Terms of Service

The Service

The Service is a private workspace for CMA and its clients to share documents, communicate, manage engagements and deliverables, review proposals, handle invoices, schedule meetings, and track performance.

Accounts

You are responsible for maintaining the confidentiality of your login credentials and for all activity under your account. Notify us promptly of any unauthorized use. You must provide accurate information and be authorized to act on behalf of your organization.

Acceptable use

• Do not misuse the Service, attempt to access data belonging to other organizations, or disrupt its operation.
• Do not upload unlawful, infringing, or malicious content.
• Do not attempt to reverse engineer or gain unauthorized access to any part of the Service.

Client content

You retain ownership of the content you upload. You grant CMA a limited license to host and process that content solely to provide the Service. You are responsible for ensuring you have the rights to the content you submit.

Invoices and payment

Invoices for CMA services are issued and collected through QuickBooks Online. Payment terms are as stated on each invoice or in your engagement agreement. The Service may display invoice status for your convenience.

Third-party services

The Service integrates with third-party providers (including Intuit QuickBooks, Supabase, Vercel, and Resend). Your use of those integrations may be subject to the third party’s own terms. We are not responsible for third-party services.

Disclaimers

The Service is provided “as is” without warranties of any kind, whether express or implied, including fitness for a particular purpose. Information presented in dashboards and reports is for convenience and may not reflect official records.

Limitation of liability

To the maximum extent permitted by law, CMA will not be liable for any indirect, incidental, special, or consequential damages arising from your use of the Service.

Termination

We may suspend or terminate access to the Service at our discretion, including for violation of these Terms. You may stop using the Service at any time.

Governing law

These Terms are governed by the laws of the State of Texas, without regard to conflict-of-law principles.

Contact

Questions about these Terms? Email hello@colemanma.com.