TaxPin

Terms of Service

Last updated: July 22, 2026

1. The Service

TaxPin is a secure document-exchange portal operated by ApexPin Tax Service LLC ("we," "us"). It allows tax preparation firms ("Firms") and their clients ("Clients") to exchange documents, requests, and confirmations. By creating an account or using the service, you agree to these Terms.

2. TaxPin Is a Tool, Not a Tax Advisor

All tax preparation, advice, filings, and professional services are provided by your Firm — not by TaxPin. TaxPin does not review your documents for accuracy or completeness and provides no tax, legal, or financial advice. Your relationship with your Firm is governed by your agreement with that Firm.

3. Accounts

• Access is by invitation from a Firm. You must provide accurate information and keep it current.
• You are responsible for safeguarding your password and for all activity under your account. Enable two-factor authentication for additional protection.
• Notify your Firm immediately if you suspect unauthorized access.

4. Acceptable Use

You agree not to:

• upload malicious code or content you have no right to share;
• attempt to access another user's or Firm's data;
• probe, scan, or test the vulnerability of the service without written permission;
• use the service for any unlawful purpose.

We may suspend or terminate accounts that violate these Terms or threaten the security of the service.

5. Your Content

You retain all rights to the documents you upload. You grant us only the limited rights needed to store, transmit, and display them to you and your Firm — nothing more. We do not sell your content or use it for advertising or model training.

6. Availability & Changes

We aim for high availability but do not guarantee uninterrupted service. We may modify features with reasonable notice for material changes. You should retain your own copies of important documents; the portal complements, but does not replace, your own records.

7. Disclaimers

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE." TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

8. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS OR DATA, ARISING FROM YOUR USE OF THE SERVICE. OUR TOTAL LIABILITY FOR ANY CLAIM WILL NOT EXCEED THE GREATER OF $100 OR THE AMOUNTS PAID TO US FOR THE SERVICE IN THE TWELVE MONTHS BEFORE THE CLAIM.

9. Termination

You may stop using the service at any time and may request account deletion. Firms control their clients' access. Sections that by their nature should survive termination (including 5, 7, 8, and 10) will survive.

10. Governing Law

These Terms are governed by the laws of the Commonwealth of Massachusetts, without regard to conflict-of-law rules. The official language of these Terms is English; translations are provided for convenience only.

11. Firm Subscriptions & Billing

• The service is offered to Firms as an annual subscription (currently US$500 per year, plus any applicable taxes). Prices may change with reasonable notice; changes take effect at the next renewal.
• Launch promotion. For subscriptions first purchased on or before October 30, 2026, the subscription term extends through December 31, 2027. Launch subscriptions do not auto-renew, and no renewal fee is charged before that date. We will send a renewal reminder before the term ends. After the promotion, standard subscriptions renew automatically each year unless canceled before the renewal date.
• Launch price lock. Firms that first subscribe during the launch promotion keep the US$500/year rate for all future renewals and re-subscriptions, even if standard pricing increases later.
• Expiration.When a subscription (or promotional access period) expires without renewal, the Firm's workspace becomes read-only: existing data and documents are preserved and remain downloadable, but new uploads, requests, invitations, and billing are disabled until the Firm re-subscribes. Re-subscribing restores full access to the same workspace.
• Subscription payments are processed by Stripe. Except where required by law, subscription fees are non-refundable; contact us about any billing issue and we will work with you in good faith.
• Payments that Clients make to a Firm through the portal are processed directly to that Firm's own Stripe account. TaxPin charges no platform fee on those payments; standard Stripe processing fees are borne by the Firm. TaxPin is not a party to the transaction between a Firm and its Clients.

12. SMS / Text Messaging

If you provide a mobile number and opt in, you agree to receive transactional SMS text messages from your Firm through TaxPin (such as document, request, and upload notifications). Message frequency varies and message and data rates may apply. You may reply STOP at any time to unsubscribe, or HELP for help. Consent to receive text messages is not a condition of purchase or of using the service. We do not share mobile opt-in information with third parties for their marketing purposes. See our Privacy Policy for details.

13. Contact

ApexPin Tax Service LLC · info@apexpintax.com

This document is provided for general information and does not constitute legal advice.