Terms of Service
Effective Date: January 6, 2026
1. Introduction
Welcome to OPTAX ("OPTAX", "we", "us", or "our"), a tax automation platform operated by OPTAXEL, LLC, a Delaware limited liability company with its principal place of business at Newark, Delaware, United States.
By accessing or using our Service, you agree to be bound by these Terms. If you do not agree, please do not use the Service.
2. Service Description
OPTAX provides AI-powered tax preparation and filing assistance for Canadian businesses, including but not limited to:
- T2 Corporate Income Tax Return preparation
- GST/HST calculation and reporting
- Financial document analysis and categorization
- Tax optimization suggestions
- CRA deadline tracking and reminders
3. Important Disclaimers
⚠️ OPTAX is NOT a licensed accounting firm or tax professional. The Service provides computational assistance and educational information only.
AI-Generated Content: Our platform uses artificial intelligence to analyze documents and generate reports. AI outputs may contain errors. You are solely responsible for reviewing all outputs before submission to the Canada Revenue Agency (CRA).
No Professional Advice: Nothing in the Service constitutes legal, tax, or accounting advice. We recommend consulting a licensed CPA or tax professional for complex matters.
4. User Responsibilities
You agree to:
- Provide accurate and complete information
- Review all generated reports before filing with the CRA
- Maintain the security of your account credentials
- Comply with all applicable Canadian tax laws and regulations
- Not use the Service for fraudulent or illegal purposes
5. Subscription & Billing
Pricing: Subscription plans and pricing are displayed on our Pricing page. All prices are in Canadian Dollars (CAD) unless otherwise specified.
Billing: Subscriptions are billed annually in advance via Stripe. You authorize us to charge your payment method on file.
Refunds: We offer a 24-hour satisfaction guarantee. If you are unsatisfied, you may request a full refund within 24 hours of your initial purchase by contacting support or using the Billing portal in your account.
6. Intellectual Property
All content, features, and functionality of the Service are owned by OPTAXEL, LLCand are protected by international copyright, trademark, and other intellectual property laws.
You retain ownership of all data you upload to the Service. By uploading, you grant us a limited license to process your data solely for providing the Service.
7. Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, OPTAXEL, LLC SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, DATA, OR GOODWILL, ARISING OUT OF YOUR USE OF THE SERVICE.
OUR TOTAL LIABILITY SHALL NOT EXCEED THE AMOUNT YOU PAID FOR THE SERVICE IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.
8. Governing Law
These Terms shall be governed by and construed in accordance with the laws of the State of Delaware, United States, without regard to its conflict of law provisions.
For Canadian users, nothing in these Terms affects your rights under the applicable consumer protection laws of your province of residence.
9. Changes to Terms
We may update these Terms from time to time. We will notify you of material changes by posting the new Terms on this page and updating the "Effective Date" above.
10. Contact Us
If you have questions about these Terms, please contact us at:
OPTAXEL, LLC
Email: hello@optax.ai
Address: 131 Continental Dr, Suite 305, Newark, Delaware 19713