Terms & Conditions

1. Agreement

By creating an account, subscribing, or using the service (the "Service"), you and the company you represent ("Customer") agree to these Terms & Conditions, our Privacy Policy, and any program terms you enroll in (Referral Program Terms, Affiliate Program Terms, Founding Member terms). If you accept on behalf of a company, you represent you have authority to bind it.

[REVIEW: counsel] Provider identity — the Service is operated by [Company legal name], a(n) [Arizona entity type] (the owner must insert the registered legal entity name and type; placeholders intentionally left blank).

2. Accounts & responsibilities

• You must provide accurate registration information (including name and phone number where required) and keep credentials secure.
• Company owners control their company workspace, its users, and its billing.
• You are responsible for activity under your account and for your data's lawfulness.

3. Subscriptions, billing & offers

• Plans, per-user pricing, and billing rules are described at purchase and on the pricing page. Billing is processed by Stripe; a company becomes billable after successful checkout.
• Promotional offers (founding, referral, affiliate, or others) do not stack — the single best applicable offer applies; begin on the first successful charge; revert to standard pricing at the end of the stated period; may be modified or withdrawn prospectively at any time, and offers already active for a company are honored for their stated duration; and are conditional and may be revoked as described in the applicable program terms, including where the qualifying payment is refunded, disputed, or procured by fraud or abuse.
• Fees are non-refundable except where required by law or expressly stated.

4. Acceptable use

No unlawful use, no interference with the Service, no unauthorized access, no scraping or resale, and no abuse of promotional programs (including self-referral, fake accounts, or payment manipulation). We may suspend or terminate accounts for violations.

5. Customer data & privacy

Customer retains ownership of its business data. We process personal information (including names, emails, and phone numbers collected in signup, lead, referral, and affiliate flows) as described in the Privacy Policy and applicable law, and use it to operate the Service, deliver requested content, and send program communications with opt-outs where required.

6. Intellectual property

The Service, its software, templates, and content are owned by us or our licensors. Customer receives a limited, non-exclusive, non-transferable right to use the Service during its subscription.

7. Disclaimers

The Service, including calculators, dashboards, reports, templates, AI-generated coaching or suggestions, and community content, is provided for informational purposes only and does not constitute financial, accounting, tax, or legal advice. The Service is provided "AS IS" without warranties of any kind to the maximum extent permitted by law.

8. Limitation of liability

To the maximum extent permitted by law, neither party is liable for indirect, incidental, special, consequential, or punitive damages; our aggregate liability is capped at the amounts paid by Customer for the Service in the twelve (12) months before the claim.

[REVIEW: counsel] Confirm the liability cap period (drafted as 12 months) and whether any statutory carve-outs apply.

9. Indemnification

Customer will indemnify us against third-party claims arising from Customer data or Customer's unlawful use of the Service.

10. Termination

Either party may terminate as described in the subscription flow; we may suspend or terminate for material breach (including program abuse). Sections that by nature survive (payment obligations, intellectual property, disclaimers, liability limits, and governing law) survive termination.

11. Governing law; exclusive venue (Arizona)

These terms and any dispute arising out of or relating to them or the Service are governed by the laws of the State of Arizona, without regard to conflict-of-laws rules. Any claim or proceeding must be brought exclusively in the state or federal courts located in Maricopa County, Arizona, and each party consents to personal jurisdiction and venue there.

11a. Dispute resolution options

[REVIEW: counsel] Attorney to advise on optional arbitration clause, class-action waiver, jury-trial waiver, and any consumer-law carve-outs before publication.

12. Changes to these Terms

We may update these Terms; material changes are notified in-app or by email with the new version and effective date. Continued use after the effective date constitutes acceptance. Acceptance events (version, user, timestamp) are recorded.

13. Contact

[REVIEW: counsel] Insert support email and an Arizona postal address for legal notices before publication.

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