Solopreneur Tax Academy
Terms & Conditions

This Solopreneur Tax Academy Agreement and Terms of Service (“Agreement”) is between Martina Morton, Ashli Phippen and Grow CPA LLP and the user of the Solopreneur Tax Academy (“Participant”), collectively the “Parties”. This Agreement sets out the expectations for what it will be like for the Participant to participate in the Solopreneur Tax Academy online course, templates and other materials (“Course”) provided by Grow CPA LLP. For mutual consideration, the receipt and sufficiency of which is acknowledged, the Parties agree to the terms and conditions set out below.


By registering and purchasing the Course, the Participant confirms that they have read, understood and agreed to accept all of the terms and conditions in this Agreement. 




Confidentiality and Non-Disclosure

The Participant understands that as part of the Course, certain confidential information may be disclosed either orally or in writing. For the purpose of this Agreement, “Confidential Information” means information that is of value and is treated as confidential and proprietary by its owner, and includes but is not limited to, coaching materials, business records, financial data, marketing strategies, advertising campaigns, social media account metrics, passwords, inventions, client lists, personal data, health history and data, intellectual property, trade secrets and the contents of this Agreement (“Confidential Information”). The Participant agrees not to disclose to any other person or entity or make use of the Confidential Information without the express written consent of the other, except to the extent that such disclosure is necessary to carry out their duties under this Agreement or as required by law. At the end of the Term or early cancellation of this Agreement, each Party will remain bound by their duty of confidentiality to the other.


Privacy Policy
Grow CPA LLP may collect personal information during the Term, including Participant name, address, email address, phone number, billing information, financial and business information, or other personal information (“Personal Information”). By providing any Personal Information to Grow CPA LLP, Participant consents and grants Grow CPA LLP permission to use and store such information in order to facilitate the Course. The Participant acknowledges and consents to the use of technology, telephones, e-mails, applications and third-party platforms that use video and audio and third-party payment providers to be used by Grow CPA LLP in order to deliver the Course. The Participant confirms Grow CPA LLP is not responsible for the terms and policies of any third-party platforms and it is the Participant’s responsibility to review third-party privacy policies and terms and conditions.




Ownership and Use of Materials

The Participant acknowledges that all content and materials used and distributed in providing the Course including any content, videos or resources on Grow CPA LLP’s website, social media platforms (“Materials”) belongs exclusively to Grow CPA LLP, who is the sole copyright owner of the Materials, unless stated otherwise. By receiving any unique and original materials from Grow CPA LLP as part of the Solopreneur Tax Academy, Grow CPA LLP will grant a limited non-exclusive royalty-free license to the Participant for their use only and as directed by Grow CPA LLP. The Participant is strictly prohibited from reproducing any part of the written, video, and audio digital materials or sharing them with others without Grow CPA LLP’s explicit permission to do so. All of Grow CPA LLP's intellectual property, including copyrighted materials and trademarks, will remain the sole property of Grow CPA LLP.



Participant will not capture The Solopreneur Tax Academy in any way, including but not limited to video recording, photography, voice recording or screen shots. Any recordings provided by Grow CPA LLP will be for the Participant’s own use only and the Participant agrees they will not duplicate or share the recordings with any other person. 




PLEASE READ CAREFULLY. It is important the Participant fully understands that there are risks associated with the Course, and ask questions as needed. The Participant acknowledges and understands that they are waiving certain legal rights by signing this Agreement.


Voluntary Assumption of Risks
The Participant acknowledges there are certain inherent risks associated with Grow CPA LLP providing the Course, including, but not limited to financial, physical, emotional, spiritual loss and damages and the Participant voluntarily assumes such risks. Should the Participant have any concerns or doubts about ability to participate or receive Grow CPA LLP’s Course, Participant will contact Grow CPA LLP immediately to inform them of any concerns. The Participant confirms they have full capacity and are the age of majority in their jurisdiction of residence to enter into this Agreement.


No Warranty
The Participant acknowledges Grow CPA LLP makes no warranty or guarantees that the Solopreneur Tax Academy will lead to any specific Participant goal, financial success or particular results and Grow CPA LLP makes no promise that each Participant will experience the same or similar results. The Participant acknowledges that the Solopreneur Tax Academy is  provided without any express or implied warranties of any kind.


Refund Policy
If the Participant is not satisfied with the Solopreneur Tax Academy they are entitled to a full refund within 30 days of purchase if the Participant has not yet viewed over 25% of the course as measured through Kajabi interface and has not actively participated in Slack group channel for communications.  Please email with reasoning.  Please allow up to 30 days for refund.


Coupon or Promotional Codes
Any coupon or promotional codes used must be used in good faith and are only applicable to the first payment when paying on a payment plan.


Time Period of Delivery

The Participant will have access to the Solopreneur Tax Academy for the course lifetime which is defined as the time in which the course remains available openly online.  Grow CPA LLP reserves the right to discontinue the Course at its sole discretion.  If discontinued, Participants will no longer have access.


Location of Delivery

The Participant agrees to view, consume and participate in Solopreneur Tax Academy only within the provincial jurisdiction indicated in the address field on purchase.


Participation in Community

Participants will be invited to access a Slack community.  Grow CPA LLP is not responsible for interactions that are Participant to Participant within the group.  By joining the group all Participants agree to following the group rules which will be posted both within the group and sent through email.  Grow CPA LLP reserves the right to remove any purchaser from the Slack community if the community rules and guidelines are not adhered to or it is believed that the Participant is causing harm.  No refund will be given for Participants that are removed from the Slack community.  The Participant agrees to act with respect within the community.  Any harassment, abuse or offensive language will not be tolerated and the Participant will be removed.


The Participant acknowledges that there will be no specific tax advice given on the Slack platform.  Although communications will allow for a question and answer format, questions posed must be general or hypothetical in nature and clarify course content.  Any questions on tax, financial or other matters that are not addressed in the course content or materials will be considered outside the scope of the course and may not be answered.


General Disclaimer

The Participant acknowledges and agrees that Grow CPA LLP is not providing specific advice to the Participant with respect to their legal, financial, accounting or other advice as part of the Solopreneur Tax Academy or any other communications such as comments section, direct message, Slack group or chat. At no time does participation in the course or the Slack community constitute an advisory relationship or agreement.  If the Participant desires professional services that exceed the scope of the Course, Grow CPA LLP strongly encourages the Participant to seek specific legal, business, accounting from licensed professionals. No specific client-professional relationship is formed as part of the Course. In the event the Participant wishes to hire Grow CPA LLP for professional services, the Participant must contact Grow CPA LLP to inquire about entering into a separate agreement with Grow CPA LLP, and the Participant understands that no specific advice or relationship is formed until Grow CPA LLP is retained in their professional capacity. 


Future Technical Changes

Due to the nature of the content of the Solopreneur Tax Academy, the Course matter is subject to change such as tax legislation changes or rulings.  Grow CPA LLP is not responsible for updating information that may change after the Solopreneur Tax Academy initial release date.  Grow CPA LLP is not responsible for any changes in information presented and any impact of those changes whatsoever.


No Earnings Guarantee
The Participant acknowledges Grow CPA LLP makes no warranty or guarantee that Solopreneur Tax Academy will lead to any specific earnings, business growth, tax savings, financial savings or financial results or that the Participant will experience the same or similar results as others who use the Course.


Release, Waiver, and Indemnity

The Participant releases, indemnifies and saves harmless Martina Morton and Ashli Phippen as well as Grow CPA LLP, its directors, officers, agents, employees, contractors, volunteers, heirs, executors, administrators, successors, and assigns, as applicable (collectively, “Released Parties”) from any and all liability and damages arising from the Course, including financial damages or personal injuries, however caused, including negligence, during the Participant’s engagement of Grow CPA LLP for the Course. The Participant further agrees to forfeit all forms of legal recourse which may be available to the Participant, including but not limited to any form of damages, costs, losses or expenses as a result of the Course. The Participant acknowledges this release of liability is binding on the Participant’s heirs, executors and anyone else who may be able to bring a legal action on the Participant’s behalf in the future. This clause survives the expiration or early termination of this Agreement.


Limitation of Liability

In the event Martina Morton, Ashli Phippen or Grow CPA LLP  is found liable for any reason for damages arising directly or indirectly from this Agreement, liability will be limited to the greatest extent possible in the governing jurisdiction and in no case exceed the course fee paid by the Participant to Grow CPA LLP. 




Relationship of Parties
Nothing in this Agreement will be understood to create an employment, joint venture, client or partnership relationship between Grow CPA LLP and Participant. 

Good Faith
Each Party agrees it has acted in good faith and will continue to do so during the Term of this Agreement. This extends to good faith during any dispute resolution process. 

Governing Law and Jurisdiction

This Agreement is governed by and interpreted in accordance with the laws of Ontario and the federal laws of Canada where applicable. Any disputes arising directly or indirectly from this Agreement will be submitted and heard exclusively in the courts of Huntsville, Ontario. 


Dispute Resolution

In the event any dispute arises between the Parties in relation to this Agreement or a breach of this Agreement and the dispute is not resolved by negotiation, the Parties agree to submit the dispute for mediation prior to pursuing any other available remedy in relation to the dispute. The Parties may agree to virtual mediation, when available. 



Any notice to be given under this Agreement must be directed to the other Party using the contact information first set out above or as may otherwise be directed (“Notice”). For the purposes of this Agreement, e-mail will be considered sufficient for delivery of Notice. Notice will be deemed to be delivered on the date and time when the Notice is sent.


No Assignment

This Agreement may not be assigned by the Participant to any other party. 



If any of the provisions of this Agreement are found to be invalid, illegal or unenforceable, the validity, legality and enforceability of the remaining provisions will not, to the extent permitted by law, in any way be affected and will remain enforceable.


Waiver of Breach

The waiver by one Party of any breach of this Agreement by the other Party will not be taken to be a waiver of any future breaches by the breaching Party. The non-breaching Party reserves the right to exercise or enforce their rights at a later date. 



Any term of this Agreement which addresses performance or observance following the early termination or expiration of this Agreement will survive and will continue to be in full force and effect. All things considered confidential during the Term will survive and always remain confidential.


Full Agreement

This Agreement constitutes the full agreement between the Parties and supersedes any prior negotiation, understanding or Agreement between the Parties, whether oral or written, on the matters contained in this Agreement.


Electronic Confirmation of Acceptance

By electronically confirming acknowledgment and acceptance of this Agreement, Participant confirms they accept the terms and conditions set out above and that this will constitute a signed and legally binding Agreement.