Terms & Conditions
The agreement that governs your use of the QuickTaxnBooks365 operating system for tax firms. Please read it carefully.
Last updated: September 16, 2026
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1. Acceptance of terms
By accessing or using the QuickTaxnBooks365 platform (the "Service"), you agree to be bound by these Terms and Conditions. If you do not agree, you may not access or use the Service. These terms apply to all visitors, users, and tax professionals who use the platform.
2. Description of service
QuickTaxnBooks365 provides an operating system for tax firms, including client management, a document portal, preparer workflow, electronic signature collection, CRM, marketing tools, and reporting. The Service is offered in modular plans so firms can select the capabilities they need.
3. Eligibility and professional responsibility
You represent that you are authorized to use the Service in connection with your tax practice and that you hold any licenses, credentials, or registrations required to prepare tax returns in your jurisdiction. QuickTaxnBooks365 is a software platform and does not provide legal, accounting, or tax advice. You remain solely responsible for the accuracy of returns you prepare and for compliance with all applicable IRS, state, and local requirements.
4. Accounts and security
You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account. You agree to notify us promptly of any unauthorized use. Each user on a team plan is responsible for their own credentials. We implement safeguards aligned with FTC Safeguards Rule and IRS Publication 4557 guidance, but you remain responsible for controlling access within your firm.
5. Client data and privacy
You retain all rights to the client data you upload or generate through the Service. You grant QuickTaxnBooks365 a limited license to process that data solely to provide and improve the Service. You are responsible for obtaining any consents required from your clients before collecting, storing, or transmitting their information through the platform.
6. Acceptable use
You agree not to use the Service to upload unlawful content, to violate any law, to infringe intellectual property rights, to transmit malware, or to attempt to disrupt or reverse engineer the platform. You may not use the communication tools for unsolicited marketing that violates applicable telemarketing and consent laws.
7. Plans, pricing, and billing
The Service is offered in Starter and Growth packages, each with a separate one-time setup fee and recurring monthly or yearly billing. Pricing is displayed on the pricing section of our website and may change with reasonable notice. Fees for paid plans are billed in advance on a recurring basis. Technology support is included with every plan.
8. Electronic signatures
The Service provides electronic signature collection. You are responsible for ensuring that your use of e-signatures complies with the Electronic Signatures in Global and National Commerce Act and any applicable state law, including the Uniform Electronic Transactions Act. QuickTaxnBooks365 provides the tooling but does not guarantee the legal sufficiency of any particular signature.
9. Workflow automation
The Service can automate routine tasks such as document requests, appointment reminders, and e-signature follow-ups based on your configuration. You are responsible for reviewing automated communications before they reach clients and for ensuring their content is accurate and compliant. Automation is a productivity tool and does not replace professional judgment.
10. Professional directory
Firms that subscribe to a paid plan may be listed in the QuickTaxnBooks365 tax professional directory. You are responsible for the accuracy of your profile information, including location, services, languages, and specialties. We may remove or edit listings that are inaccurate, misleading, or that violate these terms.
11. Intellectual property
The Service, its design, features, and branding are the property of QuickTaxnBooks365.com Inc. and are protected by intellectual property laws. Content you upload remains yours. You may not copy, modify, or distribute the platform or its materials without written permission.
12. Termination
You may cancel your account at any time. We may suspend or terminate access if you violate these terms, if your account is inactive, or if required by law. Upon termination, you may request export of your client data for a limited period, after which it may be permanently deleted.
13. Disclaimer of warranties
The Service is provided on an "as is" and "as available" basis. To the fullest extent permitted by law, QuickTaxnBooks365 disclaims all warranties, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Service will be uninterrupted or error-free.
14. Limitation of liability
To the fullest extent permitted by law, QuickTaxnBooks365 and its affiliates shall not be liable for any indirect, incidental, special, or consequential damages, including loss of profits, data, or client goodwill, arising from your use of or inability to use the Service. Our total liability for any claim shall not exceed the amount you paid in the twelve months preceding the claim.
15. Indemnification
You agree to indemnify and hold QuickTaxnBooks365 harmless from claims, damages, and expenses arising from your use of the Service, your client work, your content, or your violation of these terms or applicable law.
16. Changes to terms
We may update these Terms and Conditions from time to time. Material changes will be communicated through the platform or by email. Continued use of the Service after changes take effect constitutes acceptance of the revised terms.
17. Governing law
These terms are governed by the laws of the United States and the state in which QuickTaxnBooks365.com Inc. is organized, without regard to conflict of law principles. Any disputes will be resolved in the courts of that jurisdiction.
18. Contact
If you have questions about these Terms and Conditions, please contact us at support@quicktaxnbooks365.com or +1 518-738-8555.
Questions about these terms? Contact us and we will help.
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