End-User License Agreement

Effective Date: June 1, 2026

This End-User License Agreement ("Agreement") is a legal agreement between you ("Subscriber") and TheCFObox LLC, a South Carolina limited liability company ("TheCFObox"), governing your use of the software products provided by TheCFObox (the "Software"). By purchasing a subscription or using the Software, you agree to be bound by the terms of this Agreement.

1. Subscription License

TheCFObox grants Subscriber a non-exclusive, non-transferable license to install and use the Software on a single hosted server instance for Subscriber's internal business purposes. This license is conditioned upon maintenance of an active paid subscription and compliance with all terms of this Agreement.

The license is per QuickBooks Online company connection. Each QBO company requires a separate subscription.

2. Subscription Terms and Billing

The Software is available on a subscription basis with the following options:

Monthly: Billed month-to-month. Subscriber may cancel at any time.
Annual: Billed upfront for a full 12-month period at a discounted rate. Annual subscriptions are non-refundable.

Current pricing is published at thecfobox.com. TheCFObox reserves the right to change pricing with 30 days written notice to active Subscribers.

3. Cancellation and Access

Subscriber may cancel their subscription at any time through the Stripe customer portal. Upon cancellation:

Access to the Software continues through the end of the current billing period
No refunds are issued for unused portions of monthly or annual subscriptions
After the billing period ends, the Software will require an active subscription to operate
Subscriber's data remains on Subscriber's server and is not deleted by TheCFObox

4. Data Ownership and Privacy

    Subscriber retains full ownership of all financial data processed, stored, or generated by the Software. The Software runs on infrastructure owned or controlled by Subscriber (or a third-party hosting provider selected by Subscriber). TheCFObox has no access to, no copy of, and no interest in Subscriber's financial data. This is a technical reality of the self-hosted architecture, not merely a policy statement.
  

TheCFObox does not collect, store, sell, license, or otherwise monetize Subscriber's financial or business data under any circumstances.

5. Ownership and Intellectual Property

The Software is licensed, not sold. TheCFObox retains all right, title, and interest in and to the Software, including all intellectual property rights. Subscriber receives no ownership interest in the Software by virtue of this Agreement.

6. Automatic Updates

TheCFObox provides automatic software updates to active Subscribers at no additional charge. Updates are delivered through an automated mechanism. Continued functionality and security of the Software may depend on applying updates when available. Subscribers who cancel their subscription will no longer receive updates.

7. Onboarding Services

All new Subscribers receive a Chart of Accounts review prior to provisioning. This review is included in the subscription and is required to ensure the Software operates correctly with Subscriber's QuickBooks configuration. Additional consulting services are available separately.

8. Restrictions

Subscriber shall not:

Sublicense, sell, rent, lease, transfer, or distribute the Software to any third party without written authorization from TheCFObox
Modify, reverse engineer, decompile, or disassemble the Software
Remove or alter any proprietary notices, labels, or marks on the Software
Install the Software on more than one server instance per subscription without obtaining additional subscriptions
Share login credentials with unauthorized users

Authorized channel partners and resellers operate under separate agreements and are not subject to the sublicense restriction above.

9. Warranty Disclaimer

THE SOFTWARE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. THECFOBOX DOES NOT WARRANT THAT THE SOFTWARE WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF HARMFUL COMPONENTS.

10. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL THECFOBOX BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR BUSINESS, ARISING OUT OF OR RELATED TO THIS AGREEMENT OR THE USE OF THE SOFTWARE. THECFOBOX'S TOTAL AGGREGATE LIABILITY UNDER THIS AGREEMENT SHALL NOT EXCEED THE TOTAL SUBSCRIPTION FEES PAID BY SUBSCRIBER IN THE THREE (3) MONTHS PRECEDING THE CLAIM.

11. Term and Termination

This Agreement remains in effect for as long as Subscriber maintains an active subscription. TheCFObox may terminate this Agreement immediately if Subscriber materially breaches any term hereof. Upon termination, Subscriber shall cease all use of the Software. Subscriber's data remains on Subscriber's server and is unaffected by termination.

12. Governing Law

This Agreement shall be governed by the laws of the State of South Carolina. Any disputes shall be subject to the exclusive jurisdiction of the state and federal courts in Charleston County, South Carolina.

13. Changes to This Agreement

TheCFObox may update this Agreement from time to time. Subscribers will be notified of material changes by email. Continued use of the Software after the effective date of changes constitutes acceptance of the updated Agreement.

14. Contact

TheCFObox LLC
Charleston, South Carolina
hello@thecfobox.com