GFS beta terms

Draft for the beta. These terms have not yet been reviewed by a lawyer and will be replaced before GFS leaves beta.

What GFS is

GFS is a preparation tool. It helps you organize a client's financial information and produce draft financial statements and working papers. It does not perform an engagement, form a conclusion or opinion, or verify anything you enter.

Your responsibilities

• You are responsible for the data you enter, for the statements you produce and for anything you issue to others.
• Compilation, review and audit reports may be issued only by people licensed to do so where they practise. If you declare a licence in GFS, you confirm it is valid and covers the reports you issue. GFS does not verify licences.
• Do not use GFS to mislead anyone, and keep your password private.

Your data

• Your clients, engagements and files are visible only to your account. The service operator can see account-level information (email, dates, counts) to run the service, and does not open client content except to resolve a problem you report.
• Source documents you upload (T2 PDFs, Excel files) are deleted after their data is extracted. Generated files stay in your account until you delete the client or the account.
• Deleting your account deletes its clients, engagements and files. Keep your own copies of anything you must retain.
• Data is stored in Canada on a server operated by Volttus. Backups are kept for a limited time.

Beta

The beta is free and provided as is, without guarantees of availability or accuracy. Features may change. We may end the beta with notice by email.

Contact

gfs@volttus.com