NorthForm Terms of Service
1. What this agreement is
These Terms govern your firm's use of NorthForm. By creating an account you accept them on behalf of your firm, and you confirm you are authorized to do so. If you do not accept them, do not use the service.
"You" and "your firm" mean the accounting firm holding the account. "We" and "us" mean NorthForm, the provider of the service. "Client data" means information about your firm's clients that you enter or upload.
2. What NorthForm does
NorthForm generates a filing-deadline calendar from compliance information your firm enters about its clients, stores client records and documents, and provides a secure link through which your clients can send you files.
3. Scope — what is covered, and what is not
NorthForm covers Canadian federal filings administered by the Canada Revenue Agency, and Alberta Workers' Compensation Board filings. This includes corporate income tax (T2), GST/HST, payroll source deductions, personal income tax (T1), and information slips.
⚠ NorthForm does not support Quebec provincial filings.
Filings administered by Revenu Québec are not covered, and NorthForm does not detect whether a client has Quebec obligations. If your firm has clients with Quebec provincial filing requirements, NorthForm will not generate deadlines for them and will not warn you. You must track those obligations by other means.
We do not support provincial filings other than Alberta WCB, and we do not prepare, review, file or transmit returns to any tax authority. NorthForm is a scheduling and record-keeping tool.
4. Professional responsibility — please read this section
NorthForm is a tool. It does not replace your firm's professional judgment, and it is not a substitute for professional advice.
Your firm remains solely responsible for:
- Verifying every deadline before relying on it. NorthForm calculates dates from the information you enter; incorrect or incomplete input produces incorrect output.
- Filing accurately and on time, and for all consequences of not doing so.
- Knowing the obligations NorthForm does not cover — including Quebec provincial filings (§3), and any obligation outside the covered scope.
- Your professional obligations to your own clients, to your regulator, and under applicable law. Nothing in NorthForm discharges any of them.
We provide no accounting, tax, or legal advice. We do not warrant that any deadline generated by NorthForm is correct, complete, or applicable to a particular client.
You acknowledge and agree that:
- Your firm is the professional of record. NorthForm holds no professional designation, is not a member of any accounting body, and owes no professional duty to your firm or to your clients.
- A competent professional would independently verify filing deadlines, and your firm will do so. You will not rely on NorthForm as your firm's sole or final source of any filing obligation or date.
- You have read §3 and understand which obligations NorthForm does not cover, including Quebec provincial filings.
- Your firm's professional obligations are unaffected by this agreement. Nothing in NorthForm reduces, transfers, or discharges any duty your firm owes its clients or its regulator.
5. Your firm's obligations
You agree to:
- Provide accurate account information and keep credentials secure
- Enable multi-factor authentication for accounts with access to client data (recommended)
- Ensure you have the authority to provide client data to us, and to obtain any consent your own clients must give
- Use NorthForm lawfully, and not attempt to access another firm's data, probe or disrupt the service, or reverse-engineer it
- Not upload malicious files, or content you have no right to store
You are responsible for your users' actions, including staff and anyone you invite.
6. Your data
Your firm's data is yours. We claim no ownership of client data or documents you upload.
You grant us only the limited licence needed to operate the service — to store, process, transmit and back up your data, and to display it back to you. Nothing more.
- We will not sell your data, use it for advertising, or use it to train artificial intelligence models, and we do not permit our vendors to do so.
- You can download a JSON export at any time, without asking us. The file contains only the export time, the signed-in user's email address, your firm's name, client records, tasks, groups, notes, folder information, upload links, the document index, and a note that document files are stored separately. Document files are not included; download them separately from the client file while your account has access.
- On termination we delete your data as described in the Privacy Policy. Deleted data persists in encrypted backups until those backups age out — we disclose this rather than promise instant erasure we cannot deliver.
How we handle personal information is described in the Privacy Policy, which forms part of these Terms.
7. Availability
We aim to keep NorthForm available and reliable, but we do not guarantee uninterrupted or error-free operation. We may perform maintenance, and may modify or discontinue features.
8. Fees
Subscription fees, billing period, and payment terms are as presented at signup. Fees are payable in advance, and fees already paid are not refunded for partial billing periods. We may change pricing on 30 days' written notice, effective at your next renewal.
If payment fails we may suspend access after reasonable notice. We will not delete your data for non-payment without giving you a reasonable opportunity to export it.
9. Disclaimer of warranties
To the fullest extent permitted by law, NorthForm is provided "as is" and "as available", and we disclaim all warranties, conditions and representations of any kind — express, implied, statutory or otherwise — including merchantability, fitness for a particular purpose, durability, title, and non-infringement.
We specifically disclaim any warranty, condition or representation that:
- any filing deadline generated by NorthForm is accurate, complete, current, or applicable to any particular client;
- NorthForm identifies every filing obligation a client may have;
- NorthForm will be uninterrupted, timely, secure or error-free; or
- any defect will be corrected.
You accept that NorthForm may produce an incorrect date, omit an obligation entirely, or be unavailable when you need it, and that your firm has arranged its practice accordingly. See §4.
10. Limitation of liability
This section allocates risk between us, and our pricing reflects it. Our fees are set on the basis that our liability is limited as set out below. We would not offer NorthForm at these fees on any other basis, and a different allocation of risk would require different pricing. You acknowledge that this allocation is a fundamental basis of the bargain between us.
To the fullest extent permitted by law:
(a) Excluded damages. We are not liable for any indirect, incidental, special, exemplary, punitive or consequential damages, or for lost profits, lost revenue, lost goodwill, lost business opportunity, loss of data, or the cost of substitute services — even if we were advised such damages were possible, and regardless of the theory of liability.
(b) Excluded categories, stated specifically. Without limiting paragraph (a), and whether characterised as direct damages or otherwise, we are not liable for:
- penalties, interest, fines or assessments imposed by any tax authority or regulator, including the Canada Revenue Agency, any provincial tax authority, and any workers' compensation board;
- any consequence of a missed, late, incorrect or unidentified filing, whether or not NorthForm displayed, failed to display, or incorrectly calculated a related date;
- any claim brought against your firm by its own client, including for professional negligence; or
- any loss arising from information your firm entered inaccurately or incompletely.
(c) Aggregate cap. Our total aggregate liability for all claims arising out of or relating to these Terms — in the aggregate, not per claim — will not exceed the total fees your firm actually paid us in the twelve (12) months immediately preceding the event giving rise to the claim.
(d) Time limit. Any claim must be brought within twelve (12) months after the date on which it arose, failing which it is permanently barred.
(e) What is carved out. Paragraphs (a) to (d) do not apply to liability that cannot be excluded or limited by applicable law, including our own fraud, dishonesty or wilful misconduct.
11. Indemnification
You will defend, indemnify and hold us harmless from any third-party claim, and from any resulting loss, liability, damages, penalty, interest, settlement or reasonable legal cost, arising out of or relating to:
- claims brought by your firm's clients — including claims of professional negligence, and any penalty, interest or assessment arising from a missed, late or incorrect filing;
- your client data, including any claim that you lacked the authority or consent to provide it to us;
- your firm's use of NorthForm in breach of these Terms or of applicable law; and
- your firm's professional services generally, whether or not NorthForm was used in providing them.
We will defend and indemnify you against third-party claims alleging that NorthForm, as supplied by us and used in accordance with these Terms, infringes that party's Canadian intellectual property rights — provided you notify us promptly, give us sole control of the defence and any settlement, and cooperate with us. This is your sole and exclusive remedy for any claim of infringement.
12. Confidentiality
Each party will protect the other's confidential information with at least reasonable care and use it only as these Terms permit. We treat all client data as your confidential information. These obligations survive termination.
We understand that your firm owes its own confidentiality obligations to its clients, and we support them: we do not access client data except as needed to operate the service, to resolve a problem you raise, or as required by law.
Where you ask us for help inside your account, access is by support access: your firm's owner generates a single-use code and gives it to us; it opens a session of at most two hours that your firm can end at any time; the session is visible to your firm in the app from the moment it opens, an email goes out to each of your firm's owners, and the app shows whether those notices have been sent; and every change made during the session to your client records, your team, your firm's settings, and your client upload links is recorded in your firm's own history, and the session itself is attributed to our support account; backup snapshots are not written to that history — their lifecycle is visible on your Backups screen.
13. Term and termination
Either party may terminate at the end of a billing period. We may suspend or terminate immediately for material breach, unlawful use, or non-payment after notice.
Before termination takes effect, you may download the JSON export described in §6. After termination we delete your data per the Privacy Policy. Sections 4, 6, 9, 10, 11, 12 and 14 survive.
14. General
Governing law. These Terms are governed by the laws of the Province of Alberta and the federal laws of Canada applicable in it. The courts of Alberta have exclusive jurisdiction.
Changes. We may update these Terms on 30 days' written notice to account holders. Continued use after they take effect means acceptance. Material changes will not apply retroactively.
Entire agreement. These Terms and the Privacy Policy are the entire agreement, superseding prior discussions. If we have signed a separate agreement with your firm, that agreement prevails where it conflicts.
Assignment. You may not assign without our consent. We may assign in connection with a merger, acquisition or sale of assets.
Severability. If a provision is unenforceable, the rest remains in force.
Contact. NorthForm · hello@getnorthform.com