Legal

Cascade Terms of Service

Last updated: September 2026

These terms are an agreement between Cascade Tax Technologies, Inc. (“Cascade,” “we”) and the accounting firm or other organization using our services (“you” or “your firm”), including each person your firm authorizes to use them. By creating an account or using the services, you agree to these terms and to our Privacy Notice. If you accept these terms on behalf of a firm, you represent that you have authority to bind it. If your firm has signed a separate written agreement with us, that agreement controls where the two conflict.

1. What the services are

Cascade provides software for preparing partnership tax returns, partner allocations, and K-1s. The services may include AI-assisted features that read documents, suggest calculations, or draft outputs. We may add, change, or remove features as the product develops.

2. Accounts and authorized users

Your firm is responsible for the people it gives access to, for keeping login credentials confidential, and for everything done under its accounts. Each user must use their own login. Tell us right away at info@cascade.tax if you suspect unauthorized access.

3. Your data

Your firm or its clients retain all rights in the documents and data your firm uploads (“customer data”); Cascade claims none. We use customer data only to provide, support, and secure the services for your firm, and as described in our Privacy Notice. We do not use customer data to train AI models. We may use de-identified information about how the services are used, but not the contents of customer data, to operate and improve the services.

We receive tax return information solely to assist your firm in preparing returns and use it for no other purpose. We acknowledge that we are subject to IRC Sections 7216 and 6713 with respect to that information. Your firm is responsible for any client consents required under applicable law, including for uses you direct beyond return preparation.

We will keep customer data confidential, protect it with administrative, technical, and physical safeguards appropriate to its sensitivity (including encryption in transit and at rest), and notify you without undue delay if we confirm a security incident affecting your customer data. On request, we will give you a reasonable way to export customer data; after your account ends, we delete it on the schedule described in the Privacy Notice.

4. Service providers

We use third-party providers to run the services, including cloud hosting, authentication, communications, security, and AI model providers. By using the services you authorize us to use these providers to process customer data on our behalf. We are responsible for their handling of customer data under our agreements with them, and we will tell you before adding a provider that changes how customer data is processed.

5. Your responsibilities and acceptable use

The services help tax professionals do their work; they do not replace professional judgment. Your firm remains responsible for reviewing all outputs, for the accuracy and filing of every return, and for complying with applicable law and professional standards. You agree not to: use the services to break the law; share access with people outside your firm; attempt to access other customers’ data or our systems without authorization; copy, resell, or reverse engineer the software; or use the services to build a competing product.

6. AI features

AI-assisted features can make mistakes. Outputs are suggestions for a qualified preparer to review, not tax advice and not a guarantee of correctness. You decide whether and how to rely on them.

7. Our intellectual property

We own the software, the services, and everything in them other than customer data. You get a limited, non-exclusive, non-transferable right to use the services for your firm’s own tax work during your subscription or pilot. If you send us feedback or suggestions, we may use them without obligation to you.

8. Early access and warranty

The services are early-stage and may be offered on a pilot or early-access basis. We aim to keep the services available and will let you know about planned maintenance and significant outages, but the services are provided “as is” and “as available.” To the fullest extent permitted by law, we disclaim all warranties, express or implied, including fitness for a particular purpose and non-infringement.

9. Limits on liability

To the fullest extent permitted by law, Cascade will not be liable for indirect, incidental, consequential, or punitive damages, or for lost profits, penalties, or interest arising from any return prepared or filed using the services. Our total liability under these terms is limited to the amounts your firm paid us in the twelve months before the claim, or $1,000 if you have not paid us anything.

10. Fees

If your firm is on a paid plan, fees, billing, and payment terms are set in your order form or written agreement. Pilot and early-access use may be free of charge for the period we agree with you.

11. Suspension and termination

Either party may end this agreement on written notice. We may suspend or end access if these terms are violated, if required by law, or to protect the security of the services. After termination, your right to use the services ends and Sections 3, 7, 8, 9, and 13 continue to apply.

12. Changes to these terms

We may update these terms. We will post the updated version with a new date and notify customers of material changes. Continued use after the effective date means you accept the updated terms.

13. Governing law and disputes

These terms are governed by the laws of the State of Delaware, without regard to its conflict-of-laws rules. Either party may seek relief in the state or federal courts located in Delaware.

14. Contact