Terms of Service

Tax Portal Pro is a software platform that tax preparation firms use to run their practice online. Firms use it to manage clients, securely share documents, send invoices, schedule appointments, collect electronic signatures, and communicate with clients — all through branded portals their clients can access from any device.

Important: Tax Portal Pro is a technology platform, not a tax preparation firm. We provide the software tools — your tax preparer provides the expertise. We do not provide tax advice, legal advice, accounting services, or financial guidance. The tax preparation firm you work with is solely responsible for the accuracy, quality, and compliance of their work.

When you create an account on Tax Portal Pro, you agree to the following responsibilities:

• Keep your credentials private — your password and login information are your responsibility. You're accountable for all activity that occurs under your account.
• Use accurate information — provide truthful, current, and complete information when you sign up. Don't impersonate others or use fake details.
• Report unauthorized access — if you suspect someone else has accessed your account, contact us immediately at support@taxportalpro.com
• Manage your team — if you're a firm owner, you're responsible for adding, removing, and assigning appropriate access levels to your team members

To keep Tax Portal Pro safe and functional for everyone, you agree not to:

• Break the law — don't use the platform for any illegal purpose or in violation of any federal, state, or local law
• Upload harmful content — don't upload viruses, malware, ransomware, or any other harmful files or code
• Access others' data — don't attempt to access, view, or download information belonging to other users, firms, or clients
• Send spam — don't use the messaging features to send unsolicited, bulk, or promotional messages outside of the intended tax preparation workflow
• Copy the software — don't reverse-engineer, decompile, disassemble, or attempt to extract the source code of the platform
• Share credentials — don't give your login information to unauthorized people or let others use your account

For firms: Subscriptions to Tax Portal Pro are billed monthly through Stripe. By subscribing, you authorize recurring charges to your payment method. You can cancel your subscription anytime from your account settings or through Stripe's billing portal — cancellation takes effect at the end of your current billing period. No partial refunds are issued for unused time within a billing cycle.

For clients: When you pay an invoice through the portal, that payment goes directly to your tax preparation firm's connected Stripe account. Tax Portal Pro facilitates the payment technology but is not a party to the financial transaction between you and your firm. Billing disputes should be directed to your firm first.

We work hard to keep Tax Portal Pro running smoothly and available whenever you need it, but we can't promise 100% uptime. Occasional maintenance, software updates, infrastructure changes, or circumstances beyond our control (like cloud provider outages) may cause brief interruptions. We'll do our best to give you advance notice of planned maintenance and to minimize unplanned downtime.

Our platform: Tax Portal Pro, including its software, design, branding, and features, is the intellectual property of A.M.P.E.D. Baseball LLC and is protected by applicable intellectual property laws. You may not copy, modify, distribute, or create derivative works from any part of the platform.

Your data: You retain full ownership of all data, documents, and content you upload to the platform. By using Tax Portal Pro, you grant us a limited license to store, process, and display your content solely to provide the service. We won't use your content for any other purpose, and we won't claim ownership of it.

To the maximum extent permitted by law, Tax Portal Pro (A.M.P.E.D. Baseball LLC) and its officers, directors, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of the service. This includes, but isn't limited to, lost profits, data loss, business interruption, or costs of procuring substitute services.

Our total liability for any claim arising from these Terms or the service shall not exceed the total amount you paid to us in the twelve (12) months immediately preceding the event giving rise to the claim.

You can stop using Tax Portal Pro at any time. Firm owners can cancel their subscription from account settings. We may suspend or terminate accounts that violate these Terms, engage in prohibited conduct, or pose a risk to other users or the platform's integrity.

After cancellation, firms can request an export of their data. We will retain data only as required by law or as needed to resolve disputes, after which it will be securely deleted. Data deletion timelines are described in our Privacy Policy.