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Legal
Effective Date: June 1, 2026 | Kepteasy Inc.
Contents
Welcome to Kepteasy, operated by Kepteasy Inc., a Canadian company based in Victoria, British Columbia (referred to as "we," "us," or "our"). By accessing our website, using the Kepteasy platform, purchasing any service or digital product, or interacting with us in any capacity, you agree to be bound by these Terms of Service ("Terms").
If you do not agree with these Terms, please do not use this website or any of our services, platforms, or products. These Terms apply to all users, including visitors, registered platform users (pros, agencies, and their clients), service clients, purchasers of digital products, newsletter subscribers, and anyone accessing our tools, apps, or resources.
References to "Kepteasy," "platform," or "site" in these Terms refer collectively to kepteasy.com, all subdomains (including account.kepteasy.com, consulting.kepteasy.com, web.kepteasy.com, and marketing.kepteasy.com), and any current or future Kepteasy-branded applications, tools, or services.
Kepteasy offers a broad and evolving range of services, tools, and products. These currently include, and may be expanded to include:
A multi-tenant SaaS client portal platform designed for professional service providers including consultants, web designers and developers, and marketers. The platform includes tools for project management, client communication, file sharing, invoicing, proposals, e-signatures, live sessions, time tracking, CRM, analytics integrations, and more. The platform operates across four core apps (Account, Consulting, Web, and Marketing) with additional apps planned.
Business and marketing consulting, web design and development, SEO, marketing strategy and execution, and related professional services offered directly by Kepteasy. These are governed by any additional service agreements, proposals, or statements of work executed between Kepteasy and the client.
Downloadable e-books, trading and investing guides, marketing guides, and other digital educational materials available for purchase or free download. These include but are not limited to the trading and investing e-book series and any bundled products.
Free downloadable guides, templates, reports, and other educational resources provided in exchange for contact information (such as name and email). These materials are for personal, educational, and non-commercial use only.
Trading and investing applications including the Trading Analytics Platform (TAP), MEEA, Edge Analysis, and the Quantitative Fundamental Analysis (QFA) platform. These are currently in development and will be offered as subscription-based or one-time access tools. Use of these tools is subject to the important disclaimers in Section 8 of these Terms.
Additional tools, apps, and products under development including hosting reseller services, design services, and other software products. These Terms apply to all Kepteasy products and services as they become available, unless separate terms are provided at the time of launch.
The Kepteasy platform supports multiple account types with distinct roles and permissions:
(a) Pro / Agency Accounts (paid): Service providers — including consultants, web designers and developers, marketers, and agencies — who subscribe to a Kepteasy plan to manage their client work through the platform. Pro and agency accounts have access to administrative tools and can configure client portals within their organization.
(b) Client Accounts (free, invitation-only): End-clients of pros and agencies who are invited to the platform to collaborate on projects, view deliverables, communicate, approve work, sign documents, or make payments. Client accounts are restricted and subordinate to the pro or agency account that invited them. Clients are never platform administrators.
(c) Prospect / Guest Accounts: Individuals who create a free account to explore services, request estimates, book discovery calls, or interact with Kepteasy prior to engaging professional services directly.
You must be at least 18 years of age to create a Kepteasy account. By registering, you represent that the information you provide is true, current, and complete, and that you will keep it updated. You are responsible for maintaining the confidentiality of your login credentials and for all activity under your account.
The Kepteasy platform is multi-tenant. Each pro or agency operates within their own organization on the platform. Your data is scoped to your organization and is not accessible by other organizations. Clients interact only within the organization they have been invited to. This architecture is intentional and is not a limitation — it is a security and privacy feature.
Pro and agency accounts may configure white-label branding including custom colors, logos, and display names for their client portals. This does not change the underlying legal relationship — Kepteasy Inc. remains the operator of the platform, and these Terms remain in effect regardless of any white-label customization. Pros and agencies are responsible for ensuring their own clients are aware of and agree to these Terms where applicable.
You are solely responsible for securing your account, including your password and any connected integrations. Kepteasy is not liable for any loss or damage arising from unauthorized account access due to your failure to maintain credential security. Notify us immediately at support@kepteasy.com if you suspect unauthorized use of your account.
You agree to use the Kepteasy platform and website only for lawful purposes and in accordance with these Terms. Prohibited activities include but are not limited to:
We reserve the right to suspend or permanently terminate any account that violates these Terms, without notice and without liability.
Kepteasy platform access for pros and agencies is available on a subscription basis across multiple tiers (Free, Solo, Studio, and Agency, or as otherwise named at the time of purchase). Tier features, limits, and pricing are described at the time of sign-up and on the pricing page. We reserve the right to adjust pricing and features with reasonable notice.
Subscriptions are billed in advance on a monthly, quarterly, or annual basis as selected at signup. All amounts are in Canadian Dollars (CAD) unless otherwise specified. Payment is processed via Stripe or other payment processors we designate. By providing payment information, you authorize Kepteasy to charge your payment method on a recurring basis for the applicable subscription fee plus any applicable taxes.
Kepteasy may offer a Founding Users program providing early access to the platform for an initial period (currently 12 months) at no charge, followed by a locked-in lifetime price at the applicable tier rate as disclosed at time of acceptance. The Founding Users program is limited in spots and acceptance is at Kepteasy's sole discretion. Founding users agree to use the platform in real client work and provide feedback to assist platform development.
Upon the conclusion of the free period, founding users will be transitioned to the agreed lifetime pricing and billed accordingly. Founding pricing is non-transferable, applies to the individual or entity accepted into the program, and is tied to the tier selected at time of acceptance. Upgrades to a higher tier will be billed at the founder pricing ladder applicable to that tier, if one exists.
Kepteasy reserves the right to modify or discontinue the Founding Users program at any time, but any lifetime pricing commitments made in writing prior to such modification will be honoured for the original qualifying account.
You may cancel your subscription at any time through your account settings. Cancellation takes effect at the end of the current billing period. Kepteasy does not issue prorated refunds for the remaining period of a cancelled subscription unless a refund is expressly provided for under Section 15 of these Terms.
A free tier may be available with limited features and usage. Kepteasy reserves the right to modify, limit, or discontinue the free tier at any time with reasonable notice.
Kepteasy offers professional services including business consulting, marketing strategy and execution, web design and development, SEO, and related services. These services are subject to separate service agreements, proposals, or statements of work that will be provided to you at the outset of any engagement. In the event of a conflict between these Terms and any such agreement, the specific service agreement shall take precedence with respect to that engagement.
Consulting services including unlimited async consulting, deliverables, reports, business plans, pitch decks, and strategic advisory are offered via Kepteasy Consulting plans. Plan-specific service level agreements (SLAs), deliverable depths, work queue limits, and response time commitments are described in the applicable plan documentation and on the consulting services page.
Consulting services are advisory in nature. While we strive to provide expert, accurate, and actionable guidance, the implementation of any advice or recommendations is your sole responsibility. Kepteasy is not liable for outcomes, losses, or damages arising from your decision to act on or not act on any consulting advice provided.
Certain consulting plans include a 7-day Not-a-Fit refund on the first payment as described in the plan documentation. This guarantee applies only as specified and does not extend to subsequent billing periods, to digital products, or to other services.
Website design, development, SEO, and related services are scoped and governed by individual project agreements. Any inclusions such as free hosting for a first year, royalty-free assets, or domain registration are subject to the terms specified in the relevant project proposal or agreement.
Marketing services including the Marketing Clarity System™, strategy and positioning engagements, flywheel growth systems, and ongoing retainer work are governed by specific service agreements and proposals. Pricing and scope are as described in the applicable proposal or on the marketing services page.
Kepteasy offers digital educational products including e-books, trading guides, marketing guides, and downloadable resources. Upon purchase or download, you are granted a limited, non-exclusive, non-transferable licence to access and use the content for your own personal, non-commercial educational purposes.
All digital products, including guides related to trading, investing, marketing, and business, are provided for educational and informational purposes only. They do not constitute professional financial, investment, legal, or business advice. See Section 8 for additional disclaimers specific to trading and investing content.
Free downloadable guides provided in exchange for your contact information (such as name and email) are offered for personal, educational use only. By downloading a free guide, you consent to being added to our mailing list and may receive follow-up emails related to the guide topic or our services. You may unsubscribe at any time. The same restrictions in Section 7.1 apply to all free downloads.
Due to the instant-access nature of digital products, all sales are final unless otherwise stated at the time of purchase. If you experience a technical issue preventing access to a purchased product, please contact us at support@kepteasy.com within 7 days of purchase and we will work to resolve the issue or provide a replacement.
Important — Please Read This Section Carefully
This section contains critical disclaimers regarding all trading and investing content, tools, and platforms offered by Kepteasy.
Nothing on the Kepteasy website, platform, applications, tools, or in any Kepteasy digital product — including but not limited to e-books, guides, blog articles, the Trading Analytics Platform (TAP), the MEEA, Edge Analysis tools, the Quantitative Fundamental Analysis (QFA) platform, the Mayer Performance Score (MPS), or any other trading or investing content — constitutes financial advice, investment advice, securities recommendations, or any other form of professional financial guidance.
All trading and investing content is provided strictly for educational and informational purposes. It reflects the personal experience, opinions, and research of the author and should not be relied upon as a basis for any financial or investment decision.
Kepteasy Inc. and its founder are not registered investment advisors, portfolio managers, financial planners, securities dealers, or any other type of regulated financial professional under applicable Canadian or foreign securities laws. No content, tool, score, or recommendation from Kepteasy should be interpreted as a solicitation to buy or sell any security or financial instrument.
Trading and investing in financial markets, including but not limited to equities, futures contracts (including E-mini S&P 500 futures / ES), options, and other instruments carries a high level of risk. You may lose some or all of your capital. Past performance, whether described in Kepteasy content or tools, is not indicative of future results. You should never trade or invest money you cannot afford to lose.
Kepteasy's trading guides, e-books, tools, and platform features are designed to support education, self-reflection, and structured analysis. They are not signals, recommendations, or guarantees of any financial outcome.
The Quantitative Fundamental Analysis (QFA) platform and its Mayer Performance Score (MPS) are proprietary analytical tools designed to assist users in organizing and interpreting publicly available SEC fundamental data. Grades, scores, and rankings produced by the QFA are algorithmic outputs based on rules defined by Kepteasy and are not guarantees of stock performance, future value, or investment returns.
The QFA is not a substitute for independent research, professional financial advice, or your own due diligence. Any investment decisions made on the basis of QFA outputs are made at your own risk and are solely your responsibility.
Trading and investing tools currently in development (including the Trading Analytics Platform and QFA) are being offered with early access sign-ups. Early access does not constitute a binding contract for delivery by any specific date. Features, pricing, and functionality may change prior to and after launch.
The Kepteasy platform includes a Live Sessions feature powered by LiveKit, which enables video and audio sessions between pros/agencies and their clients. Live sessions may be recorded and/or automatically transcribed.
By participating in a live session on the Kepteasy platform, you consent to the session being recorded and stored. It is the responsibility of the pro or agency hosting the session to ensure that all participants are informed of and have consented to recording prior to the session beginning, in accordance with applicable laws (including British Columbia's Privacy Act and any other relevant legislation).
Live sessions may be automatically transcribed using OpenAI Whisper or similar third-party transcription services. By using the Live Sessions feature, you acknowledge and consent to your audio being processed by such services for transcription purposes. Transcription data is stored on Cloudflare R2 or similar secure cloud storage and is subject to our Privacy Policy.
Session recordings and transcriptions are accessible to the pro or agency account that hosted the session and to participants as configured by the pro. Pros may choose to share transcriptions with clients through the platform's Notes feature. Kepteasy stores session recordings for the period specified in the applicable plan terms, after which recordings may be automatically deleted.
You are responsible for the content of any live session conducted through the platform. Kepteasy is not responsible for and does not monitor session content. All sessions must comply with applicable law and these Terms.
The Kepteasy platform supports and may require integration with third-party services and APIs. Current and planned integrations include, but are not limited to: Stripe and Stripe Connect (payment processing), Google Analytics 4 and Google Search Console (analytics), LiveKit (live sessions), Cloudflare R2 (file and media storage), OpenAI Whisper (transcription), and PageSpeed Insights (website health). Additional integrations may be added over time.
When you connect a third-party account or service to Kepteasy (such as Google Analytics or Stripe), you authorize Kepteasy to access and use data from those accounts as needed to provide the integration functionality. You are responsible for ensuring you have the right to authorize this access, including on behalf of your clients where applicable. You remain bound by the terms of service of each third-party provider.
Kepteasy may use third-party APIs as part of delivering platform features. Our use of the Google APIs is subject to the Google API Services User Data Policy. Our use of Stripe is subject to Stripe's Connected Account Agreement. You acknowledge that third-party service availability, data accuracy, and functionality are outside Kepteasy's control, and we are not liable for interruptions or errors caused by third-party service providers.
Some platform features require transmitting data to third-party services to function (for example, sending an audio file to a transcription service, or sending invoice data to Stripe). By using these features, you consent to the necessary transmission of data to the applicable third party. We limit data shared with third parties to what is necessary for the specific function and do not sell your data to any third party.
The inclusion of third-party services and integrations does not constitute an endorsement of those services. Kepteasy is not responsible for the practices, policies, or actions of any third-party provider.
Service providers, freelancers, agencies, vendors, consultants, and solicitors who wish to reach Kepteasy or its users for commercial purposes must maintain a valid Provider Account. Provider Accounts are available at CAD $174.97 per year plus applicable taxes (the "Provider Fee"), unless otherwise stated in writing. Provider Account holders may use designated platform tools for approved commercial outreach only.
You will not misrepresent your status as a client or prospect to access platform features without the required Provider Account, create multiple or alternate accounts to circumvent the Provider Fee, or otherwise use client or prospect account access for commercial provider purposes.
If we determine that you are operating as a provider while registered as a client or prospect, we reserve the right to (a) reclassify your account; (b) charge you the Provider Fee pro-rated for the relevant period(s); and (c) request updated billing details to complete payment.
In addition to any back-billing under Section 11.3, you agree that CAD $350.00 represents a reasonable pre-estimate of the administrative and compliance costs Kepteasy incurs in investigating and addressing account misrepresentation and circumvention, including review time, platform integrity checks, and related overhead. This amount constitutes liquidated damages and is not a penalty. It is payable upon determination that you have misrepresented your account type or circumvented payment requirements.
Failure to pay amounts due under these Terms may result in suspension or termination of your account, IP-level access blocks, removal of access to platform tools, and referral to a collections service. Kepteasy reserves all other rights and remedies available at law or in equity.
Kepteasy receives a high volume of unsolicited outreach from vendors, service providers, agencies, software companies, freelancers, and others seeking to sell products or services. All such inquiries must be directed exclusively to: serviceproviders@kepteasy.com.
Any unsolicited commercial message, pitch, solicitation, or promotional communication sent to any other Kepteasy email address, contact form, platform message thread, or communication channel will be considered a violation of this policy and a violation of these Terms. This applies to all forms of cold outreach including email, LinkedIn or social messages directed at Kepteasy accounts, and any form submissions on this website.
Platform users — including clients, prospects, and any account holder — may not use platform messaging tools, booking features, or any other platform communication channel to solicit, advertise, or pitch services to other users, to Kepteasy, or for any commercial purpose unrelated to their active engagement on the platform.
Violations of this anti-spam policy may result in any or all of the following: immediate and permanent account suspension or termination without notice or refund; permanent blacklisting from future engagement with Kepteasy and any affiliated trade names, partner businesses, or associated entities; IP-level blocking; and reporting to applicable anti-spam authorities under CASL (Canada's Anti-Spam Legislation) or other applicable legislation.
All messages sent through platform communication tools must be relevant to an active project, engagement, booking, or direct business relationship between the parties. Automated outreach, bulk messages, and unrelated pitches are prohibited and may be filtered, throttled, or blocked without notice.
All commercial electronic messages sent to or through Kepteasy must comply with Canada's Anti-Spam Legislation (CASL) and any other applicable anti-spam laws. You represent that any commercial messages you send in connection with the platform have the required express or implied consent of the recipient and include the required identifying and unsubscribe information.
All content on the Kepteasy website and platform — including but not limited to text, copy, images, branding, logos, design systems, e-books, guides, proprietary scoring systems (including the Score & Rank Engine™, the Marketing Clarity System™, the Mayer Performance Score™, and the MEEA™), platform code, workflows, templates, and any other materials — is the intellectual property of Kepteasy Inc. or its licensors and is protected by applicable Canadian and international intellectual property laws.
You may not copy, reproduce, republish, modify, create derivative works from, distribute, publicly perform, or publicly display any Kepteasy content without express prior written permission. Any unauthorized use may result in legal action.
Your Content: You retain ownership of any content, data, or files you upload to the Kepteasy platform. By uploading content, you grant Kepteasy a limited, non-exclusive licence to store, process, and display your content solely as required to provide the platform services. We do not claim ownership of your content and will not use it for any purpose beyond service delivery.
Upon account termination, you may request export of your data. We will use reasonable efforts to provide this, subject to technical feasibility and the applicable plan.
Your use of the Kepteasy platform and website is also governed by our Privacy Policy, which is incorporated into these Terms by reference. Please review it carefully to understand how we collect, use, and protect your personal information.
The Kepteasy platform is designed with data isolation as a core architectural principle. In a multi-tenant environment, your organization's data is not accessible to other organizations. However, no system is entirely immune to breach. You are responsible for your own security practices, including credential management and the security of any connected third-party accounts.
If you are a pro or agency using Kepteasy to manage your clients' data, you are responsible for ensuring your use of the platform complies with applicable privacy laws including PIPEDA, PIPA (BC), and any other regulations relevant to your jurisdiction and industry.
All payments for platform subscriptions, professional services, and digital products are facilitated through Stripe or other designated payment processors. By making a payment, you agree to the applicable payment processor's terms and conditions. All amounts are in Canadian Dollars (CAD) unless otherwise stated.
Prices displayed may be exclusive of applicable taxes. GST, HST, or other applicable taxes will be applied at checkout based on your location. You are responsible for any applicable taxes in your jurisdiction.
Invoices for professional services must be paid in accordance with the terms on the invoice. Late payments may result in suspension of active work, delays to deliverables, or termination of the engagement. Kepteasy reserves the right to charge interest on overdue amounts at a rate of 1.5% per month or the maximum rate permitted by applicable law, whichever is lower.
Unless otherwise specified (such as the 7-day consulting plan guarantee), all payments are non-refundable. Digital products are non-refundable upon access or download. Platform subscriptions are non-refundable for the current billing period upon cancellation. Exceptions may be made at Kepteasy's sole discretion in cases of billing errors or documented technical failures preventing access.
Initiating a chargeback or payment dispute for a valid charge is a violation of these Terms. Kepteasy will contest any invalid chargeback and may suspend or terminate accounts associated with fraudulent disputes.
The Kepteasy website, platform, tools, and digital products are provided on an "as is" and "as available" basis without warranties of any kind, whether express or implied. Kepteasy does not warrant that the platform will be uninterrupted, error-free, or free of bugs or security vulnerabilities. We do not guarantee that any specific results will be achieved through use of our services, tools, or content.
To the maximum extent permitted by applicable law, Kepteasy Inc., its officers, directors, employees, and contractors shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of or inability to use the platform, website, services, or digital products — including but not limited to loss of profits, data loss, business interruption, or reputational harm.
In no event shall Kepteasy's total liability to you for all claims arising from or related to these Terms or your use of our services exceed the greater of (a) the total amount you paid to Kepteasy in the twelve months immediately preceding the event giving rise to the claim, or (b) CAD $500.00.
The Kepteasy platform is currently at version 1.0 and is an evolving product. Features may be incomplete, modified, or removed. Kepteasy does not warrant that any specific feature will remain available in any future version. Founding users and early adopters accept this evolving nature as a condition of their participation.
You agree to indemnify, defend, and hold harmless Kepteasy Inc. and its officers, directors, employees, contractors, and agents from and against any claims, liabilities, damages, losses, costs, and expenses (including reasonable legal fees) arising from or related to: (a) your use of the platform, website, services, or digital products; (b) your breach of these Terms; (c) your violation of any law, regulation, or third-party rights; (d) any content you upload or transmit through the platform; or (e) any misrepresentation made by you in connection with your account or your use of our services.
Kepteasy reserves the right to suspend or terminate your access to the platform, website, or any services at any time and for any reason, including without limitation for breach of these Terms, non-payment of amounts due, or conduct that we reasonably believe is harmful to Kepteasy, its users, or third parties. We may act with or without notice in cases of serious or repeated violations.
You may terminate your account at any time by contacting us or using the account cancellation feature. Termination does not relieve you of any payment obligations accrued prior to the termination date.
Following account termination, Kepteasy may retain technical logs, transaction records, and audit trails as required for legal, compliance, and security purposes. The provisions of these Terms that by their nature should survive termination (including intellectual property, indemnification, disclaimers, and limitation of liability) will continue to apply.
These Terms shall be governed by and construed in accordance with the laws of the Province of British Columbia and the federal laws of Canada applicable therein, without regard to conflict of law principles. Any dispute, claim, or controversy arising out of or relating to these Terms or your use of Kepteasy's services shall be subject to the exclusive jurisdiction of the courts of British Columbia, Canada.
Before initiating any legal proceeding, you agree to first contact Kepteasy in writing at legal@kepteasy.com and provide a detailed description of the dispute. The parties will attempt to resolve the dispute informally for a period of 30 days before pursuing formal legal action.
Kepteasy may update these Terms from time to time as the platform and services evolve. When material changes are made, we will update the Effective Date at the top of this page and, where the change significantly affects your rights or obligations, we will notify you via email or a prominent notice on the platform.
Your continued use of the website, platform, or services after the effective date of any updated Terms constitutes your acceptance of the revised Terms. If you do not agree with any changes, you should stop using the platform and cancel your account before the changes take effect.
If you have questions about these Terms, please contact us:
Kepteasy Inc.
Victoria, British Columbia, Canada
General inquiries: hello@kepteasy.com
Support: support@kepteasy.com
Legal: legal@kepteasy.com
Service providers / solicitors: serviceproviders@kepteasy.com
Contact form available at kepteasy.com/contact
