TAX SHIELD SOFTWARE

TERMS AND CONDITIONS

Effective Date: October 14, 2026
Website: www.taxshieldsoftware.com

1. Acceptance of Terms

Welcome to Tax Shield Software (“Tax Shield,” “we,” “us,” or “our”). By accessing our website, submitting information, purchasing software, registering for services, or communicating with our company, you agree to these Terms and Conditions.

If you do not agree with these terms, please discontinue use of our website and services.

These Terms and Conditions apply to website visitors, prospective customers, software users, tax professionals, resellers, affiliates, and other individuals interacting with Tax Shield Software.

Separate software licensing agreements, reseller agreements, service agreements, and other written contracts may apply to specific products or services. In the event of a conflict, the applicable signed agreement controls for the services covered by that agreement.

2. Products and Services

Tax Shield Software provides products and services designed to support tax preparation professionals and businesses, which may include:

Professional desktop tax preparation software.
Online tax preparation software.
Electronic filing services and related integrations.
Software training and technical support.
Reseller and franchise opportunities.
Software demonstrations and consultations.
Tax preparation business solutions.
Customer communications, updates, and promotional programs.

Services, features, pricing, eligibility, and availability may change.

Certain services may be subject to additional agreements, third-party provider requirements, IRS regulations, or financial institution approval.

3. Eligibility and Authorized Use

Users must be at least 18 years old and legally capable of entering into binding agreements.

Tax professionals using our software are responsible for obtaining and maintaining all required credentials, including applicable IRS Electronic Filing Identification Numbers (EFINs), Preparer Tax Identification Numbers (PTINs), and other professional registrations.

Users agree not to:

Access or use the software for fraudulent or unlawful purposes.
Share login credentials with unauthorized individuals.
Copy, redistribute, reverse engineer, or resell software without authorization.
Interfere with website or software security.
Submit false, misleading, or unauthorized information.
Use our services in violation of applicable federal or state laws.

Tax Shield reserves the right to suspend or terminate access when these conditions are violated, subject to applicable agreements and law.

4. Collection of Information

When you visit our website, submit a form, request information, purchase services, or communicate with Tax Shield Software, we may collect information such as:

First and last name.
Business name and business contact information.
Email address and telephone number.
Mailing or billing address.
Product and service interests.
Purchase and transaction information.
Customer service inquiries and support communications.
Website usage information, browser information, IP addresses, and cookies.
Information voluntarily provided through forms, surveys, messages, or consultations.

When necessary to provide contracted tax software services, additional information may be processed under applicable service agreements and data protection requirements.

5. Use of Collected Information

Tax Shield Software may use collected information for legitimate business purposes, including:

Responding to inquiries and customer requests.
Providing software demonstrations and product information.
Processing purchases, registrations, and service requests.
Delivering software access, technical assistance, and customer support.
Communicating important account, security, and service updates.
Providing training information and educational resources.
Sending promotional offers and marketing communications where permitted by law and supported by appropriate consent.
Improving website performance, products, and customer experience.
Maintaining business records and preventing fraudulent activity.
Complying with applicable legal, regulatory, and contractual obligations.

We may use customer relationship management (CRM) systems, communication platforms, analytics tools, and authorized service providers to support these activities.

Information collected will be handled according to our Privacy Policy and applicable law.

6. Information Sharing and Confidentiality

Tax Shield Software respects the privacy of customers and website visitors.

We may share information with authorized service providers when reasonably necessary to operate our business, including:

Website hosting and technical service providers.
Customer relationship management platforms.
Email and SMS communication providers.
Payment processors.
Software vendors and authorized integration partners.
Security and fraud prevention providers.
Government agencies or regulatory authorities when legally required.

SMS opt-in consent and phone numbers collected for SMS communication purposes will not be sold, rented, or shared with third parties or affiliates for their own marketing or promotional purposes.

Information may be provided to messaging service providers solely to facilitate communications authorized by the recipient.

We do not authorize service providers to use customer information for unrelated marketing activities.

Taxpayer information and tax return information are subject to additional confidentiality and disclosure requirements, including applicable federal tax laws.

7. SMS Messaging Terms and Conditions

7.1 SMS Program Description

Tax Shield Software offers an SMS messaging program for individuals who expressly agree to receive text messages.

Depending on the type of consent provided, messages may include:

Responses to software inquiries.
Customer service and technical support updates.
Appointment confirmations and reminders.
Software demonstrations and consultation scheduling.
Account notifications and service announcements.
Software updates and training opportunities.
Promotional offers, special pricing, and product announcements.

Marketing messages will be sent only to recipients who have provided the consent required by applicable law.

7.2 SMS Consent and Opt-In

By voluntarily selecting an SMS consent checkbox, submitting an authorized SMS registration, or otherwise providing valid express consent, you authorize Tax Shield Software to send text messages to the mobile number you provided for the purposes described in the applicable consent disclosure.

Consent to receive promotional or marketing text messages is not required as a condition of purchasing software, obtaining services, or conducting business with Tax Shield Software.

Providing a telephone number alone does not automatically constitute consent to receive promotional SMS messages.

Tax Shield Software may use automated messaging technology to deliver communications for which appropriate consent has been obtained.

7.3 Message Frequency

Message frequency varies based on customer interaction, service requests, account activity, and the messaging program selected.

Recipients may receive recurring messages when enrolled in an ongoing messaging program.

7.4 Message and Data Rates

Message and data rates may apply.

Your wireless carrier may charge fees for receiving or sending SMS messages based on your mobile service plan.

Tax Shield Software is not responsible for charges imposed by your wireless carrier.

7.5 Opt-Out Instructions

You may unsubscribe from SMS communications at any time.

Reply STOP to any Tax Shield Software text message to opt out.

After submitting STOP, you may receive one final confirmation message acknowledging your unsubscribe request.

No additional messages will be sent for that messaging program unless you provide new authorization or as otherwise permitted by law.

You may also request removal by contacting Tax Shield Software directly.

7.6 Customer Support

For assistance with SMS messaging:

Reply HELP to any Tax Shield Software text message.

You may also contact us at:

Phone: 1-855-507-1040
Website: www.taxshieldsoftware.com/contact/

7.7 Carrier Disclaimer

Wireless carriers are not responsible for delayed or undelivered messages.

SMS delivery is subject to network availability, carrier restrictions, and other technical limitations.

7.8 SMS Privacy

Tax Shield Software will not sell or share SMS consent information or mobile telephone numbers with third parties for their independent marketing purposes.

Information may be shared with authorized technology providers only as necessary to deliver requested messaging services and maintain program operations.

8. Email Communications

By subscribing to our email communications or otherwise providing appropriate authorization, you may receive emails concerning products, services, training, software updates, and promotional opportunities.

Marketing emails will include an unsubscribe option where required by law.

Customers may continue receiving essential transactional, account-related, security, or service communications when legally permitted, even after unsubscribing from promotional emails.

9. Telephone Communications

Tax Shield Software may contact customers and prospective customers regarding inquiries, requested services, appointments, account matters, and customer support.

Marketing calls, including calls using automated technology or prerecorded messages, will be made only where permitted by applicable law and with any required consent.

Customers may request that promotional calls be discontinued by contacting our company.

10. Data Security and Customer Responsibilities

Tax Shield Software uses reasonable administrative, technical, and organizational safeguards intended to protect information against unauthorized access, disclosure, alteration, and misuse.

However, no internet-based system, electronic transmission, or storage platform can be guaranteed completely secure.

Users are responsible for protecting account credentials, maintaining appropriate security on their devices, and safeguarding taxpayer information accessed through our software.

Tax professionals are independently responsible for complying with applicable IRS, FTC, and other data security requirements.

11. Tax Software Disclaimer

Tax Shield Software provides technology and related services to assist authorized tax professionals with preparing and processing tax returns.

Tax Shield Software does not guarantee:

IRS or state acceptance of any particular tax return.
Approval of refund transfers or bank products.
Specific refund amounts or processing dates.
Eligibility for tax credits, deductions, or incentives.
Error-free or uninterrupted software operation.

Users are responsible for verifying information entered into the software and ensuring compliance with applicable tax laws and professional requirements.

Tax Shield Software does not assume responsibility for tax preparation decisions made independently by users.

12. Software Licensing and Intellectual Property

All software, website content, trademarks, graphics, designs, documentation, and proprietary materials are owned by Tax Shield Software or their respective licensors.

Purchase or access to software does not transfer ownership of intellectual property.

Software usage rights are governed by applicable licensing agreements.

Unauthorized reproduction, distribution, resale, modification, or exploitation of proprietary materials is prohibited.

13. Pricing, Payments, and Refunds

Software prices, service fees, promotions, and payment terms are subject to the applicable purchase agreement or published offer.

Customers are responsible for reviewing the terms of their purchases before completing transactions.

Refunds, cancellations, renewals, and payment obligations are governed by the applicable software license, service agreement, or purchase terms.

Third-party banking and processing fees may apply to certain services.

14. Third-Party Services

Our website and software may contain links or integrations involving third-party businesses, including payment processors, financial institutions, software providers, and other technology partners.

Tax Shield Software is not responsible for third-party websites, independent policies, or services outside our control.

Use of third-party products may require acceptance of additional terms and conditions.

15. Limitation of Liability

To the maximum extent permitted by applicable law, Tax Shield Software and its officers, employees, affiliates, and service providers will not be liable for indirect, incidental, consequential, special, or punitive damages arising from use of the website or services.

Nothing in these Terms excludes or limits liability that cannot legally be excluded or limited.

Additional liability provisions may apply under separate written service or licensing agreements.

16. Service Availability

Tax Shield Software may perform maintenance, updates, system modifications, or temporary service interruptions.

We do not guarantee uninterrupted access to our website or software services.

We may modify or discontinue website features when reasonably necessary, subject to applicable customer agreements.

17. Changes to Terms and Conditions

Tax Shield Software reserves the right to update these Terms and Conditions to reflect changes in business operations, technology, applicable law, or services.

Updated terms will be posted on this website with a revised effective date.

Where legally required, we will provide additional notice or obtain renewed consent.

Continued use of services after revised terms become effective constitutes acceptance to the extent permitted by applicable law. Changes to these Terms do not replace any separate consent legally required for marketing communications.

18. Governing Law

These Terms and Conditions shall be governed by applicable United States federal law and the laws of the state identified in the applicable customer agreement or, where no such agreement applies, the state in which the contracting Tax Shield business entity is legally established, subject to mandatory consumer protection laws.

19. Contact Information

For questions about these Terms and Conditions, information practices, messaging services, or customer support, please contact:

Tax Shield Software

Website: https://www.taxshieldsoftware.com

Contact Page: https://www.taxshieldsoftware.com/contact/

Toll-Free Phone: 1-855-507-1040

20. Agreement and Acknowledgment

By accessing the Tax Shield Software website or using our products and services, you acknowledge that you have reviewed these Terms and Conditions and agree to comply with their applicable provisions.

Consent to receive marketing emails, text messages, or automated calls is separate from acceptance of these Terms and must be obtained when required by applicable law.