1. Acceptance of Terms
These Terms of Service ("Terms") govern your use of the AiroTax web application (the "Service"), available at app.airotax.com, and the AiroTax marketing website at airotax.com. By creating an account or otherwise expressly agreeing to these Terms, you enter into a binding agreement with Amal & Company. If you are using the Service on behalf of an organization, you represent that you have the authority to bind that organization to these Terms.
If you do not agree to these Terms, do not create an account or use the Service.
2. Description of Service
AiroTax is an accounting collaboration platform that:
- Provides a unified portal for accounting firms to manage clients, tasks, and documents.
- Connects to QuickBooks Online and QuickBooks Desktop to sync financial data (transactions, reports, customer/vendor/employee lists).
- Enables per-task chat communication between accountants and clients.
- Supports W9 form requests and submissions directly through the portal.
- Syncs tasks with Airtable for workflow integration.
- Provides role-based access control — firm owners, accountants, staff, and client users each see only what they are authorized to access.
- Supports bulk client import via Excel for efficient onboarding.
The Service is provided on a subscription basis with defined feature availability and usage limits. See Section 4 for details.
3. Eligibility
You must be at least 18 years old to use the Service. By creating an account, you represent that you are of legal age and that the information you provide is accurate, complete, and current. You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account.
4. Subscriptions and Billing
4.1 Subscription Plans
AiroTax is offered through subscription tiers with defined features, usage limits, and pricing. The specific features, limits, and prices for each tier are displayed during the signup flow or communicated by our team, and are incorporated into these Terms by reference. Your use of the Service is subject to the limits of the tier you select.
We may introduce new tiers, retire existing tiers, or adjust limits and pricing. Changes to your current plan will be communicated with at least 30 days' notice and will take effect at the start of your next billing cycle.
4.2 Billing and Payment
Paid subscriptions are billed in advance according to the billing cycle you select. By subscribing to a paid plan, you authorize us to charge your payment method on a recurring basis until you cancel. Prices are subject to change with 30 days' notice. Price changes will not affect your current billing cycle and will take effect at the start of the next billing period.
4.3 Free Tier
AiroTax may offer a free tier with limited features. Free tier availability, features, and limits are displayed at the time of signup. We reserve the right to modify or discontinue the free tier with reasonable notice.
4.4 Cancellation
You may cancel your subscription at any time through your account settings or by contacting our support team. Cancellation takes effect at the end of your current billing period. You will retain access to the Service until that date. No refunds are provided for partial billing periods, except as required by law or as specified in our refund policy.
4.5 Usage Limits
Each subscription tier has defined usage limits. If you exceed these limits, the Service may throttle or block additional usage until the limit resets or you upgrade your plan. We reserve the right to suspend accounts that systematically abuse usage limits.
5. Acceptable Use Policy
You agree not to:
- Use the Service for any unlawful purpose or in violation of any applicable laws or regulations.
- Upload, transmit, or process any content that is illegal, harmful, threatening, defamatory, or infringes on intellectual property rights.
- Attempt to gain unauthorized access to any part of the Service, other accounts, or systems connected to the Service.
- Interfere with or disrupt the Service, servers, or networks connected to the Service.
- Reverse engineer, decompile, or disassemble any part of the Service, except as permitted by applicable law.
- Use the Service to build a competitive product or service.
- Resell, sublicense, or commercially exploit the Service without explicit written permission.
- Upload documents containing malware, viruses, or malicious code.
- Use automated means (bots, scrapers) to access the Service without prior written authorization.
6. User Content and Data
6.1 Your Data
You retain all ownership rights to the client records, task data, chat messages, financial data, W9 forms, and other content you upload to or generate through the Service ("User Content"). By using the Service, you grant us a limited, non-exclusive license to process, store, and transmit User Content solely for the purpose of providing the Service to you.
6.2 QuickBooks Data
When you connect a QuickBooks Online or QuickBooks Desktop company to AiroTax, you authorize us to access and sync financial data through Intuit's APIs or the QuickBooks Web Connector. You are responsible for ensuring you have the necessary authorization from the QuickBooks company owner to connect and sync that data. You may disconnect any QuickBooks company at any time through the AiroTax dashboard or your Intuit account settings.
6.3 W9 Form Data
W9 forms contain taxpayer identification numbers (TINs/SSNs) and other sensitive information. You are responsible for ensuring you have a legitimate business need and legal basis for requesting and collecting W9 forms from your clients. AiroTax provides the platform for form requests and submissions; you are responsible for compliance with applicable tax and privacy regulations regarding the collection and storage of W9 data.
6.4 Data Accuracy
You are responsible for the accuracy of data you enter into the Service. QuickBooks data synced through the Service reflects what is in your QuickBooks company file. AiroTax and Amal & Company disclaim liability for decisions made based on inaccurate or incomplete data, whether entered by you or synced from third-party services.
7. Third-Party Integrations
The Service integrates with third-party platforms including QuickBooks (Intuit) and Airtable. We are not responsible for the availability, accuracy, or practices of these third-party services. Your use of third-party integrations is subject to the terms and policies of those third parties. We do not control and are not liable for the data practices of Intuit, Airtable, or any other third-party service you connect to AiroTax.
8. Intellectual Property
The Service, including its software, design, logos, trademarks, and documentation, is the exclusive property of Amal & Company and is protected by copyright, trademark, and other intellectual property laws. These Terms do not grant you any right, title, or interest in the Service except the limited right to use it as described herein.
"AiroTax," the AiroTax logo, and "Amal & Company" are trademarks of Amal & Company. You may not use these marks without prior written permission.
9. Limitation of Liability
To the maximum extent permitted by applicable law:
- The Service is provided "as is" and "as available" without warranties of any kind, express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, or non-infringement.
- We do not warrant that the Service will be uninterrupted, error-free, or completely secure.
- In no event shall Amal & Company, its officers, employees, or agents be liable for any indirect, incidental, special, consequential, or punitive damages, including loss of profits, data, or goodwill, arising from your use of or inability to use the Service.
- Our total aggregate liability for any claims arising from these Terms or your use of the Service shall not exceed the amount you paid us in the twelve (12) months preceding the claim, or one hundred dollars ($100) if you have not made any payments.
Some jurisdictions do not allow the exclusion of certain warranties or the limitation of liability for certain damages. In such jurisdictions, our liability is limited to the maximum extent permitted by law.
10. Termination
We may suspend or terminate your access to the Service at any time, with or without cause, and with or without notice, if:
- You violate these Terms.
- Your payment method fails and you do not resolve the issue within a reasonable grace period.
- We discontinue the Service (with advance notice where feasible).
- Required by law or to protect the security or integrity of the Service.
Upon termination, your right to access the Service ceases immediately. We will retain your data for 30 days after termination to allow you to export it, after which it will be deleted in accordance with our Privacy Policy.
11. Changes to These Terms
We may modify these Terms at any time. Material changes will be communicated via email (to the address associated with your account) or through a prominent notice on the Service at least 30 days before they take effect. Your continued use of the Service after changes take effect constitutes acceptance of the updated Terms. If you do not agree to the updated Terms, you must stop using the Service and cancel your account before the changes take effect.
12. Governing Law and Disputes
These Terms are governed by the laws of the State of Delaware, United States, without regard to conflict of law principles. Any disputes arising from these Terms shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association, conducted in Dover, Delaware. Each party bears its own arbitration costs unless otherwise required by applicable law.
Notwithstanding the foregoing, either party may seek injunctive or equitable relief in a court of competent jurisdiction to protect its intellectual property rights or confidential information.
13. Miscellaneous
- Entire Agreement: These Terms, together with our Privacy Policy, constitute the entire agreement between you and Amal & Company regarding the Service.
- Severability: If any provision of these Terms is found unenforceable, the remaining provisions remain in full effect.
- Waiver: Our failure to enforce any right or provision does not constitute a waiver of that right or provision.
- Assignment: You may not assign or transfer these Terms without our prior written consent. We may assign these Terms without restriction.
- Force Majeure: We are not liable for delays or failures in performance resulting from causes beyond our reasonable control.
14. Contact
For questions about these Terms:
- Email: [email protected]
- Support: [email protected]
- Website: amalandcompany.com