Learn how to use AI to grow your tax business!

By accessing, purchasing, or using any product or service provided by TaxPro Software Solutions, you agree to comply with and be bound by the following Terms of Service (the “Agreement”). If you do not agree, do not use or purchase our services.

To use our tax software and services, you must:

• Be at least 18 years old.
• Hold an active and valid Preparer Tax Identification Number (PTIN).
• Provide documentation verifying your eligibility, including:
• Valid Government-Issued ID (Driver’s License or Passport)
• PTIN Confirmation Letter (Active Status)
• EFIN Application Summary (IRS approval letter)

Failure to provide these documents may result in termination of access without refund.

As a condition of onboarding and service use, you are required to submit the necessary documentation listed above. This ensures compliance with IRS regulations, anti-fraud measures, and industry standards.

By submitting your documents, you authorize TaxPro Software Solutions to:

• Verify your identity and eligibility.
• Maintain your records securely in accordance with our Privacy Policy.

Upon successful verification and payment, you are granted a limited, non-exclusive, non-transferable license to access and use the software and resources for your tax business only.

You may not:

• Share or resell the software.
• Provide unauthorized access to third parties.
• Use the software for unlawful purposes.

All payments are due in full at the time of purchase unless otherwise stated in a written agreement.

Refunds

Our refund policy is as follows:

• No refunds will be issued once:
• Access to the software has been granted.
• The onboarding process has begun.
• Any proprietary material, documents, or systems have been delivered.

By purchasing, you acknowledge and agree to these terms.

We reserve the right to terminate your access to the software and services without refund if you:

• Fail to provide accurate or complete onboarding documents.
• Violate any terms in this Agreement.
• Engage in fraudulent, unethical, or illegal activities.

Your privacy is important to us. Please review our [Privacy Policy] to understand how we collect, use, and safeguard your information.

All content, materials, software, and frameworks provided are the intellectual property of TaxPro Software Solutions and Coach Kimberly Fowler. You may not reproduce, distribute, or create derivative works without written consent.

We are not liable for:

• Any loss of income or profits due to misuse of the software.
• Errors or omissions caused by user negligence.
• Data breaches beyond our reasonable control.

We may update these Terms at any time. Changes will be posted on our website, and continued use of the services constitutes your acceptance of any updates.

This Agreement shall be governed by and Georgia.

This Refund Policy outlines the terms under which refunds are granted for products and services purchased from TaxPro Software Solutions. By purchasing our software, coaching, or services, you agree to the following terms.

All sales are final. Due to the nature of our digital products, software licenses, and proprietary materials, we do not offer refunds once:

• Software access has been granted or login credentials have been issued.
• Onboarding has begun and/or proprietary materials (templates, documents, training) have been delivered.
• You have participated in any part of the training or onboarding sessions.

Refund requests may only be considered if:

• No software access was provided.
• No onboarding or support has begun.
• You submit a written refund request within 24 hours of purchase and have not accessed any part of the services or software.

Refund requests must be sent to [email protected] with a subject line: REFUND REQUEST [Your Full Name].

• Failure to provide the required verification documents (Driver’s License, PTIN, EFIN) after purchase does not entitle you to a refund.
• If you voluntarily choose not to proceed with onboarding after purchase, no refunds will be issued.
• If your application is denied due to non-compliance with IRS or internal eligibility requirements, no refund will be issued.
• Refunds will not be issued due to a change of mind or personal circumstances.

• Filing a chargeback or dispute without following the refund process will result in immediate termination of your account and forfeiture of any further access to services. We reserve the right to take legal action for false claims or chargebacks.

• We reserve the right to amend this Refund Policy at any time without prior notice. Continued use of our services signifies acceptance of any changes.