This Acceptable Use Policy is part of the Terms of Service. It applies to everyone who uses Summafolio.
You may use the Service only for authorized fiduciary matters
Use the Service for matters you are the fiduciary of, or that the fiduciary has authorized you to work on, such as an attorney, CPA, paralegal or professional fiduciary acting for a client.
Prohibited matters
- Guardianships or conservatorships of minors, and any matter in which a beneficiary or other interested person whose share is accounted for is a minor.
- Matters you are not authorized to handle, or statements you are not entitled to possess.
Prohibited conduct
You may not use the Service to:
- prepare an accounting you know to be false or misleading, conceal assets or transactions, or misstate values, dates or parties;
- falsely state that an accounting was prepared, reviewed or approved by us, by a court or by any professional;
- commit or facilitate fraud, embezzlement, money laundering, sanctions evasion or any other unlawful activity;
- upload content that infringes anyone's rights, contains malware, or that you don't have the right to upload;
- access another workspace or another person's data, or attempt to bypass authentication, encryption or the minors block;
- probe, scan or test the vulnerability of the Service except as described on our Security page for good-faith research;
- interfere with or overload the Service, or scrape or copy it to build a competing product; or
- resell or provide the Service to third parties without our written agreement.
Enforcement
We may investigate suspected violations, remove content, suspend or terminate accounts and report unlawful activity to authorities. Report a violation to legal@summafolio.com.