Terms of Use

Last updated: 8 September 2026

These terms govern access to and use of the Cassandra Tax platform and public website operated by Cassandra Research Pty Ltd (“Cassandra”, “we”, “us”). By creating an account, signing in, or otherwise using the service, you agree to these terms on behalf of yourself and the organisation you represent.

1. The service

Cassandra Tax is a practice-management and tax-workflow platform for Australian tax professionals and their authorised clients. It provides preparation, review, document, signature, and lodgement tools. Availability of specific ATO or third-party workflows depends on the applicable approvals, credentials, service configuration, and product entitlements.

2. Eligibility and accounts

3. Acceptable use

You agree not to:

4. Professional responsibility

Cassandra Tax provides software tools; it does not provide tax, legal, or professional advice. Registered tax agents and authorised users remain responsible for verifying information, exercising professional judgement, and complying with their own legal, ethical, and ATO obligations. An automated review flag or workflow result is not a substitute for human review and approval.

5. Subscriptions and third-party services

Paid features are subject to the selected subscription terms and billing schedule. The service may integrate with third-party accounting, identity, signature, storage, and ATO services. Your use of those services may be governed by separate terms and requires the relevant approvals and credentials.

6. Intellectual property

The service, its software, interfaces, documentation, and related materials are owned by or licensed to Cassandra. We grant you a limited, non-exclusive, non-transferable right to use the service for authorised internal business purposes. You retain responsibility for your own client and practice data.

7. Disclaimers and limitation of liability

The service is provided on an “as available” basis. To the maximum extent permitted by law, we make no warranty that the service will be uninterrupted or error-free, and we exclude liability for indirect or consequential loss. Nothing in these terms limits any non-excludable rights under the Australian Consumer Law.

8. Suspension and termination

We may suspend or terminate access for breach of these terms, unlawful use, non-payment, or to protect the security of the service or other users. You may stop using the service at any time; fees and data-retention obligations continue as described in your subscription and the privacy policy.

9. Changes

We may update these terms from time to time. Material changes will be posted on this page and, where appropriate, notified to account holders. Continued use after the effective date constitutes acceptance of the updated terms.

10. Contact

Questions about these terms may be sent to support@cassandra.tax.