ClosePack Customer Subscription Terms — version 2026-09-14
1. Parties and order.
These terms are between Altiteck LLC, California, United States (Altiteck), and the organization purchasing ClosePack (Customer). The person accepting represents that they are authorized to bind Customer. ClosePack is offered for business use. The Microsoft Marketplace order identifies the purchased plan, price, subscription period and applicable billing terms. Microsoft administers the Marketplace transaction under its separate agreements.
2. Permitted use and scope.
During an active subscription, Customer may use ClosePack for its own firm and may authorize its staff and its clients' designated contacts to use the service within that firm's document-collection engagements. This permission does not permit resale, general third-party hosting, or transfer of a subscription to another firm. ClosePack coordinates recurring requests, private versioned submissions, assigned human review, accepted-file delivery to a configured SharePoint destination, and package-closure records. It does not perform bookkeeping, reconcile bank transactions, post journals, close a ledger, file taxes, certify statements, or determine accounting correctness.
3. Customer responsibilities.
Customer defines its clients, legal entities, applicable requirements, reporting periods, statement coverage and deadlines; authorizes users; assigns reviewers; and makes professional judgments. Customer must have authority to provide and process submitted records. Customer controls its Microsoft 365 destination and must maintain the necessary Microsoft licensing, administrator grants and access. Client uploaders do not need a Microsoft 365 subscription solely to use the verified portal. Users must not bypass access controls, introduce malicious files, or use the service unlawfully. Customer must promptly report suspected unauthorized access.
4. Plan and billing.
The initial ClosePack Firm plan permits 50 active clients, 75 active legal entities, 100 GiB of application source storage and files up to 25 MiB each. There is no metered overage for this plan. The price, term, renewal, cancellation and refund treatment presented in the actual Marketplace order and applicable Microsoft transaction rules govern; no annual commitment is created by these terms. Buying a subscription does not include a Microsoft 365 license. Altiteck will not separately charge an overage without Customer's agreement.
5. Service and support.
Altiteck will use reasonable care to provide the documented collection and review functions. File validation and reviewer acceptance do not warrant the completeness or accuracy of accounting work. Support is available at odymov@altiteck.com. No numerical uptime, resolution-time, response-time, or service-credit commitment is included. Interruptions and third-party dependencies may affect availability. Nothing here excludes a warranty or remedy that applicable law does not permit the parties to exclude.
6. Data and confidentiality.
Customer retains its rights in submitted records. Customer instructs Altiteck to process those records to operate, secure and support ClosePack and carry out authorized collection, review, delivery, export and deletion instructions. Each party will protect the other's nonpublic information with reasonable care, use it for this relationship, and disclose it only to personnel/providers who need it and have appropriate confidentiality obligations, or as law requires. Public information, independently developed information and information lawfully received without restriction are excluded. Altiteck does not obtain a right to sell Customer's documents or use them for unrelated advertising under these terms.
7. Privacy and providers.
The privacy notice linked from the ClosePack offer explains account, document, support, subscription and security data processing, service providers, locations, and retention. Customer is responsible for its collection instructions and required notices/permissions concerning client records. Altiteck will assist with verified requests as required by applicable law and its role. Where an additional data-processing or transfer agreement is required, the parties must put it in place before the affected processing. The privacy notice does not waive applicable privacy rights. Do not send documents, passwords, authentication codes, or purchase tokens in ordinary support email.
8. Retention and export.
Current source versions on open requests are retained by the routine source-cleanup policy. Non-current versions not referenced in a closed manifest ordinarily become eligible for source deletion 90 days after upload. A source referenced by a closed manifest is ordinarily retained for at least 365 days after its latest referencing closure. Pending, running or unresolved delivery can delay cleanup. Expiration can make original bytes unavailable while hashes, decisions and manifest metadata remain. Copies delivered to Customer's SharePoint are controlled separately by Customer. Customer should export records it needs for its own retention duties. ClosePack does not provide a regulatory archive or a guaranteed statutory retention period. Authenticated firm administrators may request access, export or account deletion at odymov@altiteck.com; Altiteck will handle requests under applicable law and the disclosed deletion/backup procedure. Cancellation alone does not delete stored records.
9. Subscription restrictions and termination.
New paid collection actions require a verified entitlement. Suspension, cancellation, an unsupported subscription, or unresolved verification beyond the stated 24-hour verification grace can stop new collection actions. Existing scoped access to retained documents and manifests is preserved subject to security, legal requirements and the retention policy. Altiteck may restrict use reasonably needed to address a material breach, unlawful use or a security threat, with notice when practicable. Subscription duration and cancellation take effect under the Marketplace order. Payment obligations already accrued, confidentiality, applicable data duties, liability terms and provisions intended to survive remain effective after termination.
10. Liability allocation.
To the extent permitted by applicable law, neither party is liable to the other for indirect or consequential damages or lost profits under these terms. For all claims arising in any 12-month period, each party's aggregate liability is limited to the greater of fees paid or payable for ClosePack during the preceding 12 months or US$1,000. For claims arising from Altiteck's breach of its confidentiality or security obligations concerning Customer data, that limit is instead the greater of fees paid or payable during the preceding 24 months or US$10,000. The higher limit is an aggregate limit, not an additional recovery on top of the general limit. These limits do not limit payment obligations, fraud, willful misconduct, gross negligence, or liability that law does not permit to be limited. Neither party assumes a contractual duty to defend or indemnify the other unless separately agreed in writing.
11. Law and notices.
California law governs these terms, excluding conflict-of-laws rules and subject to non-waivable applicable law. Courts with jurisdiction located in California are the agreed forum, except where applicable law requires otherwise. Service notices to Altiteck may be sent to odymov@altiteck.com; notices to Customer may be sent to its designated firm-administrator contact. Customer must keep that contact current.
12. Agreement and changes.
These terms and the applicable Marketplace order govern the ClosePack subscription. The order controls its commercial particulars. Product documentation and the privacy notice describe the service and processing; they do not silently enlarge or override the liability allocation or other negotiated terms. A change to these contractual terms requires a valid agreement applicable to the affected subscription. If a provision is unenforceable, the remaining provisions continue to the extent permitted by law. Neither party's failure to enforce a provision is a waiver of later enforcement.