Terms of Service.

DeskFlow provides remote back-office services across four pillars: financial administration, human resources, general administration, and operations. The specific scope of services provided to you is defined by the tier you select and any supplementary engagement letter we agree on in writing.

You will be assigned a lead operator during onboarding. We do not reassign your lead at our discretion during an engagement. You may request a different lead at any time by written notice, for any reason; we will reassign your engagement at no additional charge, without a repeat onboarding fee, and without restarting your initial term. We may decline requests that are repeated in a manner inconsistent with good-faith use of this provision.

To use our services, you must be at least 18 years old, capable of forming a binding contract, and authorized to act on behalf of the business you represent.

DeskFlow engagements are charged as a recurring monthly service fee based on your selected tier ($495, $1,250, $2,400, $4,950, or from $7,500 per month, as published on our pricing page or as otherwise agreed in writing). Onboarding is included in your first month. Engagements have an initial three-month minimum to allow for stable handoff and consistent service. The initial term runs from your first invoice date, and a specific engagement may state a different initial term in writing. After the initial term, the engagement continues month-to-month until either party terminates it as described below.

You may request a change to your service tier at any time. Upgrades take effect immediately: we invoice a prorated charge for the remainder of your current billing cycle, and access to the new tier starts right away. Downgrades take effect at the start of your next billing cycle, with no proration — you keep your current tier and its pricing until then. Upgrades may require an updated scope confirmation; downgrades may require a transition period to wind down out-of-scope work.

Monthly service fees are billed in advance on the first day of each billing cycle. Onboarding is included in your first month at no separate charge. Payments are processed by our third-party payment processor. Your first month is refundable within 30 days of your initial payment, and that guarantee takes precedence over the initial term: if you cancel within those 30 days, your engagement ends at the close of the current billing cycle and the initial term does not apply. Apart from that, fees are non-refundable except as expressly stated in these Terms. Late payments may result in suspension of services after notice.

We may adjust subscription fees from time to time as our costs and the scope of what we deliver evolve. If we adjust the fees that apply to your engagement, we will give you at least 45 days’ written notice, and the adjusted fees take effect at the start of your next billing cycle after that notice period ends. If you have prepaid for an annual term, your rate is locked for the entire prepaid term — an adjustment applies only when your annual plan renews. Continued use of the services after an adjustment’s effective date constitutes acceptance of the adjusted fees. If an adjustment materially increases your fees and you don’t wish to continue, you may cancel your engagement at any time before the effective date without penalty.

After the initial three-month minimum, you may cancel your engagement at any time — either in your DeskFlow portal or with 30 days’ written notice to hello@deskflowhq.com. A cancellation submitted in the portal serves as your notice and takes effect at the end of your current billing cycle; you keep full access until then. If you cancel during the initial term (and outside the 30-day refund window described in section 05), the cancellation is scheduled for the end of that term: the remaining committed cycles are billed as agreed, you keep full access throughout, and no exit fee is charged. A cancellation you make under section 06 after a fee adjustment is never deferred this way — it takes effect at the end of your current billing cycle. We may terminate or suspend services for non-payment, breach of these Terms, abusive conduct toward our team, or activity that is unlawful or that would expose either party to material risk.

To enable us to deliver services, you agree to provide timely, accurate, and complete information; to grant the access to tools and systems necessary for us to perform the agreed scope; to designate a point of contact for decisions; and to comply with applicable laws related to your business.

Each party agrees to keep confidential the non-public information shared by the other in connection with the engagement, to use it only for the purposes of the engagement, and to protect it with at least the same care it uses for its own confidential information. Confidentiality obligations survive termination for three years.

You retain ownership of your data, your business records, and any materials you provide. Work product specifically created for you under the engagement (for example, custom SOPs, process documentation, or reports) becomes your property upon full payment. Our underlying methodology, templates, software, and know-how remain our property.

DeskFlow is an independent service provider. Nothing in these Terms creates a partnership, joint venture, employment, or agency relationship between you and DeskFlow, and neither party has authority to bind the other except as expressly stated.

This section and section 13 apply only if your firm has been approved into the DeskFlow partner referral program. They govern the referral relationship between DeskFlow and your firm; they do not change the terms of any DeskFlow engagement your firm may separately hold as a client. Participation is free, non-exclusive, carries no quota, and creates no obligation on either side to send or accept any particular referral.

An approved firm receives one referral link and access to a partner portal. A business is attributed to your firm when it reaches us through that link, or when it matches an active deal registration you have made. Attribution is permanent and exclusive: a business can be attributed to exactly one referrer, the first attribution recorded stands, and it cannot be reassigned afterwards. We may decline to attribute a referral where the referred business is your own business or one you control, where the referred account is an internal or test account, or where the referral was obtained by misrepresenting DeskFlow.

Deal registration. You may register a business you intend to introduce before it contacts us, so that a client who signs up without using your link is still attributed to you. A registration matches that business by its exact contact email, and — where the address is at the business’s own domain rather than a public mailbox provider — by that domain. Registrations are first-come: while one firm holds an active registration for a business, no other firm can register it. A registration is active for 90 days and then expires, releasing the business. Registering a business is a claim on attribution only; it is not a reservation of that business, and it does not oblige DeskFlow to accept it as a client.

Ending participation. Either party may end your firm’s participation at any time, with or without cause, by written notice — and DeskFlow may pause or end participation for the conduct described above. Any payout that has already cleared the qualifying window in section 13 before participation ends is still settled. Referrals that have not cleared that window by then do not become payable, and registrations lapse.

For each business attributed to your firm that subscribes to DeskFlow and stays active past its first 30 days, we pay your firm a one-time cash payout of $1,000–$4,500, set by the plan that business is on when the payout clears: $1,000 on Standard, $1,500 on Professional, $3,000 on Premium, $4,500 on Premium Plus. The amount is determined at the moment it clears rather than at signup, so a plan change inside those 30 days moves the payout with it. Basic sits below the program: a referred business on that plan earns your firm no payout and receives no $500 welcome credit. Every other plan from Standard up earns both.

The 30-day qualifying window is the same window as the money-back guarantee in section 05, so nothing clears on a business that cancels or is refunded inside it. Payouts are money, not credit against a DeskFlow invoice, and are made in US dollars. A payout shown as owed in your partner portal is our record of what we intend to pay you; it is not an account balance, and no funds are held on your firm’s behalf.

How payouts are sent. We do not hold payouts for a monthly run: each one is sent by hand once it clears, on the settlement method you select in your partner portal. That portal is the record we settle against, and keeping it current is your firm’s responsibility. DeskFlow does not store your firm’s bank credentials — where a method requires account details, they are exchanged outside the application.

Tax. Before we settle any payout we require a completed IRS Form W-9 from your firm, or the applicable equivalent form if your firm is not a US person. We request it once your first referral signs up, well ahead of any payout, so that it does not delay one; a payout that has cleared is held, and only held, until we have that form. Payouts are gross amounts with no withholding, we report them as required by law, and your firm is responsible for any tax due on them. Nothing in this section is tax advice.

We will perform our services with reasonable skill and care consistent with industry standards for back-office support. Except as expressly stated in these Terms, our services and website are provided “as is” and we disclaim all other warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not provide legal, tax, accounting, investment, or regulatory advice; if you need such advice, please consult a qualified professional.

To the maximum extent permitted by law, neither party will be liable for any indirect, incidental, consequential, special, or punitive damages, or for lost profits, lost revenue, or lost data, even if advised of the possibility. Our total aggregate liability to you under these Terms will not exceed the fees you paid us in the three months immediately preceding the event giving rise to the claim.

You agree to indemnify and hold DeskFlow harmless from claims by third parties arising out of your business operations, your use of our services in violation of these Terms, your unlawful conduct, or your infringement of third-party rights. We agree to indemnify you from claims that our services, as delivered, infringe a third party’s intellectual property rights.

These Terms are governed by the laws of the United States and the state in which DeskFlow is organized, without regard to conflict-of-laws rules. The parties will attempt in good faith to resolve any dispute through direct negotiation; if that fails, disputes will be resolved by binding arbitration on an individual basis (not as a class action) under the rules of a recognized U.S. arbitration provider. Either party may seek injunctive relief in court for misuse of confidential information or intellectual property.

We may update these Terms from time to time. Material changes will be noted by updating the effective date above and, for active clients, by reasonable advance notice. Continued use of our services after the effective date constitutes acceptance of the updated Terms.

Questions about these Terms? Email hello@deskflowhq.com.

You may request a copy of your business records at any time by emailing hello@deskflowhq.com. We will provide it in a structured, machine-readable format within a reasonable time. This is a request our team fulfills directly, not an automated self-serve export. See § 10 for ownership of your data.