Terms of Service

By creating an account, accessing or using the platform, you agree to these terms and to our Privacy Notice. If you are accepting on behalf of a company, family office or other organization, you confirm you have authority to bind it, and "you" refers to that organization. If you do not agree, do not use the platform.

• You must be at least 18 years old and legally able to enter into a contract.
• Access may require approval by us or by an administrator of your workspace.
• You must provide accurate registration information and keep it current.
• You are responsible for safeguarding your credentials and for all activity under your account.
• You must notify us promptly of any unauthorized access or security incident.
• Workspace administrators are responsible for the roles and permissions they grant.

You agree not to:

• Use the platform for any unlawful, fraudulent, or unauthorized purpose, including money laundering or evading sanctions.
• Access data belonging to another company, family or user without authorization.
• Probe, scan, circumvent or disrupt the security, authentication or rate limits of the platform.
• Reverse engineer, decompile, scrape or create derivative works from the platform, except where the law expressly permits it.
• Resell, sublicense or provide the platform to third parties as a service without our written consent.
• Upload malicious code or content that infringes the rights of others.

The platform connects to third-party services such as banking aggregation providers, payment processors, credit data sources and mapping providers. Your use of those services is also subject to their terms. We are not responsible for the accuracy, availability or timeliness of data supplied by third parties, and connections may be interrupted or discontinued by the institution or provider. You are responsible for verifying balances, transactions and payment details before acting on them.

Where you initiate a payment, transfer or payout, you authorize us and our payment providers to process it as instructed. You are solely responsible for the accuracy of payee details, amounts and timing, and for maintaining sufficient funds. Payments may be delayed, rejected or reversed by financial institutions outside our control.

The platform provides software tools, calculations, projections, scores and reports for informational purposes only. It does not provide financial, investment, accounting, tax or legal advice, and no fiduciary or advisory relationship is created. Forecasts and scenarios are estimates based on the data available and are not guarantees of future results. Consult qualified professionals before making decisions.

Some features use artificial intelligence to summarize data, draft content, and suggest actions. AI output can be incomplete or incorrect and must be reviewed by you before you rely on it. You remain responsible for any action taken based on AI-generated output.

Paid plans and features, if offered to you, are billed at the rates and intervals presented at purchase. Unless required by law, fees are non-refundable, and you authorize recurring charges until you cancel. Third-party fees charged by your bank or a payment provider are your responsibility. We may change pricing on prior notice, effective at your next billing period.

You retain all rights to the data, documents and content you submit. You grant us a limited license to host, process, transmit and display that content solely to operate and support the platform for you and the users you authorize. You represent that you have the rights and permissions needed to submit it, including for information about other people.

The platform, its software, design, branding and all related intellectual property are owned by Sync My Success and its licensors. We grant you a limited, non-exclusive, non-transferable, revocable right to use the platform in accordance with these terms. No other rights are granted.

You may stop using the platform and close your account at any time. We may suspend or terminate access if you breach these terms, if your use creates a security, legal or fraud risk, or if we discontinue the service. On termination your right to use the platform ends; we will retain or delete data as described in the Privacy Notice. You may export your records before closing your account.

Except where prohibited by law, the platform is provided "as is" and "as available" without warranties of any kind, whether express, implied or statutory, including merchantability, fitness for a particular purpose, accuracy and non-infringement. We do not warrant that the platform will be uninterrupted, error free or that data will always be accurate or complete.

To the maximum extent permitted by law, Sync My Success will not be liable for indirect, incidental, special, consequential, exemplary or punitive damages, or for lost profits, revenue, goodwill or data, arising out of or relating to your use of the platform. Our total aggregate liability for all claims will not exceed the greater of the amounts you paid us in the twelve months before the event giving rise to the claim, or one hundred US dollars. Some jurisdictions do not allow these limits, in which case they apply to the fullest extent permitted.

You agree to indemnify and hold harmless Sync My Success and its officers, employees and agents from any claims, damages, liabilities and reasonable legal fees arising from your content, your use of the platform, or your breach of these terms or of applicable law.

These terms are governed by the laws of the State of Texas, United States, without regard to its conflict of law rules. You and we agree to the exclusive jurisdiction of the state and federal courts located in Texas, and each of us waives any objection to venue there, except that either party may seek injunctive relief in any competent court.

We may update these terms as the platform changes. We will update the "last updated" date and, for material changes, provide notice in the app or by email. Continued use after the changes take effect means you accept the revised terms.

These terms, together with the Privacy Notice and Cookie Policy, are the entire agreement between us regarding the platform. If any provision is held unenforceable, the remaining provisions stay in effect. Our failure to enforce a provision is not a waiver. You may not assign these terms without our consent; we may assign them in connection with a merger, acquisition or sale of assets.

Questions about this notice? Email info@syncmysuccess.com or write to us at: