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Terms of Service

Effective date: April 25, 2026

These Terms govern your use of FollowUpOS (the "Service") provided by PCA Bookkeeping ("we", "us"). By creating an account or using the Service you agree to these Terms. If you don't agree, don't use the Service.

1. The Service

FollowUpOS is a follow-up management tool for sales, freelance, and consulting workflows. Features include lead tracking, AI-assisted message drafting, reminders, and a daily digest email.

2. Your account

You must be at least 16 years old and have the legal capacity to enter into a contract. You're responsible for keeping your login credentials secure and for all activity on your account. Notify us immediately at hi@dealsharp.app if you suspect unauthorized access.

3. Subscription, trial, and billing

  • The Service is offered on a paid subscription basis with a 14-day free trial. No credit card is required for the trial.
  • After the trial ends, the Service is charged on a recurring monthly basis until you cancel. You can cancel any time from Settings → Billing.
  • Prices are shown in USD on the Pricing page. Applicable taxes (e.g. VAT) are added at checkout where required by law.
  • Payments are processed by Stripe. We do not store your card details.
  • EU/UK consumer right of withdrawal. Consumers in the EU and UK have a 14-day right to withdraw from a digital service contract. By starting your trial and accessing AI message generation, you expressly request that the Service begins immediately, and acknowledge that this waives the withdrawal right once the AI features have been used. You can still cancel future renewals at any time.
  • Refunds outside the trial period are at our reasonable discretion, except where required by law.

4. Acceptable use

You agree not to:

  • use the Service to send spam, harassment, or unsolicited bulk messages — drafts are tools, not permission to mass-message;
  • process personal data of third parties without a lawful basis under applicable data-protection law;
  • reverse engineer, scrape, or attempt to extract source code or training data from the Service;
  • misuse the Service to violate any law (including LinkedIn's, Facebook's, or other platforms' terms of service when using the optional Chrome extension);
  • upload malicious code, attempt to disrupt the Service, or circumvent rate-limits.

5. Your content; your leads

You retain ownership of all data you input ("Customer Data"), including notes, voice samples, and lead information. You grant us a limited, worldwide license to process Customer Data solely to operate the Service for you. We don't use your Customer Data to train AI models.

You confirm that you have a lawful basis to process the personal data of the leads you upload (e.g. legitimate interest, consent, or pre-existing business relationship). You will respond to any data-subject requests directed at those leads.

6. AI-generated drafts

The Service generates message drafts using third-party AI (Claude by Anthropic). Generated text may be inaccurate, outdated, or inappropriate for context. You are responsible for reviewing every draft before sending to a recipient. We make no warranty as to the accuracy, suitability, or non-infringement of AI output.

7. Service availability

We aim for high availability but do not guarantee uninterrupted service. Planned maintenance, upstream provider outages, and force majeure events may cause downtime. We are not liable for losses arising from such interruptions.

8. Termination

You may terminate your account at any time from Settings → Delete account. We may suspend or terminate your account if you breach these Terms, after reasonable notice except where immediate action is necessary to protect us, our users, or third parties.

On termination we delete your data within 30 days (subject to legal retention obligations such as tax records). You can export your data before deletion.

9. Liability

To the maximum extent permitted by law, our total aggregate liability arising out of or relating to the Service is limited to the fees you paid to us in the 12 months preceding the event giving rise to the claim. We are not liable for indirect, incidental, special, consequential, or punitive damages, including lost profits or lost business opportunities. Nothing in these Terms limits any liability that cannot be limited by law (e.g. fraud or gross negligence).

10. Indemnity

You agree to indemnify and hold us harmless from third-party claims arising out of your misuse of the Service, your Customer Data, or your breach of these Terms.

11. Governing law and disputes

These Terms are governed by the laws of the jurisdiction where PCA Bookkeepingis registered, without regard to conflict-of-laws rules. Consumers benefit from the mandatory protections of the law of the country where they reside. Disputes with consumers in the EU may also be submitted to the European Commission's Online Dispute Resolution platform at ec.europa.eu/consumers/odr/.

12. Changes

We may update these Terms from time to time. Material changes will be emailed to active subscribers at least 30 days before they take effect. Continued use of the Service after the effective date constitutes acceptance.

13. Contact

Questions: hi@dealsharp.app. Mailing address: [YOUR REGISTERED ADDRESS — STREET, CITY, POSTAL CODE, COUNTRY].