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Terms of Use

Last updated: June 2, 2026

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This End-User License Agreement (the “Agreement”) is a legal agreement between you (“you” or the “User”) and Waterwood Capital Group, LLC (“Waterwood Capital Group,” “we,” “us,” or “our”) governing your access to and use of the Waterwood Capital Group portfolio dashboard and related software, including any integration with Intuit QuickBooks (collectively, the “Service”). By accessing or using the Service, you agree to be bound by this Agreement. If you do not agree, do not use the Service.

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1. License Grant

 

Subject to your compliance with this Agreement, we grant you a limited, non-exclusive, non-transferable, revocable license to access and use the Service solely for your own internal business purposes of viewing and managing your investment and financial information.

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2. Permitted Use and Restrictions

 

You agree not to:

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  • copy, modify, distribute, sell, or lease any part of the Service;

  • reverse engineer or attempt to extract the source code of the Service;

  • use the Service to store or transmit unlawful, infringing, or malicious material;

  • attempt to gain unauthorized access to the Service or its related systems; or

  • share your login credentials or allow others to access the Service on your behalf.

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3. QuickBooks / Intuit Integration

 

The Service can connect to your Intuit QuickBooks account through Intuit’s authorized API. When you choose to connect, you authorize Waterwood Capital Group to access and retrieve financial data from your QuickBooks company on your behalf. Your use of QuickBooks remains subject to Intuit’s own terms and policies. You may revoke this access at any time, either from within the Service or through your Intuit account settings.

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4. Intellectual Property

 

The Service, including all software, design, and content (excluding your own data), is owned by Waterwood Capital Group and is protected by applicable intellectual property laws. No rights are granted except as expressly set out in this Agreement.

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5. Disclaimer of Warranties

 

The Service is provided “as is” and “as available” without warranties of any kind, whether express or implied. Information presented through the Service, including data sourced from QuickBooks, is for informational purposes only and does not constitute financial, investment, tax, or legal advice. We do not warrant that the Service will be uninterrupted, error-free, or that any data displayed is accurate or complete.

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6. Limitation of Liability

 

To the maximum extent permitted by law, Waterwood Capital Group shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or data, arising from or related to your use of the Service.

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7. Termination

 

We may suspend or terminate your access to the Service at any time, with or without notice, if you violate this Agreement. Upon termination, the license granted to you will end and you must stop using the Service.

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8. Changes to this Agreement

 

We may update this Agreement from time to time. Material changes will be reflected by updating the “Last updated” date above. Your continued use of the Service after changes take effect constitutes acceptance of the revised Agreement.

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9. Governing Law

 

This Agreement is governed by the laws of the State of Texas, without regard to its conflict-of-law provisions.

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10. Contact

 

Questions about this Agreement may be directed to help@waterwoodit.com.

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