Terms of use

These terms apply to the Four Oaks Dashboard (dashboard.fouroakscpas.com), provided by Four Oaks CPAs, PLLC (“Four Oaks”) to its clients and staff. By signing in, you agree to them. If you use the dashboard as part of an engagement with Four Oaks, the engagement letter also applies, and where the two differ, the engagement letter controls.

Access

• The dashboard is for Four Oaks staff and the people Four Oaks invites on a client's behalf. Keep your sign-in to yourself and tell us if you think someone else has used it.
• Four Oaks can change, suspend, or end anyone's access, for example when an engagement ends or to protect a client's information.

Connecting QuickBooks

By connecting a QuickBooks Online company, you confirm that you are allowed to do so, and you authorize the dashboard to read that company's data to provide Four Oaks' services. The connection is read-only. You can disconnect it at any time from QuickBooks or by asking us.

What the reports are, and are not

• Reports, forecasts, and figures in the dashboard come from the client's own books and the information provided to us. They are for management and planning. Unless Four Oaks has agreed in writing to perform an audit, review, or compilation, they are not audited, reviewed, or compiled, and no assurance is provided.
• Forecasts are estimates, and actual results will differ.
• The Family Wealth area reports what a family owns and owes. It does not rank, recommend, or evaluate investments, and it is not investment, legal, or tax advice; Four Oaks gives tax and financial advice only within an engagement.
• Content drafted with AI-assisted features is reviewed by Four Oaks before a client relies on it.

Acceptable use

Use the dashboard only for your own or your client's business and family finances. Do not try to reach information you were not given access to, interfere with the service, or upload anything unlawful or harmful.

Your information

Clients keep ownership of their information. Four Oaks uses it to provide services, protects it as described in the privacy policy, and keeps it confidential under its professional obligations as certified public accountants.

Availability

We work to keep the dashboard running and the numbers current, but it may sometimes be unavailable or out of date (for example while QuickBooks is down or a connection needs renewing). Keep your own records; the dashboard is not a substitute for them.

Liability

To the extent the law allows, the dashboard is provided as is, and Four Oaks is not liable for indirect or consequential losses from using it or from its being unavailable. Four Oaks' responsibility for professional services is set by the engagement letter.

Changes, law, and contact

Four Oaks may update these terms; the date at the top changes, and continuing to use the dashboard means accepting the update. These terms are governed by the laws of Tennessee. Questions: mkennedy@fouroakscpas.com.