Terms and Conditions

Last updated: May 9, 2026

1. Acceptance of Terms and Conditions

By accessing, browsing, using, registering with, communicating through, purchasing services from, submitting information to, or otherwise interacting with Databooks Accounting Inc. ("Databooks", "the Firm", "we", "us", or "our"), including through any of our websites, platforms, portals, applications, communication systems, affiliated domains, or digital services, you acknowledge that you have read, understood, and agreed to be legally bound by these Terms and Conditions, as amended from time to time.

These Terms and Conditions apply to all visitors, users, clients, prospective clients, customers, contractors, representatives, and any other individuals or entities interacting with Databooks.

These Terms apply to all Databooks-related websites and online services, including but not limited to:

  • www.databooks.ca
  • www.databookstax.ca
  • www.databooksaccounting.ca
  • www.taxparabrasileiros.ca

as well as any subdomains, client portals, booking systems, communication platforms, or future affiliated websites operated by Databooks Accounting Inc.

IF YOU DO NOT AGREE WITH ALL OF THESE TERMS AND CONDITIONS, YOU MUST IMMEDIATELY CEASE USE OF THE WEBSITE(S), CLIENT PORTALS, ONLINE SYSTEMS, AND ALL SERVICES PROVIDED BY DATABOOKS ACCOUNTING INC.

By continuing to access or use any website or service provided by Databooks, including communicating with us electronically, scheduling consultations, uploading documentation, or providing instructions, you confirm your acceptance of these Terms and Conditions in their entirety.

2. Scope of Services

Databooks Accounting Inc. provides accounting, bookkeeping, payroll, tax preparation, tax filing, consulting, advisory, administrative support, business support, and related professional services.

The specific scope of services applicable to each client is defined exclusively through separate engagement letters, service agreements, proposals, quotes, subscriptions, invoices, onboarding documentation, written correspondence, or other written communications between the Firm and the client ("Engagement Documents").

Any service not expressly included in an Engagement Document is considered outside the scope of the engagement and may require additional authorization, documentation, timelines, and fees.

The Firm reserves the right to refuse, suspend, limit, modify, or terminate any service request at its sole discretion.

The Firm does not provide legal advice, legal representation, investment advice, securities advice, financial planning services, immigration representation, or human resources legal services unless expressly agreed in writing.

Any information provided through consultations, emails, newsletters, blogs, videos, social media, webinars, phone calls, or website content is general in nature and may not apply to your specific circumstances.

3. No Guarantee of Outcome

Databooks does not guarantee any tax refund amount, tax savings, business result, financial result, government approval, audit outcome, immigration consequence, financing approval, bookkeeping accuracy resulting from incomplete information, or any other specific outcome.

Professional services involve reliance on information supplied by clients, changing legislation, government interpretation, third-party systems, and external circumstances outside the Firm's control.

The Firm makes no representation or warranty that any filing, strategy, recommendation, estimate, projection, or advice will result in a particular financial, tax, regulatory, or business outcome.

4. Client Responsibilities

Clients are solely responsible for:

  • Providing complete, accurate, and timely information;
  • Reviewing all documents, filings, reports, returns, payroll information, and submissions before approval or filing;
  • Maintaining adequate records and supporting documentation;
  • Complying with all applicable laws and regulations;
  • Responding promptly to requests for clarification or additional documentation;
  • Ensuring that bank feeds, software integrations, payroll records, and related systems remain active and accurate;
  • Maintaining sufficient funds for payment processing and payroll obligations where applicable.

The Firm may rely entirely on information provided by the client without independent verification unless otherwise expressly agreed in writing.

The client acknowledges that inaccurate, incomplete, delayed, misleading, or omitted information may result in delays, amended filings, penalties, interest, reassessments, compliance issues, inaccurate reporting, or additional fees, for which the Firm shall not be responsible.

5. Deadlines and Timelines

Any timelines, estimated completion dates, filing expectations, turnaround periods, or projected delivery schedules communicated by the Firm are estimates only and do not constitute guarantees.

The Firm's ability to complete work depends on timely cooperation from clients, third parties, software providers, government agencies, financial institutions, and external systems.

The Firm shall not be liable for delays arising from:

  • Late document submission;
  • Missing information;
  • Government processing delays;
  • Software failures;
  • Banking interruptions;
  • CRA or provincial agency delays;
  • Technical outages;
  • Staff illness or capacity limitations;
  • External vendor issues;
  • Circumstances beyond reasonable control.

6. Fees, Billing, and Payments

All fees charged by Databooks are payable in Canadian dollars unless otherwise specified.

Services may be billed as:

  • Fixed-fee engagements;
  • Subscription-based services;
  • Hourly billing arrangements;
  • Retainers;
  • Deposits;
  • Project-based fees;
  • Additional service fees.

Recurring services may be billed automatically through pre-authorized debit or other approved payment methods on a recurring basis.

The client authorizes Databooks to process recurring payments and acknowledges responsibility for maintaining valid payment methods and sufficient funds.

The Firm reserves the right to:

  • Adjust pricing;
  • Reassess subscription tiers;
  • Charge additional fees for out-of-scope work;
  • Suspend services for non-payment;
  • Require deposits or advance payments;
  • Refuse future work due to overdue balances.

Invoices unpaid beyond applicable due dates may accrue interest at the Bank of Canada prime rate plus 2%, calculated daily and compounded monthly, together with any collection or administrative costs permitted by law.

All payments for services already commenced, partially completed, reserved, scheduled, or delivered are non-refundable.

7. Electronic Communication and Technology Risks

The client authorizes Databooks to use electronic communication systems, cloud-based platforms, accounting software, document-sharing platforms, digital signatures, client portals, email communication, SMS messaging, video conferencing systems, automation software, and third-party applications to provide services.

Electronic communication may involve risks including:

  • Unauthorized access;
  • Cybersecurity incidents;
  • Data interception;
  • Corruption of files;
  • Malware;
  • Delayed delivery;
  • Service interruptions;
  • Technical failures;
  • Data loss.

Although the Firm uses commercially reasonable safeguards and reputable service providers, Databooks does not guarantee that electronic communications or systems will be secure, uninterrupted, virus-free, or error-free.

The client accepts all inherent risks associated with electronic communication and releases the Firm from liability relating to technological failures beyond the Firm's reasonable control.

8. Authorization to Access Third-Party Systems

The client authorizes Databooks to access, communicate with, exchange information through, and interact with third-party platforms as reasonably necessary to provide services, including but not limited to:

  • CRA portals;
  • Revenu Québec portals;
  • Payroll systems;
  • Accounting software;
  • Banking integrations;
  • Cloud storage systems;
  • Tax software;
  • Document management platforms;
  • Payment processors.

The client is responsible for ensuring all required authorizations, permissions, and access credentials remain active throughout the engagement.

9. Intellectual Property

All content, systems, templates, methodologies, processes, documents, graphics, branding materials, tools, workflows, videos, publications, website materials, forms, calculators, software configurations, and proprietary materials developed, used, or displayed by Databooks remain the exclusive intellectual property of Databooks Accounting Inc. or its licensors.

No portion of the website or materials may be copied, reproduced, republished, uploaded, posted, distributed, modified, reverse-engineered, or commercially exploited without prior written consent from Databooks.

Any unauthorized use may result in legal action.

10. Website Content and Educational Information

All website content, newsletters, emails, blog posts, videos, guides, webinars, downloadable materials, calculators, and social media content are provided solely for general informational and educational purposes.

Such information:

  • Does not constitute accounting, legal, tax, financial, investment, or immigration advice;
  • May not reflect current laws or regulations;
  • May not apply to your circumstances;
  • Should not be relied upon without obtaining professional advice specific to your situation.

The Firm disclaims all liability arising from reliance on website content or general communications.

11. Third-Party Websites and Services

The websites operated by Databooks may contain links to third-party websites, software, integrations, tools, or services. These are provided solely for convenience purposes.

Databooks does not control, endorse, monitor, or guarantee third-party services and shall not be responsible for:

  • Third-party content;
  • Privacy practices;
  • Security;
  • Availability;
  • Accuracy;
  • Service interruptions;
  • Financial losses;
  • Technical failures.

Use of third-party systems is entirely at the user's own risk.

12. Limitation of Liability

To the fullest extent permitted by law, Databooks Accounting Inc., including its directors, shareholders, officers, employees, contractors, agents, representatives, affiliates, successors, and licensors, shall not be liable for any:

  • Indirect damages;
  • Consequential damages;
  • Special damages;
  • Punitive damages;
  • Incidental damages;
  • Loss of profits;
  • Loss of revenue;
  • Loss of business;
  • Loss of data;
  • Loss of opportunity;
  • Tax penalties or interest;
  • Regulatory penalties;
  • Business interruption;
  • Reputational damage;
  • Financing consequences;
  • Software interruptions;
  • Cybersecurity incidents;
  • Delays in filing or processing;
  • Errors resulting from incomplete or inaccurate information supplied by clients.

This limitation applies regardless of the legal theory asserted, including contract, negligence, tort, equity, statute, or otherwise.

The total aggregate liability of Databooks relating to professional services shall not exceed the amount of professional liability insurance coverage available to the Firm at the time a claim is made.

No claim may be brought against Databooks more than one year after the completion or termination of services.

13. Indemnification

You agree to indemnify, defend, and hold harmless Databooks Accounting Inc. and its directors, officers, employees, contractors, agents, affiliates, and representatives from and against any and all claims, losses, liabilities, damages, penalties, costs, expenses, or legal fees arising from:

  • Your use of the website or services;
  • Your breach of these Terms and Conditions;
  • Your violation of any law or regulation;
  • Inaccurate or incomplete information provided by you;
  • Reliance by the Firm on information supplied by you;
  • Claims brought by third parties relating to your conduct or information.

14. Confidentiality

The Firm will maintain the confidentiality of client information in accordance with applicable professional standards, legal requirements, and privacy obligations.

However, the client acknowledges that disclosure may occur where required by:

  • Law;
  • Court order;
  • Regulatory authorities;
  • Professional obligations;
  • Fraud-prevention requirements;
  • Government investigations.

The Firm may also use third-party cloud providers, software systems, and subcontractors as reasonably necessary to provide services.

15. Suspension and Termination

Databooks may suspend, restrict, or terminate services or website access at any time, with or without notice, including where:

  • Fees remain unpaid;
  • Required documentation is not provided;
  • The Firm identifies legal or ethical concerns;
  • There is abusive, threatening, inappropriate, or unlawful conduct;
  • The relationship becomes commercially impractical;
  • Regulatory obligations require withdrawal.

The client remains responsible for all fees and obligations incurred prior to termination.

16. Force Majeure

Databooks shall not be liable for delays, interruptions, failures, or inability to perform services resulting from causes beyond its reasonable control, including but not limited to:

  • Natural disasters;
  • Floods;
  • Fires;
  • Cyberattacks;
  • Pandemics;
  • Government actions;
  • Labour disruptions;
  • Internet outages;
  • Banking interruptions;
  • Software failures;
  • Utility failures;
  • Civil unrest;
  • War;
  • Terrorism;
  • Transportation disruptions.

17. Amendments

Databooks reserves the right to modify, update, replace, or amend these Terms and Conditions at any time without prior notice.

Updated Terms become effective immediately upon publication or communication by the Firm. Continued use of the website or services constitutes acceptance of revised Terms.

18. Governing Law and Jurisdiction

These Terms and Conditions shall be governed exclusively by the laws of the Province of British Columbia and the applicable federal laws of Canada.

Any dispute, claim, or proceeding arising from these Terms, the use of the website, or services provided by Databooks shall be brought exclusively before the courts of British Columbia, Canada.

19. Severability

If any provision of these Terms and Conditions is determined to be invalid, illegal, or unenforceable, the remaining provisions shall continue in full force and effect.

20. Entire Agreement

These Terms and Conditions constitute the entire agreement relating to the use of the website and general services provided by Databooks and supersede all prior discussions, communications, representations, or understandings relating to such matters.

21. Contact Information

Databooks Accounting Inc.