Please read these Terms & Conditions (“Terms”) carefully before purchasing, accessing, or using any website, digital product, training program, resource, appointment, consultation, or other service provided by Soft Tax Pro (“Company,” “we,” “our,” or “us”).

By accessing our website, purchasing a product or program, creating an account, booking a session, or using our services, you agree to be bound by these Terms.

1. BUSINESS INFORMATION

Soft Tax Pro provides professional tax software, business training, educational resources, marketing resources, operational systems, consulting, and business-growth solutions for independent tax professionals and tax office owners.

Website: www.softtaxpro.com
Email: [email protected]
Phone: 407-753-1553

2. DIGITAL PRODUCTS & TRAINING PROGRAMS

Soft Tax Pro may offer digital products and training programs including, but not limited to:

Tax Business Starter System
Premium Tax Business Development Program
Training videos and lessons
Workbooks and guides
Checklists and templates
Business setup resources
Client acquisition resources
Marketing resources
Workflow and operational systems
Tax-business growth resources
Other digital materials and educational content

Product contents may vary depending on the offer purchased.

Unless specifically stated otherwise, all products are delivered digitally.

3. COURSE & DIGITAL ACCESS

After a successful purchase, customers may receive access through email, a customer portal, membership area, course platform, download page, or another digital-delivery method.

You are responsible for:

Providing an accurate email address
Maintaining access to your email account
Keeping login credentials secure
Using your account only for your own authorized purposes

Access instructions may take a reasonable amount of time to arrive depending on payment processing, email delivery, account setup, or other technical factors.

If you experience an access issue, contact [email protected].

4. EDUCATIONAL PURPOSES DISCLAIMER

Soft Tax Pro training programs, courses, templates, guides, systems, resources, and educational materials are provided for informational and educational purposes only.

Nothing provided through our training programs should be considered individualized legal, tax, accounting, financial, investment, or professional advice.

Customers remain responsible for obtaining appropriate professional advice when necessary and for ensuring that their business activities comply with applicable laws, regulations, licensing requirements, tax rules, professional standards, and industry requirements.

5. NO GUARANTEE OF RESULTS

Soft Tax Pro does not guarantee any specific financial, business, marketing, client-acquisition, income, revenue, profit, or growth result.

Results depend on many factors, including:

Your experience
Your effort and implementation
Your market
Your pricing
Your business model
Your marketing activity
Your customer service
Your location
Economic conditions
Industry conditions
Regulatory requirements
Other factors outside our control

Examples, testimonials, illustrations, strategies, or case studies are not guarantees that you will achieve the same or similar results.

You are solely responsible for your business decisions and results.

6. LICENSE & PERMITTED USE

When you purchase a Soft Tax Pro digital product or training program, you receive a limited, personal, non-exclusive, non-transferable license to access and use the materials for your own business and educational purposes, unless otherwise stated in writing.

You may not:

Resell our training materials
Redistribute course content
Share your login credentials
Upload paid materials to public websites
Copy or reproduce materials for resale
Create competing products substantially based on our materials
Sell, sublicense, or commercially distribute our intellectual property
Provide unauthorized access to other individuals or businesses

Any commercial-use or licensing rights must be expressly granted by Soft Tax Pro in writing.

7. INTELLECTUAL PROPERTY

All website content, course materials, videos, graphics, branding, logos, templates, systems, guides, workbooks, downloads, software, processes, designs, and other materials made available by Soft Tax Pro are protected by applicable intellectual-property laws.

Unless otherwise stated, these materials remain the property of Soft Tax Pro or its applicable licensors.

Purchasing a product does not transfer ownership of our intellectual property.

8. PAYMENTS

By purchasing a product or service, you authorize Soft Tax Pro and its payment-processing providers to charge the amount displayed at checkout.

Prices are presented in U.S. dollars unless otherwise indicated.

Current funnel offers may include:

Tax Business Starter System — $37 one-time payment

Premium Tax Business Development Program — $497 one-time upgrade

Pricing, promotions, bonuses, and product availability may change at any time for future purchases.

Your applicable price is the price presented and accepted at the time of your transaction.

9. FAILED OR DECLINED PAYMENTS

If a payment is declined, reversed, disputed, canceled, or otherwise unsuccessful, Soft Tax Pro may delay, suspend, or terminate access to the applicable product or service until payment is successfully resolved.

Customers are responsible for ensuring that payment information provided at checkout is accurate and authorized.

10. REFUNDS

Refund eligibility is governed by the Refund Policy displayed on our website and any terms specifically presented at checkout.

Because many Soft Tax Pro products provide immediate access to digital materials, downloadable resources, training content, and intellectual property, refund eligibility may be limited once access has been provided.

Please review the applicable Refund Policy before completing your purchase.

Nothing in these Terms limits any rights that cannot legally be waived under applicable law.

11. CHARGEBACKS & PAYMENT DISPUTES

If you believe there is a billing issue, please contact us at [email protected] before initiating a payment dispute so we have an opportunity to review and resolve the matter.

Fraudulent, abusive, or improper chargebacks may result in suspension or termination of access to Soft Tax Pro products and services.

We reserve the right to provide transaction records, access records, communications, purchase confirmations, and other relevant documentation to payment processors or financial institutions when responding to payment disputes.

12. STRATEGY SESSIONS & APPOINTMENTS

Certain purchases or promotions may include access to complimentary or paid strategy sessions, consultations, demonstrations, or appointments.

Appointment availability is not guaranteed and may depend on staff schedules.

Customers are responsible for booking available times through the provided scheduling system.

We may establish rules relating to:

Booking windows
Appointment length
Availability
Rescheduling
Cancellations
Late arrivals
No-shows

A complimentary strategy session does not create an ongoing consulting, advisory, legal, accounting, or professional-services relationship unless separately agreed in writing.

13. COMMUNICATIONS

By submitting your contact information, making a purchase, creating an account, or booking an appointment, you may receive communications related to your transaction or relationship with Soft Tax Pro, including:

Purchase confirmations
Access instructions
Appointment confirmations
Appointment reminders
Customer-support messages
Account notifications
Training updates
Service announcements
Educational communications
Marketing communications where permitted

You may unsubscribe from promotional emails using the unsubscribe link provided in those emails.

Where SMS communications are offered, you may opt out by replying STOP. Message and data rates may apply.

Transactional or service-related communications may still be sent when necessary.

14. ACCEPTABLE USE

You agree not to use our website, products, platforms, or services to:

Violate any applicable law
Commit fraud
Misrepresent your identity
Interfere with our systems
Attempt unauthorized access
Distribute malware
Harass or abuse others
Copy or redistribute protected materials without authorization
Circumvent access restrictions
Share paid account credentials
Use our intellectual property in an unauthorized manner
Engage in activity that may damage Soft Tax Pro or its users

15. ACCOUNT RESPONSIBILITY

If an account is created for you, you are responsible for maintaining the confidentiality and security of your account credentials.

You agree to notify Soft Tax Pro if you become aware of unauthorized access or suspicious activity involving your account.

We are not responsible for losses resulting from your failure to adequately protect your login credentials.

16. ACCOUNT SUSPENSION OR TERMINATION

Soft Tax Pro may suspend or terminate access when reasonably necessary, including situations involving:

Payment disputes
Fraudulent activity
Unauthorized account sharing
Intellectual-property violations
Abusive behavior
Security threats
Violation of these Terms
Misuse of our products or services

Where appropriate, access may be restored once the underlying issue is resolved.

17. THIRD-PARTY SERVICES

Soft Tax Pro may use or integrate with third-party services including:

Payment processors
Website platforms
CRM systems
Course platforms
Calendar and booking systems
Email providers
SMS providers
Analytics services
Automation platforms
Marketing platforms
Software providers
Tax-industry service providers

Your use of certain third-party services may also be governed by their own terms, policies, and agreements.

Soft Tax Pro is not responsible for interruptions, changes, failures, security incidents, or other issues caused solely by third-party platforms outside our reasonable control.

18. SOFTWARE & TAX-INDUSTRY SERVICES

Soft Tax Pro may provide access to, information regarding, implementation assistance for, or support related to professional tax software, bank products, integrations, and related tax-industry services.

Specific software products or service-bureau arrangements may be subject to separate agreements, pricing, eligibility requirements, licensing requirements, compliance obligations, or third-party terms.

Purchasing a training product does not automatically include professional tax preparation software unless the applicable offer expressly states that software access is included.

19. DISCLAIMER OF WARRANTIES

To the fullest extent permitted by law, our website, digital products, training programs, resources, and services are provided on an “as available” and “as is” basis.

We do not warrant that:

Our website will always be uninterrupted
All content will always remain available
Every feature will operate without error
Our training will produce specific results
Third-party services will always remain available
All materials will be suitable for every individual business situation

We may update, modify, replace, or discontinue certain materials or features where reasonably necessary.

20. LIMITATION OF LIABILITY

To the fullest extent permitted by applicable law, Soft Tax Pro and its owners, officers, employees, contractors, affiliates, service providers, and representatives will not be liable for indirect, incidental, consequential, special, exemplary, or punitive damages arising from your use of our website, training, products, or services.

This may include loss of revenue, profits, business opportunities, data, customers, or other economic losses.

Where liability cannot legally be excluded, our liability will be limited to the extent permitted by applicable law.

21. INDEMNIFICATION

To the extent permitted by law, you agree to indemnify and hold harmless Soft Tax Pro and its owners, employees, contractors, affiliates, and representatives from claims, liabilities, damages, losses, or expenses arising from:

Your misuse of our products or services
Your violation of these Terms
Your violation of applicable laws
Your infringement of another party’s rights
Unauthorized distribution of our materials
Your own business activities or representations to your customers

22. BUSINESS DECISIONS & CUSTOMER RESPONSIBILITY

You remain solely responsible for decisions concerning your tax business, including:

Pricing
Marketing
Client acquisition
Compliance
Tax preparation activities
Customer relationships
Staffing
Operations
Business registration
Professional licensing
Financial decisions
Business policies and procedures

Soft Tax Pro provides tools, training, technology, resources, and support but does not operate your business on your behalf.

23. CHANGES TO PRODUCTS & PROGRAMS

Soft Tax Pro may periodically update or improve its programs, lessons, resources, templates, systems, software integrations, or product structures.

Minor changes, improvements, replacements, or updates may be made without prior notice where they do not materially reduce the core product purchased.

24. GOVERNING LAW

These Terms are governed by applicable laws in the jurisdiction in which Soft Tax Pro operates, without regard to conflict-of-law principles, except where applicable consumer-protection laws require otherwise.

Any dispute will be handled in accordance with applicable law and any enforceable dispute-resolution provisions separately agreed between the parties.

25. SEVERABILITY

If any provision of these Terms is determined to be invalid, unlawful, or unenforceable, the remaining provisions will continue in full force and effect to the extent permitted by law.

26. NO WAIVER

Failure by Soft Tax Pro to enforce any provision of these Terms does not constitute a waiver of that provision or any other rights.

27. ENTIRE AGREEMENT

These Terms, together with our Privacy Policy, Refund Policy, checkout disclosures, and any other applicable written agreements, constitute the agreement governing your use and purchase of the applicable Soft Tax Pro products and services.

28. CHANGES TO THESE TERMS

We may update these Terms from time to time to reflect changes in our products, services, business practices, technology, or legal requirements.

Updated Terms will be posted with a revised “Last Updated” date.

Your continued use of our website or services following an update constitutes acknowledgment of the revised Terms to the extent permitted by applicable law.

29. CONTACT US

If you have questions regarding these Terms & Conditions, please contact:

Soft Tax Pro
Email: [email protected]
Phone: 407-753-1553
Website: www.softtaxpro.com

© 2026 Soft Tax Pro. All Rights Reserved.