Terms of Service

These Terms govern your use of TaxSort. They’re written to be readable; if anything is unclear, email legal@taxsort.co.za and we’ll explain.

1. Acceptance

By creating an account on TaxSort you agree to these Terms, our Privacy Policy, and our Acceptable Use Policy. If you are using TaxSort on behalf of a firm, you confirm that you have authority to bind that firm.

2. Definitions

• “Service” means the TaxSort web application and any tools, exports, and APIs we offer.
• “Practitioner Data” means data you or your team upload or create, including bank statements, categorizations, and Client Information.
• “Subscription Fees” means the recurring fees for your plan, exclusive of VAT where applicable.

3. Your account

You are responsible for keeping your credentials secure and for all activity under your account. Notify us immediately at security@taxsort.co.za of any suspected unauthorized use.

4. Acceptable use

The summary version: use the Service for lawful tax-categorization purposes, don’t upload data you have no right to process, and don’t try to break things. The full conditions live in the Acceptable Use Policy, which forms part of these Terms.

5. Fees and billing

Subscription Fees are payable monthly or annually in advance via the payment method on file. Plan limits (number of clients, transactions, AI processing) are enforced. Failure to pay may result in suspension until the account is brought current.

We may revise prices on at least 30 days’ written notice; existing pricing continues to the end of your current billing cycle. Any newly added paid features will be optional unless otherwise stated at the time of release.

6. Refunds and cancellation

You may cancel your subscription from your account settings at any time. Cancellation prevents future billing; we do not pro-rate refunds for partial monthly or annual periods. Where the Consumer Protection Act, 2008 (CPA) requires a refund (e.g. defective service, cooling-off rights under s44 for transactions concluded as a result of direct marketing), we will comply with the statutory rules.

If our service is materially unavailable for an extended period (say, more than 72 consecutive hours) and the cause is on our side, contact us and we will credit your account on a reasonable basis.

7. Practitioner Data

You retain ownership of your Practitioner Data. You grant us a non-exclusive, worldwide, royalty-free licence to process it solely to provide the Service and to comply with our legal obligations.

We process Personal Information (as defined in POPIA) in accordance with our Privacy Policy, which forms part of these Terms.

8. AI categorization disclaimer

TaxSort uses AI to suggest SARS categories for transactions. The AI is a tool to assist a qualified tax practitioner; it is not a substitute for your professional judgement.

You remain responsible for the accuracy of every tax return you sign off and submit to SARS. You must review every transaction before relying on it. We accept no liability for additional assessments, penalties, or interest levied by SARS on the basis of a transaction categorized by the AI without your review.

9. Intellectual property

The Service — including software, designs, AI prompts, category definitions, and trademarks — is and remains our property. You receive a non-exclusive, non-transferable right to use the Service for the duration of your subscription.

Excel exports, audit trails, and category mappings generated for your clients are yours to keep and share with SARS as working-papers; that’s the entire point of the product.

10. Warranties and liability

We provide the Service with reasonable skill and care. To the fullest extent permitted by law, all other warranties (express, implied, statutory) are excluded.

Our total aggregate liability for any claim arising from or in connection with the Service is capped at the Subscription Fees you paid us in the twelve months preceding the claim. We are not liable for indirect, consequential, special, or punitive damages, including lost profits or reputational harm.

Nothing in this clause limits liability for death or personal injury caused by our negligence, fraud, or any other liability that cannot be excluded by law.

11. Termination

You may cancel at any time from your settings. We may suspend or terminate your account for material breach with reasonable notice. On termination we will retain Practitioner Data for at least 30 days for export, after which it will be deleted in accordance with our retention schedule in the Privacy Policy.

12. Confidentiality

We treat Practitioner Data and Client Information as confidential. We will not disclose it to third parties except: (i) to subprocessors listed in the Privacy Policy, (ii) where required by law or a valid SARS request, or (iii) with your written consent.

13. Governing law

These Terms are governed by the laws of the Republic of South Africa. The parties submit to the jurisdiction of the courts of South Africa, with the High Court of South Africa, Gauteng Division, Johannesburg, as the primary forum.

14. Changes

We may update these Terms. The “Last updated” date at the top reflects the most recent change. Material changes will be notified by email to your account address at least 14 days before they take effect. Continued use after the effective date constitutes acceptance.

15. Contact

John Swanepoel trading as TaxSort
Email: legal@taxsort.co.za