Terms of Service

Last updated: 16 August 2026

These Terms govern your use of ClientDesk VA (the "Service"). By creating an account you agree to them. If you are using the Service on behalf of an organization, you represent that you have authority to bind that organization.

1. The Service

ClientDesk VA is a hosted software platform for administrative and virtual-assistant workflow management, including intake, scheduling, tasks, documents, contracts, invoicing, and client-portal collaboration. Features may evolve; we may release, deprecate, and reprice functionality with reasonable notice.

2. Accounts

You must provide accurate registration information, keep your credentials secret, and notify us of any suspected unauthorized access. You are responsible for all activity under your account. Do not share accounts across humans — invite each teammate individually.

3. Acceptable use

  • No unlawful, infringing, defamatory, harassing, or fraudulent content.
  • No spam or unsolicited outbound emails via ClientDesk's transactional email system.
  • No probing, scanning, or circumventing our security or rate limits.
  • No reverse-engineering, scraping, or resale of the Service without written consent.
  • Health data, minors' data, and other regulated categories require an appropriate addendum (contact us).

4. Fees & payment

Paid plans are billed via Stripe. Invoices you send to your own clients are also processed through Stripe. Subscription fees renew automatically until cancelled from Settings → Billing. Refunds are handled case-by-case; contact support@clientdeskva.com within 14 days of a disputed charge.

5. Your content

You retain ownership of all data and content you upload. You grant us a limited, worldwide license to store, transmit, and display it solely to operate the Service. You are responsible for having the necessary rights and consents to input any personal data about your clients or team.

6. Third-party integrations

Optional integrations (Google Calendar, Microsoft Outlook, Stripe, Resend) are governed by their own terms. Connecting them means you authorize ClientDesk VA to act on your behalf per the scopes you consent to. You may disconnect at any time from Settings.

7. Suspension & termination

We may suspend or terminate accounts for material breach, non-payment, fraud, or legal risk. You may terminate at any time via Settings → Account → Delete My Account. Financial records will be retained per our Privacy Policy retention schedule.

8. Warranty disclaimer

The Service is provided "as-is" without warranties of any kind, express or implied, including merchantability, fitness for a particular purpose, and non-infringement. We do not guarantee uninterrupted or error-free operation.

9. Limitation of liability

To the maximum extent permitted by law, our aggregate liability for any claim relating to the Service is capped at the greater of (a) the fees you paid us in the twelve months prior to the claim, or (b) USD $100. We are not liable for indirect, incidental, or consequential damages.

10. Indemnity

You will defend and hold us harmless from claims arising out of your content, your acceptable-use violations, or your regulatory obligations.

11. Governing law & disputes

These Terms are governed by the laws of the state where the account owner is domiciled unless a written services agreement says otherwise. Disputes will first be attempted to be resolved by good-faith negotiation for 30 days, then by binding arbitration.

12. Changes

We may update these Terms with reasonable notice. Continued use after the effective date constitutes acceptance.


This document is a starting point. Have a lawyer localize it before real-customer launch.