Agreement
By creating an account or using Streamlined OS (the “Platform”), you agree to these terms. If you don’t agree, don’t use the Platform. The Platform is operated by Collective by DBA, a Dillon Business Advisors program.
Eligibility
The Platform is offered to firms that are members of Collective by DBA and to individuals authorized by those firms. Access to the firm-owner signup flow is controlled by an allowlist managed by Collective by DBA staff.
Your account
You’re responsible for keeping your account credentials secure and for the actions taken from your account. Notify us promptly if you suspect unauthorized access. Account sharing is not permitted ~ invite teammates instead so each user has their own sign-in.
Your data
You own the data you enter into the Platform. You grant Collective by DBA the rights necessary to operate the Platform on your behalf (storage, transmission, display to authorized users, backup). We don’t claim ownership of your firm’s data, and we don’t sell it. See the Privacy notice for how we handle data day to day.
Acceptable use
You agree not to:
- Misrepresent your identity or your firm.
- Attempt to access another firm’s data, or to circumvent the Platform’s access controls.
- Reverse-engineer or scrape the Platform beyond what’s necessary for normal use.
- Upload malicious content or use the Platform to harm others.
- Use the Platform in violation of applicable laws.
Service availability
We aim to keep the Platform available and functioning, but we don’t guarantee uninterrupted service. We may perform maintenance, deploy updates, or be subject to outages of upstream providers. We’ll communicate planned downtime in advance when reasonable.
Termination
You can stop using the Platform at any time. We can suspend or terminate access if you violate these terms or if your firm’s membership in Collective by DBA ends. On termination we’ll provide your firm a reasonable opportunity to export its data before deletion.
Disclaimers
The Platform is provided “as is.” The Platform is a tool to support your firm’s strategic and operational decisions ~ it doesn’t substitute for professional judgment. Neither Collective by DBA nor Dillon Business Advisors warrants that any specific outcome will result from using the Platform.
Limitation of liability
To the fullest extent permitted by law, Collective by DBA and Dillon Business Advisors are not liable for indirect, incidental, special, or consequential damages arising from the use of the Platform. Our aggregate liability for direct damages is limited to amounts your firm has paid for Platform access in the twelve months preceding the claim.
Changes to these terms
We may update these terms from time to time. When we do, we’ll update the “last updated” date and, for material changes, notify firms via email. Continued use of the Platform after the change indicates acceptance.
Contact
Questions about these terms can be sent to streamlinedos@collective.cpa.