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Terms of Service

The agreement governing your use of WorkBOS. Last updated July 23, 2026.

1. Agreement

These Terms of Service (“Terms”) are a binding agreement between you and WorkBOS (“WorkBOS”, “we”, “us”) governing your access to and use of the WorkBOS platform, websites, apps and related services (the “Service”). By creating an account or using the Service you agree to these Terms. If you use the Service on behalf of an organization, you represent that you are authorized to bind that organization, and “you” refers to that organization.

2. The Service

WorkBOS is a multi-tenant business operating system: projects, CRM, HR & payroll records, accounting, documents, communications and AI agents in one workspace. Features vary by plan. We may improve or modify features over time; material reductions to paid functionality will be communicated in advance where reasonably possible.

3. Accounts, workspaces & roles

  • You are responsible for safeguarding credentials and for all activity under your account.
  • Each workspace (organization) has owners and admins who control membership, roles, permissions and data inside that workspace. WorkBOS acts on their instructions.
  • You must provide accurate registration information and keep it current.
  • Guest users receive limited, permission-scoped access granted by workspace admins.

4. Subscriptions, billing & trials

  • Paid plans are billed in advance on a recurring basis (monthly or annually) until cancelled.
  • Prices may change with at least 30 days’ notice, effective from your next billing cycle.
  • You can upgrade, downgrade or cancel any time from billing settings; downgrades and cancellations take effect at the end of the current cycle.
  • Payments are processed by Stripe; we never store full card numbers. Amounts are computed server-side.
  • Except where required by law, fees are non-refundable; we may offer refunds at our discretion for service failures.
  • If payment fails we may retry, notify you, and suspend paid features after a reasonable dunning period.

5. Acceptable use

  • No unlawful use, infringement of others’ rights, or violation of applicable regulations (including employment, tax and accounting rules that apply to the records you keep).
  • No attempts to breach tenant isolation, probe or bypass security controls, or disrupt the Service.
  • No uploading of malicious code, or content you lack rights to store or share.
  • No abusive load: we may apply fair-use rate limits to protect the platform for all tenants.
  • No reselling access except through the official White-Label program.

6. Your data & ownership

  • You own your data. Content you or your team put into your workspace remains yours.
  • You grant us a limited license to host, process, back up and display that data solely to operate the Service.
  • Workspace admins can export data; account deletion follows a scheduled, cancellable process with hard deletion after the retention window.
  • We enforce tenant isolation at the database layer (row-level security). No other customer can access your workspace data.

7. AI agents & AI features

  • AI agents operate approve-first by default: they propose actions and execute only after a human with authority approves (optional unattended execution requires explicit workspace opt-in and is limited by denylists, caps and kill switches).
  • AI outputs may be inaccurate. You are responsible for reviewing agent proposals and AI-generated content before relying on them — including any financial, HR or legal records they draft.
  • AI features may be metered and subject to plan limits and cost ceilings.
  • If you connect your own AI provider (BYO key), that provider’s terms apply to model usage.

8. White-label & reseller terms

  • White-Label subscribers may rebrand the Service and provision workspaces for their end clients.
  • Resellers are responsible for their client relationships: pricing, support, billing terms and lawful use by their clients.
  • Reseller obligations flow down: end clients are bound by terms at least as protective as these.
  • We may suspend reseller sub-accounts that violate these Terms.

9. Affiliate program

Affiliate participation is governed by the policy shown at signup (commission type, rate, duration, cookie window, minimum payout, clawback). Commissions accrue only on verified payments, are reversed on refunds within the clawback window, and self-referrals are ineligible. Fraudulent traffic forfeits commissions and may result in removal from the program.

10. Third-party services

The Service integrates third-party providers (hosting, payments, email, AI, antivirus scanning). Their availability may affect features; their terms govern their processing. A current list of subprocessors is available in our Privacy Policy.

11. Intellectual property

We retain all rights in the Service, including software, design and trademarks. “WorkBOS” and the WorkBOS mark may not be used without permission, except accurate references to the Service. Feedback you send may be used to improve the Service without obligation.

12. Confidentiality

Each party will protect the other’s non-public information with at least reasonable care and use it only as needed to perform under these Terms.

13. Disclaimers

The Service is provided “as is” and “as available”. We disclaim all implied warranties to the maximum extent permitted by law, including merchantability, fitness for a particular purpose and non-infringement. WorkBOS is not an accounting, legal, tax or HR advisory firm; records and outputs in the Service do not constitute professional advice.

14. Limitation of liability

To the maximum extent permitted by law, neither party is liable for indirect, incidental, special, consequential or punitive damages, or lost profits, revenue or data. Our aggregate liability under these Terms is limited to the amounts you paid us in the twelve (12) months before the event giving rise to the claim.

15. Indemnification

You will defend and indemnify WorkBOS against claims arising from your content, your use of the Service in violation of these Terms, or your violation of law or third-party rights.

16. Suspension & termination

  • You may stop using the Service and cancel at any time.
  • We may suspend or terminate access for material breach, security risk, abuse, or non-payment — with notice where practicable.
  • Upon termination you may export your data during the retention window described in our data-deletion process.

17. Data processing & DPA

Where you or your organization are subject to GDPR/UK GDPR or similar regimes, WorkBOS processes workspace personal data as a processor under your instructions. A Data Processing Addendum (including subprocessor commitments and standard contractual clauses where applicable) is available on request at legal@workbos.com and forms part of these Terms once executed.

18. Service levels & support

  • We target high availability but do not warrant uninterrupted service on self-serve plans.
  • Enterprise and White-Label plans may include a written SLA with uptime commitments and service credits — the signed order form governs.
  • Support channels and response targets vary by plan (community, priority, dedicated).
  • Scheduled maintenance is announced in advance where practicable.

19. Beta features

Features marked beta, preview or rolling-out are provided as-is, may change or be withdrawn without notice, may have separate limits, and are excluded from any SLA. Feedback on beta features is especially welcome.

20. Export, portability & switching

You can export your data in standard formats (CSV and common document formats) at any time from within the product. On termination, export remains available during the retention window. We will never hold your data hostage to prevent you from leaving.

21. Publicity

With your permission we may identify your organization as a customer (name and logo). You can withdraw this permission at any time by emailing legal@workbos.com. White-Label resellers and their clients are never identified without explicit written consent.

22. Force majeure

Neither party is liable for delay or failure caused by events beyond reasonable control (outages of upstream providers, natural disasters, war, labor disputes, governmental action), provided the affected party works to mitigate.

23. Assignment; entire agreement; severability

You may not assign these Terms without our consent except to a successor in a merger or asset sale; we may assign to an affiliate or successor. These Terms (plus any order form and executed DPA) are the entire agreement and supersede prior discussions. If a provision is unenforceable, the remainder stays in effect. Our failure to enforce a provision is not a waiver.

24. Changes to these Terms

We may update these Terms. Material changes will be notified in-product or by email at least 14 days before taking effect. Continued use after the effective date constitutes acceptance.

25. Governing law & disputes

These Terms are governed by the laws of the jurisdiction in which the WorkBOS operating entity is registered, without regard to conflict-of-law rules. Disputes will be resolved in the courts of that jurisdiction, unless mandatory local law provides otherwise.

26. Contact

Questions about these Terms: legal@workbos.com.