Terms of Service
Effective July 19, 2026
These Terms of Service ("Terms") govern access to and use of the CashLinx platform (the "Service"). By using the Service, you agree to these Terms. If you use the Service on behalf of a practice or business, you represent that you are authorized to bind that organization.
The Service
CashLinx is a service-delivery platform that connects a bookkeeping or accounting practice to its small-business clients. It connects to a client's existing accounting system (and, where enabled, banking), supports outsourced bookkeeping work (AR, AP, and bank reconciliation) through a client and CPA review loop, and provides live financial visibility. CashLinx is not an accounting system or system of record and does not replace the client's accounting platform.
Accounts
You are responsible for maintaining the confidentiality of your credentials and for activity under your account. Notify us promptly of any unauthorized use. Practices are responsible for their staff and for the client-portal users they invite.
Acceptable use
- Do not access data you are not authorized to access.
- Do not attempt to breach or probe security or tenant isolation.
- Do not misuse the Service or use it for unlawful purposes.
- Do not upload malicious code or interfere with the integrity or performance of the Service.
Third-party connections
The Service connects to third-party systems you authorize, such as your accounting provider and, where enabled, banking connectivity. Your use of those systems is governed by their own terms, and you are responsible for the accuracy of data in your systems of record. CashLinx mirrors data for convenience and orchestrates work, but the connected systems remain authoritative.
Not professional advice
The Service and its outputs (including computed financial statements and metrics) are provided for operational convenience and do not constitute accounting, tax, legal, or investment advice. Professional judgment and the client's books of record govern.
Fees
Where a practice bills its clients for bookkeeping services through the Service, those fees are set by and between the practice and its client. Any fees for the CashLinx platform itself will be as separately agreed.
Intellectual property
CashLinx and its underlying software, marks, and content are owned by us or our licensors. You retain your own data. You grant us the limited rights necessary to operate and provide the Service.
Disclaimers
The Service is provided "as is" and "as available" without warranties of any kind, to the fullest extent permitted by law, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement.
Limitation of liability
To the fullest extent permitted by law, CashLinx will not be liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits or data, arising from or related to the Service.
Indemnification
You agree to indemnify and hold CashLinx harmless from claims arising out of your misuse of the Service or violation of these Terms or applicable law.
Termination
You may stop using the Service at any time. We may suspend or terminate access for violation of these Terms or to protect the Service. Certain provisions survive termination.
Governing law
These Terms are governed by the laws of the jurisdiction in which the CashLinx operating entity is established, without regard to conflict-of-law rules, and disputes will be resolved in the courts of that jurisdiction.
Changes
We may update these Terms. Material changes will be reflected by updating the effective date above and, where appropriate, by additional notice. Continued use after changes take effect constitutes acceptance.
Contact
Questions about these Terms: legal@mycashlinx.com. See also our Privacy Policy and Cookie Policy.