Terms for True Balance software presentations and trial implementations

[TREŚĆ WŁAŚCICIELA: full text of the terms, in impersonal form, based on the list of points from sections 2 to 7]

General provisions

• Organizer: True Balance Accounting Sp. z o.o.; registration details are on the About us page.
• Demo: a presentation of a selected module of the My True Balance platform on sample data.
• Trial implementation: launching a selected module for an accounting client of the firm within an agreed scope and time.
• Submission: sending the demo or implementation form on the platform page or on the module page.
• Scope of the terms: the terms do not cover the firm's services (limited company accounting, payroll and HR, services for companies), which are governed by the service agreement.
• Website services (T-95): the terms also cover services provided electronically on the truebalance.pl website (contact form, demo and implementation forms, consent settings) and set out: the types and scope of these services, technical requirements, the prohibition on providing unlawful content, the conditions for concluding and terminating agreements, and the complaints procedure.

Module demo

We run the demo on sample data.

• Format: a demo on sample data; every screenshot and video of the module on the website is captioned "Sample data".
• Date: agreed after submission, with no date promised in advance.
• No obligation: a demo does not oblige the submitter to conclude an agreement or to implement the module.
• Process and cost: [TREŚĆ WŁAŚCICIELA: format of the demo (remote or on site), duration, and information on whether the demo is free of charge]

Trial implementation

We implement the platform for a limited number of our accounting clients.

• Who it is for: a trial implementation is for the firm's accounting clients; a submission from a company whose accounting the firm does not handle is an invitation to a conversation about the firm's services.
• Qualification of submissions: not every submission will be accepted. [TREŚĆ WŁAŚCICIELA: rules for qualifying submissions for a trial implementation]
• Scope and time: [TREŚĆ WŁAŚCICIELA: scope and duration of the trial implementation and the form of the agreement]
• Fees: [TREŚĆ WŁAŚCICIELA: fees for the trial implementation]
• Withdrawal: [TREŚĆ WŁAŚCICIELA: rules for withdrawal from and ending the trial implementation]
• Data in the platform: [TREŚĆ WŁAŚCICIELA: information on the processing of client data in the platform during implementation (including the AI model provider) and the data processing agreement]

Submission

• Form: on the platform page (choice of module) or on the module page; fields: first name, business e-mail, company, module, type (demo or implementation), the question "Do we already handle your accounting?" (yes, no, considering changing firms), and an optional message.
• Marketing consent: separate, unticked and not required; you can send a submission without it.
• Confirmation: an e-mail confirming receipt of the submission, with the module name and type, without a promised date, with a separate paragraph on the right to object (tree §8); further contact by e-mail.

Personal data

The controller of data from submissions is True Balance Accounting Sp. z o.o. The purposes, legal bases, periods and rights are described in the privacy policy.

Final provisions

• Terms and electronic services (T-95): the obligation to provide terms for services provided electronically, delivered free of charge before an agreement is concluded (content and source in the Claims table); the terms cover forms F1, F2 and F3 and the consent settings (section 2, tree §2), and the information on each form links to them before the submit button (tree §8); whether a remote demo is also such a service (art. 2 point 4 of the Act) is to be assessed at W8a.
• Complaints, changes and date: [TREŚĆ WŁAŚCICIELA: complaints procedure, rules for changing the terms, and the effective date]