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Terms of Service

Last updated: January 2026

These Terms of Service ("Terms") govern your use of the Edgevance platform ("Platform", "Service"), operated by Samana Marks Limited, trading as Edgevance ("we", "us", "our").

Company Details:
  • Registered Company: Samana Marks Limited
  • Company Number: 16384290
  • Registered Address: 43-45 Dorset Street, London, W1U 7NA
  • Trading Name: Edgevance
  • ICO Registration: ZC037824

By accessing or using the Platform, you agree to be bound by these Terms. If you do not agree, you must not use the Platform.

The Platform is designed for business use by accounting practices. By using the Platform, you confirm that you are acting in a business capacity and not as a consumer.

2. Definitions

  • "Account" means your registered account on the Platform
  • "Administrator" means the person who registers your company and manages your Account
  • "Client Data" means information you store about your clients on the Platform
  • "Company" means the accounting practice or business entity registered to use the Platform
  • "User" means any individual authorised by you to access the Platform
  • "Subscription" means your paid access to the Platform after the Trial Period

3. Account Registration

3.1. To use the Platform, you must register an Account and provide accurate, complete information.

3.2. You are responsible for:

  • Maintaining the confidentiality of your login credentials
  • All activities that occur under your Account
  • Ensuring all Users comply with these Terms
  • Notifying us immediately of any unauthorised access

3.3. You must not share login credentials between Users or allow access to anyone not authorised by you.

3.4. We reserve the right to suspend or terminate Accounts that violate these Terms.

4. Trial Period

4.1. New registrations receive a 30-day free trial ("Trial Period") beginning from Account activation.

4.2. During the Trial Period:

  • You have full access to all Platform features
  • No charges will be made
  • You must provide valid payment details to activate your Account

4.3. A £1 verification charge will be made to validate your payment method. This is automatically refunded within 3-5 business days.

4.4. One Trial Period is permitted per Company. We reserve the right to terminate Trial Accounts that abuse the service or are not used for legitimate business purposes.

5. Subscription and Payment

5.1. Automatic Conversion: At the end of your Trial Period, your Subscription automatically begins and your stored payment method will be charged unless you cancel before the Trial Period ends.

5.2. Pricing: The current Subscription fee is £199 per month. We reserve the right to change pricing with 30 days' written notice. Price changes take effect at the start of your next billing period.

5.3. Billing: Subscriptions are billed monthly in advance. Your payment method will be charged automatically on each billing date.

5.4. Payment Processing: All payments are processed securely through Stripe, a PCI DSS compliant payment processor. By providing payment information, you authorise us to charge your payment method for all applicable fees.

5.5. Failed Payments: If payment fails, we will attempt to retry the charge. Continued payment failure may result in Account suspension. You remain responsible for any outstanding amounts.

5.6. No Refunds: All fees are non-refundable. If you cancel your Subscription, you retain access until the end of your current billing period, but no refund will be provided for unused time.

5.7. VAT: All prices are exclusive of VAT. VAT will be added where applicable.

6. Cancellation

6.1. You may cancel your Subscription at any time through your Account settings or by contacting [email protected].

6.2. Cancellation takes effect at the end of your current billing period. You will retain access to the Platform until that date.

6.3. To avoid being charged, you must cancel before your Trial Period ends or before your next billing date.

6.4. Upon cancellation or termination, you should export any data you wish to retain. See Section 14 for data retention details.

7. Acceptable Use

7.1. You agree to use the Platform only for lawful purposes and in accordance with these Terms.

7.2. You must not:

  • Use the Platform for any illegal or unauthorised purpose
  • Violate any applicable laws or regulations, including data protection laws
  • Attempt to gain unauthorised access to the Platform, other Accounts, or our systems
  • Interfere with or disrupt the Platform's operation or security
  • Upload malicious software, viruses, or harmful code
  • Use the Platform to store or transmit content that infringes third-party rights
  • Reverse engineer, decompile, or attempt to extract the source code of the Platform
  • Resell, sublicense, or provide access to the Platform to third parties
  • Use automated systems to access the Platform without our written permission

7.3. You are responsible for ensuring that all Client Data you upload complies with applicable laws, including data protection legislation.

8. Intellectual Property

8.1. The Platform, including all software, design, text, graphics, and other content (excluding your data), is owned by us or our licensors and is protected by intellectual property laws.

8.2. We grant you a limited, non-exclusive, non-transferable licence to use the Platform for your internal business purposes during the term of your Subscription.

8.3. You retain ownership of all data you upload to the Platform. By uploading data, you grant us a licence to store, process, and display that data solely to provide the Service to you.

8.4. You must not use our name, logo, or branding without our prior written consent.

9. Data Protection

9.1. We process personal data in accordance with UK data protection legislation, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

9.2. Our Privacy Policy, which forms part of these Terms, explains how we collect, use, and protect personal data.

9.3. Where you upload Client Data containing personal data, you are the data controller and we are the data processor. You are responsible for ensuring you have a lawful basis to process that data and that you comply with your obligations as a data controller.

9.4. We will only process Client Data on your instructions and in accordance with these Terms.

10. Cara AI Assistant and AI-Powered Features

10.1. The Platform includes AI-powered features using Anthropic's API:

  • Cara: An AI assistant to help you manage your practice, answer questions, and export data (invoices, deadlines, interactions, client information) in Excel format
  • Client Data Extraction: AI-powered extraction of client information from uploaded Excel and Word files during batch import

10.2. Third-Party AI Provider: These features are powered by Anthropic's API (Claude). When you use these features, relevant data is sent to Anthropic for processing.

10.3. Data Sent to Anthropic: The following data may be sent to Anthropic:

  • Your questions and prompts when using Cara
  • Contextual data about clients, invoices, deadlines, or interactions you reference
  • File content (Excel/Word) when using the batch client import feature

10.4. No Guarantee of Accuracy: AI-generated responses and extracted data are provided for informational purposes only. AI features may produce inaccurate, incomplete, or inappropriate outputs. You are solely responsible for reviewing and verifying any information before relying on it.

10.5. No Professional Advice: AI features do not provide legal, financial, tax, or professional advice. Any outputs should not be treated as a substitute for professional advice from a qualified practitioner.

10.6. Your Responsibility: You remain fully responsible for all decisions and actions taken based on AI outputs. We accept no liability for any loss or damage arising from your use of or reliance on AI-powered features.

10.7. Data Processing: By using AI-powered features, you consent to relevant data being processed by Anthropic as a subprocessor. See our Privacy Policy for more details.

11. AML Tools Disclaimer

11.1. The Platform provides tools to assist with Anti-Money Laundering (AML) compliance, including client onboarding forms, risk assessments, and record-keeping.

11.2. Not Legal or Regulatory Advice: These tools are provided to assist your workflow only. They do not constitute legal, regulatory, or compliance advice.

11.3. Your Responsibility: You are solely responsible for ensuring your practice complies with all applicable AML legislation, including the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017 and any guidance issued by your professional body or supervisory authority.

11.4. No Guarantee of Compliance: Use of the Platform's AML tools does not guarantee compliance with any laws or regulations. You must independently verify that your AML procedures meet all legal requirements.

11.5. Record Retention: While we store AML data you upload, you remain responsible for ensuring records are retained for the periods required by law (typically 5 years after the business relationship ends).

12. Availability and Support

12.1. We aim to provide high availability but do not guarantee uninterrupted access. The Platform may be temporarily unavailable due to maintenance, updates, or circumstances beyond our control.

12.2. We will make reasonable efforts to notify you in advance of planned maintenance.

12.3. Support is available via email at [email protected] during UK business hours (Monday to Friday, 9am to 5pm, excluding bank holidays).

12.4. We may modify, update, or discontinue features of the Platform at any time. Material changes will be communicated to you.

13. Force Majeure

13.1. We shall not be liable for any failure or delay in performing our obligations where such failure or delay results from circumstances beyond our reasonable control, including but not limited to:

  • Acts of God, natural disasters, or extreme weather
  • War, terrorism, civil unrest, or government actions
  • Power failures, internet or telecommunications failures
  • Cyberattacks, including denial of service attacks
  • Pandemics or public health emergencies
  • Failures of third-party service providers

13.2. If a force majeure event continues for more than 30 days, either party may terminate the Agreement by giving written notice to the other party.

14. Data Retention and Export

14.1. During your Subscription, your data is stored securely on UK-based servers.

14.2. You may export your data at any time in Excel format through Cara, the Platform's AI assistant. Exportable data includes clients, invoices, deadlines, and interactions. AML forms can be exported as PDF.

14.3. Upon Account closure or termination:

  • Your Account data (company details, user information, billing records) is retained for 6 years in accordance with UK legal requirements
  • Your Client Data remains available for export for 90 days, after which it is permanently deleted
  • Audit logs are retained for 6 years

14.4. We strongly recommend exporting all data you wish to retain before cancelling your Account.

15. Data Processing Agreement

15.1. Where you upload Client Data containing personal data to the Platform, you are the data controller and we are the data processor.

15.2. We will:

  • Process Client Data only on your documented instructions
  • Ensure persons authorised to process the data are bound by confidentiality obligations
  • Implement appropriate technical and organisational security measures
  • Not engage subprocessors without your prior authorisation (see Section 15.4)
  • Assist you in responding to data subject requests
  • Assist you in ensuring compliance with your obligations regarding security, breach notification, and impact assessments
  • Delete or return Client Data upon termination of your Account (subject to legal retention requirements)
  • Provide you with information necessary to demonstrate compliance with these obligations

15.3. Current Subprocessors: We use the following subprocessors to provide the Service:

  • Digital Ocean (hosting and infrastructure) — UK
  • Stripe (payment processing) — EU/US
  • Google Workspace (email delivery) — EU/US
  • Anthropic (AI processing for Cara) — US

15.4. Subprocessor Changes: We will notify you by email at least 14 days before adding any new subprocessors. If you object to a new subprocessor, you may terminate your Account before the change takes effect.

15.5. International Transfers: Where subprocessors are located outside the UK, we ensure appropriate safeguards are in place, including Standard Contractual Clauses approved by the UK Government.

16. Limitation of Liability

16.1. Nothing in these Terms excludes or limits our liability for:

  • Death or personal injury caused by our negligence
  • Fraud or fraudulent misrepresentation
  • Any liability that cannot be excluded or limited by law

16.2. Subject to Section 16.1, we shall not be liable for any:

  • Loss of profits, revenue, business, or anticipated savings
  • Loss of data or data corruption
  • Loss of goodwill or reputation
  • Indirect, incidental, special, or consequential damages
  • Any loss arising from your use of or reliance on Cara or any AI-generated outputs
  • Any loss arising from your reliance on the Platform's AML tools for compliance purposes

16.3. Subject to Section 16.1, our total liability arising out of or in connection with these Terms shall not exceed the total fees paid by you in the 12 months preceding the claim.

16.4. The Platform is provided "as is" and "as available". We make no warranties, express or implied, regarding the Platform's fitness for a particular purpose, reliability, or accuracy.

17. Indemnification

You agree to indemnify and hold us harmless from any claims, damages, losses, or expenses (including legal fees) arising from:

  • Your use of the Platform
  • Your breach of these Terms
  • Your violation of any applicable law
  • Any Client Data you upload to the Platform
  • Any claim by a third party relating to your use of the Platform
  • Your use of or reliance on Cara or any AI-generated outputs
  • Any failure to comply with AML or other regulatory requirements

18. Termination

18.1. Termination by You: You may terminate your Account at any time by cancelling your Subscription as described in Section 6.

18.2. Termination by Us: We may suspend or terminate your Account immediately if:

  • You breach these Terms
  • You fail to pay fees when due
  • We reasonably believe your Account is being used fraudulently or illegally
  • We are required to do so by law

18.3. Effect of Termination: Upon termination:

  • Your access to the Platform ceases immediately
  • You remain liable for any outstanding fees
  • Your Client Data remains available for export for 90 days
  • Sections that by their nature should survive termination will continue to apply

19. Changes to These Terms

19.1. We may update these Terms from time to time. Material changes will be notified to you via email or through the Platform at least 14 days before they take effect.

19.2. Continued use of the Platform after changes take effect constitutes acceptance of the updated Terms.

19.3. If you do not agree to updated Terms, you must stop using the Platform and cancel your Account.

20. General Provisions

20.1. Entire Agreement: These Terms, together with our Privacy Policy, constitute the entire agreement between you and us regarding the Platform.

20.2. Severability: If any provision of these Terms is found to be unenforceable, the remaining provisions remain in full force and effect.

20.3. Waiver: No failure or delay by us in exercising any right shall constitute a waiver of that right.

20.4. Assignment: You may not assign your rights under these Terms without our written consent. We may assign our rights to any successor or affiliate.

20.5. Third Party Rights: These Terms do not create any rights for third parties under the Contracts (Rights of Third Parties) Act 1999.

20.6. Governing Law: These Terms are governed by the laws of England and Wales.

20.7. Jurisdiction: Any disputes arising from these Terms shall be subject to the exclusive jurisdiction of the courts of England and Wales.

21. Contact Us

For questions about these Terms, contact us at:

Email: [email protected]

Address:
Samana Marks Limited
43-45 Dorset Street
London
W1U 7NA
United Kingdom

By using the Edgevance Platform, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service.