Terms of Service

1.Acceptance of Terms

These Terms of Service ("Terms") are a binding agreement between you ("you," "Customer," or "Client") and TaxPro Tech Services ("TaxPro Tech," "we," "us," or "our"). By accessing our website at taxprotechservices.com, contacting us, purchasing any service, or signing an order or proposal that references these Terms, you agree to be bound by them. If you do not agree, do not use our services.

These Terms apply together with any signed order, proposal, statement of work, or service-specific addendum. If there is a conflict, a signed order controls over these Terms for the services covered by that order.

2.Eligibility

Our services are intended for businesses, tax professionals, and tax offices. By using the services, you represent that:

• You are at least 18 years old and legally authorized to enter into this agreement on behalf of your business.
• The information you provide is accurate, current, and complete.
• Your use of the services will comply with all applicable federal, state, and local laws, including those governing tax preparation, taxpayer data protection, advertising, and consumer protection.

3.Description of Services

TaxPro Tech provides technology and operational support services for tax preparers and tax offices, which may include:

• Drake Software setup, configuration, hosting referrals, and ongoing support.
• Cloud, backup, and continuity solutions.
• Cybersecurity setup, antivirus, and WISP documentation support.
• Bank product enrollment and configuration support.
• VoIP, eFax, email, and related communications infrastructure.
• Training, onboarding, and seasonal readiness assistance.
• Other technology or consulting services described in a signed order or proposal.

The specific services, scope, deliverables, and timelines for your engagement are described in your order, proposal, or service description. We may modify or discontinue features that are not covered by a signed order at any time, in our reasonable discretion.

4.Orders, Fees & Renewals

Fees, billing terms, and the renewal cycle for each service are described in the order or proposal you sign or accept. Unless otherwise stated:

• Fees are quoted in U.S. dollars and are exclusive of taxes, third-party charges, and bank fees.
• Recurring subscriptions automatically renew for successive periods unless canceled before the end of the then-current period.
• You authorize us to charge your payment method on file for any amounts due, including renewals.
• Late or unpaid amounts may accrue interest at the lesser of 1.5% per month or the maximum rate permitted by law and may result in suspension of services.
• You are responsible for any reasonable collection costs, including attorneys' fees, that we incur to recover unpaid amounts.

5.Cancellation & Refunds

Unless a signed order states otherwise:

• One-time setup, configuration, training, and professional-services fees are non-refundable once work has begun.
• Subscription services may be canceled effective at the end of the current billing period; we do not pro-rate fees for partial periods.
• Third-party software, hosting, bank product, and licensing fees are governed by the third-party provider's refund policy and may be non-refundable.
• If we materially fail to deliver a paid service and cannot resolve the issue within a reasonable time, we may, at our discretion, provide a credit or refund for the affected portion of the service.

6.Customer Responsibilities

You are responsible for:

• Maintaining valid EFIN, PTIN, and other authorizations required to operate as a tax preparer.
• The accuracy of information you provide to us and to third-party providers we onboard on your behalf.
• The security of your own user accounts, passwords, multi-factor authentication factors, and physical devices.
• Compliance with the FTC Safeguards Rule, IRS Publication 4557, the Gramm-Leach-Bliley Act, state privacy laws, and any other laws applicable to your business and your taxpayers' data.
• Backing up your own data in addition to any backup we provide, where reasonably feasible.
• Promptly notifying us of suspected security incidents or unauthorized access to your accounts.

7.Acceptable Use

You agree not to:

• Use the services to violate any law, infringe any third-party right, or harm any person.
• Attempt to gain unauthorized access to our systems, accounts, or those of any other customer.
• Reverse-engineer, decompile, or attempt to derive the source of any proprietary technology or content we provide.
• Resell, sublicense, or make our services available to a third party without our prior written consent.
• Send malware, phishing content, spam, or other malicious traffic through our infrastructure.
• Interfere with or disrupt the integrity or performance of our services or any third-party systems.

We may suspend or terminate services to a Customer that violates this section, with or without notice depending on the severity of the violation.

8.Third-Party Services

Our services may include or integrate with third-party software and platforms (for example, Drake Software, Rightworks, banking partners, hosting providers, email and SMS providers, and payment processors). Your use of those third-party services is governed by the third party's own terms and privacy policies, and you are responsible for accepting and complying with them.

We do not control and are not responsible for third-party services, including outages, pricing changes, feature changes, or discontinuation of those services.

9.Customer Data & Confidentiality

As between you and TaxPro Tech, you own and remain responsible for the data you upload, store, transmit, or process through services we configure or host for you ("Customer Data"). You grant us a limited, non-exclusive license to access and process Customer Data only as needed to deliver the contracted services, support, and security operations.

We will treat your non-public business information as confidential, use commercially reasonable safeguards to protect it, and not use it for purposes outside this agreement. Each party may share confidential information of the other only with personnel and vendors who have a need to know and who are bound by confidentiality obligations at least as protective as those here.

Please review our Privacy Policy for more information about how we handle personal information.

10.Intellectual Property

All software, configurations, templates, guides, documentation, methodologies, branding, and other materials we develop, license, or use to deliver the services ("TaxPro Tech IP") remain the property of TaxPro Tech or its licensors. Nothing in these Terms transfers ownership of TaxPro Tech IP to you. We grant you a limited, non-exclusive, non-transferable license to use TaxPro Tech IP solely as needed to receive the benefit of the services during the term.

You retain all rights in your own logos, content, and Customer Data. You grant us a license to use them only as needed to deliver the services and, with your consent, in case studies, testimonials, or marketing materials.

11.Warranties & Disclaimers

We will perform services with reasonable skill and care, consistent with industry practice. Except for that limited commitment:

12.Limitation of Liability

Some jurisdictions do not allow certain limitations of liability, so portions of this section may not apply to you. Nothing in these Terms limits liability that cannot be excluded under applicable law.

13.Indemnification

You will defend, indemnify, and hold harmless TaxPro Tech and its owners, employees, and contractors from and against any third-party claims, losses, damages, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) your use of the services in violation of these Terms or applicable law; (b) Customer Data or any content you upload or transmit through the services; (c) your professional services as a tax preparer or office; or (d) your breach of any representation or obligation under these Terms.

14.Termination

Either party may terminate a service for material breach if the breach is not cured within thirty (30) days of written notice describing it. We may also suspend or terminate services immediately if you fail to pay amounts due, violate Section 7 (Acceptable Use), or use the services in a way that creates a security or legal risk.

On termination: (a) your right to access the services ends; (b) all amounts owed become immediately due; (c) we will, on request and where reasonably feasible, assist you in retrieving Customer Data for a limited transition period (additional fees may apply); and (d) sections that by their nature should survive (including payment obligations, IP, confidentiality, disclaimers, liability limits, indemnification, and governing law) will survive.

15.Governing Law & Disputes

These Terms and any dispute arising out of or relating to them or the services are governed by the laws of the State of New Jersey, without regard to its conflict-of-laws principles. The parties agree to the exclusive jurisdiction and venue of the state and federal courts located in New Jersey for any dispute that is not subject to informal resolution.

Before filing any formal claim, the parties will first attempt to resolve the dispute in good faith through written notice and a 30-day negotiation period. Either party may seek injunctive or equitable relief in court at any time to protect its intellectual property or confidential information.

16.SMS Messaging Terms

Program. TaxPro Tech Services, LLC ("TaxPro Tech") sends text messages to people who opt in through the chat widget on taxprotechservices.com or our appointment booking form. Non-marketing messages cover your inquiry, appointment confirmations and reminders, and support follow-ups. Marketing messages (special offers, discounts and service updates) are sent only if you separately checked the marketing consent box. Consent is not a condition of purchase.

Opting out. You can cancel at any time. Text STOP to the number that messaged you (END, CANCEL, UNSUBSCRIBE, QUIT, STOPALL, OPTOUT and REVOKE also work). We will send one message confirming you have been unsubscribed and will not send any further messages. To join again, text START.

Help. Text HELP or contact us at +1 (888) 612-0050 or [email protected].

Carriers. Carriers are not liable for delayed or undelivered messages.

Frequency and rates. Message frequency varies. Message and data rates may apply for any messages sent to you from us and to us from you. For questions about your text or data plan, contact your wireless provider.

Eligibility. You must be at least 18 years old and the account holder of the mobile number you provide, or have the account holder's permission.

Privacy. See our Privacy Policy, including how we handle mobile numbers and text messaging consent.

17.Changes to These Terms

We may update these Terms from time to time. When we make a material change, we will update the "Effective Date" above and, where appropriate, notify you by email or through our website. Your continued use of the services after an update constitutes acceptance of the revised Terms. If you do not agree to a change, your remedy is to stop using the services and, if applicable, cancel your subscription before the next renewal.

18.General Provisions

• Independent contractors. The parties are independent contractors. Nothing in these Terms creates a partnership, joint venture, agency, or employment relationship.
• Assignment. You may not assign these Terms without our prior written consent. We may assign these Terms in connection with a merger, acquisition, or sale of assets.
• Force majeure. Neither party is liable for delay or failure to perform due to events outside its reasonable control, including natural disasters, outages, labor disruptions, governmental actions, or third-party provider failures.
• Notices. Notices to us must be sent to the contact information below. Notices to you may be sent to the email address on your account.
• Severability. If any provision is held unenforceable, the remaining provisions remain in full effect.
• No waiver. Our failure to enforce a provision is not a waiver of our right to do so later.
• Entire agreement. These Terms, together with any signed order, proposal, or addendum, form the entire agreement between you and TaxPro Tech regarding the services and supersede prior agreements on that subject.

19.Contact Us

Questions about these Terms? Contact us: