SageReport Terms of Use

Last Updated: January 22, 2026

1. Acceptance of Terms

These Website Terms of Use (these “Terms”) govern your access to websites and related services operated by or on behalf of SageReport, Inc. (“SageReport” “we” or “us”).

BY USING THE SERVICES (AS DEFINED BELOW), YOU AGREE TO BINDING ARBITRATION AND WAIVER OF CLASS ACTION RIGHTS AS SET FORTH IN THE “ARBITRATION AND WAIVERS” SECTION BELOW. THAT SECTION, AMONG OTHER THINGS, STATES THAT YOU ARE WAIVING YOUR RIGHT TO A JURY TRIAL AND TO AN APPEAL IN COURT, AS WELL AS YOUR RIGHT TO PARTICIPATE IN ANY MASS, CLASS, OR GROUP LEGAL ACTION (INCLUDING MASS ARBITRATION) IN CONNECTION WITH THESE TERMS, AS SET FORTH IN MORE DETAIL IN THE “ARBITRATION AND WAIVERS” SECTION BELOW.

By accessing or using https://sagereport.com and our various related websites and services (collectively, the “Services”), you agree to be bound by these Terms and all of the terms incorporated herein by reference. In addition, as your access and other rights to the Services is granted in conjunction with a purchase, such rights are subject to the terms and conditions that have been agreed upon between SageReport and the purchaser (such terms and conditions are the “Subscription Agreement”), including all restrictions and limitations thereof. Your access to the Services may be limited, suspended or terminated as provided by these Terms and as provided by the Subscription Agreement.

You must be 18 years of age or older and reside in the United States or any of its territories to use the Services. By accepting these Terms, you represent that you have the legal authority to do so. If you do not agree to every provision of these Terms, you may not, and we do not authorize you to, access or use the Services or any features provided therein.

By accessing or using the Services, you represent and warrant that you have not been previously suspended or removed from the Services or engaged in any activity that could result in suspension or removal from the Services.

Sagereport does not provide any warranty or guarantee of any strategy, recommendation, treatment, plan, or action offered by the Services.

We may revise these Terms at any time for any reason and may provide you notice of these changes by any reasonable means, including through a communication method provided by the Services. You can determine when we last updated these Terms by referring to the “Last Updated” legend at the top of these Terms. By continuing to access, browse or use the Services, you agree to any revised Terms. If you do not agree to any revised Terms, you may not and we do not authorize you to use the Services. We strongly recommend that you periodically visit this page to review these Terms.

2. User Registration

In order to access and use certain areas or features of the Services, you may need to provide certain information and/or answer certain questions. Each registration is for a single user only.

You agree to:

  • Provide accurate, current and complete information
  • Maintain and promptly update, as necessary, your information
  • Be responsible for the acts or omissions of any third party who has authority to access or use the Services on your behalf
  • Immediately notify us if you discover or otherwise suspect any security breaches related to the Services

If you provide information that is untrue, inaccurate, not current, or incomplete, we may suspend and/or terminate your current or future use of the Services.

By providing information and/or answering questions, you also consent to receive electronic communications from SageReport (e.g., via email or by posting notices to the Services). You should maintain copies of electronic communications from us by printing a paper copy or saving an electronic copy.

We may also send you promotional communications via email, including, but not limited to, newsletters, special offers, surveys and other news and information we think will be of interest to you. You may opt out of receiving these promotional emails at any time by following the unsubscribe instructions provided therein.

3. Right to Access and Use the Services and Content

Unless otherwise indicated in writing by us, the Services and all content and other materials contained therein, including, without limitation, any SageReport service mark or logo and all designs, text, graphics, pictures, information, data, software, other files and the selection and arrangement thereof (collectively, “Content”) are the property of SageReport or our licensors or users, as applicable, and are protected by U.S. and international copyright and other laws.

You do not have any right to, and you shall not, directly or indirectly:

  • Sell, resell or use commercially the Services or Content
  • Distribute, publicly perform or publicly display the Services or any Content
  • Modify or otherwise make any derivative uses of the Services or Content, or any portion thereof
  • Use any data mining, robots or similar data gathering or extraction methods
  • Download (other than page caching) any portion of the Services or Content, except as expressly permitted by us
  • Use the Services to stalk, threaten, or otherwise violate the rights of others, including without limitation others’ privacy rights or rights of publicity
  • Interfere with the Services or servers or networks used in connection with the Services
  • Use the Services or Content other than for their intended purposes

Any use of the Services or Content other than as specifically authorized herein, without our prior written permission, is strictly prohibited and will terminate the right of access and use granted herein. Such unauthorized use may also violate applicable laws, including, without limitation, copyright and trademark laws and applicable communications regulations and statutes. Except as expressly permitted herein, nothing in these Terms shall be construed as conferring any right or license to any patent, trademark, copyright, or other proprietary rights of SageReport or any third party, whether by estoppel, implication or otherwise.

You will not remove, alter, or conceal any copyright, trademark, service mark or other proprietary rights notices incorporated in or accompanying any Content and you will not reproduce, modify, adapt, prepare derivative works based on, perform, display, publish, distribute, transmit, broadcast, sell, license, or otherwise exploit any Content.

We reserve the right in our sole discretion to modify, suspend, or discontinue, temporarily or permanently, the Services (or any features or parts thereof), or your use thereof, at any time.

4. Trademarks

The SageReport logo, and any other SageReport product or service names, trademarks, logos, or other indicia that may appear on the Services (“Marks”) are the property of SageReport or its subsidiaries, affiliates or third parties, and may not be copied, imitated, or used, in whole or in part, without our prior written permission. Nothing contained in these Terms and/or the Services shall be construed as granting, by implication or otherwise, any license or right to use any such Marks without the prior written permission of SageReport or such third party that may own such Marks.

5. Legal Requirements; Privacy Policy

Our Privacy Policy describes how we handle your personal information that you provide to us when you use the Services. For an explanation of our privacy practices, please visit our Privacy Policy located at https://sagereport.com/legal/privacy/.

6. User Content

You are solely responsible and liable for all data, information, and other materials (“User Content”) that you submit, upload, post, e-mail or otherwise transmit (“Transmit”) in connection with the Services. In addition, we have no control over, and shall have no liability for, any damages resulting from the use (including without limitation, republication) or misuse by you or any third party of information made public through the Services. If you choose to submit to us, or otherwise make any User Content publicly available, you do so at your own risk and we shall have no liability therefor.

You agree that you will not, and will not permit anyone else to, directly or indirectly:

  • Transmit any User Content that is unlawful, harmful, threatening, abusive, hateful, obscene, harassing, tortious, defamatory, libelous, slanderous, pornographic, profane, vulgar, offensive, lewd, invasive of another’s privacy or racially, ethnically or otherwise objectionable
  • Transmit any User Content:
    • That you do not have the right to Transmit, under any law or contractual or fiduciary relationships, including, without limitation, any inside information or proprietary or confidential information
    • That infringes any patent, copyright, trademark or other intellectual property right or misappropriates any trade secret or right of privacy of any third-party
    • That constitutes unsolicited or unauthorized advertising or promotional materials, “spam,” “chain letters,” or pyramid schemes
    • That contains any software routine, code, instruction or virus that is designed to disable, delete, modify, damage or erase software, hardware or data
  • Forge headers or otherwise manipulate identifiers in order to disguise any User Content Transmitted through the Services

Although we have no obligation to screen, edit or monitor User Content, we reserve the right, and have absolute discretion, to remove, screen or edit User Content posted or stored on the Services at any time and for any reason, and you are solely responsible for creating backup copies of and replacing any User Content you post or store on the Services at your sole cost and expense.

7. Rights in User Content

If you choose to upload, post or submit any content to our public-facing website or to our pages or feeds on third-party social media platforms (e.g., SageReport’s Facebook page, LinkedIn page or X formerly Twitter feed), you hereby grant SageReport an unlimited, nonexclusive, fully paid-up, royalty-free, worldwide, perpetual, irrevocable and fully sublicensable right and license to use, reproduce, modify, adapt, publish, translate, create derivative works from, distribute, perform and publicly display such content, in whole or in part, in any manner or media and for any legal purpose whatsoever at our sole discretion, including, without limitation, for publicity, promotional, advertising, trade, business, illustration, artistic and other commercial and noncommercial purposes.

8. Feedback

If you submit or otherwise provide to SageReport any questions, comments, suggestions, ideas, original or creative materials or other information about SageReport, or the Services (collectively, “Feedback”), SageReport shall exclusively own all rights, including, without limitation, all intellectual property rights, in and to Feedback and shall be entitled to the unrestricted use and dissemination of Feedback for any purpose, commercial or otherwise, without acknowledgment or compensation to you.

9. Third-Party Sites

In the event that SageReport, in its sole discretion, links or references any third party websites in connection with the Services, we are not responsible for the content of any such websites or any products or services offered by third parties. Nothing in the Services, including, without limitation, any links to other websites, should be construed as an endorsement by SageReport of any third parties, or any products, services or information of any third parties. Your choice to access a link to any other website is at your own risk, and you agree to comply with all terms and conditions relating to such websites.

Your viewing and use of any third party websites, products, or services is at your sole discretion and risk.

10. Indemnification

You shall indemnify, hold harmless, and, at SageReport’s option, defend SageReport and its affiliates, owners, officers, directors, and employees, from and against any and all losses, damages, liabilities, costs (including reasonable attorneys’ fees) (“Losses”) incurred by SageReport resulting from any third-party claim, suit, action or proceeding relating to or arising from your use of the Services, any User Content, any Feedback you provide, any violation of these Terms by you, or any other act or omission by you, including your violation of any rights of another, arising from your use of the Services or any of its features. This indemnity is in addition to, and not in lieu of, any other indemnities set forth in the Subscription Agreement.

11. General Disclaimers

TO THE EXTENT NOT PROHIBITED BY APPLICABLE LAW, THE SERVICES AND THE CONTENT ARE PROVIDED ON AN “AS IS,” “AS AVAILABLE” AND “WITH ALL FAULTS” BASIS. TO THE FULLEST EXTENT PERMISSIBLE BY LAW, SAGEREPORT DOES NOT MAKE ANY REPRESENTATIONS OR WARRANTIES OR ENDORSEMENTS OF ANY KIND WHATSOEVER, EXPRESS OR IMPLIED, AS TO:

  • THE SERVICES
  • CONTENT
  • USER CONTENT
  • SECURITY ASSOCIATED WITH THE TRANSMISSION OF INFORMATION TO OR FROM THE SERVICES

SAGEREPORT HEREBY DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, THAT ANY RESULTS WILL BE ACHIEVED, NON-INFRINGEMENT, TITLE, CUSTOM, TRADE, QUIET ENJOYMENT, SYSTEM INTEGRATION AND FREEDOM FROM COMPUTER VIRUS.

SAGEREPORT DOES NOT REPRESENT OR WARRANT THAT THE SERVICES WILL BE ERROR-FREE OR UNINTERRUPTED; THAT DEFECTS WILL BE CORRECTED; OR THAT THE SERVICES OR THE SERVERS THAT MAKE THE SERVICES AVAILABLE ARE FREE FROM ANY HARMFUL COMPONENTS, INCLUDING, WITHOUT LIMITATION, VIRUSES. SAGEREPORT DOES NOT MAKE ANY REPRESENTATIONS OR WARRANTIES THAT THE INFORMATION (INCLUDING ANY INSTRUCTIONS) ON THE SERVICES IS ACCURATE, COMPLETE, OR USEFUL. YOU ACKNOWLEDGE THAT YOUR USE OF THE SERVICES IS AT YOUR SOLE RISK. SAGEREPORT DOES NOT WARRANT THAT YOUR USE OF THE SERVICES IS LAWFUL IN ANY PARTICULAR JURISDICTION. SAGEREPORT SPECIFICALLY DISCLAIMS ALL SUCH WARRANTIES.

BY ACCESSING OR USING THE SERVICES YOU REPRESENT AND WARRANT THAT YOUR ACTIVITIES ARE LAWFUL IN EVERY JURISDICTION WHERE YOU ACCESS OR USE THE SERVICES.

12. Limitation of Liability; Waiver

TO THE FULLEST EXTENT PERMITTED BY LAW, IN NO EVENT SHALL SAGEREPORT BE LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES OF ANY KIND (INCLUDING, BUT NOT LIMITED TO, LOSS OF REVENUE, INCOME OR PROFITS, LOSS OF USE OR DATA, LOSS OR DIMINUTION IN VALUE OF ASSETS OR SECURITIES, OR DAMAGES FOR BUSINESS INTERRUPTION) ARISING OUT OF OR IN ANY WAY RELATED TO THE ACCESS TO OR USE OF THE SERVICES (INCLUDING, BUT NOT LIMITED TO, USER CONTENT AND LINKS TO THIRD-PARTY WEBSITES), OR THE ORDER, RECEIPT OR USE OF ANY PRODUCT OR SERVICE, OR OTHERWISE RELATED TO THESE TERMS (INCLUDING, BUT NOT LIMITED TO, ANY DAMAGES CAUSED BY OR RESULTING FROM RELIANCE ON ANY INFORMATION OBTAINED FROM SAGEREPORT, OR FROM EVENTS BEYOND SAGEREPORT’S REASONABLE CONTROL, REGARDLESS OF THE FORM OF ACTION, WHETHER BASED IN CONTRACT, TORT (INCLUDING, BUT NOT LIMITED TO, SIMPLE NEGLIGENCE, WHETHER ACTIVE, PASSIVE OR IMPUTED) OR ANY OTHER LEGAL OR EQUITABLE THEORY, EVEN IF SAGEREPORT HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES AND REGARDLESS OF WHETHER SUCH DAMAGES WERE FORESEEABLE).

TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL THE MAXIMUM AGGREGATE LIABILITY OF SAGEREPORT ARISING OUT OF OR IN ANY WAY RELATED TO THE SERVICES EXCEED ONE HUNDRED DOLLARS ($100). THE FOREGOING LIMITATIONS SHALL APPLY EVEN IN THE EVENT YOUR REMEDIES HEREUNDER FAIL OF THEIR ESSENTIAL PURPOSE, AND THE FOREGOING SHALL CONSTITUTE SAGEREPORT’S SOLE LIABILITY AND OBLIGATION IN RESPECT HEREOF.

IF YOU ARE A CALIFORNIA RESIDENT, YOU HEREBY WAIVE YOUR RIGHTS UNDER CALIFORNIA CIVIL CODE 1542, WHICH STATES “A GENERAL RELEASE DOES NOT EXTEND TO CLAIMS THAT THE CREDITOR OR RELEASING PARTY DOES NOT KNOW OR SUSPECT TO EXIST IN HIS OR HER FAVOR AT THE TIME OF EXECUTING THE RELEASE AND THAT, IF KNOWN BY HIM OR HER, WOULD HAVE MATERIALLY AFFECTED HIS OR HER SETTLEMENT WITH THE DEBTOR OR RELEASED PARTY.”

13. Arbitration and Waivers

13.1 MANDATORY BINDING ARBITRATION AND JURY TRIAL WAIVER

WITH THE EXCEPTION OF ANY REQUEST FOR INJUNCTIVE RELIEF OR OTHER DISPUTE RELATING TO THE ACTUAL OR THREATENED INFRINGEMENT OF OR OTHER MISUSE OF SAGEREPORT INTELLECTUAL PROPERTY RIGHTS, YOU AGREE THAT ANY CLAIMS, ACTIONS, OR DISPUTES RELATED TO THE SERVICES OR THESE TERMS, IF NOT SETTLED THROUGH NEGOTIATION BETWEEN THE PARTIES, WILL BE FINALLY RESOLVED THROUGH BINDING ARBITRATION. THE ARBITRATION WILL BE ADMINISTERED BY THE AMERICAN ARBITRATION ASSOCIATION (“AAA”) AND WILL BE CONDUCTED IN ACCORDANCE WITH THE APPLICABLE AAA RULES. SUBJECT TO THIS ARBITRATION PROVISION, THE ARBITRATOR MAY AWARD DECLARATORY OR INJUNCTIVE RELIEF ONLY IN FAVOR OF THE INDIVIDUAL PARTY SEEKING RELIEF AND ONLY TO THE EXTENT NECESSARY TO PROVIDE RELIEF WARRANTED BY THE PARTY’S INDIVIDUAL CLAIM. UNLESS OTHERWISE AGREED TO BY THE PARTIES IN WRITING, THE ARBITRATION PROCEEDINGS SHALL REMAIN CONFIDENTIAL.

YOU AGREE THAT THESE TERMS OF THIS SECTION REGARDING ARBITRATION ARE GOVERNED BY THE FEDERAL ARBITRATION ACT IN ALL RESPECTS. IF, FOR WHATEVER REASON, THE RULES AND PROCEDURES OF THE FAA CANNOT APPLY, THE LAW GOVERNING ARBITRATION AGREEMENTS IN THE STATE OF DELAWARE SHALL APPLY.

YOU HAVE THE RIGHT TO OPT OUT OF THE BINDING ARBITRATION REQUIREMENT DESCRIBED ABOVE BY PROVIDING NOTICE OF YOUR INTENTION TO DO SO TO INFO@SAGEREPORT.COM WITHIN 30 DAYS OF CREATING AN ACCOUNT (THE "OPT OUT PERIOD"). USE OF THE SERVICES AFTER THE OPT OUT PERIOD, WITHOUT OPTING OF THE REQUIREMENT ACCORDING TO ITS TERMS, CONSTITUTES ACCEPTANCE OF THE TERMS OF THIS AGREEMENT.

NOTWITHSTANDING ANYTHING TO THE CONTRARY IN THESE TERMS, IF YOU CHOOSE TO OPT OUT OF THE ARBITRATION REQUIREMENT IN ACCORDANCE WITH THIS SECTION, OR IF A COURT DECIDES BY MEANS OF A FINAL DECISION, NOT SUBJECT TO ANY FURTHER APPEAL OR RECOURSE, THAT THE MANDATORY ARBITRATION TERMS HEREIN ARE INVALID OR UNENFORCEABLE AS TO A PARTICULAR CLAIM OR REQUEST FOR RELIEF, THEN YOU AGREE THAT THAT PARTICULAR CLAIM OR REQUEST FOR RELIEF (AND ONLY THAT PARTICULAR CLAIM OR REQUEST FOR RELIEF) SHALL BE SEVERED FROM THE ARBITRATION AND MAY BE RESOLVED ONLY IN THE STATE OR FEDERAL COURTS LOCATED IN THE STATE OF DELAWARE, AND IN THAT EVENT, YOU EXPRESSLY HEREBY WAIVE YOUR RIGHT TO A JURY TRIAL AND AGREE TO THE EXCLUSIVE JURISDICTION OF SUCH COURTS.

13.2 CLASS ACTION / OTHER MASS ACTION WAIVER

YOU WAIVE ALL RIGHTS TO FILE, BRING, TAKE ACTION AS PART OF, OR PARTICIPATE IN, A CLASS ACTION, CONSOLIDATED, COLLECTIVE OR MASS ACTION (INCLUDING MASS ARBITRATION) WITH OTHER PERSONS OR ENTITIES, IN CONNECTION WITH THESE TERMS, THE SERVICES CONTEMPLATED HEREIN. IF YOU CHOOSE TO FILE, BRING, TAKE ACTION AS PART OF, OR PARTICIPATE IN, AGAINST SAGEREPORT, OUR AFFILIATES, OR ANY OFFICERS, DIRECTORS, SHAREHOLDERS, MEMBERS, OR EMPLOYEES OF THE FOREGOING, YOU MAY ONLY DO SO AS AN INDIVIDUAL PARTY.

14. Governing Law and Jurisdiction

These Terms and the transactions they contemplate, including without limitation their interpretation, construction, performance, and enforcement, shall be governed by the laws of the State of Delaware, U.S.A., including its statutes of limitations, but without reference to conflict or choice of law provisions. The International Convention on the Sale of Goods shall not apply.

15. Notice

You agree that any notices, agreements, disclosures, or other communications that we send to you electronically will satisfy any legal communication requirements, including, but not limited to, that such communications be in writing.

Persons with disabilities who need assistance accessing these Terms may contact us at info@sagereport.com , and depending on their individual needs, we will make reasonable efforts to furnish these Terms in an alternative format.

16. Severability

If any term, clause or provision of these Terms is held invalid or unenforceable, then that term, clause or provision will be severable from these Terms and will not affect the validity or enforceability of any remaining part of that term, clause or provision, or any other term, clause or provision of these Terms.

17. Miscellaneous

These Terms (and the Subscription Agreement, if you are the purchaser of the Services) constitute the entire agreement between you and SageReport. These Terms, and any rights granted hereunder, may not be transferred, or assigned by you without the prior written consent of SageReport. No waiver of any provision of these Terms will constitute a waiver of such provision in any prior, concurrent, or subsequent circumstance, and SageReport’s failure to assert any right or provision under these Terms shall not constitute a waiver of such right or provision. These Terms are intended solely for the benefit of the parties and do not confer third-party beneficiary rights upon any other person or entity.