Terms of Service

Introduction

Welcome to Tax Hero.

These Terms of Service ("Terms") form a binding agreement between you and Tax Hero AI Inc. ("Tax Hero," "we," "us," or "our").

These Terms govern your access to and use of the Tax Hero website, software platform, applications, AI-assisted features, bookkeeping tools, tax preparation tools, compliance calendars, and related products and services (collectively, the "Services").

By creating an account, selecting an acceptance checkbox, purchasing a membership, or otherwise using the Services after being presented with these Terms, you agree to be bound by them. If you do not agree, you must not use the Services.

If you use the Services on behalf of a company or other organization, "you" includes that entity where the context requires.

Additional agreements may apply to particular professional services, including tax return preparation, tax review, managed bookkeeping, and custom accounting engagements.

Eligibility and authority

You must be at least 18 years old and legally capable of entering into a binding agreement to create an account.

If you register on behalf of a business, you represent and warrant that you have the authority to accept these Terms and act on that business's behalf.

You are responsible for ensuring that the information you provide about yourself, your business, and your authority is accurate.

We may request additional verification when reasonably necessary to confirm account ownership, business identity, or authorization to use the Services.

Accounts and security

You agree to provide accurate, current, and complete information when registering and to keep your account information updated.

You are responsible for maintaining the confidentiality of your login credentials and for activities conducted through your account, except to the extent caused by our breach of applicable obligations.

You must promptly notify us if you become aware of unauthorized access, compromised credentials, or suspicious activity involving your account.

You may not impersonate another person, misrepresent your authority over a company, or access financial information that you are not authorized to use.

We may take reasonable security measures, including requiring verification, limiting access, or temporarily suspending an account when necessary to protect users, financial information, or our systems.

Our services

Tax Hero offers software and service-based solutions to help businesses organize financial information and manage tax and compliance obligations.

Software and self-service tools

Depending on your membership, our Services may include automated transaction processing, AI-assisted bookkeeping, financial summaries, document management, tax calendars, compliance reminders, and tax preparation tools.

Unless expressly included in your plan, access to software tools does not include professional review, tax return signing, tax return filing, legal representation, or managed accounting services.

Membership tiers

Tax Hero may offer membership tiers such as DIY, With Review, and Just Handle It.

Each membership provides only the features, service limits, and professional involvement expressly described in the applicable plan description and any additional service agreement.

A higher-priced membership does not automatically include every possible tax form, accounting service, legal matter, audit response, or government representation service.

Classic Accounting

Custom or traditional accounting engagements may be offered separately and are subject to agreed scope, pricing, and service terms.

Submitting a request for custom accounting services does not itself create a professional engagement or obligate Tax Hero to accept it.

Artificial intelligence

Certain features of Tax Hero use artificial intelligence, machine learning, automated document extraction, and other software-based processing.

These technologies may help categorize transactions, extract information from financial records, identify potential filing obligations, generate explanations, and prepare draft financial or tax information.

AI-generated information may contain errors

Automated outputs may be incomplete, inaccurate, outdated, or inappropriate for your particular circumstances.

AI-generated content should not be treated as independently verified professional tax, accounting, financial, or legal advice.

Human review

Human review is provided only where expressly included in your purchased membership or a separate professional engagement.

Tax Hero may use automated systems to assist its personnel and authorized professionals, but the use of such systems does not eliminate professional obligations applicable to an agreed professional engagement.

Customer review

You are responsible for reviewing information presented to you, identifying apparent errors, and providing corrections or supporting documentation when requested.

We may flag uncertain transactions, request clarification, or require additional records before information can be considered sufficiently complete for a particular task.

We do not guarantee that automated processing will identify every transaction, tax obligation, compliance requirement, or filing deadline.

Tax responsibilities

Tax Hero provides tools and, where expressly agreed, professional services to help you manage tax-related obligations.

Unless we have expressly undertaken a particular responsibility in an applicable engagement agreement, you remain responsible for:

• Providing accurate and complete financial records, ownership information, and supporting documentation.
• Informing us about relevant changes to your business, financial activity, ownership, residency, and operations.
• Reviewing returns, forms, calculations, and other documents before approval or submission.
• Authorizing filings where authorization is required.
• Paying applicable taxes, penalties, interest, and government filing fees.
• Meeting obligations that are outside the scope of your purchased Services.

Deadlines and reminders

Tax calendars, deadline estimates, notifications, and reminders are intended to help you stay organized.

They may depend on information you provide and may not reflect every jurisdiction, election, extension, special circumstance, or change in applicable law.

A deadline displayed in the platform does not establish that Tax Hero has agreed to prepare or submit the corresponding filing.

Filing authorization

We will not treat your purchase of a membership, by itself, as authorization to sign, electronically submit, or otherwise file a tax return on your behalf.

Where filing services are offered, additional information, review, signatures, authorizations, or engagement documents may be required.

No guaranteed tax outcomes

We do not guarantee tax refunds, the acceptance of a filing, eligibility for a deduction or credit, avoidance of an examination, or any particular tax outcome.

Professional services

Professional tax review, tax return preparation, managed bookkeeping, accounting, and related services may be performed by Tax Hero personnel or appropriately qualified third-party professionals, depending on the engagement.

The applicable service scope, deliverables, responsibilities, exclusions, deadlines, and fees may be described in a separate engagement letter or service agreement.

If there is a conflict between these Terms and a separately executed professional services agreement, the latter controls with respect to the professional services expressly covered by that agreement.

Professional relationships

Creating a Tax Hero account or purchasing access to software does not, by itself, establish an attorney-client relationship, an audit engagement, or a professional relationship with any individual CPA, attorney, or other licensed professional.

Any professional relationship will be governed by the applicable engagement, professional standards, and law.

Customer cooperation

Professional work may require timely delivery of complete records, responses to questions, identity verification, approval of deliverables, and other reasonable cooperation.

Delays, missing information, or materially inaccurate representations may affect the services we can provide and applicable completion dates.

Customer information and confidentiality

Your use of Tax Hero may involve financial, business, tax, identity, banking, ownership, transaction, and other sensitive information ("Customer Data").

Ownership

As between you and Tax Hero, you retain ownership of Customer Data and the rights you lawfully hold in that information.

You grant Tax Hero a limited right to receive, store, access, and process Customer Data as necessary to provide the Services you request, maintain our systems, protect against misuse, and comply with applicable legal obligations, subject to applicable privacy and tax-information restrictions.

Authority to provide information

You represent that you have the authority to submit Customer Data and to instruct Tax Hero to process it for the requested Services.

You must not submit information belonging to another person or entity unless you are legally authorized to do so.

Confidentiality

Tax Hero will treat nonpublic Customer Data as confidential and will restrict access and disclosure in accordance with applicable law, our Privacy Policy, and any applicable professional obligations.

Access may be provided to authorized personnel, professional service providers, and technology vendors where permitted and reasonably necessary for the Services.

Tax return information

Certain information supplied in connection with tax return preparation may be subject to special federal restrictions on use and disclosure, including Internal Revenue Code Section 7216 and applicable Treasury regulations.

Where a particular use or disclosure requires separate taxpayer consent, these Terms do not replace that consent.

We will obtain any legally required authorization before undertaking a use or disclosure that requires it.

Data protection

We will maintain safeguards designed to protect Customer Data, taking into account the nature of the information and applicable legal requirements.

However, no electronic system can be guaranteed to be completely secure. You should use appropriate safeguards when transmitting and accessing sensitive information.

Privacy

Our Privacy Policy provides additional information about personal information and applicable privacy practices.

Read our Privacy Policy

Third-party services

The Services may rely on or integrate with third-party providers, including payment processors, cloud infrastructure, document processing systems, artificial intelligence providers, financial institutions, and other authorized service providers.

Additional terms may apply when you connect or directly use a third-party product or service.

Tax Hero does not control the independent acts or omissions of third-party services. However, this provision does not relieve Tax Hero of responsibilities imposed by applicable law or its own contractual obligations.

Where Customer Data is shared with service providers, the disclosure remains subject to applicable law, the Privacy Policy, and any authorization legally required for the information involved.

We will not treat these Terms as blanket authorization for otherwise restricted disclosures of tax return information.

Billing and subscriptions

Certain Services require a paid membership or separate payment.

Membership prices, billing intervals, and included features are displayed during purchase and may also be described on our Pricing page.

Recurring billing

If you purchase an automatically renewing subscription, you authorize us and our payment processor to charge the applicable subscription fees at the disclosed billing interval until you cancel.

Monthly subscriptions generally renew monthly, and annual subscriptions generally renew annually, as disclosed during checkout.

Payment processing

Payments may be processed by Stripe or another payment service provider. Applicable payment-provider terms and privacy notices may also apply.

Taxes and government fees

Subscription fees do not include applicable government taxes, filing fees, penalties, interest, or third-party charges unless expressly stated otherwise at purchase.

Failed payments

If a payment fails, we may request an updated payment method, retry collection as permitted, or suspend paid features following appropriate notice.

Plan changes

Upgrades, downgrades, and billing interval changes may result in immediate charges, credits, prorations, or changes effective at the next billing period.

Any applicable charge and effective date should be disclosed before you confirm a change.

Plan changes do not automatically expand an existing professional engagement beyond its agreed scope.

Pricing changes

We may change subscription prices prospectively, subject to any applicable notice requirements and existing contractual commitments.

We will not retroactively change a completed purchase.

Cancellation and refunds

Cancellation

You may cancel an automatically renewing subscription through the cancellation method made available in your account or by contacting Tax Hero through the applicable support channel.

Cancellation generally stops future recurring charges, subject to any separately agreed commitments and applicable law.

Unless otherwise disclosed at purchase, access to paid subscription features continues through the end of the current paid billing period.

Refunds

Fees for an already-started subscription period are generally nonrefundable except where required by law, expressly stated in the applicable purchase terms, or approved by Tax Hero.

This provision does not limit any mandatory refund, cancellation, or other rights available under applicable law.

Professional services

Refunds, cancellations, and charges for professional work already performed may be governed by a separate service agreement.

Account records

Canceling a subscription does not necessarily delete your account or all previously submitted information.

Certain records may need to be retained for legal, accounting, tax, security, or other legitimate purposes, subject to applicable law.

Acceptable use

You agree not to misuse the Services or interfere with their operation.

Prohibited conduct includes:

• Submitting fraudulent, knowingly false, or unlawfully obtained information.
• Accessing accounts, documents, or records without authorization.
• Attempting to bypass access controls or security restrictions.
• Distributing malware, attacking infrastructure, or disrupting the Services.
• Using automated systems to scrape or extract data without authorization.
• Reverse engineering protected components except where applicable law permits such activity.
• Using the Services to facilitate fraud, tax evasion, identity theft, or other unlawful conduct.
• Misrepresenting AI-generated or draft documents as independently verified professional work.

We may investigate suspected violations and take reasonable corrective action, including restricting access where appropriate.

Intellectual property

Tax Hero and its licensors retain all rights in the software, platform design, trademarks, documentation, proprietary technology, and other protected elements of the Services.

Subject to these Terms and payment of applicable fees, we grant you a limited, nonexclusive, nontransferable right to access and use the Services for your authorized business purposes.

This license does not transfer ownership of the platform or underlying technology.

Your information and reports

You retain your rights in Customer Data.

Subject to applicable third-party rights, professional restrictions, and payment obligations, you may use financial reports and other deliverables prepared specifically for your business for your lawful business purposes.

This does not grant rights to our underlying software, proprietary models, internal methodologies, or reusable platform components.

Service availability and changes

We work to maintain reliable and useful Services, but availability may be affected by maintenance, updates, outages, security incidents, third-party failures, or circumstances beyond our control.

We may improve, modify, replace, or discontinue particular features.

If a change materially reduces a paid feature during an active subscription period, we will address the change in accordance with applicable law and contractual obligations.

We do not guarantee uninterrupted access or that every software issue will be corrected immediately.

Disclaimers

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, SOFTWARE AND SELF-SERVICE FEATURES ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS.

EXCEPT AS EXPRESSLY PROVIDED IN AN APPLICABLE AGREEMENT OR REQUIRED BY LAW, TAX HERO DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

TAX HERO DOES NOT WARRANT THAT AUTOMATED RESULTS WILL BE COMPLETE, ERROR-FREE, OR SUITABLE FOR EVERY TAX OR ACCOUNTING SITUATION.

NOTHING IN THIS SECTION EXCLUDES WARRANTIES, PROFESSIONAL DUTIES, OR OTHER RESPONSIBILITIES THAT CANNOT LAWFULLY BE DISCLAIMED.

Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, TAX HERO AND ITS OFFICERS, EMPLOYEES, AFFILIATES, AND SERVICE PROVIDERS WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS, LOST BUSINESS OPPORTUNITIES, OR BUSINESS INTERRUPTION, ARISING FROM THE SERVICES.

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, TAX HERO'S AGGREGATE LIABILITY ARISING FROM OR RELATING TO THE SERVICES WILL NOT EXCEED THE GREATER OF:

1. THE TOTAL FEES PAID BY YOU TO TAX HERO FOR THE AFFECTED SERVICES DURING THE TWELVE MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM; OR
2. ONE HUNDRED U.S. DOLLARS ($100).

THESE LIMITATIONS DO NOT APPLY TO THE EXTENT PROHIBITED BY LAW, INCLUDING LIABILITIES THAT CANNOT LAWFULLY BE LIMITED.

IF A SEPARATE PROFESSIONAL SERVICES AGREEMENT PROVIDES DIFFERENT LIABILITY TERMS FOR A SPECIFIC ENGAGEMENT, THAT AGREEMENT GOVERNS THE COVERED SERVICES TO THE EXTENT PERMITTED BY LAW.

Indemnification

To the extent permitted by applicable law, you agree to defend, indemnify, and hold harmless Tax Hero from third-party claims, losses, and reasonable expenses arising from:

• Your unlawful use of the Services.
• Your material breach of these Terms.
• Your knowing submission of fraudulent information.
• Your infringement of another party's rights through content you provide.

This obligation does not apply to the extent a claim results from Tax Hero's own wrongful conduct or breach of its legal obligations.

Suspension and termination

You may stop using the Services at any time, subject to applicable subscription and professional engagement terms.

We may suspend or terminate access for material violations of these Terms, unlawful activity, serious security risks, or failure to pay applicable fees, subject to applicable notice requirements.

Where reasonably practicable, we will provide notice and an opportunity to resolve an issue before suspension or termination.

Account termination does not eliminate obligations that arose before termination, including outstanding payments and legally required record retention.

Data access, export, and deletion will be handled according to applicable law, our Privacy Policy, and any relevant service agreement.

Disputes and governing law

Informal resolution

Before initiating formal legal proceedings, you and Tax Hero agree to make a good-faith effort to resolve disputes through direct communication, except where immediate legal relief is necessary.

You may contact us using the legal contact information at the end of these Terms.

Governing law

These Terms are governed by the laws of the State of Delaware, United States, without regard to conflict-of-laws principles, except where mandatory law requires otherwise.

Jurisdiction

Subject to any mandatory applicable jurisdictional rules, disputes arising from these Terms will be brought in a court of competent jurisdiction located in Delaware.

Nothing in this section prevents either party from seeking urgent injunctive relief where permitted by applicable law.

Changes to these Terms

We may update these Terms to reflect changes in our Services, business practices, legal requirements, or security needs.

We will identify the effective date of the current Terms and provide appropriate notice of material changes.

Where required by applicable law, we will seek affirmative acceptance of updated Terms before applying them.

We will maintain appropriate records of agreement versions and customer acceptance.

Material changes will not retroactively eliminate rights that have already accrued under a prior agreement.

General provisions

Entire agreement

These Terms, together with any applicable order, service agreement, and other expressly incorporated terms, constitute the agreement governing the relevant Services.

Severability

If any provision is found unenforceable, the remaining provisions remain effective to the extent permitted by law.

No waiver

Failure to enforce a provision does not constitute a waiver of the right to enforce it later.

Assignment

You may not transfer your rights or obligations under these Terms without our prior written consent, except where applicable law provides otherwise.

We may assign these Terms in connection with a merger, acquisition, reorganization, or transfer of substantially all relevant business assets, subject to applicable legal requirements.

Electronic communications

You agree that notices, records, and communications relating to the Services may be provided electronically where legally permitted.

This provision does not replace any additional electronic consent, signature, or disclosure procedure required by law.

Survival

Provisions that by their nature should survive termination will continue to apply, including applicable payment obligations, intellectual property rights, confidentiality, liability limitations, and dispute provisions.

Contact

If you have questions about these Terms, please contact: