Charter Firm terms of service

1. The agreement

By paying the $4,950 Charter Firm setup fee through Hubricon’s Stripe checkout, the firm (“Firm”) and Hubricon, Inc. (“Hubricon”) enter into the Charter Firm tier of the Hubricon for Accountants product. These terms supplement the standard Hubricon Terms of Service and govern the specific mechanics of the Charter tier.

2. The setup fee

The Charter setup fee is $4,950 USD, charged once via Stripe Checkout at the moment the Firm claims a Charter slot. The fee is the consideration for the founding-cohort tier benefits described below, including the locked 40% lifetime commission rate, white-label removal of the Powered-by attribution, dedicated onboarding support, and the three guarantees described in Section 5.

3. Commission

For each client invoice paid by an SMB referred by the Firm, Hubricon credits 40% of the invoice amount to the Firm as commission. Commission is recorded in the Firm’s Hubricon dashboard as it accrues and paid via Stripe Connect on a monthly cadence consistent with the Standard Partner program.

The 40% rate is locked for the lifetime of every client the Firm refers. If a referred client churns and later resubscribes, commission resumes at 40% on the new invoices. The rate does not reset to the Standard 25% rate at any future date and is not subject to promotional revisions.

The 40% rate is contingent on Hubricon continuing to operate the Hubricon for Accountants product. If Hubricon ceases operations, no commission obligation persists. Hubricon will use reasonable efforts to give the Firm at least 60 days’ notice of any cessation that affects commission accrual.

4. The Charter cohort

Charter is the founding cohort of the Hubricon for Accountants product. It is capped at ten (10) firms. Once filled, the cohort closes. Firms that did not claim a slot continue at the Standard Partner tier (25% lifetime commission, free dashboard, no setup fee). Hubricon may, at its discretion, open subsequent cohorts under different terms; existing Charter Firms are not subject to those terms and retain their original 40% lifetime rate.

5. The three guarantees

The Charter offer includes three risk-reversal mechanisms. Each runs on the basis of timestamps recorded at the moment the setup fee clears (“Effective Date”).

5.1 The 90-day onboarding refund

On day 91 after the Effective Date, Hubricon’s automated guarantee process checks the count of paying SMB clients invited by the Firm. If fewer than thirty (30) SMBs invited by the Firm have completed signup AND have an active paying subscription on day 91, Hubricon refunds the $4,950 setup fee in full to the card used at checkout. The Firm retains access to the white-label platform at the Standard Partner tier, free, with no further obligation.

The refund is processed automatically by Hubricon’s scheduled job (“Charter guarantees cron”); no claim form is required. The refund does not include compensation for opportunity cost, staff time, or any indirect business impact. The refund is the sole remedy under this clause.

5.2 The $5,000 earnings floor

On the twelve-month anniversary of the Effective Date, Hubricon checks the cumulative commission credited to the Firm during the prior twelve months. If the cumulative commission is less than $5,000 USD, Hubricon transfers the shortfall to the Firm via Stripe Connect (“Make-Good Transfer”) so that total earnings reach $5,000.

The Firm must have an active and verified Stripe Connect payout account at the twelve-month checkpoint to receive the Make-Good Transfer. If the Connect account is missing or unverified, Hubricon will hold the make-good amount and attempt the transfer when the account is restored. The make-good is the sole remedy under this clause.

5.3 The brand-exit clause

The Firm may terminate the Charter tier at any time by emailing charter@hubricon.com. The data export available at /firm/settings is a read-only download of the Firm’s records and does not by itself terminate the Charter tier; the Firm may export at any time, for any reason, without affecting their tier status, billing, commission accrual, or active client relationships.

On termination requested via email:

• Hubricon makes available a downloadable archive containing the firm’s metadata, branding, full client roster, complete commission ledger, and recurring report schedule configurations.
• The Firm’s SMB clients retain their QuickBooks Online connections and are not affected by the termination. They may continue using QuickBooks or migrate to any other tool independently.
• Future commission accruals on the Firm’s referred clients continue until the SMB’s Hubricon subscription ends or until the Firm requests full disconnection.
• The Firm’s use of the Hubricon white-label license terminates with the tier. The Firm may not continue to render Hubricon-generated reports or dashboards under the firm’s brand after termination.

6. White-label and brand

Charter Firms receive the right to remove the “Powered by Hubricon” attribution from client-facing dashboards and reports for the duration of the Charter tier. The Hubricon platform, software, AI prompts, model integrations, and underlying intellectual property remain the property of Hubricon. The Charter tier grants a license to white-label, not a transfer of ownership.

7. Firm valuation — no representation made

Hubricon makes no representation, warranty, or projection about the multiple at which any Charter Firm may sell, the existence of an acquirer, or any firm’s eligibility for any specific valuation outcome. The Firm acknowledges that exit value depends on factors beyond Hubricon’s control, including but not limited to: client retention, revenue concentration, profit margin, growth rate, the specific buyer’s investment thesis, and prevailing market conditions.

8. Concierge onboarding and dedicated support

Charter Firms receive a one-time concierge onboarding consultation (target: 60 minutes) and access to a dedicated Slack channel for the duration of the Charter tier. Response times are best-effort during US business hours (9am — 6pm Pacific). Charter does not constitute a 24/7 support agreement or a formal SLA.

9. Termination by Hubricon

Hubricon may terminate a Firm’s Charter tier for cause, including but not limited to: failure to comply with the Hubricon Terms of Service, fraudulent or materially misleading representations to clients about the Hubricon platform, or sustained nonpayment of any related Hubricon services.

On termination by Hubricon, the Firm retains earned commission already credited but not yet paid, and is entitled to the brand-exit data export described in Section 5.3.

10. Limitation of liability

Hubricon’s total liability to the Firm under the Charter tier is capped at the greater of (a) the $4,950 setup fee plus the cumulative commission paid to the Firm in the twelve months preceding the claim, or (b) such amount as may be required by applicable law. The remedies described in Section 5 (refund, make-good transfer, brand-exit export) are the sole and exclusive remedies for any breach of the Charter-specific commitments.

11. Governing law

This agreement is governed by the laws of the State of Delaware, USA, without regard to its conflict-of-laws principles. Any dispute will be resolved in the state or federal courts located in Delaware.

12. Changes to these terms

Hubricon may revise these terms only with respect to new Charter cohorts. The terms in effect at the time the Firm claimed its Charter slot remain binding for that Firm and are not subject to retroactive modification.

Questions? Email charter@hubricon.com.

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