Legal
Effective Date: October 13, 2026·Last Updated: October 13, 2026
These Terms and Conditions (“Terms”) govern your use of the website, products, services, software-related offerings, consultations, communications, customer resources, and other services provided by TaxPro Software Solutions LLC (“TaxPro Software Solutions,” “we,” “us,” or “our”).
By accessing www.mytaxprosoftware.com, purchasing a product or service, scheduling a consultation, completing an onboarding form, creating or using a customer account, or otherwise interacting with TaxPro Software Solutions LLC, you agree to these Terms.
If you do not agree with these Terms, please do not use our website or services.
TaxPro Software Solutions LLC provides professional tax software access, software-related onboarding, customer support, training resources, business resources, and related services for tax professionals and tax offices.
Our services may include products, technology, or services provided in whole or in part by third-party software vendors, payment processors, banks, financial institutions, training providers, or other service providers.
You must be at least 18 years old and legally able to enter into a binding agreement to purchase or use our products and services.
Certain tax software functions may require valid professional credentials, including a PTIN, EFIN, or other information required by the IRS, software provider, banking partner, or applicable law.
You are responsible for maintaining any professional registrations, licenses, credentials, or approvals required for your tax business.
TaxPro Software Solutions may offer different software packages based on features, software type, return types, office structure, number of users, or other business needs.
Product features, pricing, availability, compatibility, and included services may vary by package and tax year.
We may update package descriptions, features, pricing, software availability, or services when necessary.
A customer's purchase does not guarantee eligibility for every feature, bank product, advance program, integration, or third-party service.
Some software or services made available through TaxPro Software Solutions may be owned, licensed, operated, or fulfilled by third-party vendors.
Your use of third-party software may also be subject to that provider's:
TaxPro Software Solutions is not responsible for changes made by a third-party provider to its software, systems, availability, policies, pricing, or eligibility requirements.
You agree to provide accurate and complete information when making a purchase.
Prices shown at checkout are the prices applicable to that transaction unless otherwise stated.
Payment may be processed through a third-party payment provider.
If you select an installment or payment-plan option, you are responsible for completing the payments according to the terms presented at checkout.
Failure to complete required payments may result in:
Software access may apply to a specific tax year or subscription period.
Returning customers may be required to renew software access for each applicable tax year.
Renewal pricing may differ from initial purchase pricing and may change from year to year.
Renewing software does not automatically guarantee continued eligibility for every product, bank program, advance, feature, or third-party service.
Refund and cancellation eligibility, if any, will be governed by the terms presented to you at the time of purchase and any applicable written refund or cancellation policy provided by TaxPro Software Solutions LLC.
Certain products, software licenses, setup services, administrative services, or services already delivered may be non-refundable where disclosed before purchase.
If you believe a charge was made in error, contact us promptly at support@mytaxprosoftware.com.
Customers may be required to complete an onboarding process before receiving software access or certain services.
The onboarding process may require information such as:
Submitting an onboarding form does not automatically mean your information has been approved or verified.
TaxPro Software Solutions may request additional information before completing software setup.
You are responsible for ensuring that all EFIN, PTIN, business, preparer, and professional information you provide is accurate, current, and lawfully yours to use.
You may not:
TaxPro Software Solutions may suspend or refuse service when information cannot be verified or appears inconsistent, fraudulent, or unauthorized.
TaxPro Software Solutions may provide information about banking products, refund-related services, preseason advances, funding programs, or other opportunities offered by third-party financial institutions.
TaxPro Software Solutions does not guarantee:
All eligibility, underwriting, approval decisions, amounts, and terms are determined by the applicable bank, financial institution, or third-party provider.
TaxPro Software Solutions may allow customers or prospective customers to schedule consultations, software-selection calls, onboarding calls, or support appointments.
Appointment availability is not guaranteed.
A consultation regarding software selection or setup is not legal, accounting, financial, or tax advice.
You remain responsible for your business decisions and professional obligations.
Customers may receive access to training, orientation materials, community resources, documents, videos, templates, or other customer resources.
Unless otherwise stated, these materials are provided for educational and informational purposes.
Access may be limited to active customers or customers enrolled in a particular product or service.
You may not reproduce, resell, publicly distribute, or commercially exploit proprietary TaxPro Software Solutions materials without written permission.
The TaxPro Software Solutions name, branding, website content, training materials, written materials, graphics, resources, and original content are owned by or licensed to TaxPro Software Solutions LLC unless otherwise stated.
Third-party software names, logos, trademarks, and products remain the property of their respective owners.
Nothing in these Terms transfers ownership of intellectual property to you.
You agree not to use our website, products, or services to:
We may suspend or terminate access for misuse.
You are responsible for protecting your usernames, passwords, software credentials, portal credentials, and other account information.
Do not share passwords or access credentials with unauthorized individuals.
Notify us promptly if you believe your account has been compromised.
TaxPro Software Solutions is not responsible for losses caused by your failure to reasonably protect your login credentials.
TaxPro Software Solutions may use artificial intelligence and automation to assist with:
Automated systems may make mistakes.
Where appropriate, matters involving account verification, payment disputes, software access, funding eligibility, or other significant issues may be escalated for human review.
By providing your email address, you may receive transactional or service-related emails concerning:
Where appropriate consent exists, you may also receive marketing communications.
You may unsubscribe from marketing email using the unsubscribe link included in the message.
If you voluntarily opt in to text messaging from TaxPro Software Solutions LLC, you may receive messages related to:
Consent to receive marketing text messages is not required as a condition of purchasing products or services.
You may cancel SMS messages at any time by replying STOP.
After you send STOP, you may receive a confirmation that you have been unsubscribed. After that confirmation, we will stop sending messages covered by that consent unless you later opt in again.
For assistance, reply HELP, email support@mytaxprosoftware.com, or call 877-272-4036.
Message frequency may vary depending on your relationship with TaxPro Software Solutions and the services or communications you requested.
Message and data rates may apply according to your mobile carrier and wireless plan.
Wireless carriers are not responsible for delayed or undelivered messages.
For information about how we handle your information and SMS consent, please review our Privacy Policy at /privacy-policy.
Where we collect SMS consent through an online form, appointment calendar, or other opt-in method:
We send text messages only according to the consent provided and applicable messaging requirements.
Our website or communications may link to third-party websites or services.
TaxPro Software Solutions is not responsible for the content, terms, privacy practices, availability, or security of third-party websites or services.
Your use of those services is governed by the third party's terms and policies.
Unless expressly agreed otherwise in writing, information provided through TaxPro Software Solutions is intended to support software use, business operations, customer education, and related services.
Nothing on our website should be interpreted as individualized legal, financial, accounting, or tax advice.
You are responsible for consulting appropriate professionals when necessary.
To the extent permitted by law, our website, resources, and services are provided on an “as available” basis.
We do not guarantee that:
Nothing in this section limits rights that cannot legally be waived.
To the extent permitted by applicable law, TaxPro Software Solutions LLC will not be liable for indirect, incidental, special, consequential, or punitive damages arising from your use of our website or services.
This includes losses caused by third-party systems, software vendors, banks, telecommunications providers, payment processors, internet providers, or circumstances outside our reasonable control.
Nothing in these Terms excludes liability that cannot legally be excluded.
To the extent permitted by law, you agree to be responsible for claims, losses, or expenses resulting from your unlawful use of our services, violation of these Terms, fraud, misuse of professional credentials, or infringement of another person's rights.
We may suspend or terminate access to services when reasonably necessary because of:
Where appropriate, we may provide notice or an opportunity to correct an issue before termination.
We may update these Terms as our services, technology, vendors, business practices, or legal requirements change.
The updated Terms will be posted on our website with a revised Last Updated date.
Your continued use of the website or services after updated Terms become effective may constitute acceptance of those updated Terms where permitted by law.
These Terms are governed by the laws of the State of Georgia, without regard to conflict-of-law principles, except where applicable law requires otherwise.
If any provision of these Terms is determined to be invalid or unenforceable, the remaining provisions will continue in effect to the fullest extent permitted by law.
These Terms, together with any applicable checkout terms, payment terms, software agreements, Privacy Policy, and other written agreements between you and TaxPro Software Solutions LLC, constitute the applicable agreement regarding your use of our services.
TaxPro Software Solutions LLC
124 South Main Street, Suite 108
Jonesboro, GA 30236
Phone: 877-272-4036
Email: support@mytaxprosoftware.com
Website: www.mytaxprosoftware.com