Terms and Conditions
Last Updated: January 2025
1. Introduction
These Terms and Conditions govern your use of services provided by Montivo, an accounting and tax services provider located at 47 Granville St, Vancouver, BC V6C 1T2, Vancouver, Canada. By engaging our services, you agree to be bound by these terms.
If you have any questions about these Terms and Conditions, please contact us at contact@montivo.pro.
2. Services
Montivo provides accounting and tax services including but not limited to:
- Bookkeeping
- Tax Planning
- Payroll and HR Accounting
- Accounting Recovery
- Tax Consultations
- Tax Filing
- Audit Support
The specific scope of services will be outlined in a separate service agreement or engagement letter provided to each client.
3. Client Responsibilities
As a client of Montivo, you agree to:
- Provide accurate, complete, and timely information necessary for us to perform our services
- Respond to requests for documentation and clarification within reasonable timeframes
- Review all work product and reports we provide and notify us of any errors or concerns promptly
- Maintain your own copies of all original documents provided to us
- Inform us of any changes to your business structure, operations, or financial circumstances that may affect our services
- Pay all invoices according to the agreed payment terms
4. Service Delivery
We deliver our services using cloud-based solutions and electronic document management systems. Each client is assigned a dedicated specialist who serves as your primary point of contact. We conduct monthly data reconciliation and prepare all reports in accordance with applicable deadlines.
Our business hours are Monday through Friday, 9:00 AM to 8:00 PM. We will make reasonable efforts to respond to inquiries within one business day.
5. Fees and Payment
Fees for our services will be communicated in writing before work commences. Payment terms will be specified in your service agreement. We reserve the right to suspend services if invoices remain unpaid beyond the agreed payment period.
Fees are subject to change with reasonable notice. Any fee changes will be communicated to you in writing before taking effect.
6. Confidentiality
We treat all client information as confidential. We will not disclose your financial or personal information to third parties except:
- When required by law or regulatory authorities
- When necessary to perform our services (such as filing tax returns with relevant authorities)
- With your explicit written consent
Our confidentiality obligations continue after the termination of our service relationship.
7. Limitation of Liability
Montivo will perform services with reasonable care and skill in accordance with applicable professional standards. However, we do not guarantee any specific financial outcome or result.
Our liability for any claim arising from our services is limited to the fees paid for the specific service giving rise to the claim. We are not liable for indirect, incidental, or consequential damages.
We are not responsible for errors or delays caused by inaccurate or incomplete information provided by clients, or for decisions made by clients based on our advice.
8. Professional Advice
Our services, including tax consultations and tax optimization guidance, are based on current legislation and our professional interpretation thereof. Tax laws and regulations change frequently, and outcomes may vary based on individual circumstances.
Our advice should not be construed as legal advice. For legal matters, we recommend consulting a qualified legal professional.
9. Intellectual Property
All templates, methodologies, processes, and systems used in delivering our services remain the intellectual property of Montivo. Work product created specifically for you becomes your property upon full payment of applicable fees.
10. Termination
Either party may terminate the service relationship with written notice. The notice period required will be specified in your service agreement.
Upon termination:
- All outstanding fees become immediately due
- We will provide you with copies of your financial records and documents within a reasonable timeframe
- Our confidentiality obligations continue to apply
11. Dispute Resolution
In the event of a dispute arising from these terms or our services, both parties agree to attempt resolution through good-faith negotiation. If negotiation is unsuccessful, disputes will be resolved through appropriate legal channels in accordance with applicable Canadian law.
12. Amendments
We may update these Terms and Conditions from time to time. Significant changes will be communicated to active clients. Continued use of our services after changes take effect constitutes acceptance of the updated terms.
13. Severability
If any provision of these Terms and Conditions is found to be unenforceable or invalid, the remaining provisions will continue in full force and effect.
14. Entire Agreement
These Terms and Conditions, together with any service agreement or engagement letter, constitute the entire agreement between you and Montivo regarding the subject matter herein.
15. Contact Information
For questions about these Terms and Conditions or our services, please contact us:
Montivo
47 Granville St, Vancouver, BC V6C 1T2, Vancouver, Canada
Email: contact@montivo.pro
Phone: +1 604-555-0141
Business Hours: Monday - Friday, 9:00 AM - 8:00 PM