ScalingCFO End-User License Agreement
Effective date: September 21, 2026
Operator: Zonda Strategic Consulting LLC, operating as Ascend Growth Ventures under the ScalingCFO brand ("ScalingCFO," "we," "us").
1. Agreement and eligibility
This agreement governs access to ScalingCFO's hosted business software, including dashboards, assessments, Eli AI, connected-data features and generated reports or artifacts (the "Service"). By accepting it during registration or another clearly identified acceptance step, you agree to these terms. You must be of legal age to enter a contract. If acting for a business, you confirm authority to bind it; "you" includes that business and its authorized users.
A signed engagement, order form or other separately accepted commercial agreement controls any conflicting terms for the services it covers, including fees, scope, refunds and expressly agreed guarantees. This agreement does not cancel applicable advisory or audit guarantees. The Privacy Policy explains personal-data practices; accepting this agreement is not blanket consent to unrelated processing.
2. Access and permitted use
While authorized to use the Service, you receive a limited, nonexclusive, nontransferable license to access it for your business's internal purposes. Advisors may use it for clients who authorize that access. You may share your reports with authorized staff and professional advisors, subject to confidentiality and third-party rights.
We retain ownership of the software, underlying tools, templates and branding. You must not resell access, share individual credentials, circumvent access restrictions, access another client's data without permission, introduce malicious code or misuse the Service unlawfully. Reverse engineering is prohibited except where applicable law permits it.
3. Accounts and company permissions
Provide accurate account details, safeguard credentials and promptly report suspected unauthorized access. You are responsible for permissions and invitations you authorize and for obtaining any notices, permissions or lawful basis needed to provide data about employees, customers or others.
Connecting books or inviting an advisor requires authority from the relevant business. Check that the selected accounting company matches the intended ScalingCFO client. Advisors may access only clients and functions for which they are authorized; association with an advisory practice alone does not grant access to every client. Request assistance when available controls do not allow a needed permission change.
4. Your data and our limited permission
You and your licensors retain rights in books, uploads, assessment responses, messages and other content you provide or authorize us to retrieve ("Customer Data"). You grant us permission to host, copy, process, transmit and display Customer Data only as needed to deliver your requested Service, maintain and secure it, provide authorized support and comply with law. This includes using service providers for those purposes as described in the Privacy Policy.
This permission does not authorize us to publish your books, use private content in marketing or train general-purpose AI models on your private content. Any additional use requires a separate lawful basis and disclosures or permission where required. Provider processing practices are described separately; this clause is not a representation that every provider has zero retention. Product improvement using aggregate or de-identified information must follow the Privacy Policy and applicable law; replacing a company name alone does not de-identify its data.
5. Connected services
Connections such as QuickBooks require a valid third-party account and your authorization of the requested access. Third-party terms also apply. ScalingCFO is independent of Intuit; Intuit does not provide or warrant ScalingCFO.
You may revoke a connection through the provider's controls or available ScalingCFO controls. Revocation prevents further authorized retrieval but does not automatically erase information already imported, reports or artifacts. Deletion requests follow the Privacy Policy.
Data availability and accuracy depend partly on source records, permissions and sync timing. Review mappings and reconcile significant figures with source books. Integrations may change or become unavailable; future accounting or CRM connectors are not included until expressly offered. No planned infrastructure or AI-provider migration is a promise of a release date or particular capability.
6. Eli and generated artifacts
Eli and generated analyses may be incomplete, inaccurate or inconsistent. Review outputs against relevant source information before relying on them, sharing them or making consequential decisions. Automated output alone is not a substitute for professional judgment and does not establish an advisory, fiduciary, legal or tax engagement.
As between you and ScalingCFO, to the extent legally possible, we assign you any rights we hold in output generated specifically for you. We retain pre-existing software, templates and tools and grant permission to use any such material embedded in your output as part of that output. Third-party rights still apply. We do not promise copyright protection, uniqueness or freedom from third-party claims; other users may receive similar output.
7. Preview features and commercial terms
Features identified as development, pilot, preview or beta may change, experience interruptions or be withdrawn. Keep your own source records and verify results. Preview status does not remove privacy obligations or rights that law preserves.
Fees, renewal, cancellation, refunds and included features are those disclosed and accepted in the applicable offer or agreement. Future subscription tiers, dashboard-only access and additional advisor services are not promised by this agreement. We will not impose new paid terms without the agreement or notice required by the applicable contract and law.
8. Suspension, termination and data
You may stop using the Service and request account closure, subject to existing payment obligations. We may reasonably suspend or terminate access for material breach, nonpayment under agreed terms, legal requirements or a material security threat. Where practicable, we will explain the reason and allow an opportunity to remedy a remediable breach; urgent protective action may occur first.
Before closure, use available exports or request assistance obtaining your data. On service discontinuation, we will provide reasonable notice and an opportunity to request export where practicable and lawful. We do not promise an unimplemented export format or indefinite access. Retention, deletion, backup handling and lawful exceptions follow the Privacy Policy and applicable agreement.
9. Changes
We may update this agreement and its effective date. We will give reasonable advance notice of material changes through the Service or account contact details, except where urgent legal or security needs require earlier action. We will obtain renewed acceptance where required. Changes do not retroactively remove accrued rights or authorize undisclosed new data uses.
10. Warranties
We will provide the Service with reasonable care and skill. Except for express commitments and rights that cannot lawfully be excluded, it is provided as available without additional implied warranties, including merchantability or fitness for a particular purpose. We do not guarantee uninterrupted operation or particular financial results.
11. Liability and general terms
To the extent permitted by law, neither party is liable for indirect or consequential losses arising from this agreement. Each party's total liability is limited to the greater of $100 or the Service fees you paid or owed us for the twelve months preceding the event giving rise to the claim. These exclusions and limits do not apply to fraud, willful misconduct, gross negligence or liability that law prohibits limiting, and do not extinguish payment obligations or expressly agreed remedies or guarantees.
Mandatory legal rights remain unaffected. No compulsory arbitration or exclusive court jurisdiction is imposed by this agreement. If a provision is unenforceable, the remaining provisions continue to apply. Terms concerning ownership, accrued payments and liabilities survive termination to the extent necessary to give them effect.
Contact: support@ascendgrowthventures.com. Postal address: 460 Franklin St Unit 220, Framingham, MA 01702.