Effective Date: April 9, 2026 · Last Updated: April 9, 2026
These Terms of Service ("Terms") constitute a legally binding agreement between you ("User," "you," or "your") and CFOLink LLC ("CFOLink," "we," "us," or "our"), governing your access to and use of the CFOlink platform, including its website, application, and all related services (collectively, the "Service").
By creating an account, accessing, or using the Service in any manner, you acknowledge that you have read, understood, and agree to be bound by these Terms and our Privacy Policy. If you do not agree to these Terms, you must not access or use the Service.
You must be at least 18 years of age to use the Service. By accessing the Service, you represent and warrant that you are 18 years of age or older.
The Service is intended for use by persons located in the United States only. By using the Service, you represent that you are located in the United States and that your use complies with all applicable federal, state, and local laws.
If you are using the Service on behalf of a business or other legal entity, you represent and warrant that you have the authority to bind that entity to these Terms. In such case, "you" refers to both you individually and the entity.
To access the Service, you must create an account by providing accurate, current, and complete information. You agree to update this information as necessary to keep it accurate.
You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account. You agree to notify us immediately at info@cfolink.ai if you suspect any unauthorized access to or use of your account.
You may not create multiple accounts for the purpose of circumventing account limitations, free trial terms, or any other restriction.
CFOLink offers a 14-day free trial of the Service to new users. No credit card or payment information is required to begin the free trial.
The free trial is available to each user or organization once. Any attempt to obtain additional free trials through the creation of multiple accounts is a violation of these Terms and may result in immediate account termination.
At the end of the free trial period, continued access to the Service requires activation of a paid subscription plan. If you do not activate a paid plan, your access to paid features will be suspended.
CFOLink offers paid subscription plans, the details of which (including features, pricing, and billing frequency) are described on the Service's pricing page. Subscription terms are subject to change with notice.
By activating a paid subscription, you authorize CFOLink (or its payment processor) to charge your designated payment method on a recurring basis for the applicable subscription fee, until your subscription is cancelled.
All subscription fees are non-refundable. This includes partial-month charges, unused time remaining in a subscription period, and any fees charged in connection with a plan upgrade or downgrade. CFOLink does not provide prorated refunds under any circumstances, except where required by applicable law.
You may cancel your subscription at any time through your account settings or by contacting us at info@cfolink.ai. Cancellation takes effect at the end of the current billing period. You will retain access to the Service through the end of the paid period.
You are responsible for all applicable taxes arising from your use of the Service. CFOLink will add applicable taxes to your invoice where required by law.
You agree to use the Service only for lawful purposes and in accordance with these Terms. You agree not to:
The Service integrates with Intuit QuickBooks Online via OAuth 2.0. To use QuickBooks-related features, you must authorize CFOLink to access your QuickBooks account on your behalf.
You are solely responsible for ensuring that your use of the QuickBooks integration complies with Intuit's terms of service and any applicable agreements you have with Intuit. CFOLink is not affiliated with or endorsed by Intuit Inc.
When you connect your QuickBooks account, CFOLink accesses your financial data for the sole purpose of generating reports and analysis within the Service. This data is processed transiently and is not persistently stored by CFOLink on its servers beyond the duration required to generate your requested output, unless otherwise disclosed in our Privacy Policy.
You may disconnect your QuickBooks account at any time through the Service settings. Disconnection revokes CFOLink's access to your QuickBooks data.
The Service is provided for informational and analytical purposes only. Nothing provided through the Service constitutes financial, accounting, tax, investment, legal, or professional advice of any kind.
The reports, analyses, summaries, and other outputs generated by CFOLink are derived from data you provide or authorize us to access. CFOLink does not verify the accuracy or completeness of that data and makes no representations regarding the accuracy, reliability, completeness, or timeliness of any output generated by the Service.
You are solely responsible for all decisions made in reliance on any information or output provided by the Service. CFOLink strongly recommends that you consult with a qualified accountant, certified public accountant (CPA), financial advisor, tax professional, or legal counsel before making any business, financial, tax, or legal decisions.
CFOLink expressly disclaims all liability for any losses, damages, or adverse consequences of any kind arising from or related to your reliance on any information, report, or output generated by the Service.
You agree to defend, indemnify, and hold harmless CFOLink LLC and its officers, directors, employees, agents, licensors, successors, and assigns from and against any and all claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys' fees) arising out of or relating to:
To the maximum extent permitted by applicable law, in no event shall CFOLink LLC, its officers, directors, employees, agents, or licensors be liable for any indirect, incidental, special, consequential, punitive, or exemplary damages, including but not limited to loss of profits, loss of revenue, loss of data, loss of business opportunity, or loss of goodwill, arising out of or in connection with these Terms or your use of the Service, even if CFOLink has been advised of the possibility of such damages.
To the maximum extent permitted by applicable law, CFOLink's total cumulative liability to you for any and all claims arising out of or in connection with these Terms or the Service shall not exceed the total subscription fees actually paid by you to CFOLink during the current billing period in which the incident giving rise to liability occurred. If you are on a free trial at the time of the incident, CFOLink's liability shall not exceed $10.00 USD.
You acknowledge that the limitations of liability in this section are a fundamental element of the basis of the bargain between CFOLink and you, and that CFOLink would not provide the Service without these limitations.
The Service is provided on an "as is" and "as available" basis without any warranties of any kind, either express or implied. To the maximum extent permitted by applicable law, CFOLink expressly disclaims all warranties, including but not limited to:
The Service, including its design, software, algorithms, trademarks, logos, and all content created by CFOLink, is owned by CFOLink LLC and is protected by applicable intellectual property laws. These Terms do not grant you any rights to CFOLink's intellectual property beyond the limited license to use the Service as described herein.
You retain all ownership rights in the data and content you submit to the Service ("Your Data"). By submitting Your Data, you grant CFOLink a limited, non-exclusive, royalty-free license to process Your Data solely as necessary to provide the Service to you.
If you submit feedback, suggestions, or ideas about the Service, you grant CFOLink a perpetual, irrevocable, royalty-free license to use such feedback for any purpose without compensation to you.
You may request termination of your account at any time by sending an email to info@cfolink.ai with the subject line "Account Deletion Request." We will process your request and confirm deletion within a reasonable period. Account termination does not entitle you to any refund of subscription fees.
CFOLink reserves the right to suspend or terminate your account and access to the Service at any time, with or without notice, for any reason, including but not limited to:
Upon termination, your right to access and use the Service immediately ceases. CFOLink will delete or anonymize your data in accordance with our Privacy Policy. Provisions of these Terms that by their nature should survive termination (including Sections 8, 9, 10, 11, 12, and 15) shall survive.
CFOLink reserves the right to modify, suspend, or discontinue the Service (or any part of it) at any time, with or without notice. CFOLink shall not be liable to you or any third party for any modification, suspension, or discontinuation of the Service.
CFOLink may update these Terms from time to time. We will notify you of material changes by posting the updated Terms on the Service and updating the "Last Updated" date above, or by sending notice to your registered email address. Your continued use of the Service after the effective date of any updated Terms constitutes your acceptance of the changes.
These Terms shall be governed by and construed in accordance with the laws of the [YOUR STATE], without regard to its conflict of law principles.
Any dispute arising out of or relating to these Terms or the Service that cannot be resolved informally shall be submitted to binding arbitration in accordance with the rules of the American Arbitration Association (AAA), conducted in [YOUR CITY, STATE]. The arbitration shall be conducted in English. Judgment on the award may be entered in any court of competent jurisdiction.
You agree that any dispute resolution proceedings will be conducted only on an individual basis and not in a class, consolidated, or representative action. If any court or arbitrator determines that the class action waiver in this section is void or unenforceable, the entire arbitration agreement shall be null and void.
Notwithstanding the foregoing, either party may seek injunctive or other equitable relief in a court of competent jurisdiction to prevent the actual or threatened misappropriation or infringement of intellectual property rights.
These Terms, together with the Privacy Policy, constitute the entire agreement between you and CFOLink regarding the Service and supersede all prior agreements and understandings.
If any provision of these Terms is found to be unenforceable or invalid, that provision shall be modified to the minimum extent necessary to make it enforceable, and the remaining provisions shall remain in full force and effect.
CFOLink's failure to enforce any right or provision of these Terms shall not constitute a waiver of that right or provision.
You may not assign or transfer your rights or obligations under these Terms without CFOLink's prior written consent. CFOLink may assign its rights and obligations freely, including in connection with a merger, acquisition, or sale of assets.
These Terms are for the sole benefit of you and CFOLink and do not create any third-party beneficiary rights.
For questions, concerns, or legal notices regarding these Terms of Service, please contact:
CFOLink LLC
Email: info@cfolink.ai
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