Terms and Conditions

Terms and Conditions

Welcome to Bizdocs

We appreciate you using our products and services (“Services”). The Services are provided by Latourrette Technologies, Lda, a company incorporated and operating under the laws of Portugal (NIPC: 516701347), and headquartered at Rua do Outeiro, nº2, 1st floor front, Porto – Portugal.

By using our Services, you are accepting these terms of use. Read them carefully.

The Intelligent Document Management and Bizdocs Digital Archive services are exclusively aimed at the Micro and SME segment (according to the official IAPMEI classification) and Accounting Offices (CAE 69200 or Certified Accountant in an individual name).

Companies that meet the SME requirement, in accordance with Decree-Law 98/2015, are considered eligible to use the service. If the aforementioned requirement is not met, a personalized proposal will be prepared. Medium-sized entities are those that, among those referred to in article 3, on the balance sheet date, do not exceed two of the following three limits (except for situations referred to in the previous numbers):

a) Balance total: (euros) 20,000,000;

b) Net turnover: (euros) 40,000,000;

c) Average number of employees during the period: 250.

Our Services are very diverse, so sometimes additional terms of use or product requirements (including age requirements) may apply. Additional terms of use will be available in conjunction with the respective Services and will become part of the agreement between you and Latourrette Technologies if you use those Services.

Use of our services

You must follow all policies made available to you on the Services. Do not misuse our Services. For example, do not interfere with our Services or attempt to access them using methods other than the interface and instructions we provide. You may use our Services only as permitted by law, including applicable export and re-export control laws and regulations. We may suspend or stop providing the Services to you if you fail to comply with our terms or policies of use or if we are investigating possible misconduct.

Your use of our Services does not grant you any intellectual property rights in our Services or the content you access. You may not use content from our Services except with permission from the respective owner or as permitted by law. These terms of use do not grant you the right to use any of the trademarks or logos used in our Services. You must not remove, obscure or alter any legal notice displayed on or in conjunction with our Services.

Our Services contain some content that does not belong to Latourrette Technologies. These contents are the sole responsibility of the entity that makes them available. We may evaluate content to determine whether it is illegal or violates our policies, and we may remove or refuse to display content that we reasonably believe violates our policies or the law. However, this does not necessarily mean that we evaluate the content, so you should not assume that we do.

We may send you service announcements, administrative messages, and other information relating to your use of the Services. You may opt out of receiving some of these communications.

Some of our Services are available on mobile devices. Do not use these Services in a manner that distracts you from obeying traffic or safety laws.

Your Intelligent Document Management account for SMEs and Bizdocs Digital Archive 

To use some of our Services you must have a Bizdocs Digital Archive account.

Intelligent Document Management for SMEs and the Bizdocs Digital Archive are quite versatile and were designed to adapt to the different needs of a Micro and SME and an accounting office. Subscription to Intelligent Document Management for SMEs and the Bizdocs Digital Archive is done using an activation code provided by Bizdocs or a Bizdocs partner. To protect your account, please keep your password confidential. You are responsible for all activity that occurs on or through your account. Try not to reuse your account password on third-party applications. If you become aware of any unauthorized use of your password or account, please contact us immediately.

General Definitions

The accounting firm and its SME clients are end users of the Bizdocs Digital Archive. Accounting firms subscribe to Bizdocs Digital Archive services for their firm and their clients. The accounting firm can create user accounts for itself and for its client companies to which it provides accounting services.

A Micro or SME is an end user of Intelligent Document Management for SMEs

Bizdocs Digital File Subscription – For Accounting Firms and SMEs associated with them

With the Bizdocs Digital Archive service, the accounting office no longer depends on a physical office. This makes it easier to find the documents and you can be sure that you received them. Make the organization, classification and archiving process easier by making them available in real time. Being able to provide your clients with access, at any time, to accounting documentation – which, otherwise, they would not have access to during the entire time they were in the office.

The basic service subscription has the following features:

  • An account from the accounting office
    • Users and Accounts:
      • 1 Accountant user – administrator profile
      • 1 Accountant user – user profile
      • It is possible to add more users to the accounting office with an additional subscription
    • Storage: 
      • Document inbox (accountant) – 1GB, this storage space is applicable to all documents scanned by the accountant and awaiting confirmation to be sent for accounting. After the document has been counted, the space for this document in the Inbox will be returned.
      • Document Management Archive – 1GB per company, for other types of documents not fiscally relevant to the accounting office and for sharing documents with clients. It is possible to add space to this file through additional subscriptions (20GB or 40GB).
      • Files can be uploaded in pdf, png, jpg and zip format (files in these formats). The maximum size of each file is 10Mb. You can increase the maximum size and add additional space to your Inbox with an additional subscription. Contact us to learn more.
  • An SME account (client) of the accounting office
    • Users and Accounts: 
        •  1 user with administrator profile
        • Additional SME accounts and users can be added with additional subscriptions.
    • Storage
      • Unlimited archiving for tax-relevant documents within the scope of good professional activity practices and under DL28/2019, applicable under the following conditions:
        • Tax-relevant documents with associated accounting entry and excluding any attachments to the tax-relevant document that is actually being accounted for.
        •  All documents from the fiscal year and following years, relating to the start date of the digital archive subscription. The historical archive of documents, i.e. prior to the fiscal year relating to the start of the subscription, can be contracted through a specific proposal.
 


Supported tax-relevant document types:

  • “FT” – Tax Invoice, issued under article 36 of the VAT Code
  • “FS” – Simplified tax invoice, issued under article 40 of the VAT Code
  • “FR” – Invoice-receipt
  • “FI” – Invoice issued abroad
  • “ND” – Debit note
  • “RC” – Receipt issued under the Cash VAT regime (including those relating to advances under that regime)
  • “RG” – Other receipts issued
  • “RP” – Prize or prize receipt
  • “RE” – Refund or refund receipt
  • Electronic green receipts

Other types of tax-relevant documents, e.g. “Bank documents”, are considered supported, but must only present the relevant pages within the scope of good practices.

The processing of other types of documents can be contracted upon specific proposal.

It is considered that 1 digital document consists of only 1 type of fiscally relevant document.

• Document inbox (company) – 1GB, this storage space is applicable to all documents scanned by the accountant and awaiting confirmation for sending for accounting. After the document has been counted, the space for this document in the Inbox will be returned.
• Files can be uploaded in pdf, png, jpg and zip format (files in these formats). The maximum size of each file is 10Mb. Additional space can be added to your Inbox with an additional subscription. Contact us to learn more.

Subscription Smart Document Management for SMEs

With the Bizdocs Intelligent Document Management service for SMEs, the company is no longer dependent on a physical office. This makes it easier to find the documents and you can be sure that you received them. Make the organization, classification and archiving process easier by making them available in real time. Being able to provide your employees, customers and suppliers with access, at any time, to company documentation – which, otherwise, they would not have access to during the entire time they were at the company.

The basic service subscription has the following features:

  • An SME account
    • Users and Accounts:
      • 1 SME user – administrator profile
      • 1 SME user – user profile
      • 1 Mobile user/upload/query
      • 1 Accountant user – accountant profile
      • It is possible to add more users to the company with an additional subscription
  • Storage:
    • 10 GB, for all types of fiscally and non-fiscally relevant company documents. It is possible to add space to this file by purchasing additional subscriptions.
    • Files can be uploaded in pdf, png, jpg and zip format (files in these formats). The maximum size of each file is 10Mb. Additional space can be added to your Inbox with an additional subscription. Contact us to learn more.
     

Additional subscription to the Automatic Entries Package (metadata extraction) – prior basic subscription to Intelligent Document Management for SMEs or the Bizdocs Digital Archive is mandatory

There are companies that want to have their accounting or other business information organized on a daily basis to support business decisions. Up-to-date information is a key factor in the management of companies, which have their management and accounting cycles defined at the beginning of each month. Automatic entries meet this need, enabling the capture of information from scanned documents or PDFs, thus enabling the automatic and immediate entry of these documents – similar to automatic entries from SAFT-Sales or e-Invoice.

In the Digital Archive Subscription:

  • 1 automatic entry is considered per document (PDF), as this is a type of document that is fiscally relevant.
  • The subscription to each package is valid for 1 year, after which the subscription expires and will be deactivated.
  • It is considered that a document has an average of 1.5 pages. As such, a package of 50 documents will have a maximum of 75 pages. If the 75 pages are exceeded, even if there are fewer than 50 documents, a new package will have to be purchased. Attachments to tax-relevant documents will be counted as new documents and the respective number of additional pages.
  • Article lines are not extracted. Line extraction may be contracted upon specific proposal.
 

In the Intelligent Document Management Subscription for SMEs:

  • 1 automatic entry per document (PDF) is considered, as this is a type of tax-relevant document.
  • The subscription for each package is valid for 1 year, after which the subscription expires and will be deactivated.
  • It is considered that a document has an average of 1.5 pages. As such, a package of 50 documents will have a maximum of 75 pages. Once the 75 pages are exceeded, with fewer than 50 documents, a new package will need to be purchased. Annexes to tax-relevant documents will be counted as new documents and the respective number of additional pages.
  • Article lines are not extracted. Line extraction may be contracted upon specific proposal.
 
The following service levels apply in relation to processing time, for Portuguese and intra-community documents:
 
  • During the first three months on average 2 working days
  • After the third month on average 1 working day
 
For extra-community documents, service levels may be contracted upon specific proposal.
 

Other Service Features

  • The Bizdocs Digital Archive guarantees up to 80% of documents or metadata recognized, provided that the documents meet acceptable quality standards. The best available technology is used to capture information from documents, through an optical reading process of the characters in the document (OCR).
 
  • The brain of our solution consists of the application of artificial intelligence algorithms capable of capturing the determining information from accounting documents. This is a machine learning process, which may take up to 3 months for the system to achieve up to 80% of the documents/metadata recognized for each new client (SME) activated in the solution. It is considered that during the first three months the system guarantees at least 50% success and after the third month at least 80% success. Applicable for a minimum of 1000 documents processed by the system.
 

  • This element is crucial to enable the automatic launch and association of the document. For various reasons, such as the poor quality of the document, it may not be possible for our algorithms to perform full recognition of the document, which will prevent partial or total extraction of the relevant metadata. In these cases, the user will have to carry out manual intervention to complete the process. Higher levels of OCR and metadata extraction can be contracted upon specific proposal.

Subscription Policy

Sign up and start using Intelligent Document Management for SMBs and Bizdocs Digital Archive today. By subscribing to Intelligent Document Management for SMEs or the Bizdocs Digital Archive, you agree to start your subscription immediately and acknowledge that you waive the right to free resolution and that you cannot receive a refund after accessing the solution. The first monthly fee must be paid in the month of subscription.

Cancellation Policy

Cancellation Policy

You may stop using the Services and cancel your subscription at any time, although we will be sorry to see you go. Your cancellation will take effect at the end of your billing period. There are no refunds or credits for partial months or years. All subscription cancellation requests should be made to our support team by email at support@bizdocs.mobi. 

What happens after I cancel my subscription? 

Once your subscription is canceled, your services will be deactivated. Latourrette Technologies waits up to 90 days before permanently deleting your data, in case you need to access it to make a backup or change your mind. During this period, your access will be limited to viewing and downloading documents, and you will not be able to upload new documents. We do not charge you for data retention during this period. Latourrette Technologies offers services for the bulk export of your documents upon specific commercial proposal, please contact us by email at support@bizdocs.mobi.

Blocking Policy

Latourrette Technologies refers to the right to block access to Intelligent Document Management and the Digital Archive for all users (accountants and companies), in the following cases:

  • To ensure the security of the service or access channel;
  • When the service is used fraudulently, abusively or contrary to its specific intended purpose – legal archiving of tax-relevant documents;
  • When it is necessary to carry out maintenance or repair operations of the service
  • When there is default in payment by the end user (accountant).
  • In case of account blocking, please contact our Support team so we can help you, via email support@bizdocs.mobi.

Privacy and Copyright Protection

The Privacy Policies of Intelligent Document Management for SMEs and Bizdocs Digital Archive explain how we treat your personal data and protect your privacy when you use our Services. In accordance with the process set forth in the U.S. Digital Millennium Copyright Act, we respond to notices of alleged copyright/copyright infringement and terminate the accounts of repeat infringers. We provide information to help copyright/copyright holders manage their intellectual property online. If you think someone is violating your copyright/copyright and want to notify us, you can do so at emailsupport@bizdocs.mobi. 

Your Content on our Services

Some of our Services allow you to upload, post, store, send or receive content. The user retains ownership of all intellectual property rights he/she holds over said content. In short, what belongs to you will continue to belong to you. When you upload, submit, store, send or receive content to or through our Services, you are granting Latourrette Technologies (and those we work with) a worldwide license to use, host, store, reproduce, modify, create derivative works ( such as those resulting from translations, adaptations or other changes we make so that the content works better with our Services), communicate, publish, publicly perform and display, as well as distribute such content. The rights you grant under this license will be used only to operate, promote, and improve our Services, as well as to develop new services. This license remains in effect even if you stop using our Services. 

Some Services may provide you with ways to access and remove content that you have provided to that Service. Additionally, in some of our Services, there are terms and definitions that restrict the scope of our use of content submitted to those Services. Please ensure that you have the necessary rights to any content you submit to our Services. Our automated systems analyze your content (including emails) to provide relevant product functionality, such as personalized search results, spam and malware detection. This analysis occurs when content is sent, received, and when it is stored.

If you have a Bizdocs Account, we may display your name and Profile photo, as well as actions taken in Bizdocs or third-party applications associated with your Bizdocs Account, in our Services. We will respect your choices to limit the sharing or visibility settings of your Bizdocs Account. You can find more information about how Bizdocs uses and stores content in the privacy policy or additional terms of use for certain Services. If you submit comments or suggestions about our Services, we may use them without incurring any obligation to you.

About the software in our services

When a Service requires or includes downloadable software, that software may be automatically updated on your device as soon as a new version or functionality becomes available. Some Services may allow you to adjust your automatic update settings.

Latourrette Technologies grants you a worldwide, non-transferable, non-exclusive, royalty-free license to use the software provided to you by Latourrette Technologies as part of the Services. This license is for the sole purpose of enabling you to use and enjoy the benefits of the Services as provided by Latourrette Technologies, in the manner permitted by these Terms of Use. You may not copy, modify, distribute, sell, or lease any part of our Services or the software included therein, nor may you reverse engineer or attempt to extract the source code of the software, unless such restrictions are prohibited by law or you have our written consent.

Open source software is important to us. Some software used in our Services may be made available under an open source license. There may be provisions in the open source license that expressly override some of these terms.

Regarding Mobile applications and browsers, Intelligent Document Management for SMEs and the Bizdocs Digital Archive guarantee their operation in the versions supported by software suppliers (namely, Apple and Google).
 
  • Browsers: Chrome on Android and Safari on IOS, latest versions and two previous ones.
  • Mobile Apps: Supported operating systems: Operating system versions for Apple phones: iOS NATIVE. We do not support jailbroken phones, interface customizations or different launchers. 
Android phone versions: Android Stock (NATIVE). Custom interfaces or launchers like Xiaomi’s MIU or customizations from other manufacturers, Samsung, Huawei, etc… are excluded…
  • Supported operating system versions: Latest version and two previous versions.
  • Providing support for new releases of operating systems: Commitment to adapt our SW to new supported versions within a period of 90 days.
  • Intelligent Document Management for SMEs and Bizdocs Digital Archive can run on older versions of the software, but are not actively tested and bugs that may arise in these versions are not fixed.

Warranties and Exclusion of Liability

We provide our Services with a commercially reasonable level of skill and care and we hope that you will be pleased when using them. However, there are certain things we do not promise regarding our Services. Unless expressly set forth in these Terms of Use or additional Terms of Use, neither Latourrette Technologies nor its suppliers or distributors make any specific promises about the Services. For example, we make no representations about the content of the Services, the specific function of the Services, their reliability, availability or ability to meet your needs. We provide the Services “as is.”

Some jurisdictions require certain warranties, such as the implied warranty of merchantability, fitness for a particular purpose, and non-infringement. To the extent permitted by law, we exclude all warranties.

The scanning and electronic archiving operations must be carried out by the Client with the technical rigor necessary to obtain and reproduce perfect, legible and intelligible images of the original documents, without loss of resolution and information, in order to guarantee their consultation and reproduction on paper. or other electronic means. Latourrette Technologies is not responsible for the original quality of the document submitted by the Customer.

Responsibility for our Services

Where permitted by law, Latourrette Technologies and Latourrette Technologies’ suppliers and distributors are not liable for lost profits, revenues or data, financial losses or indirect, special, consequential, exemplary or punitive damages. To the extent permitted by law, the total liability of Latourrette Technologies and its suppliers and distributors for any claims under these terms of use, including any implied warranties, is limited to the amount you have paid to use the Services in the last 30 days.

In all cases, Latourrette Technologies and its suppliers and distributors will not be liable for any loss or damage that is not reasonably foreseeable. We recognize that in some countries you may have legal rights as a consumer. If you are using the Services for personal purposes, nothing in these terms of use or in the additional terms of use limits any statutory rights as a consumer that cannot be waived by contract.

We are constantly changing and improving our Services. We may add or remove functionality or features, as well as suspend or discontinue a Service entirely. Latourrette Technologies may also stop providing the Services to you or add or create new limits to the Services at any time.

Use of our Services by Companies

If our Services are being used by or on behalf of a business, that business will need to accept these terms of use. You agree to hold harmless and indemnify Latourrette Technologies and its subsidiaries, representatives, agents and employees from any claims, suits or actions arising out of or related to your use of the Services or your violation of these terms of use, including any liabilities or expenses resulting from claims , losses, damages, lawsuits, legal actions, costs and attorney fees.
 

About these Terms of Use

We may modify these terms of use or any additional terms of use that apply to a Service to, for example, reflect changes in the law or our Services. The user must consult the terms of use regularly. Notices of modifications to these terms of use will be posted on this page. Notices regarding modifications to additional terms of use will be posted on the applicable Services. The changes will not be applied retroactively and will not come into effect for a period of less than fourteen days after their publication. However, changes relating to new features of a Service or changes made for legal reasons will be effective immediately. If you do not accept the modified terms of use of a Service, you must stop using it.

In the event of a conflict between these terms of use and the additional terms of use, the latter shall prevail over the former. These terms of use control the relationship between Latourrette Technologies and you and do not create any rights for any third party.

If the user fails to comply with these terms of use and Latourrette Technologies does not take action immediately, this does not imply any waiver on the part of Latourrette Technologies of any rights it may have (such as, for example, taking action in the future).
If it is concluded that a particular term of use is not viable, this will not affect the other terms.

Applicable Law and Jurisdiction

For consumers living in the European Economic Area or Switzerland: In the event of a dispute arising out of or in connection with these terms, the law and jurisdiction of the respective country of residence shall apply. Disputes may be submitted for resolution online on the European Commission’s Online Dispute Resolution platform, but Latourrette Technologies is not committed or obliged to resolve disputes before an alternative dispute resolution body.

For business users in the European Economic Area or Switzerland: These terms are governed by Portuguese law and you and Latourrette Technologies submit to the exclusive jurisdiction of the Portuguese courts in relation to any dispute arising out of or in connection with these terms. Notwithstanding this, Latourrette Technologies may still seek injunctive relief (or an equivalent type of urgent legal relief) in any jurisdiction.

Last updated: May 2025