Terms of Service

1.1 Subscription Terms

By subscribing to Docuzard Pro Portal ("the Service"), you agree to the following terms:

• Subscriptions are offered on a one-time setup fee basis with optional recurring add-ons.
• The Solo Practitioner tier includes a one-time setup fee of $499 with 50 starter credits.
• The Growing Tax Practice tier includes a one-time setup fee of $1,499 with 250 standard credits and 25 business credits.
• Additional credits may be purchased at any time through the Credits & Billing section.

1.2 Credit Policy

• One (1) Standard Credit is consumed per individual tax return (Form 1040).
• One (1) Business Credit is consumed per business entity return (Schedule C, 1120-S, 1065).
• Credits are non-refundable once purchased but may be transferred within your organization.
• Unused credits remain in your account regardless of subscription status.

1.3 Cancellation & Refunds

• One-time setup fees are non-refundable after account activation.
• Recurring add-on subscriptions (CRM, AI Tax Assist, Affiliate Engine) may be cancelled at any time.
• Cancellation takes effect at the end of the current billing period.
• Pro-rated refunds are not provided for partial billing periods.
• Upon cancellation, you retain access to your data for 90 days for export purposes.

2.1 Professional Requirements

• You warrant that all EFIN and PTIN numbers entered are valid and belong to your organization.
• You are responsible for maintaining current IRS credentials and certifications.
• You must comply with all IRS regulations regarding electronic filing and tax preparation.
• You agree to maintain professional liability insurance as required by your jurisdiction.

2.2 Prohibited Activities

You expressly agree NOT to:

• File Fraudulent Returns: Submitting false, misleading, or fraudulent tax returns is strictly prohibited and will result in immediate account termination and reporting to relevant authorities.
• Misrepresent Credentials: Using invalid, expired, or borrowed EFIN/PTIN numbers.
• Unauthorized Access: Accessing client data without proper authorization or consent.
• Identity Theft: Using client information for purposes other than tax preparation.
• Reselling Access: Sharing login credentials or reselling access to the Service.
• Circumvent Security: Attempting to bypass, disable, or interfere with security features.
• Automated Scraping: Using bots, scripts, or automated tools to access the Service.

2.3 Compliance Obligations

• You must comply with all applicable federal, state, and local laws regarding tax preparation.
• You are solely responsible for the accuracy and completeness of all tax returns filed through the Service.
• You must maintain appropriate client engagement letters and consent documentation.
• You agree to cooperate with any IRS audits or investigations related to returns filed through the Service.

3.1 Roles & Responsibilities

In relation to your clients' Personally Identifiable Information (PII):

• You are the Data Controller: You determine the purposes and means of processing client data.
• Docuzard is the Data Processor: We process client data solely on your behalf and under your instructions.
• You are responsible for obtaining all necessary consents from your clients for data collection and processing.
• You must provide clients with appropriate privacy notices regarding how their data will be used.

3.2 Data Security

Docuzard implements the following security measures:

• 256-bit TLS encryption for all data in transit.
• AES-256 encryption for all data at rest in our databases.
• SOC 2 Type II compliant infrastructure and processes.
• Regular security audits and penetration testing.
• Multi-factor authentication for all user accounts.
• Role-based access controls with audit logging.

3.3 Data Retention

• Tax return data is retained for seven (7) years as required by IRS regulations.
• Client contact information is retained for the duration of your subscription plus 90 days.
• Upon account termination, you may request a complete data export within 90 days.
• After the 90-day grace period, all client data is permanently deleted from our systems.

3.4 Sub-processors

The following third-party services may process data on our behalf:

• Google Cloud Platform: Infrastructure and hosting services.
• Firebase/Firestore: Database and authentication services.
• Stripe: Payment processing (PCI DSS compliant).
• CrossLink: IRS e-filing transmission services.
• DocuSign: Electronic signature services for engagement letters.
• SendGrid: Transactional email delivery.

The following terms apply to users who have purchased the Affiliate Growth Engine add-on ($199/year):

4.1 Commission Structure

• Direct Referrals (Level 1): 10% commission on referred client's service fees.
• Second Level Referrals: 5% commission on clients referred by your direct referrals.
• Third Level Referrals: 2% commission on third-level referral revenue.
• Commission rates may be customized within your account settings.
• Maximum tree depth is limited to three (3) levels.

4.2 Payout Schedule

• Minimum payout threshold: $50 USD.
• Payouts are processed monthly on the 15th of each month.
• Commissions are calculated on confirmed, non-refunded transactions only.
• A 30-day hold period applies to all commissions for refund protection.
• Payouts are made via ACH bank transfer or PayPal (your choice in settings).

4.3 Anti-Spam & Compliance

• You may NOT send unsolicited bulk emails (spam) to promote your referral link.
• You may NOT make false or misleading claims about Docuzard services.
• You may NOT engage in paid advertising that violates platform terms (Google, Facebook, etc.).
• You may NOT use deceptive practices such as fake reviews or testimonials.
• All promotional materials must comply with FTC disclosure requirements.
• You must clearly disclose your affiliate relationship when promoting Docuzard.

4.4 Program Changes

• Docuzard reserves the right to modify commission rates with 30 days' notice.
• The affiliate program may be discontinued with 90 days' advance notice.
• Earned commissions prior to program changes will be honored.

• All Docuzard software, trademarks, and content remain the exclusive property of Docuzard Inc.
• You retain ownership of all client data and tax return content you create using the Service.
• You grant Docuzard a limited license to process your data solely to provide the Service.
• White-label branding rights are limited to display purposes within the mobile app interface.

• Docuzard's total liability shall not exceed the fees paid by you in the twelve (12) months preceding the claim.
• You are solely responsible for the accuracy of tax returns filed through the Service.
• Docuzard is not liable for IRS penalties, interest, or audit outcomes resulting from tax returns you prepare.
• Service availability is provided on an "as-is" basis without warranty of uninterrupted access.

• Either party may terminate this agreement with 30 days' written notice.
• Docuzard may immediately terminate for breach of Acceptable Use Policy.
• Upon termination, you have 90 days to export your data.
• Surviving provisions include: Intellectual Property, Limitation of Liability, and Governing Law.

• These Terms shall be governed by the laws of the State of Delaware, USA.
• Any disputes shall be resolved through binding arbitration in accordance with AAA rules.
• Class action lawsuits and jury trials are expressly waived.
• Small claims court actions are permitted in your local jurisdiction.