Terms of Use

Software: GPS4CPA Dashboard based on Power BI (the Software)

These license terms constitute an agreement between Silver Sea Enterprise LLC (“PROVIDER,” “we,” “us”) and the Customer of Dashboard4CPA (“Customer,” “you”).

THESE LICENSE TERMS TAKE EFFECT WHEN YOU DEPLOY, INSTALL, ACCESS, OR USE THE SOFTWARE. BY DOING SO, YOU INDICATE YOUR CONSENT TO THESE TERMS. IF YOU DO NOT AGREE, DO NOT DEPLOY, INSTALL, ACCESS, OR USE THE SOFTWARE.

Upon acceptance, you receive the rights set out below.

INSTALLATION AND USE RIGHTS

You may deploy and use one instance of the Software within your Microsoft Power BI tenant for your internal business purposes. The Software requires network connectivity to operate and to refresh data. It must be installed and configured in accordance with the system requirements for the version you deploy, including:

  • An active Microsoft Power BI license (Pro or Premium capacity) for sharing as applicable.
  • Access to the source SQL database (e.g., CCH Axcess Data Axcess Utility or Practice CS) and any required credentials/permissions.
  • A Microsoft On-premises Data Gateway for on-premises sources.

Failure to meet system requirements or to maintain required third-party licenses/permissions may prevent the Software from working as intended and constitutes a breach of these terms.

The license is limited, non-exclusive, non-transferable, and non-sublicensable, and authorises use only for your internal business purposes within your tenant.

The Software is implemented within your Microsoft tenant and is not provided as a Silver Sea–hosted cloud service.

The Software may require you to keep Microsoft components (e.g., Power BI Desktop/Service, Gateways) within supported versions to remain compatible.

FEATURES

Features depend on the version and plan you select, as well as the capabilities and versions of your connected systems. Some features may not be available with certain source systems or configurations. Representative capabilities include:

  • Centralised & automated data preparation (ETL) to move beyond fragmented spreadsheets to interactive dashboards and decision-ready KPIs.
  • A “Firm Overview” experience with trend/variance monitoring and drill-through to transaction-level detail for faster insight.
  • CCH Axcess integrations and automations that streamline intake, synchronise records, and support automated reporting/dashboards.
  • Practice-management & operations insights surfacing team productivity and operational health with KPI alerts and interactive exploration.
  • Custom, secure-minded, cost-effective implementation patterns on the Microsoft Power Platform (Power BI, Power Automate, Power Query, Power Apps).

SCOPE OF THE LICENSE

The Software is licensed, not sold. This agreement grants limited rights to use the Software; all other rights are reserved by PROVIDER. Unless applicable law grants you more rights, you will use the Software only as expressly permitted here and in accordance with its technical limitations. You will not:

  • Bypass or circumvent technical limitations.
  • Alter, modify, or create derivative works of the Software, or ask others to do so on your behalf.
  • Reverse engineer, decompile, or disassemble the Software, except to the extent permitted by law.
  • Make the Software or any part of it publicly available for copying.
  • Distribute, rent, lease, lend, sublicense, or provide the Software as a service to third parties outside your organisation.
  • Transfer the Software or this agreement to any third party.
  • All rights not expressly granted are reserved by the PROVIDER.

BACKUP COPY

You may retain backup copies of configuration artefacts (e.g., parameters, connection settings) solely for the purpose of reinstalling or restoring your permitted deployment of the Software.

DOCUMENTATION

Subject to these Terms, we grant you a limited, non-exclusive, non-transferable, non-sublicensable license to use our documentation solely for your internal business purposes. You may make a reasonable number of internal copies, provided you keep all proprietary notices intact and do not distribute the documentation outside your organization.

SOFTWARE ENHANCEMENT PLAN (MAINTENANCE)

If purchased or included with your plan, a maintenance (software enhancement) entitlement grants access to updates and standard support while the plan is active. For subscription plans, maintenance benefits are typically included during the active subscription term. For any non-subscription license type (if offered), initial maintenance may be required for the first year and renewable annually. If maintenance lapses, the related benefits will also end.

UPDATE RIGHTS

While your subscription or maintenance is active, you are entitled to use the latest available version of the Software for your plan. Updates do not include implementation, upgrade, migration, or customization services; these, if needed, are provided under a separate statement of work.

SUPPORT RIGHTS

Active subscription or maintenance includes access to standard support for the then-current, supported versions of the Software and its standard features. Support excludes customizations or adaptations you or third parties implement. We may require that you reproduce issues in a standard, isolated environment to facilitate effective troubleshooting. Support channels and availability are as specified on the listing or our website and are subject to change from time to time.

ADAPTATIONS OR CUSTOMIZATIONS

Dashboard4CPA offers specialized functionality designed to integrate with your systems. Customizations, integrations, and automations beyond standard features are provided by PROVIDER (or by an authorized partner) under a separate statement of work. Modifying the Software’s code, packaging, or security model is not permitted except by PROVIDER. If your connected systems are customized, additional services may be required to ensure compatibility; such services are not included in license or maintenance fees.

Unless otherwise agreed in writing, PROVIDER retains all intellectual property in customizations, templates, and tools developed by or for PROVIDER; you receive a license to use such deliverables with the Software in your tenant.

Feedback you provide may be used by PROVIDER to improve the Software without restriction or obligation.

INTELLECTUAL PROPERTY NOTICES

Silver Sea Enterprise LLC, Dashboard4CPA, and associated marks, templates, and content are protected intellectual property of PROVIDER. You are not granted access to source code or unprotected design assets. All rights not expressly granted are reserved.

LEGAL EFFECTS

This agreement describes certain legal rights. You may have additional rights under the laws of your jurisdiction. This agreement does not alter rights you cannot waive by contract.

DISCLAIMER OF WARRANTY

THE SOFTWARE IS PROVIDED “AS IS”. YOU BEAR THE RISK OF USING IT. TO THE MAXIMUM EXTENT PERMITTED BY LAW, PROVIDER GIVES NO WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

LIMITATION AND EXCLUSION OF REMEDIES AND DAMAGES

TO THE FULLEST EXTENT PERMITTED BY LAW, PROVIDER’S AGGREGATE LIABILITY FOR DIRECT DAMAGES ARISING OUT OF OR RELATING TO THE SOFTWARE OR THIS AGREEMENT IS LIMITED TO THE AMOUNTS YOU PAID FOR THE SOFTWARE IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM. IN NO EVENT WILL YOU BE ENTITLED TO RECOVER CONSEQUENTIAL, SPECIAL, INDIRECT, EXEMPLARY, PUNITIVE, OR INCIDENTAL DAMAGES (INCLUDING LOST PROFITS, LOSS OF BUSINESS, LOSS OF DATA, OR INTERRUPTION), EVEN IF PROVIDER KNEW OR SHOULD HAVE KNOWN OF THE POSSIBILITY OF SUCH DAMAGES.

This limitation applies to: (a) matters related to the Software; (b) services; (c) content (including code) hosted on third-party sites; and (d) third-party software or services. Some jurisdictions do not allow the exclusion or limitation of certain damages; in such cases, these limitations apply to the maximum extent permitted by law.

INDEMNIFICATION

You agree to indemnify and hold harmless PROVIDER, its affiliates, and personnel from third-party claims and reasonable legal fees arising from (a) your unlawful use of the Software; (b) your breach of these Terms; or (c) your violation of applicable laws or third-party rights.

THIRD-PARTY SERVICES

The Software interoperates with third-party platforms (e.g., Microsoft Power BI and the source systems you connect). Your use of those platforms is governed by their respective terms and policies. PROVIDER is not responsible for third-party services, their availability, or changes they make that affect the Software’s operation.

TERM; SUSPENSION; TERMINATION

Your right to use the Software continues for the term of your plan and any renewals, subject to your continued compliance. We may suspend or terminate your rights immediately in the event of a material breach, security threats, abuse, or non-payment (for transactable plans). 

Upon termination, your access to the Software will cease; however, your data will remain in your systems, and you are responsible for exporting any artefacts you require.

GOVERNING LAW

This Contract shall be deemed to have been made, executed, and delivered in the State of Texas and shall be construed in accordance with the laws of the State of Texas without reference to conflicts of law principles.. 

CONTACT

Silver Sea Enterprise LLC
Website: silversea-analytics.com
Support/Contact: info@silversea-analytics.com 

 

Privacy and Data Protection Policy (summary)

Visiting this website does not obligate you to provide personal information. If you voluntarily submit data (e.g., via contact forms, demo requests, or support messages), Silver Sea will process that information for legitimate business purposes—such as responding to inquiries, providing product information, scheduling demonstrations, delivering support, improving services, and communicating updates relevant to Dashboard4CPA and our analytics/automation offerings.

Silver Sea applies reasonable technical and organizational safeguards to help protect personal information against loss, misuse, alteration, unauthorized access, and disclosure. We retain data only as long as necessary for the purposes described above and to comply with applicable laws and regulations.

Product-specific note (Dashboard4CPA): The app connects within your Microsoft environment to source systems you authorise (e.g., CCH Axcess Data Axcess Utility or Practice CS) to enable business intelligence and automation. Connection, refresh, and permissions are managed in your environment per your configuration.

No outbound data flow to Silver Sea occurs by default, and Dashboard4CPA does not transmit your content or metrics to Silver Sea-controlled servers.

If you request support that requires temporary access, you may grant time-bound, least-privilege access or share redacted samples at your discretion; such access will be governed by confidentiality terms and, where applicable, a Data Processing Addendum (DPA).

For full details on how we handle personal information collected through our website and business operations, please refer to Silver Sea’s published privacy communications (or contact us at the email above).

Users’ Rights Regarding Their Personal Data

Subject to applicable laws, you may exercise the following rights regarding your personal data held by Silver Sea: access, correction (rectification), deletion (erasure), restriction/objection to processing, and portability (where applicable). To exercise these rights, contact info@silversea-analytics.com with sufficient information to identify you and your request. We may take steps to verify your identity before processing your request.

Transfer of Users’ Personal Data to Third Parties

Silver Sea does not sell personal data collected through this website. We may share limited personal information with service providers (e.g., hosting, email, and customer support systems) solely to operate our business, subject to confidentiality and data protection obligations. We may also disclose data when required by law or in connection with corporate transactions.

With respect to Dashboard4CPA, you may connect third-party platforms and services. Your use of those platforms is governed by their own terms and privacy policies. Silver Sea is not responsible for the availability, security, or changes of third-party services.

International transfers (if any) apply only to website/communication data processed by Silver Sea or our providers. Dashboard4CPA product data remains in your tenant unless you explicitly share it with us for support purposes.

If, in the future, Silver Sea intends to transfer personal data to any affiliate or third party for purposes different from those stated here, we will inform you in advance and, where required by law, seek your consent.

Disclaimers

  • No warranty. All website content and Dashboard4CPA materials are provided “as is” and “as available” without warranties of any kind, to the fullest extent permitted by law.
  • No professional advice. Dashboard4CPA is an analytics and automation solution. It does not provide tax, legal, or accounting advice and should not be used as a substitute for professional judgment.
  • Third-party platforms. Functionality and availability may depend on third-party systems (e.g., Microsoft services, CCH Axcess). Silver Sea is not liable for outages, configuration issues, version differences, or changes in third-party platforms.
  • Feature variability. Features may vary depending on the plan/version, connected systems, tenant configuration, and permissions. Some capabilities may be unavailable depending on your environment.
  • Service model clarity. Silver Sea does not operate Dashboard4CPA as a hosted application or store your tenant data; our role is limited to providing software, templates, and optional services that you engage with.

Intellectual Property and Usage Restrictions

All rights to Silver Sea Enterprise LLC, Dashboard4CPA, and related marks, designs, templates, and documentation are reserved. You are not granted access to source code or non-public design assets. You may not reverse engineer, decompile, disassemble, modify, distribute, or publicly display the protected materials without Silver Sea’s prior written authorization.

Legal Effects

This notice outlines certain rights and responsibilities related to the use of our website and Dashboard4CPA materials. You may have additional rights under applicable laws that cannot be waived by contract. If any provision of this notice is found invalid, the remaining provisions remain in effect.

If this notice is translated, the English version will control in the event of any conflict where permitted by law.

Updates to This Notice

Silver Sea may update this Legal Notice & Disclaimer from time to time to reflect operational, legal, or regulatory changes. The effective date will be updated accordingly.

Your continued use of the website or services after changes take effect constitutes acceptance of the updated terms.