Acceptable Use Policy

This policy sets out what you may and may not do with TaxSort. It forms part of our Terms of Service; if you breach it, we may suspend or terminate your account under clause 11 of the Terms.

1. Lawful purpose

You may use TaxSort only to categorize bank statements and prepare working papers for South African tax submissions. You may not use it for:

• Money-laundering screening, KYC, or any other regulated activity TaxSort is not designed for.
• Categorizing data that doesn’t belong to you or your clients (e.g. statements obtained without the account-holder’s consent).
• Generating false or misleading documentation to be submitted to SARS.

2. Authorisation to upload

You confirm that for every statement you upload, you have the legal right to process the information on behalf of the relevant client — either as their appointed tax practitioner, with their written instruction, or under another lawful basis under POPIA.

3. Service integrity

You will not:

• Attempt to circumvent rate limits, plan limits, or paywalls.
• Probe for security vulnerabilities outside our responsible-disclosure programme (see Security page).
• Use automated tools to scrape, mirror, or download data at scale.
• Upload malware, executable code, or PDFs with embedded scripts intended to compromise the service.
• Run load tests against the production environment without prior written agreement.

4. AI usage

The AI categorization is a tool, not an authoritative source. You will not:

• Submit a tax return based on TaxSort output without practitioner review.
• Attempt to prompt-inject the AI via transaction descriptions or filenames.
• Use AI suggestions to make claims you know to be false.

5. No competing use

You will not use the Service to develop, train, or improve a product that competes with TaxSort, including by scraping category mappings, exporting our SARS-code roll-up logic, or copying our review workflow.

6. Account hygiene

• One natural person per account. Don’t share credentials between team members; create separate accounts (if your plan allows) or contact us for firm-level pricing.
• Keep your contact email current — it’s the channel we use for security notices.
• Sign out from shared devices.

7. Reporting abuse

If you become aware of someone else using TaxSort in breach of this policy, email legal@taxsort.co.za with as much detail as you can share.

8. Enforcement

Material breach may result in suspension, termination, or both, with or without refund depending on severity. We may also report criminal conduct to SAPS or to the Information Regulator.