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Before you sign in
Please review the following information and accept the agreement before continuing to sign in.
How we protect your information
Data security
Your tax documents and personal data are transmitted over encrypted connections and handled in controlled systems designed to limit unauthorized access.
Privacy and compliance
We use administrative, technical, and physical safeguards intended to support confidentiality, privacy, and applicable tax and recordkeeping obligations.
Human review
Uploaded information may be reviewed remotely by authorized personnel and service providers as needed to prepare, validate, support, and deliver your return-related services.
Service terms and disclosures
By checking the agreement box below, you acknowledge and agree to the following terms for using this website and any related tax preparation, document intake, messaging, support, and filing services.
1. Scope of service
We provide a paid online platform for collecting information, communicating with clients, preparing tax documents, and supporting tax filing workflows. Services may include intake assistance, document review, preparation support, estimates, communications, and submission-related coordination, but no service is guaranteed until we determine that we can accept the engagement.
2. No guarantee of outcome
We do not guarantee any refund amount, tax result, filing outcome, processing speed, audit outcome, eligibility determination, acceptance by any government authority, or that a return will be free from every omission, inconsistency, or error. Tax results depend on the completeness and accuracy of the information you provide and on changing laws, regulations, forms, systems, and government interpretations.
3. Your responsibilities
You are responsible for providing complete, timely, and accurate information, reviewing all prepared returns and forms before filing, maintaining copies of your records, and notifying us promptly of corrections, notices, identity theft concerns, or changes in facts. You remain legally responsible for the information submitted under your name, even if we assist in preparing or transmitting it.
4. Government and regulatory matters
Tax agencies, revenue departments, and other government authorities may impose deadlines, identification rules, signature requirements, substantiation standards, e-filing criteria, and documentation demands that are outside our control. We are not responsible for delays, denials, rejections, penalties, holds, correspondence, or enforcement actions caused by government systems, legal changes, incomplete client information, verification failures, or events beyond our reasonable control.
5. Remote document handling and risk allocation
By using this site, you consent to electronic and remote collection, transfer, processing, storage, and review of personal, financial, identity, and tax documents that you upload or submit. While we use safeguards intended to protect your information, no website, storage platform, transmission method, or third-party system can be guaranteed to be completely secure, uninterrupted, or error free. To the maximum extent permitted by law, you accept the inherent risks of electronic communications and online document transmission.
6. Third-party and technology dependencies
Our services may rely on third-party hosting providers, identity tools, communication services, storage systems, tax software, and government e-file or payment systems. We are not liable for outages, transmission failures, service interruptions, cyber incidents, rejected submissions, formatting issues, lost connectivity, or data handling failures caused by third parties or by factors outside our direct control.
7. Limitation of liability
To the fullest extent allowed by applicable law, our total liability arising out of or relating to the website or services is limited to the amount you paid us for the specific service giving rise to the claim. We are not liable for indirect, incidental, consequential, exemplary, special, punitive, or lost-profit damages, nor for penalties, interest, missed deadlines, identity theft losses, refund delays, lost tax opportunities, or business interruption, except where liability cannot legally be limited.
8. Indemnity and misuse
You agree not to upload unlawful, misleading, fraudulent, malicious, or unauthorized content and not to misuse the platform. You agree to indemnify and hold us harmless from claims, losses, taxes, penalties, liabilities, and expenses arising from your breach of these terms, your inaccurate submissions, your failure to maintain records, or your unlawful or fraudulent conduct.
9. Communications and records
You consent to electronic communications, records, and notices related to your account and services. You are responsible for maintaining access to your email, devices, and browser settings, including cookies required for certain workflow states on this site.
10. Acknowledgement
You acknowledge that you have had an opportunity to review these terms, ask questions, and decide whether to proceed. If you do not agree, do not continue using this website or submit documents through it.