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Terms of Service

Effective Date: 18 August 2025

Introduction

Welcome to OnboardMe (the "App", "Service"). These Terms of Service ("Terms") constitute a legally binding agreement between you ("User", "you") and OnboardMe Pty Ltd ("we", "us", "our").

By accessing, registering, or using the Service, you acknowledge that you have read, understood, and agreed to these Terms. If you do not agree, you must not use the App.

Scope of Service

OnboardMe provides a cloud-based platform to support client onboarding, engagement management, and compliance processes for professional service firms. We do not provide accounting, taxation, financial, or legal advice. Any reliance on outputs, reports, or templates generated by the App is at your own discretion and risk.

Modifications to Terms and Service

We may update these Terms or modify features of the Service from time to time. Updated Terms will be effective when posted on this page. Continued use constitutes acceptance of the updated Terms.

Accounts, Access, and Security

To access the Service, you may be required to create an account. You are responsible for maintaining the confidentiality of your login credentials and for all activity occurring under your account.

  • You must provide accurate and current registration information.
  • You must notify us immediately of any unauthorised use of your account.
  • We are not liable for losses caused by your failure to safeguard credentials.

User Responsibilities

You agree to:

  • Ensure all data you provide is accurate, lawful, and authorised.
  • Comply with all applicable privacy, tax, financial, and anti-money laundering laws when using the Service.
  • Obtain consent from your clients before submitting their personal data into the App.
  • Not misuse, interfere with, or disrupt the App or its systems.

Restrictions of Use

You must not:

  • Use the Service for any unlawful, fraudulent, or harmful purpose.
  • Reverse engineer, decompile, or copy the Service’s source code.
  • Use automated means (bots, scrapers) to access data from the App.
  • Introduce malware, viruses, or harmful code into the Service.

Subscription, Fees, and Payments

Access to certain features may require a paid subscription. By subscribing, you agree to pay all fees in accordance with the pricing plan selected.

  • Subscription fees are billed in advance and are non-refundable, except as required by law.
  • Failure to pay fees may result in suspension or termination of your account.
  • Prices are subject to change with notice. Continued use after notice constitutes acceptance of new pricing.

Service Availability and Uptime

While we use best efforts to maintain availability of the Service, we do not guarantee uninterrupted access. Scheduled maintenance, updates, or unforeseen outages may temporarily limit access.

Data Protection and Privacy

Your use of the Service is also governed by our Privacy Policy. By using the Service, you consent to the collection, storage, and use of your data as described in that policy.

We store all user and client data onshore in Australia (AWS Sydney) with AES-256 encryption at rest and TLS encryption in transit. You acknowledge that no method of electronic storage or transmission is 100% secure.

Confidentiality

Both parties agree to treat all non-public information exchanged under these Terms as confidential. Confidential information must not be disclosed to third parties except as required by law or with prior written consent.

Termination

We may suspend or terminate your access at any time if you breach these Terms, fail to pay fees, or if required by law. Upon termination, your right to use the Service will immediately cease. Certain provisions (including liability, indemnity, and confidentiality) survive termination.

Intellectual Property

All intellectual property in the Service, including software, content, and trademarks, remain the property of OnboardMe or its licensors. No rights are transferred except as expressly granted under these Terms.

Disclaimer of Warranties

The Service is provided on an "as is" and "as available" basis. We make no representations or warranties of any kind, express or implied, including fitness for a particular purpose, accuracy, or non-infringement. We do not warrant that the Service will be error-free or continuously available.

Limitation of Liability

To the maximum extent permitted by law, OnboardMe shall not be liable for indirect, incidental, special, or consequential damages, loss of profits, data loss, or business interruption. Our total aggregate liability for any claim shall not exceed the fees paid by you in the preceding 12 months.

Indemnification

You agree to indemnify and hold harmless OnboardMe, its affiliates, directors, officers, employees, and agents from any claims, damages, or liabilities arising from your use of the Service, breach of these Terms, or violation of applicable law.

Governing Law and Jurisdiction

These Terms are governed by the laws of South Australia, Australia. Any disputes shall be subject to the exclusive jurisdiction of the courts of South Australia.

Contact Information

If you have any questions about these Terms, please contact us: