Fix your numbers. Scale your strategy.

“My business is growing, but I didn't want to get buried in spreadsheets. CorpDoc is different. They take the numbers and show me what actually matters. Now I'm not just thinking about selling, I know how to 5x this thing."
_{Laura C, Founder, lifestyle company I CorpDoc Advisory, turnaround.}

Pick Your Path to Clear Numbers

What our clients say

"CorpDoc delivers accurate, on-time bookkeeping support that you can truly rely on. As a founder of several companies, I was struggling with a lack of financial clarity, until CorpDoc stepped in and brought a fresh, organized perspective. They came highly recommended to me, and I’ve since recommended them to anyone seeking reliable, fairly priced service."
_{CorpDoc Client I Bookkeeping, Advisory}

"We needed more than due diligence; we needed a partner to understand if the business we were buying was the right one. CorpDoc helped us navigate the entire process-from initial contact through complex negotiations. They were a super solution for us as owners in a difficult transaction."
_{CorpDoc Client I Due Diligence Advisory}

"As a high-growth Al company, navigating our foundational setup was critical. Darren guided us through the entire journey with a sharp focus on protecting our core IP and building robust financial models. They provided us with a completely different strategic perspective and the vision to scale with confidence."
_{CorpDoc Client I Strategic Advisory}

How CorpDoc Works

For Every Business. However You Need Us.

We handle the financial heavy lifting – so you can stay focused on scaling your business.

“After a bad deal put our profitable business at risk, CorpDoc stepped in to restructure. We achieved 80% EBITDA growth in 3 months with CorpDoc – a significant milestone we couldn't have achieved without them.”
_{Florian K, Owner, sports company I CorpDoc Advisory, turnaround.}

“CorpDoc found $400k in annual waste our old firm missed for 3 years.”
_{Sarah H, Founder, 8-figure ecomm brand I CorpDoc Advisory}

Lets Talk If…

If you want to further pre-qualify for the Business Health Check (not just the toolkit)"For the full Business Health Check (from $5k), we typically work with $1M+ businesses. But if you're smaller with complex problems? Or just starting out? Book the call anyway. We'll tell you straight."

• X
• LinkedIn
• Facebook
• Email
• Instagram

^{© CorpDoc. All rights reserved. | Clear Numbers. Confident Decisions.}

^{Privacy Policy | Terms}
www.corpdoc.io

Get clarity fast with your free toolkit.
For help with understanding your numbers, talk to Darren

• Contribution Margin
• CAC Payback Period
• Revenue Retention

Privacy Policy – CorpDoc
Effective Date: May 2026
Last Updated: May 20261. Introduction
CorpDoc (“we,” “us,” “our”) is a brand of HamptonTCI. We provide free online tools (including financial calculators) and advisory services.
This Privacy Policy explains how we collect, use, disclose, and protect personal information when you:• Visit our website (www.CorpDoc.io)
• Sign up for email updates to access free tools
• Fill out a contact form to inquire about our services
• Engage us under a separate written contract for paid advisory or payroll services (that contract governs that data – this policy does not apply)We comply with applicable laws, including the GDPR (EU/UK), CCPA/CPRA (California), Canada’s PIPEDA, Australia’s Privacy Act (APPs), New Zealand’s Privacy Act 2020, Hong Kong’s PDPO, and Singapore’s PDPA.
By using our site and providing your information, you acknowledge that you have read and understood this policy.2. What Information We Collect
We collect only the information necessary for each specific interaction.A. Free Tools Sign Up (Email List)
The free tools are powered by FinCore, a brand of HamptonTCI. However, all data collection and processing is performed by HamptonTCI / CorpDoc as described in this policy. When you sign up to access free tools, you voluntarily provide your name and email address. The tools themselves (calculators) process data only on your device – we do not store, see, or receive any numbers or results you enter.You will be asked to opt in via an unchecked checkbox with the following wording:
☐ I consent to CorpDoc using my name and email to provide free tools emails. I have read the Privacy Policy.Your consent is required before we send any communications.B. Contact Form (Advisory Inquiries)
When you fill out a contact form to ask about our advisory services, you may provide your name, email address, optional phone number, company name and title, and a message. We use this information solely to respond to your request.C. Automatic Collection (Limited)
Our site uses no tracking cookies or analytics except for strictly necessary session cookies. See the Cookie Notice below (Section 11). We do not collect IP addresses, browsing behaviour, or device information through the sign up or contact forms.D. Separate Contract Engagements (Payroll / Advisory Work)
If you become a client under a separate written contract for payroll processing or paid advisory services, we will collect client information as defined in that contract. That contract, not this website privacy policy, governs how we handle that data. This policy does not apply to those engagements.3. How We Use Your Information
• Free tools sign up: To provide access to free tools and send related emails (e.g., tool updates or important notices). Legal basis: your consent.• Contact form: To respond to your inquiry. Legal basis: legitimate interest.
• Improve our services and site functionality: Legal basis: legitimate interest.
• Comply with legal obligations: Legal basis: legal obligation.
We do not sell or share your personal information with any third party for cross context behavioural advertising or any other purpose.4. How We Share Your Information
We share your information only as strictly necessary:
• With HubSpot (our data processor) – We use HubSpot, accessed through our site builder Carrd, to manage names and email addresses from sign ups and contact forms. HubSpot acts as a processor under a Data Processing Agreement (including EU Standard Contractual Clauses). We have accepted that agreement.
• With service providers – Other trusted third parties (e.g., email delivery, hosting) who are contractually bound to protect your data.
• For legal compliance – When required by law, subpoena, or court order.
• Business transfers – In the event of a merger or acquisition.
We do not sell, rent, or trade your personal information.5. International Data Transfers
We operate globally. Your information may be transferred to and processed in countries outside your own (including the US, where HubSpot is located). When we transfer data from regions with strict data protection laws (e.g., EEA, UK, Australia, New Zealand, Hong Kong, Singapore, Canada) to countries not deemed adequate, we implement appropriate safeguards, such as Standard Contractual Clauses with HubSpot.6. Data Security
We implement industry standard technical and organisational measures, including encryption and strict access controls, to protect your personal information against unauthorised access, alteration, or destruction.7. Data Retention
• Email sign up: We retain your name and email until you unsubscribe or withdraw consent. After you unsubscribe, we delete your information within 30 days. Unsubscribing does not revoke your access to the free tools – you may continue using the calculators without providing an email.
• Contact form inquiries: Retained for up to 12 months after last contact, unless a longer period is required by law.
• Separate contract data: Retained as specified in the applicable contract.8. Your Rights
Regardless of your location, you have the right to:
• Access – Request a copy of your personal information.
• Correction – Ask us to correct inaccurate information.
• Deletion – Request deletion of your information (subject to legal exceptions).
• Withdraw consent – If you previously opted in, you can withdraw at any time (using the unsubscribe link in emails or by contacting us).
To exercise any of these rights, contact us at [email protected].9. Region Specific Notices
Depending on your location, additional rights or notices apply. Please read the section that applies to you.For Residents of the European Union / European Economic Area (including Ireland) and the United Kingdom (GDPR)
In addition to the global rights above, you have:
• The right to restriction of processing.
• The right to data portability.
• The right to object to processing based on legitimate interests (e.g., our contact form responses).You also have the right to lodge a complaint with your local data protection authority (e.g., the ICO in the UK or the DPC in Ireland).
For California Residents (CCPA/CPRA)We do not sell or share your personal information for cross context behavioural advertising. You have the right to know what personal information we collect, use, and disclose; to request deletion; and to non discrimination for exercising your rights. A “Your Privacy Choices” link is provided on our website footer.For Australian Residents (Privacy Act – APPs)
At the time we collect your information, we provide this Collection Notice (APP 5):
• Identity and contact: CorpDoc / HamptonTCI, [email protected].
• Purpose: To provide access to free tools or to respond to your inquiry.
• Consequences if you do not provide: You will not be able to access the free tools or receive a response.
• Disclosure: To HubSpot (processor) as described in section 4.
• Overseas disclosure: Your information may be transferred to the US.
• Access and correction: You have the right to access and correct your information.
For New Zealand Residents (Privacy Act 2020 – IPPs)We collect your personal information directly from you. If we ever collect information about you from a third party indirectly, we will take reasonable steps to notify you, unless an exception applies. You have the right to access and correct your information and to complain to the New Zealand Privacy Commissioner.For Hong Kong Residents (PDPO)
Before collecting your information, we inform you (Personal Information Collection Statement):
• Purpose: Granting access to free tools or responding to your inquiry.
• Data transfer: To HubSpot (US) and as described in section 4.
• Your rights: You may request access to or correction of your data by contacting [email protected].
• Direct marketing: We do not use your data for direct marketing without separate explicit consent. The CorpDoc sign up is for tool access and related service emails only.
For Singapore Residents (PDPA)
We obtain your prior consent for collection and use (unchecked opt in box). You may withdraw consent at any time. If we collect business contact information (e.g., corporate email address for work related purposes), certain PDPA obligations may not apply, but we apply the same protections.For Canadian Residents (PIPEDA)
We comply with PIPEDA. You have the right to access, correct, and challenge our compliance. If you reside in Alberta, British Columbia, or Quebec, additional provincial laws may apply, but for our minimal collection (name and email), this policy meets core requirements. You may complain to the Office of the Privacy Commissioner of Canada if unresolved.10. How to Unsubscribe or Withdraw Consent
Every email we send from the CorpDoc sign up list contains a clear unsubscribe link. You may also contact us at [email protected] to request removal.
Withdrawing consent (unsubscribing) does not affect your access to the free tools. The calculators work entirely on your device without requiring an active email subscription.11. Cookie Notice
Our website uses only strictly necessary session cookies. These cookies are essential for the website to function properly (e.g., to maintain your session or to remember your consent preferences). They do not collect any personal information and are deleted when you close your browser.
We do not use:
• Analytics cookies (e.g., Google Analytics)
• Advertising or tracking cookies
• Third party cookies for social media or embedded content
Because we use no non essential cookies, we do not display a cookie consent banner. However, if you wish to block all cookies (including necessary ones), you may adjust your browser settings – but this may prevent the website from working correctly.12. Data Breach Response
We take data protection seriously. A data breach could occur if, for example:
• An unauthorised person gains access to our HubSpot account (e.g., through stolen credentials or a system vulnerability).
• Our email service provider suffers a security incident that exposes our mailing list.
• A physical breach (e.g., lost or stolen laptop) exposes unencrypted personal information.
While we maintain industry standard security, no system is 100% secure. In the event of a personal data breach that is likely to result in a risk to your rights and freedoms, we will:
• Notify the relevant supervisory authority within 72 hours where required (e.g., ICO for UK, DPC for Ireland, OAIC for Australia, etc.).
• Notify affected individuals without undue delay if the breach is likely to result in a high risk to their rights.
• Keep internal records of all breaches, regardless of whether notification is required.
If we become aware of a breach involving your information, we will follow the procedures required by your local law. You may also contact us at [email protected] for breach related queries.13. Third Party Links
Our site may contain links to third party websites. This policy does not apply to those sites, and we are not responsible for their privacy practices.14. Updates to This Policy
We may update this policy periodically. The “Last Updated” date at the top indicates changes. If we make material changes, we will notify you via email (if you have signed up) or a notice on our site.15. Contact Us
CorpDoc / HamptonTCI Data Protection Contact
Email: [email protected]
For data protection officer inquiries (required for GDPR, PIPEDA, etc.), please use the same email.16. Separate Contract Exception – Reminder
If you are a client under a separate written contract for payroll or paid advisory services, the handling of your business or employee data is governed exclusively by that contract. This website privacy policy does not apply to those engagements.End of Policy

CORPDOC – Terms and Conditions
Last Updated: May 2026 | Version 2.0CONFIDENTIAL
These Terms and Conditions (the "Terms"), together with any online checkout, order confirmation, or order summary that expressly incorporates them (a "Product Order Form"), any engagement letter issued by HamptonTCI (an "Engagement Letter"), any applicable schedule or addendum, and any document expressly incorporated by reference (together, the "Agreement"), constitute a legally binding agreement between you ("Client", "you", or "your") and HamptonTCI, a company incorporated in Hong Kong and trading under the brand name "CorpDoc" ("HamptonTCI", "CorpDoc", "we", "us", or "our"), governing your access to and use of the corpdoc.io website (the "Site"), the purchase and use of any services (the "Services"), any digital products, software, or platforms made available by us (the "Licensed Products"), and any free tools, calculators, templates, or content made available by us.
IMPORTANT (SOLE TRADERS AND CONSUMERS): If you are a sole trader or an individual entering into this agreement otherwise than in the course of a business, certain provisions of these Terms may be affected by applicable consumer protection legislation in your jurisdiction. Nothing in these Terms excludes or limits any rights you may have under such legislation. We recommend you take independent legal advice before signing if you are located outside Hong Kong.1. Introduction and Relationship to HamptonTCI
1.1 Contracting Entity. The Site is operated under the brand name "CorpDoc". CorpDoc is a trading name used by HamptonTCI. The Client's sole contractual counterparty for all Services, Licensed Products, invoices, rights, remedies, obligations, disclaimers, exclusions, limitations, and indemnities under this Agreement is HamptonTCI.
1.2 Order of Precedence. In the event of any conflict or inconsistency between the documents forming this Agreement, the following order of precedence applies: (a) any signed written amendment expressly stated to override this Agreement; (b) the Engagement Letter; (c) the Product Order Form; (d) Schedule 1 in respect of Licensed Products and Schedule 2 in respect of acceptable use; (e) these Terms; (f) the Privacy Policy solely in relation to personal data processing; and (g) Site content.
1.3 No Client Terms. Any terms contained in any purchase order, vendor onboarding form, procurement portal, or other document issued by the Client are expressly excluded and shall have no effect unless HamptonTCI expressly agrees to them in a document signed by HamptonTCI.
By using our Site, purchasing a Service, or using any free tools, you acknowledge that you have read, understood, and agree to be bound by these Terms. If you do not agree, please do not use our Site or Services.
These Terms incorporate by reference the HamptonTCI Privacy Policy, accessible at hamptontci.com/privacy-cookies-security-legal-policies (the "Privacy Policy"), as it relates to the processing of your personal data.2. Our Services
CorpDoc offers the following services:
Bookkeeping Starter Package: a recurring monthly subscription service described in Section 3.1.
Business Health Check: a one‑time advisory and diagnostic service described in Section 3.2.
Free Digital Tools and Calculators: diagnostic tools and financial calculators made available free of charge for informational and educational purposes only.3. Purchase of Services and Payment Terms
3.1 Bookkeeping Starter Package (Subscription)
Service Description
This is a monthly subscription with tiered pricing based on transaction volume. The base package includes up to 25 transactions per month.
Definition of a Transaction
For the purpose of calculating transaction counts and overage fees, a transaction means any of the following:
sales invoice out;
purchase invoice in;
journal entry processed.
Bank feed imports are not counted as separate transactions. Where there is any dispute as to whether an item constitutes a transaction, CorpDoc's reasonable classification shall be conclusive absent manifest error.Monthly Transaction Tiers and Pricing
Up to 25 transactions per month – Monthly fee: USD $500. No overage.
26 to 70 transactions per month – Monthly fee: USD 500base,plus500base,plus10 per transaction over 25 (i.e., for 26‑70 transactions, the overage applies only to the portion above 25).
71 to 75 transactions per month – Same monthly fee as for 70 transactions, with no extra charge for the additional transactions (71‑75).
Over 75 transactions per month – Custom quote required. Contact [email protected]. Until a custom quote is agreed in writing and signed by both parties, CorpDoc's standard overage rate of USD $10 per transaction above 70 shall apply as the default billing rate.CUSTOM VOLUME: For more than 75 transactions per month, please contact us at [email protected] for a custom quote. Until a custom quote is agreed in writing and signed by both parties, CorpDoc's standard overage rate of USD $10 per transaction above 70 shall apply as the default billing rate.Billing, Initial Commitment Period, Introductory Discount and Advance Payment
Definitions. For the purposes of this Section 3.1:
(a) "Service Commencement Date" means the date on which CorpDoc confirms in writing that onboarding is complete;
(b) "Billing Month" means each successive one‑month period beginning on the Service Commencement Date and each monthly anniversary thereof;
(c) "Initial Commitment Period" means the period from the Service Commencement Date to the last day of the fifteenth (15th) Billing Month;
(d) "Paid Billing Period" means Billing Months 4 to 15; and
(e) "Introductory Discount" means the discount applied to Billing Months 1, 2, and 3 under paragraph 3 below.
Minimum Commitment. The Client commits to purchase the Bookkeeping Starter Package for the full Initial Commitment Period. The pricing and promotional terms in this Section are offered in reliance on that minimum commitment.
Introductory Discount. Subject to the Client's full compliance with this Agreement and timely payment of all amounts due, the monthly service fee for Billing Months 1, 2, and 3 is discounted to USD $0. The Introductory Discount is conditional upon the Client completing the Initial Commitment Period and is not a separate entitlement.
Advance Payment. On signing or checkout, the Client shall pay a non‑refundable advance commitment payment of USD $500. This amount is not a deposit, is non‑refundable in all circumstances, and shall be applied as a credit against the fees first falling due for Billing Month 4 only. It does not carry forward beyond Billing Month 4 and is not refundable upon expiry or completion of the Initial Commitment Period or upon any termination for any reason.
Monthly Billing. Billing Months 4 to 15 shall be charged monthly based on actual transaction volume for the relevant Billing Month in accordance with the pricing table, together with any overage charges, approved out‑of‑scope work, pass‑through third‑party costs, and applicable taxes.
Automatic Renewal. On expiry of the Initial Commitment Period, the Bookkeeping Starter Package shall automatically renew on successive monthly terms (each a "Renewal Term") unless either party gives the other not less than thirty (30) calendar days' written notice to expire on the last day of the then‑current Billing Month.
Early Termination and Recovery of Introductory Discount
The Client may terminate this Agreement during the Initial Commitment Period on not less than thirty (30) calendar days' written notice to [email protected], but such notice does not relieve the Client of the amounts payable under this section.
If the Client terminates before expiry of the Initial Commitment Period, or if CorpDoc terminates for cause as a result of the Client's breach, non‑payment, or non‑cooperation, the Client shall immediately pay to CorpDoc as a debt: all accrued and unpaid fees, overage charges, approved out‑of‑scope charges, and third‑party costs to the effective date of termination; and an amount equal to the aggregate value of the Introductory Discount applied to Billing Months 1, 2, and 3 (being USD $1,500 in total), less any portion already recovered by CorpDoc. The parties agree this amount is the agreed reversal of a conditional introductory discount and not a penalty.WORKED EXAMPLE: If a Client exits in Month 7, they owe USD 1,500fortheconditionalIntroductoryDiscount(Months1to3).TheUSD
1,500fortheconditionalIntroductoryDiscount(Months1to3).TheUSD500 advance payment has already been applied to Month 4. The net balance due on termination is USD $1,500 plus any unpaid monthly fees to the termination date.
Following expiry of the Initial Commitment Period, either party may terminate for convenience on not less than thirty (30) calendar days' written notice, to expire on the last day of the then‑current Billing Month.
Payment Terms: Invoicing, Set‑Off, Gross‑Up, Chargebacks and Collection Costs
Invoicing and Due Date. CorpDoc shall invoice the Client monthly in arrears for recurring fees, transaction overages, approved out‑of‑scope work, pass‑through costs, and any other amounts due. Unless stated otherwise, each invoice is due in full within seven (7) calendar days of the invoice date.
Payment in Full Without Set‑Off. All amounts payable by the Client shall be paid in full, in cleared funds, in USD, without set‑off, counterclaim, deduction, withholding, abatement, or reduction of any kind, except to the extent required by applicable law.
Gross‑Up for Withholding Taxes. If any deduction or withholding is required by law from any payment under this Agreement, the Client shall pay such additional amount as is necessary to ensure that CorpDoc receives, after such deduction or withholding, the full amount it would have received had no deduction or withholding been required. The Client shall promptly provide valid evidence of any such deduction and payment to the applicable authority.
Taxes. All fees are exclusive of sales tax, VAT, GST, withholding tax, use tax, or similar levies, all of which are borne by the Client, except taxes imposed on CorpDoc's net income.
Invoice Disputes. The Client must notify CorpDoc in writing of any genuine invoice dispute within five (5) calendar days after the invoice date, specifying the nature and amount disputed. Failing such notice, the invoice is deemed accepted and final. A dispute does not entitle the Client to withhold or delay payment of any undisputed amount.
Chargebacks and Failed Payments. If any payment is reversed, charged back, dishonoured, or declined, CorpDoc may: (a) treat the amount as overdue from the original due date; (b) re‑present the payment instruction; (c) suspend the Services in accordance with Section 6; and (d) recover from the Client all bank, card network, merchant acquirer, and administrative fees incurred in connection with the failed payment.
Late Charges. Any overdue amount shall accrue a late charge from the due date at 1.5% per month, or the maximum rate permitted by law if lower, subject to a minimum of USD $15.00 per overdue invoice.
Collection Costs. The Client shall reimburse CorpDoc on demand for all reasonable costs of collecting or attempting to collect any overdue amount, including legal fees, debt collection agency fees, court fees, and enforcement costs.
CorpDoc Records. CorpDoc's billing systems, usage records, and transaction counts shall be prima facie evidence of amounts due, absent manifest error.
Currency
All fees are quoted and payable in United States Dollars (USD). Clients located outside the United States bear all currency conversion risks and any associated bank fees.
3.2 Business Health Check (One‑Time Service)
Price
The price for this service is as stated on the Site (starting from USD $5,000). Any additional costs due to business size or complexity will be confirmed in writing prior to commencement of work.
Payment
Full payment is due before commencement of the service, unless otherwise agreed in writing.
Commencement of Work
Once payment is received and the Client provides all required information within fourteen (14) calendar days of payment, CorpDoc will commence work. If the Client fails to provide required material within the agreed timeframe, CorpDoc has the right to terminate the contract with no refund of fees paid.
Cancellation and Refund
If the Client cancels after work has commenced, no refund will be provided. If CorpDoc cancels due to a Client breach, no refund will be provided. If CorpDoc refuses work before commencement due to conflict of interest or legal prohibition, any fees paid will be refunded in full within fourteen (14) calendar days.
Service Delivery Timeframe
The estimated delivery time will be agreed at the initial discussion and is contingent upon receipt of all required information and full payment. Any delay caused by the Client's failure to provide information on time shall not constitute a breach by CorpDoc.
Client Obligations
The Client agrees to provide all requested financial statements, sales reports, payment records, and other necessary information in a timely manner. All information received will be maintained in strict confidence as set out in Section 16.
Deliverable
The Business Health Check is a one‑time report and does not include follow‑up support unless separately agreed. Any follow‑up work will be subject to a separate written agreement and additional fees.4. Service Delivery Standards (Bookkeeping Starter Package)
CorpDoc commits to the following minimum service delivery standards:
Monthly bookkeeping outputs will be delivered within fourteen (14) Business Days of CorpDoc receiving all required information from the Client for the relevant month. "Business Day" means any day other than a Saturday, Sunday, or public holiday in Hong Kong.
The fourteen (14) Business Day clock commences only upon receipt of complete and accurate information from the Client.
In the event of a force majeure event, third‑party platform outage, or other circumstance beyond CorpDoc's reasonable control, the delivery period shall be extended by a reasonable period.
CorpDoc will notify the Client promptly if it anticipates any material delay and will use reasonable endeavours to minimise such delay.NOTE: These standards represent CorpDoc's current operational commitment and do not constitute a warranty that outputs will be error‑free. See Section 9 regarding CorpDoc's warranty for paid services.5. Onboarding and Client Cooperation (Bookkeeping Starter Package)
Commencement of the Bookkeeping Starter Package is contingent upon the successful completion of CorpDoc's onboarding process. The Client agrees to provide:
an accurate copy of the full General Ledger (GL) and Trial Balance (TB);
a copy of the last statutory accounts and the GL/TB as of the date of those accounts;
a current General Ledger extract in CSV format; and
access to the Client's existing and current accounting ledger.
If the Client fails to provide required information within fourteen (14) calendar days of signing up, CorpDoc has the right to terminate this Agreement with no refund of any fees paid.
CorpDoc reserves the right to decline service for any lawful reason, including due diligence, compliance, or legal concerns.

6. Suspension and Termination
6.1 Suspension Rights. CorpDoc may suspend, withhold, or disable all or any part of the Services, any Deliverables in progress, and any access to any Licensed Product immediately on written notice to the Client if: (a) any amount due under this Agreement remains unpaid for more than ten (10) calendar days after its due date; (b) any payment is reversed, charged back, or CorpDoc reasonably believes payment is at risk; (c) the Client breaches any material provision of this Agreement, including Schedules 1 or 2; (d) the Client fails to provide required information, records, access, or cooperation in a timely manner; (e) CorpDoc reasonably suspects unauthorised access, misuse, fraud, unlawful conduct, sanctions risk, anti‑money laundering risk, or other compliance concern; or (f) the Client enters insolvency, liquidation, administration, receivership, or any analogous process.6.2 Effect of Suspension. During any period of suspension: (a) CorpDoc has no obligation to continue performing Services or meeting any delivery timetable; (b) all delivery dates are extended by the duration of the suspension plus a reasonable remobilisation period; (c) the Client's payment obligations continue in full; and (d) CorpDoc may withhold Deliverables, disable access credentials, and suspend use of any platform provided under a licence held by CorpDoc.6.3 Termination for Cause by CorpDoc. CorpDoc may terminate this Agreement immediately on written notice if: (a) any amount due remains unpaid for more than thirty (30) calendar days after its due date; (b) the Client initiates or permits a chargeback or payment recall and does not procure full reinstatement within five (5) calendar days; (c) the Client commits a material breach incapable of remedy; (d) the Client commits a remediable material breach and fails to remedy it within seven (7) calendar days after written notice; or (e) any circumstance in Section 6.1(e) or 6.1(f) arises.6.4 Termination for Cause by Either Party. Either party may terminate this Agreement on written notice if the other party commits a material breach incapable of remedy, or commits a remediable material breach and fails to remedy it within seven (7) calendar days after written notice.6.5 Software and Data on Suspension or Termination. Where CorpDoc holds the licence to any software or platform used for the Services, CorpDoc may revoke or restrict the Client's access on suspension or termination. CorpDoc may retain administrative access solely for legal compliance, record retention, dispute resolution, and fee recovery purposes. Any data export is subject to the Client first paying all outstanding amounts in full and making a written request within thirty (30) calendar days after the effective termination date.6.6 Accrued Rights. Suspension or termination is without prejudice to any accrued rights, amounts due, or right to recover losses arising from the Client's breach.7. Refund and Cancellation Policy
Free Digital Tools: no refund applicable as no payment is taken.Bookkeeping Starter Package: all monthly subscription fees (Billing Months 4 to 15) are non‑refundable once incurred. The advance payment of USD $500 is non‑refundable in all circumstances. There are no refunds or credits for partially used months.Business Health Check: the fee is fully earned upon commencement. No refunds will be provided except where CorpDoc refuses work before commencement due to conflict of interest or legal prohibition.CONSUMER RIGHTS (COOLING‑OFF): If you are a consumer or sole trader and applicable local law grants you a statutory right to cancel (e.g., a 14‑day cooling‑off period under UK or EU law), that right applies notwithstanding the above. Please notify us at [email protected] within the applicable period if you wish to exercise this right. Once a service has commenced with your agreement before the cooling‑off period expires, your right to cancel without charge may be reduced or lost.8. Free Digital Tools and Calculators: Disclaimer of Warranties and Limitation of Liability
The free digital tools (including calculators) available on this Site are powered by FinCore, a digital tools brand of HamptonTCI. For all legal purposes, these tools are provided by CorpDoc / HamptonTCI, and these Terms apply to your use of them. “FinCore” is not a separate legal entity and does not independently collect or process your data.
Any free diagnostic tools, calculators, templates, or other electronic resources are provided "AS IS" and "AS AVAILABLE" for informational purposes only. They do not constitute financial, accounting, legal, or other professional advice.No Professional Advice
These tools are not a substitute for advice from a certified professional who is fully informed of your specific circumstances. Any reliance you place on such information is strictly at your own risk.Not Certified for Compliance
These tools are not certified for regulatory compliance (including tax, audit, or financial reporting purposes). You may not rely on them for any such compliance obligations.Data Collection and Opt‑Out
To access the free digital tools, we collect your name and email address solely to provide access to the tools and for limited marketing communications. You may opt out of marketing emails at any time by clicking the "unsubscribe" link or by contacting [email protected]. We do not retain any input values you enter into the calculators. For full details, please refer to the Privacy Policy.No Warranties
To the fullest extent permitted by law, CorpDoc and HamptonTCI make no representations or warranties of any kind regarding the accuracy, reliability, completeness, or suitability of the tools or calculations. All implied warranties are expressly disclaimed.Limitation of Liability
In no event shall CorpDoc or HamptonTCI be liable for any direct, indirect, incidental, special, consequential, or punitive damages arising out of your use of these free tools. Your sole remedy for dissatisfaction is to discontinue use. Nothing in this clause limits any rights you may have under applicable consumer protection laws.Prohibition on Redistribution
You may not redistribute, resell, sublicense, or otherwise make the free tools available to any third party for commercial purposes.9. Warranty and Limitation of Liability for Paid Services
WarrantyLimited Warranty. CorpDoc warrants that it will perform all paid Services using reasonable care and skill consistent with generally accepted professional standards applicable to non‑audit bookkeeping and advisory services in Hong Kong.No Wider Assurance. Unless expressly stated in an Engagement Letter, CorpDoc does not undertake any audit, assurance engagement, fraud detection review, legal review, tax advice, valuation exercise, insolvency advice, regulated financial advice, or verification of the Client's internal controls. CorpDoc is entitled to rely on all information, records, explanations, instructions, and data provided by or on behalf of the Client without independent verification.Deemed Acceptance. The Client shall review each Deliverable promptly on receipt. Unless the Client gives CorpDoc written notice within five (5) Business Days after delivery specifying in reasonable detail any material non‑conformity with the express warranty in paragraph 1, that Deliverable shall be deemed accepted.Exclusions from Warranty. CorpDoc shall have no responsibility for any error, delay, or non‑conformity to the extent arising from: (a) inaccurate, incomplete, late, or misleading information supplied by or on behalf of the Client; (b) any act or omission of the Client or any third party; (c) any third‑party software, platform, or data source; (d) any modification to a Deliverable by any person other than CorpDoc; or (e) any use of a Deliverable outside the agreed scope or intended audience.Exclusive Remedy. If the Client establishes a breach of the express warranty in paragraph 1, CorpDoc's sole obligation, and the Client's sole and exclusive remedy, shall be, at CorpDoc's option, to re‑perform or correct the affected Service within a reasonable period after receiving a valid notice under paragraph 3.Exclusion of Other Warranties. Except as expressly set out in this Agreement, all representations, warranties, conditions, and terms, whether express, implied, statutory, or otherwise, are excluded to the fullest extent permitted by law.Contractual Time Bar. No claim arising out of or in connection with any paid Service or Deliverable may be brought by the Client unless written notice of the claim is given within twelve (12) months after the date on which the relevant Deliverable was supplied or, if no Deliverable was supplied, within twelve (12) months after the relevant act or omission occurred.Limitation of Liability (Harmonised Cap)
To the fullest extent permitted by law, the total aggregate liability of CorpDoc and HamptonTCI for any claim arising out of or relating to these Terms, the paid Services, or any Licensed Product shall not exceed the total amount of fees paid by the Client to CorpDoc in the twelve (12) months preceding the claim. This single cap applies to all claims under the main Agreement and Schedule 1 combined.No Consequential Damages
Under no circumstances shall CorpDoc or HamptonTCI be liable for any indirect, incidental, special, consequential, or punitive damages (including lost profits, lost revenue, loss of data, or third‑party claims), even if advised of the possibility of such damages. Nothing in this clause limits liability for fraud, death, or personal injury caused by negligence, or any other liability that cannot be excluded by applicable law.Data Breach: Client's Obligation to Notify and Indemnify
If the Client's failure to secure its own login credentials, systems, or data leads to a data breach affecting CorpDoc's platform or any third‑party software accessed by CorpDoc, the Client shall: (i) notify CorpDoc in writing within seventy‑two (72) hours of discovering such breach; and (ii) indemnify CorpDoc against any resulting fines, penalties, claims, or expenses. The liability cap in this Section 9 does not apply to the Client's indemnity obligation under this paragraph.Regulatory Fines
Each party shall bear its own regulatory fines arising from its own breach of applicable data protection laws, save that this does not limit the Client's indemnity obligations where CorpDoc incurs liability caused by the Client's breach, systems failure, or unlawful instructions. Nothing in these Terms excludes or limits liability for fraud, death, or personal injury caused by negligence.10. Use of Technology and AI‑Assisted Tools
CorpDoc may use technology‑assisted tools, including artificial intelligence and machine learning platforms, in the delivery of its services. The following principles apply:Human review: all AI‑generated outputs are reviewed by a qualified member of CorpDoc's professional team before delivery. No AI‑generated output is provided as standalone professional advice.No Client‑identifiable data shared without consent: CorpDoc will not transmit Client‑identifiable personal data or confidential financial data to any third‑party AI platform without the Client's prior written consent, except where strictly necessary and subject to appropriate data processing agreements.Accuracy: AI‑assisted tools may produce outputs requiring correction or interpretation. CorpDoc's warranty in Section 9 encompasses the appropriate use and review of any AI‑assisted outputs.Updates: CorpDoc will notify Clients of any material change to its AI use that affects the nature or delivery of their services with not less than thirty (30) calendar days' notice.AI TRANSPARENCY: CorpDoc is committed to responsible and transparent use of AI. If you have concerns about how AI tools are used in the delivery of your services, please contact us at [email protected].11. Compliance: AML, Sanctions and KYC
11.1 Client Representations. The Client represents and warrants that: (a) it is not subject to any sanctions administered by the United Nations, the European Union, the United Kingdom, the United States, or Hong Kong; (b) it is not owned or controlled by any sanctioned person or entity; (c) no funds used to pay CorpDoc's fees are derived from unlawful activity; and (d) it will comply with all applicable anti‑money laundering, counter‑terrorist financing, anti‑bribery, anti‑corruption, and sanctions laws.11.2 KYC and Due Diligence. The Client shall promptly provide all information and documentation reasonably requested by CorpDoc for client identification, sanctions screening, beneficial ownership verification, source‑of‑funds checks, and ongoing compliance monitoring. Failure to provide such information within the timeframe specified by CorpDoc shall be treated as a material breach.11.3 Compliance Suspension and Termination. CorpDoc may suspend or terminate the Services immediately, without liability and without refund of any fees paid, if: (a) continuation would expose CorpDoc to legal, regulatory, sanctions, anti‑money laundering, fraud, anti‑bribery, reputational, or ethical risk; (b) the Client fails to provide KYC or due diligence information promptly on request; or (c) CorpDoc reasonably suspects unlawful conduct by or in connection with the Client.11.4 No Liability for Compliance Termination. CorpDoc shall have no liability to the Client for any loss arising from any suspension or termination under this Section 11. Any fees already paid are non‑refundable in such circumstances.12. Indemnity
The Client agrees to indemnify, defend, and hold harmless CorpDoc, HamptonTCI, and their respective directors, employees, and agents from any and all claims, losses, damages, liabilities, costs, or expenses (including reasonable legal fees and regulatory fines) arising out of or relating to:the Client's breach of these Terms;any inaccurate, incomplete, or misleading information or data provided by the Client to CorpDoc;
the Client's violation of any applicable law, including tax and data protection laws;
any dispute between the Client and a third party arising from the Client's use of the services or tools;
any Prohibited Use under Schedule 1, Part B or Schedule 2;
any claim brought by the Client's own employees or any third party arising from the Client's misuse of the Deliverables or failure to comply with these Terms; and
any third‑party claim arising from the Client's unauthorised sharing of, or failure to restrict reliance on, any Deliverable in breach of Section 18.8.This indemnity shall survive termination of these Terms.13. Force Majeure
Neither party shall be liable for any delay or failure in performance resulting from causes beyond its reasonable control, including but not limited to acts of God, war, terrorism, riot, embargoes, acts of civil or military authorities, fire, floods, accidents, pandemics, strikes, or shortages of transportation facilities, fuel, energy, labour, or materials. The affected party shall: (i) notify the other party promptly of the event and its expected duration; and (ii) use reasonable endeavours to resume performance as soon as practicable. If a force majeure event continues for more than ninety (90) calendar days, either party may terminate the affected services on written notice without penalty, subject to payment of all fees for work completed prior to the force majeure event.

14. Governing Law and Dispute Resolution
Governing Law
These Terms and the Client's use of the Site and Services shall be governed by and construed in accordance with the laws of Hong Kong, without regard to its conflict of laws principles.Carve‑Outs: Urgent and Debt Recovery Proceedings
Notwithstanding the dispute resolution process below, either party may at any time, without prior notice or compliance with the negotiation or mediation steps, commence court proceedings to: (a) recover any overdue fees or other amounts due under this Agreement; (b) seek emergency or interim injunctive or other equitable relief to protect its intellectual property, confidential information, or other rights; or (c) enforce any restrictive‑use, no‑reliance, or indemnity provision of this Agreement. Nothing in this Section limits CorpDoc's right to pursue summary judgment or default judgment in respect of undisputed debts.Good Faith Negotiation
For all other disputes, the parties shall first attempt to resolve the matter by good faith negotiation for a period of not less than twenty‑one (21) calendar days from written notice of the dispute before resorting to mediation or litigation.Mediation
If the dispute is not resolved through negotiation, either party may refer it to mediation administered by the Hong Kong Mediation Centre (HKMC). Unless otherwise directed by the mediator, the costs of mediation shall be shared equally. If the dispute is not resolved within thirty (30) calendar days of the commencement of mediation, either party may refer it to the courts.Jurisdiction
If the dispute is not resolved through negotiation or mediation, it shall be submitted to the exclusive jurisdiction of the courts of Hong Kong.NOTE (CONSUMER JURISDICTION): Clients who are consumers or sole traders resident in the EU or UK may have the right to bring proceedings in the courts of their country of residence under applicable consumer protection legislation, notwithstanding the exclusive jurisdiction clause above.15. Amendments and Notification
CorpDoc may amend these Terms from time to time. If CorpDoc makes material changes, it will: (a) post the updated Terms on the Site; and (b) send an email notification to the address provided by the Client. Continued use of the Site or Services after the effective date constitutes the Client's acceptance of the changes. No amendment shall reduce the Client's accrued rights at the date of the amendment.16. Confidentiality
CorpDoc will maintain in strict confidence all non‑public information the Client provides in connection with the Services. This obligation does not apply to information that: (i) is independently developed by CorpDoc without reference to the Client's confidential information; (ii) becomes publicly known through no fault of CorpDoc; (iii) is required to be disclosed by law, regulation, or court order (in which case CorpDoc will give the Client reasonable advance notice where permitted); or (iv) is disclosed to CorpDoc's professional advisers, insurers, subcontractors, subprocessors, or prospective purchasers of CorpDoc's business, in each case under obligations of confidentiality no less protective than those in this Section.The Client agrees to keep confidential any non‑public information about CorpDoc's pricing, methodologies, or tools that is not publicly available.This obligation of confidentiality shall survive termination of these Terms for a period of five (5) years.17. Data Protection and Privacy
Controller and Processor
For the purposes of applicable data protection legislation (including GDPR, UK GDPR, the Hong Kong Personal Data (Privacy) Ordinance, and any other applicable law), CorpDoc / HamptonTCI acts as the data controller in respect of personal data collected directly from the Client. Where CorpDoc processes personal data on the Client's behalf as part of the bookkeeping services, CorpDoc acts as a data processor and the Client acts as the data controller in respect of that data.Lawful Basis
CorpDoc processes personal data on the following lawful bases:Performance of contract: to provide the services the Client has purchased or requested.Legitimate interests: to maintain and improve our services, and for security and fraud prevention purposes.Consent: for marketing communications, where the Client has opted in (and may withdraw consent at any time).Legal obligation: where processing is required by applicable law or regulation.What We Collect and How We Use It
CorpDoc collects and processes the Client's name and email address to: provide access to the free digital tools; provide the paid services; send service‑related communications; and send marketing communications (from which the Client may opt out at any time by clicking the "unsubscribe" link or contacting [email protected]). We do not retain any input values entered into free calculators.Data Subject Rights
Depending on applicable law, the Client (and individuals whose data the Client provides to CorpDoc) may have rights including: the right to access, rectify, or erase personal data; the right to restrict or object to processing; the right to data portability; and the right to withdraw consent. To exercise any of these rights, please contact [email protected]. CorpDoc will respond within the timeframe required by applicable law (generally within thirty (30) calendar days).Data Retention
CorpDoc retains personal data for as long as necessary to fulfil the purposes described in these Terms and the Privacy Policy, and in any event for the minimum periods required by applicable law and professional standards. Working papers and financial records are retained for a minimum of ten (10) years as required by professional accounting standards.International Transfers
Where personal data is transferred outside the jurisdiction in which it was collected, CorpDoc will ensure that appropriate safeguards are in place in accordance with applicable data protection law (e.g., standard contractual clauses or equivalent mechanisms).For full details of how CorpDoc processes personal data, please refer to the Privacy Policy at: hamptontci.com/privacy-cookies-security-legal-policies18. Intellectual Property and Deliverables
18.1 Ownership of Consulting and Bookkeeping Deliverables
Subject to full payment of all fees due under this Agreement, CorpDoc assigns to the Client ownership of all final deliverables produced specifically for the Client under any consulting or bookkeeping Engagement, including but not limited to:Business Health Check reports;
management accounts and financial summaries; and
any other bespoke written output produced solely for the Client's use under a consulting or bookkeeping Engagement.
(collectively, the "Consulting Deliverables"). Ownership of the Consulting Deliverables vests in the Client only upon receipt of full payment. Prior to that point, CorpDoc retains full ownership of all work product. The Client's right to use and share Consulting Deliverables is at all times subject to the third‑party reliance restrictions in Section 18.8.18.2 Licence for Digital Product Deliverables
In respect of any outputs generated through Licensed Products, digital platforms, dashboards, or automated tools (collectively, "Digital Deliverables"), CorpDoc grants the Client a limited, non‑exclusive, non‑transferable, perpetual licence to use such Digital Deliverables solely for the Client's own internal business purposes. No ownership of Digital Deliverables passes to the Client.18.3 CorpDoc's Retained Rights in Deliverables
Notwithstanding Sections 18.1 and 18.2, the Client grants CorpDoc a perpetual, irrevocable, royalty‑free licence to: (a) retain copies of all Deliverables, working papers, and underlying data for a minimum of ten (10) years; (b) use retained copies for professional compliance, regulatory obligations, quality assurance, dispute resolution, and internal audit; and (c) reference the existence of the Engagement (but not its confidential contents) for accreditation, regulatory filings, or insurance requirements. CorpDoc is not a data backup service and the Client remains solely responsible for maintaining its own copies of data.18.4 CorpDoc Proprietary Materials: Retained Ownership
The Client acknowledges that CorpDoc retains full and exclusive ownership of all Proprietary Methodology, Templates, Software, and Know‑How (collectively, the "CorpDoc IP"). Nothing in this Agreement transfers ownership of any CorpDoc IP to the Client, whether expressly or by implication.18.5 Licence Grant to Client for CorpDoc IP
CorpDoc grants the Client a limited, non‑exclusive, non‑transferable, revocable licence to use the CorpDoc IP solely to the extent necessary to receive, interpret, and apply the Deliverables for the Client's internal business purposes and to access any CorpDoc software platforms to the extent permitted under Schedule 1. This licence does not permit reproduction, adaptation, distribution, reverse engineering, or sublicensing of any CorpDoc IP. This licence terminates automatically upon expiry or termination of this Agreement or upon any material breach by the Client.18.6 Software and Platform Access
Where CorpDoc provides the Client with access to third‑party accounting software under a licence held by CorpDoc: (a) such access is granted solely for the duration of this Agreement; (b) the Client's access is subject to the relevant third‑party provider's terms; (c) upon termination or expiry, CorpDoc reserves the right to revoke the Client's access; and (d) the Client accepts sole responsibility for ensuring it holds its own independent software licence if it wishes to retain access following termination.18.7 Client‑Supplied Materials
The Client warrants that any data, documents, records, or materials provided to CorpDoc: (a) are owned by the Client or the Client has full authority to provide them; (b) do not infringe the intellectual property rights of any third party; and (c) may be used by CorpDoc solely for the purposes of delivering the services. CorpDoc shall not acquire any ownership rights over Client Materials.18.8 No Third‑Party Reliance
18.8.1 Reports and Deliverables Prepared for Client Only
All Deliverables are prepared solely for the benefit of the Client and exclusively for the purposes agreed at the commencement of the Engagement. They may not be relied upon by any third party for any purpose whatsoever.18.8.2 Absolute Prohibition on Third‑Party Reliance Without Consent
No third party including any lender, bank, investor, acquirer, shareholder, regulator, auditor, insurer, counterparty, or adviser may place any reliance on any Deliverable unless CorpDoc and HamptonTCI have given their prior written consent by way of a signed reliance letter or consent notice addressed specifically to that third party (a "Reliance Consent"). In the absence of a Reliance Consent: (a) CorpDoc and HamptonTCI owe no duty of care to any third party in respect of any Deliverable; (b) CorpDoc and HamptonTCI accept no liability whatsoever for any loss suffered by any third party arising from reliance on any Deliverable; and (c) any third party who obtains access to a Deliverable does so entirely at their own risk.18.8.3 Client's Obligation to Notify and Restrict
The Client shall: (a) not share any Deliverable with any third party without first obtaining a Reliance Consent or without expressly notifying the third party in writing that the Deliverable may not be relied upon; (b) include on any copy shared with a third party the following legend: "This document has been prepared by CorpDoc / HamptonTCI solely for the use and benefit of [Client name]. No reliance may be placed upon it by any third party. CorpDoc and HamptonTCI accept no liability to any third party in respect of this document."; and (c) promptly notify CorpDoc if the Client becomes aware that any third party has obtained access to, or is placing reliance on, any Deliverable without a Reliance Consent.18.8.4 Consent Process for Third‑Party Reliance
Where the Client wishes to share a Deliverable with a third party who will or may place reliance on it, the Client must submit a written request to [email protected] setting out: (i) the identity of the proposed recipient; (ii) the purpose for which the Deliverable is to be shared; and (iii) the nature of the reliance to be placed upon it. CorpDoc reserves the absolute right to grant or withhold Reliance Consent at its sole discretion, and may make consent conditional upon: (a) the third party executing a reliance letter in a form approved by CorpDoc; (b) the payment of an additional fee; or (c) any other condition CorpDoc deems appropriate.18.8.5 Indemnity for Unauthorised Third‑Party Sharing
The Client shall indemnify, defend, and hold harmless CorpDoc and HamptonTCI and their respective directors, officers, employees, and agents against any and all claims, losses, liabilities, damages, costs, and expenses (including reasonable legal fees) arising from or in connection with: (a) any third party's reliance on a Deliverable shared by the Client without a valid Reliance Consent; (b) the Client's failure to include the required legend; or (c) any misrepresentation made by the Client to a third party regarding the scope, purpose, or authority of any Deliverable. This indemnity shall survive termination of this Agreement.IMPORTANT (NO THIRD‑PARTY RELIANCE): This clause constitutes a complete carve‑out of third‑party reliance. CorpDoc and HamptonTCI will not be liable to any third party under any legal theory for any Deliverable produced under this Agreement unless a Reliance Consent has been granted in writing. Clients who anticipate sharing reports with banks, investors, or acquirers should contact [email protected] before doing so.18.9 Aggregated and Anonymised Data
The Client acknowledges that CorpDoc may use anonymised, aggregated, and non‑identifiable data derived from the Engagement for benchmarking, industry research, and improvement of CorpDoc's methodology and services. No personally identifiable information or Client‑specific data shall be disclosed in any manner that would identify the Client without the Client's prior written consent.19. International Clients and Local Law Compliance
If the Client is located outside Hong Kong, the Client is solely responsible for complying with all local laws, regulations, and tax obligations applicable to its use of CorpDoc's services. CorpDoc makes no representation that the services comply with the laws of any jurisdiction outside Hong Kong.NOTE (EU AND UK CLIENTS): Clients in the European Union or United Kingdom may have additional statutory rights under consumer or B2B protection legislation (including rights under the EU Digital Services Act, the UK Consumer Rights Act 2015, and GDPR/UK GDPR) that apply notwithstanding the governing law clause. CorpDoc does not exclude or limit any such mandatory statutory rights.

20. General Provisions
Entire Agreement
These Terms (including Schedules 1 and 2, and the Privacy Policy incorporated by reference) constitute the entire agreement between the Client and CorpDoc / HamptonTCI regarding the subject matter hereof and supersede all prior discussions, representations, and agreements.Survival
The following provisions shall survive expiry or termination of this Agreement for any reason: Section 9 (Warranty and Limitation of Liability), Section 11 (Compliance), Section 12 (Indemnity), Section 16 (Confidentiality), Section 17 (Data Protection), Section 18 (Intellectual Property and Deliverables), Section 14 (Governing Law and Dispute Resolution), and any other provision expressed or by its nature intended to survive.Acceptable Use Policy
The Client agrees to comply with CorpDoc's Acceptable Use Policy set out in Schedule 2. Any violation of the Acceptable Use Policy is a material breach of these Terms.Severability
If any provision of these Terms is found to be unenforceable or invalid, that provision shall be severed or modified to the minimum extent necessary to make it enforceable, and the remaining provisions shall remain in full force and effect.No Waiver
CorpDoc's failure to enforce any right or provision of these Terms on any occasion will not be considered a waiver of that right or provision on any future occasion.Relationship of the Parties
Nothing in these Terms creates a partnership, joint venture, agency, franchise, or employment relationship between the parties. CorpDoc is an independent contractor.Assignment
The Client may not assign, transfer, or novate its rights or obligations under these Terms to any third party without CorpDoc's prior written consent. CorpDoc may assign its rights and obligations to any affiliate or successor entity on thirty (30) calendar days' written notice to the Client.Notices
All formal notices under these Terms shall be in writing and delivered by email to [email protected] (for CorpDoc) or to the email address registered by the Client. Notices shall be deemed received on the next Business Day after sending, provided no delivery failure notification is received. For debt recovery, injunctive relief, or formal legal service, CorpDoc reserves the right to use additional notice channels including registered post.Cooling‑Off Period
To the extent any local law provides for a mandatory cooling‑off period for consumers or sole traders, such period shall apply as required by law. Please contact [email protected] to exercise any such right.Contact Information
For any questions about these Terms, please contact: [email protected]

Schedule 1 – Digital Product and Software Licence Terms
This Schedule forms part of the CorpDoc Terms and Conditions.Part A: Scope and Grant of Licence
A.1 Application of This Schedule
This Schedule applies to all digital products, software platforms, tools, automation workflows, and proprietary technology made available by CorpDoc to the Client as part of, or ancillary to, the Engagement (collectively, the "Licensed Products"). In the event of any conflict between this Schedule and the main body of the Agreement, this Schedule shall prevail in respect of all matters relating to Licensed Products.A.2 Categories of Licensed Product
Licensed Products may include, without limitation:
Platform Access: access to CorpDoc's client portal, reporting dashboards, or financial management interfaces;
Methodology Tools: digital implementations of CorpDoc's proprietary frameworks and diagnostic engines;
Automation and Workflow Tools: automated bookkeeping, reconciliation, data extraction, or reporting workflows;
Templates and Digital Assets: downloadable or platform‑hosted financial templates, chart of accounts structures, and reporting packs;
Third‑Party Software Access: access to third‑party platforms (e.g., Xero, QuickBooks, Dext, Fathom) procured and licenced by CorpDoc on the Client's behalf; and
AI‑Assisted Tools: any AI or machine learning tools used by CorpDoc in delivering analysis or outputs, subject to Section 10 of the main Agreement.A.3 Grant of Licence
Subject to the Client's compliance with this Schedule and timely payment of all fees, CorpDoc grants the Client a limited, non‑exclusive, non‑transferable, revocable, royalty‑inclusive licence to access and use the Licensed Products solely for the Client's internal business purposes during the Licence Term.A.4 Authorised UsersThe licence is granted to the Client entity only. Access is restricted to individuals expressly authorised by the Client ("Authorised Users"), up to the maximum number specified in the relevant Product Order Form or Engagement Letter.The Client is responsible for ensuring Authorised Users comply with this Schedule at all times.
The Client shall not share login credentials, access tokens, or platform invitations with any person who is not an Authorised User.
CorpDoc reserves the right to audit user access at any time on reasonable notice and to suspend access where unauthorised use is identified.DEFINED TERMS: The "Product Order Form" is the online checkout process on the CorpDoc website. The "Engagement Letter" is the separate written agreement issued by CorpDoc at the commencement of an engagement. In the event of conflict, the Engagement Letter prevails over the Product Order Form, and this Schedule prevails over both in respect of Licensed Products.Part B: Permitted and Prohibited Use
B.1 Permitted Use
The Client may use Licensed Products solely to:
receive, review, and act upon outputs generated through the Engagement;
access financial data and reports relating to the Client's own business;
collaborate with CorpDoc's team within the platform in connection with the Engagement; and
download or export outputs expressly designated as Client Deliverables under Section 18 of the main Agreement.B.2 Prohibited Use
The Client shall not, whether directly or through any third party:Reproduce or redistribute: copy, replicate, or redistribute any Licensed Product or its underlying architecture;Reverse engineer: decompile, disassemble, or attempt to extract the source code, logic, or algorithms underpinning any Licensed Product;
White‑label or rebrand: present any Licensed Product under the Client's own branding;
Sublicense or resell: grant access to, resell, or commercialise any Licensed Product to any third party;
Benchmark or compete: use Licensed Products to develop a competing product or service;
Scrape or extract: use automated tools to extract data from any CorpDoc platform beyond what is expressly permitted;
Circumvent controls: attempt to bypass any security, access control, or digital rights management feature; and
Exceed scope: use Licensed Products for any purpose outside the Engagement.Part C: Third‑Party Software and Platform Terms
C.1 Third‑Party Platforms
Where CorpDoc procures access to third‑party software on the Client's behalf: (a) such access is subject to the end‑user licence agreement (EULA) of the relevant provider; (b) CorpDoc makes no warranties regarding the availability or continuity of any third‑party platform; (c) CorpDoc shall not be liable for any loss arising from acts or omissions of a third‑party software provider; and (d) third‑party providers may update or discontinue features without notice, and CorpDoc shall have no obligation to replicate discontinued functionality.C.2 Licence Held by CorpDoc
Where the software licence is held in CorpDoc's name: (a) the Client has no direct contractual relationship with the software provider; (b) upon termination, CorpDoc's obligation to maintain the Client's access ceases at the effective termination date; (c) the Client is solely responsible for migrating data to an independently held licence prior to termination; and (d) CorpDoc shall provide not less than fourteen (14) calendar days' written notice of access revocation, except where termination arises from non‑payment or material breach by the Client, in which case access may be revoked immediately.C.3 Licence Held by Client
Where the Client holds its own licence with a third‑party software provider: (a) the Client grants CorpDoc a sub‑access right to operate within that environment solely for the purposes of the Engagement; (b) the Client warrants that its licence permits third‑party access and indemnifies CorpDoc against any claim arising from a breach of those licence terms; and (c) upon termination, CorpDoc shall relinquish all access credentials and certify in writing that access has been removed within five (5) Business Days.Part D: Suspension, Revocation and Termination of Licence
D.1 CorpDoc's Right to Suspend or Revoke
CorpDoc may suspend or permanently revoke access to any Licensed Product immediately and without liability upon:non‑payment of any sum due under this Agreement where payment remains outstanding for more than ten (10) calendar days after the due date;
material breach of any provision of this Schedule, including any Prohibited Use under Part B;
the Client entering insolvency, administration, receivership, or any equivalent process;
reasonable suspicion of unauthorised access, data breach, or misuse of the Licensed Product; or
termination of the main Agreement for any reason.D.2 Effect of Suspension
During any period of suspension: (a) the Client's access to all Licensed Products is disabled; (b) Client data is held securely and shall not be deleted for a minimum of thirty (30) calendar days following the suspension date, after which CorpDoc may delete or archive it subject to its minimum ten (10) year retention period for working papers; and (c) the Client's payment obligations continue unaffected.D.3 Effect of Termination
Upon termination: (a) all rights granted under this Schedule cease immediately; (b) the Client shall immediately cease all use of Licensed Products and destroy any locally stored copies of CorpDoc IP; (c) CorpDoc shall retain all Deliverables, working papers, and data in accordance with Section 18.3; (d) CorpDoc shall, upon written request within thirty (30) calendar days of termination, provide the Client with an export of their financial data in a standard machine‑readable format, subject to all outstanding fees being settled in full; and (e) after the thirty (30) day request window, CorpDoc has no obligation to provide data exports and may archive or delete client‑facing data, subject to the minimum ten (10) year retention period for working papers.Part E: Warranties, Liability and Indemnity
E.1 CorpDoc Warranties
CorpDoc warrants that: (a) it has the right to grant the licences set out in this Schedule; (b) the Licensed Products will perform materially in accordance with any product documentation provided at the time of Engagement; and (c) CorpDoc will use reasonable endeavours to maintain platform availability but does not warrant uninterrupted or error‑free access.E.2 Client Warranties
The Client warrants that: (a) it has the authority to enter into this licence on behalf of the Client entity; (b) all information and data supplied through Licensed Products is accurate to the best of the Client's knowledge; and (c) its use of Licensed Products will comply with all applicable laws, including data protection legislation.E.3 Exclusion of Implied Terms
To the fullest extent permitted by applicable law, CorpDoc excludes all implied warranties relating to the Licensed Products, including those relating to fitness for a particular purpose, merchantability, and non‑infringement.E.4 Limitation of Liability
Harmonised Cap: CorpDoc's total aggregate liability in connection with any Licensed Product (and all other claims under these Terms) shall not exceed the total fees paid by the Client in the twelve (12) months preceding the claim. CorpDoc shall not be liable for any indirect, consequential, special, or punitive loss, including loss of profit, loss of data, or loss of business opportunity. Nothing in this clause limits CorpDoc's liability for fraud, fraudulent misrepresentation, or any liability that cannot be excluded by law.E.5 Client Indemnity
The Client shall indemnify, defend, and hold harmless CorpDoc against any claims, losses, damages, costs, and expenses (including reasonable legal fees and regulatory fines) arising from: (a) any Prohibited Use under Part B; (b) the Client's breach of any third‑party EULA; (c) any claim by an Authorised User or third party arising from the Client's misuse of Licensed Products; and (d) any inaccuracy or unlawfulness in Client‑supplied data processed through Licensed Products.Part F: Updates, Modifications and Discontinuation
F.1 Updates and Modifications
CorpDoc reserves the right to: (a) update, modify, enhance, or reconfigure any Licensed Product at any time; (b) provide reasonable advance notice of material changes; and (c) make minor updates and bug fixes without notice.F.2 Discontinuation
Where CorpDoc intends to permanently discontinue a Licensed Product: (a) CorpDoc shall provide not less than sixty (60) calendar days' written notice; (b) CorpDoc shall use reasonable endeavours to offer a comparable alternative where one exists; and (c) where no comparable alternative exists and the discontinued product was material to the Engagement, the Client may terminate the relevant part of the Engagement without penalty, subject to payment of all fees for work completed to date.F.3 Force Majeure: Digital Infrastructure
CorpDoc shall not be in breach of this Schedule where any failure to provide access to a Licensed Product arises from circumstances beyond CorpDoc's reasonable control, including cyberattacks, third‑party platform outages, internet infrastructure failure, acts of government, or natural events. CorpDoc shall notify the Client promptly and use reasonable endeavours to restore access as soon as practicable.Schedule 2 – Acceptable Use Policy
This Schedule forms part of the CorpDoc Terms and Conditions.This Acceptable Use Policy ("AUP") applies to your use of all digital products, software platforms, tools, websites, and services provided by CorpDoc (a practice of HamptonTCI). By accessing or using our Services, you agree to comply with this AUP.1. Prohibited Activities
You may not, nor may you permit any third party or Authorised User to, use the Services in any manner that:
violates laws or regulations, including anti‑money laundering, data protection, tax, securities, or export control laws;
infringes intellectual property by copying, reproducing, or distributing any CorpDoc proprietary content, methodology, templates, or software except as expressly permitted;
transmits harmful code, including viruses, malware, ransomware, spyware, or any other code designed to damage or disrupt any system;
attempts unauthorised access by probing, scanning, or testing the vulnerability of any CorpDoc system, or accessing data not intended for you;
interferes with service by overloading infrastructure or launching denial‑of‑service attacks;
harvests or scrapes data using automated means without CorpDoc's express written permission;
reverse engineers, decompiles, disassembles, or attempts to derive source code or algorithms of any CorpDoc software;
resells or commercialises the Services by sublicensing, reselling, or making them available to any third party for commercial purposes without CorpDoc's prior written consent;
misrepresents affiliation with or endorsement by CorpDoc without permission; or
engages in abusive or fraudulent conduct, including submitting false information, impersonating another person, or using the Services to defraud any third party.2. Security and Account Integrity
You are responsible for maintaining the confidentiality of your login credentials.You must notify CorpDoc immediately at [email protected] of any unauthorised use of your account or any other security breach.
You may not share your account credentials with any person who is not an Authorised User.
You may not sell, transfer, or assign your account or any rights to the Services to a third party.3. Data and Content
You retain ownership of your data, but you grant CorpDoc the rights set out in the Terms.
You may not upload, store, or transmit any data that you do not have the legal right to use, or that violates any third‑party rights or applicable law.
You are solely responsible for the accuracy, legality, and integrity of all data you provide.4. Consequences of Violation
If CorpDoc reasonably determines that you or any Authorised User has violated this AUP, CorpDoc may: issue a written warning; temporarily suspend your access; permanently terminate your access; pursue legal remedies including injunctive relief or damages; and/or report any unlawful activity to the relevant authorities.5. Reporting Violations
If you become aware of any violation of this AUP by any user, please report it immediately to [email protected].6. No Waiver of Rights
CorpDoc's failure to enforce any provision of this AUP does not waive its right to enforce that or any other provision in the future.End of Terms and Conditions