Terms & Conditions

Last Updated: January 13, 2025

1. Agreement to Terms

By accessing or using TaxBroz’s services, software, mobile applications, and website (collectively, “Services”), you agree to be bound by these Terms and Conditions (“Terms”). If you disagree with any part of these Terms, you may not access our Services.

2. License and Use Rights

a) Software License:

• Non-exclusive, non-transferable license to use our software
• Limited to the subscription period
• Restricted to authorized users only
• Prohibited from redistribution or resale

b) Acceptable Use:

• Must comply with all applicable laws and regulations
• Cannot modify, reverse engineer, or decompile the software
• Must maintain security of login credentials
• Prohibited from unauthorized access attempts

3. Subscription and Payments

• Fees are due according to selected payment plan
• Automatic renewal unless cancelled
• No refunds for partial billing periods
• Price changes with 30 days notice
• Late payments may result in service suspension

4. Professional Responsibilities

Users must:

• Maintain required professional licenses
• Follow IRS regulations and guidelines
• Protect client confidentiality
• Maintain accurate records
• Report any security incidents

5. Data and Content

a) Your Data:

• You retain rights to your content
• Grant us license to host and process data
• Responsible for data accuracy
• Must have rights to share client data

b) Our Data:

• We retain all rights to our software
• Proprietary information protection
• Copyright and trademark rights
• Software documentation ownership

6. Availability and Support

• Services provided “as is”
• No guarantee of uninterrupted service
• Scheduled maintenance with notice
• Support according to service level agreement
• Emergency support during tax season

7. Liability Limitations

• Limited liability for indirect damages
• No warranty for third-party services
• Force majeure provisions
• Cap on monetary damages
• Professional liability exclusions

8. Termination

We may terminate services if you:

• Violate these Terms
• Misuse our Services
• Fail to pay fees
• Engage in fraudulent activity
• Breach security protocols

9. Indemnification

You agree to indemnify TaxBroz for:

• Claims from your clients
• Regulatory violations
• Unauthorized use
• Data breaches caused by your actions
• Intellectual property violations

10. Changes to Services

We reserve the right to:

• Modify services with notice
• Update software versions
• Change features
• Discontinue services
• Require version updates

11. Dispute Resolution

• Mandatory arbitration
• Choice of law: [State]
• Venue for legal proceedings
• 30-day informal resolution period
• Class action waiver

12. Confidentiality

• Mutual confidentiality obligations
• Trade secret protection
• Client data protection
• Employee confidentiality
• Data breach notification

13. Software Updates

• Automatic updates may be required
• Version compatibility requirements
• Security patch compliance
• Feature additions/removals
• System requirements updates

14. Compliance with Laws

Users must comply with:

• IRS regulations
• State tax laws
• Data protection laws
• Professional standards
• Export control laws

15. Severability

If any provision is found unenforceable:

• Remaining terms stay in effect
• Modified to minimum required change
• Interpreted to original intent
• State-specific provisions