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Terms of Use


Your use of TaxCaddy falls under the terms of your sponsoring CPA’s License Agreement with TaxCaddy.

For each tax year that you use TaxCaddy under your CPA’s License Agreement, your CPA will have access to the information that you upload to TaxCaddy.

If your CPA ceases to sponsor any tax year on TaxCaddy or you decide to revoke your CPA’s access to the information you upload AND you want to continue to use TaxCaddy, then you will need to consent to the Terms of Use, including the Privacy Policy.

Terms of Use

Date Last Revised: May 18, 2016

PLEASE READ THESE TERMS OF USE (“AGREEMENT”) CAREFULLY AS IT CONTAINS IMPORTANT INFORMATION THAT APPLIES TO YOUR ACCESS AND USE OF THE TAXCADDY SERVICES (“SERVICES”).

THIS AGREEMENT CONSTITUTES A LEGALLY BINDING CONTRACT BETWEEN YOU AND SUREPREP, LLC, AND/OR ITS LICENSORS AND/OR ITS BENEFICIARIES AND/OR ITS AFFILIATES (COLLECTIVELY “COMPANY” or “WE”). 

By accepting electronically (for example, clicking “I Agree”), accessing or using the Services, you agree to be bound by the terms and conditions of this Agreement and the Company’s Privacy Policy, as they may be amended from time to time in the future. If you do not agree to this Agreement, then you may not use the Services.

If you wish to make use of the Services, you must read this Agreement and indicate your acceptance during the registration process.

  1. Your Acceptance of the Agreement
    You may not use the Services and you may not accept this Agreement if you are not are not at least 18 years of age and, in any event, of a legal age to form a binding contract with Company. If you accept this Agreement, you represent that you have the capacity to be bound by it or if you are acting on behalf of a company or entity that you have the authority to bind such entity. Before you continue, you should print or save a local copy of this Agreement for your records.

  2. Your Information
    In order to use the Services, you will need to sign up for an account with Company. We may verify your identity. You authorize us to make any inquiries we consider necessary to validate your identity. These inquiries may include asking you for further information, requiring you to provide your full address, your social security number and/or requiring you to take steps to confirm ownership of your email address or financial instruments, or verifying information you provide against third party databases or through other sources. If you do not provide this information or Company cannot verify your identity, we can refuse to allow you to use the Services. You agree and understand that you are responsible for maintaining the confidentiality of your password which, together with your Login ID e-mail address, allows you to access the Services. By providing us with your e-mail address, you agree to receive all required notices electronically, through the Services by displaying links to notices generally on the Services, to that e-mail address. It is your responsibility to update or change that address, as appropriate. If you become aware of any unauthorized use of your account for the Services, you agree to notify Company immediately at the email address – security@sureprep.com.If you believe that your account or device that you use to access the Services has been lost or stolen or that someone is using your account without your permission, you must notify Company immediately in order to minimize your possible losses.

    The following is the Company’s contact information:
    Telephone: 800.805.8582
    Email: support@taxcaddy.com
    Address: 17890 Sky Park Circle, Suite 100, Irvine, CA 92614

  3. Privacy 
    You can view the Privacy Policy here and on the website TaxCaddy.com (“Site”) for the Services. You agree that Company may use and maintain your data according to the Privacy Policy, as part of the Services.
  4. Description of the Services
    The Services enable you to gather tax data through a variety of methods and securely access and share it with your tax preparer online.

  5.  Account Information from Third Party Sites
    You may direct Company to retrieve your own information maintained online by third-parties with which you have customer relationships, maintain accounts or engage in financial transactions (“Account Information”). Company works with one or more online service providers to access this Account Information. Company makes no effort to review the Account Information for any purpose, including but not limited to accuracy, legality or non-infringement. Company is not responsible for the products and services offered by or on third-party sites. Company cannot always foresee or anticipate technical or other difficulties which may result in failure to obtain data or loss of data, personalization settings or other service interruptions. Company cannot assume responsibility for the timeliness, accuracy, deletion, non-delivery or failure to store any of your data, communications or personalization settings.

  6. Your Use of the Services
    Your right to access and use the Services is personal to you and is not transferable by you to any other person or entity. You are only entitled to access and use the Services for lawful purposes. Through the Services, you can communicate and provide information to your CPA, accountant, tax provider and others that you authorize to access your information.  You can control access to your account through the administration panel of the Services. The Company is not in any way responsible for the action or inactions of your CPA, accountant, tax provider and others that you authorize to access your information. You are solely responsible for all activities that occur under your account. You expressly acknowledge and agree that (a) you will cause any third party who accesses your account to comply with the terms and conditions set forth in these Agreement; (b) you are solely responsible for any and all actions that occur under your account, including any and all actions taken by third parties who access your account; and (c) you agree to indemnify, save, and hold Company, its affiliated companies, contractors, employees, agents and its third-party suppliers, licensors, and partners harmless from any claims, losses, damages, liabilities, including legal fees and expenses, arising out of any use of your account by you or any third party.  Company reserves the right to deny your CPA, accountant, tax provider and others that you authorize to access your information to Service at its discretion and for any reason with or without notice to you. Your access and use of the Services may be interrupted from time to time for any of several reasons, including, without limitation, the malfunction of equipment, periodic updating, maintenance or repair of the Services or other actions that Company, in its sole discretion, may elect to take. In no event will Company be liable to any party for any loss, cost, or damage that results from any scheduled or unscheduled downtime. Your sole and exclusive remedy for any failure or non-performance of the Services, including any associated software or other materials supplied in connection with such services, shall be for Company to use commercially reasonable efforts to effectuate an adjustment or repair of the applicable service.

  7. Rights You Grant to Us
    By submitting information, data, passwords, usernames, PINs, other log-in information, materials and other content to Company through the Services, you are licensing that content to Company for the purpose of providing the Services. Company may use and store the content in accordance with this Agreement and our Privacy Policy. By using the Services, you expressly authorize Company and your authorized CPA to access your Account Information maintained by identified third parties, on your behalf as your agent. YOU ACKNOWLEDGE AND AGREE THAT WHEN COMPANY IS ACCESSING AND RETRIEVING ACCOUNT INFORMATION FROM THIRD PARTY SITES, COMPANY IS ACTING AS YOUR AGENT, AND NOT AS THE AGENT OF OR ON BEHALF OF THE THIRD PARTY THAT OPERATES THE THIRD PARTY SITE. You understand and agree that the Services are not sponsored or endorsed by any third parties accessible through the Services.

  8. Company’s Intellectual Property Rights
    The contents of the Services, including its “look and feel” (e.g., text, graphics, images, logos and button icons), photographs, editorial content, notices, software (including html-based computer programs) and other material are protected under both United States and other applicable copyright, trademark and other laws. The contents of the Services belong or are licensed to Company or content suppliers. Company grants you the right to view and use the Services subject to these terms. You may download or print a copy of information for the Services for your personal, internal and non-commercial use only. Any distribution, reprint or electronic reproduction of any content from the Services in whole or in part for any other purpose is expressly prohibited without our prior written consent. You agree not to use, nor permit any third party to use, the Site or the Services or content in a manner that violates any applicable law, regulation or this Agreement.

  9.  Access and Interference
    You agree that you will not:
    Use any robot, spider, scraper, deep link or other similar automated data gathering or extraction tools, program, algorithm or methodology to access, acquire, copy or monitor the Services or any portion of the Services, without Company’s express written consent, which may be withheld in Company’s sole discretion; Use or attempt to use any engine, software, tool, agent, or other device or mechanism (including without limitation browsers, spiders, robots, avatars or intelligent agents) to navigate or search the Services, other than the search engines and search agents available through the Services and other than generally available third-party web browsers (such as Microsoft Explorer);Post or transmit any file which contains viruses, worms, Trojan horses or any other contaminating or destructive features, or that otherwise interfere with the proper working of the Services; or Attempt to decipher, decompile, disassemble, or reverse-engineer any of the software comprising or in any way making up a part of the Services.

  10. Disclaimer of Representations and Warranties
    THE SITES, SERVICES, INFORMATION, DATA, FEATURES, AND ALL CONTENT AND ALL SERVICES AND PRODUCTS ASSOCIATED WITH THE SERVICES OR PROVIDED THROUGH THE SERVICES (WHETHER OR NOT SPONSORED) ARE PROVIDED TO YOU ON AN “AS-IS” AND “AS AVAILABLE” BASIS. COMPANY, ITS AFFILIATES, AND ITS THIRD PARTY PROVIDERS, LICENSORS, DISTRIBUTORS OR SUPPLIERS (COLLECTIVELY, “SUPPLIERS”) MAKE NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, AS TO THE CONTENT OR OPERATION OF THE SITE OR OF THE SERVICES. YOU EXPRESSLY AGREE THAT YOUR USE OF THE SERVICES IS AT YOUR SOLE RISK.NEITHER COMPANY NOR ITS SUPPLIERS MAKE ANY REPRESENTATIONS, WARRANTIES OR GUARANTEES, EXPRESS OR IMPLIED, REGARDING THE ACCURACY, RELIABILITY OR COMPLETENESS OF THE CONTENT OF THE SERVICES (WHETHER OR NOT SPONSORED), AND EXPRESSLY DISCLAIMS ANY WARRANTIES OF NON-INFRINGEMENT OR FITNESS FOR A PARTICULAR PURPOSE. NEITHER COMPANY NOR ITS SUPPLIERS MAKE ANY REPRESENTATION, WARRANTY OR GUARANTEE THAT THE CONTENT THAT MAY BE AVAILABLE THROUGH THE SERVICES IS FREE OF INFECTION FROM ANY VIRUSES OR OTHER CODE OR COMPUTER PROGRAMMING ROUTINES THAT CONTAIN CONTAMINATING OR DESTRUCTIVE PROPERTIES OR THAT ARE INTENDED TO DAMAGE, SURREPTITIOUSLY INTERCEPT OR EXPROPRIATE ANY SYSTEM, DATA OR PERSONAL INFORMATION.SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF CERTAIN WARRANTIES OR THE LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES. IN SUCH STATES LIABILITY IS LIMITED TO THE EXTENT PERMITTED BY LAW. ACCORDINGLY, SOME OF THE LIMITATIONS OF THIS SECTION AND SECTION 10 MAY NOT APPLY TO YOU.

  11. Limitations on Liability
    COMPANY SHALL IN NO EVENT BE RESPONSIBLE OR LIABLE TO YOU OR TO ANY THIRD PARTY, WHETHER IN CONTRACT, WARRANTY, TORT (INCLUDING NEGLIGENCE) OR OTHERWISE, FOR ANY INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, EXEMPLARY, LIQUIDATED OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFIT, REVENUE OR BUSINESS, ARISING IN WHOLE OR IN PART FROM YOUR ACCESS TO THE SITES, YOUR USE OF THE SERVICES, THE SITES OR THIS AGREEMENT, EVEN IF COMPANY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. NOTWITHSTANDING ANYTHING TO THE CONTRARY IN THIS AGREEMENT, COMPANY’S LIABILITY TO YOU FOR ANY CAUSE WHATEVER AND REGARDLESS OF THE FORM OF THE ACTION, WILL AT ALL TIMES BE LIMITED TO A MAXIMUM OF $500.00 (FIVE HUNDRED UNITED STATES DOLLARS).

  12. Your Indemnification of Company
    You shall defend, indemnify and hold harmless Company and its officers, directors, shareholders, and employees, from and against all claims, suits, proceedings, losses, liabilities, and expenses, whether in tort, contract, or otherwise, that arise out of or relate, including but not limited to attorney’s fees, in whole or in part arising out of or attributable to any breach of this Agreement or any activity by you in relation to your use of the Services.

  13. Ending your relationship with Company
    Company may at any time, terminate its legal agreement with you and access to the Services:
    a. if you have breached any provision of this Agreement (or have acted in a manner which clearly shows that you do not intend to, or are unable to comply with the provisions of this Agreement); b. if Company in its sole discretion believes it is required to do so by law (for example, where the provision of the Services to you is, or becomes, unlawful); c. for any reason and at any time with or without notice to you; or d. immediately upon notice, to the e-mail address provided by you as part of your registration. You acknowledge and agree that Company may immediately deactivate or delete your account and all related information and files in your account and/or prohibit any further access to all files and the Services by you. Further, you agree that Company shall not be liable to you or any third party for any termination of your access to the Services.

  14.  Modifications
    Company reserves the right at any time and from time to time to modify or discontinue, temporarily or permanently, the Services with or without notice. Company reserves the right to change the Services, including applicable fees, in our sole discretion and from time to time. In such event, if you are a paid user to the Services, Company will provide notice to you. If you do not agree to the changes after receiving a notice of the change to the Services, you may stop using the Services. Your use of the Services, after you are notified of any change(s) will constitute your agreement to such change(s). You agree that Company shall not be liable to you or to any third party for any modification, suspensions, or discontinuance of the Services. Company may modify this Agreement from time to time. Any and all changes to this Agreement may be provided to you by electronic means (i.e., via email or by posting the information on the Sites). In addition, the Agreement will always indicate the date it was last revised. You are deemed to accept and agree to be bound by any changes to the Agreement when you use the Services after those changes are posted.

  15. Governing Law and Forum for Disputes
    California state law governs this Agreement without regard to its conflicts of laws provisions. ANY DISPUTE OR CLAIM RELATING IN ANY WAY TO THE SERVICES OR THESE TERMS OF USE WILL BE RESOLVED BY BINDING ARBITRATION, RATHER THAN IN COURT, except that you may assert claims in small claims court if your claims qualify. The Federal Arbitration Act governs the interpretation and enforcement of this provision; the arbitrator shall apply California law to all other matters. Notwithstanding anything to the contrary, any party to the arbitration may at any time seek injunctions or other forms of equitable relief from any court of competent jurisdiction. WE EACH AGREE THAT ANY AND ALL DISPUTES MUST BE BROUGHT IN THE PARTIES’ INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS OR REPRESENTATIVE PROCEEDING. BY ENTERING INTO THIS AGREEMENT AND AGREEING TO ARBITRATION, YOU AGREE THAT YOU AND COMPANY ARE EACH WAIVING THE RIGHT TO FILE A LAWSUIT AND THE RIGHT TO A TRIAL BY JURY. IN ADDITION, YOU AGREE TO WAIVE THE RIGHT TO PARTICIPATE IN A CLASS ACTION OR LITIGATE ON A CLASS-WIDE BASIS. YOU AGREE THAT YOU HAVE EXPRESSLY AND KNOWINGLY WAIVED THESE RIGHTS. To begin an arbitration proceeding, send a letter requesting arbitration and describing your claim to Company, in care of our registered agent Corporation Service Company, 2711 Centerville Road, Wilmington, DE 19808. Arbitration will be conducted by the American Arbitration Association (AAA) before a single AAA arbitrator under the AAA’s rules, which are available at www.adr.org or by calling 1-800-778-7879. Payment of all filing, administration and arbitrator fees and costs will be governed by the AAA’s rules, but if you are unable to pay any of them, we will pay them for you. In addition, we will reimburse all such fees and costs for claims totaling less than $75,000 unless the arbitrator determines the claims are frivolous. Likewise, we will not seek its attorneys’ fees or costs in arbitration unless the arbitrator determines your claims or defenses are frivolous. You may choose to have the arbitration conducted by telephone, based on written submissions, or in person in the county where you live or at another mutually agreed location. The decision of the arbitrator shall be final and not appealable, and judgment on the arbitration award may be entered in any court having jurisdiction thereof. This Section 14 shall survive expiration, termination or rescission of this Agreement.

  16. Assignment
    This Agreement, and any rights and licenses granted hereunder, may not be transferred or assigned by you, but may be assigned by Company without restriction.

  17. U.S. Export Controls
    The Services is further subject to United States export controls. No portion of the Services may be exported or re-exported in violation of U.S. export laws. Using the Services is at your sole risk.  Recognizing the global nature of the Internet, you agree to comply with all local rules regarding online conduct.  Use of the Services and transfer, posting and uploading of information and other data via the Services may be subject to the export and import laws of the United States and other countries. You agree to comply with all applicable export and import laws and regulations. In particular, you: (a) represent that you are not a party identified on any government export exclusion list, including but not limited to the U.S. Denied Persons, Entity, and Specially Designated Nationals Lists, nor will you transfer data via the Services to parties identified on such lists; and (b) agree not to transfer, or upload information via the Services any data in violation of U.S. or other applicable export or import laws.