Terms of Service

2.Description of Services

Instant Client is a software-as-a-service (SaaS) platform built for accountants, lawyers, tax advisors, and professional service providers. The platform streamlines and automates client onboarding workflows, including:

• Client Intake & Questionnaires: Custom forms for capturing client details, brand assets, and service requirements.
• Proposals & Engagement Letters: Dynamic drafting and distribution of proposals, service scopes, and fee schedules.
• Electronic Contracts & Signatures: Digital signature collection and audit tracking for binding legal agreements.
• Invoicing & Payments: Automated generation of invoices and payment collection via integrated payment processors.
• Client Portals: Secure web destinations for your clients to review documents, sign contracts, and manage billing.

We reserve the right to modify, enhance, update, or discontinue features of the service at any time with or without prior notice.

3.Eligibility & Account Registration

To access the platform, you must be at least 18 years old and capable of forming legally binding agreements. When registering an account, you agree to:

• Provide accurate, current, and complete information during registration.
• Maintain and promptly update your account information.
• Safeguard your authentication credentials and notify us immediately of any unauthorized use of your account.
• Accept responsibility for all activities that occur under your account or invited team member seats.

4.Subscriptions, Free Trials & Billing

Free Trials: Instant Client may offer free trial periods (e.g., a 14-day free trial). Upon expiration of a free trial, continued access to premium features requires an active paid subscription plan.

Subscription Fees: Subscriptions are billed in advance on a recurring monthly or annual basis via Stripe. All quoted fees are exclusive of applicable sales tax, VAT, or GST unless expressly stated otherwise.

Cancellation: You may cancel your subscription at any time via your account settings. Cancellation will take effect at the conclusion of your current paid billing period, and you will not be charged for subsequent billing cycles.

Refunds: Except where mandated by applicable consumer protection laws, subscription payments are non-refundable.

5.Electronic Signatures & Contracts

Instant Client facilitates the electronic execution of contracts, engagement letters, and proposals between you and your clients.

By using our electronic signature features, you acknowledge and agree that:

• Electronic signatures executed via Instant Client are intended to satisfy the legal requirements of electronic transaction acts (including the Electronic Transactions Act 1999 (Cth) and equivalent statutes).
• You and your signers consent to conducting business and signing agreements electronically.
• You maintain sole responsibility for verifying the identity of your clients and signers.

6.Content & Intellectual Property

Your Data: You retain all right, title, and interest (including all intellectual property rights) in and to all data, documents, client files, logos, questionnaires, and materials you upload or generate through the platform (“Customer Data”). You grant us a limited, worldwide license to host, transmit, and process your Customer Data solely to provide and maintain the services.

Instant Client IP: The Instant Client platform, user interfaces, branding, software, designs, algorithms, documentation, and all related proprietary rights remain the exclusive property of Instant Client and its licensors. You may not copy, reverse-engineer, decompile, or create derivative works from our software.

7.Acceptable Use Policy

You agree not to use the Instant Client platform to:

• Violate any applicable local, state, national, or international law or regulation.
• Send unsolicited marketing communications, spam, phishing schemes, or fraudulent invoices.
• Upload viruses, malware, trojans, or malicious code that compromises platform integrity.
• Interfere with, disrupt, or place an unreasonable load on our servers, networks, or infrastructure.
• Attempt to gain unauthorized access to any accounts, computer systems, or networks connected to Instant Client.

8.AI Features & Automated Tools

Instant Client may incorporate artificial intelligence (AI) and automated tools to assist in questionnaire analysis, brand asset extraction, and proposal generation.

Confidentiality Guarantee: Customer Data and client onboarding details are strictly confidential. We do not use your private client records or proposal contracts to train publicly accessible machine learning foundation models without your explicit written consent.

Human Review: AI-generated suggestions, line items, and drafts are provided for convenience only. You remain solely responsible for reviewing, editing, and confirming all outputs before sending documents to clients.

9.Third-Party Integrations

Instant Client integrates with third-party software and service providers (such as Stripe for payments, accounting software like Xero, and Google OAuth). Your use of such third-party services is governed by their respective terms of service and privacy policies. We do not control and are not liable for the performance, uptime, or data handling practices of third-party platforms.

10.Confidentiality & Data Security

We treat all Customer Data as confidential information. We implement commercially reasonable technical and organizational safeguards—including industry-standard encryption in transit and at rest, secure cloud hosting, and continuous monitoring—to protect Customer Data against unauthorized disclosure, loss, or destruction.

11.Disclaimer of Warranties

Provided "As Is" and "As Available"

To the maximum extent permitted by law, Instant Client and its affiliates, officers, employees, and suppliers provide the platform on an "as is" and "as available" basis without warranties of any kind, whether express, implied, statutory, or otherwise. We do not warrant that the service will be uninterrupted, error-free, completely secure, or free from harmful components.

12.Limitation of Liability

To the fullest extent permitted by applicable law, in no event shall Instant Client, its directors, employees, or partners be liable for any indirect, incidental, special, consequential, or punitive damages—including loss of profits, revenue, data, goodwill, or other intangible losses—arising out of or relating to your use of or inability to use the platform.

In no event shall Instant Client's total aggregate liability arising out of or related to these Terms exceed the amount paid by you to Instant Client in the twelve (12) months preceding the event giving rise to liability.

13.Indemnification

You agree to defend, indemnify, and hold harmless Instant Client and its officers, directors, employees, and agents from and against any claims, liabilities, damages, judgments, awards, losses, costs, and expenses (including reasonable legal fees) arising out of or relating to your violation of these Terms, your Customer Data, or your interactions and contract disputes with your clients.

14.Suspension & Termination

We may suspend or terminate your account and access to the services immediately if you breach these Terms, fail to pay subscription fees when due, or engage in activity that threatens the security or stability of our platform.

Upon termination, your right to use the platform will cease immediately. Sections that by their nature should survive termination (including IP ownership, confidentiality, disclaimers, liability limitations, and governing law) will survive.

15.Governing Law & Jurisdiction

These Terms and any dispute arising from or related to them shall be governed by and construed in accordance with the laws of the State of New South Wales, Australia, without regard to its conflict of law principles.

You agree to submit to the exclusive personal jurisdiction of the courts located within New South Wales, Australia, for the resolution of any legal actions or proceedings.

16.Modifications to Terms

We reserve the right to revise or replace these Terms at any time. When material changes are made, we will provide notice by updating the "Last updated" date at the top of this document or sending an email notification to registered account holders. Continued use of the platform after effective revisions signifies acceptance of the revised Terms.

17.Contact Information

If you have questions, feedback, or concerns regarding these Terms of Service, please reach out to our team: