Legal

Privacy Policy

Last Updated: February 24, 2026 | Effective Date: February 24, 2026

EFS (Efficiency First Software) ("EFS," "we," "our," or "us") respects your privacy and is committed to protecting your information.

This Privacy Policy explains how we collect, use, disclose, and safeguard information when you access our website and use the EFS Business Automation Platform ("Platform").

1. Information We Collect

We may collect the following types of information:

A) Information You Provide

• Name
• Business name
• Email address
• Phone number
• Billing information
• Account credentials
• Business and contact data uploaded into the Platform

B) Payment Information

Payment information is processed by third-party payment processors (such as Stripe). We do not store full credit card information on our servers.

C) Usage Data

We may collect information about how you use the Platform, including:

• Login activity
• Feature usage
• Device and browser information
• IP address

D) Communication Data

If you use SMS, email, or other messaging features, message content and delivery data may be processed to provide services.

2. How We Use Information

We use collected information to:

• Provide and maintain the Platform
• Process payments
• Enable automation and communication features
• Provide customer support
• Improve functionality and user experience
• Comply with legal obligations

We do not sell personal information.

3. Data Ownership

Clients retain ownership of their business data and contact information uploaded into the Platform.

EFS processes this data solely to provide the services described.

4. Third-Party Services

We use third-party service providers to operate the Platform, including but not limited to:

• Hosting providers
• Payment processors
• Messaging carriers
• Integration partners
• Analytics providers

These third parties may process data on our behalf in accordance with their own privacy policies.

EFS is not responsible for the privacy practices of third-party services.

Cross-Border Data Transfers

Some of our service providers store or process data outside of Canada, including in the United States. By using our Platform, you consent to your information being transferred to and processed in these jurisdictions, which may have different data protection laws than Canada.

5. Data Security

We implement reasonable administrative and technical safeguards to protect information. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

6. Compliance & User Responsibilities

Clients are responsible for obtaining proper consent from their contacts before sending SMS, email, or automated communications using the Platform.

Clients must comply with applicable data protection and communication laws.

7. Data Retention

We retain information for as long as necessary to provide services, comply with legal obligations, and resolve disputes.

Upon account termination, data may be deleted in accordance with our internal policies and third-party provider practices.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Continued use of the Platform after changes are posted constitutes acceptance of the updated policy.

9. Your Rights Under PIPEDA (Canada)

Under Canadian privacy law (PIPEDA), you have the right to:

• Access your personal information we hold
• Request correction of inaccurate information
• Withdraw consent for data processing (subject to legal/contractual obligations)
• Request deletion of your information upon account closure
• Receive notification of data breaches that pose risk of harm

To exercise these rights, contact: Info@Efficiencyfirstsoftware.com

We will respond within 30 days of your request.

If you are not satisfied with our response, you may file a complaint with the Office of the Privacy Commissioner of Canada (www.priv.gc.ca).

Subscription Terms & Conditions

Last Updated: February 24, 2026 | Effective Date: February 24, 2026

These Subscription Terms & Conditions ("Terms") govern access to and use of the EFS (Efficiency First Software) Business Automation Platform ("Platform") provided by EFS (Efficiency First Software) ("Provider").

By purchasing, accessing, or using the Platform, Client ("you") agrees to these Terms.

1) Subscription Access

Client is granted a non-exclusive, non-transferable, revocable license to access and use the Platform for internal business purposes during an active subscription period.

Access is provided on a monthly or annual recurring basis, depending on the plan selected.

2) Subscription Fees & Billing

• Subscription fees are billed in advance on a recurring basis.
• Fees are charged automatically via the payment method on file.
• Client is responsible for maintaining valid payment information.

Failure to process payment may result in:

• suspension of access
• interruption of services
• account termination if unresolved

No refunds are provided for partial billing periods.

3) Setup Fees

One-time setup fees are separate from subscription fees and governed by the Initial Setup Scope Agreement.

Setup fees are non-refundable once work has begun.

4) Platform Availability

EFS makes reasonable efforts to maintain platform availability but does not guarantee uninterrupted or error-free service.

Client acknowledges that:

• downtime may occur due to maintenance, updates, or third-party providers
• EFS is not responsible for outages caused by infrastructure partners (including but not limited to hosting providers, carriers, APIs, or integrations)

5) Client Responsibilities

Client agrees to:

• use the Platform in compliance with all applicable laws and regulations
• maintain the security of login credentials
• ensure proper consent for SMS, email, and automated communications
• comply with carrier, CAN-SPAM, TCPA, CASL, and similar regulations

Client is solely responsible for content, campaigns, and communications sent using the Platform.

6) Acceptable Use

Client may not use the Platform to:

• send spam or unsolicited messages
• engage in deceptive, illegal, or abusive practices
• violate third-party terms (including carriers, Meta, Google, or email providers)
• infringe on intellectual property or privacy rights

Violation may result in immediate suspension or termination without refund.

7) Data & Privacy

Client retains ownership of their business data.

EFS:

• does not sell Client data
• does not claim ownership of Client contacts or content
• processes data solely to provide the Platform services

Data handling is governed by the Privacy Policy, which forms part of these Terms.

8) No Guarantee of Results

EFS does not guarantee:

• lead volume
• conversion rates
• revenue outcomes
• business growth

The Platform provides tools and automation; results depend on Client's market, offer, traffic, and execution.

9) Third-Party Services

The Platform integrates with third-party services (e.g., Stripe, Meta, Google, Twilio, email providers).

EFS is not responsible for:

• changes, outages, or policy enforcement by third parties
• fees charged directly by third-party providers
• limitations imposed by external platforms

Client agrees to comply with all third-party terms.

10) Limitation of Liability

To the maximum extent permitted by law:

• EFS shall not be liable for indirect, incidental, or consequential damages
• Total liability shall not exceed the amount paid by Client in the preceding 30 days

11) Termination

Clients may cancel their subscription at any time in accordance with the billing cycle.

Upon cancellation:

• access remains active until the end of the current billing period
• no refunds are issued for unused time

EFS reserves the right to suspend or terminate access for:

• Non-payment
• violation of these Terms
• misuse of the Platform

12) Modifications

EFS may update these Terms from time to time.

Continued use of the Platform after changes constitutes acceptance of the updated Terms.

13) Governing Law

These Terms are governed by the laws of the Province of Ontario and the federal laws of Canada applicable therein, without regard to conflict-of-law principles.

Any disputes shall be resolved in the courts of Ottawa, Ontario, Canada.

14) Entire Agreement

These Terms, together with:

• the Initial Setup Scope Agreement
• the Privacy Policy

constitute the entire agreement between Client and EFS regarding use of the Platform.

15) Acceptance

By purchasing or using the Platform, Client acknowledges they have read, understood, and agreed to these Terms.

Initial Setup Scope Agreement

Last Updated: February 24, 2026 | Effective Date: February 24, 2026

This Initial Setup Scope Agreement ("Agreement") is entered into between EFS (Efficiency First Software) ("Provider") and the Client ("Client") as of the date of purchase or signature.

This Agreement defines what is included in the one-time setup fee and establishes clear expectations to ensure a smooth onboarding process for both parties.

1. Purpose of Initial Setup

Client is purchasing an initial configuration and onboarding service for the EFS (Efficiency First Software) Business Automation Platform.

The purpose of the setup is to deliver a functional, ready-to-use system foundation that enables lead capture, automated follow-up, booking, payments, and basic business operations automation.

This setup is not intended to be a fully custom software build, agency-style implementation, or marketing campaign.

2. Included in Initial Setup (Scope of Work)

a) Account & Platform Setup

• Creation and configuration of Client account
• Basic business branding (logo, business name, brand colors)
• User setup for up to one (1) primary admin
• Installation of EFS standard templates, pipelines, and base configurations

b) Core Automations

• Missed Call Text Back automation
• New lead instant SMS follow-up automation (basic)
• Review request automation (basic)
• One (1) sales pipeline with standard stages

c) Booking & Payments

• Setup of one (1) calendar / booking flow
• Stripe connection support (connection only)
• Invoice and text-to-pay functionality enabled (basic)

d) Onboarding & Training

• One (1) onboarding call (or up to 60 minutes)
• Walkthrough of inbox, pipeline, calendar, automations, and reporting basics

3) Client Responsibilities

Client agrees to provide, in a timely manner:

• Business details, logo, services, and contact information
• Required access to third-party tools (Stripe, Google Business Profile, Meta, domain, etc.)
• Prompt responses during onboarding

Delays in providing required information may delay setup completion.

4) Not Included ("Out of Scope")

The following are not included in the Initial Setup fee:

• Custom funnel/website design or copywriting
• Custom workflows beyond the included automations
• Ad campaign setup or management (Google/Meta)
• CRM cleanup, tagging architecture, segmentation strategy
• Large contact imports (over 500 contacts/rows)
• Multi-location setup or multi-user team buildout
• Ongoing support, changes, edits, or re-builds
• Integration troubleshooting caused by third-party outages/changes

Any work outside the included scope requires:

• an upgrade to a higher tier OR
• additional service fees billed at $150/hr (or quoted per project)

5) Setup Completion & Approval

Setup is considered complete when:

• all deliverables in Section 2 are installed and functional
• onboarding walkthrough has been completed or offered

Client approval may be provided through:

• written confirmation (email or message)
• verbal confirmation during onboarding
• continued use of the platform beyond 7 days after delivery

Approval is based on system functionality, not subjective satisfaction, preferences, or future business results.

6) Payment Terms & Conditional Completion

The Client agrees to pay the one-time setup fee prior to the commencement of work.

EFS (Efficiency First Software) agrees to work with the Client, within the scope of this Agreement, until the system has been:

• built according to the Included Deliverables
• configured to function as described
• reviewed with the Client during or after the onboarding walkthrough

EFS will make reasonable corrections, within scope, until the Client confirms that the system meets the agreed deliverables.

Approval is based solely on functional completion of the included setup, not subjective satisfaction, preferences, or future business outcomes.

Once approval is provided, the setup is considered complete and non-refundable.

7) 30-Day Performance Promise

EFS (Efficiency First Software) offers a 30-Day Performance Promise, beginning on the date the setup is marked complete.

During this period, if the Client believes the system is not operating as configured, EFS will, at no additional charge:

• correct configuration errors
• repair or re-enable included automations
• ensure lead capture, routing, and follow-up processes are functioning as designed

This promise applies exclusively to:

• workflows, automations, and features included in the original setup scope

This promise does not include:

• guarantees of leads, appointments, or revenue
• marketing or advertising performance
• changes to Client offers, pricing, or messaging
• new features, workflows, or system expansions
• issues caused by third-party platforms or providers

The Performance Promise is fulfilled once the system operates according to the Included Deliverables outlined in Section 2.

8) No Guarantee of Results

Provider does not guarantee:

• number of leads
• booked appointments
• revenue results
• conversion rate improvements

The platform provides automation tools; results depend on Client's market, offer, traffic sources, and execution.

9) Refund Policy

Once setup work has begun, the setup fee is non-refundable.

Subscription fees are governed by the recurring subscription agreement.

10) Confidentiality

All systems, workflows, templates, and processes demonstrated or delivered are proprietary to EFS (Efficiency First Software).

Client agrees not to copy, distribute, or replicate these systems outside their organization.

11) Governing Law

This Agreement is governed by the laws of the Province of Ontario and the federal laws of Canada applicable therein, without regard to conflict-of-law principles.

Any disputes shall be resolved in the courts of Ottawa, Ontario, Canada.

12) Acceptance

By signing or purchasing, Client acknowledges and agrees to the scope, limitations, and terms outlined in this Agreement.