Terms of Service — Branch Reporting

These Terms cover use of the Branch Reporting service (the “Service”) provided by Branch Reporting LLC (“Branch Reporting,” “we”). Where a signed master services agreement (“MSA”) or order form exists with the customer, that document controls.

1. The Service

The Service is a platform for modeling ownership structures, calculating attributed values, and generating reports. We may add, modify, or improve features over time.

2. Accounts

The customer firm (“Customer”) is responsible for creating and managing authorized user accounts for its personnel. Authorized users must keep credentials confidential and are responsible for activity under their account. Two-factor authentication is required for all users.

3. Customer Data

The Customer owns all data it uploads (“Customer Data”). The Customer grants us a limited license to host and process Customer Data solely to provide the Service. We do not sell Customer Data, and we do not use it to train machine learning models. The Customer is responsible for the accuracy and legality of what it uploads.

4. Acceptable use

You agree not to:

Use the Service in violation of applicable law.
Attempt to gain unauthorized access to the Service or to other customers’ data.
Reverse engineer the Service or interfere with its operation.
Resell or sublicense the Service outside the scope of your subscription.

5. Fees, term, and termination

Fees and term are set in the order form or MSA. Either party may terminate for material breach not cured within a reasonable period after written notice. On termination, the Customer may export Customer Data for a reasonable period before we delete it.

6. Disclaimer

THE SERVICE IS PROVIDED “AS IS.” TO THE FULLEST EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED. THE SERVICE IS AN ANALYTICAL TOOL — IT IS NOT A SUBSTITUTE FOR LEGAL, TAX, OR INVESTMENT ADVICE, AND IT IS NOT A REGULATORY FILING SYSTEM. THE CUSTOMER IS RESPONSIBLE FOR DECISIONS MADE BASED ON ITS OUTPUTS.

7. Limitation of liability

TO THE FULLEST EXTENT PERMITTED BY LAW, NEITHER PARTY WILL BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS OR LOST DATA, ARISING OUT OF OR RELATING TO THESE TERMS. EACH PARTY’S TOTAL LIABILITY IS LIMITED TO THE FEES PAID FOR THE SERVICE IN THE 12 MONTHS PRECEDING THE CLAIM.

8. Contact

Branch Reporting LLC · info@branchreporting.com