Terms of Service

Last updated: June 7, 2026

These Terms of Service ("Terms") govern your access to and use of the websites, software, and services provided by Tap Strategies, LLC ("Tap Strategies," "we," "us," or "our"). By engaging our services, using our software, or authorizing a connection to a third-party system through us, you agree to these Terms. If you are agreeing on behalf of a company, you represent that you have authority to bind that company.

1. Our services

Tap Strategies builds custom software and technology solutions for its clients, which may include securely connecting to and analyzing data from the business systems a client authorizes. The specific scope, fees, and deliverables of any engagement are defined in a separate agreement or statement of work ("Engagement Agreement") between Tap Strategies and the client.

2. Authorization to connect accounts

To provide our services, a client may authorize Tap Strategies to connect to third-party systems (such as QuickBooks Online via Intuit) on the client's behalf. By initiating a connection, you represent that you are authorized to grant access to that account and its data, and you authorize us to read the data needed to provide the solution. You may revoke this authorization at any time, through the provider or by contacting us.

3. Client responsibilities

• Provide accurate information and maintain the security of your own accounts and credentials.
• Ensure you have the right and authority to connect any account and to share any data you provide to us.
• Use our software and outputs as decision-support tools, applying your own business judgment.

4. Data & privacy

Our handling of data is described in our Privacy Policy, which is incorporated into these Terms. Where we process a client's business data on the client's behalf, that processing is governed by the Engagement Agreement and any applicable data processing terms. We use client business data only to provide our services to that client, and we do not sell it.

5. Third-party services

Our services may connect to or rely on third-party platforms (for example, Intuit/QuickBooks Online). Those platforms are governed by their own terms and privacy policies, and their availability and behavior are outside our control. We are not responsible for third-party services, and your use of them is at your own risk and subject to their terms.

6. Intellectual property

Tap Strategies retains all rights to its software, dashboards, templates, methodologies, frameworks, and other materials it creates, except as expressly agreed in an Engagement Agreement. Clients retain ownership of their own underlying business data.

7. Confidentiality

We treat client business data and other non-public information as confidential and use reasonable measures to protect it, disclosing it only as needed to provide our services or as required by law.

8. Disclaimer of warranties

OUR SOFTWARE, DASHBOARDS, AND SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND. TO THE MAXIMUM EXTENT PERMITTED BY LAW, TAP STRATEGIES DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, OR THAT OUTPUTS WILL BE ACCURATE OR COMPLETE, OR THAT CONNECTED THIRD-PARTY SYSTEMS WILL BE CONTINUOUSLY AVAILABLE.

Our dashboards and analytics are intended to support — not replace — professional judgment. Tap Strategies does not provide accounting, tax, legal, or investment advice.

9. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, TAP STRATEGIES WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR EXEMPLARY DAMAGES, OR FOR ANY LOST PROFITS, LOST REVENUE, OR LOSS OF DATA, OR FOR ANY LOSS ARISING FROM BUSINESS DECISIONS MADE IN RELIANCE ON OUR SERVICES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. TAP STRATEGIES' TOTAL AGGREGATE LIABILITY FOR ANY CLAIM ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICES WILL NOT EXCEED THE FEES PAID TO TAP STRATEGIES FOR THE SERVICES GIVING RISE TO THE CLAIM IN THE TWELVE (12) MONTHS PRECEDING THE EVENT.

10. Indemnification

You agree to indemnify and hold harmless Tap Strategies from any claims, damages, or expenses arising from (a) data you provide to us, (b) your authorization to connect any account, (c) your use of the services, or (d) your violation of these Terms or applicable law. Tap Strategies agrees to indemnify you against third-party claims that our proprietary software, as delivered, infringes that third party's intellectual property rights, subject to the limitations in these Terms.

11. Term & termination

Either party may end an engagement as provided in the applicable Engagement Agreement. On termination, we will stop accessing connected systems and will delete or return client data as described in our Privacy Policy. Provisions that by their nature should survive termination (including Sections 6–10 and 12) will survive.

12. Governing law & venue

These Terms are governed by the laws of the State of Texas, without regard to its conflict-of-laws rules. The state and federal courts located in Texas will have exclusive jurisdiction over any dispute arising out of or relating to these Terms, and you consent to that jurisdiction and venue.

13. Precedence

If there is a conflict between these Terms and a signed Engagement Agreement between you and Tap Strategies, the signed Engagement Agreement controls with respect to the subject matter of that conflict.

14. Changes to these Terms

We may update these Terms from time to time. Material changes will be reflected by updating the "Last updated" date above, and where appropriate we will provide notice to active clients.

15. General

These Terms, together with any Engagement Agreement and our Privacy Policy, are the entire agreement between you and Tap Strategies regarding their subject matter. If any provision is found unenforceable, the remaining provisions remain in effect. Our failure to enforce any provision is not a waiver. You may not assign these Terms without our consent; we may assign them to an affiliate or in connection with a merger or sale. Neither party is liable for failures caused by events beyond its reasonable control (force majeure).

16. Contact us

Questions about these Terms? Email chris@tapstrategiesgroup.com.