User Agreement
Last updated: October 20, 2026
This User Agreement (the “Agreement”) is between ProCharted Inc. (“ProCharted”, “we”, “us”) and the firm or person that signs up for ProCharted (“Customer”, “you”). It covers your use of the ProCharted practice-management application and related services (the “Service”). By creating an account, starting a trial or using the Service, you agree to this Agreement. If you sign up for a firm, you confirm that you can bind that firm.
1. Your account
- You must give accurate information and keep it up to date.
- You’re responsible for your users: who you invite, the permissions you give them, and keeping sign-in details private.
- Tell us right away at support@procharted.com if you think your account has been used without permission.
2. Free trial
New customers can try the Service free for 14 days, without a credit card. At the end of the trial, you can choose a paid plan. If you don’t, we may suspend the account and later delete trial data.
3. Plans, fees and payment
- Fees are charged per user, monthly or yearly, at the prices shown on our Pricing page or in your order. There are no per-client fees.
- Seasonal users may be added at no extra cost during the period shown on the Pricing page.
- Subscriptions renew automatically for the same period unless you cancel before the renewal date. Payments are processed by our payment provider.
- Fees are exclusive of taxes, which you pay where they apply.
- We may change prices with at least 30 days’ notice. Changes apply from your next renewal.
- If a payment fails and isn’t fixed after notice, we may suspend the Service until it is.
4. Cancellation and refunds
You can cancel at any time. Cancellation takes effect at the end of your current billing period, and you keep access until then. Fees already paid are not refundable, except where the law requires it.
5. Your data
- You own your data. Everything your firm adds to ProCharted (client records, files, notes, time, invoices) remains yours (“Customer Data”).
- You give us permission to host, process and display Customer Data only as needed to provide, secure and support the Service for you.
- You’re responsible for having the right to add Customer Data, including any consents your clients need to give, and for meeting your own professional and privacy obligations.
- Customer Data is hosted in Canada. We handle personal information as described in our Privacy Policy.
- Before your account closes, you can ask us to export your data. After closing, we delete Customer Data within 30 days, unless the law requires us to keep it. Backup copies are removed as our regular backup cycle runs.
6. Acceptable use
You agree not to:
- use the Service for anything illegal, fraudulent or harmful, or to send spam;
- upload malware or try to break, overload or get around the Service’s security or limits;
- access another firm’s data, or share accounts in a way that avoids paying for users;
- copy, resell or reverse-engineer the Service, except where the law allows it.
We may suspend accounts that break these rules or put the Service or other customers at risk. Where possible, we’ll tell you first.
7. Connected services
The Service can connect to other services, such as your Microsoft email account and QuickBooks Online. Your use of those services is governed by their own terms. When you connect one, you allow us to exchange data with it to make the feature work. We aren’t responsible for third-party services, or for changes they make that affect a connection.
8. Availability and support
We work to keep the Service available and secure, but it may sometimes be unavailable for maintenance, updates or reasons outside our control. Support is included with every plan; contact us at support@procharted.com. We regularly add and improve features and may change or retire features, without materially reducing the core Service during your paid period.
9. Our property
ProCharted owns the Service, including its software, design and content. We give you a non-exclusive, non-transferable right to use it for your firm’s internal business during your subscription. If you send us feedback or ideas, we may use them without any obligation to you.
10. Confidentiality
Each of us will keep the other’s non-public information confidential, use it only for this Agreement and protect it with reasonable care. This doesn’t apply to information that is public, already known, independently developed or that must be disclosed by law.
11. Warranties and disclaimer
We will provide the Service with reasonable skill and care. Apart from that, the Service is provided “as is” and “as available”. The Service helps you organize your work, but you remain responsible for your professional work, including meeting filing deadlines and checking the accuracy of returns, invoices and other output.
12. Limitation of liability
To the extent the law allows, neither of us is liable for indirect, incidental, special or consequential damages, or for lost profits, revenue or data, even if warned they could happen. Our total liability under this Agreement is limited to the fees you paid us in the 12 months before the claim. These limits don’t apply to your payment obligations or to either party’s fraud or wilful misconduct.
13. Indemnity
You will defend and compensate us for claims by third parties arising from Customer Data or from your breach of section 6 (Acceptable use).
14. Ending this Agreement
Either of us may end this Agreement if the other seriously breaches it and doesn’t fix the breach within 30 days of notice. Sections that by their nature should survive (such as fees owed, your data, confidentiality and limits of liability) continue after it ends.
15. General
- This Agreement is governed by the laws of British Columbia and the federal laws of Canada that apply there. The courts of British Columbia have jurisdiction.
- We may update this Agreement. We’ll post the new version here and, for important changes, notify account owners at least 30 days before they apply. Continuing to use the Service after that means you accept the changes.
- You may not transfer this Agreement without our consent, except as part of a sale of your firm. We may transfer it as part of a merger or sale of our business.
- If any part is found unenforceable, the rest stays in effect. Not enforcing a right isn’t a waiver of it.
- This Agreement, together with the Privacy Policy and any order form, is the whole agreement between us about the Service.
16. Contact
ProCharted Inc.
501-3292 Production Way, Burnaby, BC V5A 4R4, Canada
support@procharted.com