Combinely
Combinely is a collaborative tool that helps teams manage projects and workflows efficiently. It allows users to organize tasks, share updates, and streamline communication.
Combinely is an AI-powered coworker designed specifically for accounting and tax teams, automating end-to-end workflows to cut inbox time in half and save 1-2 non-billable hours per employee daily, enabling firms to scale client loads without proportional headcount growth.[1][2][4] Key features include proactive handling of client queries by drafting accurate replies, generating first-pass deliverables like tax summaries, reviewing documents for errors, and building live client profiles that learn from past interactions to personalize responses and capture unique needs, history, and quirks.[1][3][4]
It targets mid-to-large accounting firms, particularly tech-forward ones navigating busy seasons, where accountants spend 30-40% of their day in email chasing documents and context, reducing burnout and errors while amplifying focus on judgment, relationships, and strategy.[2][4][5] What sets Combinely apart is its proactive, teammate-like behavior—acting instantly on incoming emails without prompts—built by ex-Deloitte and Google experts, backed by Y Combinator, and tailored deeply for accounting with plans to expand into investment banking and consulting.[1][2][4]
ToS permits collection and use of 'anonymized or de-identified' Usage Data for service improvement and other business pu
No training opt-out mechanism was identified in the legal documents.
Moderate risk. Suitable for internal data but avoid confidential information.
ToS permits collection and use of 'anonymized or de-identified' Usage Data for service improvement and other business purposes, but does not explicitly state whether raw customer data trains AI models. Language is vague on whether aggregated data derived from Customer Data feeds model training.
“[ToS] 'Combinely shall have the right where permitted by law to collect, aggregate and analyze anonymized or de-identified data...to analyze, support, develop, operate and improve the Services'”
Customer retains IP ownership of Customer Data, but grants Combinely a broad license to 'access, use, copy, reproduce, Process, adapt, distribute, publish, transmit, export and display' the data as 'reasonably necessary' for service provision and support. License scope is somewhat broad but limited to service-related purposes.
“[ToS] 'Customer grants to Combinely...a worldwide, non-sublicensable, non-transferrable...limited license to access, use, copy, reproduce, Process, adapt, distribute, publish, transmit, export and display the Customer Data as reasonably necessary'”
ToS acknowledges that third-party service providers may access Customer Data for interoperation and support, but does not provide a detailed sub-processor list or explicit DPA requirements. Customer is responsible for reviewing third-party terms, but Combinely's own sharing practices are not fully transparent.
“[ToS] 'providers of such Third Party Services may have access to Customer Data in connection with the interoperation and support of such Third Party Service with the Services'”
ToS specifies that Customer Data is available for 30 days post-termination, after which deletion occurs 'in accordance with Combinely's Privacy Policy.' However, the actual retention periods and deletion timelines are deferred to the Privacy Policy, which is not provided for full analysis.
“[ToS] 'Combinely will make all Customer Data available to Customer for electronic retrieval for thirty (30) days after termination. After such thirty (30) days, Combinely shall delete Customer Data in accordance with Combinely's Privacy Policy.'”
ToS explicitly states that Customer owns all intellectual property rights in Customer Data. Combinely claims no ownership of outputs and grants only a limited, non-exclusive license for service delivery purposes. This is enterprise-friendly.
“[ToS] 'As between Customer and Combinely, Customer shall own all intellectual property rights in and to the Customer Data.'”
ToS does not mention any compliance certifications (SOC 2, ISO 27001, GDPR, HIPAA) or reference a security/trust page. No Data Processing Agreement is referenced or provided. Compliance posture is not documented.
“Not found in documents”
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