Terms of Service

Agreement to Terms

Welcome to Prestige III. These Terms of Service ("Terms") govern your access to and use of our cloud-based tax preparation software, mobile applications, and related services (collectively, the "Services"). By accessing or using our Services, you agree to be bound by these Terms.

IF YOU DO NOT AGREE TO THESE TERMS, DO NOT USE OUR SERVICES. Your continued use of the Services constitutes your acceptance of these Terms and any modifications we make to them.

Eligibility

To use Prestige III Services, you must:

Be at least 18 years of age or the age of majority in your jurisdiction
Be a licensed tax professional or authorized representative
Have the legal authority to enter into this agreement
Provide accurate, current, and complete information during registration
Maintain the security of your account credentials
Comply with all applicable federal, state, and local laws and regulations

Account Registration & Security

Account Responsibilities

When you create an account with Prestige III, you agree to:

Provide accurate and complete registration information
Maintain and promptly update your account information
Keep your password secure and confidential
Notify us immediately of any unauthorized access or security breaches
Accept responsibility for all activities that occur under your account
Not share your account credentials with any third party

We reserve the right to suspend or terminate accounts that violate these Terms or engage in fraudulent, abusive, or illegal activity.

Services Provided

Prestige III provides cloud-based tax preparation software and related services, including:

Tax Preparation Software: Tools to prepare federal and state tax returns
E-Filing Services: Electronic transmission of tax returns to the IRS and state agencies
Bank Products: Refund transfer and payment processing services through partner financial institutions
Document Management: Secure storage and management of tax documents
Mobile Applications: TaxesToGo® mobile app for clients
Technical Support: Customer support and technical assistance
Updates & Maintenance: Software updates and system maintenance

License & Acceptable Use

License Grant

Subject to your compliance with these Terms, Prestige III grants you a limited, non-exclusive, non-transferable, revocable license to access and use the Services for your professional tax preparation business.

Prohibited Uses

You agree NOT to:

Use the Services for any illegal purpose or in violation of any laws
Reproduce, modify, distribute, or create derivative works of the Services
Reverse engineer, decompile, or disassemble any part of the Services
Attempt to gain unauthorized access to our systems or networks
Upload malicious code, viruses, or harmful content
Interfere with or disrupt the Services or servers
Use automated systems (bots, scrapers) to access the Services
Resell, sublicense, or redistribute the Services without authorization
Remove or alter any proprietary notices or labels
Use the Services to prepare fraudulent or false tax returns

Fees & Payment Terms

Subscription & Fees

Use of Prestige III Services requires payment of applicable fees:

Subscription Fees: Charged based on your selected plan and billing cycle
E-File Fees: Per-return fees for electronic filing services
Bank Product Fees: Fees associated with refund transfers and payment processing
Additional Services: Fees for optional add-on features or services

Payment Terms:

All fees are quoted in U.S. Dollars and are non-refundable unless otherwise stated
Subscription fees are charged in advance on a monthly or annual basis
You authorize us to charge your payment method for all applicable fees
Failure to pay fees may result in suspension or termination of Services
We reserve the right to change fees with 30 days' notice
Late payments may incur additional charges as permitted by law

IRS Requirements & Compliance

As an IRS Authorized E-File Provider, Prestige III and its users must comply with IRS regulations:

PTIN Requirement: All tax preparers must have a valid Preparer Tax Identification Number
Due Diligence: Exercise due diligence in preparing accurate tax returns
Record Retention: Maintain tax records for the required retention period (minimum 3 years)
IRS Circular 230: Comply with IRS regulations governing practice before the IRS
Data Security: Follow IRS Publication 1075 requirements for safeguarding taxpayer data
Reporting Requirements: Report suspicious activity and potential fraud as required

Professional Responsibility

You are solely responsible for the accuracy and completeness of all tax returns prepared using our Services. Prestige III provides tools and software but does not provide tax advice or assume liability for tax preparation errors or omissions.

Data Ownership & Privacy

Your Data

You retain all ownership rights to the data you input into the Services, including client information and tax returns. By using our Services, you grant us a limited license to process, store, and transmit your data to provide the Services.

Our collection and use of personal information is governed by our Privacy Policy. By using the Services, you consent to our data practices as described in the Privacy Policy.

Data Security: We implement industry-standard security measures to protect your data, including encryption, access controls, and regular security audits. However, no system is 100% secure, and you acknowledge the inherent risks of electronic data transmission.

Intellectual Property Rights

The Services, including all software, content, trademarks, logos, and proprietary information, are owned by Prestige III or its licensors and are protected by intellectual property laws.

All trademarks, service marks, and trade names are proprietary to Prestige III
You may not use our intellectual property without prior written consent
Feedback or suggestions you provide may be used by us without compensation
Our software and documentation are protected by copyright law

Third-Party Services & Integrations

Our Services may integrate with or provide access to third-party services, including:

Partner financial institutions for bank products
Payment processors for transaction processing
Cloud infrastructure providers
IRS and state tax agencies for e-filing

Your use of third-party services is subject to their respective terms and conditions. We are not responsible for third-party services, and your interactions with them are at your own risk.

Warranties & Disclaimers

Service Provided "AS IS"

THE SERVICES ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO:

Implied warranties of merchantability, fitness for a particular purpose, or non-infringement
Warranties that the Services will be uninterrupted, error-free, or completely secure
Warranties regarding the accuracy or reliability of any information obtained through the Services

No Tax Advice: Prestige III provides software tools and services but does not provide tax, legal, or financial advice. You are solely responsible for determining the tax treatment of transactions and compliance with applicable laws.

System Availability: We strive to maintain 99.9% uptime but do not guarantee uninterrupted access. Scheduled maintenance, updates, and unforeseen technical issues may temporarily affect service availability.

Limitation of Liability

Liability Limitations

TO THE MAXIMUM EXTENT PERMITTED BY LAW:

PRESTIGE III SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES
THIS INCLUDES DAMAGES FOR LOST PROFITS, LOST DATA, BUSINESS INTERRUPTION, OR LOSS OF GOODWILL
OUR TOTAL LIABILITY SHALL NOT EXCEED THE AMOUNT YOU PAID TO US IN THE 12 MONTHS PRECEDING THE CLAIM
THESE LIMITATIONS APPLY EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES

Some jurisdictions do not allow certain limitations of liability, so some of these limitations may not apply to you.

Indemnification

You agree to indemnify, defend, and hold harmless Prestige III, its affiliates, officers, directors, employees, and agents from any claims, liabilities, damages, losses, costs, or expenses (including reasonable attorneys' fees) arising from:

Your use or misuse of the Services
Your violation of these Terms
Your violation of any applicable laws or regulations
Your violation of any third-party rights
Tax returns you prepare using the Services
Any negligence or willful misconduct on your part

Termination

Termination Rights

By You: You may terminate your account at any time by contacting customer support. Termination does not entitle you to a refund of prepaid fees.

By Us: We may suspend or terminate your account immediately if you:

Violate these Terms or our policies
Fail to pay applicable fees
Engage in fraudulent or illegal activity
Pose a security risk to our systems or other users
Use the Services in a manner that could harm our reputation or business

Effect of Termination: Upon termination, your right to access the Services immediately ceases. We may delete your account data after a reasonable period, subject to legal retention requirements. You remain liable for any fees incurred prior to termination.

Dispute Resolution & Arbitration

Arbitration Agreement

Any dispute arising from these Terms or the Services shall be resolved through binding arbitration rather than in court, except that you may assert claims in small claims court if they qualify.

Arbitration shall be conducted by the American Arbitration Association (AAA)
The arbitration shall be held in a location mutually agreed upon or via videoconference
Each party shall bear its own costs and attorneys' fees
The arbitrator's decision is final and binding
You waive any right to participate in class actions or class arbitrations

Governing Law: These Terms are governed by the laws of the United States and the state in which Prestige III is headquartered, without regard to conflict of law principles.

Changes to Terms

We reserve the right to modify these Terms at any time. When we make changes, we will:

Update the "Last Updated" date at the top of this page
Notify you via email or through the Services
Provide at least 30 days' notice for material changes

Your continued use of the Services after changes become effective constitutes your acceptance of the revised Terms. If you do not agree to the changes, you must stop using the Services and terminate your account.

General Provisions

Entire Agreement: These Terms constitute the entire agreement between you and Prestige III
Severability: If any provision is found invalid, the remaining provisions remain in effect
Waiver: Our failure to enforce any right does not constitute a waiver of that right
Assignment: You may not assign these Terms without our consent; we may assign freely
Force Majeure: We are not liable for delays due to circumstances beyond our control
Notices: Legal notices must be sent to the address provided below