Terms of Service

These Terms of Service ("Terms") govern your access to and use of TaxPreparerTools.com, the TaxPreparerTools client portal available at portal.taxpreparertools.com, our software, calculators, AI-assisted features, document workflows, tax preparation and filing services, and related products and services (collectively, the "Service"), operated by TaxPreparerTools LLC ("TaxPreparerTools," "we," "us," or "our"). By accessing or using any part of the Service, you agree to these Terms.

1. Acceptance of Terms

By creating an account, using the client portal, purchasing a subscription or service, submitting documents, requesting tax preparation, authorizing electronic filing, or otherwise using the Service, you confirm that you are at least 18 years old, have the legal capacity and authority to enter into a binding agreement, and agree to these Terms and our Privacy Policy.

If you use the Service on behalf of a business, tax firm, client, or other organization, you represent that you are authorized to bind that organization to these Terms.

2. Description of Service

TaxPreparerTools may provide one or more of the following:

• Web-based tax calculators, planning tools, worksheets, deadline resources, and professional tax utilities
• Tools and resources designed for tax preparers, accountants, CPAs, Enrolled Agents, bookkeeping firms, and other professionals
• A secure client portal for organizers, document collection, document sharing, messaging, workflow management, notices, and related client-service functions
• Electronic signature workflows and tax-document authorization processes when made available
• Tax return preparation services for individuals and businesses when separately requested and accepted by us
• Electronic filing of eligible federal and state tax returns after all required information, approvals, signatures, authorizations, and payments have been received
• Filing-status or acknowledgment information obtained from applicable tax-filing systems or service providers when available
• AI-assisted tax Q&A, document review, data extraction, categorization, workflow assistance, and related automation features
• Reference materials, guides, templates, educational resources, and other professional tools

Not every feature is available to every user, plan, jurisdiction, return type, or engagement. We may add, modify, suspend, or discontinue features from time to time.

3. Tax Preparation and Filing Services

Tax return preparation or filing services are provided only when TaxPreparerTools has accepted the engagement. Access to the website or portal alone does not create a tax preparation, representation, legal, accounting, fiduciary, or advisory relationship.

For paid tax preparation engagements, any engagement letter, service order, statement of work, invoice terms, consent, disclosure, or filing authorization applicable to the engagement is incorporated into these Terms. If a specific engagement document conflicts with these Terms regarding the professional services being provided, the engagement document will control for that engagement.

Unless expressly agreed in writing, our tax preparation services do not include legal services, investment advice, audit or attest services, bookkeeping remediation, tax controversy representation, IRS examination representation, or representation before a federal or state taxing authority.

4. Client Responsibilities for Tax Returns

You are responsible for providing complete, accurate, and timely information necessary to prepare your return. This includes all tax documents, income information, deductions, credits, basis information, ownership information, foreign reporting information, prior-year information, notices, and other facts that may affect your tax return.

You must review the completed return and related documents before signing or authorizing filing. You remain responsible for the accuracy and completeness of the information reported on your tax return, even when we prepared or electronically filed the return for you.

We may rely on information and documents you provide without independently auditing or verifying every item. We may request additional documentation or clarification and may decline to prepare or file a return when information is incomplete, inconsistent, unsupported, unlawful, or otherwise unsuitable for filing.

5. Electronic Filing, Signatures, and Authorizations

Electronic filing will occur only after all required information, approvals, signatures, authorizations, and applicable fees have been received. When required, you must review and sign the applicable IRS or state authorization forms, including Form 8879 or other applicable e-file authorization documents.

An electronically transmitted return is not considered accepted merely because it was submitted. Acceptance or rejection is determined by the IRS or applicable state taxing authority. We do not guarantee that a return will be accepted, processed by a particular date, generate a particular refund, or avoid review, examination, adjustment, penalty, or other action by a taxing authority.

If a return is rejected, additional information or corrective action may be required. You agree to respond promptly to requests related to a rejected filing or other filing issue.

6. Filing Deadlines and Extensions

You are responsible for providing documents and approvals early enough for us to complete the requested work. Submission of documents close to a filing deadline does not guarantee that a return can be prepared or filed by that deadline.

Unless we expressly agree otherwise in writing, you remain responsible for monitoring tax filing and payment deadlines. An extension of time to file generally does not extend the time to pay tax. Estimated tax, extension payments, balances due, penalties, and interest remain your responsibility.

7. Client Portal and Account Security

You may be required to create or use an account to access the client portal or certain Service features. You are responsible for maintaining the confidentiality of your login credentials and authentication methods and for all authorized activity under your account.

You agree to provide accurate account information and to promptly notify us at support@taxpreparertools.com if you suspect unauthorized access, credential compromise, or other security issues.

You may not allow unauthorized persons to access a client, staff, preparer, reviewer, administrator, or firm account. Firms and business customers are responsible for managing access granted to their personnel and for promptly removing access when it is no longer appropriate.

8. Documents and Information Uploaded to the Portal

You retain ownership of documents and information you upload, submit, or transmit through the Service. You grant TaxPreparerTools and our authorized service providers a limited right to host, process, transmit, reproduce, and otherwise use that information as reasonably necessary to provide, secure, support, and improve the Service and to perform services you request, subject to our Privacy Policy and applicable law.

You represent that you have the lawful right and authority to upload or transmit any information you provide. You must not upload malicious code, unlawful material, or information belonging to another person when you do not have permission to provide it.

9. AI-Assisted Features and Automated Processing

The Service may use artificial intelligence or automated systems to assist with tax questions, document classification, data extraction, summaries, workflow suggestions, or other tasks. AI-generated or automated output may be incomplete, inaccurate, or unsuitable for a particular tax situation.

AI-assisted output should not be treated as a final tax determination without appropriate human review. Users of professional tools are responsible for independently reviewing results before relying on them for return preparation, filing, client advice, or compliance decisions.

10. Subscriptions, Professional Fees, and Billing

Software subscriptions and professional tax services may be priced and billed separately. Subscription plans may be monthly, annual, usage-based, or otherwise described at checkout. Tax preparation, filing, advisory, support, or other professional-service fees may be charged under a separate quote, invoice, service order, or engagement agreement.

Recurring subscriptions renew automatically unless cancelled before the renewal date, unless otherwise stated at checkout. You may cancel eligible subscriptions through your account or as otherwise instructed by us.

Professional-service fees may be due before work begins, before delivery of a completed return, before electronic filing, or as otherwise stated in the applicable engagement or invoice. We may suspend work, withhold filing, or restrict paid features when required fees remain unpaid, subject to applicable law and professional obligations.

Refund eligibility depends on the product or service purchased and the work already performed. Billing-error requests should be submitted to support@taxpreparertools.com as soon as reasonably possible.

11. Acceptable Use

You agree not to:

• Use the Service for any unlawful, fraudulent, abusive, or deceptive purpose
• Submit false, fabricated, misleading, altered, or fraudulent tax information or documents
• Attempt to prepare or file a return using another person's information without lawful authority
• Attempt to gain unauthorized access to accounts, client data, systems, authentication methods, or restricted areas
• Reverse-engineer, scrape, copy, or systematically extract proprietary data, software, or content except as permitted by law or written authorization
• Use automated bots, scripts, or other tools to access the Service in a manner that disrupts or exceeds authorized use
• Share paid account credentials with unauthorized users
• Upload malware, malicious code, or content intended to compromise the Service
• Interfere with the integrity, availability, security, or performance of the Service
• Use AI-generated tax output for client delivery, publication, filing, or compliance without appropriate professional review

12. Tax Information and Calculator Disclaimer

General tax calculations, rate tables, deadline information, educational content, AI responses, and self-service tools are provided on an "as-is" and "as-available" basis. Although we seek to maintain accurate information, tax laws, rates, thresholds, forms, procedures, and agency guidance change frequently.

We do not warrant that general informational content or self-service calculations are complete, error-free, current, or applicable to every taxpayer. Users should verify important tax positions, deadlines, calculations, and filing requirements using official sources and professional judgment.

This disclaimer does not eliminate any specific obligations we expressly undertake in a separate written tax preparation engagement.

13. Third-Party Services

The Service may integrate with or rely on third-party providers for hosting, authentication, payments, email, electronic signatures, document processing, tax filing transmission, government acknowledgments, analytics, storage, or other functionality. Your use of third-party services may also be subject to their terms and privacy practices.

We are not responsible for outages, delays, errors, security incidents, rejected transmissions, or other failures caused solely by third-party systems or government systems outside our reasonable control, except to the extent applicable law provides otherwise.

14. No Guarantee of Tax Outcome

Tax outcomes depend on your facts, applicable law, agency processing, elections, documentation, and other factors. We do not guarantee a specific refund amount, tax liability, tax savings result, audit outcome, processing time, acceptance date, credit, deduction, penalty abatement, or other tax result.

15. Limitation of Liability

To the maximum extent permitted by applicable law, TaxPreparerTools LLC and its officers, directors, employees, contractors, and agents will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages arising from or related to the Service.

For claims relating solely to self-service software or subscription features, our aggregate liability for direct damages will not exceed the amount you paid for the affected Service during the 12 months preceding the event giving rise to the claim.

For separately engaged professional tax preparation or filing services, any additional limitations, remedies, or responsibilities stated in the applicable engagement agreement will apply. Nothing in these Terms excludes liability that cannot lawfully be excluded or limited.

16. Indemnification

To the extent permitted by law, you agree to indemnify and hold harmless TaxPreparerTools LLC from third-party claims, damages, losses, liabilities, and reasonable costs arising from your unlawful use of the Service, your violation of these Terms, your unauthorized submission of another person's information, or fraudulent or intentionally misleading information supplied by you.

17. Intellectual Property

Except for user-provided documents and information, the Service, including its software, tools, designs, interfaces, content, workflows, branding, and proprietary materials, is owned by TaxPreparerTools LLC or its licensors and is protected by applicable intellectual property laws.

You may not copy, reproduce, distribute, sell, sublicense, reverse-engineer, or create derivative works from our proprietary software or content except as permitted by law or with our express written authorization. Materials made available for download may be used only within the license or permission accompanying those materials.

18. Privacy and Confidentiality

Our collection, use, disclosure, retention, and protection of personal information are described in our Privacy Policy. Tax information and client documents may contain sensitive personal and financial information, and users must use reasonable safeguards when accessing or transmitting such information.

Where applicable, additional privacy, consent, confidentiality, data-processing, or professional-service terms may be included in an engagement agreement or other written disclosure.

19. Electronic Communications

By using the Service, you consent to receive service-related communications electronically, including portal notifications, account notices, security alerts, document requests, signature requests, filing updates, and other transactional communications. Marketing communications, where applicable, will be handled according to applicable law and your communication preferences.

20. Suspension and Termination

We may suspend or terminate access to the Service when reasonably necessary to protect users or systems, address suspected fraud or unlawful activity, enforce these Terms, respond to legal obligations, or address nonpayment. Where practical and appropriate, we may provide notice and an opportunity to cure before termination.

Termination of portal or subscription access does not automatically eliminate obligations relating to unpaid fees, tax filings already authorized, record retention, confidentiality, intellectual property, dispute resolution, or other provisions that by their nature should survive termination.

21. Third-Party Links and Government Resources

The Service may contain links to IRS.gov, state tax authority websites, and other third-party resources. Links are provided for convenience and do not imply endorsement. We are not responsible for third-party content, policies, availability, or accuracy.

22. Changes to the Service or Terms

We may update these Terms from time to time. Material changes may be communicated by email, portal notice, website notice, or another reasonable method before or when they become effective, as required by applicable law. Your continued use of the Service after revised Terms become effective constitutes acceptance of the revised Terms.

23. Governing Law and Dispute Resolution

These Terms are governed by the laws of the State of Delaware, without regard to conflict-of-law principles, except where applicable law requires otherwise. Disputes will be resolved through binding arbitration under the AAA Consumer Arbitration Rules where legally enforceable, except that either party may seek injunctive or equitable relief in a court of competent jurisdiction.

Nothing in this section waives any right or remedy that cannot legally be waived under applicable federal or state law.

24. Severability and Entire Agreement

If any provision of these Terms is found unenforceable, the remaining provisions will remain in effect to the fullest extent permitted by law. These Terms, together with the Privacy Policy and any applicable engagement letter, service order, consent, disclosure, or other incorporated agreement, constitute the agreement governing your use of the applicable Service.

25. Contact

Questions about these Terms or the Service may be sent to support@taxpreparertools.com or through our Contact page.

TaxPreparerTools LLC · Tax software, secure client portal, and tax preparation services · Not affiliated with the Internal Revenue Service · Not a law firm or financial advisory firm.