Certified Partner Agreement
Last updated: May 7, 2026
See prior version here
This Certified Partner Agreement (this "Agreement") is entered into between Company and Partner (each, as defined below). By registering for and participating in the partner program, Partner acknowledges and agrees that it has read, understands, and agrees to be bound by this Agreement. Partner represents that it has the authority to enter into the Agreement and is an authorized representative of a business entity authorized to conduct business by the Territory (defined below) in which it operates.
RECITALS
WHEREAS, Company provides small business management software and related products and service offerings; and
WHEREAS, Company and Partner desire that Partner promote, market and resell, on a nonexclusive basis, Subscriptions for the Company Services and perform the services described herein, subject to the terms and conditions set forth in this Agreement.
NOW THEREFORE, intending to be legally bound, the parties agree as follows:
- DEFINITIONS
- "Affiliate" shall mean any entity directly or indirectly controlling, controlled by or under common control with such party. For purposes of this definition, the term "control" means the possession, directly or indirectly, of the power to direct or cause the direction of the management and policies of an entity, whether through the ownership of voting securities, by trust, management agreement, contract or otherwise.
- "Certification" shall have the meaning set forth in Section 2.1.
- "Commission" means the upfront sales incentives and/or recurring commissions Partner earns for each Customer Transaction in a given month, pursuant to this Agreement.
- "Company" means:
- Thryv Canada Holdings, LLC if Partner resides or has its principal place of business in Canada.
- Thryv, Inc. if Partner resides or has its principal place of business in any jurisdiction other than Canada.
- "Company Brand Guidelines" means those guidelines found at https://sites.google.com/keap.com/brand-guide-for-keap-partners/home, and/or such other URL as Company may designate from time to time.
- "Company Services" means small business management products and services, including Subscriptions, that are offered for subscription and are made accessible by Company via https://www.thryv.com, https://www.thryv.ca (for use in Canada), https://www.thryv.com.au/ (for use in Australia), https://signin.infusionsoft.com/login, or another designated URL.
- "Company Trademarks" means name, logos, trademarks of Company used in connection with the Company Services, and such other trademarks as Company may, from time to time, authorize Partner in writing.
- "Customer" means an end user customer that (i) purchases Subscription(s) for the Company Services resulting from referrals made by Partner to Company, or (ii) are resold Subscription(s) for the Company Services by Partner, in accordance with the terms of this Agreement.
- "Customer Agreement" shall have the meaning set forth in Section 5.2.
- "Customer Data" means any materials, data and information provided to a party by or on behalf of Customer or an end user of Customer of the Company Services, and including any data otherwise captured or generated thereby.
- "Customer Transaction" means each Customer purchase or renewal of a Subscription for Company Services which is eligible for Commission pursuant to this Agreement.
- "Direct Purchase" shall have the meaning set forth in Section 2.2(a).
- "End User Agreement" means Company's end user subscription agreement for the Subscription for Company Services, as amended by Company from time to time, the current version of which is available at https://www.thryv.com/terms/.
- "Forfeited Transaction" shall have the meaning set forth in Section 6.5(c).
- "Intellectual Property Rights" means any and all now known or hereafter existing (a) rights associated with works of authorship throughout the universe, including exclusive exploitation rights, copyrights, moral rights, and mask works; (b) trademark and trade name rights; (c) trade secret rights; (d) patents, designs, algorithms, and other industrial property rights; (e) other intellectual property and proprietary rights of every kind and nature throughout the universe, whether arising by operation of law, by contract or license, or otherwise; and (f) all registrations, applications, renewals, extensions, combinations, divisions, or reissues of the foregoing.
- "Marketing Guidelines" shall have the meaning set forth in Section 7.3.
- "Materials" shall have the meaning set forth in Section 4.1.
- "Order" shall mean Partner's or the Customer's initial purchase of Company Services and any subsequent purchases or upgrades of Company Services which may be purchased pursuant to this Agreement.
- "Partner" means the party entering into this Agreement by registering for and participating in the partner program.
- "Partner Content" means content, materials, configurations, templates, or customizations provided or made available by Partner for use within the Company Services, including but not limited to Partner-developed workflows, user interface modifications, training materials, or other deliverables intended to be used within or in support of the Company Services.
- "Partner Portal" shall have the meaning set forth in Section 4.1.
- "Partner Price List" means Company's price list for Subscriptions to access and use the Company Services set forth in the Partner Portal and/or applicable Program Guide.
- "Partner Tool" means any third-party tool used by Company for the purpose of tracking and managing Partner's participation in and receipt of payments related to this Agreement (e.g., PartnerStack).
- "Portal User" shall have the meaning set forth in Section 4.1.
- "Program Guide" means the guide for the applicable partner type accessible via the Partner Portal which includes requirements regarding lead submittal, sales activities, eligibility for Commissions, Commission amounts, and other requirements for Company's partner program, all of which may be updated by Company from time to time and will be effective upon Company posting such updates to the Partner Portal.
- "Subscription" means the individual functionalities and modules of the Company Services purchased either: (i) by a Customer directly from Company; (ii) by Partner and resold to a Customer, or (iii) by Partner for use on behalf of its end customer.
- "Territory" means the territory(ies) identified in the Program Guide and/or on the Partner Portal, which may vary based on the particular Company Service, and which may be updated by Company from time to time.
- PARTNER APPOINTMENT
- Certification. Partner shall fulfill all certification requirements mandated by Company, including without limitation, requirements relating to technical and sales training, service, demonstration equipment, personnel, and other criteria for specific Subscriptions (each, a "Certification"). The Certification process may be subject to a fee, as set forth in the applicable Program Guide. Company shall determine, in its sole discretion, Partner's eligibility for Certification.
- Partner Appointment.
- Appointment. Subject to the terms and conditions of this Agreement, Company authorizes and appoints Partner, on a non-exclusive basis, to: (i) market and promote the Company Services on a standalone basis to generate referrals to Company; (ii) market, promote and resell the Company Services on a standalone basis, and (iii) purchase Company Services for Partner's use on behalf of Partner's end customers ("Direct Purchase").
- Restrictions. Except as expressly permitted in or as required to effectuate this Agreement, Partner's rights and obligations under this Agreement are non-sublicensable and non-transferable. Partner shall not resell Subscriptions to any person or entity located outside, or for use outside, the Territory, unless Company has agreed in writing to such resale on a case-by-case basis. Partner shall not actively advertise or promote the Company Services outside the Territory, without Company's prior written consent. Any inquiries from persons or entities outside the Territory shall be referred by Partner to Company.
- Reservation of Rights. All rights not expressly granted to Partner under this Agreement are reserved by Company. Partner shall not use, copy, market, distribute, sublicense, or otherwise transfer any Company Services for any purpose or in any manner other than in connection with the exercise of its rights and performance of its obligations pursuant to this Agreement. Nothing in this Agreement shall limit or restrict Company from distributing any Company Services to any customers or prospective customers itself, or by appointing other representatives or distributors therefor. Partner is prohibited from reselling any Company Services to any person or entity that Partner knows is, or should reasonably suspect to be, a competitor (or an agent of a competitor) of Company.
- ORDERING
- Purchase and Sale.
- Referral. For Partner's referral of Customers to Company for standalone Subscriptions, Partner shall provide Customer with a Company-provided link to purchase such Subscription(s) directly from Company.
- Resale. For Partner's resale of Company Services, Partner agrees to purchase Subscriptions directly from Company, and Company shall make available Subscriptions and Company Services to Partner at the prices set forth in the Partner Portal or applicable Program Guide, for resale of the Company Services to Customers in the Territory and subject to the terms of this Agreement.
- Direct Purchases. For Direct Purchases, Partner agrees to purchase Subscriptions directly from Company, and Company shall make available Subscriptions and Company Services to Partner at the prices set forth in the Partner Portal or applicable Program Guide, provided such use is restricted to the Territory and is subject to the terms of this Agreement and the End User Agreement.
- Clarifications. Nothing in this Agreement shall be construed to mean a "sale" of the Intellectual Property Rights in or to any Company Services other than a sale of a subscription license to access and use such Company Services as specifically described in this Agreement.
- Order Cancellation or Changes. Company reserves the right to cancel any Order placed by Partner, or to refuse or delay delivery thereof, if Partner (a) fails to make any payment as provided in this Agreement and fails to cure such non-payment as set forth in Section 6.3, or (b) otherwise fails to comply with the material terms and conditions of this Agreement or the End User Agreement, as applicable, and fails to cure such non-compliance within thirty (30) days of Company's written notice thereof. No such cancellation, refusal or delay will be deemed a termination (unless Company so advises Partner) or breach of this Agreement by Company.
- Purchase and Sale.
- PARTNER PORTAL
- Access and License. Partner may receive access to the Company "Partner Portal," which is not generally available to the public. Partner may receive access to information, materials, functionality, and tools, including, but not limited to, Marketing Guidelines, pertaining to Company and Company Services (collectively, the "Materials"). Subject to Partner's compliance with this Agreement, and solely for the Term, Company grants Partner: (i) access to the Partner Portal; and (ii) a limited, revocable, non-exclusive, nontransferable, non-sublicensable license to access and use the Materials, solely in accordance with this Agreement. Each employee, agent, contractor, or other person who represents Partner or acts on its behalf shall be considered a "Portal User." For the avoidance of doubt, Portal Users are required to accept this Agreement in order to access the Partner Portal or Materials on Partner's behalf.
- Accuracy and Maintenance of Information. It is Partner's responsibility to provide and maintain accurate and complete account information. Partner acknowledges that Company bears no responsibility for, and shall have no liability for, any losses incurred as a result of any of Partner's inaccurate, incomplete, or untimely information.
- Unauthorized Access and Account Security. Partner shall take reasonable steps to prevent unauthorized access to the Partner Portal, including without limitation, keeping all Portal User credentials strictly confidential and preventing unauthorized sharing. Partner shall promptly notify Company of any known or suspected unauthorized use of Partner's account, the Partner Portal or breach of its security and shall use commercially reasonable efforts to stop said breach.
- Responsibility for Portal Users. Partner is responsible for the use of the Partner Portal and any activity under Partner's account by Partner and any Portal User that Partner authorizes or invites to use the Partner Portal on its behalf or under its supervision, management or control regardless of whether the actions were authorized or unauthorized. Partner must notify its Portal Users that their use of the Partner Portal is subject to this Agreement and relevant policies.
- Acceptable Use. Partner is responsible for the acceptable use of the Partner Portal and Materials and any unlawful or harmful activities are expressly prohibited. Partner agrees that, while using the Partner Portal, it shall not, and shall not allow others to:
- sell, distribute, rent, lease, lend, market, license, sublicense, transfer, commercialize, or otherwise provide unauthorized access to the Partner Portal or Materials;
- attempt to decompile, disassemble, reverse-engineer, hack, modify, adapt, tamper with, disable, interfere with, disrupt, translate, create derivative works, create or recreate the source code for any part of the Partner Portal or Materials;
- modify, remove, erase, obscure, tamper with or fail to preserve any copyright or product identification, trademark, trade name, or proprietary rights notices;
- attempt to gain unauthorized access to the Partner Portal or Materials, or bypass or breach any security device or protection used by the Partner Portal or Materials;
- input, upload, transmit or otherwise provide any information or materials that are unlawful or injurious, or contain, transmit or activate any malicious, disruptive, or harmful code;
- make available any material or content that is unlawful, harmful, threatening, abusive, tortious, defamatory, libelous, deceptive, fraudulent, or that promotes racism, bigotry, hatred or physical harm of any kind;
- damage, destroy, disrupt, disable, impair, alter or interfere with or otherwise impede or harm in any manner the Partner Portal, Materials or Company's provision of the Partner Portal to any third party;
- access or use the Partner Portal or Materials in any manner that infringes, misappropriates or otherwise violates any intellectual property right or other right of any third party;
- access or use the Partner Portal or Materials for purposes of competitive analysis or the development of a competing software service or product; or
- otherwise access or use the Partner Portal or Materials beyond the scope of the licenses or authorizations granted under this Section.
- END USER AGREEMENT; CUSTOMER AGREEMENT
- For Referral of Company Services. To the extent Partner is marketing and promoting Subscriptions for Company Services on a standalone basis pursuant to Section 2.2(a)(i) above, Partner shall provide Customer with a link to purchase such Subscription(s) directly from Company, and Company will present Customer with the End User Agreement. Company will maintain and manage the terms of the End User Agreement with Customer, including without limitation, support, and the collection of fees. Partner's sole authority shall be to refer Customers to Company in accordance with the terms of this Agreement.
- For Resales. To the extent Partner is reselling the Company Services pursuant to Section 2.2(a)(ii) above, each resale shall be accompanied by an end user license agreement (or comparable agreement) that contains terms that are no less protective of Company than the terms set forth in the End User Agreement (such agreement, the "Customer Agreement"). For the avoidance of doubt, Partner shall not make any representations or warranties regarding the Company Services nor create any obligations or liabilities for Company related thereto.
- For Direct Purchases. For Direct Purchases pursuant to Section 2.2(a)(iii) above, Partner acknowledges and agrees that its use of the Company Services are subject to the End User Agreement, provided that notwithstanding any language to the contrary in such End User Agreement, Partner is authorized to use the Company Service on behalf of its end customers, subject to the remaining terms and conditions of this Agreement.
- Enforcement. As between Company and Partner, Partner is responsible for any breach of the Customer Agreement by Customers in connection with their use of the Company Services as part of Partner's resale of the Company Services, and Partner will promptly notify Company if Partner becomes aware of any such prohibited activities. Partner agrees to use reasonable efforts to diligently enforce the terms of each Customer Agreement.
- PARTNER PRICE AND FEES, PAYMENT, EXPENSES AND COMMISSIONS
- Partner Prices and Fees. Partner shall pay Company the fees that may apply to Partner's participation in the program and the price or fees as set forth in the Partner Price List for each Subscription for the Company Services that (i) are resold by Partner, or (ii) Partner purchases via a Direct purchase, or as otherwise agreed in writing by the parties. From time to time, upon prior notice to Partner, Company may, in its sole discretion, amend and/or change the Partner Price List by posting such amendment and/or change to the Partner Portal, provided that such amendments and/or changes are applied to all of Company's partners similarly situated to Partner.
- Taxes. The price or fees set forth in the Partner Price List does not include local, state, federal, foreign or other taxes in the Territory including sales, use, value-added, excise, customs, export, import, withholding or similar duties, tariffs, or charges, and any related penalties and interest (collectively, "Taxes"). Partner shall (a) assume and pay, or cause to be paid, any and all such Taxes excluding taxes based on Company's income, or (b) provide Company with a Tax-exempt certificate acceptable to the appropriate taxing authorities.
- Payment and Recurring Auto Pay. Unless otherwise agreed to between the parties, the fees and taxes described in Sections 6.1 and 6.2 for the full length of the Subscription term are payable in advance (except certification fees, which are payable annually) via credit card in U.S. dollars. BY PROVIDING A CREDIT CARD, PARTNER AUTHORIZES COMPANY TO CHARGE THE CARD AUTOMATICALLY AT THE START OF EACH BILLING PERIOD FOR THE AMOUNT OF PARTNER'S RECURRING CHARGES FOR FEES, PLUS APPLICABLE TAXES, UNTIL PARTNER NOTIFIES COMPANY TO CANCEL AUTOMATICALLY RECURRING PAYMENTS. It is Partner's responsibility to keep the payment method information current. Partner agrees to pay all charges in full by the billing due date. Partner may not withhold any payment for any reason. Company may apply or offset payments from Partner, or monies owed to Partner, toward amounts owed to Company under the Agreement.
- Expenses. To the extent Partner incurs any mutually agreed expenses in the performance of its obligations hereunder, Company will reimburse Partner for actual and reasonable expenses incurred by Partner's personnel, provided that such expenses are pre-approved in writing by Company and are in accordance with Company's expense policy attached hereto as Exhibit A.
- Commissions.
- Eligibility. Subject to Partner's continued eligibility and the exceptions set forth below, Partner may be eligible to receive certain Commissions earned during the Term as set forth in the applicable Program Guide and/or the Partner Portal. In order to earn Commissions under this Agreement, Partner must (i) have agreed to, and continue to be in compliance with, the terms of this Agreement, including without limitation, maintaining the required Certification.
- Exceptions. No Commission will be paid if Company determines in its sole and reasonable discretion that:
- The Customer is currently, or was within the past twelve (12) months, a Company Services customer as of the time Customer's initial Order was processed;
- Partner is not in compliance with the terms of this Agreement or is ineligible to receive Commissions pursuant to the terms of this Agreement;
- Company fails to receive any payment or portion of payment for the applicable Customer Transaction, in which case the Commission will be reduced proportionally;
- Customer's Subscription to Company Services is canceled and Company is no longer receiving payments for such Subscription;
- Such compensation is disallowed or limited by applicable law; or
- The applicable Customer objects to or prohibits such compensation or excludes such compensation from its payments.
- Forfeited Transactions. Notwithstanding the foregoing, if any of the pre-requisites to earn Commission set forth herein remain uncompleted and outstanding for sixty (60) days after a Commission is first payable to Partner, then Partner's right to receive such Commission and any Commission earned during such sixty (60) day period through the date on which Partner achieves compliance will be forever forfeited (each, a "Forfeited Transaction"). Once Partner complies with all of the requirements of this Section, Partner will be eligible to receive Commissions starting from the date of such compliance.
- Commission Payment. Company will pay Partner earned Commissions within thirty (30) days following the calendar month in which such Commissions were earned; except that for Partners entering into this Agreement through the Partner Tool, Commission payments will be made pursuant to Partner's agreement with the third-party Partner Tool provider.
- Records and Audit. Each party shall maintain true and correct records related to purchases and sales of the Subscriptions for at least one (1) year after the expiration or termination of this Agreement. Company shall be entitled to audit the Partner Sales Records and Partner shall be entitled to audit the Company Sales Records, solely to the extent necessary to verify the other party's compliance with its obligations, upon thirty (30) days prior written notice. Any such audit shall be performed at the expense of the party requesting the audit, during the other party's normal business hours. If an audit reveals underpayment or over-retention of monies by a party, the party owing the other shall, within thirty (30) days after conclusion of the audit, pay the other party such amounts due. Any audit costs for the underpaying party shall not exceed $25,000.
- OTHER DUTIES OF PARTNER
- Partner Pricing. Partner, in its sole discretion, will establish the price it charges for the Company Services it resells to its end customers.
- Marketing; Solicitation of Orders. Partner agrees to use its commercially reasonable efforts to promote and market and solicit orders for Subscriptions to the Company Services in the Territory during the Term. Without limiting the foregoing, Partner agrees to do the following:
- maintain a trained staff of qualified personnel to perform Partner's sales and other obligations hereunder and respond to Customers' questions regarding the functionality, features, and use of Company Services;
- furnish reasonable quantities of technical and sales information concerning Company Services to prospective Customers; and
- if requested by Company and agreed to by Partner, attend tradeshows or other events on behalf of Company to promote Company Services.
- Marketing Guidelines; Branding. As necessary, Company will provide Partner with Company’s marketing and advertising policies, including suggested and unacceptable methods of marketing, or branding the Company Services, sample marketing collateral or assets, materials regarding the Company Services features and performance claims, etc. (the “Marketing Guidelines”). During the Term, Partner may use Company Trademarks to promote the Company Services in accordance with this Agreement, provided Partner follows the usage requirements in this Section and in any Company Brand Guidelines made available to Partner. (i) Partner must: (A) only use the Company Trademarks that Company makes available to Partner, without altering them in any way; (B) only use Company Trademarks in connection with its rights and obligations under this Agreement; and (C) immediately comply if Company requests that Partner discontinue use of any or all Company Trademarks. Company reserves the right to terminate Partner’s use of Company Trademarks at any time. (ii) Partner must not: (A) use the Company Trademarks in a misleading or disparaging way; (B) use the Company Trademarks in a way that implies Company endorses, sponsors or approves of Partner’s services or products, or co-mingle Company Trademarks with Partner’s marks or those of a third-party, without Company’s express permission; (C) use, register or attempt to register any confusingly similar mark or name, including any domain name that contains the Company Trademarks or any confusingly similar verbiage or purchase any keywords that contain the Company Trademarks; or (D) use the Company Trademarks in violation of applicable law or in connection with an obscene, indecent, or unlawful topic or material.
- Support. Partner shall provide "Tier 1" support services to Customers to which Partner has resold the Customer Services, including assistance with installation, implementation, training, answering Customers' questions, problem identification and providing resolution using workarounds delivered by Company for known issues.
- Ethical Business; No Disparagement. Partner will conduct its business in such manner as will reflect favorably on, and will not disparage, Company, the Company Services or any other Company product or service or may otherwise cause a decrease in the goodwill and reputation of any Company Trademark.
- COMPLIANCE WITH LAWS
Each party will at all times comply with all applicable laws and regulations in performing its obligations hereunder. Without limiting the generality of the foregoing:
- Customer Data.
- To the extent Company receives Customer Data by or on behalf of Partner pursuant to Section 2.2(a)(i): Partner represents and warrants that it has obtained all necessary licenses to such Customer Data and that Partner complies with all applicable laws, rules and regulations related to privacy and data security, including obtaining all necessary consents and providing all necessary notices.
- To the extent Company receives Customer Data pursuant to Section 2.2(a)(ii), the parties shall comply with their respective obligations set forth in the Data Processing Addendum attached hereto as Exhibit B.
- To the extent Company receives Customer Data pursuant to Section 2.2(a)(iii), the parties agree that the relevant terms of the End User Agreement shall apply.
- Required Permits. Each party will at its own expense, make, obtain, and maintain in force at all times during the Term, all reports, registrations, licenses, permits, and authorizations required to perform its obligations under this Agreement in the Territory.
- Export Controls. Partner will comply with, and obtain all licenses and approvals required under, all applicable export and import control laws and regulations in its use, marketing, and distribution, of Company Services including regulations of the United States Bureau of Industry and Security and other applicable agencies. Partner acknowledges that Company Services and technical data delivered under this Agreement are subject to U.S. export control laws, including the U.S. Bureau of Export Administration regulations, as may be amended, and Partner hereby agrees to comply with all such laws and regulations. Partner will ensure that the Company Services is not diverted outside the Territory in breach of this Agreement or in a manner that is contrary to the laws and regulations of any country having jurisdiction including the United States. Without limiting the generality of the foregoing, Partner agrees that it does not intend to nor will it, directly or indirectly, engage in any export or re-export (i) to any prohibited destination under U.S. export restrictions, or to any national of any such country, wherever located, (ii) to any entity or individual who Partner knows or has reason to know is engaging in the design, development or production of nuclear, chemical or biological weapons, or missile technology if a license to such entity would be in violation of any law, or (iii) to any entity or individual who has been prohibited from participating in U.S. export transactions by any federal agency of the U.S. Government, including the U.S. Department of Treasury’s Office of Foreign Assets Control and the U.S. Bureau of Industry and Security..
- Anti-Corruption Laws. Partner will comply and remain in compliance with all applicable domestic and foreign anti-bribery and anti-corruption laws, including, without limitation, the U.S. Foreign Corrupt Practices Act, the U.K. Bribery Act 2010, and all other applicable laws in the Territory prohibiting Partner, and, if applicable, its officers, employees, agents and others working on its behalf, from taking actions in furtherance of an offer, payment, promise to pay or authorization of the payment of anything of value, including but not limited to cash, checks, wire transfers, tangible and intangible gifts, favors, services, offers of employment and those entertainment and travel expenses that go beyond what is reasonable and customary and of modest value, to: (i) an executive, official, employee or agent of a governmental department, agency or instrumentality, (ii) a director, officer, employee or agent of a wholly or partially government-owned or -controlled company or business, (iii) a political party or official thereof, or candidate for political office, or (iv) an executive, official, employee or agent of a public international organization (e.g., the International Monetary Fund or the World Bank) (“Government Official”) or any other person; while knowing or having a reasonable belief that all or some portion will be used for the purpose of rewarding or: (1) influencing any act, decision or failure to act by a Government Official in his or her official capacity, (2) inducing a Government Official to use his or her influence with a government or instrumentality to affect any act or decision of such government or entity, (3) inducing any person to use his or her influence to improperly affect any act or decision of their employer, or (4) securing an improper advantage; in order to obtain, retain, or direct business. Without limiting the foregoing, Partner represents and warrants that it will not use any payment or other benefit derived from the other party or this Agreement, or from any Customers to offer, promise or pay any money, gift or any other thing of value to any person for the purpose of influencing official actions or decisions affecting this Agreement.
- Unfair Trade Practices. Partner shall not engage in any deceptive, misleading, illegal, unethical, or unfair trade practice, each as defined and prohibited under applicable law, including (a) false or misleading representations concerning the Company Services; (b) illegal "loss leader," "bait and switch" or other misleading or deceptive advertising; or (c) any unlawful practice desired improperly to control prices.
- Customer Data.
- INDEMNIFICATION
- Partner Indemnity. Partner will, at its own expense, indemnify and hold harmless Company and its Affiliates, and each of their respective directors, employees, and agents (each, a “Company Indemnitee”), from and against any claims, suits, losses, damages, liabilities, costs, and expenses (including reasonable attorneys’ fees) brought by third parties (including any Customer) (collectively, “Claims”) to the extent resulting from: (i) any breach by Partner of its representations, warranties, obligations, duties, or responsibilities set forth in this Agreement; (ii) any actions or omissions on the part of Partner in marketing, reselling or using the Company Services in violation of the terms of this Agreement or the End User Agreement, as applicable; (iii) any misuse of, or unauthorized access to, Customer’s Company Services account by Partner or any of its employees or agents; (iv) any representations, warranties, guarantees, or other written statements made by or on behalf of Partner (including by employees or agents of Partner) relating to any Company Services; or (v) any breach by a Customer of the Customer Agreement, provided, however, that Partner’s indemnification obligations herein shall not extend to any Claims to the extent caused by or arising from Company’s indemnification obligations set forth below.
- Company Indemnity. Solely as related to Partner's resale of the Company Services pursuant to Section 2.2(a)(ii), Company will, at its own expense, indemnify and hold harmless Partner, and its Affiliates, and each of their respective directors, employees, and agents (each, a "Partner Indemnitee"), from and against any Claims to the extent resulting from: (i) any defects in any of the Company Services resold by Partner as authorized hereunder; or (ii) any Claim that the Company Services resold by Partner pursuant to this Agreement and/or the authorized use thereof by Customer infringes upon the intellectual property rights of any third party. THIS SECTION SETS FORTH COMPANY'S SOLE LIABILITY AND THE PARTNER INDEMNITEE'S SOLE AND EXCLUSIVE REMEDY WITH RESPECT TO ANY CLAIM OF INTELLECTUAL PROPERTY INFRINGEMENT.
- Indemnification Procedures. The indemnifying party will defend any and all such Claims and the settlement thereof, at its sole cost and expense. Under no circumstances shall the indemnifying party enter into any settlement that involves an admission of liability, negligence or other culpability of the indemnified party without the indemnified party's prior written consent. The indemnified party may participate and retain counsel at their own expense.
- PROPRIETARY RIGHTS
- Company Services. Company retains all right, title and interest, including without limitation all Intellectual Property Rights, in and to the Company Services, Company Trademarks, and any Customer Data collected by the Company Services for Customers who have entered into the End User Agreement. Company Services are provided under license and are not sold, notwithstanding the use of the words "resale" or "sell" in this Agreement. Neither party grants any implied licenses in this Agreement.
- Partner Content. Partner retains ownership of the Partner Content. Partner hereby grants Company a non-exclusive, worldwide, royalty-free, fully paid, sublicensable, transferable, perpetual, and irrevocable license to use, reproduce, display, perform, modify, distribute, and otherwise exploit the Partner Content as necessary or useful to provide, operate, maintain, improve, and support the Company Services.
- Partner Tool. The Partner Tool belongs to, and is the property of, the applicable third-party tool provider and is protected by intellectual property laws. In order to use the Partner Tool, Partner is required to agree to the applicable Partner Tool terms and conditions. Partner acknowledges and agrees that the Partner Tool is provided by a third party and not Company, and Company has no liability related to Partner's use or the third-party provider's provision of the Partner Tool except as expressly provided herein.
- Feedback. To the extent Partner sends or transmits any communications, comments, questions, suggestions, or related materials to Company, whether by letter, e-mail, telephone, or otherwise, whether originating from Partner or any Customer, suggesting or recommending changes to the Company Services, or any part thereof, including, without limitation, new features or functionality relating thereto (collectively, “Feedback”), Partner hereby grants Company a perpetual, irrevocable, non-exclusive, royalty-free, fully-paid-up, fully-transferable, worldwide license (with rights to sublicense through multiple tiers of sublicensees) under Partner’s Intellectual Property Rights to reproduce, prepare derivative works of, distribute, perform, display, and otherwise fully use, practice and exploit such Feedback for any purpose whatsoever, including but not limited to, developing, manufacturing, having manufactured, licensing, marketing, and selling, directly or indirectly, products and services using such Feedback, provided that such Feedback does not include or reference of any of Partner’s Confidential Information and does not identify, and is not capable of identifying, Partner, or any of its Customers. Partner agrees and understands that Company is not obligated to use, display, reproduce, or distribute any such ideas, know-how, concepts, or techniques contained in the Feedback, and Partner has no right to compel such use, display, reproduction, or distribution.
- Company Trademark License. Subject to the terms and conditions of this Agreement, Company grants to Partner a non-exclusive, non-transferable, revocable, royalty-free license during the Term, without the right to grant sublicenses, to use and reproduce, in compliance with Company’s then-current trademark usage policies and guidelines, the Company Trademarks solely in connection with marketing Company Services in the Territory in accordance with this Agreement. Partner agrees to state on all materials using the Company Trademarks that the Company Trademarks are trademarks of Company, and to include the symbol ™, SM, ®, or other symbol, as specified by Company, as Company grants no rights in the Company Trademarks other than those expressly granted in this Section 8.3. Partner acknowledges Company’s and its licensors exclusive ownership of the Company Trademarks. Partner agrees not to take any action inconsistent with such ownership and to cooperate, at Company’s reasonable request and expense, in any action (including the conduct of legal proceedings), which Company deems necessary or desirable to establish or preserve Company’s or its licensors’ exclusive rights in and to the Company Trademarks. Partner will not adopt, use, or attempt to register any trademarks or trade names that are confusingly similar to the Company Trademarks or in such a way as to create combination marks with the Company Trademarks which creates a single or unitary mark. Company reserves the right to require Partner to, and Partner agrees to, correct any materials, or cease the distribution of any material that incorrectly represents any Company Services.
- CONFIDENTIALITY
- Confidential Information. Each party (the “Disclosing Party”) may from time to time during the Term of this Agreement disclose to the other party (the “Receiving Party”) certain information regarding the Disclosing Party’s business, including technical, marketing, financial, employee, planning, and other confidential or proprietary information that the Receiving Party knew or should have known, under the circumstances, was considered confidential or proprietary by the Disclosing Party, (“Confidential Information”). Except as otherwise specified in this Section, the Disclosing Party will (a) mark all Confidential Information in tangible form as “confidential” or “proprietary” or with a similar legend, and (b) identify all Confidential Information disclosed orally as confidential at the time of disclosure and provide a written summary of such Confidential Information to the Receiving Party within thirty (30) days after such oral disclosure. Regardless of whether so marked or identified, the following will be considered Company’s Confidential Information: (i) the Company Services, Partner Price List, and any and all technical, operational, or financial information furnished by Company hereunder and (ii) any and all other information furnished by Company hereunder that the Partner knew or should have known, under the circumstances, was considered confidential or proprietary by Company.
- Protection of Confidential Information. The Receiving Party will not use any Confidential Information of the Disclosing Party for any purpose not expressly permitted by this Agreement and will disclose the Confidential Information of the Disclosing Party only to the employees or contractors of the Receiving Party who have a need to know such Confidential Information for purposes of this Agreement and who are under a duty of confidentiality no less restrictive than the Receiving Party's duty hereunder. The Receiving Party will protect the Disclosing Party’s Confidential Information from unauthorized use, access, or disclosure in the same manner as the Receiving Party protects its own confidential or proprietary information of a similar nature and with no less than reasonable care.
- Exceptions. The Receiving Party's obligations under Section 11.2 with respect to any Confidential Information of the Disclosing Party will terminate if and when the Receiving Party can document that such information: (a) was already lawfully known to the Receiving Party at the time of disclosure by the Disclosing Party; (b) is or was disclosed to the Receiving Party by a third party who had the right to make such disclosure without any confidentiality restrictions; (c) is, or through no fault of the Receiving Party has become, generally available to the public; or (d) is or was independently developed by the Receiving Party without access to, or use of, the Disclosing Party's Confidential Information.
- Required Disclosure. TThe Receiving Party will be allowed to disclose Confidential Information of the Disclosing Party to the extent that such disclosure is: (a) approved in writing by the Disclosing Party; (b) necessary for the Receiving Party to enforce its rights under this Agreement; or (c) required by law or by the order of a court or similar judicial or administrative body, provided that the Receiving Party notifies the Disclosing Party of such required disclosure promptly and in writing and cooperates with the Disclosing Party, at the Disclosing Party’s reasonable request and expense, in any lawful action to contest or limit the scope of such required disclosure
- Return of Confidential Information. The Receiving Party will either, at its option, return to the Disclosing Party or destroy all Confidential Information of the Disclosing Party in the Receiving Party’s possession or control promptly upon the written request of the Disclosing Party or the expiration or termination of this Agreement, whichever comes first. At the Disclosing Party’s request, the Receiving Party will certify in writing signed by an officer of the Receiving Party that it has fully complied with its obligations under this Section 9.5.
- Confidentiality of Agreement. Neither party will disclose any terms of this Agreement to anyone other than its Affiliates, attorneys, accountants, and other professional advisors under a duty of confidentiality except (a) as required by law, or (b) in connection with a proposed merger, financing, or sale of such party’s business (provided that any third party to whom the terms of this Agreement are to be disclosed is under a duty of confidentiality).
- PARTNER WARRANTYWithout limiting any other representation or warranty expressly set forth in this Agreement, Partner represents and warrants that: (i) Partner will maintain all Certification(s) required pursuant to Section 2.1; (ii) Partner’s obligations under this Agreement will not conflict with any of Partner’s obligations under a third-party agreement or other arrangement or any fiduciary or other duty Partner owes to a third-party company or other entity or cause a conflict of interest; (iii) Partner will comply with any and all applicable laws, rules and regulations; (iv) Partner will comply with the Payment Card Industry (PCI) rules and procedures for the secure handling of any payment card information provided to Partner for the purposes of processing Customer payments for Company Services; (v) Partner will not, and will not permit or assist anyone else to copy, decompile, or reverse engineer any part or feature of Company Services, or introduce any malware or harmful or malicious code or take any action that interferes with, damages, or accesses or uses in any unauthorized manner any of the Company websites, applications, hardware, software, platforms or systems, or those of any user; (vi) Partner will, at all times, conduct itself in a professional and respectable manner in accordance with the accepted community standards, and will not engage in any deceptive, misleading, illegal or unethical marketing activities, or activities that otherwise may be detrimental to Company, its Customers, or to the public, and will take no action or inaction that is likely to disparage or harm the reputation of Company or its products and services, including the Company Services; (viii) Partner will not refer any Customer who Partner knows or believes may use Company Services for any illegal purpose; (ix) Partner will not use the Company Services or Marketing Guidelines for any illegal purpose; (x) Partner will comply promptly with all opt out, unsubscribe, "do not call" and "do not send" requests from potential customers, and will establish and maintain systems and procedures appropriate to effectuate all such requests Partner receives in relation to its marketing efforts for Company Services; and (xi) Partner has all necessary rights, licenses, consents, and permissions to provide the Partner Content to Company and to grant the license set forth in Section 10.2, and that the Partner Content, and Company’s use of the Partner Content in accordance with this Agreement, will not infringe, misappropriate, or otherwise violate any intellectual property or proprietary rights of any third party.
- COMPANY WARRANTY; EXCLUSIONS; DISCLAIMER
- Warranty. Company represents and warrants that (a) it has the full right, power and authority to enter into this Agreement, to grant the rights and licenses granted under this Agreement and to perform its obligations under this Agreement, and (b) it is in compliance with all laws, rules and regulations applicable to this Agreement, the Company Services and the operation of its business.
- Exclusions. Notwithstanding anything in this Agreement to the contrary, Company will have no responsibility or liability of any kind that would not have occurred but for: (a) combination of the Company Services with products, equipment, software, or data not supplied by Company without Company's authorization; (b) any use based on unauthorized distribution or sale of the Company Services in violation of this Agreement; (c) any use of the Company Services other than in accordance with the applicable documentation; (d) any modification of the Company Services by anyone other than Company or its authorized contractors; or (e) any third product software or materials not provided or authorized by Company.
- Disclaimer. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE COMPANY SERVICES ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT ANY WARRANTY OR GUARANTEE WHATSOEVER, AND COMPANY EXPRESSLY DISCLAIMS ALL WARRANTIES, EXPRESS, IMPLIED, AND STATUTORY INCLUDING THE IMPLIED WARRANTIES OF MERCHANTABILITY, SATISFACTORY PURPOSE, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, COMPANY DOES NOT WARRANT THAT THE COMPANY SERVICES WILL BE ERROR-FREE OR UNINTERRUPTED OR THAT ALL ERRORS WILL BE CORRECTED AND COMPANY MAKES NO REPRESENTATIONS OR WARRANTIES ABOUT THE SUITABILITY, RELIABILITY, AVAILABILITY, TIMELINESS, SECURITY OR ACCURACY OF THE COMPANY SERVICES FOR ANY PURPOSE.
- Limitation of Liability. EXCEPT FOR LIABILITY ARISING FROM COMPANY'S INDEMNITY OBLIGATIONS, BREACH OF CONFIDENTIALITY OBLIGATIONS, OR GROSS NEGLIGENCE, OR WILLFUL MISCONDUCT; (A) TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL COMPANY BE LIABLE FOR ANY CONSEQUENTIAL, INDIRECT, SPECIAL, OR INCIDENTAL DAMAGES, OR FOR ANY LOST PROFITS OR LOST DATA, ARISING FROM OR RELATING TO THIS AGREEMENT, THE COMPANY SERVICES, OR ANY SERVICES, WHETHER OR NOT FORESEEABLE AND WHETHER OR NOT COMPANY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES; AND (B) COMPANY'S TOTAL CUMULATIVE LIABILITY ARISING FROM OR RELATING TO THIS AGREEMENT, THE COMPANY SERVICES, AND SERVICES, WHETHER IN CONTRACT OR TORT (INCLUDING NEGLIGENCE) OR OTHERWISE, WILL NOT EXCEED THE TOTAL COMMISSION AMOUNTS PAID OR PAYABLE TO PARTNER BY COMPANY UNDER THIS AGREEMENT IN THE TWELVE (12) MONTH PERIOD IMMEDIATELY PRECEDING THE DATE THE CLAIM FIRST AROSE.
- TERM; TERMINATION
- Term. The term of this Agreement will begin upon the date in which Company notifies Partner that it has been accepted in the Partner Program and will continue until terminated as provided herein (the "Term").
- Termination Without Cause. Either party may terminate this Agreement on fifteen (15) days written notice to the other party for any reason or no reason.
- Termination for Cause. Company may terminate this Agreement: (i) upon five (5) days' notice to Partner of a material breach of this Agreement if such breach remains uncured at the expiration of such period, (ii) immediately, if Partner becomes the subject of a petition in bankruptcy or any other proceeding relating to insolvency, receivership, liquidation or assignment for the benefit of creditors, (iii) immediately, if Partner breaches the terms applicable to its Company Services subscription, including if Partner defaults on its payment obligations, or (iv) immediately, if Company determines that Partner is acting, or has acted, in a way that has or may negatively reflect on or affect Company or its products and services.
- Effect of Termination.
- Payment. Upon termination or expiration of this Agreement for any reason:
- Referral. Any Commissions owed to Partner for the Customer referrals to Company Services accrued before such termination or expiration will be paid by Company within thirty (30) days of the termination or expiration date.
- Resale; Direct Purchase. Any amounts owed to Company under this Agreement before such termination or expiration will be immediately due and payable; and any associated Commissions owed to Partner will be paid by Company within thirty (30) days of the termination or expiration date.
- No Commissions. For the avoidance of doubt no Commissions will be owed or paid to Partner related to any activity occurring post termination or expiration of this Agreement.
- Appointment; Licenses. Upon termination or expiration of this Agreement for any reason, the appointment and all licensed rights granted to Partner and Company in this Agreement will immediately cease to exist. Partner shall return to Company all existing sales and marketing materials furnished by Company hereunder.
- End User Agreements; Customer Agreements. Upon expiration or termination of this Agreement for any reason:
- End User Agreement. The End User Agreement between Company and Partner, if any, along with all rights and obligations therein, shall automatically terminate. Any End User Agreement between Company and a Customer will not be impacted by the expiration of termination of this Agreement.
- Customer Agreements. Regarding any Customer accessing the Company Services via a Customer Agreement, Partner shall reasonably cooperate with Company to facilitate the transition of Customers to, at Company’s discretion, a direct contractual relationship with Company or a contractual relationship with another participant in Company’s partner program. Without limiting the generality of the foregoing, Partner shall, within fifteen (15) days of receiving or providing notice of termination, notify all Customers accessing the Company Services via a Customer Agreement that such Customer’s access to the Company Services may be affected and inform such Customers of their option to enter into a direct agreement with Company or another participant in Company’s partner program. Company may also communicate directly with such Customers regarding such transition.
- Survival. The following Sections will survive expiration or termination of this Agreement for any reason: 10.1, 10.2, 10.3, 10.4, 11, 12, 13, 14.4, 15 and any other provision that by its nature would continue beyond the termination, cancellation, or expiration of this Agreement.
- Payment. Upon termination or expiration of this Agreement for any reason:
- GENERAL
- Relationship. The parties' relationship is that of independent contractors and neither party is an agent or partner of the other, and nothing contained in this Agreement will be construed to give either party the power to direct or control the day-to-day activities of the other. Partner will not have and will not represent to any third party that it has, any authority to act on behalf of Company. All financial obligations associated with Partner's business are the responsibility of Partner.
- Publicity. Any press release by either party, which identifies the other party, or the relationship under this Agreement, shall be coordinated with and subject to the written approval of the other party prior to the release thereof. Notwithstanding the foregoing, Company shall be entitled to refer to Partner and to the relationship under this Agreement on its website and in its promotional and marketing materials relating to the Company Services.
- Governmental Approval. If any approval with respect to this Agreement, or the notification or registration thereof, will be required at any time during the Term of this Agreement, Partner will take whatever steps may be reasonably necessary to effectuate the foregoing, and Partner will keep Company reasonably informed of Partner's efforts in this connection.
- Non-Solicitation. During the Term of this Agreement, neither party will directly or indirectly solicit, induce, or attempt to induce any employee or independent contractor of the other party to terminate or breach any employment, contractual, or other relationship with the other party, provided that nothing shall prohibit a party from hiring or engaging an employee or contractor of the other party that has responded to a general employment advertisement placed by such party.
- Assignment. Partner will not assign or transfer this Agreement, including any assignment or transfer by reason of merger, reorganization, sale of all or substantially all of Partner's assets, change of control or operation of law, without Company's prior written consent. Company may assign this Agreement to any affiliate or successor in interest in the event of merger, reorganization, sale of all or substantially all of its assets related to the Partner program, change of control or operation of law.
- Waiver of Class Action and Jury Trial and Consent to Binding Arbitration.
- Where Company is Thryv, Inc. and Partner is not located in Australia: In any legal proceeding relating to this Agreement, the parties agree to waive any right they may have to participate in any class, group, or representative proceeding and to waive any right they may have to a trial by jury. Any claim, controversy, or dispute that arises under or relates to this Agreement (other than claims to collect amounts Partner owes hereunder) will be referred by the aggrieved party to binding arbitration under the Commercial Rules of the American Arbitration Association (AAA). The arbitration shall occur in Dallas County, Texas unless the parties mutually agree to another location. The arbitration hearing shall be held within 6 months after the filing of the arbitration demand with the AAA.
- Where Company is Thryv Canada Holdings, LLC: Any claim, controversy, or dispute that arises under or relates to this Agreement (other than claims to collect amounts Partner owes hereunder) will be referred by the aggrieved party to binding arbitration under the Arbitration Act (1991). The arbitration shall occur in Toronto, Canada unless the parties mutually agree to another location.
- If Partner is located in Australia, Section 15.6(a) does not apply.
- The above-mentioned arbitration provisions shall not apply to and will not bar litigation regarding any claims to prevent the expiry of a limitation period, or either party from seeking and obtaining from a court of competent jurisdiction any equitable, interim, or provisional relief, including a temporary restraining order or other injunctive relief, to prevent a party’s material breach or non-performance, or specific performance. Either party may at any time, without inconsistency with this Agreement, seek from a court of competent jurisdiction any equitable, interim, or provisional relief only to avoid irreparable injury.
- Governing Law; Venue.
- Where Company is Thryv, Inc.:
- And where Partner is located in the United States, the Agreement will be governed by Texas law. Exclusive venue and jurisdiction will be in the state and federal courts located in Tarrant County, Texas.
- And where Partner is located in Australia, the Agreement will be governed by the laws of Victoria, Australia. Exclusive venue and jurisdiction will be in the state and federal courts located in Victoria, Australia.
- And where Partner is not located in either the United States or Australia, the Agreement will be governed by Texas law. Exclusive venue and jurisdiction will be in the courts located in the jurisdiction of Partner's residence.
- Where Company is Thryv Canada Holdings, LLC, the Agreement will be governed exclusively by the laws of Ontario and applicable Canadian federal laws. Exclusive venue and jurisdiction will be in the provincial and federal courts located in Toronto, Ontario.
- Where Company is Thryv, Inc.:
- Time Limit on Claims Permitted. Except for actions for nonpayment, breach of a party's confidentiality obligations, violation of a party's proprietary rights, or invoking a party's indemnification obligations, no action arising out of or relating to this Agreement may be brought by either party more than one (1) year after the cause of action has accrued or should have been discovered using reasonable diligence.
- Notices. All notices, consents and approvals under this Agreement must be delivered in writing by courier, by electronic mail (email), or by certified or registered mail, (postage prepaid and return receipt requested) to the other party at the address set forth below, and will be effective upon confirmation of receipt with respect to email, and, with respect to certified or registered mail, upon receipt or when delivery is refused three (3) business days after being deposited in the mail as required above, whichever occurs sooner. Either party may change its address by giving notice of the new address to the other party.
- If to Company:
- If Partner is not located in Australia: Thryv, 1301 Municipal Way, Suite 220, Grapevine, Texas – Attention: Contract Management.
- Partner is located in Australia: Thryv Australia, Locked Bag 2910, Melbourne VIC 3001.
- If to Partner: To Partner's address as provided in Partner account information.
- If to Company:
- Waivers; Severability. All waivers must be in writing. Any waiver or failure to enforce any provision of this Agreement on one occasion will not be deemed a waiver of any other provision or of such provision on any other occasion. If any provision of this Agreement is unenforceable, such provision will be changed and interpreted to accomplish the objectives of such provision to the greatest extent possible under applicable law and the remaining provisions will continue in full force and effect.
- Construction; Language. The headings of Sections of this Agreement are for convenience and are not to be used in interpreting this Agreement. As used in this Agreement, the word "including" means "including but not limited to." The official text of this Agreement will be in English. In the event of any dispute concerning the construction or meaning of this Agreement, reference will be made only to this Agreement as written in English and not to any translation into another language.
- Force Majeure. Any delay in the performance of any duties or obligations of either party (except the payment of money owed) will not be considered a breach of this Agreement if such delay is caused by a labor dispute, shortage of materials, fire, earthquake, flood, telecommunications or Internet failure, or any other event beyond the reasonable control of such party.
- Third Party Beneficiaries. This Agreement shall not be interpreted or construed to confer any rights or remedies on any third parties; except that Company shall be a third party beneficiary with respect to the Customer Agreement, and shall be entitled to directly enforce against any Customer, and rely upon any provision of the Customer Agreements that confers a right or remedy in favor of it.
- Entire Agreement. This Agreement constitutes the entire agreement between the parties regarding the subject hereof and supersedes all prior or contemporaneous agreements, understandings, and communication, whether written or oral. In entering into the Agreement, the parties have not relied on any statement, representation, warranty, understanding, undertaking, promise or assurance (whether negligently or innocently made) of any person (whether party to the Agreement or not) other than as expressly set out in the Agreement. Each party irrevocably and unconditionally waives all claims, rights, and remedies which but for this clause it might otherwise have had in relation to any of the foregoing. Except as expressly provided in this Section, this Agreement may be amended only by a written document signed by both parties. Company reserves the right to modify, update, or revise this Agreement at any time by: (a) posting the revised Agreement at the URL where this Agreement is then currently hosted or such other URL as Company may designate from time to time (the “Agreement URL”); and (b) providing Partner with email notice of the revised Agreement sent to the email address associated with Partner’s account no fewer than thirty (30) days prior to the effective date of the revised Agreement (the “Notice Period”). The revised Agreement will become effective and binding on Partner upon the expiration of the Notice Period unless Partner provides written notice of termination of this Agreement to Company prior to such date pursuant to Section 15.9. Partner’s continued participation in the Partner Program or use of the Partner Portal or Company Services after the effective date of the revised Agreement constitutes Partner’s acceptance of the revised terms. It is Partner’s responsibility to review the Agreement URL periodically to remain informed of any updates. Company’s records regarding the date of posting and email notice shall be presumptive evidence of the date on which notice was provided.
- Reimbursement of Actual Expenses
If expenses are reimbursable to Partner under the terms of this Agreement, Company will reimburse Partner for reasonable and actual expenses incurred by them on behalf of Company in carrying out authorized work assignments under the Agreement, a Statement of Work or Purchase Order. Under no circumstances shall Partner seek reimbursement for expenses in excess of those actually incurred solely for the purpose of performing the services.
- Authorized Activities
The terms "Authorized Work Assignments" or "Authorized Travel," or any other authorized activity as used in this Exhibit shall mean those authorized under the terms and conditions of the Agreement to which this Exhibit is attached or by Company in writing prior to actually incurring the expense.
- Documentation
Documentary evidence must be submitted for all expenditures of any amount for lodging, airline transportation, inner-city railroad and bus transportation, and auto rental. In addition, documentary evidence must be submitted for any other expenditure of Ten Dollars ($10) or more to establish the amount, date, place, and essential character of the expenditure. Original or photocopies of credit or charge card receipts are acceptable as documentary evidence.
- Non-reimbursable Expenditures
Non-reimbursable expenses and charges which are included in the submitted receipts, paid bills or documents shall be identified. Only the amount representing Company's reimbursable expenses shall be claimed and included on any invoices.
- Allowable Expenses
Expenditures shall be appropriate to the Company business undertaken and reasonable in the judgment of Company. The most common allowable expenses include but are not limited to the following:
- Meals. Reimbursement for personal meals can only be claimed when a Partner is away from his/her normal workplace on Company's business as evidenced by a receipt for lodging. Reimbursable expenses for meals are reimbursed for the reasonable actual costs of meals up to a daily meal limit including tips:
The daily meal limits above are not per diems. Only actual meal expenses are reimbursed, and documentary evidence is required.Country Breakfast Lunch Dinner Total USA 25% 25% 50% $65 USD Australia 25% 25% 50% $115 AUD Canada 25% 25% 50% $90 CAD Dominican Republic 25% 25% 50% $3,600 DOP New Zealand 25% 25% 50% $105 NZD - Hotel/Motel Room. Company has negotiated rates with many hotel/motel chains ("Preferred Hotels"). Partners should utilize these Company Preferred Hotels whenever possible. Partners are entitled to a single room with bath when traveling outside their normal reporting location. The room rate in U.S. locations must not exceed $175 USD excluding state and local taxes; with the exception of: (i) New York City, where the maximum reimbursable rate is $375; (ii) San Francisco, where the maximum reimbursable rate is $330; and (iii) Boston where the maximum reimbursable rate is $345. If Partner is unable to meet the criteria listed above, exceptions may be obtained when pre-approved in writing by Company.
- Laundry and Valet. Reimbursement is permitted in a reasonable amount, while on a trip of more than five consecutive business days duration.
- Gratuities. Reimbursement is permitted, in reasonable amounts, paid in accordance with the following guidelines: meals – 15% to 20% (exclusive of taxes); taxis – 15% to 20% of fare; porters and bellhops – $2 per first bag, $1 per additional bag.
- Telephone. Telephone expense reimbursement shall be limited to business expenditures necessary for Partner's performance of its obligations (including reasonable charges for online access necessary to perform the Partner's obligations). When possible, telephone calls should be made from other than hotel telephones to avoid surcharges.
- Meals. Reimbursement for personal meals can only be claimed when a Partner is away from his/her normal workplace on Company's business as evidenced by a receipt for lodging. Reimbursable expenses for meals are reimbursed for the reasonable actual costs of meals up to a daily meal limit including tips:
- Unallowable Expenses
- Unless pre-approved in writing, expenses for administrative support, office overhead, office supplies, copying, printing, fax transmissions, and secretarial or clerical support shall not be reimbursable.
- Travel insurance under a travel accident insurance policy shall not be reimbursable.
- Personal expenses incurred while traveling, i.e., haircuts, shoeshines, movies, newspapers, etc., shall not be reimbursable.
- The cost of traveler's checks is not reimbursable.
- Alcoholic beverages of any kind are not reimbursable unless consumed in connection with a regular meal and are included in the meal limits described above.
- Transportation
- Air Travel. Domestic air travel shall be at coach rates unless prior written approval is obtained from Company. Checked baggage fees for up to two bags are reimbursable for trips that are of 3 consecutive business days or more. Baggage fees for personal items such as golf clubs, etc. are not reimbursable. Special fees for early boarding, exit row seats, pillows, blankets, etc. are not reimbursable. Unless preapproved in writing by Company, all Partners will use economy/tourist accommodations.
- Railroad and Bus Travel. Rail or Bus ticket expense in lieu of air travel is reimbursable.
- Auto Rental. Mid-size or compact cars are to be rented in most circumstances. Full-size cars are only to be rented in extraordinary circumstances when pre-approved by Company in writing. Collision damage waiver insurance is not reimbursable. Accident insurance with medical expense benefits is not reimbursable. The Partner must purchase gasoline for the rental car before returning it. Fuel charges from the car rental company are not reimbursable unless preapproved in writing by Company.
- Personal Automobile. Personal cars may be used on business trips provided the Partner's automobile insurance covers business use and public liability coverage is at least $100,000/$300,000 and property damage coverage is at least $50,000. This expense is to be recorded and reimbursed at the then current rate per mile as defined by the IRS for the round-trip distance between the base location and the city being visited. Total reimbursement will not exceed allowed round trip airfare. Company will not reimburse a Partner for commuting miles between the employee's home and office.
- International
Each Partner traveling overseas is responsible for his/her own expenses including meals, lodging, transportation, and miscellaneous expenses. Actual and reasonable expenses will be reimbursed. Daily meal allowances are not applicable to international travel. For control purposes, credit cards should be used for payment of all expenses where possible. Partners are responsible for translating expenses into U.S. dollars. The Partner must write the exchange rate on all receipts and calculate the U.S. dollar amount. Partners traveling internationally must attach a foreign currency exchange receipt to their report.
This Data Processing Addendum (this "Addendum") forms part of the Agreement between Partner and Company and governs Company's Processing of Partner's Personal Data.
- Definitions
"Agreement" means the agreement between Company and Partner covering Partner's use of the Services, which incorporates by reference the terms of this Addendum.
"AUS Privacy Act" shall mean the Privacy Act 1988 (Cth) of Australia, and the Australian Privacy Principles set forth therein.
"CCPA" means the California Consumer Privacy Act of 2018, as amended and superseded from time to time, including by the California Privacy Rights Act of 2020, and the regulations promulgated thereunder.
"Company" means Thryv, Inc., unless the Controller is in Canada, in which case it means Thryv Canada Holdings, LLC.
"Data Protection Laws" means all applicable state/regional, national, and international laws, orders, regulations, and regulatory guidance now or in the future relating to information security, privacy and data protection including without limitation, US State Privacy Laws, the AUS Privacy Act, the NZ Privacy Law, the GDPR and laws in the EU and UK implementing or supplementing the GDPR.
"GDPR" means the General Data Protection Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the Processing of Personal Data and on the free movement of such Personal Data.
"Model Clauses" means: (a) where the GDPR applies, the standard contractual clauses annexed to the European Commission's Implementing Decision 2021/914 of 4 June 2021 ("EU SCCs"); (b) where the UK GDPR applies, the International Data Transfer Addendum to the EU Commission Standard Contractual Clauses issued by the UK Information Commissioner, Version B1.0, in force 21 March 2022 ("UK SCCs"); and (c) where the Swiss Data Protection Act applies, the applicable standard data protection clauses issued, approved or recognized by the Swiss Federal Data Protection and Information Commissioner (the "FDPIC").
"NZ Privacy Law" means the New Zealand Privacy Act 2020 and any rules, regulations or codes that are created pursuant that Act.
"Partner Personal Data" shall have the meaning set forth in Section 2.
"Sub-Processor" means a third-party subcontractor engaged by Company which, as part of Company's role of delivering the Services, will Process Partner Personal Data.
"US State Privacy Laws" means applicable state laws relating to information security, privacy and data protection including without limitation: (a) the CCPA; (b) Virginia's Consumer Data Protection Act; (c) the Colorado Privacy Act; (d) Connecticut's Act Concerning Data Privacy and Online Monitoring; and (e) the Utah Consumer Privacy Act.
- Company's Obligations
Company acknowledges that in the course of performing the Services, it may Process Personal Data for Partner or on its behalf ("Partner Personal Data"). Company represents and warrants to Partner continuously throughout the term of the Agreement that it will: (a) only Process Partner Personal Data in accordance with the relevant documented instructions provided by Partner; (b) comply with the restrictions set out in Section 4 below; (c) not copy, modify, or create derivative works of any Partner Personal Data except with Partner's prior consent; (d) implement and maintain organizational, administrative, physical and technical safeguards meeting the standards of good industry practice to prevent the unauthorized Processing, destruction or loss of Partner Personal Data; (e) implement and maintain an appropriate network security program that includes encryption of all Partner Personal Data; (f) ensure its compliance with Data Protection Laws; and (g) at Partner's reasonable request, provide Partner with a complete copy of or full access to any and all Partner Personal Data that may be in Company's possession.
- Processing Partner Personal Data
Partner and Company acknowledge and agree that with regard to the Processing of Partner Personal Data, Partner and/or its Affiliates is/are the Controller, and Company is a Processor. The nature and purpose of Processing Partner Personal Data by Company is the performance of the Services pursuant to the Agreement (the "Specific Business Purpose"). The duration of the Processing shall be for the duration of the Agreement.
- All verbal instructions are to be confirmed in writing or by email without undue delay. Company shall inform Partner immediately if it considers that an instruction violates Data Protection Laws or if it is required to Process Partner Personal Data outside the scope of Partner's instructions.
- Company shall, at Partner's cost: (i) provide reasonable cooperation and assistance to Partner in relation to queries, complaints and other correspondence with any Data Subject or regulatory body; and (ii) amend, update, supplement, return or delete any Partner Personal Data as soon as reasonably practicable at Partner's request.
- U.S. State Privacy Laws
Pursuant to CCPA and other US State Privacy Laws, the parties agree that the Company is a "Service Company" or "Processor," as applicable. Company will not (a) retain, use, or disclose any Partner Personal Data outside the direct business relationship between Company and Partner, or for any purpose other than for the "Specific Business Purpose"; (b) Sell any Partner Personal Data; (c) Share any Partner Personal Data; or (d) combine the Personal Data that Company receives from, or on behalf of, Partner with Personal Data that it receives from, or on behalf of, another person, except as permitted by US State Privacy Law. Company agrees to comply with the CCPA and all US State Privacy Laws when Processing any Partner Personal Data pursuant to the Agreement.
- International Transfers
Company shall not transfer any Partner Personal Data from any jurisdiction to any other jurisdiction without Partner's prior written approval. If Partner Personal Data is transferred from Switzerland, the UK, or European Economic Area ("EEA") to a jurisdiction that does not ensure an adequate level of data protection within the meaning of the laws and regulations of these countries, then such transfer of Partner Personal Data will be governed by the terms of the Model Clauses, unless an alternative transfer mechanism permitted by Data Protection Laws exists.
- For data transfers between Company and the Partner subject to the EU SCCs, Module Two (Controller to Processor) of the EU SCCs will apply where Company is a Processor and Partner is a Controller. The competent Supervisory Authority is the Irish Data Protection Commission; the EU SCCs will be governed by the laws of the Republic of Ireland; and any disputes arising from the EU SCCs will be resolved before the courts of the Republic of Ireland.
- For data transfers between Company and the Partner subject to the UK SCCs, the UK SCCs will be deemed entered into (and incorporated into this Addendum by reference, including Part 2: Mandatory Clauses).
- For data transfers between Company and the Partner subject to the Swiss SCCs, the Addendum hereby incorporates by reference the EU SCCs, which have been adopted for use by the FDPIC with certain modifications. The competent Supervisory Authority is the FDPIC.
- Company Personnel
Company shall ensure that access to Partner Personal Data is limited to those Company employees and contractors ("Personnel") and agents who have a need to know or need to access that Partner Personal Data to enable Company to perform its obligations under the Agreement. Company shall ensure that its Personnel engaged in the Processing of Partner Personal Data are informed of the confidential nature of the Partner Personal Data, have received appropriate training on their responsibilities and have executed written confidentiality obligations no less restrictive than those contained in this Addendum.
- Sub-Processors
Company has Partner's general authorization for the engagement of Sub-Processor(s) from the "agreed list," provided that such Sub-Processor(s) must be bound by the same obligations as the ones to which Company is bound by this Addendum. Company shall specifically inform Partner in writing of any intended changes to that list through the addition or replacement of sub-processors at least ten (10) days in advance, thereby giving Partner sufficient time to object to such changes prior to the engagement of the Sub-processor(s). If Partner does not explicitly notify Company in writing of any objections to the proposed appointment within ten (10) days of the receipt of such notice, Partner shall be deemed to have consented to the proposed appointment.
- Security
Company shall implement appropriate technical and organizational measures to ensure a level of security appropriate to the risk taking into account: (i) the state of the art, costs of implementation, and the nature and purposes of Processing; (ii) the risk of varying likelihood and severity to the rights and freedoms of natural persons; and (iii) the risks presented by the Processing activities, particularly those risks related to Personal Data Breaches. The minimum security measures to be implemented by Company are in Annex 2 of this Addendum.
- Personal Data Breach Notification
Company shall: (i) provide Partner with a mechanism to open a trouble ticket for communicating with Company regarding, tracking the status of, and resolving obligations associated with, a Personal Data Breach of Partner Personal Data; and (ii) notify Partner of a Personal Data Breach affecting Partner Personal Data as soon as reasonably practicable after Company becomes aware of it, and in any event within any notice period required pursuant to Data Protection Laws. Company shall promptly use commercially reasonable efforts to remedy any Personal Data Breach and prevent any further Personal Data Breach in accordance with applicable Data Protection Laws.
- Deletion or Return of Personal Data
Company shall provide Partner with the technical means to request the deletion of Partner Personal Data. If requested by Partner and following the cessation of Services, Company shall promptly delete or return all Partner Personal Data (including copies) to Partner, with the exception of any Partner Personal Data that may be retained pursuant to applicable laws. This Section does not apply to Partner Personal Data that has been archived on back-up systems, which Company shall securely isolate and protect from any further Processing, except to the extent required by applicable law.
- Data Subjects' Rights
Company shall promptly notify Partner if it receives a request from a Data Subject for information, access to, correction, amendment, deletion, erasure, portability, or restriction of Processing of that person's Personal Data. Company shall not respond to any such Data Subject request without first notifying and obtaining Partner's prior written consent, except to confirm that the request relates to Partner.
- Assistance and Cooperation with Compliance
Company shall: (a) maintain a record in writing of all categories of Processing carried out on behalf of Partner and make such records available to Partner upon request; (b) provide any information required by Partner to document compliance with Data Protection Laws; and (c) inform Partner without undue delay of any Processing of Partner Personal Data outside the scope of this Addendum and of any violations of Data Protection Laws, in particular Personal Data Breaches.
- Data Protection Assessment and Prior Consultation
Company shall provide Partner with relevant information and documentation, and assist Partner in complying with its obligations with regard to any data protection assessments or prior consultations with Supervisory Authorities when required pursuant to Data Protection Laws, solely with regard to Partner Personal Data Processed by Company and its Sub-Processors.
- Audit Rights
To the extent the Services under this Addendum entail Company's Processing of Personal Data on Partner's behalf, Partner has the right to audit Company's compliance with its obligations under this Addendum by requesting and reviewing: (1) Company's record of processing activities ("ROPA"); and (2) Company's security documentation (including, where available, the result of any third party security audits) related to Company's Processing of Personal Data hereunder. To the extent legally permitted, Partner shall reimburse Company for any time expended for any such audit at Company's then-current professional services rates, which shall not exceed USD 150 per hour.
- Company Confidential Information
"Company Confidential Information" refers to the following items Company discloses to Partner pursuant to this Addendum: (a) any document Company marks "confidential"; (b) any information Company orally designates as "confidential" at the time of disclosure; (c) Company's Sub-Processor list; (d) Company's ROPA and security documentation disclosed pursuant to Section 14; and (e) any other nonpublic information Partner should reasonably consider a trade secret or otherwise confidential. Partner shall not use Company Confidential Information for any purpose other than to facilitate the purpose contemplated by this Addendum. Partner shall protect Company Confidential Information with the same degree of care it uses to protect its own confidential information of similar nature and importance, but with no less than reasonable care.
- Conflict
Notwithstanding anything to the contrary in the Agreement, in the event and to the extent that the terms of this Addendum conflict with any of the terms of the Agreement, this Addendum supersedes the Agreement. In the event of any conflict or inconsistency between the body of this Addendum and the Model Clauses, the applicable Model Clauses shall prevail.
- Annual Review; Updates
Each party must review this Addendum (including its Annexes) at regular intervals to ensure that the Addendum remains accurate, up to date, and continues to provide appropriate safeguards to the Personal Data. Company may update the terms of this Addendum from time to time upon written notice to Partner.
A. List of Parties
Data Exporter (Controller): Partner — contact information as provided upon registration for the partner program pursuant to the Agreement.
Data Importer (Processor): Company — Thryv, Inc. or Thryv Canada Holdings, LLC as applicable. Address: 1301 Municipal Way, Suite 220, Grapevine, Texas 76051. Contact: Thryv Data Protection Officer at [email protected].
B. Nature and Purpose of the Processing
- Categories of data subjects whose personal data is processed: Customer employees and representatives of Customer; clients of Customer's business.
- Categories of personal data processed:
Personal Data relating to the category of data subjects described above. The Personal Data depends on the particular Services, but may include:
- Employee Personal Data: name, email, and telephone number for purposes of business communication and user authentication.
- Client Personal Data: name, email, telephone number and other contact information for business communication; payment information and transaction history, cardholder data in terms of PCI DSS.
- Patient Personal Data: protected health information.
- The frequency of the transfer (e.g., whether the data is transferred on a one-off or continuous basis) Transfers will be continuous for the duration necessary for the performance of the Services and complying with applicable laws and regulations.
- Nature of the processing: The "Specific Business Purpose" for processing shall be the provision of Company's small business management software services to the Customer. The Personal Data will be subject to basic processing, including but not limited to collection, recording, organization, storage, adaptation or alteration, retrieval, consultation, use, disclosure by transmission, dissemination or otherwise making available, erasure or destruction.
- Purpose(s) of the data transfer and further processing: To provide the Services pursuant to the Agreement.
- The period for which the personal data will be retained, or, if that is not possible, the criteria used to determine that period The Processing will continue until the date which is the earlier to occur of: (a) the expiration or termination of the Agreement, or (b) the date that Processor no longer retains any Partner Personal Data related to the Agreement in its possession or control.
- For transfers to (sub-) processors, also specify subject matter, nature and duration of the processing. Any transfer to Sub-processors will be only as strictly required to perform the Services pursuant to the Agreement. Upon request, Company will provide to Partner a description of Processing for any Sub-processor(s), including the subject matter, nature, and duration of Processing.
- The duration of the Processing activities shall be for the term set forth in the Agreement. The purpose of the Processing of Partner Personal Data by Processor is the performance of the Services pursuant to the Agreement.
- Special Categories of Data (if applicable): The contents of the Personal Data are varied and under the data exporter's control, but may, from time to time, include sensitive data under the relevant Data Protection Laws, including protected health information.
C. Competent Supervisory Authority
The competent Data Protection Authority is identified in Section 5 of the DPA.
This Annex forms part of the Addendum. Company agrees that it has the following security measures in place:
- Encryption
Company shall use strong encryption methodologies to protect Personal Data transferred over public networks and shall implement whole disk encryption for all Personal Data at rest. Company will fully document and comply with Company's key management procedures for crypto keys used for the encryption of Personal Data.
- Storage
Company shall retain all Personal Data in a physically and logically secure environment to protect from unauthorized access, modification, theft, misuse and destruction. Company shall utilize platforms to host Personal Data that are configured to conform to industry standard security requirements and will only use hardened platforms that are continuously monitored for unauthorized changes.
- Antivirus; Firewall
Company shall utilize antivirus programs that are capable of detecting, removing, and protecting against all known types of malicious or unauthorized software with antivirus signature updates at least every twelve (12) hours. Company will implement firewalls designed to ensure that all outbound traffic to Partner systems are restricted to only what is necessary to ensure the proper functioning of the Services. All other unnecessary ports and services will be blocked by firewall rules at Company network.
- Vulnerability Management
- Updates and Patches. Company shall establish and maintain mechanisms for vulnerability and patch management that are designed to evaluate application, system, and network device vulnerabilities and apply security fixes and patches in a timely manner taking a risk-based approach for prioritizing critical patches.
- Data Loss Prevention. Company shall maintain a "data loss prevention" (DLP) or "extrusion prevention" solution to protect Personal Data, and shall integrate the results of that activity with its program for audit logging and intrusion detection.
- Audit Logging; Intrusion Detection. Company shall collect and retain audit logs recording privileged user access activities, authorized and unauthorized access attempts, system exceptions, and information security events. Audit logs shall be reviewed at least daily and file integrity (host) and network intrusion detection (IDS) tools shall be implemented to help facilitate timely detection, investigation by root cause analysis and response to incidents.
- Information Risk Assessment. On an annual basis, Company shall cooperate with Partner, at Partner's discretion, to perform formal risk assessments to determine the likelihood and impact of potential privacy and security risks to Personal Data. Company shall conduct the audit annually in accordance with all applicable local laws, regulations and requirements for credit card and privacy (including without limitation PCI DSS) as well as industry common standards for information security. An audit report shall be provided to Partner within three (3) months upon the completion of every year's Services by Company to Partner.
- Physical Security. Where Company is Processing Personal Data, such Personal Data shall be housed in secure areas, physically protected from unauthorized access, with appropriate environmental and perimeter controls.
- Disaster Recovery Management. Company shall provide documentation of its formal and secure disaster recovery plan, meeting a standard of good industry standards. Company shall share evidence with Partner that Company conducts regular testing of that plan on at least an annual basis.
