Terms of Service

1. ScopeLynx

ScopeLynx provides software designed to help accounting firms assess engagement scope, estimate delivery cost, develop pricing, create quotes, establish engagement baselines, review profitability and identify potential scope or pricing changes over time.

2. Eligibility and authority

You must be legally able to enter into a binding agreement to use ScopeLynx. If you use ScopeLynx for a firm, company or other organization, “you” includes that organization, and you represent that you are authorized to accept these Terms for it.

3. Accounts and authorized users

You are responsible for the accuracy of account information and for maintaining the confidentiality of login credentials. You are responsible for activity conducted through your account and for ensuring that authorized users comply with these Terms.

You must promptly notify ScopeLynx if you believe an account or credential has been compromised. Account access may be limited by the user, client or other capacity associated with your subscription plan.

4. Trials, subscriptions and billing

ScopeLynx may offer free trials or promotional pricing. The duration and terms presented when you enroll control that offer. Unless otherwise stated at signup, promotional or founding pricing may remain subject to the conditions disclosed with that offer.

Paid subscriptions are billed according to the billing cycle and price shown when you subscribe. You authorize ScopeLynx and its payment processor to charge the payment method associated with your subscription for applicable recurring fees, taxes and authorized charges.

Unless otherwise stated in writing, subscription fees are non-refundable except where required by law. You may cancel a subscription in accordance with the cancellation options made available in your account or by contacting ScopeLynx. Cancellation stops future renewal charges but does not ordinarily create a refund for a billing period already paid.

We may change future subscription prices or plan limits by providing reasonable notice. A price change will not retroactively change fees already paid for a completed billing period.

5. Customer data and content

As between you and ScopeLynx, you retain your rights in information, documents and other content that you or your authorized users submit to the service (“Customer Data”). You grant ScopeLynx a limited right to host, copy, transmit, process, display and otherwise use Customer Data as necessary to provide, secure, support and maintain the service and as otherwise described in our Privacy Policy.

You represent that you have the rights, permissions and lawful authority needed to submit Customer Data to ScopeLynx and permit us to process it under these Terms.

6. Client and prospect information

ScopeLynx is designed for accounting firms, and Customer Data may include information concerning a firm's clients and prospects. You are responsible for determining what information is appropriate to collect and upload and for complying with your professional, contractual and legal obligations relating to that information.

You should not upload Social Security numbers, complete payment-card numbers, passwords, authentication secrets or other highly sensitive information unless ScopeLynx expressly provides a feature intended to receive that category of information.

7. AI-assisted features

ScopeLynx may use artificial intelligence or machine-learning technology to analyze documents and information, identify patterns, generate summaries or suggestions, and assist with pricing and profitability workflows. AI-assisted output is generated from the information available to the system and may be incomplete, inaccurate or unsuitable for a particular engagement.

You are responsible for reviewing AI-assisted output and for decisions made using it. ScopeLynx does not guarantee that an AI-generated conclusion, extracted value, recommendation or forecast is accurate.

8. Pricing recommendations and professional judgment

ScopeLynx is a decision-support tool. Pricing calculations and recommendations depend on assumptions, data, workload estimates, internal costs, overhead, margin targets and other information supplied by users or derived from available data. Actual engagement cost, workload, profitability and results may differ.

You remain solely responsible for determining the prices you charge, services you offer, engagement terms you accept, staffing decisions you make and actions you take in response to ScopeLynx information.

9. No accounting, tax, legal or financial advice

ScopeLynx provides software and business decision-support functionality. It does not provide legal, tax, accounting, investment, financial or other regulated professional advice to you or your clients. Information produced by the service is not a substitute for professional judgment or advice from an appropriately qualified professional.

10. Acceptable use

You may not use ScopeLynx to:

• violate applicable law or another person's rights;
• access or attempt to access accounts, systems or data without authorization;
• introduce malware, malicious code or harmful content;
• interfere with the security, integrity, performance or operation of the service;
• circumvent usage limits, access controls or security measures;
• reverse engineer, scrape or systematically extract the service except to the extent a restriction is prohibited by law;
• resell, sublicense or provide ScopeLynx as a service bureau unless we have agreed otherwise in writing;
• upload content you do not have the right to use; or
• use the service to facilitate fraud, deception, unlawful discrimination or other unlawful conduct.

11. ScopeLynx intellectual property

ScopeLynx and its licensors retain all rights in the software, website, designs, workflows, interfaces, documentation, trademarks, logos and other materials provided by ScopeLynx, excluding Customer Data. These Terms give you a limited, non-exclusive, non-transferable right to use the service during an active trial or subscription in accordance with your plan and these Terms.

12. Feedback

If you voluntarily provide suggestions, ideas or feedback about ScopeLynx, you permit us to use that feedback without restriction or compensation, provided that doing so does not give us ownership of your Customer Data.

13. Third-party services

ScopeLynx may depend on or integrate with third-party services such as hosting, payment processing, email, artificial-intelligence services or accounting-related integrations. Your use of a third-party service may also be governed by that provider's terms. We are not responsible for third-party products or services that we do not control.

14. Service changes and availability

We may modify, improve, add or remove features as ScopeLynx evolves. We may also perform maintenance or suspend access when reasonably necessary for security, legal, operational or technical reasons. We do not guarantee uninterrupted or error-free availability.

15. Suspension and termination

We may suspend or terminate access if you materially violate these Terms, fail to pay applicable fees, create a security or legal risk, misuse the service, or if continued service is no longer reasonably possible. Where appropriate, we may provide notice and an opportunity to cure before termination.

You may stop using ScopeLynx at any time. Sections that by their nature should survive termination—including provisions concerning ownership, payment obligations, disclaimers, limitations of liability, indemnification and dispute terms—will survive.

16. Confidentiality

Each party may receive non-public information from the other that reasonably should be understood to be confidential. The receiving party will use reasonable care to protect confidential information and will use it only as necessary to perform under these Terms, except where disclosure is authorized by the disclosing party or required by law.

17. Security

ScopeLynx uses safeguards designed to protect the service and information processed through it. You are also responsible for maintaining appropriate security for your devices, credentials, users and data. No internet-based service can guarantee absolute security.

18. Disclaimer of warranties

TO THE MAXIMUM EXTENT PERMITTED BY LAW, SCOPELYNX IS PROVIDED “AS IS” AND “AS AVAILABLE.” SCOPELYNX DISCLAIMS WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, COMPLETELY SECURE OR THAT OUTPUTS, RECOMMENDATIONS OR CALCULATIONS WILL PRODUCE A PARTICULAR BUSINESS OR FINANCIAL RESULT.

19. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, SCOPELYNX WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE, BUSINESS, GOODWILL OR DATA, ARISING OUT OF OR RELATED TO THE SERVICE OR THESE TERMS.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, SCOPELYNX'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THE SERVICE OR THESE TERMS WILL NOT EXCEED THE AMOUNT YOU PAID TO SCOPELYNX FOR THE SERVICE DURING THE 12 MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM. IF YOU HAVE NOT PAID SCOPELYNX, THE MAXIMUM AGGREGATE LIABILITY WILL BE $100.

Some jurisdictions do not allow certain warranty exclusions or limitations of liability, so portions of these limitations may not apply to you.

20. Indemnification

To the extent permitted by law, you agree to defend, indemnify and hold harmless ScopeLynx and its owners, officers, employees and agents from third-party claims, damages, liabilities, costs and reasonable attorneys' fees arising from your Customer Data, your unlawful or unauthorized use of the service, your violation of these Terms, or your violation of another person's rights.

21. Governing law and venue

These Terms are governed by the laws of the State of Ohio, without regard to conflict-of-law principles. To the extent a dispute is permitted to be brought in court, you and ScopeLynx consent to the exclusive jurisdiction of the state and federal courts located in Ohio, subject to any mandatory law that requires otherwise.

22. Changes to these Terms

We may update these Terms as the service or applicable requirements change. We will post the updated Terms and revise the effective date. If a change is material, we may provide additional notice when appropriate. Continued use of ScopeLynx after updated Terms become effective constitutes acceptance of the updated Terms to the extent permitted by law.

23. General terms

These Terms, together with the Privacy Policy and any order or subscription terms presented to you, form the agreement governing your use of ScopeLynx. If any provision is held unenforceable, the remaining provisions will remain in effect. A failure to enforce a provision is not a waiver. You may not assign these Terms without our consent except as permitted by law; ScopeLynx may assign them in connection with a merger, acquisition, reorganization or sale of substantially all relevant assets.

24. Contact

Questions about these Terms can be submitted through our contact page.

ScopeLynx
Ohio, United States