Last updated: October 2026

 

RBO Services LLC, doing business as Lion Chaser Group ("Lion Chaser," "we," "us," or "our"), provides services and software applications under the following Terms & Conditions.

 

These Terms cover both our professional services and our software. Sections under Software and Connected Systems govern the client portal and applications. The remaining sections govern our services generally and apply to the software except where the software sections say otherwise.

 

If you have signed a master services agreement, engagement letter, or similar written agreement with Lion Chaser, that agreement controls over these Terms wherever the two conflict, for the services it covers. These Terms continue to govern your use of our website and the App, and continue to apply to anything your signed agreement does not address.

 

SOFTWARE AND CONNECTED SYSTEMS

This section governs your use of any Lion Chaser software application, including our client portal (the "App"). Systems the App connects to on your behalf, including QuickBooks Online, Plaid, and other business platforms, are referred to as "Connected Systems." If you use the App, you agree to this section.

 

License

Subject to these Terms, Lion Chaser grants you a limited, non-exclusive, non-transferable, non-sublicensable, revocable license to access and use the App for your own internal business purposes for as long as your account is active and in good standing. All rights not expressly granted are reserved.

 

Eligibility and authority

The App is for business use only. By using the App or authorizing a connection to a Connected System, you represent that you are at least eighteen (18) years old, that you are an authorized user of any system you connect or ask us to connect, and that you have authority to grant that access on behalf of the company that owns the data.

 

Users, roles, and workspaces

Your organization's workspace may have multiple users with different roles and permissions. The person who invites a user is responsible for the role assigned to them. Each user is bound by these Terms, and you are responsible for the conduct of everyone you invite and for anything done through your workspace.

 

Lion Chaser administrative staff can access client workspaces in order to deliver and support your engagement, including tasks, contracts, billing records, vault item lists, and integration status.

 

Your account and credentials

You are responsible for the accuracy of the information you provide, for maintaining the confidentiality of your sign-in credentials, and for all activity under your account. Sign-in may be handled by a Lion Chaser authentication service hosted on a separate domain, and this section applies to that service as well. Notify us at support@lcdevgroup.com immediately if you suspect unauthorized access.

 

Sessions remain valid for a period after sign-in. Signing out ends the session on that browser or device. If you need all sessions for a user terminated, contact us.

 

API keys and programmatic access

We may issue scoped API keys to your organization. A key acts with the permissions granted to it and can read and change data in your workspace. You are responsible for keeping keys confidential, for all activity performed with them, and for revoking any key that is no longer needed or may have been exposed. Use of a key you have been issued, within its scope and for your own internal business purposes, is permitted and is not a breach of the acceptable use restrictions below.

 

Acceptable use

You will not, and will not permit anyone else to:

• Reverse engineer, decompile, disassemble, or attempt to derive the source code of the App

• Copy, resell, sublicense, rent, or provide the App to any third party as a product or service of your own

• Use the App to access data belonging to any party that has not authorized your access

• Circumvent or attempt to defeat the security, rate limits, or access controls of the App or of any Connected System

• Upload malware, or use the App to transmit unlawful, infringing, or fraudulent content

• Use the App in violation of any law, of the terms of any Connected System, or of the Intuit Developer Terms, Intuit's Acceptable Use Policy, or the terms of your QuickBooks subscription

 

The App applies rate limits and other protective controls, and we may adjust them at any time.

 

Your data, our access, and where it goes

You retain all right, title, and interest in the data you connect to or enter into the App, including data retrieved from any Connected System. You grant Lion Chaser a limited license to access, process, store, transmit, display, and copy that data in order to provide and support the App and the services you have engaged us for, to bill you, and to meet our legal obligations.

 

Delivering those services requires us to copy your information into tools Lion Chaser controls, including our customer relationship management, task management, billing, credential vault, email, hosting, and automation providers. You authorize that copying. Those providers act on our behalf and are bound to confidentiality and to using your information only to provide services to us. The categories, and the fact that records may persist in those systems, are described in our Privacy Policy at https://www.lionchaser.net/privacy, which is incorporated into these Terms by reference. This authorization is an exception to the Confidentiality section below.

 

Credential vault

If you place credentials, API keys, or secure notes in our vault, you authorize Lion Chaser personnel assigned to your engagement to retrieve and use them to perform the work you have engaged us for. You are responsible for having the right to share any credential you provide, and for the consequences of the access it grants. You remain able to change or revoke any credential on your side at any time. Lion Chaser is not liable for loss arising from credentials you provide, except to the extent caused by our own failure to meet the confidentiality obligations in these Terms.

 

Third party providers are not parties

QuickBooks Online, QuickBooks, and Intuit are products and marks of Intuit Inc. Intuit is not a party to these Terms, does not sponsor or endorse the App, and provides no warranty, support, indemnity, or liability with respect to the App. Any claim relating to the App is between you and Lion Chaser. Intuit is an intended third party beneficiary of this paragraph and of the acceptable use provisions above and may enforce them directly.

 

The same applies to every other provider the App relies on, including Plaid, Stripe, and our infrastructure providers. None of them is a party to these Terms, none endorses the App, and none provides any warranty with respect to it. Bank connections are established through Plaid, and your use of Plaid is also subject to Plaid's own end user agreement and privacy policy. Your use of QuickBooks Online remains governed by your agreement with Intuit.

 

Those providers may change, limit, or discontinue their APIs at any time, and Lion Chaser is not responsible for any resulting interruption, degradation, or loss of functionality.

 

Availability and changes

The App is provided on an as available basis. We do not commit to any uptime target unless we have agreed to one with you in writing.

 

We may add, change, disable, or remove features at any time, including per client, and features may be enabled or disabled as your engagement changes. We will use reasonable efforts to tell you before removing a feature you actively rely on, but we do not guarantee advance notice.

 

Fees

Fees are set out in your order form, proposal, quote, services addendum, or other written engagement document, which may be delivered electronically. Invoices, subscriptions, and charges are created and processed through Stripe. Fees are non-refundable except as required by law or as expressly stated in your engagement document. Voiding or cancelling an invoice or subscription does not itself create a refund of amounts already paid.

 

Disconnecting and termination

You may stop using the App at any time. To disconnect a Connected System, you may use the disconnect option in the provider's own product where one exists, such as the Apps menu in QuickBooks Online, or ask us to disconnect it. Some connections are established and maintained by Lion Chaser as part of your engagement and are disconnected by us on request.

 

We may suspend or terminate access if you breach these Terms, if your use creates a security or legal risk, if fees go unpaid, or if a provider requires it. On termination, your license ends, sign-in is disabled, and we revoke or delete stored access tokens and vault credentials. Records are retained as described in our Privacy Policy, and records held in third party systems such as Stripe, HubSpot, ClickUp, and 1Password are subject to those systems' own behavior. Termination of the App does not by itself terminate your services engagement, and vice versa.

 

Communications

We may send you email required to operate your account, including sign-in codes, password resets, invitations, and account notices. You may adjust or turn off optional notification emails in the App. Notices under these Terms may be sent to the email address on your account.

 

Feedback

If you send us suggestions or feedback about the App, we may use them without restriction or obligation to you. You keep any rights you have in your underlying ideas.

 

Support

Support is available at support@lcdevgroup.com, or at the support address displayed in the App. We aim to acknowledge requests within one (1) business day. We do not offer a guaranteed response or resolution time unless agreed in writing.

 

CLIENT OBLIGATIONS

Client shall be responsible for providing Lion Chaser, in a timely manner, all information, data, materials, and documents required by Lion Chaser to perform the Services. Client acknowledges and agrees that the accuracy and timeliness of the information supplied to Lion Chaser is the sole responsibility of the Client, and Lion Chaser shall be held harmless from any liability resulting from the accuracy and timeliness of the financial information provided. Client shall abide by all obligations and expectations set forth in any Services Addenda.

 

EMPLOYMENT STATUS

The Parties agree that, at all times during the Term of this Agreement, Lion Chaser shall provide services to Client as an independent contractor and shall not be acting or determined to be an employee, agent, or broker. Neither party has the authority to bind the other or to incur any liability on behalf of the other, nor to direct the employees of the other. Nothing in this Agreement shall be interpreted or construed as creating or establishing the relationship of employer and employee between Client and Lion Chaser or any employee or agent of Lion Chaser. Lion Chaser shall retain the right to perform similar services for other clients during the Term of this Agreement.

 

NON-SOLICITATION

Client agrees that it shall not, directly or indirectly, employ, engage, or solicit the services of any Lion Chaser representative, employee, or agent during the term of this Agreement and for a period of three (3) years following the termination of this Agreement by either Client or Lion Chaser.

 

RIGHT TO OUTSOURCE

Lion Chaser reserves the right to outsource any portion of the work, services, or obligations stipulated in this contract to third-party contractors or service providers, at its sole discretion. Lion Chaser remains fully responsible for ensuring that all outsourced work complies with the terms and conditions of this Agreement.

 

AGGREGATED AND DE-IDENTIFIED DATA

Lion Chaser may create aggregated and de-identified data from Client's use of our services and applications and from data retrieved through Connected Systems, and may use it to produce industry and peer group benchmarks, perform analysis, publish research and commentary, build, test, train, and improve our own tools, models, workflows, and services, and develop new products and features.

 

Before data is used this way, Lion Chaser will remove direct identifiers and apply reasonable measures so the result cannot reasonably be used to identify Client, its customers, its vendors, its employees, or any other individual. Lion Chaser will maintain that de-identification, will not attempt to re-identify the data, and will contractually require the same of anyone who receives it. Any published benchmark or output will be reported only across a group large enough that no single participant's figures can be inferred from it.

 

Aggregated and de-identified data is the property of Lion Chaser and may continue to be used after this Agreement ends. Nothing in this section permits the sale, licensing, or disclosure of identifiable Client data.

 

LIMIT OF SERVICES

Responsibility for legal compliance rests with the Client. Lion Chaser will assist in preparing reports but will not sign or otherwise take legal responsibility for necessary reporting. Further, Lion Chaser shall not be responsible for identifying errors, irregularities, or illegal acts including fraud or misappropriation which may exist. However, Lion Chaser may inform the Client of such matters that are observed.

 

EXCLUDED SERVICES

Although Lion Chaser may perform bookkeeping services for Client while providing the Services, Lion Chaser is not acting as Client's CPA or Accountant, nor is Lion Chaser providing auditing or accounting services, or opining on representations made in financial statements. Client understands and acknowledges that it should consult with independent accounting advisors regarding any auditing, accounting, or tax advice.

 

CONFIDENTIALITY

During the course of performing the Services for Client, Lion Chaser may gain access to certain confidential or proprietary information of the Client, including but not limited to information concerning the business, products, marketing, systems, technology, customers, end-users, finances, accounting, statistical data, documents, discussion, or any other proprietary or trade secret information of the Client, whether in oral, graphic, written, or electronic form ("Confidential Information").

 

Lion Chaser agrees to hold all such Confidential Information in strict confidence and shall not, without the express prior written consent of Client, disclose such Confidential Information to third parties or use it for any purposes whatsoever, other than the performance of its obligations hereunder.

 

Disclosure to Lion Chaser's service providers, contractors, and software platforms in the course of performing the Services, as described in the Software and Connected Systems section and in our Privacy Policy, is performance of Lion Chaser's obligations and is permitted. Those recipients are bound to confidentiality and to using the information only to provide services to Lion Chaser. The obligations set forth in this section shall survive the termination or expiration of this Agreement.

 

WARRANTY

Lion Chaser does not warrant in any form the results or achievements of the services provided or the resulting work product and deliverables. Lion Chaser warrants that the services will be performed by qualified personnel in a professional and workmanlike manner in accordance with generally accepted industry standards and practices. This warranty applies to the professional services and does not apply to the App, which is provided on an as available basis as described above.

 

LIMITATION OF WARRANTY

The warranty set forth above is exclusive and is in lieu of all other warranties, express, implied, statutory or otherwise with respect to the services, work product, deliverables, or software provided under this agreement, or as to the results which may be obtained therefrom. Lion Chaser disclaims any and all implied warranties including, but not limited to, the warranties of merchantability, fitness for a particular purpose, and non-infringement.

 

Lion Chaser shall not be liable for any services, work product, deliverables, or software provided by third party vendors identified or referred to the client by Lion Chaser during the term of this agreement, pursuant to any statement of work or otherwise.

 

The client's exclusive remedy for breach of this warranty is re-performance of the services, or if re-performance is not possible or conforming, refund of amounts paid under this agreement for such non-conforming services.

 

LIMITATION OF LIABILITY

Except for Lion Chaser's confidentiality obligations herein, in no event shall Lion Chaser be liable under this agreement to the client for any incidental, consequential, indirect, statutory, special, exemplary, or punitive damages, including but not limited to lost profits, loss of use, loss of time, inconvenience, lost business opportunities, damage to goodwill or reputation, and costs of cover, regardless of whether such liability is based on breach of contract, tort, strict liability, or otherwise.

 

Lion Chaser's entire aggregate liability for any claims relating to the services, the App, or this agreement shall not exceed the fees paid or payable by the client to Lion Chaser under this agreement in the twelve (12) week period immediately preceding the events giving rise to such liability.

 

This section shall survive the termination of the agreement.

 

No action shall be brought for any claim relating to or arising out of this agreement more than one (1) year after the accrual of such cause of action, except for money due on an open account.

 

INDEMNITY

Client shall defend, indemnify, and hold Lion Chaser harmless from and against any and all losses, liability, claims, costs, expense (including attorney's fees), damages, and economic detriment of any kind which Lion Chaser or its officers, employees, or agents may suffer that arise out of or result from the tortious conduct of Client, including misrepresentation, fraud, or other illegal behavior of Client, or from Client's provision of credentials or authorization of access it did not have the right to grant.

 

CONFLICTS

Lion Chaser shall not be restricted from providing services to other individuals or businesses while Services are provided to Client.

 

NOTICES

Any notices, bills, invoices, or reports required by this Agreement shall be deemed received on the day of delivery if delivered by hand, email, or facsimile during the receiving party's regular business hours. Any notice delivered by mail shall be deemed received on the date of receipt as recorded by postal carrier.

 

GOVERNING LAW

This Agreement shall be construed in accordance with and governed by the laws of the State of Delaware.

 

VENUE

The parties hereby agree that any action arising out of this Agreement will be brought solely in any state or federal court located in Montana. Both parties hereby submit to the exclusive jurisdiction and venue of any such court.

 

WAIVER

The failure of either party to enforce any action of this Agreement shall not be construed as a waiver or limitation of that party's right to subsequently enforce and compel strict compliance with every provision of this Agreement.

 

SEVERABILITY AND SURVIVAL OF TERMS

If any provision of this Agreement is interpreted or rendered invalid and unenforceable, such provisions shall be severable and the remaining provisions shall remain in full force and effect. Any provisions of this Agreement which by their nature survive completion of the Services or termination of this Agreement, including but not limited to any and all warranties, indemnities, and payment obligations, shall remain in full force and effect after completion of the Services or termination of this Agreement.

 

SMS COMMUNICATIONS

If you provide your phone number to Lion Chaser or initiate contact with us by phone or text message, you consent to receive SMS messages related to your engagement, including scheduling, responding to inquiries, service coordination, and ongoing client work. We do not send marketing or promotional text messages.

 

Message frequency varies and is typically low. Message and data rates may apply.

 

You may opt out of SMS messages at any time by replying STOP to any message. You may reply HELP for assistance.

 

Consent to receive SMS messages is not required as a condition of purchasing services from Lion Chaser.

 

Mobile phone numbers collected for SMS communications are not shared with third parties or affiliates for their own marketing or promotional purposes. Phone numbers are stored in Lion Chaser's business systems, including our customer relationship management and billing platforms, as described in our Privacy Policy.

 

For assistance, contact support@lcdevgroup.com.

 

ORDER OF PRECEDENCE AND ENTIRE AGREEMENT

Where a signed master services agreement, engagement letter, or similar written agreement between the parties conflicts with these Terms, that signed agreement controls for the services it covers. Where a Services Addendum, order form, or accepted quote conflicts with these Terms, that document controls for the scope, deliverables, and fees it describes. These Terms control in all other cases, including use of our website and the App.

 

A signed agreement that is silent on a subject does not displace these Terms on that subject. These Terms fill any gap unless the signed agreement expressly excludes them.

 

Together with any signed agreement, Services Addenda, order forms, quotes, or proposals accepted by the parties, these Terms are the final, complete, and exclusive agreement of the parties with respect to the subject matter hereof and supersede and merge all prior or contemporaneous representations, discussions, proposals, negotiations, conditions, communications, and agreements, whether written or oral, between the parties relating to the subject matter hereof, and all past courses of dealing or industry custom.

 

No modification of or amendment to a signed agreement shall be effective unless in writing and signed or otherwise accepted in writing by each of the parties. Acceptance may be electronic, including acceptance of a quote or order form. Lion Chaser may update these Terms from time to time by posting the revised version, and continued use of the App or the Services after the revised effective date constitutes acceptance of the update. An update to these Terms does not modify a signed agreement.

 

FORCE MAJEURE

Neither party shall be responsible for any failure to fulfill its obligations hereunder due to causes beyond its reasonable control, including without limitation acts or omissions of government or military authority, acts of God, shortages of materials, transportation delays, fires, floods, diseases, labor disturbances, riots, wars, or the failure, degradation, or discontinuation of a third party platform or API, provided that it gives prompt notice to the other of its invocation of this provision and makes diligent efforts to resume its performance despite such force majeure.