Terms of Service

DocFlow provides software that helps accounting firms request, collect, track and process documents from their clients, including a secure client portal, automated reminders, AI-assisted data extraction, reporting, and optional integration with Xero. We may update, improve or change features from time to time.

You must be at least 18 years old and able to enter into a binding contract. You are responsible for the accuracy of your account information, for maintaining the confidentiality of your login credentials, and for all activity under your account. Notify us promptly of any unauthorised use.

• Paid plans are billed monthly in advance in Australian dollars (AUD) and are exclusive of GST unless stated otherwise.
• Payments are processed securely by Stripe. By subscribing, you authorise us to charge your nominated payment method on a recurring basis.
• Free trials, where offered, convert to a paid subscription unless cancelled before the trial ends.
• You may cancel at any time, effective at the end of your current billing period. Fees already paid are non-refundable except where required by law.
• We may change pricing on reasonable prior notice; changes take effect at your next billing cycle.

You agree not to misuse the Service, including by: uploading unlawful, infringing or malicious content; attempting to gain unauthorised access; interfering with the Service’s operation or security; or using the Service to send spam or violate any applicable law, including the Spam Act 2003 (Cth). We may suspend or terminate accounts that breach these Terms.

You retain ownership of the data you and your clients submit (“Customer Data”). You grant us a limited licence to host and process Customer Data solely to provide the Service. As the firm using DocFlow, you are the data controller for your clients’ information and are responsible for having a lawful basis to collect it and for complying with applicable privacy laws. Our handling of personal information is described in our Privacy Policy.

The Service, including its software, design, and branding, is owned by DocFlow and protected by intellectual property laws. These Terms do not grant you any rights in our intellectual property except the limited right to use the Service in accordance with these Terms.

The Service may integrate with third-party products such as Xero. Your use of those products is governed by their own terms and privacy policies. We are not responsible for third-party services, and connecting them is at your discretion and direction.

We aim to keep the Service available and reliable but do not guarantee uninterrupted access. The Service may be temporarily unavailable for maintenance, updates, or factors beyond our control.

The Service is provided “as is”. To the extent permitted by law, we disclaim all warranties not expressly stated in these Terms. DocFlow is a document-collection tool and does not provide accounting, tax, financial or legal advice; you remain responsible for your professional obligations to your clients.

To the maximum extent permitted by law, DocFlow will not be liable for any indirect, incidental or consequential loss, or loss of data, profits or revenue. Our total liability arising from or in connection with the Service is limited to the amount you paid us in the 12 months before the event giving rise to the claim. Nothing in these Terms excludes rights or guarantees that cannot be excluded under the Australian Consumer Law.

You agree to indemnify DocFlow against claims, losses and costs arising from your breach of these Terms, your misuse of the Service, or the Customer Data you submit.

You may stop using the Service and cancel at any time. We may suspend or terminate your access if you breach these Terms or fail to pay fees due. On termination, your right to use the Service ends; we may delete your data after a reasonable period, subject to legal retention requirements.

These Terms are governed by the laws of Victoria, Australia, and you submit to the non-exclusive jurisdiction of the courts of Victoria.

We may update these Terms from time to time. The “last updated” date reflects the current version, and continued use of the Service after changes constitutes acceptance.

Questions about these Terms? Contact support@docflow.au.