2023 ProFile Intuit software end user license agreement (Canada)

A copy of this End User License Agreement is available at https://profile.intuit.ca/license-agreement/ (English) and https://profilefrancais.intuit.ca/convention-droits-utilisation/ (French)

Last Updated July 28, 2023

SECTION A TERMS

INTRODUCTION AND OVERVIEW

Thank you for choosing Intuit Canada ULC. We provide a platform (the “Platform”) that encompasses (1) a variety of services, including TurboTax and QuickBooks (each a “Service”); and installable software including Profile, and our desktop and mobile applications, any accompanying documentation, and any updates to such software or documentation (collectively, “Software”).

Review these Terms of Service (“Agreement”) thoroughly. This Agreement is a legal agreement between you and Intuit. By clicking “I Agree,” indicating acceptance electronically, or by installing, accessing or using the Platform, you agree to this Agreement. If you do not agree to this Agreement, then you may not use the Platform.

The provisions in Section A apply to the Platform generally and are separate from the provisions in Section B, which include additional provisions for your use of specific Services or Software. Each subsection of Section A begins with an italicized annotation that is intended to help you navigate the Agreement. The annotations do not completely summarize the Agreement, though, and you should read each section carefully and in full.

If this Agreement is being entered into by a company or other legal entity, you represent that you have the authority to enter this Agreement to bind such entity and its affiliates to these terms and conditions as its authorized representative, in which case the terms “you” or “your” will refer to such entity and its affiliates as well as you. If the legal entity that you represent does not agree with these terms and conditions, you must not accept this Agreement, register, nor use or access the Platform as an authorized representative.

1. AGREEMENT TO THESE TERMS

You need to agree to these terms to use our Platform. By using the Platform, you are instructing us to use your data in accordance with these terms. This data may include credit information and other information we obtain from third parties. For information on how Intuit processes your personal information see the Intuit Global Privacy Statement, which is incorporated herein by reference.

To access and/or use the Platform, you acknowledge and agree:

To the terms and conditions of this Agreement, which includes: (1) the current version of the terms set out in Sections A and B; and (2) any additional provisions and conditions provided separately to you for use of the Platform, which may include terms and conditions of third parties;
You must be at least the age of majority in your jurisdiction of residence to use our Platform;
You can form a binding contract with Intuit;
You are not a person who is prohibited from receiving the Platform under the laws of Canada or any other applicable jurisdiction; and
You will comply with this Agreement and all applicable local, provincial, territorial, national, and international laws, rules, and regulations, including applicable trade regulations.

2. YOUR PERSONAL INFORMATION

We want to be transparent about how we use personal information and about your rights in the Intuit Global Privacy Statement. You should only provide us with personal information of others if you have received permission to do so.

You can view the Intuit Global Privacy Statement provided with the Platform and on the website for the Platform. Intuit may, as part of the Platform, use, maintain, transfer or otherwise process, your personal information in accordance with the Intuit.

Terms and ConditionsGlobal Privacy Statement, and with applicable law, including the Personal Information Protection and Electronic Documents Act (PIPEDA) or relevant Provincial Data Protection statutes/regulations. This means that Intuit may use your personal information to improve the Platform or to design promotions and to develop new products or Platform. Intuit is a global company and may access or store personal information in multiple countries, including countries outside of your own country to the extent permitted by applicable law.

To the extent we allow you to input personal information (as the term is defined under applicable law) about individuals other than yourself, you represent and warrant that you have complied with all applicable laws and received the proper authority or consent to allow us to collect and process such information to operate our business, to (a) use or disclose the data in accordance with the Intuit Global Privacy Statement, (b) move the data outside of the country of residence of such owner of the personal data, if applicable, (c) provide the data to Third Party Products (defined below) that you approve, and (d) otherwise use and disclose the data in accordance with this Agreement. You acknowledge and agree that Intuit may provide data in your account to any Additional Users (defined in Section B) to which that data is applicable or personal.

To help the government fight the funding of terrorism and money laundering activities, Federal law requires us to obtain, verify, and record information that identifies each person and entity who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you and the entity you represent. We may also ask to see your driver’s license or other identifying documents.

3. CHANGES

This Section does not apply to you if you are a Quebec Consumer; please refer to Section 24.

Change happens. When it does happen, we will update this Agreement. If the changes are material, you may need to accept the changes to use the Platform. Similarly, there may be circumstances where we need to update or discontinue the Platform.

We reserve the right to modify this Agreement in whole or any part, in our sole discretion, at any time, and the modifications will be effective when posted through the Platform or on our website for the Services or when we notify you by other means. It is important that you review this Agreement whenever we modify it because your continued use of the Platform indicates your agreement to the modifications.

In some cases or where otherwise required by law, you may need to accept changes to this Agreement to continue using the Platform. If you do not agree to the changes, you may stop using the Platform or terminate your account.

We have the right, in our sole discretion, to revise, update, or otherwise modify, suspend or discontinue the Platform or alter your access to the Platform; and for material changes, to the extent reasonably possible, we will provide you with reasonable notice either posted on the website hosting the Platform or to the Administrator’s (as defined below) email address. Note that we may modify the amount of storage space you have through the Platform and the number of times (and the maximum duration for which) you may access the Platform in a given period of time. In the event we need to maintain the security of the system or comply with any laws or regulations, we reserve the right to modify the Platform immediately, and to provide the Administrator with electronic or written notice within thirty (30) days after any material modifications. You may reject any changes to the Platform by discontinuing use of the Platform to which such changes relate. Your continued use of the Platform will constitute your acceptance of and agreement to such changes.

4. YOUR RIGHTS TO USE THE PLATFORM

You can use our Platform for your own personal and lawful use or as otherwise permitted under this Agreement.

Subject to your compliance with this Agreement, you may access and use the Platform for your own internal, lawful and non-commercial purposes only.

5. TRIAL VERSIONS AND BETA FEATURES

We may include new and/or updated pre-release and trial features as part of the Platform and such features are provided as-is. Your use of such features is at no additional cost but you must follow additional rules or restrictions that we may place on their use.

6. ACCOUNT

You will provide accurate, up-to-date account information and securely manage such information.

You may need to sign up for an account to use the Platform. We will need to verify your identity and you authorize us to collect information (e.g., date of birth, address) from you to do so (collectively, with all information requested to enable your account, “Account Information”). You will provide accurate, up-to-date Account Information, and we disclaim any liability arising from your failure to do so. Such failure may further limit your ability to use the Platform and affect the Platform’s accuracy and effectiveness.

You are responsible for securely managing your password(s) for the Platform and you will contact Intuit if you become aware of any unauthorized access to your account. You will notify us immediately if you believe that your Account Information or device you use to access the Platform has been lost or stolen or that someone is using your account without your permission.

7. PAYMENT AND TAXES

Some Services may be free, others may have costs associated. For those with costs, we may charge your payment method for fees or on a subscription basis. You may cancel your subscription at any time (but you may not receive a refund).

We may require payment of fees or a subscription charge for use of the Platform (or certain portions of the Platform) and you agree to pay such fees or subscription charge. If you registered for a trial, you may need to purchase a subscription to the Platform before the trial ends in order to retain access to any Content (defined below) provided to, or created through, the Platform.

For Services offered on a payment or subscription basis, the following terms apply, unless Intuit notifies you otherwise in writing.

Payments will be billed to you in Canadian dollars or other currencies which may be made available (plus any and all applicable taxes, including without limitation GST, HST and PST, as applicable) and your account will be debited when you subscribe and provide your payment information, unless stated otherwise in the program ordering or payment terms on the website for the Services.

If your payment and registration information is not accurate, current, and complete, or a chargeback is processed on your account, we may suspend or terminate your account immediately, without notice, and refuse any use of the Platform.

If you do not notify us of updates to your payment method, we may participate in programs supported by your card provider to try to update your payment information, and you authorize us to continue billing your account with the updated information that we obtain.

Services are provided on a monthly or yearly subscription basis to the User (defined below) that pays for the Services. As the Administrator (defined below), you may choose whether you or another User pays for the subscription. Please review all of the details of the subscription that you purchase; some subscriptions provide access to one Service and others provide access to more than one Service.

You may be charged a subscription fee in advance on an annual basis or other recurring interval disclosed to you prior to your purchase. Intuit will automatically renew your subscriptions at the then-current rates, unless the subscription is cancelled or terminated under this Agreement. Intuit may change the price for recurring subscription fees from time to time with notice to you. If you do not agree with the price change, you may unsubscribe prior to the price change going into effect. Your payment to Intuit will automatically renew at the end of the applicable subscription period but you can cancel a subscription at any time. Subscription cancellations will take effect the day after the last day of the current subscription period. If you cancel in the middle of a subscription period, you will be able to continue to access and use the applicable services until the last day of the current subscription period.Service until the end of your subscription period. We do not provide refunds or credits for any cancellations or partial subscription period.

In the event that Intuit is unable to charge a User's chosen payment method in accordance with this Agreement, we may terminate this Agreement and access to the Platform immediately, without notice. If you stop using the Platform or the applicable Services, Intuit has fulfilled your subscription term. After your access to the Platform is terminated, you may no longer have access to any of the data or Content in the Platform. We suggest you retain your own copies of any Content that you may need as Intuit is not responsible for providing you with access to your Content or the Platform after any cancellation or termination of this Agreement. Additional cancellation or renewal terms may be provided to you on the website for the Services.

8. USE WITH MOBILE DEVICE

Desktop and mobile versions of our Platform may be available for download but you must follow applicable third-party terms when using them.

The Platform may be available through one or more apps for a compatible desktop computer or mobile device. You agree that you are solely responsible for any applicable changes, updates and fees as well as complying with the provisions of your agreement with your telecommunications provider and any third-party mobile app marketplace.

With respect to the applicable Software, you are only granted limited rights to install and use the Software you have downloaded, signed up for or for which you have purchased a license or acquired a free trial. Intuit reserves all other rights in the applicable Software not granted to you in writing in this Agreement. Conditioned upon your compliance with the terms and conditions of this Agreement (including all payment obligations), Intuit grants you a personal, limited, nonexclusive, nontransferable, revocable license to use the applicable Software only for the period of use provided in the ordering and activation terms (as applicable), as set forth in this Agreement or in Intuit’s then-current product discontinuation policies (as updated from time to time) and only for the purposes described by Intuit for the applicable Software.

You acknowledge and agree that such Software is licensed, not sold.

You may make a single copy of the Software for backup purposes, provided that you reproduce on it all copyright and other proprietary notices that are on the original copy of the Software. You will not delete or in any manner alter the copyright, trademark and other proprietary rights notices or markings appearing on the Software as delivered to you.

9. OTHER PRODUCTS AND SERVICES

You may have access to professional advice and third-party products. Any such advice and products are not covered under this Agreement. We may provide you with the opportunity to transfer data to or from a third-party product subject to certain limitations.

9.1. Third Party Products and Advice. By using the Platform, you agree that we may market to you or offer you access to products or services from third parties (“Third Party Products”). If you decide to use or access any Third Party Products, you agree that you are solely responsible for your relationship with the provider of the product. Intuit is not affiliated with Third Party Products and does not endorse or recommend any Third Party Products. Except as prohibited by law, you agree that the providers of the Third Party Products, and not Intuit, are solely responsible for their actions or inactions, and Intuit is not liable for any damages, claims, or liabilities arising out of or related to any Third Party Products. You agree that you will (a) review and comply with all Third Party Product terms and conditions, and (b) not use the Third Party Product in any manner that would infringe or violate the rights of Intuit or any other party or in furtherance of criminal, fraudulent, or other unlawful activity.

From time to time, we may offer specific functionality in the Platform that provides you with the opportunity to seek professional advice, for example, the ability to speak with a tax expert. Unless specifically disclosed, Intuit is not in the business of providing legal, financial, accounting, tax, health care, insurance, real estate, or other professional service or advice, and you should consult with professionals for advice prior to making important decisions in these areas.

9.2. Data Transfer Service.

(a) We may provide you with the opportunity to transfer your data and Content from the Platform to certain supported online Third Party Products or other online Intuit services (the “Ancillary Services”) that you sign up for or use in connection with the Platform (the “Data Transfer Service”). You may need to be an active subscriber of the Third Party Product or Ancillary Services to use the Data Transfer Service. In order to access a Third Party Product or an Ancillary Service on your behalf to provide the Data Transfer Service, you may need to provide us with your account number, password, security questions and answers, and any other necessary log in information from time to time (“Login Details”). We will maintain your Login Details in encrypted form, and will only use them in connection with the Data Transfer Service or otherwise at your direction. You hereby represent that you have the authority to provide the Login Details to Intuit and you expressly appoint Intuit as your, or the third party who owns the Login Details’, agent with limited power of attorney to access any Third Party Products or Ancillary Services on your behalf. With respect to each Data Transfer Service, you grant Intuit the right to transfer data to the Third Party Product or Ancillary Service, and to reformat and manipulate the data as reasonably necessary for the data to function with such product or service. After the transfer occurs, the original data and Content will remain in the Platform unless we disclose to you otherwise.

(b) You agree that you will (i) review and comply with all Third Party Product or Ancillary Service terms and conditions before you access the Data Transfer Service, and (ii) not use the Data Transfer Service in any manner that would infringe or violate the rights of Intuit or any other party, or in furtherance of criminal, fraudulent or other unlawful activity. Depending on the Third Party Product or Ancillary Service you choose, you further agree and acknowledge that your data, including your personal information, may be transferred through the Data Transfer Service to another country where security and privacy controls may not be adequate for data protection. We do not guarantee that you will be able to use the Data Transfer Service with any specific products or services. You will only have access to the Data Transfer Service during the period for which you have paid for a subscription. Third Party Products may make changes to their websites, with or without notice to us, that may prevent or delay the overall performance of the Data Transfer Service.

9.3. Data Receipt Service.

(a) We may provide you with the opportunity to transfer certain data from a Third Party Product or an Ancillary Service to the Platform (the “Data Receipt Service”). You may need to be an active subscriber of the Third Party Product or Ancillary Services to use the Data Receipt Service. In order to access a Third Party Product or an Ancillary Service on your behalf, you may need to provide us with your Login Details. We will maintain your Login Details in encrypted form, and will only use them in connection with the Data Receipt Service or otherwise at your direction. You hereby represent that you have the authority to provide the Login Details to Intuit and you expressly appoint Intuit as your, or the third party who owns the Login Details’, agent with limited power of attorney to access any Third Party Products or Ancillary Services and retrieve data on your behalf. With respect to each Data Receipt Service, you grant Intuit the right to transfer data to the Platform, and to reformat and manipulate your data as reasonably necessary for the data to function with the Platform. After the transfer occurs, your original data and Content may not remain in the Third Party Product or the Ancillary Services; please review the terms of those products and services to confirm.

(i) You shall not reverse-compile or decompile, analyze, reverse-engineer, reverse-assemble or disassemble, unlock or otherwise attempt to discover the source code or underlying algorithms of the Third Party Code or attempt to do any of the foregoing in relation to the object code of the Third Party Code; and(ii) You shall not modify, adapt, translate or create any derivative works of the Third Party Code or merge the Third Party Code into any other software.

9.5. Service Providers

We may use third parties in the operation of our Platform or to perform any of our obligations in this Agreement (each a “Service Provider”). In order for our Service Providers to be able to provide you with certain aspects of the Platform, we may share a limited amount of your data or Content with such Service Provider. Our agreements with Service Providers outline the appropriate use and handling of this information and prohibit the Service Provider from using any of your information for purposes unrelated to the Platform.

10. CONTENT AND DATA

What’s yours remains yours, what’s ours remains ours, but we may use information you provide to improve our Platform.

You are solely responsible for anything you write, submit, receive, share and store or any data you input into the Platform (collectively, your “Content”). Content includes but is not limited to, data, information, materials, text, graphics, images audio, video, that are uploaded, transmitted, posted, generated, stored or otherwise made available through the Platform.

You have no obligation to provide any content to the Platform, and you’re free to choose the content that you want to provide.

You acknowledge certain functionality in the Platform may be dependent on the provision of Content and may not be available without such Content.

Your Content remains yours, which means that you retain any intellectual property rights that you have in your Content. By sharing your Content in connection with the Platform, you hereby grant Intuit a license to use your Content, as described in more detail below.

10.1 What's covered

This license covers your Content to the extent your Content is protected by intellectual property rights.

10.2 Scope

This license is:

Worldwide, which means it’s valid anywhere in the world;
Non-exclusive, which means you can license your Content to others; and
Royalty-free, which means there are no fees for this license

10.3 Rights

This license allows Intuit to:

Host, reproduce, distribute, communicate, sublicense and use your Content — for example, to save your Content on our systems and make it accessible from anywhere you go;
Publish or publicly display your Content, if you’ve made it visible to others; and
Modify and create derivative works based on your Content, such as reformatting or translating it

10.4 Purpose

This license is for the limited purpose of:

Operating, providing and improving the Platform, which means allowing the Platform to work as designed and creating new features and functionalities.

10.5 Duration

This license lasts for as long as your Content is protected by intellectual property rights.

Intuit may collect, derive or generate deidentified and/or aggregated data regarding your usage of or the performance of the Platform, including data derived from your Content. Intuit will own all such data and may use this data without restriction, including, but not limited to, operating, analyzing, improving, or marketing Intuit’s products and services, including the Platform.

As between you and Intuit, Intuit and its licensors retain all right, title or interest in and to the Platform, except for the rights granted to you.

You may have the opportunity to share your data, Content, or ways in which you aggregate data (“Account Content”) with other users of the Platform, other Intuit customers, and other third parties. When sharing any Account Content, you agree not to share any confidential information. If you have the option of accessing another user’s Account Content, you understand and agree that the Account Content is being provided by that user, and not Intuit, for information and guidance purposes only, and Intuit and such user are not responsible in any way for your use of the Account Content.

11. PROHIBITED USES

We expect you to obey the law and follow certain rules in using the Platform.

Intuit does not condone or support any activity that is illegal, violates the rights of others, harms or damages Intuit’s reputation, or could cause Intuit to be liable to a third party. At minimum, you may not use the Platform to:

Violate any law, regulation, executive order or ordinance, including through actions that give rise to criminal, civil, administrative or regulatory liability and/or fines;
Post or share Content or engage in activities that are or may be illegal or inappropriate, including fraudulent, defamatory, obscene, pornographic, profane, threatening, abusive, hateful, harassing, offensive or objectionable information or communications of any kind, including without limitation that which is excessively violent, incites or threatens violence, encourages “flaming” others or may result in criminal or civil liability under any local, provincial, federal or foreign law;
Post or share any Content that you do not own or have the right to use without permission from the owners thereof;
Transmit any virus, trojan horse, or other disruptive or harmful software or data;
Send any unsolicited or unauthorized advertising, such as spam;
Impersonate someone else, falsely represent your identity or qualifications, or engage in activities that may constitute a breach of any individual’s privacy; is illegally unfair or deceptive, or creates a safety or health risk to an individual or the public;
Misrepresent your affiliation with Intuit;
Reproduce, modify, copy, sell, resell, trade, lease, license, or provide free or unauthorized access to the Platform, give any part of the Platform to any third party or make the Platform available on any file-sharing, virtual desktop or application hosting service;
Attempt to reverse engineer, decompile or disassemble in any way the Platform, including any Software;
Engage in unauthorized access, monitoring, interference with, or use of the Platform or third party accounts, information (including personal information), computers, systems or networks, including scraping or downloading content that doesn’t belong to you;
Use the Platform for general archiving or back-up purposes;
Except as permitted by Intuit in writing, engage in investment opportunities, solicitations, chain letters, pyramid schemes, other unsolicited commercial communication, spamming, or flooding; or
Encourage or enable any other individual to do any of the above or otherwise violate this Agreement.

We take copyright seriously at Intuit. We respect the copyrights of others and expect you to do the same. If you repeatedly infringe the copyrights of others, we may terminate your account.

Intuit may terminate your use of the Platform based on our reasonable suspicion that your activities, business or products are objectionable or promote, support or engage in any of the prohibited uses described above.

Intuit may, but has no obligation to, monitor access to or use of the Platform or Content or to review or edit any Content, including, without limitation, for the purpose of operating the Platform, to ensure compliance with this Agreement, and to comply with applicable law or other legal requirements. We may disclose any information necessary to satisfy our legal obligations, protect Intuit or its customers, or operate the Platform properly. Intuit, in its sole discretion, may refuse to post, remove, or refuse to remove, or disable any Content, in whole or in part, that is alleged to be, or that we consider to be unacceptable, undesirable, inappropriate, or in violation of this Agreement.

12. COMMUNITY FORUMS; FEEDBACK

You may be able to communicate with others through our Platform but please be respectful. Suggestions you provide for improving our Platform may be used freely by us.

The Platform may include community forums or other social features to enable you to exchange Content and information with other users of the Platform and the public. Intuit does not support and is not responsible for the content in these community forums. Please use respect when you interact with other users. Do not reveal information that you do not want to make public. Users may post hypertext links to content of third parties for which Intuit is not responsible.

You may provide Intuit your feedback, suggestions, or ideas for the Platform. You grant Intuit a perpetual, worldwide, fully transferable, sub-licensable, irrevocable, fully paid-up, royalty-free license to your feedback, suggestions, and ideas in any way, including in future modifications of the Platform, other products or service, advertising, or marketing materials.

13. TERMINATION

Intuit may suspend or terminate your use of the Platform and may terminate this Agreement for certain reasons.

Intuit may, in its sole discretion and without notice, restrict, deny, terminate this Agreement or suspend the Platform, related or other services, effective immediately, in whole or in part: if we determine that your use of the Platform violates the Agreement, is improper or substantially exceeds or differs from normal use by other users, raises suspicion of fraud, misuse, security concern, illegal activity or unauthorized access issues; to protect the integrity or availability of the Platform or systems and comply with applicable Intuit policy; if you no longer agree to receive electronic communications; or if your use of the Platform conflicts with Intuit’s interests or those of another user of the Platform.

In addition to the foregoing, Intuit may terminate this Agreement immediately if: (i) you become insolvent, or are generally unable to pay your debts as they become due, or you make an assignment for the benefit of your creditors or seek relief under any bankruptcy, insolvency, or debtor’s relief law; (ii) you file a voluntary petition in bankruptcy or proceedings are commenced against you under any bankruptcy, insolvency, or debtor relief law; (iii) a receiver is appointed for you or your material assets; (iv) you are liquidated or dissolved or cease operations; or (v) we receive notice of your bankruptcy, insolvency or similar arrangement.

14. EFFECT OF TERMINATION

You must stop using the Platform once your subscription expires or you cancel your account (or if this Agreement or your account is terminated), unless you are a Quebec Consumer, in which case this Section does not apply to you.

Upon expiration of your subscription or cancellation of your account, or Intuit’s termination of your account or this Agreement, you must immediately stop using the Platform and pay all fees for Services used. No expiration or termination will affect your obligation to pay all fees due or that may have accrued through the effective date of expiration or termination or entitle you to any refund. Except for consumers in Quebec, Intuit may terminate a free account at any time. If you are a Quebec Consumer, refer to Section 24.

15. SURVIVAL

There are a few parts of this Agreement that will continue to apply after termination.

The following Sections will survive any termination, discontinuation, or cancellation of the Platform, your account, or this Agreement: “Your Personal Information,” “Payments and Taxes” (with respect to fees due and unpaid), “Content and Data,” “Community Forums; Feedback,” “Effect of Termination,” “Disclaimers,” “Limitations of Liability,” “Indemnification,” “Disputes,” “General,” “Contact Information,” and “Province Specific Terms” (to the extent such terms modify terms in one of the sections referenced in this paragraph for Quebec Consumers), as well as any other provisions that expressly survive such termination, discontinuation, or cancellation.

16. INTUIT COMMUNICATION

17. DISCLAIMERS

We don’t make any warranties about the Platform except as expressly stated in this Agreement.

IF YOU ARE A QUEBEC CONSUMER, THIS PROVISION IS NOT APPLICABLE TO YOU; PLEASE REFER TO SECTION 24.

YOUR USE OF THE PLATFORM, SOFTWARE, AND CONTENT IS ENTIRELY AT YOUR OWN RISK. EXCEPT AS DESCRIBED IN THIS AGREEMENT, THE PLATFORM IS PROVIDED "AS IS." TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, INTUIT, ITS AFFILIATES, AND ITS AND THEIR THIRD PARTY PROVIDERS, LICENSORS, DISTRIBUTORS AND SUPPLIERS (COLLECTIVELY “SUPPLIERS”) DISCLAIM ALL WARRANTIES AND CONDITIONS, EXPRESS OR IMPLIED, INCLUDING ANY WARRANTY OR CONDITION THAT THE PLATFORM IS FIT FOR A PARTICULAR PURPOSE, OR OF TITLE, MERCHANTABILITY, DATA LOSS, NON-INTERFERENCE WITH OR NON-INFRINGEMENT OR NO MISAPPROPRIATION OF ANY INTELLECTUAL PROPERTY RIGHTS, OR OF THE ACCURACY, RELIABILITY, OR QUALITY OF CONTENT IN OR LINKED TO THE PLATFORM. INTUIT AND ITS AFFILIATES AND SUPPLIERS DO NOT WARRANT THAT THE PLATFORM IS SECURE OR FREE FROM BUGS, VIRUSES, INTERRUPTION, ERRORS, THEFT, OR DESTRUCTION. IF THE EXCLUSIONS FOR IMPLIED WARRANTIES OR CONDITIONS DO NOT APPLY TO YOU, ANY IMPLIED WARRANTIES OR CONDITIONS ARE LIMITED TO 60 DAYS FROM THE DATE OF PURCHASE OR DELIVERY OF ACCESS TO THE PLATFORM, WHICHEVER IS SOONER. SOME PROVINCES DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES OR CONDITIONS, SO THE ABOVE EXCLUSIONS MAY NOT APPLY TO YOU. THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS, AND YOU MAY HAVE OTHER RIGHTS THAT VARY FROM PROVINCE TO PROVINCE.

INTUIT, ITS AFFILIATES AND SUPPLIERS DISCLAIM ANY REPRESENTATIONS OR WARRANTIES THAT YOUR USE OF THE PLATFORM WILL SATISFY OR ENSURE COMPLIANCE WITH ANY LEGAL OBLIGATIONS OR LAWS OR REGULATIONS.

INTUIT DOES NOT REPRESENT THAT THE PLATFORM AND/OR CONTENT WITHIN THE PLATFORM IS APPROPRIATE OR AVAILABLE FOR USE IN ALL JURISDICTIONS OR COUNTRIES. INTUIT PROHIBITS ACCESSING CONTENT FROM WITHIN COUNTRIES OR STATES WHERE SUCH CONTENT IS ILLEGAL. YOU ARE RESPONSIBLE FOR COMPLIANCE WITH ALL APPLICABLE LAWS PERTAINING TO YOUR USE AND ACCESS TO THE PLATFORM IN YOUR JURISDICTION.

WITHOUT LIMITING THE FOREGOING, INTUIT DOES NOT GIVE PROFESSIONAL ADVICE. UNLESS SPECIFICALLY INCLUDED WITH THE PLATFORM, INTUIT IS NOT IN THE BUSINESS OF PROVIDING LEGAL, FINANCIAL, ACCOUNTING, TAX, HEALTH CARE, REAL ESTATE OR OTHER PROFESSIONAL SERVICES OR ADVICE. CONSULT THE SERVICES OF A COMPETENT PROFESSIONAL WHEN YOU NEED THIS TYPE OF ASSISTANCE.

18. LIMITATION OF LIABILITY

Our liability is limited when it comes to issues you may encounter with our Platform.

IF YOU ARE A QUEBEC CONSUMER, THIS PROVISION IS NOT APPLICABLE TO YOU; PLEASE REFER TO SECTION 24.

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE ENTIRE LIABILITY OF INTUIT, ITS AFFILIATES AND SUPPLIERS FOR ALL CLAIMS RELATING TO THIS AGREEMENT SHALL BE LIMITED TO THE AMOUNT YOU PAID FOR THE SERVICES DURING THE TWELVE (12) MONTHS PRIOR TO SUCH CLAIM. SUBJECT TO APPLICABLE LAW, INTUIT, ITS AFFILIATES AND SUPPLIERS ARE NOT LIABLE FOR ANY OF THE FOLLOWING: (A) INDIRECT, SPECIAL, INCIDENTAL, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES; (B) DAMAGES RELATING TO FAILURES OF TELECOMMUNICATIONS, THE INTERNET, ELECTRONIC COMMUNICATIONS, CORRUPTION, SECURITY, LOSS OR THEFT OF DATA, VIRUSES, SPYWARE, LOSS OF BUSINESS, REVENUE, PROFITS OR INVESTMENT, OR USE OF SOFTWARE OR HARDWARE THAT DOES NOT MEET INTUIT SYSTEMS REQUIREMENTS. THE ABOVE LIMITATIONS APPLY EVEN IF INTUIT AND ITS AFFILIATES AND SUPPLIERS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. THIS AGREEMENT SETS FORTH THE ENTIRE LIABILITY OF INTUIT, ITS AFFILIATES AND SUPPLIERS AND YOUR EXCLUSIVE REMEDY WITH RESPECT TO THE PLATFORM AND ITS USE.

19. INDEMNIFICATION

If someone sues us because you used the Platform unlawfully or didn’t follow our rules, you will be responsible for any harm to us.

You agree to indemnify and hold Intuit, its affiliates and Suppliers harmless from any and all losses, damages, judgments, fines, costs and expenses (including legal fees) in connection with any claims arising out of or relating to your unlawful or unauthorized use of the Platform or violation of this Agreement (collectively referred to as “Claims”). Intuit reserves the right, in its sole discretion and at its own expense, to assume the exclusive defense and control of any Claims. You agree to reasonably cooperate as requested by Intuit in the defense of any Claims.

20. DISPUTES

In the event we are unable to resolve any dispute through an informal dialogue, a third-party arbitrator will help us resolve any disputes we might have, and any disputes will be resolved on an individual basis rather than as a class action, unless you are a Quebec Consumer.

If you are a Quebec Consumer, this provision is not applicable to you; please refer to Section 24.

TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, all disputes, controversies or claims in connection with this Agreement or breach thereof, shall be determined by arbitration administered by ICDR Canada in accordance with its Canadian Arbitration Rules. The number of arbitrators shall be one, the place of arbitration shall be the City of Toronto, Ontario, Canada and the language of the arbitration shall be English. The award by the arbitrator shall be final and binding on the parties and the arbitration process shall be confidential. Each party will be responsible for its own costs of arbitration. Any controversy or claim arising out of or relating to this Agreement, or the breach thereof, shall be brought in the parties’ individual capacity and not as a plaintiff or class member in any purported class or representative proceeding. This Section shall survive expiration, termination or rescission of this Agreement.

21. LANGUAGE

The English-language version of this Agreement controls unless you are a Quebec Consumer.

If you are a Quebec Consumer, this provision is not applicable to you; please refer to Section 24.

Any translation of this Agreement is done for local requirements and in the event of a dispute between the English and any non-English version, the English version of this Agreement shall govern.

Except in Québec, any translation of this Agreement is done for local requirements and in the event of a dispute between the English and any non-English version, the English version of this Agreement shall govern. In Québec, the French language version of this Agreement shall be equally authoritative.

22. GENERAL

22.1 Governing Law

The laws of the Province of Ontario govern this Agreement and any disputes that may arise, unless you are a Quebec Consumer.

If you are a Quebec Consumer, this provision is not applicable to you; please refer to Section 24. The Province of Ontario

and the federal laws of Canada govern this Agreement without regard to its conflicts of laws provisions. You agree to the exclusive jurisdiction of the Province of Ontario and the Courts of the Province of Ontario. The United Nations Convention on Contracts for the International Sale of Goods does not apply to this Agreement.

22.2 Export and Trade Restrictions

You are allowed to use the Platform under the laws of Canada and other applicable territories. The Platform shall not be exported to countries that are embargoed by the Canadian government.

You acknowledge that the Platform, including the mobile application, and the underlying software is subject to restrictions and controls imposed by the Export and Import Permits Act (Canada) and regulations under the Export and Import Permits Act as well as the U.S. export controls regulations administered by the U.S. Department of Commerce (15 CFR, Chapter VII) and that you will comply with all applicable laws and regulations. You will not export or re-export any part of the Platform, in violation of the Canadian and U.S. export administration laws and regulations, directly or indirectly. You further acknowledge that the underlying software may include technical data subject to such Canada and U.S. export regulations.

23.3 Force Majeure

Intuit’s performance is excused for Force Majeure events.

Any delay in or failure of performance by Intuit under this Agreement will not be considered a breach of this Agreement and will be excused to the extent caused by any occurrence beyond its reasonable control, including, but not limited to acts of God, power outages, failures of the Internet, or failures of banking or Payments Canada networks.

22.4 Waiver

If we waive some of our rights under this Agreement, it doesn’t mean we waive our rights in other circumstances.

Intuit’s failure to act or enforce any of its rights does not constitute a waiver of any of our rights. Any waiver by Intuit of any of the provisions in the Agreement must be made in writing and signed by a duly authorized officer of Intuit.

22.5 Entire Agreement; Severability

If a court voids a term of this Agreement, the other terms will not be affected.

This Agreement, including the Section B Terms below, is the entire agreement between you and Intuit regarding its subject matter and replaces all prior understandings, communications and agreements, oral or written, regarding its subject matter. If any court of law, having the jurisdiction, rules that any part of this Agreement is invalid, that section will be removed without affecting the remainder of the Agreement. The remaining terms will be valid and enforceable.

22.6 Assignment

You can’t transfer this Agreement or your right to use the Platform to someone else without our permission.

You may not assign your rights under this Agreement, under operation of law or otherwise, without Intuit’s consent. Any attempts to do so without Intuit’s consent will be null and void. Intuit may assign or transfer this Agreement without your consent to any party.

23. CONTACT INFORMATION

If you have any questions about the Platform or this Agreement, please contact Intuit support.

24. PROVINCE SPECIFIC TERMS

Certain terms in this Agreement are modified for Quebec Consumers.

If you are an individual residing in the Province of Quebec and you are not using the Platform for the purposes of a business (“Québec Consumers”), the following terms apply to you.

24.1 Disclaimer of Warranties The sole warranty applicable to this Agreement and the Platform is the legal warranty provided under the Civil Code of Québec and any warranty provided for under the Consumer Protection Act (Québec).

24.2 Limitation of Liability SUBJECT TO APPLICABLE LAW, INTUIT AND ITS SUPPLIERS ARE NOT LIABLE FOR ANY OF THE FOLLOWING: DAMAGES RELATING TO FAILURES OF TELECOMMUNICATIONS, THE INTERNET, ELECTRONIC COMMUNICATIONS, CORRUPTION, SECURITY, LOSS OR THEFT OF DATA, VIRUSES, SPYWARE, OR USE OF SOFTWARE OR HARDWARE THAT DOES NOT MEET INTUIT SYSTEMS REQUIREMENTS.

24.3 Changes The provisions relating to the Platform, the price and payment terms for the Platform, the party providing the Platform, renewal and termination rights, and any provision of the Intuit Global Privacy Statement may be modified or amended upon thirty (30) days prior written notice setting out (i) the new clause or the amended clause and the clause as it read formerly, and (ii) the date of the coming into force of the modification or amendment. If we do not allow you to maintain this Agreement unamended, you will have the right to terminate this Agreement thirty (30) days after the effective date of the modification or amendment.

24.4 Termination Termination of this Agreement by Intuit without default by you is only effective upon sixty (60) days’ prior written notice.

24.5 Governing Law This Agreement shall be governed by the laws of the Province of Quebec and the laws of Canada applicable therein. You agree to the exclusive jurisdiction of the Province of Quebec and the Courts of the Province of Quebec. You are accessing the Platform on your own initiative and you are responsible for compliance with all applicable laws.

24.6 Language This Agreement is available in both French and English language versions. The French version can be accessed by clicking here. You hereby confirm that you have requested that this Agreement and all related documents be drafted in English, that you have been provided with a French language version of this Agreement and that you have agreed to be bound by the English language version of this Agreement. La présente convention est disponible en français et en anglais. La version française est accessible en cliquant ici. Vous confirmez par la présente que vous avez demandé que la présente convention et tous les documents y étant afférents soient rédigés en anglais, que vous avez reçu une version française de la présente convention et que vous avez accepté d'être lié par la version anglaise de la présente convention.

In the event of a conflict or inconsistency between the terms in other sections of this Agreement and this Section 24, the terms of this Section 24 shall apply.

SECTION B TERMS

Last Updated September 6, 2023

IMPORTANT NOTICE:

Use Limitations: Your use of the Services (as defined in the Section A Terms) and described below are subject to the Section A Terms above and these Additional Terms and Conditions (“Section B Terms''). These Section B Terms will prevail over any conflict or inconsistency with the Section A Terms.

Personal Information: You can view Intuit’s Global Privacy Statement provided with the Software and on the website for the Software. You agree to the applicable Intuit’s Global Privacy Statement, and any changes published by Intuit. You agree that Intuit may use and maintain your data according to the Intuit’s Global Privacy Statement, as part of the Software. This means that Intuit may use your personal information to improve the Software or to design promotions and to develop new products or services for you, including developing insights about you and others whose personal information you may input into the Software and for analysis to improve, design and/or develop the Software. When you use the Software to enter the personal information of another, you agree that you have the rights and/or permissions to do so. Intuit is a global company and may access or store personal information in multiple countries, including countries outside of your own country to the extent permitted by applicable law.

As such, some personal information, including tax returns from Tax Year (defined in Part B, Section 3.2 below) may be accessed or shared within Intuit and stored in countries outside of your country to the extent permitted by applicable law. 'Tax return information' excludes non-personally identifiable information concerning your use of the Intuit tax products – e.g. which screens you viewed.

Intuit will follow internally set guidelines and use care in the disposal, destruction, or de-identification of personal information to prevent unauthorized parties from gaining access to personal information.

1. SERVICES

The Agreement governs your use of 2023 TAX YEAR INTUIT PROFILE TAX SOFTWARE

2023 Tax Year Intuit ProFile Tax Software (the “Software”) is a professional tax preparation software that enables the preparation and filing of personal and business tax returns with the CRA. The Software includes but is not limited to OnePay, ProFile 20, and other bundles, packages or suites. For example, OnePay supports T1, T1/P1, T2, T2/CO17 and T3/TP646; ProFile 20 only supports T1 and T1/TP1; and unlimited modules support T1, T1/PT1, T2, T2/CO17, T3, TP646, FX, FXQ, T1-T2 bundles, Federal Suites (T1, T2, T3 &FX) and Quebec Suites (T1/TP1, T2/CO17, T3/T646 and FX/Q). If you elect to use the Software the following additional terms in this Section B apply.

2. LICENSE KEY

2.1 The Software requires a valid license key (“License Key”) to install and run the Software and a trial version of the Software. The Trial version of the Software is available for a limited evaluation period and does not include print and e-file functionality.

2.2. When you order the Software, License Key will be delivered to you by Intuit as outlined below:

i. You will receive an email from Intuit if you order the Software online or download a trial version; or
ii. You can contact Intuit at 1-888-336-4963 (English) or 1-888-233-5021 (French) to purchase the Software.
To complete activation with the License Key, you will need to be online to activate the Software by selecting Help > Manage License from the ProFile menu.

2.3 If the Software is delivered by electronic transmission, the Software shall be deemed delivered on the date that Intuit makes the Software available for you to download.

2.4 If you have purchased the right to use the Software and decide to evaluate one or more other ProFile applications, you will need to be online and enter the associated trial License Key by selecting Help > Manage License from the ProFile menu.

2.5 Please contact Intuit by calling 1-800-452-9970 in order to resolve any problems you may encounter when installing the ProFile Software.

3. LICENSE GRANT AND RESTRICTIONS OF USE

3.1 Softway may on be installed and used at the single physical location designated as your primary business firm address indicated in the Software and designated in Intuit’s records (the primary firm address is referred to as the “Licensed Location”).

Additionally, Intuit offers additional Software licenses:

a. OnePay. OnePay licenses allow a single user to prepare and print a single federal and related provincial tax return. No multiple-user site license is available for OnePay. Under a single user license, one user can load the Software onto one computer for use solely by that licensed user at one Licensed Location. Returns for additional clients may be prepared after paying another OnePay license fee for each additional tax return. Obtain a OnePay license from within ProFile, by selecting to open a new return. If you do not have a ProFile License for the type of file selected, you will need to connect to our website where you may purchase a OnePay License online. There is no OnePay license option for ProFile FX or ProFile FX/Q. OnePay License purchased after June 6, 2023, requires ProFile version 2023.4.8 or later.
b. Additional ProFile Licenses. A ProFile License entitles you (and/or your additional authorized users up to the number of additional licenses you purchase), to access and use the Software on a computer (or number of computers corresponding to the number of additional licenses purchased) to prepare an unlimited number of tax returns at one Licensed Location. Use or attempted use of the Software or this license by you or by multiple or additional users beyond the maximum number permitted by the license or additional user licenses purchased or location other than the Licensed Location is strictly prohibited. Additional users and licenses may be added on a tiered pricing basis. Refer to https://profile.intuit.ca/ for more information.
c. Trial License. The Software may be downloaded from our website (www.profile.intuit.ca) for evaluation purposes for a specified trial period. A Trial License Key will be sent by email. Under a Trial License, one user can load the Software onto one computer for the sole purpose to assess the Software. Trial License and trial Software does not include print and e-file functionality for returns.

3.2 The Software relates to 2023 Tax Year or corresponding Service Period (defined in Section 7.2 below) and access to software or programs for any subsequent Tax Years or Service Period requires a separate end user license agreement and payment of the then-current license or applicable subscription fee. As used in this Agreement, “Tax Year” means the year for which income and expenses are reported using the Software. For example, a tax return is typically filed in the current calendar year to report income and expenses for the immediately preceding year or prior Tax Year(s). Intuit, in its sole discretion, determines the tax forms to be included in the Software. For any forms that are considered optional by the taxing authority, Intuit will determine whether to provide such forms, at its discretion. Certain optional forms may not be provided in the Software.

3.3. Intuit shall have the right at any time, at its sole and absolute discretion, to change or add to the terms of this License Agreement at any time and to change, modify, add, delete, discontinue or impose conditions on any feature or aspect of the Software or its use or the Profile Services (defined in Section 7.1 below), including internet based services, pricing, technical support options, and other product-related policies, or Software or Profile Services operating interfaces, or the hardware and computer system specifications necessary to operate the Software or Profile Services, upon notice by any means Intuit determines in its sole discretion to be reasonable, including sending you an email notification or posting information concerning any such change, modification, addition, deletion, discontinuance or conditions in the Software or any Intuit sponsored website, including https://profile.intuit.ca/.

3.4 Restrictions: You are not licensed or permitted under this License Agreement to (and you agree you will not) do any of the following: (a) Install the Software on computers that are accessible to more than the number of users authorized by your Software License from the Types of ProFile Software Licenses in Section 3.1 above; (b) Make the Software available on any file-sharing or application hosting service; (c) Remove, obscure, or alter any Intuit patent, copyright, trademark or other proprietary rights notices.

3.5 Any person who received the Software through any of the prohibited methods set forth in this Agreement, or through any method other than purchasing a license to use the Software from Intuit or an Intuit authorized reseller, is not authorized to use such Software.

3.6 If you violate any of the terms in this Section, your license to use the Software under this Agreement may be terminated by Intuit in its sole discretion.

4. YOUR RESPONSIBILITIES; USE OF YOUR PROFILE DATA

Your Responsibilities. (a) determining whether the Software will achieve the results you desire; (b) procuring, installing and operating the recommended computer and operating system to run the Software;(c) providing a proper environment and proper utilities for the computer on which the Software operates (including in many cases Internet access for Third Party Services and other services);(d) ensuring that you and your personnel have adequate training to operate the computer and are familiar with the accounts and records that serve as input and output for the Software; and (e) establishing adequate operational backup provisions in the event of a defect or malfunction that renders the Software or the computer system on which it runs non-operational.

4.2. Use of Your Profile Data. The Software is a web-enabled desktop product that requires Internet connectivity to enable activation, deliver product updates and features, messages, service information, and help content. With consent obtained within the product, we may also collect data about you and your use of the Software. This data helps us determine where the Software is most effective and what Intuit Services help you manage your business most effectively. In addition, if you elect to use online products available in or with the use of the Software, data will be collected and used in accordance with Intuit’s Global Privacy Statement. You give Intuit permission to combine any of this identifiable and non-identifiable information with that of other users of the Software and/or other Intuit Services. For example, Intuit may use your and other users’ data to improve, design, or develop the Software or other Intuit products and services (as described above).

5. WARRANTIES

5.1 Limited Warranty. For a period of sixty (60) days from the date that you receive the Software license and Documentation, Intuit warrants that:

(a) Until December 15 of the calendar year in which a T1 return for the applicable Tax Year is required to be filed and pursuant to your authorized use of the Software, Intuit warrants that the ProFile T1 and ProFile T1/TP1 Software will calculate your federal tax return accurately. If the CRA assesses a higher amount of tax payable than ProFile T1 or ProFile T1/TP1 calculated, you may be entitled to a full refund provided that the discrepancy was solely the result of a calculation error on a form prepared using the Software and not a result of, among other things:

your failure to enter all required information accurately;

your negligent, willful, or fraudulent omission of pertinent information, or your inclusion of inaccurate information on the affected tax return;

your misclassification of information on the tax return;

your failure to install ProFile updates on a timely basis;

your failure to enter information according to workaround solutions that address known issues in the Software which Intuit communicates to you by email or through the process of software updates; or,

your failure to file an amended tax return to avoid or reduce your interest charges after Intuit announced updates or corrections to the Software that would have allowed you to file an amended tax return before the filing deadline.

(b) To request remedy related to the limited warranty in this Section 5.1, you must submit a claim by the earlier of the following dates: December 15 of the calendar year in which the relevant Tax Year return was required to be filed or forty-five (45) days from the date on the CRA Notice of Assessment related to a ProFile miscalculation as described in 5.1(a), above. Your written notice must include a copy of the CRA Notice of Assessment, a hard copy of the re-assessed tax return, and an electronic copy of the impacted tax return data files. By filing such a claim, you agree to provide Intuit with any relevant data files, as well as any materials you used to evaluate and verify your client's claim. Further, you authorize employees of Intuit to review these files.

You are responsible for adhering to applicable privacy legislation, including (but not limited to) ensuring you have obtained your client’s permission to allow Intuit to review his or her personal tax information. Intuit is not responsible for paying any additional tax liability owed to the CRA, above and beyond the specified interest charges. You are responsible for providing assistance and additional information as reasonably requested by Intuit to fulfill its limited warranty obligation.

In the case that your claim is substantiated, we will pay the interest charged due to the discrepancy, up to the amount of your License fee for the ProFile T1 or ProFile T1/TP1 Software used to file the return. The total remedy

for multiple claims you may submit pursuant to the remedy available for the limited warranty provided in Section 5.1(a) cannot exceed the amount prescribed in this paragraph.

If you obtained the Software by downloading it onto your computer, and the Software did not install properly, please try to download and install it again. For answers to common installation questions, go to the Intuit support website. If you do not find a solution to your problem, contact Intuit Technical Support at 1-800-452-9970.

6. IMPORT SERVICES

The Software may include a feature that allows you to import certain tax-related information from participating accounting software, payroll processors, financial or other institutions (the "Import Services"). If the Import Services are available and you choose to use them, you are responsible for verifying the accuracy of the information that is imported. Intuit bears no responsibility for this information. Should you take advantage of the Import Services, your relationship concerning the Import Services will be with the applicable information providers, and Intuit disclaims all liability that might arise from your use of the Import Services.

7. PROFILE SERVICES AND LICENSEES; SERVICE PERIOD

7.1. Profile Services and Licensees.

The term, “Profile Services” means all and any portion of the services that support the Software and are made available to Licensees during the Service Period (defined below), including all Intuit and third party programs and features offered as part of updates for the Profile Services, and any other related online or connected services, content, programs, or portion(s), that are posted on the website for the Software or otherwise made available as part of the Profile Services in the Service Period (defined below). Some or all of the Profile Services may involve or require the payment of subscription or additional fees. Profile Services are available when filing with governmental agencies during the Service Period, which is usually the then-current calendar year immediately following the applicable Tax Year. The Profile Services are provided by Intuit at its discretion and Intuit reserves the right to change all or any portion of the Profile Services at any time, which changes will be effective when posted on the website for the Software or when Intuit notifies Licensee by other means. Any access or use by you of the Profile Services from or with ProFile Software is subject to and governed by the terms of this Agreement.

For purposes of this Section, you are referred to as a “Licensee” if you are a user of the Software who has paid any applicable subscription or other fees and you are authorized and entitled to the benefits and use of the Profile Services during the Service Period (defined below).

7.2. Service Period.

The term, “Service Period” means the calendar year January 1, 2024 to December 31, 2024 for the 2023 Tax Year (defined in Section 3.2 above). Access to Software and all or portions of the Profile Services for the current Service Period may be available immediately after purchase and before the Service Period officially begins, including to Licensees who had access for the prior tax year and who have purchased a 2023 Tax Year Software license.

7.3. Technical and Product Support Services.

As part of the Profile Services, during the Service Period:

Technical and product support will be provided to Licensee by toll-free telephone, email, and chat consultation for use of the Software on the hardware and operating systems specified in the documentation for the Software. Intuit reserves the right to change the terms, conditions, features, and pricing of its technical support from time to time.

Software updates will be made available to Licensee, when and if Intuit makes such updates for the Software generally available to its other Software users. Updates will be offered or made available, at Intuit’s discretion as in-product Internet update or Internet download, and such updates (including patches, critical, or security updates) may not be available for all prior tax year versions of the Software. For clarity, “updates” do not include new derivations of the Profile Services that Intuit designates as new software products, programs, or services for which Licensee will be charged a separate license fee or, at Intuit’s election, major releases that include significant feature enhancements for which Licensee will be charged an incremental fee. Intuit shall have the right, at its sole discretion, to withhold the shipment of updates if Licensee is delinquent in the payment of any charges owed to Intuit.

8. BACKUP/DOCUMENT STORAGE SERVICES

In addition to primary copies of your client’s data stored by you at your location, Document Storage Services enables you to backup, store, and retrieve copies of your clients’ tax returns online for the duration of the current tax filing year, or otherwise as long as necessary for the identified purposes or as required by applicable law. In order for you to use the Document Storage Services, you must have Internet access. Data that you choose to transfer or backup to the Document Storage Services will be transmitted via the Internet and may be accessed or shared within Intuit and stored in countries in which Intuit operates, including in the United States, in accordance with applicable law. If you choose to use the Document Storage Services, you agree Intuit may store, use, host, and maintain any such Transferred Files or other files or data, in the United States consistent with this Agreement and Intuit’s Global Privacy Statement. Document Storage Services are provided by Intuit at its discretion and Intuit has the right to impose limitations on storage, and any access or use of the Document Storage Services by you from or with Software is also subject to and governed by the terms of this Agreement. Separate fees may apply. Intuit will follow its Global Privacy Statement and use care in the disposal, destruction, or de-identification of personal information to prevent unauthorized parties from gaining access to personal information.

i. In order for you to use the Document Storage Services, you must: (i) have registered select versions of the ProFile Software; and (ii) have Internet access. If you select the Document Storage Services, a copy of all or part of your company’s data files will be transferred via the Internet to Intuit’s servers (the “Transferred Files”); where you grant Intuit the right and license to (i) host and maintain the Transferred Files, (ii) use the Transferred Files consistent with this Agreement and Intuit’s Global Privacy Statement to, among other things, design and offer promotions, recommend products or services to you, provide ways for you to compare business practices with other users, or for any internal Intuit purpose, and (iii) use the Transferred Files to make the Profile Services available to you, (iv) reformat and manipulate the Transferred Files as reasonably necessary for the data to function with ProFile Software.

ii. You acknowledge and agree that Intuit has the right to impose limitations on storage, and/or the quantity, size, and format of the data or other Transferred Files permitted for upload to Intuit’s servers. Intuit reserves the right to change such limitations from time to time, and the changes will be effective when posted on the ProFile website or when we notify you by other means.

9. OTHER SERVICES

9.1 Intuit Link. Licensee can also use “Intuit Link” during the Service Period to collect information from its clients. Intuit Link provides Licensee with the ability to request documents from its clients and have them stored online for easy sharing and access by Licensee and client for the purpose of Licensee preparing its client individual 2023 tax return. In addition to the terms provided in this Agreement, use of Intuit Link by Licensee’s client will be subject to Intuit’s Terms of Service when they register for the Intuit Link service.

9.2 QuickBooks Payments. License can also use QuickBooks Payments during the Service Period. QuickBooks Payments provides Licensee the ability to send invoices and accept payments through several options and tools. QuickBooks Payments account subject to eligibility criteria, credit and application approval. Subscription to QuickBooks Online required. Additional fees may apply.

9.3 Intuit Sign. Intuit Sign is an optional fee-based Service that requires internet access to facilitate electronic signatures by you and with your clients. Intuit Sign requires current tax year Software including but not limited to personal (T1/TP1), corporate (T2/CO17) or trust (T3/TP646) ProFile tax module and active Intuit account. You are responsible for properly configuring and using Intuit Sign, and taking appropriate steps to maintain security, protection, and backup of any client tax returns, documentation, or other information (collectively “Content”).

i. When you and/or your client(s) may choose to use Intuit Sign, which will allow users to electronically sign and/or certify that the Content submitted through the Software is true, correct, and complete to the best of your or their knowledge under penalty of perjury. Each time you and/or your client(s) choose to use Intuit Sign, each party expressly (i) affirms that he/she is able to access and view the Content he/she is electronically signing in Intuit Sign; (ii) consents to conduct business electronically with respect to the transaction contemplated; and (iii) agrees to the use of electronic signatures.

ii. Enforceability of electronic signatures varies by jurisdiction. Intuit Sign functionality has been designed to meet compliance requirements, but Intuit does not claim that electronic signatures will be legally binding per any governmental or other tax agency standards, and you and/or your clients are advised to determine applicability to your situation and ensure compliance with applicable federal, provincial, and local laws.

ii. Intuit is not a party to any Content processed through Intuit Sign, makes no representation or warranty regarding the transaction sought to be affected by Intuit Sign and has no responsibility or liability with respect to the content, validity, or enforceability of any electronic signature, nor is it responsible or liable for any matters or disputes arising from the submission of any of your or your clients’ Content made available through the Service. If required by federal, provincial, or local law, you are solely responsible for obtaining physical documents containing your clients’ Information and Intuit has no responsibility or liability with respect to such physical documents.

10. THIRD PARTY NOTICES

10.1 CefSharp and SharpGL

The MIT License (MIT)

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The software is provided "as is," without warranty of any kind, express or implied, including but not limited to the warranties of merchantability, fitness for a particular purpose and non-infringement. In no event shall the authors or copyright holders be liable for any claim, damages or other liability, whether in an action of contract, tort or otherwise, arising from, out of or in connection with the software or the use or other dealings in the software.

10.2. MVVM Light libraries

The MIT License (MIT)

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS," WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

10.3. NewtonSoft.Json

The MIT License (MIT)

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS," WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES, OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT, OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

10.4 RESTSharp and Prism

Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0

Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.

10.5 NLog

10.6 Spire.Doc for .NET

10.7 CefSharp

Neither the name of Google Inc. nor the name Chromium Embedded Framework nor the name CefSharp nor the names of its contributors may be used to endorse or promote products derived from this software without specific prior written permission.

THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

10.8 dahall/TaskScheduler

THE SOFTWARE IS PROVIDED "AS IS," WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.