Terms of Service

1. Who may use Tax Plan OS

Tax Plan OS is business software licensed to tax firms, CPAs, enrolled agents, tax attorneys, and other professionals operating in a business capacity. Accounts are not offered to consumers, and taxpayers do not receive logins.

You represent that you are authorized to bind the organization you register and that your use complies with the professional standards, licensing rules, and engagement obligations that apply to you.

2. No tax, legal, or accounting advice

Tax Plan OS provides workflow, documentation, calculation, and record-keeping tooling. Solution content, authorities, eligibility rules, calculators, and templates are informational and may be incomplete or out of date.

Outputs are estimates produced from the inputs you supply. They are not tax opinions, appraisals, valuations, or assurance work, and they do not substitute for the professional judgment of a licensed practitioner. You remain solely responsible for positions taken on any return or filing.

3. Your data and your clients

You retain ownership of the client records, documents, and other content you upload. You grant us the limited rights needed to host, process, back up, and display that content to your authorized users.

You are responsible for having the authority and consents required to upload client information and for keeping your users' credentials and role assignments accurate.

4. Acceptable use

Do not use the platform to upload unlawful content, to circumvent access controls, to probe or disrupt the service, to resell access outside your organization, or to submit malicious files.

We may suspend access where continued use presents a security, legal, or integrity risk to the platform or to other customers.

5. Fees and payment

Subscription plans and engagement fees are billed through our payment provider. Recurring plans renew automatically for the selected interval until canceled. Cancellation takes effect at the end of the paid period unless an immediate cancellation is expressly performed by an authorized administrator.

Fees are exclusive of taxes unless stated otherwise. Amounts already paid are non-refundable except where required by law.

6. Availability and support

We work to keep the service available, but we do not warrant uninterrupted or error-free operation. Planned maintenance, provider outages, and third-party dependencies may affect availability.

7. Disclaimers and limitation of liability

The service is provided on an as-is and as-available basis without warranties of any kind, express or implied, including merchantability, fitness for a particular purpose, and non-infringement.

To the maximum extent permitted by law, our aggregate liability arising from the service is limited to the fees you paid in the twelve months preceding the event giving rise to the claim, and we are not liable for indirect, incidental, consequential, or punitive damages, including penalties, interest, or disallowed tax positions.

8. Termination

Either party may terminate for convenience with notice. On termination you may export your data for a reasonable period, after which we may delete it in line with our retention practices and applicable law.

9. Changes

We may update these terms as the product evolves. Material changes will be communicated in advance, and continued use after the effective date constitutes acceptance.

10. Contact

Questions about these terms can be sent to legal@taxplanos.com.