Terms of Service

Tax Prep Pro provides productized SuiteDash buildouts, member training, and related digital deliverables (the “Service”). This Agreement is entered into by and between Tax Prep Pro’s operating entity (“Provider”) and the individual or entity purchasing, accessing, or using the Service (“Client”).

• A branded SuiteDash workspace provisioned under Provider’s reseller plan
• The 8-phase client journey installed into the workspace
• Adaptive intake forms for the filing types Client elects
• Member training (videos and live walkthrough)
• Optional Tax Monitor Pro bundle and Ongoing Support tiers

Unless expressly stated in writing, purchases do not include unlimited revisions, custom development beyond the purchased scope, legal review, compliance review, tax advice, accounting advice, or regulated professional services.

Client acknowledges that Provider does not provide legal, tax, accounting, financial, compliance, HR, employment, or other regulated professional advice under this Agreement unless separately and expressly stated in writing.

Any templates, examples, content, structure, prompts, or suggestions provided through the Service are for operational and informational purposes only.

• Provide accurate business, billing, and access information.
• Provide branding assets, intake-question content, and engagement-letter language in a timely manner.
• Review all deliverables before relying on them in operations or client onboarding.
• Ensure that Client's use of the workspace complies with Client's professional obligations, licenses, and applicable law.

Tax Prep Pro workspaces are provisioned as child accounts under Provider’s SuiteDash reseller plan. Provider retains administrative access for buildout, support, billing reconciliation, and deprovisioning at end of engagement. Client retains operational control of the workspace.

The Service depends on third-party platforms including SuiteDash, Stripe, Cloudflare, Resend, and Google. Provider is not responsible for outages, policy changes, pricing changes, API changes, or feature removals caused by third-party providers.

A deliverable is deemed accepted upon the earliest of:

• Delivery of files, workspace access, or configuration handoff,
• The Service becoming available for Client use, or
• Client using, approving, or onboarding live taxpayers into the workspace.

Client agrees to pay the fees presented at checkout, invoice, proposal, or service order — including the setup fee at engagement kickoff and the monthly per-active-member subscription thereafter.

Unless otherwise stated in writing, fees are due in advance and are non-refundable except as described in the Refund Policy.

Provider may access and handle Client information only as reasonably necessary to deliver the Service. Additional details are described in the Privacy Policy.

Provider retains all rights in Provider-owned templates, design systems, frameworks, code, training materials, processes, and related proprietary materials except where a separate written transfer or license expressly says otherwise.

Client receives a limited, non-exclusive, non-transferable license to use purchased deliverables for Client’s internal business use. Client may not resell, redistribute, sublicense, or falsely claim authorship of Provider-owned materials unless expressly authorized in writing.

Any changes, additions, integrations, or customizations to the Service outside the purchased scope are outside this Agreement unless separately approved in writing.

Provider does not guarantee revenue, lead volume, conversion rate, client retention, hiring success, time savings, business outcomes, regulatory outcomes, or uninterrupted availability of any third-party platform.

To the maximum extent permitted by law, Provider will not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, including lost revenue, lost profits, lost data, business interruption, or reliance-based harm arising out of or related to this Agreement.

Provider’s total aggregate liability under this Agreement will not exceed the amount actually paid by Client for the specific product or service giving rise to the claim.

• Client's misuse of deliverables or systems,
• Client's breach of this Agreement,
• Client's violation of applicable law, or
• Client's violation of a third party's rights, terms, or content restrictions.

Provider may suspend or terminate access or buildout work if Client materially breaches this Agreement, fails to pay, engages in abusive conduct, misuses systems, creates security risk, or initiates fraudulent payment activity.

This Agreement is governed by the laws of the State of California, without regard to conflict-of-law principles.

Any dispute arising from this Agreement will be resolved in the state or federal courts located in San Diego County, California, unless the Parties agree in writing to another dispute process.

This Agreement, together with the Privacy Policy, Refund Policy, and any written invoice, proposal, order, or scope document expressly incorporated by reference, constitutes the entire agreement between the Parties regarding the subject matter described here.