The terms that govern use of Reddi, including workspace access, client upload links, AI-assisted checks, billing, data handling and product boundaries.
Reddi is the public brand of client operations software operated by Perpetual AI Solutions Ltd. Reddi is available through askreddi.com, related Reddi application domains, and any workspace or client upload links we provide.
These Terms apply when a firm creates a workspace, agrees to these Terms, places an order, starts a trial, uses a paid plan, invites team members, sends request packs or uses Reddi's client upload portal.
A person creating a Reddi workspace, agreeing to these Terms at signup, placing an order, or using a paid Reddi account must have authority to bind the accounting firm or organisation they represent. If they do not have that authority, they should not create the workspace or use Reddi for firm work.
The firm is responsible for its members, invited users, clients, upload recipients and anyone else who uses Reddi through that firm's workspace, links or instructions.
Reddi is client operations software for accounting firms. It helps firms collect VAT materials and AML evidence, manage request packs, send follow-ups, track missing or stale evidence, check uploaded documents for operational issues and prepare Ready for Accountant or Ready for AML review handoffs.
Reddi does not provide accounting, tax, payroll, VAT, AML, legal or compliance advice. Reddi does not calculate tax, file VAT returns, make AML decisions, approve a client for onboarding, conduct a professional risk assessment, reconcile accounting records or replace the accountant. The firm remains responsible for professional judgement, client advice, filing obligations, regulated checks and final deliverables.
The firm must keep workspace access accurate, use individual user accounts where available, remove users who no longer need access and protect login credentials. Shared inboxes, delegated access and internal handovers remain the firm's responsibility unless Reddi has expressly agreed a managed-support process.
The firm must tell Reddi promptly if it believes a workspace, member account, portal link or uploaded document has been accessed by someone who should not have access.
Firms may send no-login Client upload portal links to clients so they can answer request items and upload documents without creating a Reddi account. Those links are intended for the named recipient and request pack, not for public posting or broad forwarding.
The firm is responsible for checking that each request is appropriate, that the recipient is correct, that the requested material is lawful and necessary, and that uploaded material is reviewed by qualified staff before it is used in professional work.
Reddi may use AI-assisted document review, extraction and classification to identify operational issues such as unreadable files, likely wrong-period documents, missing fields, mismatched document types or evidence that needs staff review.
AI-assisted outputs are aids for triage and workflow, not professional advice or final decisions. They may be incomplete, delayed or wrong. The firm must review outputs, resolve uncertainty and decide whether evidence is acceptable for VAT, AML or any other client matter.
The firm owns and controls the client documents, request answers, workspace records and other content it submits to Reddi. The firm must have an appropriate lawful basis, client notice and internal authority for the data it asks Reddi to process.
Reddi's privacy, processing and supplier posture is described in the Privacy Policy, DPA, Data Processing page and Subprocessors page.
Reddi is designed around firm-level tenant isolation, role-based access, signed file access and audit logging for important workspace actions. The buyer-facing security posture is described on the Security page.
Security controls reduce risk but do not remove the firm's responsibility to manage its own users, devices, client communications, email forwarding, exported files and local copies of client evidence.
Billing for paid plans, credit packs and subscription management is handled through Stripe-powered checkout, invoices and customer portal flows where enabled. The firm is responsible for keeping billing details accurate and paying charges that are properly due for its selected plan, usage and add-ons.
Prices, credit allowances, plan limits, trials, renewals, cancellation treatment, refunds, VAT or sales-tax treatment and dunning rules may be set out on the pricing page, in Stripe checkout, in the customer portal, in an order form, or in written commercial terms agreed with the firm.
Reddi may rely on third-party providers for hosting, database, storage, payment processing, email delivery, analytics, support operations, AI processing and security tooling. The current supplier list is maintained on the Subprocessors page.
Integrations and third-party services may have their own terms, limits, downtime, regional handling and account requirements. Reddi is not responsible for a third party's independent products or websites.
Reddi aims to provide a reliable service for day-to-day client evidence operations. Maintenance, provider incidents, security work, product updates or emergency fixes may affect availability from time to time.
Service-level commitments, response times, support entitlements and incident-notification commitments may be provided through a plan, order form, support schedule or written agreement with the firm.
Reddi may suspend access where needed to protect the service, respond to suspected abuse, address unpaid invoices, comply with law, investigate a security issue, or prevent harm to another firm, client or provider.
When a subscription ends, the firm should export any records it needs and follow the available deletion, retention and support workflows. Some records may be retained where needed for billing, security, audit, legal claims, fraud prevention or compliance with law.
Reddi provides workspace export and deletion workflows where enabled for eligible firm owners and admins. Export and deletion requests may be limited where Reddi must retain evidence for billing, security, legal claims, audit logs, fraud prevention or compliance with law.
Retention periods, backup handling, deletion timing and exceptions are described through the Privacy Policy, DPA, data-processing page, product settings and any written agreement with the firm.
Each party may receive non-public business, product, security, client or operational information from the other party. The receiving party should protect that information, use it only for the relationship with Reddi, and not disclose it except where authorised, required by law, or needed to provide or receive the service.
Reddi is provided as software to support firm operations. The firm remains responsible for its professional work, client relationships, advice, filings and regulated decisions. To the extent permitted by law, Reddi is not responsible for professional conclusions drawn by the firm from workflow data, client uploads or AI-assisted outputs.
Any order form, signed agreement or mandatory legal right that says otherwise takes priority over this online summary.
Reddi may update these Terms as the product, pricing, providers, legal requirements and support model change. Material changes should be dated and communicated in a way that lets the firm understand what changed before it continues using Reddi.
Questions about these Terms can be sent to support@askreddi.com.
