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Legal

Terms of Service

SortSuite · Effective July 1, 2026 · Last revised July 1, 2026

These Terms of Service (“Terms”) govern your access to and use of the SortSuite website at sortsuite.com, the online store and account, and the software tools that SortSuite (“SortSuite,” “we,” “us,” or “our”) sells and licenses (together, the “Services”). By buying, downloading, installing, or using a SortSuite tool, creating an account, or using the website, you agree to these Terms and to our Privacy Policy. If you do not agree, do not use the Services.

If you use the Services on behalf of a business or other organization, you represent that you have authority to bind that organization to these Terms, and “you” includes that organization.

1. Definitions

“Account” means the customer account you create on sortsuite.com to buy tools, retrieve downloads and license keys, and manage subscriptions. “Software” or “Tool” means a SortSuite software application you license, together with its updates and documentation. “Subscription” means a Tool licensed on a recurring, auto-renewing basis. “One-Time License” means a Tool licensed for a one-time fee, as stated on its product page. “Your Content” means the files, data, and materials you process with the Software on your own systems. “Documentation” means the usage instructions, README, and security notes provided with a Tool.

2. Eligibility and authority

You may use the Services only if you are at least 18 years old and able to enter a binding contract. You represent that the information you provide is accurate, that you have authority to accept these Terms for any organization you represent, and that your use will comply with these Terms and applicable law.

3. Your account

Some parts of the Services require an Account. You are responsible for the activity under your Account and for keeping your credentials secure. Notify us promptly if you believe your Account has been accessed without permission. We may suspend or close an Account that violates these Terms, that we cannot verify, or that poses a security or legal risk.

4. License to use the Software

Subject to these Terms and to your payment of the applicable fees, SortSuite grants you a limited, non-exclusive, non-transferable, non-sublicensable license to install and use the Software for your own business or personal use.

  • For a Subscription, the license lasts for as long as your Subscription is active and paid.
  • For a One-Time License, the license is perpetual for the product you purchased. A One-Time License includes future updates to that product at no additional charge. It may not include separately offered add-on features, which, where they exist, are described and priced on the Tool’s product page.

The scope of the license, including any limit on the number of users, seats, firms, or machines, is stated on the Tool’s product page and pricing. License units vary by Tool. A per-firm or per-agency license covers one business entity and the staff who work for it; a per-seat license covers one named user; a per-location or per-bay license covers one physical site or service bay. Where a Tool is priced by one of these units, the license is limited to that unit.

5. What you may not do with the Software

You may not, except where the law says this restriction cannot apply to you:

  • copy, resell, rent, lease, sublicense, or distribute the Software;
  • reverse engineer, decompile, or disassemble the Software, or try to derive its source code;
  • remove or alter any proprietary notices, or circumvent license keys or usage limits;
  • use the Software to build a competing product, or benchmark it for a competitor without our written consent;
  • use the Software in violation of law or the rights of others.

6. Updates

We may provide updates, bug fixes, and new versions of the Software. For a Subscription, updates are included while it is active. For a One-Time License, whether and for how long updates are included is stated on the product page, subject to Section 4.

7. Your Content stays yours, and where it lives

You own Your Content. SortSuite does not claim any ownership of the files and data you process with the Software.

For the local tools, this is more than a promise about how we behave. Those tools run on your own computer, read the folders you point them at, and write their output next to them. They do not send Your Content to us, and there is no place on our systems where Your Content is stored. The Privacy Policy explains the few tools that have an optional networked feature, and in those cases the connection runs on your own credentials and your own account, as described there and in the Tool’s Documentation. You are responsible for keeping your own backups of Your Content, and for having the right to process the data you choose to process.

8. Third-party services and your own credentials

Some Tools can connect to third-party services that you set up and control, such as a cloud OCR service configured with your own credentials, or a payment or telephony service. Those third-party services are governed by their own terms and pricing, they bill you directly, and we are not responsible for them. Where a Tool offers such a feature, it is optional and off until you enable it.

9. Free trials

We offer a free trial of Tools, with no card required to start. The free trial lasts 14 days and includes the full Tool, with nothing disabled during the trial. At the end of the 14 days, your Account stays active, but the Tool you downloaded or added to your Account can no longer be used until you buy a Subscription or a One-Time License for it. A trial is provided as-is, and we may change or end trials at any time.

10. Fees, billing, and payment

Prices are stated on each Tool’s product page and on the pricing page. Unless stated otherwise:

  • fees are charged at purchase and, for a Subscription, at the start of each renewal period;
  • payment is handled by Stripe, our third-party payment processor, and we do not store full card details on our own systems;
  • applicable taxes and any bank, returned-payment, or chargeback fees may be added where the law permits;
  • if a payment fails or a subscription goes unpaid, we may suspend or end access to the Tool.

11. Subscriptions, automatic renewal, and cancellation

Subscriptions renew automatically at the then-current price for the same period, until you cancel. We tell you the price, the billing frequency, and how to cancel before you buy, and we send billing to the payment method on file.

You can cancel a Subscription at any time from your Account, online and on your own, with no requirement to email or call us. Cancellation stops the next renewal. When a Subscription ends, your license to that Tool ends, but any files the Tool already produced remain on your machine, because that is the only place they ever were.

12. Refunds

Refund terms depend on how the Tool is licensed. For a Subscription, we offer a full refund within 14 days of the purchase or renewal you are asking us to refund. For a One-Time License, we offer a full refund within 30 days of purchase, provided you have not yet produced an export or deliverable from the software. Once a One-Time License Tool has generated an export or deliverable, that purchase is no longer refundable. The free trial, which needs no card, is the primary way to evaluate a Tool before you pay anything. After the applicable window, fees already paid are non-refundable except where the law requires otherwise. Approved refunds are returned to the original payment method through Stripe.

13. Tool outputs are not professional advice

Several SortSuite tools calculate, estimate, or organize tax, legal, financial, payroll, and compliance information. Read this carefully.

The outputs of these tools are software-generated estimates and work products, not professional advice. A tax estimate is not a filed return, a deadline calculation is not a legal opinion, a reconciliation is not an audit, and a compliance checklist is not a certification. SortSuite is not your accountant, lawyer, or financial adviser, and using these tools does not create a professional relationship. You are responsible for reviewing every output and for confirming anything important with a qualified professional who knows your specific situation before you rely on it for a filing, a payment, a legal deadline, or any other significant decision.

14. AI-assisted features

Some Tools use artificial intelligence or automation, for example to classify documents, transcribe audio, draft text, or summarize files. AI outputs can be incomplete or wrong and must be reviewed by a person before you rely on them. Where an AI feature processes Your Content through a third-party service, that is described in the Tool’s Documentation and in the Privacy Policy, and it runs on the configuration you set up.

15. Acceptable use

You may not use the Services to break the law, infringe anyone’s rights, upload or distribute malware, attempt unauthorized access, scrape or probe our systems without permission, interfere with the Services, or resell access. We may suspend or end access for a violation of this section.

16. Our intellectual property

The Software, the website, and everything in them, including code, designs, text, graphics, logos, and documentation, are owned by SortSuite or its licensors and are protected by intellectual property law. Except for the license in Section 4, we grant you no rights in them. All rights not expressly granted are reserved.

17. Feedback

If you send us suggestions or feedback, we may use them without restriction or payment, and without taking any ownership of your confidential information in the process.

18. Service availability

We work to keep the website and store available, but we do not guarantee uninterrupted or error-free access, and we may carry out maintenance, updates, and changes. The Software itself runs on your machine, so its availability does not depend on ours, except for the store, the account system, and any optional networked feature you have turned on.

19. Disclaimers

To the fullest extent permitted by law, the Services are provided “as is” and “as available.” We disclaim all warranties, including merchantability, fitness for a particular purpose, title, non-infringement, and that the Services will be accurate, uninterrupted, or error-free, except to the extent the law does not allow it. Section 13 governs tool outputs. Nothing here limits rights that cannot legally be limited.

20. Limitation of liability

To the fullest extent permitted by law, SortSuite and its owners, employees, contractors, and service providers will not be liable for any indirect, incidental, consequential, special, exemplary, or punitive damages, or for lost profits, lost revenue, lost data, or business interruption. To the fullest extent permitted by law, our total liability for any claim relating to the Services will not exceed the amount you paid us for the specific Tool giving rise to the claim in the twelve months before the event that caused the claim. This section does not limit liability for fraud, willful misconduct, or anything else that cannot be limited by law.

21. Indemnification

You agree to defend, indemnify, and hold harmless SortSuite and its owners, employees, contractors, and service providers from claims, losses, and expenses, including reasonable attorneys’ fees, arising from your breach of these Terms, your misuse of the Services, your violation of law or of third-party rights, or the data you choose to process with the Software.

22. Suspension and termination

We may suspend or end your access to the Services if you breach these Terms, fail to pay, misuse the Services, or create a legal or security risk, or if we discontinue a Tool. You may stop using the Services at any time. When your access ends, your license ends, but any files a Tool already produced stay on your machine. The sections that should survive termination will survive, including those on fees, intellectual property, disclaimers, limitation of liability, indemnification, and dispute resolution.

23. Dispute resolution, arbitration, and class-action waiver

Counsel to confirm: whether SortSuite wants this arbitration and class-action-waiver posture, that it is enforceable for consumer software sold online, and that it is presented at a real clickwrap acceptance at checkout rather than only through this page.

Before filing a claim, you agree to contact us with a written description of the dispute and to try in good faith to resolve it informally for at least 30 days. Except where prohibited by law, any dispute relating to the Services or these Terms will be resolved on an individual basis and not as part of a class or representative action. At SortSuite’s election, disputes may be resolved by binding arbitration administered by the American Arbitration Association under its applicable rules, seated in New York County, New York. Either party may bring an individual claim in small claims court where eligible, and either party may seek injunctive relief for misuse of intellectual property, unauthorized access, or non-payment.

24. Jury trial waiver

To the fullest extent permitted by law, you and SortSuite waive the right to a jury trial in any dispute relating to these Terms or the Services.

25. Governing law and venue

These Terms are governed by the laws of the State of New York, without regard to its conflict-of-law rules. Subject to Section 23, the state and federal courts located in New York County, New York will have exclusive jurisdiction and venue.

26. Changes to these Terms

We may update these Terms from time to time. We will post the updated Terms with a new “Last revised” date, and material changes may require renewed acceptance. Continuing to use the Services after the Terms change means you accept the change.

27. Electronic communications and text messages

You agree that we may communicate with you electronically, including by email and through your Account, and that electronic agreements and confirmations have the same legal effect as signatures on paper, to the extent the law allows. You are responsible for keeping a working email address on your Account.

SortSuite does not currently run an SMS or text-messaging program. This part is included so these Terms are ready if we offer one later. If we do, and you provide your mobile number and opt in, you would agree to receive service-related text messages, message and data rates may apply, message frequency may vary, you could reply STOP to opt out and HELP for help, and consent would not be a condition of purchase. We would not sell or share mobile numbers or SMS opt-in information with third parties or affiliates for their marketing. The specific opt-in language, sending number, and any carrier and TCPA disclosures will be added here, and mirrored in the Privacy Policy, before any SMS program launches.

28. Other terms

We may change or discontinue any part of the Services. You may not assign these Terms without our consent, and we may assign them in connection with a sale or reorganization of the business. We are not responsible for delays or failures caused by events beyond our reasonable control. If any part of these Terms is unenforceable, the rest stays in effect. Our not enforcing a provision is not a waiver of it. These Terms, with the Privacy Policy and any order or plan terms shown at purchase, are the entire agreement between you and us about the Services.

29. Contact us

SortSuite Email: info@sortsuite.com 350 East 62nd St., Apt 1N New York, NY 10065 United States