Beta Testing Agreement

This Agreement is entered into by the participant identified at sign-up ("Participant") and Catalyst4Good LLC, doing business as Catalyst Advisory ("Company"), in connection with Participant's access to the FirmChief Finance beta program ("Service"). By checking the "I agree" box on the FirmChief sign-up page, Participant acknowledges that they have read, understood, and agreed to the terms below.

1. Nature of the Service

The Service is early-access, pre-release software provided for use during a defined beta period. It is not a finished product and is provided "AS IS," without warranty of any kind. The Service is not intended to constitute, and should not be relied upon as, legal advice, financial advice, accounting advice, or a legally reliable resource of any kind. The Company makes no representations or warranties regarding the accuracy, completeness, reliability, or fitness of the Service for any particular purpose.

2. Confidentiality

Participant agrees to keep strictly confidential all non-public information about the Service, including its features, design, internal documentation, roadmap, pricing structures, and any materials shared by the Company directly with Participant (collectively, "Confidential Information"). Participant agrees not to disclose, reproduce, share, post publicly, or discuss Confidential Information with any third party without the Company's prior written consent. This obligation survives the conclusion or termination of Participant's beta access.

This section does not restrict Participant from discussing their own firm's data, their own use of the Service, or sharing general impressions with prospective clients or colleagues — only the Service's non-public features and materials.

3. Recording of Calls (Conditional)

If Participant attends a scheduled walkthrough, demonstration, or 1:1 feedback call with the Company, that call may be recorded by the Company for internal research and product development purposes only. Participant will be notified at the start of any recorded call and may decline to be recorded, in which case the call will continue without recording. Recordings, transcripts, and notes derived from them will be treated as Confidential Information.

4. Feedback and Intellectual Property

Any feedback, suggestions, ideas, or comments Participant provides to the Company about the Service ("Feedback") may be freely used by the Company for any purpose, including improving or developing the Service or related products. Providing Feedback does not grant Participant any ownership interest, license, or other rights in the Service or any resulting products or intellectual property.

5. Intellectual Property and Trademarks

All right, title, and interest in and to the Service, including all intellectual property rights, software code, designs, content, and documentation, are and remain the exclusive property of the Company. Participant receives only a limited, non-transferable, non-exclusive, revocable license to access and use the Service during the beta period and solely for Participant's own internal business use.

FirmChief, FirmChief Finance, Catalyst Advisory, and related names, logos, and design elements are trademarks of Catalyst4Good LLC. Participant may not use these marks in any commercial or public-facing manner without the Company's prior written consent. This restriction does not prevent Participant from referring to the Service by name in private communications with their own team or in feedback to the Company.

6. Data Handling

Participant data entered into the Service (including firm details, client names, case information, financial figures, and team member records) is stored in the Company's cloud infrastructure provided by Supabase, Inc. The Company does not share Participant data with any third party other than infrastructure providers necessary to deliver the Service.

Participant may export their firm data at any time during the beta period. If Participant requests deletion of their data, the Company will delete the data within 30 days of receiving a written request to info@firmchief.com. Standard backups may retain copies for up to an additional 30 days, after which the data is permanently removed.

The Company will treat Participant's firm data, including all client information stored within the Service, as confidential, and will not access it for any purpose other than (a) delivering the Service, (b) responding to Participant's support requests, (c) anonymized aggregate analysis for product development, or (d) as required by law.

7. Beta Period and Conversion

Participant's beta access lasts 90 days from the date Participant accepts this Agreement and completes sign-up. During the beta period, the Service is provided at no cost. Approximately 7 days before the end of the beta period, the Company will contact Participant about converting to a paid subscription. Participants who convert during this window are eligible for a permanent 50% discount off the standard subscription price for the duration of their continuous subscription.

If Participant chooses not to convert, Participant's firm data will enter read-only mode at the end of the beta period and will remain accessible for export for 90 days, after which the firm and its data will be deleted in accordance with Section 6.

8. Termination

Either party may terminate this Agreement and Participant's beta access at any time, with or without cause, by providing written notice to the other party. Notice from the Company will be sent to the email address Participant used at sign-up. Notice from Participant should be sent to info@firmchief.com.

Upon termination, Participant's access to the Service ends, but Participant retains the right to export firm data for 30 days following termination, after which the data is deleted in accordance with Section 6. Sections 2 (Confidentiality), 4 (Feedback), 5 (IP and Trademarks), and 9 (Disclaimer) survive termination of this Agreement.

9. Disclaimer of Warranties and Limitation of Liability

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, OR ACCURACY. THE COMPANY DOES NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE FROM HARMFUL COMPONENTS.

TO THE FULLEST EXTENT PERMITTED BY LAW, THE COMPANY'S TOTAL LIABILITY TO PARTICIPANT FOR ANY CLAIM ARISING OUT OF OR RELATED TO THIS AGREEMENT OR PARTICIPANT'S USE OF THE SERVICE IS LIMITED TO ONE HUNDRED U.S. DOLLARS ($100). IN NO EVENT WILL THE COMPANY BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR PUNITIVE DAMAGES, INCLUDING LOSS OF PROFITS, REVENUE, DATA, OR BUSINESS OPPORTUNITIES, EVEN IF THE COMPANY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

10. Voluntary Participation

Participation in the beta program is voluntary. Participant may withdraw at any time without penalty. Participation does not create any employment, contractor, agency, partnership, or advisory relationship between Participant and the Company. Nothing in this Agreement obligates either party to enter into any further agreement.

11. Entire Agreement

This Agreement, together with any policies referenced from the FirmChief website (including the Privacy Policy, when published), constitutes the entire agreement between Participant and the Company regarding the beta program and supersedes any prior or contemporaneous discussions, agreements, or representations.

By checking "I agree to the FirmChief Beta Testing Agreement" on the sign-up page, Participant acknowledges they have read and agreed to these terms. The version of the Agreement Participant agreed to and the timestamp of acceptance will be recorded by the Company for audit purposes.