Terms of service

This is a starter policy. Review it with the business owner and your legal advisor before relying on it. Edit this page any time from the admin panel.

Using this site

By creating an account you agree to provide accurate information and to use the site only for lawful tax-service purposes.

Scope of services

This site supports appointment booking, secure document exchange and service-request tracking. Preparation and filing of tax returns are provided by tax professionals under a separate engagement.

Fees

Fees are confirmed before work begins. Nothing on this site constitutes a guarantee of a particular tax outcome.