Privacy Policy

Summary of Our Terms

When you use CountingWorks, you agree that:

Subscriptions – You’ll be billed monthly or annually. You can cancel anytime, but we don’t give refunds. Your access continues until the end of the term you paid for.
Your Data – We use best‑in‑class security and never sell your data. We do use it to personalize your experience and create recommendations with our MAX AI engine.
No Guarantees – We provide tools, education, and AI‑driven insights — but we don’t guarantee specific outcomes like rankings, revenue, or compliance results.
Disputes – If issues come up, we’ll try to resolve them with you directly. If needed, disputes will go to binding arbitration in Orange County, California, not court or class actions.

For the full details, read our Master Terms of Service, Privacy & Subscription Agreement below

Terms of Service, Privacy & Subscription Agreement

Effective Date: 09/15/2025
Company: CountingWorks, Inc.
Address: 2549 Eastbluff Drive, #448, Newport Beach, CA 92660
Contact: legal@countingworks.com
Entity Type: Delaware C Corporation

1. Acceptance of Terms

By accessing or using CountingWorks.com or any related platforms, applications, or services (collectively, the “Services”), you agree to be bound by this Master Terms of Service, Privacy & Subscription Agreement (the “Agreement”). If you do not agree, you may not use the Services.

2. Nature of Services

CountingWorks, Inc. provides technology platforms, AI‑powered automation (via our proprietary MAX engine), marketing solutions, and educational resources for tax, accounting, and advisory professionals. Some features may integrate with or rely on third‑party software or services. Use of third‑party services may be subject to their own terms and policies.

3. Subscriptions, Billing & Refunds

3.1 Plans

Monthly Subscription: Billed in advance, month‑to‑month.
Annual Subscription: Billed in advance for a 12‑month term.

3.2 Automatic Renewal

Subscriptions automatically renew for successive terms (monthly or annually) unless canceled prior to the renewal date.

3.3 Payment Authorization

You authorize CountingWorks, Inc. to charge your designated payment method for all fees, taxes, and charges.

3.4 Cancellations

Monthly Plans: You may cancel at any time. Access continues through the end of the paid month. No refunds are provided.
Annual Plans: You may cancel at any time. Access continues through the end of the paid annual term. No refunds are provided.

3.5 No Prorated Refunds

We do not offer refunds for partial use, early termination, or unused features.

3.6 Chargebacks

Initiating a credit card chargeback without first contacting CountingWorks for resolution constitutes a breach of this Agreement. Accounts subject to chargebacks may be suspended or terminated.

4. Data Collection & Use

4.1 Information We Collect

Contact and account information
Client and prospect information you provide or upload
Usage, cookies, and analytics data
Payment and billing details

4.2 How We Use Information

We use data to:

Deliver and personalize Services
Generate recommendations and messaging through MAX
Provide educational content and marketing automation
Improve platform security and performance
Comply with legal and regulatory obligations

4.3 Data Sharing

We may share data with:

Trusted third‑party vendors and integration partners
Service providers such as payment processors, hosting providers, and compliance tools
As required by law or valid legal process

We do not sell personal data to third parties.

5. Cookies & Tracking

We use cookies, pixels, and similar technologies to enhance user experience, analyze usage, and deliver personalized content. By using the Services, you consent to this use. You may disable cookies in your browser, though some features may not function properly.

6. Security

We employ best‑in‑class security practices, including encryption, monitoring, and restricted access controls. While we strive for full protection, no system is 100% secure. You acknowledge that you provide data at your own risk.

7. Service Delivery & Third‑Party Integrations

We use commercially reasonable efforts to ensure Service uptime and performance.
Occasional downtime or interruptions may occur due to updates, maintenance, or third‑party provider issues.
CountingWorks is not responsible for outages, failures, or non‑performance caused by third‑party software or providers.

8. Educational & Informational Disclaimer

All content and recommendations, including AI‑generated outputs via MAX, are for educational and informational purposes only. They do not constitute legal, tax, financial, or accounting advice. You remain solely responsible for compliance with applicable laws and standards and for exercising professional judgment.

9. Intellectual Property

All content, designs, software, AI outputs, and materials within the Services (other than user‑submitted content) are the exclusive property of CountingWorks, Inc. and protected by law. You may not copy, resell, sublicense, reverse engineer, or exploit our Services without express written consent.

10. User Responsibilities & Acceptable Use

You agree:

To provide accurate, lawful, and non‑infringing content.
Not to use the Services for illegal, fraudulent, harmful, or abusive purposes.
Not to upload viruses, malware, or disruptive code.
To comply with all professional, legal, and regulatory obligations applicable to your practice.

11. Disclaimers

The Services are provided “as is” and “as available.”
We make no warranties of merchantability, fitness for a particular purpose, or guarantee of business results.
CountingWorks disclaims liability for reliance on AI‑generated or automated content.

12. Limitation of Liability

To the maximum extent permitted by law:

CountingWorks, Inc. shall not be liable for indirect, incidental, special, or consequential damages.
Our aggregate liability shall not exceed the total fees paid by you in the twelve (12) months prior to the claim.

13. Dispute Resolution & Governing Law

13.1 Informal Resolution

You agree to first attempt to resolve disputes by contacting us at legal@countingworks.com.

13.2 Binding Arbitration

If a dispute cannot be resolved informally, it shall be resolved by binding arbitration in Orange County, California, under the American Arbitration Association rules.

13.3 Class Action Waiver

All disputes must be brought in your individual capacity, not as a plaintiff or class member in any purported class, collective, or representative proceeding.

13.4 Governing Law

This Agreement shall be governed by the laws of the State of California, without regard to conflicts of law, except as otherwise required by law.

14. Children’s Privacy

The Services are not directed to children under 13. We do not knowingly collect data from children.

15. Termination

We may suspend or terminate your access at our discretion for violations of this Agreement, security concerns, or unlawful activity.

16. Changes to Agreement

We may update this Agreement from time to time. The effective date above will always reflect the latest version. Continued use of the Services constitutes acceptance.

17. Contact Information

For questions or concerns:
CountingWorks, Inc.
2549 Eastbluff Drive, #448
Newport Beach, CA 92660
legal@countingworks.com

For information about our accessibility efforts, please see our Accessibility Statement.

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