Effective July 20, 2026
Onboardin5 captures a firm’s consultation once and fires the onboarding steps the firm configures into the tools it connects. We provision accounts, configure the automations, and operate the service.
The firm is responsible for its users and for keeping credentials secure. Two-factor authentication is required by default. The firm must not share accounts, probe or attempt to breach the service, or use it to store data it has no right to hold.
Do not use Onboardin5 to break the law, infringe a third party’s rights, or interfere with the service or other firms’ use of it. We may suspend access to protect the service or other customers.
Fees, billing period, and any implementation fee are set out in the firm’s order. Unless the order says otherwise, fees are non-refundable and plans renew for the same term.
The firm owns its data. We process it only to provide the service, as described in our Privacy Policy. On offboarding we return an export and delete the firm’s data on the schedule stated there.
Each party protects the other’s confidential information and uses it only to perform under these terms.
We provide the service with reasonable skill and care. Except as expressly stated, the service is provided “as is,” and we disclaim implied warranties to the extent the law allows. Onboardin5 is software for running a firm’s operations; it is not legal advice.
To the extent permitted by law, neither party is liable for indirect or consequential losses, and each party’s aggregate liability is limited to the fees paid for the service in the twelve months before the claim.
Either party may terminate for material breach not cured within a reasonable notice period. On termination the firm’s right to use the service ends and the offboarding process begins.
These terms are governed by the laws of the State of Florida, without regard to its conflict-of-laws rules.
Questions about these terms: support@onboardin5.com.