Terms of Service

Last updated: March 6, 2026  ·  Effective immediately

1. Service Description

SoarOne ("SoarOne," "the Service," "we," "us," or "our") is a cloud-based accounts receivable automation platform that integrates with QuickBooks Online to help businesses manage overdue invoices through automated dunning email workflows.

The Service includes:

• QuickBooks Online integration for invoice synchronization
• Automated dunning email dispatch based on configurable templates
• Real-time analytics and reporting dashboards
• Email delivery tracking and compliance tools
• Customer data management and GDPR compliance features

2. Eligibility and Account Registration

You must be at least 18 years old and have the legal authority to enter into this agreement. By registering, you represent that you are authorized to bind the business entity on whose behalf you are using the Service.

You are responsible for:

• Maintaining the confidentiality of your account credentials
• All activities that occur under your account
• Notifying us immediately of any unauthorized use of your account
• Providing accurate and complete registration information

3. Subscription Plans and Billing

SoarOne offers tiered subscription plans (Starter, Pro, and CPA) with different features and usage limits. Plan details, pricing, and feature availability are displayed on our pricing page and may be updated from time to time.

• Free Trial: New accounts receive a 14-day trial with access to Pro-level features. No payment is required during the trial period.
• Billing Cycle: Subscriptions are billed monthly. Payment is due at the start of each billing cycle.
• Plan Changes: You may upgrade or downgrade your plan at any time. Changes take effect on the next billing cycle.
• Cancellation: You may cancel your subscription at any time. Access continues until the end of the current billing period. No prorated refunds are issued for partial months.
• Taxes: Prices may be subject to applicable taxes depending on your jurisdiction. Our payment processor handles tax calculation and collection where required.

4. Acceptable Use

You agree to use SoarOne only for lawful purposes and in compliance with all applicable laws and regulations, including but not limited to:

• CAN-SPAM Act: All dunning emails sent through the Service must comply with the CAN-SPAM Act. SoarOne includes mandatory unsubscribe links, physical mailing address, and List-Unsubscribe headers in all automated emails.
• Fair Debt Collection Practices Act (FDCPA): You must not use the Service to send emails containing threatening, misleading, or harassing language. SoarOne includes content guardrails that block prohibited language, but you are ultimately responsible for the content of your templates.
• GDPR and Data Protection: If you process data of individuals in the European Economic Area, you must comply with GDPR. SoarOne provides data export and erasure tools to assist with compliance.

You may NOT use SoarOne to:

• Send unsolicited commercial email (spam)
• Harass, threaten, or intimidate any person
• Transmit malware, viruses, or harmful code
• Attempt to gain unauthorized access to any system or network
• Resell, sublicense, or redistribute the Service without authorization
• Interfere with or disrupt the Service or its infrastructure
• Scrape, data-mine, or reverse-engineer any part of the Service

5. QuickBooks Integration

SoarOne connects to your QuickBooks Online account via Intuit's OAuth 2.0 authorization. By connecting your QuickBooks account, you authorize SoarOne to:

• Read invoice data, customer information, and company details
• Sync invoice status and payment information
• Store encrypted OAuth tokens for maintaining the connection

You may disconnect your QuickBooks account at any time from within the SoarOne dashboard. Disconnection immediately revokes our access to your QuickBooks data.

SoarOne is an independent product and is not affiliated with, endorsed by, or sponsored by Intuit Inc. QuickBooks is a registered trademark of Intuit Inc.

6. Data Ownership and Privacy

You retain all ownership of your data. SoarOne does not claim any intellectual property rights over your invoice data, customer lists, email templates, or any other content you provide to the Service.

We collect and process data as described in our Privacy Policy, which is incorporated into these Terms by reference.

• Your Data: Invoice data, customer information, email templates, and account settings remain your property.
• License to Operate: You grant SoarOne a limited, non-exclusive license to use your data solely for the purpose of providing and improving the Service.
• Data Portability: You may export your data at any time using the built-in export tools.
• Data Deletion: Upon account deletion, we will remove your data from our active systems within 30 days. Backups may retain data for up to 90 days before automatic purge.

7. Email Sending and Deliverability

SoarOne uses third-party email infrastructure (SendGrid) to deliver dunning emails. We make reasonable efforts to ensure email deliverability but do not guarantee that all emails will be delivered, opened, or read.

You acknowledge that:

• Email delivery depends on factors outside our control (recipient spam filters, server availability, etc.)
• Recipients may opt out of receiving emails at any time via the unsubscribe link
• SoarOne enforces frequency caps (maximum 7 emails per recipient per 30 days per realm) to prevent abuse
• SoarOne automatically pauses emails to recipients who file a dispute until the dispute is resolved

8. Service Availability

SoarOne is provided on an "as available" basis. We target high availability but do not guarantee uninterrupted service. We may perform maintenance, updates, or improvements that temporarily affect availability.

We will make reasonable efforts to notify you in advance of any planned downtime that may significantly impact your use of the Service.

9. Limitation of Liability

Our total aggregate liability for any claims arising under these Terms shall not exceed the total amount you paid to SoarOne in the twelve (12) months preceding the claim.

This limitation applies regardless of the legal theory (contract, tort, negligence, strict liability, or otherwise) and even if SoarOne has been advised of the possibility of such damages.

10. Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

We do not warrant that:

• The Service will be uninterrupted, error-free, or secure
• Results obtained from the Service will be accurate or reliable
• Any errors or defects will be corrected
• The Service will meet your specific requirements

11. Indemnification

You agree to indemnify, defend, and hold harmless SoarOne, its officers, directors, employees, and agents from any claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees) arising from:

• Your use of the Service
• Your violation of these Terms
• Your violation of any applicable law or regulation
• The content of your dunning email templates
• Any dispute between you and your customers arising from emails sent through the Service

12. Termination

Either party may terminate this agreement at any time. You may cancel your account from within the dashboard or by contacting us.

We may suspend or terminate your access if:

• You violate these Terms or any applicable law
• Your use poses a security risk to the Service or other users
• Your account has been inactive for more than 12 months
• We are required to do so by law

Upon termination, your right to use the Service ceases immediately. We will retain your data for 30 days to allow you to export it, after which it will be permanently deleted.

13. Modifications to Terms

We may update these Terms from time to time. If we make material changes, we will notify you by email or by posting a notice in the Service at least 14 days before the changes take effect.

Your continued use of the Service after the effective date constitutes acceptance of the updated Terms. If you do not agree with the changes, you must stop using the Service and cancel your account.

14. Governing Law and Dispute Resolution

These Terms are governed by and construed in accordance with the laws of the Republic of the Philippines, without regard to its conflict of law provisions.

Any disputes arising from these Terms shall first be attempted to be resolved through good-faith negotiation. If negotiation fails, disputes shall be submitted to binding arbitration in accordance with the rules of the Philippine Dispute Resolution Center.

15. General Provisions

• Entire Agreement: These Terms, together with our Privacy Policy, constitute the entire agreement between you and SoarOne.
• Severability: If any provision of these Terms is found to be unenforceable, the remaining provisions shall continue in full force and effect.
• Waiver: Our failure to enforce any provision of these Terms shall not constitute a waiver of that provision.
• Assignment: You may not assign or transfer your rights under these Terms without our prior written consent. We may assign our rights without restriction.
• Force Majeure: SoarOne shall not be liable for any failure or delay caused by circumstances beyond our reasonable control, including natural disasters, acts of government, internet outages, or third-party service failures.

16. Contact Information

If you have questions about these Terms, please contact us:

• Email: support@soar-one.com
• Website: https://soar-one.com