CA Assist

Terms of Use

Version 1.1Effective date: 6 October 2026Last updated: 6 October 2026

Statutory Instruments:Terms and ConditionsPrivacy PolicyCancellation & Refund PolicyTerms of UseData Processing AgreementReferral Program TermsCompliance Statement

CA Assist (caassist.app), operated by Cognitive Automation

1. Agreement

These Terms of Use apply to your use of the website at caassist.app, the CA Assist web application, and any document links or messages sent through CA Assist (together, the "Platform"), operated by Cognitive Automation ("CA Assist", "we"). By using the Platform you accept them. They are an electronic record under the Information Technology Act 2000 and need no signature. If your CA firm has a subscription, its use is also governed by our Terms and Conditions; our Privacy Policy explains how we handle personal data.

2. Who can use the Platform

You must be at least 18 years old. If you use the Platform for a CA firm, you must be authorised by that firm. Accounts are personal: do not share your sign-in details.

3. Your account

  • Keep your password and any authenticator app secure; turn on two-factor authentication if you are an owner or admin.
  • You are signed out automatically after 7 days without using the Platform. Use Log out on shared or public devices.
  • Tell us at once at admin@caassist.app if you think someone else has used your account.

4. Rules for everyone

You must not use the Platform to host, display, upload, change, publish, send, store, update or share anything that:

  1. belongs to someone else and you have no right to use;
  2. is obscene, pornographic, paedophilic, invasive of another person's privacy (including bodily privacy), insulting or harassing on the basis of gender, racially or ethnically objectionable, relates to or encourages money laundering or gambling, or promotes enmity between groups on grounds of religion or caste with intent to incite violence;
  3. is harmful to children;
  4. infringes any patent, trademark, copyright or other proprietary right;
  5. deceives or misleads anyone about where it came from, or knowingly and intentionally communicates misinformation or anything patently false or misleading;
  6. impersonates another person or firm, including through synthetically generated (AI-made or altered) images, audio or video;
  7. threatens the unity, integrity, defence, security or sovereignty of India, friendly relations with foreign states, or public order, incites an offence, or prevents the investigation of an offence;
  8. contains software viruses or any code designed to interrupt, destroy or limit the functioning of any computer resource;
  9. is an online money game, or advertises or promotes one, or any game or betting the law does not permit; or
  10. breaks any law in force in India.

You also must not:

  • access or try to access data that is not yours, including another firm's clients or documents;
  • probe, scan or test the Platform's security, or bypass limits, without our written permission;
  • copy, scrape, reverse engineer or overload the Platform, or use automated tools against it except our published APIs;
  • send spam or promotional messages through the WhatsApp assistant;
  • store GST or Income-tax portal passwords, card numbers, bank account numbers or Aadhaar numbers in the Platform; or
  • use a document link that was not meant for you. If you receive one by mistake, do not open or share it, and tell the sender.

If you break these rules, we may remove the content at once, suspend or end your access to the Platform, and keep the related records for at least 180 days as the law requires. Where the content or activity is an offence under Indian law (for example under the Bharatiya Nyaya Sanhita 2023 or the Protection of Children from Sexual Offences Act 2012), we will report it to the authorities. You may also be personally liable under the law. We remind every user of these rules at least once every three months.

Documents are made available by CA firms to their own clients. A link sent to you is for you only; links expire and can be revoked. The CA firm that sent a document is responsible for its content. If you are a client of a CA firm and have a question about your documents or a fee, contact that firm.

6. Our content and brand

The Platform's software, design, text, graphics, name and logos belong to CA Assist or its licensors. You may not use them except to use the Platform as intended. Content that CA firms upload belongs to them.

7. Third-party services

The Platform works with WhatsApp (Meta), Razorpay, Google sign-in and other services we do not control, each with its own terms. Links to other websites are for convenience; we are not responsible for their content.

8. What we may do

We may remove content or disable access that breaks these Terms or the law, suspend accounts to protect the Platform or others, preserve information and cooperate with authorities where the law requires, and change or discontinue features. Where the law requires us to act on a complaint or an order about content, we will do so within the time it allows.

9. Disclaimer and liability

The Platform is provided "as is" and "as available". CA Assist does not give tax, legal or accounting advice; information on the Platform, including due-date reminders on the compliance ticker, is general and may not reflect every notification or extension, so confirm important dates with official sources or your CA. To the extent the law allows, we are not liable for indirect or consequential loss arising from your use of the Platform. The liability of CA Assist to subscribing firms is governed by the Terms and Conditions.

10. Reporting problems and grievances

Grievance Officer: Grievance Officer, Cognitive Automation
Email: admin@caassist.app (or the contact form) | Address: Gujarat, India

Report a security issue to admin@caassist.app. We acknowledge complaints within 24 hours and decide them within 7 days. Complaints that content breaks section 4 are acted on within 36 hours, and complaints about intimate or morphed images of a person within 2 hours. If you are not satisfied with a decision, you may appeal to the Grievance Appellate Committee (gac.gov.in) within 30 days.

11. Changes

These Terms of Use are written in English; on request we provide them in any language listed in the Eighth Schedule to the Constitution of India. We may update them. We will show the date of the latest version here and, for material changes, tell signed-in users in the app. Continuing to use the Platform after a change means you accept it.

12. Law and jurisdiction

These Terms of Use are governed by the laws of India, and the courts at Jamnagar have jurisdiction, except where the Terms and Conditions provide for arbitration.

Questions about this document: write to admin@caassist.app or use the contact form.