Pernee is sold to accounting and tax firms on annual agreements, invoiced directly. Agent use on those agreements is not metered: your firm does not pay per question, per document, or per workpaper. This Fair Use Policy explains what that means in practice, and the small set of uses it does not cover.
This policy forms part of our Terms of Service. Words defined in the Terms, such as “Services” and “Customer Data”, mean the same thing here.
1. What “unlimited” means
On an annual plan, the work your team does with the agent is not counted against a quota or billed per request. That includes:
- chats with the agent;
- reading and searching the documents your firm uploads or connects;
- building workpapers; and
- drafting and running reviews.
A busy filing season is exactly what the plan is for. You will not be charged more because your team used Pernee heavily in March or October.
2. What fair use is
Fair use is normal professional use of Pernee by your firm’s licensed staff, for your firm’s own client work. In practice that means people on your team, each signed in under their own account, using Pernee to prepare, research, review and manage the engagements your firm takes on.
How much each person uses it is up to them. Heavy use by people doing real client work is fair use.
3. What isn’t fair use
The following are outside fair use:
- Automated or scripted bulk querying — sending requests through scripts, bots or other automation rather than people doing their work, except through integrations Pernee provides or has agreed with you in writing;
- Reselling or providing access to third parties — offering Pernee, or its output as a service, to anyone outside your firm, including other firms or your clients directly;
- Sharing logins — more than one person using the same account, or using an account after the person it belongs to has left the firm;
- Training or benchmarking other models — using Pernee, or the output it produces, to train, fine-tune, evaluate or benchmark any other model or product;
- Unrelated workloads — running work that has nothing to do with your firm’s practice; and
- Circumventing rate limits — deliberately working around any rate limit or other technical control, for example by spreading one workload across several accounts.
Several of these are also restricted by section 5 (Acceptable use) of the Terms. Where the two overlap, the Terms apply.
4. How we look at usage
We review usage in aggregate: patterns such as the volume and timing of requests per account, how many accounts sign in from the same place at once, and how traffic is spread across your firm. This is the same operational metadata described in section 4 of our Privacy Policy — information about requests, not their contents.
We do not read the content of your client work to decide whether your use is fair. Your documents, prompts and the agent’s output are not reviewed for this purpose.
5. If usage runs unusually high
If your firm’s usage looks well outside normal professional use, here is what happens:
- We contact you first. We will reach out to your account administrator, explain what we are seeing, and listen. Often there is a simple explanation, such as a new office coming on or a large engagement.
- We agree a plan together. That may mean adjusting your agreement to fit how your firm actually works, or changing how the usage is run. Either way, it is worked out with you.
- No surprise charges. We will never add a charge to your invoice because of usage. Any change to your fees or your agreement is agreed with you in writing first.
- Temporary rate limiting, only to protect others. If a pattern of use is degrading the service for other customers, we may slow it down temporarily while we talk with you. We will tell you when we do this and lift it once the issue is resolved.
This does not change section 5 of the Terms, which lets us suspend access where continued use poses a security risk, threatens the integrity of the Services, or is required by law.
6. Relationship to the Terms
This policy forms part of the Terms of Service and your order form. If anything here conflicts with your signed order form, the order form applies.
7. Changes to this policy
We may update this policy from time to time. When we do, we will revise the “Last updated” date above and tell your account administrator by email or in the Services. An update will not, on its own, change the fees in your current agreement.
8. Contact
Questions about this policy or your firm’s usage:
billing@pernee.com
Pernee, Inc., 131 Continental Drive, Suite 305, Newark, DE 19713, USA