Custom Dashboards Terms of Use

Effective date: October 28, 2026

These Terms of Use ("Terms") are an agreement between you and Joelynn Solutions LLC, doing business as The Back Office ("we," "us," "our"). They cover your purchase and use of Custom Dashboards, including the dashboard template, Course 1 and any future lessons, the community, and any upgrades (together, the "Product").

1. Agreement to these Terms

By completing your purchase, you agree to these Terms. If you don't agree, please don't purchase. You must be at least 18 and able to enter into a binding agreement, and if you're buying for a business, you confirm you're authorized to agree on its behalf.

2. Your license

When you purchase, and as long as you've paid in full and follow these Terms, we give you a non-exclusive, non-transferable license to use the dashboard template inside your own bookkeeping or accounting firm.

You may:

  • Use your copy of the dashboards with as many of your own clients as you like.

  • Let your own employees and contractors use your firm's copy while they work for your firm.

  • Customize your copy, change its design, and build new charts in it.

You may not:

  • Sell, resell, sublicense, or rent the template, in its original or a modified form.

  • Give, share, or send the template, the course videos, or any other Product materials to anyone outside your firm, whether free or paid.

  • Use the template to build a competing dashboard product to sell or give away to other bookkeepers or firms.

  • Share your community or course login with anyone else.

All rights not given to you here stay with us. The template, course content, and Product materials are our property and are protected by copyright and other laws. If you break these license rules, we may remove your access to the community, course, and future upgrades without a refund, and we may take any other steps the law allows to protect our work.

3. Purchases and payments

Payments are processed by third-party providers (such as Circle and Stripe). You confirm that you're authorized to use the payment method you provide and that the information you give is accurate. We may refuse or cancel an order for reasons such as a pricing error or suspected fraud.

Payment plan. If you choose to pay in 2 installments, you agree to pay both. If your second payment fails and isn't fixed after we let you know, we may remove your access to the community, upgrades, and course until it's paid.

4. No refunds

You get access to the template, the course, and the community right away when you pay. Because of that, all sales are final and there are no refunds, including for bonuses, upgrades, and any unused part of your community access.

5. Chargebacks

Please email us at team@joelynnsolutions.com before disputing a charge with your bank so we can try to sort it out. If you file a chargeback or payment dispute, we may immediately remove your access to the community, course, and future upgrades. You still owe the full purchase price, and your access stays removed until the dispute is resolved and you're paid in full. The license rules in Section 2 still apply.

6. Replit and other third-party services

The dashboard template is built to run on Replit, a third-party platform we don't own or control. To use it, you need your own paid Replit account. Replit's fees, plans, features, uptime, and terms are between you and Replit, and they may change at any time. The template does not connect directly to QuickBooks or any accounting software; you upload your data as CSV files.

We aren't responsible for any third-party service, including Replit, Circle, Stripe, or QuickBooks, or for changes they make that affect how the dashboards work.

7. Your responsibilities: hosting, security, and client data

Once you set up your copy, it runs in your Replit account, and you are fully responsible for it. That includes:

  • Your Replit account, its settings, and its costs.

  • Security: passwords, client view passwords, who has access, and any security settings in Replit and in the dashboards.

  • Your clients' data: what you upload, keeping it accurate, backing it up, and protecting it.

  • Following any laws, professional rules, and client agreements that apply to the client data you store and share.

  • Checking that what your dashboards show is correct before you share it with clients.

We never store or have access to the client data in your copy. We are not responsible for any data breach, leak, loss, unauthorized access, or misuse of data in your dashboards or Replit account, including issues caused by your settings, your users, Replit, or anyone else.

8. Course content and upgrades

Course 1 includes what you need to set up your dashboards. As an Early Adopter, you understand that more lessons are still being created and will be added over time, with no set schedule. We may update, reorganize, or replace course content as the Product changes.

Early Adopters receive future upgrades to the dashboard template at no extra cost, for as long as we offer the template. Upgrades are provided as we release them; installing them in your copy is your responsibility. This benefit ends if your access is removed under Sections 3, 5, 9, or 11.

9. Community access and conduct

Your purchase includes 12 months of access to the community, starting on your purchase date. After 12 months, continued access may require a subscription. We'll give you at least 30 days' notice before any change, and you'll never be charged unless you choose to continue.

In the community, treat everyone with respect. That means no harassment, insults, spam, or sharing other members' information or content outside the community. We may remove anyone who doesn't follow these rules. If you're removed for misconduct, you won't receive a refund and you'll also lose access to future upgrades.

Protect your clients' privacy. Anything you share in the community or on a group call, including posts, questions, screenshots, and screen shares, can be seen by other members. Never share your clients' names or anything else that could identify them. Real numbers are fine as long as no one can tell who the client is. To show us your data, make a copy with the client's name and details removed, or temporarily change them before you share. You're responsible for what you share.

10. Feedback

If you send us ideas, suggestions, or bug reports, we may use them to improve the Product without owing you anything, and you don't gain any ownership in the Product as a result.

11. Ending your access

We may suspend or end your access to the community, course, and upgrades, without a refund, if you break these Terms, file a chargeback, or miss a payment plan payment. The license rules in Section 2 still apply. Sections 2 (the "may not" rules), 4, 7, 12, 13, and 14 still apply after your access ends.

12. Not professional advice

The Product is a reporting and visualization tool and educational content. It is not tax, legal, accounting, or financial advice. You're responsible for the advice and services you give your own clients.

13. Disclaimer and limitation of liability

THE PRODUCT IS PROVIDED "AS IS" AND "AS AVAILABLE." WE MAKE NO PROMISES OR WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING THAT IT WILL BE ERROR-FREE, SECURE, UNINTERRUPTED, OR WORK WITH FUTURE VERSIONS OF REPLIT OR ANY OTHER SERVICE. YOU USE IT AT YOUR OWN RISK.

TO THE FULLEST EXTENT ALLOWED BY LAW, WE ARE NOT LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, LOST DATA, OR DATA BREACHES, HOWEVER THEY ARISE. OUR TOTAL LIABILITY FOR ANY CLAIM RELATED TO THE PRODUCT WILL NOT BE MORE THAN THE AMOUNT YOU PAID FOR IT.

You agree to cover us for any claims, losses, or costs (including reasonable legal fees) that come from your use of the Product, your clients' data, or your breaking these Terms.

14. General

  • Governing law: These Terms are governed by the laws of the State of Oregon, without regard to its conflict of law rules.

  • Changes to the Product: We may change, update, or stop offering any part of the Product.

  • Changes to these Terms: We may update these Terms by posting a new version with a new effective date. If you keep using the Product after that, you accept the updated Terms.

  • Severability and waiver: If any part of these Terms can't be enforced, the rest still applies. If we don't enforce a term right away, we can still enforce it later.

  • Entire agreement: These Terms are the full agreement between you and us about the Product.

  • Contact: Questions? Email team@joelynnsolutions.com.

BY COMPLETING YOUR PURCHASE, YOU CONFIRM THAT YOU HAVE READ, UNDERSTOOD, AND AGREE TO THESE TERMS.