Terms and Conditions

Terms & Conditions

Preferred Plus Tax Software

Effective Date: February 1, 2025

1. Agreement to Terms

By accessing or using the services provided by Preferred Plus Tax Software (“Company,” “we,” “our,” or “us”), you agree to be bound by these Terms & Conditions.

If you do not agree, you may not access or use our services.

2. Description of Services

Preferred Plus Tax Software operates as a Service Bureau provider, offering:

• Cloud-based tax software access
• Onboarding and training services
• Business consulting
• Technical support

We are NOT a tax preparation company within this service and do not prepare tax returns on behalf of your clients through this platform.

3. Eligibility

To use our services, you must:

• Be at least 18 years of age
• Possess a valid PTIN (if preparing tax returns)
• Possess a valid EFIN (if electronically filing returns)
• Comply with all applicable IRS and state regulations

4. User Responsibilities

As a user of our services, you agree that you are solely responsible for:

• The accuracy of all data entered into the system
• Compliance with IRS due diligence requirements
• Proper use of tax software and filings
• Safeguarding client data and maintaining confidentiality
• Ensuring all returns filed are truthful, complete, and compliant

You acknowledge that Preferred Plus Tax Software does not verify or audit the data you input.

5. Fees & Payments

• All fees for services, licensing, training, or support must be paid as agreed
• Payment plans must be adhered to strictly
• Failure to make timely payments may result in:
   
  • Suspension of services
  • Increased backend fees
  • Additional charges
  • Termination of access

All payments are non-refundable, unless otherwise stated in writing.

6. Service Access & Availability

We strive to provide reliable service; however:

• We do not guarantee uninterrupted or error-free access
• Maintenance, updates, or third-party outages may occur
• We are not liable for downtime or system interruptions

7. Limitation of Liability

To the fullest extent permitted by law, Preferred Plus Tax Software shall not be liable for:

• Errors in tax returns filed by users
• IRS penalties, audits, or rejections
• Loss of income, revenue, or business opportunities
• Data entry errors made by users
• Any indirect, incidental, or consequential damages

Your use of the software is at your own risk.

8. No Tax Advice Disclaimer

Preferred Plus Tax Software provides tools, training, and support only.

We do not provide:

• Legal advice
• Tax advice
• Financial advice

Users are responsible for applying their own professional judgment and seeking licensed advice when necessary.

9. Data Security & Privacy

While we implement reasonable safeguards:

• You are responsible for maintaining secure login credentials
• You are responsible for protecting taxpayer data
• You must comply with all applicable privacy laws and IRS regulations

Refer to our Privacy Policy for more details.

10. Prohibited Use

You agree NOT to:

• Use the software for fraudulent or illegal activity
• Submit false or misleading tax information
• Share login credentials with unauthorized users
• Attempt to reverse engineer or misuse the platform
• Violate IRS regulations or due diligence requirements

Violation of this section may result in immediate termination without refund.

11. Termination

We reserve the right to suspend or terminate your access at any time for:

• Non-payment
• Violation of these Terms
• Fraudulent or suspicious activity
• Abuse of services or staff

Upon termination, access to the software may be revoked immediately.

12. Intellectual Property

All content, materials, and systems provided by Preferred Plus Tax Software are the property of the Company.

You may not:

• Copy, reproduce, or distribute proprietary materials
• Resell access without authorization
• Misrepresent the platform as your own

13. Third-Party Integrations

Our services may integrate with third-party providers (e.g., banking partners, software vendors).

We are not responsible for:

• Third-party system failures
• Their policies, fees, or decisions
• Bank product approvals or denials

14. Indemnification

You agree to indemnify and hold harmless Preferred Plus Tax Software from any claims, damages, or liabilities arising from:

• Your use of the platform
• Your tax preparation activities
• Violations of IRS regulations
• Client disputes

15. Governing Law

These Terms shall be governed by and interpreted in accordance with the laws of the State of Georgia.

16. Changes to Terms

We reserve the right to update these Terms at any time. Continued use of our services constitutes acceptance of any changes.

17. Contact Information

For questions regarding these Terms & Conditions, contact:

Preferred Plus Tax Software

📧 mdbrewer@preferredplustaxsoftware.com

📞 762-258-0022

18. Acknowledgment

By using our services, you acknowledge that:

• You have read and understood these Terms
• You agree to be legally bound by them
• You accept full responsibility for your use of the platform