Terms of Service

These terms are an agreement between you and Task Automate ("we", "us"), and govern your use of the TaskAutomate website, web application and Tally Bridge (together, the "Service"). By creating an account or using the Service you agree to them on behalf of yourself and the organisation you sign up for. If you do not agree, do not use the Service.

1. Accounts

• You must give accurate sign-up details and keep your password secure.
• The person who creates an organisation is its administrator and is responsible for the users they invite and for activity under the account.
• Tell us promptly at support@taskautomate.io if you suspect unauthorised access.

2. Free trial

New organisations get a 14-day free trial that includes 100 documents and does not require a card. When the trial ends, you need a paid plan to keep processing documents. We may limit or end trials that are being misused, for example through repeated sign-ups.

3. Plans and billing

• Plans, prices and document allowances are listed on the pricing page. Prices exclude GST and other applicable taxes, which are added at checkout.
• Monthly and annual plans billed in INR renew automatically at the end of each period until cancelled. Plans paid in other currencies are charged once for the period you choose and do not renew automatically.
• Payments are processed by Razorpay. If a renewal payment fails, we may suspend processing until it is paid.
• If you regularly exceed your plan's document allowance, you will need to move to a higher plan. There are no per-transaction charges.
• We may change prices with at least 30 days' notice by email. Changes apply from your next renewal.

4. Cancellation and refunds

You can cancel from Settings → Billing at any time. Cancellation takes effect at the end of the current paid period, and you keep access until then. Refunds are covered by our Refund Policy.

5. Your data

• You own the documents you upload and the data extracted from them. You give us permission to process them only to provide the Service to you.
• You are responsible for having the right to upload the documents you send us, including any personal data about your vendors or customers in them.
• You can export your data while your account is active. How we handle personal data is described in our Privacy Policy.

6. Review your entries

TaskAutomate uses OCR and AI to read documents, and it can make mistakes. Extracted data, GST checks and entries posted to Tally are aids to your accounting process, not professional accounting, tax or legal advice. You are responsible for reviewing entries before you rely on them or file returns based on them.

7. Acceptable use

You agree not to:

• upload unlawful content, malware, or documents you have no right to process;
• try to access other organisations' data, probe or break our security, or overload the Service;
• resell or provide the Service to third parties without our written agreement;
• reverse-engineer the Service, except where the law allows it.

We may suspend accounts that break these rules, and will tell you why unless the law prevents us.

8. Availability and changes

We work to keep the Service available but do not guarantee it will be uninterrupted or error-free. We may change or remove features; if we remove a feature that is a material part of your paid plan, you may cancel and receive a pro-rata refund of prepaid fees for the unused period.

9. Liability

To the extent the law allows, the Service is provided "as is", and we are not liable for indirect or consequential losses, including lost profits, tax penalties arising from unreviewed entries, or lost data. Our total liability for any claim is limited to the fees you paid us in the 12 months before the claim arose.

10. Ending these terms

You can stop using the Service at any time. We may end these terms or suspend the Service if you materially breach them and do not fix the breach within 15 days of our notice. Sections 5, 6, 9 and 11 survive termination.

11. Governing law and contact

These terms are governed by the laws of India, and the courts of India have jurisdiction. We may update these terms and will email account owners about material changes at least 15 days before they apply. Questions go to support@taskautomate.io.