TaxPrepBoss Software Purchase & Use Agreement
This Agreement is entered into between Ms B Tax Prep and Resolution Services DBA TaxPrepBoss (“Provider”) and the undersigned purchaser (“Purchaser” or “User”) regarding the purchase and use of the TaxPrepBoss tax preparation software (“Software”).
1. Purpose
The Purchaser is purchasing a license to use the TaxPrepBoss Software for their own independent tax preparation business. This Agreement outlines the terms of use, responsibilities, and payout structure related to the Software.
2. Independent Responsibility
Purchaser acknowledges that the Software is a tool for tax preparation and does not include tax preparation training, consultation, or professional guidance.
Purchaser is solely responsible for obtaining and maintaining their Electronic Filing Identification Number (EFIN) and for compliance with all IRS requirements, rules, and regulations applicable to EFIN holders.
Purchaser is independently responsible for understanding and following the rights and responsibilities of an EFIN holder.
3. Fees & Compensation
100% of Tax Preparation Fees: Purchaser retains 100% of their earned tax preparation fees, unless otherwise subject to a royalty or payment agreement.
Zero-Down Payment Option: If Purchaser qualifies for a zero-down or deferred payment option, periodic deductions will be taken from fees until the balance is paid in full.
Software & Base Fees: All required base/software fees are the Purchaser’s responsibility and are not included in any future payouts.
4. Add-On & Transmission Fees
Purchaser may charge clients an add-on fee in addition to standard transmission fees.
Transmission Fees: These are paid directly through the software system and are not distributed by Provider.
Add-On Fee Payouts: Add-on fees will be distributed by Provider twice per year:
First payout: approximately July (covering first half of the year funded returns).
Second payout: approximately November/December (covering remaining funded returns).
Add-on fees are only paid if the underlying return is successfully funded.
5. Support & Contact
Purchaser will receive:
Direct contact information for Provider (TaxPrepBoss) for administrative support.
Access to the Software’s technical support team for system-related assistance.
6. Refunds, Cancellations & Chargebacks
Non-Refundable Clause: All software purchases, onboarding fees, and related payments are final and non-refundable once access has been granted, regardless of usage.
Cancellation Policy: If Purchaser chooses to discontinue use of the Software, this does not relieve them of any outstanding payment obligations under any zero-down or deferred payment arrangement.
No Transfer of License: Software access and rights are granted exclusively to the Purchaser and may not be resold, reassigned, or transferred.
Chargeback Protection: Purchaser agrees not to initiate any chargeback, reversal, or dispute with their bank or credit card provider for payments made under this Agreement. Any attempt to do so will be considered a breach of contract, and Provider reserves the right to pursue legal remedies, including recovery of funds, collection costs, and attorney’s fees.
7. No Employment Relationship
Purchaser understands and agrees that they are operating as an independent business owner. This Agreement does not create an employment, partnership, or joint venture relationship between Purchaser and Provider.
8. Compliance
Purchaser agrees to:
Operate in compliance with all IRS rules, regulations, and due diligence requirements.
Maintain secure handling of taxpayer information in accordance with federal law.
Be fully liable for their own clients, returns, and business practices.
9. Termination
Provider reserves the right to revoke access to the Software if Purchaser:
Fails to complete required payments.
Misuses the Software in violation of IRS or state regulations.
Engages in fraudulent or unethical conduct.
10. Limitation of Liability
Provider is not liable for:
IRS penalties, fines, or legal issues incurred by Purchaser.
Errors or omissions in Purchaser’s tax preparation services.
Loss of income or clients due to Purchaser’s misuse of the Software.
11. Entire Agreement
This document represents the full agreement between Purchaser and Provider regarding the purchase and use of the Software. Any changes must be made in writing and signed by both parties.
Acknowledgment
By signing below, Purchaser acknowledges they have read, understood, and agreed to the terms of this Agreement.
