Terms & Conditions

Effective date: 26 June 2026 Last updated: 9 August 2026 — adds the Firm's obligation to obtain client permission before client information reaches us, stops keeping a second and shorter list of third-party providers, and removes a promise to "de-identify" data we do not de-identify.

These terms are an agreement between Outblock Pty Ltd (ABN 94 655 314 051) ("BeforeMay", "we", "us") and the accounting firm that signs up to use the platform (the "Firm", "you"). By creating an account or using the platform, you agree to these terms. If you accept on behalf of a firm, you confirm you are authorised to bind it.

1. Definitions

2. The service

We provide a multi-tenant platform to track client document readiness, classify uploads with AI, generate and review tax working papers, manage invoices, and send client communications. We may add, change, or remove features, but will not materially reduce the core service during a paid term without notice.

3. Accounts, roles, and access

You are responsible for your account and for every action taken by your Firm Users. Assign roles appropriately — owner and admin can administer membership, billing, email/domain, and chase settings; staff work documents and invoices but not sensitive settings. Keep credentials secure and tell us promptly of any suspected unauthorised access. You are responsible for issuing and revoking Portal links to the right Clients.

4. AI features — no professional advice, you remain responsible

The platform uses AI (Anthropic's Claude) to pre-review documents and assist with working papers. AI output is a draft aid, not professional, tax, legal, or financial advice, and not a lodgement decision. You are the qualified professional: the final category, GST treatment, checklist match, working-paper figures, and lodgement readiness are yours to review, correct, and approve. You must not rely on AI output without your own review, and you remain solely responsible for advice given to, and lodgements made for, your Clients.

5. Acceptable use

You must not:

We may suspend access to protect the platform, our other customers, or to stop a breach, and will restore access once resolved where practical.

6. Client Data and privacy

As between us, Client Data is yours. You grant us a non-exclusive licence to host and process it solely to provide and support the platform. You are responsible for having the right to upload Client Data and for your Clients' notices and consents. We handle personal information as described in the Privacy Policy, which forms part of these terms. You acknowledge that the sub-processors listed there may process Client Data, including overseas.

6.1 Client permission — we are a third party, and that is your obligation

If you are a registered tax practitioner, your Code of Professional Conduct requires you to obtain your client's permission before information relating to that client's affairs is disclosed to a third party. For that purpose we are a third party, and so are the providers listed in the Privacy Policy. You confirm that you have, or will obtain, that permission before putting a Client's information into the platform.

That permission runs between you and your Client. We are not a party to it, we cannot obtain it for you, and nothing in these terms or in your acceptance of them is a substitute for it. What we undertake instead is to describe our processing accurately and keep that description current, so you can tell your Client what you are asking permission for.

6.2 What you are acknowledging about overseas processing

So that this is not buried in a linked document, the substance is here as well:

7. Fees and payment

Fees, billing cycle, and any pilot terms are as agreed with you. Unless agreed otherwise, fees are in AUD and exclusive of GST, which we add where applicable. Late amounts may lead to suspension after notice.

Client payments. Where you collect payment from Clients, you do so through your own Stripe account and payment link. We only reconcile paid/unpaid status from Stripe's signed webhook against the matching invoice — we are not a party to that payment, do not hold those funds, and do not receive or store card details. Your Stripe relationship is governed by Stripe's terms.

8. Third-party services

The platform depends on third-party providers. The complete and current list, with what each one does and the country it processes in, is the sub-processor table in the Privacy Policy — that table is the authority, and this clause deliberately does not repeat it. A second, shorter list in a second document is how the two come to disagree, and a firm relying on either one to tell its own Clients who handles their data cannot afford that.

We notify you before adding a provider that will handle Client Data, or moving one to a different country. Your use of features that depend on a third party is also subject to that party's terms, and we are not responsible for third-party acts, outages, or changes outside our control.

9. Communications you send

The platform generates email "chase" content for you to send to your Clients. You are the sender and are responsible for the content and for complying with the Spam Act 2003 (Cth) and any other applicable rules (consent, identification, unsubscribe). We send email on your instruction through our provider.

10. Intellectual property

We own the platform and all IP in it. You own your Client Data and your brand assets. Feedback you give us may be used to improve the platform without obligation to you.

11. Confidentiality

Each party will protect the other's non-public information and use it only for this agreement. This does not cover information that is public, independently known, or required to be disclosed by law.

12. Warranties and disclaimers

We provide the platform with reasonable care and skill. Otherwise the platform is provided "as is", and to the extent permitted by law we exclude all other warranties, including that AI output is accurate or complete, or that the platform is error-free or uninterrupted.

Nothing in these terms excludes rights you have under the Australian Consumer Law that cannot lawfully be excluded. Where we are permitted to limit liability for a failure to meet a consumer guarantee, our liability is limited to re-supplying the service or paying the cost of re-supply.

13. Limitation of liability

To the extent permitted by law, neither party is liable for indirect or consequential loss, loss of profits, or loss of data, and our total liability for all claims in any 12-month period is capped at the fees you paid us in that period (or AUD $100 if no fees were paid). This does not limit liability that cannot be limited by law, or either party's confidentiality or indemnity obligations.

14. Your responsibility and indemnity

Because you control your Client Data and your professional advice, you indemnify us against third-party claims arising from your Client Data, your communications to Clients, your professional services, or your breach of these terms — except to the extent caused by us.

15. Term, suspension, and termination

These terms apply while you use the platform. Either party may terminate on notice as agreed (or, absent an agreed term, on 30 days' notice). We may suspend or terminate immediately for serious or repeated breach, non-payment after notice, or where required to protect the platform.

16. Data export and deletion on termination

Before or promptly after termination you may export your Client Data through the platform's export features. After termination we will delete Client Data in line with the retention schedule in the Privacy Policy, except where law or professional record-keeping requires us (or permits you to require us) to retain it. We do not describe this as de-identification, because we do not de-identify Client Data — see section 6.2.

Deleting Client Data from our systems does not by itself delete a copy a provider holds to perform its processing; those copies follow that provider's retention terms, as set out in the Privacy Policy.

17. Changes to these terms

We may update these terms. We will update the effective date and, for material changes, give notice through the platform or by email. Continued use after the change takes effect means you accept the updated terms.

18. Governing law and general

These terms are governed by the laws of New South Wales, Australia, and the parties submit to the courts of that state. If any provision is unenforceable, the rest stays in effect. Neither party may assign without the other's consent, except we may assign to a successor of our business. These terms (with the Privacy Policy and any order or pilot terms) are the entire agreement and supersede prior discussions.

Outblock Pty Ltd · ABN 94 655 314 051 · Oatley NSW 2223, Australia · hello@beforemay.com.au