer will defend and indemnify AX1 Pro against third-party claims arising from Customer Data that infringes another person’s rights, Customer’s unlawful use of the Service, or Customer’s material breach of Section 6 or 8. AX1 Pro will promptly notify Customer of a covered claim, permit Customer to control the defense with qualified counsel, and provide reasonable cooperation at Customer’s expense. Customer may not settle a claim in a manner that admits fault by or imposes an obligation on AX1 Pro without AX1 Pro’s written consent, not to be unreasonably withheld.
These Terms are governed by the laws of the Province of Ontario and the federal laws of Canada applicable there, without regard to conflict-of-law principles. Subject to rights that cannot be waived under applicable law, the courts located in Ontario have exclusive jurisdiction over disputes arising from these Terms. Before filing a claim, each party will make a good-faith effort to resolve the dispute through written notice and discussion for at least 30 days, unless urgent injunctive relief is reasonably required.
AX1 Pro may update these Terms. We will provide reasonable advance notice of material changes unless a change is required sooner for law, security, or urgent third-party reasons. Changes apply prospectively from the stated effective date. If a material change substantially reduces Customer’s rights during a current paid term, Customer may cancel before the change takes effect and request a prorated refund for the unused portion of that paid term, unless the change is required by law.
These Terms, the Privacy Policy, the applicable order or signup terms, and any separate professional engagement form the entire agreement concerning their respective subject matter. An order form controls over these Terms for commercial details expressly stated in it. A professional engagement letter controls for the separate professional service.
Neither party may assign these Terms without the other party’s written consent, except to an affiliate or in connection with a merger, reorganization, financing, or sale of substantially all relevant assets, provided the assignee assumes the obligations. A failure to enforce a provision is not a waiver. If a provision is unenforceable, it will be limited or removed to the minimum extent necessary and the remainder will continue. Neither party is liable for delay caused by events beyond its reasonable control, excluding payment obligations. These Terms do not create a partnership, employment, agency, fiduciary, or third-party-beneficiary relationship.
Notices may be delivered electronically to the account email or through the Service. Formal legal notices to AX1 Pro must also be sent to:
401-25 Tindale CrtThe parties agree to electronic records and signatures where permitted by law. If a French-language version of these Terms is provided, the English version controls in the event of any conflict, unless applicable law requires otherwise.
Questions about these Terms may be directed to AX1@accountingxpro.com.
Formal notice address:
401-25 Tindale Crt