Terms of Service

Effective date: July 15, 2026  ·  Gabriel & Associates LLC  ·  Last reviewed: June 2026

1. Acceptance of Terms

By accessing or using CashPulse ("the Service"), you agree to be bound by these Terms of Service and our Privacy Policy, which is incorporated by reference. If you do not agree, do not use the Service. These Terms apply to all users, including clients and bookkeeping staff.

2. Description of Service

CashPulse is a done-for-you bookkeeping client portal. Your bookkeeper (Gabriel & Associates LLC) maintains your financial records, reconciles accounts, publishes reports, and manages your chart of accounts. As a client, you have access to your reports, live dashboard, document storage, invoice tools, and the ability to request consultations. The scope of bookkeeping services is governed by your separate service agreement with Gabriel & Associates LLC.

3. Account Registration and Security

• You must provide accurate information when your account is created.
• You are responsible for maintaining the confidentiality of your login credentials.
• You must notify us immediately of any unauthorized access to your account.
• You may not share your account with others or allow third parties to access your account.
• One account per client business entity. Additional users may be added at your bookkeeper's discretion.

4. Acceptable Use

You agree not to:

• Upload documents that contain malware, illegal content, or material that infringes on third-party rights.
• Attempt to gain unauthorized access to other clients' data or to the server infrastructure.
• Use the Service for any purpose that violates applicable law.
• Reverse engineer, decompile, or attempt to extract the source code of the Service.
• Use automated tools (bots, scrapers) to access the Service without prior written consent.

5. Financial Information Disclaimer

CashPulse provides bookkeeping records and financial summaries for informational purposes only. The information does not constitute legal, tax, investment, or financial advice. You should consult a licensed CPA, tax advisor, or financial professional for advice specific to your situation. AI-generated insights are for informational purposes only and may not account for all relevant circumstances.

6. Subscription and Billing

Access to CashPulse requires an active paid subscription at the applicable tier rate.

• Free trial: New clients receive a 14-day free trial. No payment is required during the trial. Your card on file will be charged automatically at the end of the trial period unless you cancel before it ends.
• Billing cycle: Subscriptions are billed monthly (or annually, if the annual option is selected). The billing date is the date your trial ends or, for non-trial signups, the date of your first payment.
• Payment processing: Payments are processed by Stripe. By subscribing, you authorize Stripe to charge the payment method on file on each billing date.
• Failed payments: If a payment fails, we will retry up to three times over seven days. Access may be suspended if payment cannot be collected.
• Price changes: We will give you at least 30 days' notice before changing your subscription price. Continued use after the effective date constitutes acceptance.

7. Cancellation

Upon cancellation:

• Your portal access will be suspended at the end of the billing period.
• Your financial data is retained for 30 days after cancellation, during which you may request an export. After 30 days, account data may be purged from active systems (subject to legal retention requirements for financial records).
• Cancellation of the portal subscription does not automatically cancel any separate bookkeeping service agreement you have with Gabriel & Associates LLC — that must be cancelled separately.

8. Refund Policy

All subscription fees are non-refundable except as follows:

• Free trial cancellation: If you cancel before the trial period ends, you will not be charged.
• Service outage: If CashPulse is unavailable for more than 24 consecutive hours in a given billing month due to causes within our control, you may request a prorated credit for the affected days. Credits are applied to the next billing cycle and are not paid out as cash.
• Billing errors: If you were charged incorrectly, contact us within 30 days and we will issue a full refund for the erroneous charge.

To request a refund or credit, email info@tfg-trinity-financial-group.org within 30 days of the charge in question.

9. Data and Privacy

Your use of the Service is also governed by our Privacy Policy. By using the Service, you consent to the collection and use of your information as described in that policy. Your financial data belongs to you — we claim no ownership over documents, records, or financial information you provide.

10. Intellectual Property

The CashPulse platform, including its software, design, and branding, is owned by Gabriel & Associates LLC. You are granted a limited, non-exclusive, non-transferable license to access and use the Service for your internal business purposes only.

11. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, GABRIEL & ASSOCIATES LLC, ITS OFFICERS, EMPLOYEES, AND SERVICE PROVIDERS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES — INCLUDING LOSS OF PROFITS, LOSS OF DATA, LOSS OF GOODWILL, OR BUSINESS INTERRUPTION — ARISING OUT OF OR IN CONNECTION WITH YOUR USE OF OR INABILITY TO USE THE SERVICE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

OUR TOTAL AGGREGATE LIABILITY TO YOU FOR ALL CLAIMS ARISING FROM THESE TERMS OR THE SERVICE SHALL NOT EXCEED THE TOTAL FEES PAID BY YOU TO US IN THE THREE (3) CALENDAR MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

Some jurisdictions do not allow exclusion of certain warranties or limitation of liability. In such jurisdictions, our liability is limited to the greatest extent permitted by law.

12. Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF HARMFUL COMPONENTS.

13. Termination by Us

We may suspend or terminate your access to the Service immediately if you violate these Terms, fail to pay applicable fees, or engage in conduct that is harmful to other users or to the integrity of the Service. We will make reasonable efforts to notify you before suspension except where immediate action is required to protect security or other users.

14. Governing Law and Disputes

These Terms are governed by the laws of the state in which Gabriel & Associates LLC is registered, without regard to conflict of law principles. Any dispute arising from or relating to these Terms or the Service shall first be submitted to good-faith mediation before either party initiates litigation or arbitration.

15. Changes to Terms

We may update these Terms from time to time. We will notify you of material changes by email or through the portal at least 30 days before the changes take effect. Continued use of the Service after the effective date constitutes acceptance of the updated Terms.

16. Contact

Questions about these Terms?

• Primary: info@tfg-trinity-financial-group.org
• Backup: gabrielandassociatesllc@gmail.com

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