Last updated: May 22, 2026
By creating an account or using Progressly ("the Service"), you agree to these Terms. If you don't agree, don't use the Service.
Progressly helps accountants chase clients for missing tax documents. It reads the accountant's Gmail to identify which clients have outstanding documents, drafts follow-up emails for the accountant to approve, sends the approved emails from the accountant's own Gmail, and processes incoming replies to auto-mark documents as received when possible.
The Service is for accountants and accounting firms. You must be at least 18 and have authority to grant access to the Gmail account you connect. Don't connect a Gmail account that isn't yours or that you don't have permission to use for business purposes.
You're responsible for activity on your account. Don't share your password. Notify us promptly if you suspect unauthorized access.
Don't use Progressly to:
We may suspend or terminate accounts that violate these rules.
You retain ownership of your Gmail content, your clients' documents, and everything else you bring to or through the Service. By using the Service you grant us a limited license to access, store, and process that content solely to provide the Service as described in the Privacy Policy.
Progressly drafts emails using AI. Drafts are suggestions, not final messages. You are responsible for reviewing every draft before it is sent. The Service routes drafts through an approval step for this reason. We are not liable for errors in AI-generated content that you approve and send.
The Service uses AI to identify and classify documents your clients send. The AI may make mistakes. We surface confidence scores and flag low-confidence matches for your review. You are responsible for verifying that documents marked as received are correct and complete before filing tax returns. We are not liable for filing errors caused by misclassified documents.
The Service depends on Gmail, Google OAuth, OpenAI, Supabase, Vercel, and (optionally) Google Drive or Microsoft OneDrive. If any of these services are unavailable, the Service may be partially or fully unavailable. We are not responsible for the actions or outages of third-party providers.
Current pricing is shown on the Service before you subscribe. We may change pricing for future billing periods with at least 30 days' notice. Existing paid periods are not retroactively re-priced.
We offer a refund of the most recent monthly payment if you cancel within 7 days of being charged AND you have not actively used the Service to send messages or receive documents since the charge. Annual subscriptions can be canceled but are not refunded after 14 days.
You can cancel at any time. Your account remains active until the end of the current billing period. You can request full account deletion at any time by emailing us; we delete all data within 30 days of confirmation.
Some features may be labeled beta or experimental. These are provided as-is and may change or be removed without notice. They are not covered by any availability commitment.
The Service is provided "as is" and "as available." We don't guarantee the Service will be uninterrupted, error-free, or that AI classifications will be 100% accurate. To the maximum extent permitted by law, we disclaim all warranties.
To the maximum extent permitted by law, our total liability for any claim arising out of the Service is limited to the amount you paid us in the 12 months before the claim, or CAD $100, whichever is greater. We are not liable for lost profits, lost data, lost client relationships, or any indirect or consequential damages.
You agree to defend and indemnify us against claims arising from (a) your use of the Service, (b) your violation of these Terms, or (c) your violation of any third-party right, including the privacy or intellectual property rights of your clients.
We may update these Terms. Material changes will be sent to you by email at least 14 days before they take effect. Continued use of the Service after the effective date is your acceptance of the updated Terms.
We may suspend or terminate accounts that violate these Terms or applicable law. If we terminate your account without cause, we will refund any unused portion of paid subscription fees.
These Terms are governed by the laws of the Province of Ontario, Canada, without regard to conflict-of-laws rules. Disputes will be resolved in the courts of Ontario.
Questions, notices, or legal correspondence: luxecardetailing.contact@gmail.com.