Terms of Service

Effective: February 7, 2022

Thanks for using our services! These terms of service ("Terms") cover your use and access to our services, client software and websites ("Services"). We use Ultra Tax Pro. as our technology platform to enable us to provide our services in a secure environment. By using our Services, you’re agreeing to be bound by these Terms, and our Privacy Policy. If you’re using our Services for an organization, you’re agreeing to these Terms on behalf of that organization.

Your Stuff & Your Permissions

When you use our Services, you provide us with things like your files, content, messages, contacts, and so on ("Your Stuff"). Your Stuff is yours. These Terms don’t give us any rights to Your Stuff except for the limited rights that enable us to offer the Services.

We need your permission to do things like hosting Your Stuff, backing it up, and sharing it when you
ask us to. Our Services also provide you with features like eSign, file sharing, email newsletters,
appointment setting and more. These and other features may require our systems to access, store, and
scan Your Stuff. You give us permission to do those things, and this permission extends to our
affiliates and trusted third parties we work with.

Sharing Your Stuff

Our Services let you share Your Stuff with others, so please think carefully about what you share.