TallyDoc - Terms of Use

Last Updated: July 16, 2026

These Terms of Use (“Terms”) are entered into by and between you and Jaxen Commerce, LLC, doing business as Jax Software Systems (“Company,” “we,” or “us”), and govern your access to and use of TallyDoc.com and the TallyDoc application, including any content, functionality, and services offered on or through them (collectively, the “Service”), whether as a guest or a registered user.

Acceptance of the Terms

Please read these Terms carefully before you start to use the Service. By accessing or using the Service, you accept and agree to be bound by these Terms, together with any documents they expressly incorporate by reference, including our Privacy Policy and, for use of the application, our End User License Agreement (“EULA”). If you do not agree to these Terms, you must not access or use the Service.

Eligibility

The Service is offered and available to users who are 18 years of age or older. By using the Service, you represent and warrant that you are of legal age to form a binding contract with the Company and meet all eligibility requirements. If you do not meet all of these requirements, you must not access or use the Service.

Changes to the Terms

We may revise and update these Terms from time to time in our sole discretion. All changes are effective immediately when we post them, and apply to all access to and use of the Service thereafter. However, any changes to the dispute resolution provisions set out in Governing Law and Jurisdiction will not apply to any disputes for which the parties have actual notice on or before the date the change is posted. Your continued use of the Service following the posting of revised Terms means that you accept and agree to the changes.

Definitions

• Member — a person who maintains a TallyDoc account and, by keeping their subscription in good standing, is considered an active member.
• Inactive Member — a member who has discontinued their subscription. Inactive members retain access to view and edit documents they created while active, but cannot create new documents.
• Visitor — anyone who uses the Service without a Member account, with limited access to features and functionality.
• Subscription (or Membership) — the state during which a Member is granted full access to TallyDoc features by providing billing information and payment. A Subscription renews each billing cycle until the Member discontinues it.
• Discontinue Membership — deactivating your Subscription, converting your status to Inactive Member and cancelling recurring billing. An active Member may do this at any time.
• Renew Membership — an Inactive Member opting back in to reactivate their Subscription and restart the recurring billing cycle. An Inactive Member may do this at any time.
• Billing Cycle (or Billing Period) — the periodic (monthly) and recurring request for payment.
• Support — technical assistance provided to Visitors and Members by TallyDoc.

Accounts and Account Security

You agree to keep your access credentials (username and password) secure and confidential, and to immediately notify us of any unauthorized use of your account. You are responsible for all activity that occurs under your account. We may suspend or revoke access to accounts that are shared with unauthorized third parties, compromised, or used in violation of these Terms. We reserve the right to withdraw or amend the Service, and any service or material we provide, in our sole discretion and without notice, and we will not be liable if all or any part of the Service is unavailable at any time or for any period.

Subscriptions and Billing

Membership fees are billed on a subscription basis, in advance, on a recurring monthly Billing Cycle. At the end of each Billing Cycle your Subscription automatically renews under the same conditions unless previously cancelled by you or by us. Subscription fees are subject to change at our discretion; if fees change, we will provide advance notice, and any change will apply beginning with the following Billing Period rather than the one in which the change occurred.

A valid payment method is required to process payment for your Subscription. Subscription payments to TallyDoc are processed by Stripe; by subscribing, you agree to provide true, accurate, current, and complete billing information. If automatic billing fails for any reason, we will attempt to notify you and collect payment. If no payment is made, we reserve the right to suspend or deactivate your account.

Refunds

Subscription cancellations must be made by the user directly through the TallyDoc dashboard under the “Subscription” tab. All cancellations are processed effective at the end of the current Billing Cycle, and you retain access through that date. Monthly plans may be refunded at TallyDoc’s sole discretion, considered on a case-by-case basis. Annual plans are not eligible for a refund after 30 calendar days from activation (calendar days include weekends and holidays). Refund requests may be submitted for consideration through a support request.

Your Content and Data

You retain ownership of the customers, line items, amounts, and other content you create within TallyDoc (“Your Content”). You grant us a limited license to host, store, process, and transmit Your Content solely as necessary to provide and maintain the Service for you. You are solely responsible for the accuracy, quality, and legality of Your Content and for ensuring you have the right to provide any information you enter, including information about your own customers. Our handling of your information is described in our Privacy Policy.

Connected Payment Accounts and Third-Party Services

TallyDoc lets you connect your own payment provider account — such as Stripe, PayPal, Square, or QuickBooks Online — so that your customers can pay the invoices you send. When your customer pays an invoice, funds are processed directly through your own connected provider account. TallyDoc does not collect, hold, or disburse those funds, is not the merchant of record for those transactions, and does not charge a commission or take a share of the amounts your customers pay you. Payment processing fees, if any, are charged by the applicable provider at rates that are not set by TallyDoc.

Your use of any connected provider is governed by that provider’s own terms of service and privacy policy, and you are responsible for reviewing and complying with them. In the event a provider’s specific terms are inconsistent with these Terms, the provider’s terms control with respect to your use of that provider. TallyDoc makes no representations or warranties regarding, and is not responsible for, the quality, availability, legality, or performance of any third-party provider. Access to online payments, invoicing, and related financial services is provided by institutions other than TallyDoc, and you acknowledge that use of any third-party provider is at your own risk. You agree to hold harmless and release TallyDoc from any liability relating to your use of such third-party services. The provider terms below apply where you use the corresponding service:

• Stripe — https://stripe.com/legal
• PayPal — https://www.paypal.com/us/legalhub/useragreement-full
• Square — https://squareup.com/us/en/legal/general/ua
• Intuit QuickBooks — https://www.intuit.com/legal/terms/en-us/quickbooks/online/

AI Assistant

The Service may offer an optional in-app AI assistant. The assistant is provided for convenience on an “as is” basis and may produce inaccurate or incomplete responses; you should independently verify any output before relying on it. When you use the assistant, the messages you send and related context are processed to generate responses, including through a third-party AI provider, as described in our Privacy Policy. Do not submit information to the assistant that you do not wish to be processed for this purpose.

No Professional Advice

TallyDoc is an invoicing and estimating tool. It does not provide accounting, tax, legal, financial, or other professional advice, and nothing in the Service or generated by it should be relied upon as such. You are responsible for consulting qualified professionals regarding your own circumstances.

Intellectual Property Rights

The Service and its entire contents, features, and functionality (including all software, text, displays, images, and the design, selection, and arrangement thereof) are owned by the Company, its licensors, or other providers of such material, and are protected by United States and international copyright, trademark, patent, trade secret, and other intellectual property laws. These Terms permit you to access and use the Service for your own business or personal invoicing and estimating purposes in accordance with your Subscription and, for the application, the EULA. Except as expressly permitted, you must not reproduce, distribute, modify, create derivative works of, publicly display, republish, download, store, or transmit any of the proprietary materials of the Service, other than as follows:

• Your device may temporarily store copies of materials in memory incidental to your accessing and viewing them.
• You may store files that are automatically cached by your web browser for display enhancement purposes.
• You may print or download a reasonable number of pages of the website for your own reference, and not for further reproduction, publication, or distribution.
• If we provide desktop or other downloadable applications, you may download a single copy for your own use, provided you agree to be bound by our EULA.

You must not:

• Modify copies of any materials from the Service.
• Use any illustrations, photographs, video or audio sequences, or graphics separately from the accompanying text.
• Delete or alter any copyright, trademark, or other proprietary rights notices from copies of materials.

No right, title, or interest in or to the Service or any content on it is transferred to you, and all rights not expressly granted are reserved by the Company. Any use of the Service not expressly permitted by these Terms is a breach of these Terms and may violate copyright, trademark, and other laws.

Trademarks

“TallyDoc,” the TallyDoc logo, and all related names, logos, product and service names, designs, and slogans are trademarks of the Company or its affiliates or licensors. You must not use such marks without our prior written permission. All other names, logos, product and service names, designs, and slogans on the Service are the trademarks of their respective owners.

Prohibited Uses

You may use the Service only for lawful purposes and in accordance with these Terms. You agree not to:

• Use the Service in any way that violates any applicable federal, state, local, or international law or regulation, including laws regarding the export of data or software.
• Exploit, harm, or attempt to exploit or harm minors in any way.
• Impersonate or attempt to impersonate the Company, a Company employee, another user, or any other person or entity.
• Engage in any conduct that restricts or inhibits anyone’s use or enjoyment of the Service, or which may harm the Company or users of the Service or expose them to liability.
• Use the Service in any manner that could disable, overburden, damage, or impair it, or interfere with any other party’s use.
• Use any robot, spider, or other automatic device, process, or means to access the Service for any purpose, including monitoring or copying any material, without our prior written consent.
• Use any device, software, or routine that interferes with the proper working of the Service.
• Introduce any viruses, Trojan horses, worms, logic bombs, or other malicious or technologically harmful material.
• Attempt to gain unauthorized access to, interfere with, damage, or disrupt any part of the Service, the servers on which it is stored, or any connected server, computer, or database.
• Attack the Service via a denial-of-service or distributed denial-of-service attack.

Third-Party Links

The Service may contain links to third-party websites or services that are not owned or controlled by the Company. We are not responsible for the content, privacy practices, or terms of any third party. You are responsible for making yourself aware of, and complying with, the terms of service and privacy policies of any third parties whose platforms you choose to use.

Disclaimer of Warranties

You understand that we cannot and do not guarantee or warrant that files available for downloading from the internet or the Service will be free of viruses or other destructive code. You are responsible for implementing sufficient procedures and checkpoints to satisfy your requirements for anti-virus protection and accuracy of data input and output, and for maintaining a means external to the Service to reconstruct any lost data.

YOUR USE OF THE SERVICE, ITS CONTENT, AND ANY SERVICES OR ITEMS OBTAINED THROUGH THE SERVICE IS AT YOUR OWN RISK. THE SERVICE, ITS CONTENT, AND ANY SERVICES OR ITEMS OBTAINED THROUGH IT ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT ANY WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED. NEITHER THE COMPANY NOR ANY PERSON ASSOCIATED WITH THE COMPANY MAKES ANY WARRANTY OR REPRESENTATION WITH RESPECT TO THE COMPLETENESS, SECURITY, RELIABILITY, QUALITY, ACCURACY, OR AVAILABILITY OF THE SERVICE. TO THE FULLEST EXTENT PROVIDED BY LAW, THE COMPANY DISCLAIMS ALL WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING BUT NOT LIMITED TO ANY WARRANTIES OF MERCHANTABILITY, NON-INFRINGEMENT, AND FITNESS FOR A PARTICULAR PURPOSE. THE FOREGOING DOES NOT AFFECT ANY WARRANTIES THAT CANNOT BE EXCLUDED OR LIMITED UNDER APPLICABLE LAW.

Limitation on Liability

TO THE FULLEST EXTENT PROVIDED BY LAW, IN NO EVENT WILL THE COMPANY, ITS AFFILIATES, OR THEIR LICENSORS, SERVICE PROVIDERS, EMPLOYEES, AGENTS, OFFICERS, OR DIRECTORS BE LIABLE FOR DAMAGES OF ANY KIND, UNDER ANY LEGAL THEORY, ARISING OUT OF OR IN CONNECTION WITH YOUR USE, OR INABILITY TO USE, THE SERVICE, ANY WEBSITES LINKED TO IT, OR ANY CONTENT ON THE SERVICE OR SUCH OTHER WEBSITES, INCLUDING ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF REVENUE, LOSS OF PROFITS, LOSS OF BUSINESS OR ANTICIPATED SAVINGS, LOSS OF USE, LOSS OF GOODWILL, AND LOSS OF DATA, WHETHER CAUSED BY TORT (INCLUDING NEGLIGENCE), BREACH OF CONTRACT, OR OTHERWISE, EVEN IF FORESEEABLE. THE FOREGOING DOES NOT AFFECT ANY LIABILITY THAT CANNOT BE EXCLUDED OR LIMITED UNDER APPLICABLE LAW.

Indemnification

You agree to defend, indemnify, and hold harmless the Company and its affiliates, licensors, and service providers, and their respective officers, directors, employees, and agents, from and against any claims, liabilities, damages, judgments, awards, losses, costs, expenses, or fees (including reasonable attorneys’ fees) arising out of or relating to your violation of these Terms or your use of the Service, including Your Content, any use of the Service’s content or services other than as expressly authorized, or your use of any third-party provider connected through the Service.

Termination

We may terminate or suspend access to the Service immediately, without prior notice or liability, for any reason, including if you breach these Terms. Upon termination, your right to use the Service will immediately cease. If you wish to terminate your account, you may do so by discontinuing your Membership. All provisions of these Terms that by their nature should survive termination shall survive, including ownership provisions, warranty disclaimers, indemnification, and limitations of liability.

Governing Law and Jurisdiction

These Terms, and any dispute or claim arising out of or relating to them or the Service, are governed by the laws of the Commonwealth of Virginia, without regard to its conflict of law principles. You agree that any legal action or proceeding arising out of or relating to these Terms or the Service will be brought exclusively in the state or federal courts located in Virginia, and you consent to the personal jurisdiction of, and venue in, those courts, except where prohibited by applicable law. Nothing in this section deprives you of the protection of mandatory consumer-protection laws of your place of residence.

Waiver and Severability

No waiver by the Company of any term or condition set out in these Terms shall be deemed a further or continuing waiver of such term or condition or a waiver of any other term or condition, and any failure to assert a right or provision under these Terms shall not constitute a waiver of such right or provision. If any provision of these Terms is held by a court or other tribunal of competent jurisdiction to be invalid, illegal, or unenforceable for any reason, such provision shall be eliminated or limited to the minimum extent such that the remaining provisions of the Terms will continue in full force and effect.

Entire Agreement

These Terms, together with our Privacy Policy and EULA, constitute the sole and entire agreement between you and the Company regarding the Service and supersede all prior and contemporaneous understandings, agreements, representations, and warranties, both written and oral, regarding the Service.

Contact Us

If you have questions about these Terms, contact us at info@jaxsoftwaresystems.com.