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Terms of Service

uTaxes provides the Service to you in accordance with and subject to the following Terms of Service (these "Terms"). These Terms are part of the Agreement and set forth the terms and conditions under which you may use the Service in accordance with the Agreement and govern your access to and use of all software, mobile apps, websites and related services provided to you by uTaxes (collectively, the "Services").

Please read these Terms carefully before you begin using the Services. By using the Services or signing up for an account, you accept and agree to be bound by and comply with these Terms, the Privacy Policy and other applicable policies and terms of the Agreement. If you do not agree to the entire Agreement, you may not access or use the Services.

1. Definitions​

The accompanying definitions apply to these terms:

  • "Agreement" signifies these Terms, notwithstanding our Privacy Policy, Data Processing Amendment ("DPA"), Business Associate Agreement ("BAA"), Refund Policy, Spam Policy, Partner Program Terms and Referral Program Terms, and any other electronic or composed agreement essentially between or pertinent to uTaxes and Customer administering the agreement of the Service to you, as corrected every now and then.

  • "Control" signifies, for motivations behind this definition, immediate or roundabout proprietorship or control of over half of the voting interest of the subject entity.

  • "Customer" signifies you or your company or employer.

  • "Data Controller" signifies the regular or lawful individual, public authority, office or other body which alone or jointly with others decides the reasons and method for the Processing of Personal Data. You (or your company or employer) is the Data Controller; uTaxes isn’t the Data Controller but the Data Processor with respect to the Processing of your Personal Data.

  • "Data Processor" signifies the entity that Processes Personal Data for the benefit of the Data Controller, including, where pertinent, a "service provider" as that term is characterized in the CCPA. uTaxes implies the Data Processor that has been retained by the Data Controller (you or your organization or employer) to Process your Personal Data on behalf of the Data Controller (uTaxes).

  • "Data Protection Laws" means all applicable laws and regulations of the United States and its states governing the Processing of Personal Data under this Agreement, as amended from time to time.

  • "Fees" means the fees for provision of the Services as described on the uTaxes Website or otherwise set out in our Portal, including but not limited to Subscription Fees, Additional Client Fees, Payment Service Fees (as applicable).

  • "Personal Data" means any information relating to (i) an identified or identifiable natural person and, (ii) an identified or identifiable legal entity (where such information is protected similarly as personal data or personally identifiable information under applicable Data Protection Laws).

  • "Process" and "Processing" means any operation or set of operations which is performed upon Personal Data, whether or not by automatic means, including collection, recording, organization, structuring, storage, adaptation or alteration, retrieval, consultation, use, disclosure by transmission, dissemination or otherwise making available, alignment or combination, restriction, erasure or destruction.

  • "Payment Service Fees" means the service fee for the processing of payments as described on the uTaxes Website or otherwise set out in your Portal.

  • "Proposal" refers to a proposal for accounting or other professional services (“Professional Services”) that a Logged-In User has created through the Services to send to a Client.

  • "Service" means the online tax firm management services made available (as may be changed or updated from time to time by uTaxes) via the website.

  • "Website" means the Internet site at the domain www.uTaxes.com or any other site operated by uTaxes.

  • "uTaxes" means uTaxes LLC. and all current and future global subsidiaries of uTaxes LLC.

  • "TOS" Terms of Service

  • "You","Your", or "Customer" refers to anyone accessing or subject to the Service.

  • "User" refers to the individual who has created an account to use the Services for their own benefit and / or on behalf of a company, partnership, association or other legal entity (a “Legal Entity”). When a User has created an account to use the Services and is logged in, they may be referred to in these TOS as a “Logged-in User”. The Legal Entity that the User is representing may be referred to in these TOS as a “Professional Services Provider”.

2. License for Use of the Service; Identity Authentication​

The Service is licensed for use only under these Terms. uTaxes reserves all rights not expressly granted to you, including title and exclusive ownership of the Service, any and all software or updates thereto, and source code for the Service.

Upon registering for the Service, uTaxes gives you the right to install the Service for use by the total number of Users you identify and authorize. The Service may not be used or accessed by (a) individuals who are not named individuals; or (b) any other software or hardware device that does not require a named individual to use or access it. A named individual means an individual identified by you by name who is authorized to use the Service, regardless of how such access occurs or if such individual uses any hardware or software that reduces the apparent number of Users who are using the Service, such as by using a terminal service. The Service may not be used or accessed by any other software or hardware device that does not require an individual to use or access it. uTaxes reserves the right at any time to require you to provide a list of the named individual(s).

You may not rent, lease, lend, sell, redistribute or sublease the Service. These Terms will govern any upgrades provided by uTaxes that replace and/or supplement the original Service. You agree to use your best efforts to protect the Service and upgrades from unauthorized use, reproduction, distribution, publication, or alteration.

3. Payment Processing​

In order to pay your Subscription Fees through the Services, you will be required to enter your first name, last name, email, phone number, billing address, credit card number, credit card expiry date, and card security code (CVC). This may be referred to in these TOS or the Privacy Policy as “Billing Information”.

All payments are made using a secure https:// connection, and payment processing is handled through the “Third-Party Payment Processor”, though this is subject to change without notice. The Third-Party Payment Processor currently accepts certain credit cards as payment options but these are subject to change without notice. Once transactions are accepted by the Third-Party Payment Processor, they are processed in accordance with their program rules and procedures and Terms of Service. uTaxes and the Third-Party Payment Processor are unaffiliated companies and uTaxes has no influence on the operations of the Third-Party Payment Processor. uTaxes and / or its Representatives shall in no way be held responsible for any losses or damages, direct or indirect, pecuniary or otherwise, resulting from any error or failure on the part of the Third-Party Payment Processor.

All Billing Information is collected by the Third-Party Payment Processor, on their own secured servers. uTaxes does not have access to any credit card information, nor can it be responsible for any breach of information caused by faulty programming or malicious users on the servers of the Third-Party Payment Processor. Non-financial information will, however, be available to uTaxes for invoice-making and record-keeping purposes.

4. Term and Fees​

Provided prior notice of pricing is given to you, uTaxes reserves the right to charge you for use of the Service on a periodic (e.g., weekly or monthly) basis or otherwise. These Terms shall begin upon your registration for the Services and shall continue until your use of the Service is terminated by you or by uTaxes. You are responsible for all fees due to uTaxes and any compensation due prior to the termination date.

5. Other Terms​

Upon the termination of these Terms, the Service and all updates may cease to properly function, and all warranties, express or implied, regarding the Service shall terminate. Your rights under these terms will automatically terminate without notice from uTaxes if you fail to comply with any provision of these Terms. Further, uTaxes may terminate the Service for any action taken by you that uTaxes believes in its sole discretion is an inappropriate use of the Service even if not specifically detailed by these Terms, including any use of the Service that is prohibited by federal, state, or local law. Any warranty regarding the Service will automatically terminate without notice if you fail to comply with any provision of these Terms. The parties expressly acknowledge and agree that all provisions of these Terms that concern Copyright or other protectable interests of uTaxes shall remain in full force and effect notwithstanding termination of any warranty or use of the Service.

6. Proprietary Nature of the Service​

The Service and Platform are proprietary to, and valuable trade secrets of uTaxes. You acknowledge the Service contains proprietary content, information, and material that is protected by applicable intellectual property and other laws, including, but not limited to, copyright, trademark, and service marks, and that you will only use such proprietary content, information, or materials for permitted uses under these Terms. The Service is entrusted to you only for the purposes set forth in these Terms. You will not reverse engineer, duplicate, translate, modify, copy, printout, disassemble, decompile or otherwise tamper with the Service or any software provided therewith. The parties acknowledge that any violation of this provision will cause irreparable harm to uTaxes. As a consequence, the parties agree that if you fail to abide by these Terms, uTaxes will be entitled to specific performance, including immediate issuance of a temporary restraining order or preliminary injunction enforcing these Terms, and to judgment for damages caused by such breach, and to any other remedies provided by law.

You agree that uTaxes may collect and use technical data and User information as described in its Privacy Policy, and, including, but not limited to, information about you and your device, system and application software, and peripherals, that is gathered periodically to facilitate the provision of customization, updates, and other services to you (if any) related to the Service. uTaxes may use this information, to improve the Service or to provide services or technologies to you. uTaxes treats Personal Data differently from general information. Personal Data can be used to identify, locate or contact you. General information is information that is not Personal Data and is not associated with Personal Data. uTaxes may convert Personal Data into general information by excluding information that is personally identifiable. You acknowledge that general information belongs to uTaxes and that uTaxes has the right to use such general information as it determines at its sole discretion. uTaxes may Process information in the country where it was collected, as well as other countries (including the United States) where laws regarding Processing of Personal Data may be less stringent than the laws in your country. uTaxes uses Personal Data for its own internal purposes, including contacting you via email to inform you about updates to the Service and providing you with information relating to transactions that you conduct on the uTaxes’s website. uTaxes may provide Personal Data to third parties who Process it in accordance with uTaxes’s instructions in order for uTaxes to provide Services to you (including processing payments for use of the Service). uTaxes reserves the right to disclose your information if uTaxes has a good-faith belief that the disclosure is (a) required by law, regulation, or legal process; (b) appropriate to detect, prevent, or remedy violations of these Terms, fraud, security, or technical issues; or (c) permitted in order to protect uTaxes, other Users, or the public. If uTaxes is involved in a change of control through sale of assets or otherwise, we will give notice before your Personal Data is transferred or becomes subject to a different privacy policy.

8. Content and Linking to Other Websites​

The Service may enable access to uTaxes. The application may display, include, or make available content, data, information, applications or materials from third parties, including your data, or provide links to additional third-party websites ("Data and Materials"). By using the Service, you acknowledge and agree that uTaxes is not responsible for examining or evaluating the content, accuracy, completeness, timeliness, validity, copyright or trademark compliance, legality, decency, quality or any other aspect of the third-party websites. uTaxes does not warrant or endorse and does not assume and will not have any liability or responsibility to you or any other person for any data and materials on the websites. To the extent you choose to access such websites, you do so at your own initiative and are responsible for compliance with any applicable laws, including, but not limited to, applicable local laws. uTaxes reserves the right to change, suspend, remove, or disable access to the Websites at any time without notice. In no event will uTaxes be liable for the removal of or disabling of access to any such websites. uTaxes may also impose limits on the use of or access to certain websites, in any case and without notice or liability. You agree to use the websites at your sole risk and that uTaxes shall not have any liability to you for content that may be found to be offensive, indecent, or objectionable.

9. User Content​

You agree that all information, data, text, sound, photographs, graphics, video, software, or other materials submitted, posted or displayed by you on or through the Service ("User Content") is your sole responsibility. uTaxes claims no ownership or control over any User Content. By submitting, posting or displaying User Content on or through the Service, you grant uTaxes a worldwide, non-exclusive, royalty-free, transferable license to use, reproduce, and adapt, such User Content to provide the Service to you. By submitting, posting or displaying User Content which is intended to be shared or made available to the general public, you grant uTaxes a worldwide, non-exclusive, royalty-free license to reproduce, adapt, distribute and publish such User Content through the Service and for the purpose of promoting uTaxes and its services.

As a condition of using the Service, you agree not to use the Service to infringe the intellectual property rights of others in any way. You represent that you have the right to grant, or that the holder of any rights, including moral rights in such content, has completely and effectively waived all such rights and validly and irrevocably granted to you the right to grant, the license stated above. If you post User Content in any public area of the Service, you also permit any User to access, display, view, store, and reproduce such User Content for personal use. Subject to the foregoing, the owner of such User Content placed in the Service retains any and all rights that may exist in such User Content.

uTaxes may review and refuse to accept or remove any User Content at its sole discretion. uTaxes reserves the right to expel Users and prevent their further access to the Services for violating these terms or applicable laws, rules, or regulations. uTaxes may take any action with respect to User Content that it deems necessary or appropriate in its sole discretion if it believes that such User Content could create liability for uTaxes, damage uTaxes’s public image or business. It is uTaxes’s policy to terminate the accounts of any Users who are repeat infringers of the copyrights, or other intellectual property rights, of others.

Any profile you submit must accurately describe you, as an individual person, or an agency or organization that you are authorized to create a profile for. Profiles derived from User Content may be made available through the Service. uTaxes does not make any representations regarding the accuracy or validity of such derived profiles, which may differ significantly from User Content.

10. License and Usage​

uTaxes is sold on a per-license basis. Each license grants the purchaser the right for one user to access and use the system at any given time. The license is non-transferable, and users are prohibited from sharing their login credentials with others. If multiple users need access simultaneously, additional licenses must be purchased. Unauthorized use or sharing of licenses may result in the suspension or termination of the user’s account.

11. Client Terms​

If you are a Client accepting a Proposal and / or making a payment of Professional Service Fees through the Services, in addition to the other portions of these TOS that are applicable to you, you acknowledge and agree to the terms as outlined in this section of the TOS.

By clicking or tapping the acceptance box upon reviewing the Proposal or Recurring invoice and “signing” by entering your name: (i) you agree to pay the Professional Services Provider the price quoted for the Professional Services outlined in the Proposal; and (ii) you agree to abide by the additional terms (the “Professional Services Terms”) that are presented to you upon acceptance, which are strictly between you and the Professional Services Provider. uTaxes is in no way a party to the legal relationship (included but not limited to the Professional Services Terms) between you and the Professional Services Provider. The Professional Services Provider alone is fully responsible for any and all loss, injuries, damages (pecuniary or otherwise), claims, liabilities and costs suffered by you, caused in whole or in part by the Professional Services Provider, the Professional Services, or any violation of the Professional Services Terms, and uTaxes disclaims any responsibility thereto.

As a Client, you may be making a payment of Professional Services Fees to the Professional Services Provider through the Services. Payment of Professional Services Fees may be made via bank ACH transfer or credit card, depending on what the Professional Services Provider has allowed. Credit card information and bank information storage, and payment processing are handled by third party providers. They may be collectively referred to in this section of the TOS or in the Privacy Policy as “Payment Facilitators”.

uTaxes and the Payment Facilitators are unaffiliated companies and uTaxes has no influence on the operations of the Payment Facilitators. uTaxes and / or its Representatives shall in no way be held responsible for any losses or damages, direct or indirect, pecuniary or otherwise, resulting from any error or failure on the part of the Payment Facilitators.

By making a payment through the Services, you acknowledge and agree that:

  • You are authorizing uTaxes, via the Payment Facilitators, to make periodic debits and / or process payments on behalf of the Professional Services Provider and that uTaxes is acting as an agent for the Professional Services Provider;
  • You are authorizing the applicable Payment Facilitator to facilitate the payment(s) of Professional Services Fees;
  • uTaxes does not provide any services other than the collection services pursuant to your dealings with the Professional Services Provider and has no express or implied liability in regards to the Professional Services provided by the Professional Services Provider;
  • The amount of Professional Services Fees agreed between you and the Professional Services Provider will be debited or processed by uTaxes from your account or credit card according to the Professional Service Terms with the Professional Services Provider;
  • “uTaxes” may appear as the merchant for payments debited or processed from your account or credit card and notwithstanding that fact, you agree that uTaxes will not be held liable for any disputed transactions resulting in the non-supply of Professional Services by the Professional Services Provider;
  • You are authorizing uTaxes to vary the amount of the Professional Services Fees from time to time as may be agreed by you and the Professional Services Provider, and to vary the amount of the payments upon receiving instructions from the Professional Services Provider of the agreed variations. You agree that you do not require uTaxes to notify you on such variation to the debit or charged amount;
  • You must contact the Professional Services Provider directly if you wish to alter, stop or cancel any debit or payment arrangement of Professional Services Fees;
  • If paying by ACH bank transfer, it is your responsibility to ensure that there are sufficient cleared funds in your nominated account to enable the debit to be honoured by the debit date. If there are insufficient funds available, you agree that uTaxes will not be held responsible for any fees and charges that may be charged (including charge-backs) by its financial institution;
  • If a debit or payment is returned to uTaxes as unpaid, a failed payment fee may be payable to uTaxes and you will be responsible for any fees or charges applied for each unsuccessful debit attempt together with any collection fees and attorney’s fees as may be incurred by uTaxes;
  • uTaxes has the authority to attempt to re-process any unsuccessful payments of Professional Services Fees as advised by the Professional Services Provider;
  • All disputes regarding Professional Services Fees (whether between you and the Professional Services Provider, or you and a financial institution and/ or Payment Facilitator) will be directed to the Professional Services Provider as uTaxes is acting only as the agent of the Professional Services Provider;
  • In the event of any disputed payments, you must direct such dispute to the Professional Services Provider and your financial institution;
  • In the event a claim is made, uTaxes will not be liable for the refund of any funds or payments, and you agree to reimburse uTaxes for any losses incurred as a result of any claim made against uTaxes, further to the indemnification provision below in these TOS;
  • You are also subject to the additional provisions regarding disputes as found in the next section of these TOS to the extent it applies to you.

12. Intellectual Property Rights​

Trademarks​

The trademarks, trade names, trade dress, logos, and service marks (collectively, the "Trademarks") displayed on www.uTaxes.com are the registered and/or unregistered Trademarks of uTaxes LLC, or such other third party that may own the displayed Trademarks. Nothing contained on this Web site or in these terms of service grants to you, by implication or otherwise, any license or right to use any Trademarks displayed on this Web site without the written permission of uTaxes LLC or such other third party that may own the displayed Trademarks.

The text, Trademarks, logos, images, graphics, photos, video files, application functionality, or any other digital media, and their arrangement on this Website ("Website Content") are all subject to patent, copyright, trademark, and other intellectual property protection. Website Content may not be copied for commercial use or redistribution, nor may Website Content be modified, processed, or reposted to other websites. Access to and uses of this Website are solely for your purchase of our services or for personal use, information, education, and communication with uTaxes LLC, or www.uTaxes.com. You may download, copy or print the Website Content of this Website for your personal non-commercial use only. No right, title, or interest in any of the Website Content of this Website is transferred to you as a result of any downloading, copying, printing, or use of this Website. All rights not expressly granted to you by these Terms are reserved by uTaxes LLC.

If You believe that Your copyrighted work or trademark has been uploaded, posted or copied to the Service and is accessible in a way that constitutes copyright or trademark infringement, please contact uTaxes LLC by email at help@uTaxes.com.

13. Disclaimer of Warranty​

You expressly acknowledge and agree that use of the service is at your sole risk. uTaxes cannot and does not warrant the service will meet your requirements, that the operation of the service will be uninterrupted or error-free, or that defects in the service will be corrected. As such, you shall not rely exclusively on the service for any reason. The service and anything related thereto are provided "as is" and "as available", with all faults and without warranty of any kind, and hubstaff hereby disclaims all warranties and conditions with respect to the service and anything related thereto, either express, implied or statutory, including, but not limited to, the implied warranties and/or conditions of merchantability, of satisfactory quality, of fitness for a particular purpose, of accuracy, of quiet enjoyment, and non-infringement of third party rights. No oral or written information or advice given by uTaxes or its authorized representative shall create a warranty.

14. Privacy and Cybersecurity Indemnification​

You agree that the uTaxes Services and Platform are used to Process information and Personal Data that you provide on an individual basis or by way of a transfer by a business entity under these Terms, and for purposes of these Terms you are designated the Data Controller and uTaxes is designated as the Data Processor. You further agree and acknowledge your obligations as the Data Controller under the uTaxes Data Processing Amendment.

To the fullest extent permitted by law for all Personal Data that you collect, Process via the Services or maintain on the Platform, you shall indemnify and hold uTaxes, and its respective officers, directors, trustees, shareholders, employees, and agents (each an "Indemnified Party"), harmless from and against any and all damages and liabilities or third party claims against any Indemnified Party, for loss, cost, damage, or expense of every kind and nature (including, without limitation, penalties imposed by law, regulations, rules by any regulatory authority, court costs, expenses, and reasonable attorneys’ fees) to the extent arising out of, relating to privacy and cybersecurity requirements.

15. Limitation of Liability​

uTaxes shall not be responsible for any loss or damage to you or any third parties caused by the service or information contained in the service. You waive any and all claims you may have against uTaxes arising out of the performance or nonperformance of the service. You specifically waive any and all claims you may have against uTaxes as a result of incorrect information content displayed by the service or changes to content made by you. uTaxes shall not be liable for any direct, indirect, special, incidental, or consequential damage, whether based on contract or tort or any other legal theory, arising out of any use of the service or any performance of these terms, including, without limitation, damages for loss of profits, loss of data, business interruption or any other commercial damages or losses, arising out of or related to your use or inability to use the service, even if uTaxes has been advised of the possibility of such damages. In no event shall uTaxes’s total liability to you for all damages (other than as may be required by applicable law in cases involving personal injury) exceed the amount actually paid by you to uTaxes for the service in the 365 days immediately preceding the date that uTaxes receives notice of a claim in writing from you. The foregoing limitations will apply even if the above-stated remedy fails of its essential purpose.

By registering to use the Service or Platform, or by sending us or emails, faxes, push notifications, or text or voice messages, you are communicating with us electronically. And in doing so, you expressly consent to receive communications from us electronically via email, fax, push notification, or voice or text message, whether pre-recorded or auto-dialed ("Digital Means"). We will communicate with you by the aforementioned Digital Means, or by posting notices on the Services or Platform. You agree that all agreements, notices, disclosures, and other communications that we provide to you electronically satisfy any legal requirement that such communications be in writing. For the Services and Platform that integrate with mobile functionality, your carrier’s normal messaging; data, and other rates and fees will still apply.

For those uTaxes Users located outside the United States, you acknowledge and expressly consent to uTaxes’s use of your Personal Data and further acknowledge that uTaxes’s Processing of Personal Data is required to perform the Services or use the Platform. Further, at times Personal Data will be accessible by individuals who are located worldwide including in countries that the European Commission or other geopolitical authorities have not determined to provide the same level of data protection as in your country, province, territory, or geopolitical region and that such information may be accessed by the courts, law enforcement and national security authorities of such jurisdictions. By providing us with your Personal Data, you are consenting to our use of it in accordance with these Terms, including the transfer of your information across international boundaries to jurisdictions anywhere in the world as permitted by local law.

18. No Rights Granted; Non-assignability​

These Terms do not constitute a grant or an intention or commitment to grant any right, title, or interest in the Service or uTaxes’s trade secrets to you. You may not sell or transfer any portion of the Service to any third party. You shall not identify the Service as coming from any source other than uTaxes. These Terms are exclusive and personal to you. You shall not assign or otherwise transfer any rights or obligations under these Terms.

19. Miscellaneous Provisions​

  • Choice of Law. Regardless of the place of execution, delivery, performance or any other aspect of these Terms, these Terms and all of the rights of the parties under these Terms shall be governed by, construed under, and enforced in accordance with the procedural and substantive law of the State of New York, United States of America, to the exclusion of any conflicts or choice of law rule or principle that might otherwise refer construction or interpretation of these Terms to the substantive law of another jurisdiction.

  • Jurisdiction. You consent to personal jurisdiction in any of the state courts sitting in New York, New York, United States of America, and agree that any suit arising under these Terms shall exclusively be commenced and maintained in such courts.

  • General Indemnity. You agree to indemnify and hold uTaxes and its respective officers, directors, agents, and employees, harmless from and against any and all claims, demands, proceedings, losses, and damages (actual, special, and consequential) of every kind and nature, known and unknown, including reasonable attorney fees, made by any third party due to or arising out of your breach of these Terms or your violation of any law or the rights of any third party.

  • Attorney Fees and Expenses. In a dispute arising out of or related to these Terms, uTaxes shall have the right to collect reasonable attorney fees and costs and necessary expenditures from you.

  • Severability. If a court finds any provision of these Terms invalid or unenforceable, the remainder of these Terms shall be interpreted so as to best affect the intent of the parties.

  • Effect of Waiver. The failure to exercise any right provided in these Terms shall not be a waiver of prior or subsequent rights.

20. Suggestions and Feedback​

uTaxes welcomes feedback or inquiries about the Service. If you elect to provide any feedback or comments of any nature to uTaxes, all feedback and comments shall be the sole and exclusive property of uTaxes, and uTaxes shall have the right to use such feedback in any manner and for any purpose in its exclusive discretion without remuneration, compensation, or attribution to you. uTaxes is under no obligation, however, to use such feedback.

21. Paid Subscriptions​

Cancellation​

You may cancel your uTaxes Subscription at any time. This help article describes how to cancel your uTaxes subscription.

Payments for uTaxes subscriptions and team member licenses are not refundable.

The service is provided ’as is’. You have the chance to review the product and its features during the free trial. Your purchase of the subscription indicates that you have familiarized yourself with the product and find it suitable for your needs. If you have an issue with your account or think there’s been an error in billing, please contact us for more help.

Your Paid Subscription will remain in effect until it’s canceled or terminated under these Terms. If you don’t pay for your Paid Subscription on time, we reserve the right to suspend your uTaxes service.

Price Changes​

We may change the fees in effect on renewal of your subscription, to reflect factors such as changes to our product offerings, changes to our business, or changes in economic conditions. We’ll give you no less than 14 days’ advance notice of these changes via a message to the email address associated with your account and you’ll have the opportunity to cancel your subscription before the new fee comes into effect.

uTaxes may modify these Terms or any additional terms, and such modification shall be effective and binding on you upon notice by uTaxes via email to the email account provided by you upon registration for the Service. If you do not agree to any modification of these Terms, you should discontinue your use of the Service.

Communications made through the uTaxes’s website or any email or contact links provided thereon shall in no way be deemed to constitute legal notice to uTaxes or any of its officers, employees, agents, or representatives, such as where notice to uTaxes is required by contract, or any federal, state, or local laws, rules, or regulations.

You may provide notice to uTaxes at legal@uTaxes.com.

23. Eligibility​

In order to use the Service, you must: (i) be at least eighteen (18) years old and able to enter into contracts; (ii) complete the account registration process; (iii) agree to these Terms and the Agreement; (iv) provide true, complete, and up-to-date contact and billing information; (v) not be based in Cuba, Iran, North Korea, Syria, or any other territory that is subject to a U.S. government embargo, or that has been designated by the U.S. government as a "terrorist-supporting" country; and (vi) not be listed on any U.S. government list of prohibited or restricted persons. By using the Service, you represent and warrant that you meet all the requirements listed above, and that you won’t use the Service in a way that violates any laws or regulations. Note that by representing and warranting, you are making a legally enforceable promise. uTaxes may refuse service, close accounts of any Customer, and change eligibility requirements at any time.

24. Compliance With Laws​

You represent and warrant that your use of the Service will comply with all applicable laws and regulations, including all Data Protection Laws. You are responsible for determining whether the Service is suitable for you to use in light of your obligations under any laws and regulations, including HIPAA, GLBA, Data Protection Laws, United States export control laws and regulations, and economic sanctions laws and regulations, or other applicable laws. uTaxes is not liable if your use of the Service violates any laws or regulations to which you are subject. You may not use the Service for any unlawful or discriminatory activities, including acts prohibited by the Federal Trade Commission Act, Fair Credit Reporting Act, Equal Credit Opportunity Act, Children’s Online Privacy Protection Act, or any other applicable laws. You represent and warrant that you have obtained valid consent or other valid legal bases for all data, including Personal Data, you upload to, store, or Process with the Service.

You further agree, represent, and warrant to uTaxes that: (i) you will obtain and maintain all necessary permissions and valid consents or other valid legal bases required to lawfully transfer data to uTaxes and to enable such data to be lawfully collected, Processed, and shared by uTaxes for the purposes of providing the Service or as otherwise directed by you; and (ii) to the extent uTaxes processes your data or information protected by Data Protection Laws as a Data Processor on your behalf, you and uTaxes shall be subject to and comply with the uTaxes Data Processing Amendment, which is incorporated into and forms an integral part of these Terms and the Agreement. uTaxes’s DPA sets out your and uTaxes’s respective obligations with respect to data protection and security when Processing your data on your behalf in connection with the Services. You agree to indemnify and hold us harmless from any losses, including all legal fees and expenses that result from your breach of this Section.

25. Early Access Program Terms​

1. Eligibility and Participation​

Only invited firms are allowed to participate in the Early Access Program ("Program") and are required to be in good standing (e.g., up to date billing). Enrollment is on a firmwide basis and not available to individual users. By enrolling in this program, your entire firm agrees to participate.

Enrollment is conducted through completing an assigned form and further approval by uTaxes ("us," “uTaxes” or "we").

The uTaxes Terms of Service, in addition to these terms, apply to your use of the Early Access Program (including the Privacy Policy). That means that both agreements govern the Early Access Program.

In the event that you are no longer a customer of uTaxes, your participation in the Early Access Program and your use of all of its Services will be terminated.

2. Early Access Program Services​

The Early Access Program is a rollout of new features designed specifically for early adopters who want to help ensure that the final release is most beneficial to the wider uTaxes community. Early Access Program firms will receive new features before they are rolled out to all firms.

By agreeing to and complying with these Terms, we grant you non-exclusive, revocable, non-transferable, limited access to the Early Access Program Services.

We reserve the right, at any time and without notice, to remove or permanently or temporarily suspend access to Program Services based on the uTaxes Product Team’s ability to revise, modify or refine the functionality in early access at any time.

3. The Early Access Program Services are As Is​

By accepting these Terms or using the Early Access Program Services, you understand and acknowledge that the Services are made available on an "As Is" or "As Available" basis. The Services may contain bugs, errors, and other problems. YOU ASSUME ALL RISKS AND ALL COSTS ASSOCIATED WITH YOUR USE OF THE SERVICES, INCLUDING, WITHOUT LIMITATION, ANY INTERNET ACCESS FEES, BACK-UP EXPENSES, COSTS INCURRED FOR THE USE OF YOUR DEVICE AND PERIPHERALS, AND ANY DAMAGE TO ANY EQUIPMENT, SOFTWARE, INFORMATION OR DATA. Should you encounter issues with updates, you are required to fill out a bug report.

4. Feedback​

The Early Access Services are made available to you for the purposes of evaluation and feedback without any compensation or reimbursement of any kind from uTaxes. You acknowledge the importance of communication between you and uTaxes during your use of the Services and agree to receive related correspondence and updates from us. In the event you request to opt out from such communications, your participation in the Program will be terminated, and your use of the applicable Services will likewise be discontinued.

As part of using the Services, you will be asked to provide feedback regarding your use of the Services. You acknowledge that uTaxes owns any feedback provided, and you hereby grant to us, if for any reason it is further needed, a perpetual, non-revocable, royalty-free worldwide license to use and/or incorporate such feedback into any of our products or services at any time at our sole discretion. If we choose to publish such feedback, we will either do so in a way that does not identify you or seek your consent in the event we do wish to identify you.

We may also monitor how you use the Services and use that information to improve the Services.

5. Intellectual Property​

You agree that we own all legal rights, title and interest in and to the Early Access Program and the Early Access Program Services, including all intellectual property rights, and except for the license provided herein, no other rights or permissions to any of the uTaxes Services is granted.

Nothing herein gives you a right to use any of our trade names, trademarks, service marks, logos, domain names, and other distinctive brand features. Except to the extent permitted by law, you may not modify, distribute, prepare derivative works of, reverse engineer, reverse assemble, disassemble, decompile or otherwise attempt to decipher any code in connection with the Early Access Program Services and/or any other aspect of uTaxes technology, except as permitted by us.

6. Term and Terminations​

These terms will remain in effect for as long as you use the Early Access Program Services. Either party may terminate these Terms before the end of your participation in the applicable Early Access Program for any reason or no reason upon written notice to uTaxes. Upon termination, you will cease using the Early Access Program Services.

These Terms will automatically terminate upon any breach by you of any of your obligations hereunder including breach of confidentiality obligations. Your breach of any of your obligations under the Agreement may result in your immediate termination from use of other Services, or participation in any other Early Access Programs.

7. Modification and Termination​

We reserve the right to modify or terminate the Early Access Program or the Services, or your use of the Services, to limit or deny access to the Services and/or participation in the Early Access Program, at any time, at our sole discretion, for any reason, with or without notice and without liability to you. You may discontinue your use of the Early Access Program Services and/or your participation in the Program at any time.

8. Disclaimer of Warranties​

We disclaim all warranties regarding the Early Access Program and Early Access Program Services. You acknowledge that using the Early Program Services is at your own risk.

9. Indemnification​

You agree to hold harmless and indemnify uTaxes, our officers and employees from and against any third-party claim arising from or in any way related to (i) your breach of the Terms, (ii) your use of the Early Access Program Services and/or your participation in the Early Access Program, or (iii) your violation of applicable laws, rules or regulations in connection with the Services.

10. Confidentiality​

You acknowledge and agree that: (i) the Early Access Program and the Services constitute Confidential Information as defined in the Terms of Service; (ii) you acknowledge that the successful market launch of the commercial versions of the Early Access Program Services requires you to keep all uTaxes data and information discussed and/or made available through or contained in the Early Access Program, including, without limitation, the Services, strictly confidential; (iii) the premature release of any of the Confidential Information would damage uTaxes’s competitive and intellectual property interests; and (iv) and information about the Services shall not be shared with anyone other than other authorized users of the Services, which may include users of your uTaxes Account.

11. General​

  • Changes to Terms. We reserve the right to make changes to these Terms from time to time and may or may not notify you in such an event. You understand and agree that if you use the Early Access Program Services after the date on which the Terms have changed, we will treat your use as acceptance of the updated Terms.

  • Compliance with Laws. Both parties agree to comply with all applicable local, state, national and foreign laws, rules, and regulations, including, but not limited to, all applicable import and export laws and regulations governing use, transmission and/or communication of content, in connection with their performance, participation, access and/or use of the Services and Early Access Program.

Contact Information​

For any questions, reach out to:
Email: help@uTaxes.com

This policy was last updated on January 18th, 2025.

Last Updated: January 27, 2025
Effective Date: January 27, 2025