TERMS OF SERVICE
Last Updated: March 7, 2026
These Terms of Service (“Terms”) are a legally binding agreement between Yoxxie, Inc., a Texas corporation doing business as WorkBalance (“WorkBalance,” “Company,” “we,” “us,” or “our”) and the person or entity registering for, accessing, or using the Services (“Customer,” “you,” or “your”).
By clicking to accept these Terms, creating an account, accessing the Services, or using the Services, you agree to be bound by these Terms. If you are using the Services on behalf of a company, organization, or other entity, you represent and warrant that you have authority to bind that entity to these Terms, and “you” will refer to that entity.
If you do not agree to these Terms, do not access or use the Services.
1. The Services
WorkBalance provides software and related services designed to help businesses manage work, operations, financial workflows, and related business activities, including tools for project management, task tracking, budgeting, invoicing, document management, reporting, user collaboration, and integrations (collectively, the “Services”).
The Services may include our website, hosted software platform, mobile or web applications, APIs, content, support services, and related functionality that we make available to you.
We may update, enhance, modify, remove, or discontinue features from time to time.
2. Eligibility and Business Use
You may use the Services only if you are at least 18 years old and capable of forming a binding contract under applicable law.
The Services are intended for business and commercial use. You may not use the Services for unlawful, fraudulent, personal household, or consumer purposes not intended by WorkBalance.
3. Account Registration
To use certain parts of the Services, you may be required to create an account. You agree to provide accurate, current, and complete account information and to keep that information updated.
You are responsible for:
- maintaining the confidentiality of your login credentials;
- all activity that occurs under your account;
- ensuring that your users comply with these Terms; and
- promptly notifying us of any unauthorized access to or use of your account.
We may suspend or terminate access if we reasonably believe your account is being used in violation of these Terms or presents a security risk.
4. Organization Accounts and Authorized Users
If you create an account for a business or organization, you may permit employees, contractors, accountants, advisors, clients, or other authorized users to access the Services under your account (“Authorized Users”).
You are responsible for all actions taken by your Authorized Users and for managing their access rights. You represent that you have all necessary authority to grant access to your Authorized Users and to provide any data they submit through the Services.
5. Customer Data
“Customer Data” means data, content, files, records, documents, communications, invoices, project data, financial information, user submissions, and other materials submitted to or stored in the Services by or on behalf of you or your Authorized Users.
As between you and WorkBalance, you retain ownership of your Customer Data.
You grant WorkBalance a non-exclusive, worldwide, royalty-free right and license to host, store, reproduce, transmit, display, modify, process, and otherwise use Customer Data solely as necessary to:
- provide and operate the Services;
- maintain platform security and integrity;
- troubleshoot, support, and improve the Services;
- create backups and disaster recovery copies;
- comply with law and enforce our rights; and
- perform other actions authorized by these Terms or your instructions.
You represent and warrant that you have all rights, permissions, and consents necessary to submit Customer Data to the Services and to allow WorkBalance to process it under these Terms.
6. Our Rights in the Services
The Services are licensed, not sold. WorkBalance and its licensors retain all right, title, and interest in and to the Services, including all software, code, designs, workflows, interfaces, trademarks, trade names, logos, documentation, content, and all related intellectual property rights.
Except for the limited rights expressly granted in these Terms, no rights are granted to you by implication, estoppel, or otherwise.
7. Limited License to Use the Services
Subject to your compliance with these Terms and payment of all applicable fees, WorkBalance grants you a limited, non-exclusive, non-transferable, non-sublicensable right during the applicable subscription term to access and use the Services for your internal business operations.
You may not use the Services to build, train, improve, or support a competing product or service.
8. Acceptable Use Restrictions
You agree not to, and not to permit others to:
- use the Services in violation of any law, regulation, or third-party right;
- access or use the Services for unlawful, fraudulent, deceptive, or abusive purposes;
- reverse engineer, decompile, disassemble, or attempt to discover source code, object code, or underlying structure of the Services, except where prohibited by law from restricting such activity;
- copy, modify, adapt, translate, or create derivative works of the Services;
- rent, lease, sublicense, resell, timeshare, or otherwise commercially exploit the Services except as expressly authorized by WorkBalance;
- interfere with or disrupt the integrity, security, or performance of the Services;
- bypass or attempt to bypass usage limits, authentication controls, or security protections;
- use bots, crawlers, scrapers, or automated means to access the Services except through authorized APIs;
- upload or transmit malware, spyware, ransomware, or other harmful code;
- use the Services to store or transmit infringing, defamatory, harassing, obscene, or unlawful material;
- access the Services to benchmark or monitor availability, performance, or functionality for competitive purposes; or
- use the Services in a manner that imposes unreasonable load on the platform.
We may suspend access to the Services for violations of this section.
9. AI, Automation, and Platform Output
If the Services include automated workflows, AI-assisted features, smart recommendations, summaries, categorization, document extraction, or other generated outputs (“Generated Output”), you understand and agree that:
- Generated Output may contain errors, omissions, or inaccurate results;
- Generated Output may depend on the accuracy of Customer Data you provide;
- Generated Output is provided for informational and operational assistance only;
- you are responsible for reviewing and validating Generated Output before relying on it for business, legal, tax, accounting, payroll, compliance, or financial decisions; and
- WorkBalance does not guarantee that Generated Output will be correct, complete, or suitable for your intended purpose.
10. Fees and Payment
You agree to pay all fees, charges, and amounts due for the Services in accordance with the pricing, billing terms, and payment methods presented to you at the time of purchase or renewal.
Unless otherwise stated:
- fees are quoted in U.S. dollars;
- fees are non-refundable except as required by law or expressly stated otherwise;
- subscriptions automatically renew for the same renewal term unless canceled before renewal; and
- you authorize WorkBalance and its payment processors to charge your payment method for all amounts due.
If payment is overdue, we may suspend or terminate access to the Services. Overdue amounts may accrue interest at the lesser of 1.5% per month or the maximum amount permitted by law.
11. Taxes
Fees do not include taxes unless expressly stated otherwise. You are responsible for all sales, use, excise, value-added, gross receipts, withholding, and similar taxes or governmental charges associated with your subscription or use of the Services, excluding taxes based on WorkBalance’s net income.
If we are required to collect taxes, we may add them to your invoice.
12. Subscription Changes and Price Changes
We may change pricing, packaging, feature access, usage limits, or subscription plans at any time. Price changes for recurring subscriptions will take effect no earlier than the next renewal term after we provide notice, unless a shorter notice period is required due to changes in third-party costs, legal requirements, or security concerns.
13. Third-Party Services and Integrations
The Services may interoperate with third-party products, services, websites, data providers, payment processors, communication services, storage providers, or software integrations (“Third-Party Services”).
Your use of Third-Party Services is governed by the terms and privacy policies of those third parties, not by WorkBalance. WorkBalance does not control and is not responsible for Third-Party Services, including their availability, security, performance, accuracy, or legality.
If you enable a Third-Party Service, you authorize WorkBalance to exchange Customer Data with that Third-Party Service as necessary to support the integration you selected.
14. Confidentiality
Each party may receive non-public information from the other party that is marked confidential or that reasonably should be understood to be confidential under the circumstances (“Confidential Information”).
The receiving party will:
- use the disclosing party’s Confidential Information only as necessary to exercise its rights or perform its obligations under these Terms; and
- protect the Confidential Information using reasonable safeguards, no less than the degree of care it uses to protect its own similar confidential information.
Confidential Information does not include information that:
- is or becomes public without breach of these Terms;
- was already known to the receiving party without restriction;
- is received lawfully from a third party without restriction; or
- is independently developed without use of the disclosing party’s Confidential Information.
We may disclose Confidential Information if required by law, subpoena, or court order, provided we use reasonable efforts to give notice when legally permitted.
15. Data Security
WorkBalance will use commercially reasonable administrative, technical, and organizational safeguards designed to protect Customer Data against unauthorized access, use, alteration, or disclosure.
You understand and agree that no internet-based service is completely secure and WorkBalance cannot guarantee absolute security.
You are responsible for maintaining the security of your own systems, devices, networks, and credentials.
16. Privacy
Our collection, use, and disclosure of personal information is described in our Privacy Policy. By using the Services, you acknowledge that you have reviewed the Privacy Policy.
If you provide personal information to WorkBalance through the Services, you represent that you have all rights and notices necessary to do so.
17. Feedback
If you provide suggestions, ideas, enhancement requests, recommendations, or other feedback regarding the Services (“Feedback”), you grant WorkBalance a perpetual, irrevocable, worldwide, royalty-free, fully paid-up right to use, reproduce, modify, distribute, and otherwise exploit that Feedback without restriction or obligation to you.
18. Suspension
We may suspend your access to some or all of the Services immediately if:
- you violate these Terms;
- your use presents a security risk;
- your use may harm WorkBalance, the Services, or other users;
- payment is overdue;
- we suspect fraud, abuse, or unlawful activity; or
- suspension is required by law or a governmental request.
Where practical, we will use reasonable efforts to notify you of suspension and restore access once the issue is resolved.
19. Term and Termination
These Terms begin when you first accept them or first use the Services and continue until terminated.
You may terminate your subscription by following the cancellation process in your account or by contacting us, subject to any active subscription commitment.
We may terminate these Terms or your access to the Services immediately if:
- you materially breach these Terms;
- you fail to pay fees when due;
- you become insolvent, make an assignment for the benefit of creditors, or become subject to bankruptcy or similar proceedings; or
- we discontinue the Services.
Upon termination:
- your right to access and use the Services ends;
- you remain responsible for unpaid fees and other accrued obligations; and
- provisions that by their nature should survive will survive, including provisions on ownership, fees owed, disclaimers, limitations of liability, indemnification, confidentiality, dispute resolution, and miscellaneous terms.
20. Data Export and Deletion
During an active paid subscription, WorkBalance may make available tools or processes for exporting certain Customer Data.
Following termination or expiration, WorkBalance may retain Customer Data for a limited period in accordance with our retention practices, backups, legal obligations, dispute resolution needs, fraud prevention needs, and internal operational requirements. After that period, we may delete or anonymize Customer Data.
You are responsible for exporting any Customer Data you wish to retain before cancellation or termination.
21. Disclaimer of Warranties
THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE MAXIMUM EXTENT PERMITTED BY LAW, WORKBALANCE DISCLAIMS ALL WARRANTIES, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, QUIET ENJOYMENT, ACCURACY, AND ANY WARRANTIES ARISING OUT OF COURSE OF DEALING OR USAGE OF TRADE.
WORKBALANCE DOES NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, SECURE, OR FREE OF HARMFUL COMPONENTS, OR THAT CUSTOMER DATA WILL NEVER BE LOST, DAMAGED, OR DELAYED.
WORKBALANCE DOES NOT PROVIDE LEGAL, TAX, ACCOUNTING, FINANCIAL, PAYROLL, INSURANCE, OR REGULATORY ADVICE. YOU ARE RESPONSIBLE FOR OBTAINING APPROPRIATE PROFESSIONAL ADVICE FOR YOUR BUSINESS.
22. Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, WORKBALANCE AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AFFILIATES, CONTRACTORS, LICENSORS, AND SUPPLIERS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, BUSINESS OPPORTUNITY, GOODWILL, OR BUSINESS INTERRUPTION, ARISING OUT OF OR RELATED TO THE SERVICES OR THESE TERMS, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, WORKBALANCE’S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THE SERVICES OR THESE TERMS WILL NOT EXCEED THE GREATER OF:
(a) THE AMOUNT PAID BY YOU TO WORKBALANCE FOR THE SERVICES IN THE TWELVE (12) MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM; OR
(b) ONE HUNDRED U.S. DOLLARS (US $100).
THE LIMITATIONS IN THIS SECTION APPLY REGARDLESS OF THE FORM OF ACTION AND REGARDLESS OF WHETHER ANY REMEDY FAILS OF ITS ESSENTIAL PURPOSE.
23. Indemnification
You will defend, indemnify, and hold harmless WorkBalance and its officers, directors, employees, affiliates, contractors, licensors, and suppliers from and against any third-party claims, actions, proceedings, damages, liabilities, judgments, settlements, penalties, fines, costs, and expenses, including reasonable attorneys’ fees, arising out of or related to:
- your Customer Data;
- your use of the Services;
- your violation of these Terms;
- your violation of applicable law; or
- your infringement or misappropriation of any third-party rights.
WorkBalance may assume exclusive control of the defense of any matter subject to indemnification, and you agree to cooperate with us in that defense.
24. Governing Law
These Terms and any dispute arising out of or relating to these Terms or the Services will be governed by the laws of the State of Texas, without regard to conflict of laws principles.
25. Venue and Dispute Resolution
Any legal action or proceeding arising out of or relating to these Terms or the Services shall be brought exclusively in the state or federal courts located in Texas, and each party consents to the personal jurisdiction and venue of those courts.
WorkBalance may elect, in its sole discretion, to require that any dispute be resolved through binding arbitration conducted in Texas under commercially reasonable arbitration rules.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, EACH PARTY WAIVES ANY RIGHT TO PARTICIPATE IN A CLASS ACTION, CLASS ARBITRATION, OR REPRESENTATIVE PROCEEDING.
26. Electronic Communications
You consent to receive communications from WorkBalance electronically, including by email, through the Services, or by posting notices on our website. You agree that such electronic communications satisfy any legal requirement that communications be in writing.
27. Export Compliance and Sanctions
You may not use the Services in violation of U.S. export control laws, sanctions laws, or other applicable trade restrictions. You represent and warrant that you are not located in, organized in, or ordinarily resident in any country or region subject to comprehensive U.S. embargoes, and that you are not on any U.S. government restricted party list.
28. Force Majeure
WorkBalance will not be liable for any delay or failure to perform resulting from causes beyond its reasonable control, including acts of God, natural disasters, war, terrorism, labor disputes, internet or telecommunications failures, infrastructure outages, cyberattacks, supply shortages, epidemics, pandemics, governmental action, or failures of third-party service providers.
29. Miscellaneous
These Terms constitute the entire agreement between you and WorkBalance regarding the Services and supersede all prior and contemporaneous agreements, understandings, and communications on that subject.
If any provision of these Terms is held unenforceable, the remaining provisions will remain in full force and effect.
WorkBalance may assign these Terms in connection with a merger, acquisition, corporate reorganization, sale of assets, or by operation of law. You may not assign these Terms without our prior written consent.
No failure or delay by WorkBalance in exercising any right will constitute a waiver of that right.
Section headings are for convenience only and do not affect interpretation.
30. Contact Information
Yoxxie, Inc. d/b/a WorkBalance
