Terms governing your use of Privasa

Privasa provides a software-as-a-service (SaaS) client portal platform designed for chartered accountants, tax consultants, legal firms, and other professional service organisations. The platform enables firms to manage client relationships, issue invoices, track compliance deadlines, exchange documents, handle helpdesk queries, and manage employee assignments — all within a single, secure, branded portal.

Scope of services

The Privasa platform includes the following features as part of your subscription (feature availability may vary by plan):

• Unlimited client portal logins with branded access
• Invoice and quotation builder with GST computation, PDF generation, and payment tracking
• Compliance calendar with automated email reminders for due dates
• Helpdesk (Queries) module for structured client communication
• Document management with Google Cloud Storage-backed file uploads
• Employee management and client assignment tools
• AI-powered assistant for in-portal queries (powered by Anthropic Claude)
• Admin dashboard with activity logs, notifications, and business analytics

Acceptable use

You agree to use Privasa only for lawful purposes and in accordance with these Terms. You must not use the platform to store, share, or transmit any content that is unlawful, fraudulent, defamatory, obscene, or that infringes on any third party's intellectual property rights. You are responsible for ensuring that your firm's use of the platform — including all data entered by your employees and accessible by your clients — complies with applicable Indian law.

Platform availability

We aim to maintain high availability of the Privasa platform. However, we do not guarantee uninterrupted, error-free access. Scheduled maintenance, infrastructure upgrades, and events outside our control (including Supabase or GCP outages) may result in temporary unavailability. We will make reasonable efforts to notify you in advance of planned maintenance. Downtime does not entitle you to a refund of subscription fees unless it is sustained and caused entirely by Privasa's own negligence.

Your responsibilities

You are responsible for maintaining the confidentiality of your admin login credentials, ensuring that only authorised individuals have access to your firm's portal, and promptly notifying us if you suspect any unauthorised access. You are also responsible for the accuracy and legality of all data you input into the platform, including client details, invoice amounts, and compliance information.

Intellectual property

Privasa and all associated branding, design, code, and content remain the intellectual property of Privasa Management Services. We grant you a non-exclusive, non-transferable, revocable licence to use the platform solely for your firm's internal business purposes during the period your subscription is active. You may not copy, reverse-engineer, resell, or sublicence any part of the platform.

Free trial

New firms that register on Privasa are entitled to a one-month free trial. No payment information is required to start the trial. During the trial period you have access to all platform features. At the end of the trial, you must subscribe to a paid plan to continue using the platform. We will send a reminder email before your trial ends.

Subscription plans and billing

After the free trial, access to Privasa requires an active paid subscription. Subscription fees are charged in advance on a monthly or annual basis depending on the plan you select. All prices are in Indian Rupees (INR) and are inclusive of applicable GST unless otherwise stated. We reserve the right to change pricing with 30 days advance notice to active subscribers.

Payment methods

Payments are currently processed via bank transfer or UPI as agreed with your account. Automatic recurring billing may be introduced in future plan tiers, in which case you will be notified and given the opportunity to opt in. We do not store credit card or payment card information on our servers.

Refund policy

We offer a 7-day refund window from the date of your first paid subscription charge. If you are not satisfied with the platform, contact us within 7 days of your first payment at privasa.ms@gmail.com and we will issue a full refund of that payment. After the 7-day window, subscription fees are non-refundable. There are no refunds for mid-cycle cancellations — you will retain access to the platform until the end of your paid billing period.

Late payment and suspension

If a subscription payment is not received within 7 days of the due date, we reserve the right to suspend your firm's access to the platform. During suspension, your data will be retained and not deleted. Access will be restored promptly upon receipt of outstanding payment. Accounts that remain unpaid for more than 60 days from the due date may be terminated and their data deleted, with prior notice given to the registered admin email address.

Taxes

You are responsible for all applicable taxes, duties, and levies arising from your use of the platform in addition to our subscription fees, unless Privasa is legally obligated to collect them. If GST applies to your subscription, it will be shown separately on your invoice.

To the fullest extent permitted by applicable law, Privasa Management Services and its owners, employees, and affiliates shall not be liable to you or any third party for any indirect, incidental, special, consequential, punitive, or exemplary damages arising out of or in connection with your use of the platform.

What we are not responsible for

• Loss of revenue, profits, contracts, business, or anticipated savings arising from platform unavailability or errors
• Loss, corruption, or unauthorised access to data caused by events outside our reasonable control, including third-party infrastructure failures
• Inaccuracy of tax computations, GST calculations, or compliance deadlines displayed in the platform — the platform is a management tool, not a substitute for professional tax advice
• Actions taken by your employees or clients through the platform
• Delays in email delivery for invoices, reminders, and notifications caused by email service providers
• Losses caused by your failure to maintain secure login credentials

Cap on liability

To the maximum extent permitted by applicable law, our total aggregate liability to you for any claim arising under or in connection with these Terms or the platform — whether in contract, tort (including negligence), breach of statutory duty, or otherwise — shall not exceed the total subscription fees paid by you to Privasa in the three calendar months immediately preceding the event giving rise to the claim.

No warranty

The platform is provided “as is” and “as available” without any express or implied warranties, including but not limited to implied warranties of merchantability, fitness for a particular purpose, or non-infringement. We do not warrant that the platform will meet your specific requirements, will be uninterrupted or error-free, or that defects will be corrected.

Indemnification

You agree to indemnify, defend, and hold harmless Privasa Management Services and its principals, employees, agents, and successors from any claims, liabilities, damages, losses, or costs (including reasonable legal fees) arising from your violation of these Terms, your misuse of the platform, or your infringement of any third party's rights.

Termination by you

You may cancel your Privasa subscription at any time by contacting us at privasa.ms@gmail.com. Cancellation takes effect at the end of your current paid billing period. After cancellation, you will retain access to the platform until the end of the period for which you have paid. Upon expiry, your account will be suspended. You may request a full data export before your account is suspended.

Termination by Privasa — for cause

We reserve the right to suspend or terminate your account immediately, without prior notice, if:

• You materially breach these Terms and fail to remedy the breach within 7 days of written notice
• You use the platform to engage in fraudulent, illegal, or abusive activity
• You attempt to reverse-engineer, scrape, or otherwise exploit the platform in an unauthorised manner
• You share your account credentials with unauthorised third parties outside your firm
• A court order or regulatory directive requires us to suspend or terminate your account

In the event of termination for cause, no refund will be issued for any remaining subscription period.

Termination by Privasa — for convenience

We may discontinue the Privasa platform entirely with a minimum of 90 days advance notice to all active subscribers. In such a case, we will provide a pro-rated refund of any prepaid annual subscription fees for the period after the discontinuation date, and we will make all your firm data available for export for the duration of the notice period.

Effect of termination

Upon termination of your account for any reason, your firm's access to the platform and all associated client and employee portals will be revoked. Your data will be retained for 30 days after termination to allow for a final data export, after which it will be permanently deleted from our systems. Sections of these Terms that by their nature should survive termination (including limitation of liability, indemnification, and governing law) shall continue to apply.

Data export before termination

We strongly recommend exporting all your data before cancelling your subscription. You can download your data at any time from the Admin Dashboard. We are not responsible for any data loss that occurs after the 30-day post-termination retention period.

Applicable law

These Terms of Service and any dispute or claim arising out of or in connection with them (including non-contractual disputes or claims) shall be governed by and construed in accordance with the laws of India, without regard to conflict of law principles. Specifically, these Terms are subject to the laws of the State of Telangana, India.

Jurisdiction

The courts of Hyderabad, Telangana shall have exclusive jurisdiction to settle any dispute or claim arising out of or in connection with these Terms or their subject matter or formation. By accepting these Terms, you irrevocably submit to the personal jurisdiction of these courts for the purpose of any such proceedings.

Dispute resolution

Before initiating any formal legal proceedings, both parties agree to attempt to resolve any dispute through good-faith negotiation. If a dispute cannot be resolved informally within 30 days of one party notifying the other of the dispute, either party may escalate the matter to the courts of Hyderabad as described above.

Severability

If any provision of these Terms is found by a court of competent jurisdiction to be invalid, illegal, or unenforceable, that provision shall be deemed modified to the minimum extent necessary to make it enforceable, or severed if modification is not possible. The validity and enforceability of the remaining provisions shall not be affected.

Entire agreement

These Terms, together with our Privacy Policy, constitute the entire agreement between you and Privasa regarding your use of the platform and supersede all prior agreements, representations, and understandings, whether written or oral, relating to the same subject matter. No waiver of any provision of these Terms shall be effective unless in writing and signed by Privasa.

Amendments

We may amend these Terms at any time by posting the revised Terms on the Privasa portal and notifying you via email at least 14 days before the changes take effect. Your continued use of the platform after the effective date of revised Terms constitutes your acceptance of the changes. If you do not agree with the revised Terms, you must stop using the platform and may request account termination as described in Section 4.

Contact us at privasa.ms@gmail.com or write to: Privasa Management Services, Hyderabad, Telangana, India. Legal notices must be sent in writing to the above email address.