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Last Updated July 30, 2026

Terms of Service

1. Agreement

These Terms of Service ("Terms") are a legally binding agreement between you and Workspace369 LLC ("Workspace369", "we", "us", "our"), a Florida limited liability company with its registered office at 8225 Emerald Winds Circle, Boynton Beach, FL 33473, USA. They govern your access to and use of the Workspace369 client-work operating system — including the website at workspace369.com, the applications at app.workspace369.com, and related mobile and desktop applications (collectively, the "Service"). By creating an account, accessing, or using the Service, you agree to these Terms and our Privacy Policy. If you use the Service on behalf of a company or other entity, you represent that you have authority to bind that entity, and "you" refers to that entity. If you do not agree, do not use the Service.

2. The Service

The Service provides customer relationship management, projects and tasks, proposals, invoicing and payments, scheduling, a shared inbox with email, SMS, voice and voicemail, AI-assisted summaries and automations, client portals, files, expenses, accounting, reporting, and integrations with third-party services. We may add, change, or remove features over time; we will not materially reduce the core functionality of a paid plan during a paid term without notice.

3. Eligibility and accounts

You must be at least 18 years old and able to form a binding contract to use the Service. You are responsible for the accuracy of your registration information, for safeguarding your credentials, and for all activity under your account, including by workspace members and guests you invite. Workspace owners control member roles and client portal access and are responsible for configuring them appropriately. Notify us promptly at support@workspace369.com of any unauthorized use.

4. Subscriptions, billing, and trials

Paid plans are billed in advance on a recurring basis (monthly or as otherwise stated at checkout) and renew automatically until canceled. Free trials, where offered, convert to paid subscriptions at the end of the trial unless canceled before the trial ends; trial payment methods may be collected at sign-up and charged on conversion. You can cancel at any time in the Service; cancellation takes effect at the end of the current paid term, and the Service remains available until then. Fees are non-refundable except where required by law or expressly stated otherwise. Prices exclude taxes; you are responsible for applicable taxes, duties, and similar charges. We may change prices with at least 30 days' notice, effective on your next renewal. Unpaid amounts may result in suspension of the Service.

5. Payments, Stripe, and Stripe Connect

Processor. Payments for the Service are processed by Stripe, Inc. ("Stripe"). By paying for the Service you agree to be bound by the Stripe Services Agreement. We do not store your full payment card number.

Accepting payments (Stripe Connect). The Service lets you accept payments from your own clients by connecting a Stripe account. By connecting an account, you agree to the Stripe Connected Account Agreement and the Stripe Services Agreement, and you acknowledge that payment processing for those transactions is provided by Stripe, not Workspace369. You are the merchant of record for your sales: you are solely responsible for your products and services, refunds, chargebacks, disputes, taxes, and compliance with card network rules and applicable law. Workspace369 is not a bank, money transmitter, or payment institution, does not hold your funds, and is not a party to transactions between you and your clients.

Application fee. For each transaction processed through your connected Stripe account via the Service, we charge an application fee equal to one percent (1%) of the transaction amount. The application fee is deducted automatically from each transaction before settlement and is in addition to Stripe's processing fees, which are set by and payable to Stripe under your Stripe agreement. Application fees are non-refundable, including in the event of a refund or chargeback of the underlying transaction to the extent permitted by card network rules.

Payouts and reserves. Settlement timing, reserves, and payout schedules are determined by Stripe under your Stripe agreement. We may suspend payment features if Stripe suspends or terminates your connected account or if required for fraud, security, or legal reasons.

6. Customer Data

"Customer Data" means the content you and your workspace members create, upload, or process in the Service, including client records, files, invoices, and the content of communications handled through the Service. You retain all rights in your Customer Data. You grant us a worldwide, non-exclusive, royalty-free license to host, copy, process, transmit, and display Customer Data solely as needed to provide, secure, and improve the Service and to comply with law. You represent and warrant that you have all rights, permissions, and consents necessary to submit Customer Data — including personal data of your clients and contacts — to the Service and to process it as you do. You are responsible for backing up Customer Data you need; we provide export tools and will make your data available for export for a reasonable period after termination.

7. Communications compliance

The Service enables email, SMS/MMS, and voice communications, and may record and transcribe calls and voicemail. You are solely responsible for complying with all laws applicable to your communications, including the Telephone Consumer Protection Act (TCPA), the CAN-SPAM Act, carrier and 10DLC registration requirements, and call-recording consent laws (including two-party-consent states and equivalent foreign laws). You must obtain all consents required from your contacts before messaging or recording them, honor opt-outs promptly, and provide any required disclosures. We may suspend messaging features for excessive complaints, carrier flags, or suspected unlawful use.

8. AI features

AI-assisted features (such as summaries, drafts, and workflow suggestions) are assistive tools. Their output may be inaccurate, incomplete, or inappropriate for your context, and does not constitute professional, legal, financial, or tax advice. You are responsible for reviewing AI output before relying on it or sending it to clients.

9. Third-party services and Google integrations

The Service integrates with third-party services you choose to connect, including Google (Calendar, Meet, and, when enabled, Gmail) and Stripe. Your use of those services is governed by their own terms, including the Google API Terms of Service and the Google API Services User Data Policy. We are not responsible for third-party services, their availability, or their acts or omissions. You may disconnect any integration at any time; disconnecting stops related features and future data access.

10. Acceptable use

You will not, and will not permit anyone to:

  • use the Service for unlawful, fraudulent, deceptive, or harmful purposes, or to send spam or unlawful messages;
  • upload content that is illegal, infringing, defamatory, or malicious, or that contains malware;
  • probe, scan, or test the vulnerability of the Service, interfere with its operation, or access it by means other than our supported interfaces;
  • submit protected health information, cardholder data (outside Stripe fields), government-classified information, or data subject to special regulation unless we have agreed in writing;
  • resell, sublicense, or provide the Service to third parties as a service bureau without our written consent;
  • misrepresent your identity, or use the Service in violation of export control or sanctions laws.

11. Intellectual property

We own the Service, including its software, design, trademarks, and documentation, and all rights not expressly granted to you. These Terms give you a limited, non-exclusive, non-transferable, revocable right to access and use the Service during your subscription for your internal business purposes. You own your Customer Data. If you give us feedback or suggestions, we may use them without restriction or compensation.

12. Confidentiality

Each party may receive non-public information of the other ("Confidential Information"). The receiving party will protect it with at least reasonable care and use it only to perform under these Terms. These obligations do not apply to information that is public without breach, independently developed, rightfully received from a third party, or required to be disclosed by law (with notice where permitted).

13. Term, suspension, and termination

These Terms apply while you use the Service. We may suspend or terminate access immediately for material breach, unlawful use, fraud, non-payment, or risk to the Service or others, and we will provide notice where practicable. You may terminate at any time by canceling your subscription and deleting your account. On termination: your right to access ends; fees already paid are not refunded except as required by law; and we will retain Customer Data for a reasonable export period before deletion, as described in our Privacy Policy. Sections that by their nature should survive (including Customer Data licenses for operation, payment obligations, disclaimers, limitations of liability, indemnities, and dispute terms) survive termination.

14. Disclaimers

TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE", WITH ALL FAULTS AND WITHOUT WARRANTY OF ANY KIND. WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, AND ANY WARRANTY ARISING FROM COURSE OF DEALING OR USAGE OF TRADE. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE, OR THAT AI OUTPUT OR COMMUNICATION DELIVERY WILL BE ACCURATE OR TIMELY.

15. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW: (A) NEITHER PARTY WILL BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE, DATA, GOODWILL, OR BUSINESS OPPORTUNITY, EVEN IF ADVISED OF THEIR POSSIBILITY; AND (B) WORKSPACE369'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THE SERVICE OR THESE TERMS WILL NOT EXCEED THE AMOUNTS YOU PAID US FOR THE SERVICE IN THE TWELVE (12) MONTHS BEFORE THE EVENT GIVING RISE TO LIABILITY. THESE LIMITS DO NOT APPLY TO LIABILITY THAT CANNOT BE LIMITED BY LAW, TO YOUR PAYMENT OBLIGATIONS, OR TO YOUR BREACH OF THE ACCEPTABLE USE OR COMMUNICATIONS COMPLIANCE SECTIONS.

16. Indemnification

You will defend, indemnify, and hold harmless Workspace369 and its officers, directors, employees, and agents from and against any third-party claims, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or relating to: your Customer Data; your products, services, and transactions with your clients (including refunds, chargebacks, and tax obligations); your communications through the Service (including alleged TCPA, messaging-consent, or call-recording violations); or your breach of these Terms or applicable law. We will promptly notify you of any claim, give you reasonable cooperation, and allow you to control the defense, subject to our right to participate with counsel of our choice.

17. Governing law and disputes

These Terms are governed by the laws of the State of Florida, USA, without regard to conflict-of-laws rules. Except for claims that qualify for small-claims court and claims for injunctive relief relating to intellectual property or misuse of the Service, any dispute arising out of or relating to these Terms or the Service will be resolved by final and binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules, seated in Palm Beach County, Florida, in English, before a single arbitrator. YOU AND WORKSPACE369 AGREE THAT DISPUTES WILL BE BROUGHT ONLY IN AN INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY CLASS, CONSOLIDATED, OR REPRESENTATIVE ACTION. You may opt out of arbitration by emailing support@workspace369.com within 30 days of first accepting these Terms. If you opt out, or if this arbitration provision is found unenforceable, disputes will be brought exclusively in the state or federal courts located in Palm Beach County, Florida, and the parties consent to their jurisdiction. Where applicable law gives you a non-waivable right to bring claims in your local courts, this section applies only to the extent permitted by that law.

18. International use and export controls

The Service is offered worldwide from the United States. You are responsible for complying with local laws applicable to your use, including data protection, communications, tax, and invoicing rules in your jurisdiction. You represent that you are not located in, organized in, or a resident of any country or region subject to comprehensive US sanctions, and that you are not on any US government restricted party list. You will not use, export, or re-export the Service in violation of US export control or sanctions laws.

19. General

We may update these Terms from time to time; we will post the updated version with a new "Last Updated" date and, for material changes, provide additional notice. Continued use after the effective date constitutes acceptance. If any provision is unenforceable, the rest remain in effect. Our failure to enforce a provision is not a waiver. You may not assign these Terms without our consent; we may assign them in connection with a merger, acquisition, or sale of assets. These Terms, together with the Privacy Policy and any order or plan terms, are the entire agreement between you and Workspace369 regarding the Service and supersede prior discussions.

20. Contact

Workspace369 LLC, 8225 Emerald Winds Circle, Boynton Beach, FL 33473, USA. Legal notices and questions: support@workspace369.com.