Terms of Service

1. Acceptance

By accessing AI-TaxPlan ("the Service") at agent.i-taxplan.com, you ("Subscriber") agree to these Terms of Service. The Service is provided by I-Taxplan ("we", "us"), a Florida-based tax-resolution firm.

2. Eligibility

The Service is intended exclusively for licensed CPAs, Enrolled Agents, and other qualified tax professionals. By creating an account, you represent that you hold a current professional license or enrollment to prepare or advise on US tax returns, and that you will use the Service only in connection with such professional engagements.

3. Account & Access

• Access is invite-only. Each invite is tied to one professional and may not be transferred.
• You are responsible for safeguarding your password, OAuth-linked accounts, and 2FA secrets. We recommend enabling TOTP-based 2FA.
• You are responsible for all activity that occurs through your seat, including activity by anyone you grant access to within your firm tenant.

4. Subscription, Plans, Quotas

• Subscription tiers (Solo / Firm / Enterprise) carry specified limits on seats, active clients, monthly analyses, and data retention. Limits are listed in your account settings.
• Subscriptions are monthly and may be upgraded or downgraded at any time, with proration handled by our billing provider.
• No free trial. No refunds. A failed pipeline run is not counted against your monthly analysis quota.
• If your plan is downgraded or cancelled, archived data remains available for the retention period associated with your most recent paid plan, then is purged.

5. Your Content

• "Your Content" includes tax returns, supporting documents, client information, notes, and chat messages you upload or generate in the Service.
• You retain all rights to Your Content. You grant us a limited license solely to operate, display, and process Your Content within the Service for your benefit.
• You represent that you have the necessary rights and consents from your end-clients to upload their tax data to the Service.

6. Permitted & Prohibited Use

• You may use the Service to analyze, advise, and prepare tax-related work for clients you serve in your professional capacity.
• You may not (a) reverse-engineer the Service, (b) use the Service to train competing AI systems, (c) submit content that infringes third-party rights, or (d) attempt to bypass quotas, security, or access controls.

7. AI Outputs

• The Service uses third-party large language models, including Anthropic's Claude. Outputs are generated and may contain errors, omissions, hallucinations, or stale references.
• The Service includes automated review (the Auditor agent), but automated review is not a substitute for human professional judgment.
• You are solely responsible for verifying every AI output before relying on it in client communications, filings, or advice.

8. Knowledge Base

The Service includes an automatically updated knowledge base of public tax-law references (IRS publications, Treasury regulations, court rulings, state DOR materials). The knowledge base is informational only, may be incomplete or out of date, and does not constitute legal or tax advice.

9. Confidentiality & Security

• We use commercially reasonable measures to protect Your Content: encryption at rest, encryption in transit, access controls, audit logging, and isolation between firm tenants.
• We do not sell Your Content. We do not use Your Content to train AI models.
• See our Privacy Policy and Data Processing Addendum for details.

10. Disclaimer of Tax / Legal / Financial Advice

AI-TaxPlan is an AI-assisted analysis tool. All findings, recommendations, and content produced by the Service must be reviewed by a licensed CPA or Enrolled Agent before being communicated to clients or filed with the IRS or any state tax authority. AI-TaxPlan does not provide tax, legal, or financial advice and is not a substitute for professional judgment.

11. Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE." TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE.

12. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, OUR AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THE SERVICE WILL NOT EXCEED THE FEES PAID BY YOU TO US IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM. WE WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR EXEMPLARY DAMAGES, INCLUDING LOST PROFITS, LOST DATA, OR PENALTIES ASSESSED AGAINST YOU OR YOUR CLIENTS BY ANY TAXING AUTHORITY.

13. Indemnification

You agree to indemnify, defend, and hold us harmless from claims arising out of (a) Your Content, (b) your use of the Service, (c) your violation of these Terms, or (d) your breach of any representations regarding professional licensing or client consent.

14. Termination

• You may cancel your subscription at any time through the billing portal.
• We may suspend or terminate your access for breach of these Terms, non-payment, or activity that puts the Service or other subscribers at risk.
• Upon termination, you have 30 days to download Your Content; thereafter it is purged on the schedule described in our Privacy Policy.

15. Governing Law

These Terms are governed by the laws of the State of Florida, without regard to conflict-of-laws principles. Disputes will be resolved in the state or federal courts located in Miami-Dade County, Florida.

16. Changes

We may update these Terms from time to time. Material changes will be communicated by email or in-app notice at least 30 days before they take effect.

17. Contact

Questions: renato@i-taxplan.com · I-Taxplan, Miami, FL