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Terms of Service

Effective Date: 20-02-2026

Last Updated: 13-10-2026

1. Introduction

These Terms of Service ("Terms") govern your access to and use of caTantr, a practice-management application for Chartered Accountant and tax-consultancy firms available at https://catantr.in, and related services ("Services"), operated by BharatTantr Pranali ("Company", "we", "our", "us").

By registering for or using the Services, you agree to these Terms and to our Privacy Policy. If you do not agree, do not use the Services.

2. Who We Are

Business Name: BharatTantr Pranali (Sole Proprietorship)

Owner: Rahul Arvind More

Address: Umarga, Maharashtra – 413606, India

Email: bharattantrpranali@gmail.com

Website: https://catantr.in

3. Definitions

  • Firm (Tenant): a firm, practice or business that registers for caTantr.
  • Partner: a person with full control of a Firm in caTantr. The person who registers the Firm becomes its first Partner.
  • User: any person a Firm allows to use its caTantr account, such as Partners, Managers and Staff.
  • Client: a client of a Firm whose records the Firm keeps in caTantr.
  • Workspace Integration: a connection between caTantr and Google Drive, Gmail, Google Calendar or Google Contacts.
  • Content: any information, document, record or message entered into, uploaded to or created through caTantr.

4. Eligibility

You may use the Services only if you are at least 18 years old, can enter into a binding contract, and have authority to act for your Firm.

5. Accounts and Sign-In

  • Users sign in with their Google account. A User may also add a password to their account.
  • Each User account is for one person and may be signed in on one device at a time. Signing in on another device (including a shared or thin-client computer) automatically signs out the earlier device. User accounts must not be shared.
  • You must keep your sign-in details secure and are responsible for activity under your account.
  • Tell us at once if you suspect unauthorised access.

6. Firm Administration and Permissions

  • Partners can invite Users, set their roles and permissions, connect or pause Workspace Integrations, manage the subscription and manage other Partners.
  • Only a Partner can add another Partner. Every Partner has full control of the Firm, except that only the Partner who registered the Firm can permanently delete the Firm account.
  • The Firm decides who can see and do what in caTantr and is responsible for the actions of its Users.

7. The Services

The Services include client and contact management, task and due-date management, recurring task creation, time tracking, invoicing and accounts, document management through Google Drive, client communication (email, WhatsApp and the client portal), client upload links, reports and optional AI features. Features may change over time.

8. Firm Responsibilities for Client Data

The Firm controls the Client data it keeps in caTantr. The Firm is responsible for:

  • Having a lawful basis, and any consent needed, to store Client data and to contact Clients through caTantr.
  • Keeping Client data accurate and up to date.
  • Deciding which Clients get portal access or upload links, and who receives shared document links.
  • Meeting its own professional, confidentiality and record-keeping duties.

We process Client data only to provide the Services, as described in the Privacy Policy.

9. Google Workspace Integrations

9.1 General

  • Workspace Integrations are optional. A Partner connects each one separately by signing in to Google and granting the permission caTantr asks for.
  • caTantr uses Google data only as described in the Privacy Policy and in line with the Google API Services User Data Policy, including its Limited Use requirements.
  • Your use of Google services remains subject to Google's own terms and policies.
  • A Partner can pause or disconnect any integration at any time.

9.2 Google Drive

  • caTantr creates and manages a "caTantr Clients" folder structure, or works inside the Firm's own client folder when the Firm shares it with caTantr's service account.
  • Task folders and files uploaded through caTantr are set to "Anyone with the link can view" so Clients can open them without a Google account. The Firm is responsible for who it shares links with and may change sharing in Google Drive at any time.
  • caTantr does not delete files in Google Drive when an integration is paused or disconnected, or when the Firm account is deleted.

9.3 Gmail

  • caTantr only sends emails from the connected Gmail account. It does not read the mailbox.
  • A Partner may let other Users send emails through the connected account. Each email shows which User sent it.
  • You must not use caTantr to send spam, phishing, misleading or unlawful emails, or bulk messages to people who have not agreed to receive them. Gmail's sending limits apply.

9.4 Google Calendar

caTantr adds task deadline and reminder events to a separate "caTantr Deadlines" calendar. It does not change other calendars.

9.5 Google Contacts

caTantr keeps the Firm's contacts in sync with a "caTantr" label in Google Contacts when a User runs a sync. It does not delete Google contacts.

10. Client Portal and Upload Links

  • A Firm can give a Client contact access to the client portal, where the Client signs in with Google to view tasks, see shared reports, upload files and send messages.
  • A Firm can send a private upload link for a task. Anyone with the link can upload files to that task until the task is closed or the Firm resets the link.
  • The Firm is responsible for sending portal access and upload links only to the right people.

11. AI Features

  • AI features (such as AI Consulting, GST certificate reading and suggestions) are powered by Google's Gemini API and are optional.
  • AI answers may be incomplete or wrong. They are not professional, legal or tax advice. You must check them before relying on them.
  • You must have the right to submit any document or data you send to an AI feature.
  • AI usage may be limited by a token allowance, which can be refilled on request.

12. Subscription, Trial and Payment

12.1 Trial

New Firms get a free trial for the number of days shown at sign-up. Some features may be limited during the trial.

12.2 Paid plans

  • Plans are billed yearly, with charges based on the plan and the number of Users.
  • Users added during the year are charged for the remaining part of the year.
  • Prices are shown in caTantr and on our website. We may change prices with reasonable notice. New prices apply from your next payment.

12.3 Payment

  • Payment is made by bank transfer or UPI. You submit the payment reference (UTR) in caTantr, and we activate the subscription once the payment is verified.
  • Fees are non-refundable except where the law requires otherwise.

12.4 Referral credits

Referral credits are promotional, have no cash value, can be used only as described in caTantr, and are forfeited if the Firm account is deleted.

13. Fair Usage

To keep the Services stable for everyone:

  • Trial accounts: up to 500 client records.
  • Paid accounts: up to 500 client records per paid User. Paid Users include the Users covered by the plan's fixed charge and any additional Users bought. For example, a plan with 3 fixed Users allows 1,500 client records (3 × 500), and 3 fixed plus 2 additional Users allow 2,500 client records (5 × 500).

All client records count towards the limit, including inactive clients. When the limit is reached, existing records stay available but new clients cannot be added until the Firm buys more Users or removes client records. Attempts to get around limits may lead to suspension.

14. Your Content

  • You and your Firm keep ownership of your Content.
  • You give us a limited permission to store, process, transmit, display and sync your Content only to provide the Services to you.
  • We do not claim ownership of your Content.
  • You are responsible for keeping your own copies of important records. caTantr's exports and your Google Drive help with this.

14.1 Firm logos

  • A Partner may add a logo that caTantr shows with the Firm's name in the app, on documents it generates, in emails sent through the Firm's Gmail and on the Firm's client pages.
  • Firms whose type is Chartered Accountant may instead adopt the CA logo supplied by caTantr. caTantr supplies the file only at the Firm's request and does not grant any right to use it; that right comes from the Firm's own entitlement under the guidelines of the Institute of Chartered Accountants of India.
  • Each choice requires a declaration that the Firm is entitled to use the logo. We record the declaration, the logo version, the Partner's account, the date and time, the IP address and the browser details.
  • The Firm alone is responsible for its use of any logo and will indemnify us against any claim, loss or penalty arising from it. We may remove a logo at any time, including on a complaint or a change in the Firm's status.

15. Acceptable Use

You must not:

  • Break any law or anyone's rights.
  • Upload malicious code or harmful files.
  • Try to get around security, access another Firm's data, or access the Services in unauthorised ways.
  • Copy, reverse engineer or resell the Services.
  • Misuse Workspace Integrations, client portal access or upload links.
  • Interfere with the operation of the Services.
  • Pretend to be someone else.

We may suspend or end access for any breach.

16. Privacy and Security

Our handling of personal data and Google user data is described in the Privacy Policy. We use reasonable security measures, but no system is completely secure.

17. Availability

We work to keep the Services available but cannot promise uninterrupted or error-free operation. Maintenance, updates, outages of Google or other providers, and events beyond our control may affect availability.

18. Suspension and Termination

  • We may suspend or end access if these Terms are broken, fees are unpaid, abuse or a security threat is found, or the law requires it.
  • The Partner who registered the Firm can permanently delete the Firm account in caTantr at any time. Deletion revokes caTantr's Google access and permanently deletes the Firm's data in caTantr. It cannot be undone.
  • Data in your Google account (Drive files, the "caTantr Deadlines" calendar and Google contacts) is not deleted. You can delete it yourself.

19. Intellectual Property

The Services, software, design, name and branding belong to BharatTantr Pranali. You may not copy, modify, distribute or reverse engineer them without our written permission.

20. Disclaimer

The Services are provided "as is" and "as available". To the extent the law allows, we disclaim all warranties, express or implied. The Services help Firms manage their work but do not replace their professional judgement.

21. Limitation of Liability

To the extent the law allows:

  • We are not liable for indirect or consequential losses, loss of profits or business, loss of data, or the actions of third parties.
  • Our total liability for any claim is limited to the fees the Firm paid us in the 12 months before the claim.

22. Indemnity

You agree to compensate BharatTantr Pranali for claims and losses arising from your breach of these Terms, your breach of law, your misuse of the Services or Workspace Integrations, or your Content infringing someone else's rights.

23. Compliance with Laws

You agree to follow all laws that apply to your use of the Services, including the Information Technology Act, 2000, the Digital Personal Data Protection Act, 2023, tax laws and professional regulations.

24. Force Majeure

We are not liable for delays or failures caused by events beyond our reasonable control, such as natural disasters, government action, internet or infrastructure failures, epidemics, war or civil unrest.

25. Governing Law and Jurisdiction

These Terms are governed by the laws of India. The courts in Maharashtra, India have exclusive jurisdiction over any dispute.

26. General

  • If any part of these Terms cannot be enforced, the rest remains in effect.
  • Not enforcing a right does not waive it.
  • You may not transfer your rights under these Terms without our written consent.

27. Changes to These Terms

We may update these Terms. The new version will be published on this page with a new "Last Updated" date. For important changes, we will tell Firms in caTantr or by email. Continuing to use the Services after a change means you accept the updated Terms.

28. Contact

BharatTantr Pranali

Umarga, Maharashtra – 413606, India

Email: bharattantrpranali@gmail.com

Website: https://catantr.in

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