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Terms of Use

Effective Date: June 1, 2026

These Terms of Use (the “Terms of Use”) govern your use of: (a) the website located at TaxFigure.com (the “Website”); (b) the software, hardware, and systems used by us to host and make available the Services (defined below) to you; and (c) all other products or services provided by us, as described on, or provided through, the Website, including TaxFigure AI Tax Research, TaxScan OCR, PrivacyVault, and other products or service offerings, whether or not they are expressly identified in these Terms of Use (collectively, the “TaxFigure Platform”). These Terms of Use form an agreement between TaxFigure LLC (“TaxFigure”, “us”, “we”, “our”) and you. The term “you” refers to the person or entity accessing, visiting, browsing, or otherwise using (“use” or “using” in these Terms of Use will mean any of the foregoing) the TaxFigure Platform.

BY USING THE TAXFIGURE PLATFORM, YOU AGREE TO BE BOUND BY AND COMPLY WITH THESE TERMS OF USE, AS UPDATED FROM TIME TO TIME IN ACCORDANCE WITH SECTION 2. IF YOU DO NOT AGREE TO BE BOUND BY AND COMPLY WITH THESE TERMS OF USE, YOU MUST NOT USE THE TAXFIGURE PLATFORM. IF YOU ARE USING THE TAXFIGURE PLATFORM ON BEHALF OF ANOTHER PERSON OR A CORPORATE ENTITY, YOU REPRESENT AND WARRANT THAT YOU HAVE THE AUTHORITY TO BIND SUCH PERSON OR ENTITY TO THESE TERMS OF USE.

YOU ACKNOWLEDGE AND AGREE THAT NO TAX ADVICE IS PROVIDED BY US OR THE TAXFIGURE PLATFORM AND NO PROFESSIONAL-CLIENT RELATIONSHIP IS FORMED BETWEEN YOU AND US. TAXFIGURE IS A RESEARCH TOOL DESIGNED TO ASSIST TAX PROFESSIONALS IN THEIR WORK.

YOU MAY NOT ACCESS THE SERVICES IF YOU ARE OUR DIRECT COMPETITOR, OR TO MONITOR THEIR FUNCTIONALITY, PERFORMANCE, AVAILABILITY OR ANY OTHER COMPETITIVE OR BENCHMARKING-RELATED PURPOSES.

YOU ACKNOWLEDGE AND AGREE THAT YOU ARE GRANTED RIGHTS UNDER THESE TERMS OF USE PURSUANT TO THE APPLICABLE AGREEMENT (SUCH AS AN ENTERPRISE SOFTWARE-AS-A-SERVICE AGREEMENT) BETWEEN YOUR EMPLOYER OR OTHER CORPORATE ENTITY AND US (THE “SUBSCRIBER AGREEMENT”), AND ANY CHANGES TO OR TERMINATION OF SUCH AGREEMENT MAY RESULT IN CHANGES TO OR TERMINATION OF THESE TERMS OF USE.

1. Permitted Use

The TaxFigure Platform is provided solely (the “Permitted Use”) to assist you with research and analysis on tax issues, including federal tax code, caselaw, state and local tax (SALT), and municipal tax matters (the “Services”).

As a condition of your use of the TaxFigure Platform, you represent, covenant, and warrant that:

  • (a) you have reached the age of majority in your jurisdiction of residence;
  • (b) you possess the legal authority to create a binding legal obligation;
  • (c) you will use the TaxFigure Platform in accordance with these Terms of Use; and
  • (d) all information supplied by you to us or through the TaxFigure Platform is true, accurate, current and complete.

We retain the right, at our sole discretion, to deny you use of the TaxFigure Platform, at any time and for any reason, including your violation of these Terms of Use.

2. Changes to these Terms of Use, the Services and the TaxFigure Platform

Except where prohibited by applicable law and subject to any Subscriber Agreement, we reserve the right to change these Terms of Use, any part of the Services, the TaxFigure Platform or any questions and questionnaires, information, material or content contained on or provided through the TaxFigure Platform (the “Content”) at any time. If we make material changes to these Terms of Use, we will provide notice by posting the updated Terms of Use on the Website and updating the “Effective Date” above, or through other means as required by applicable law. Your continued access to, or use of, the Services or the TaxFigure Platform after any changes to these Terms of Use indicates your acceptance of such changes. It is your responsibility to review these Terms of Use regularly.

3. License Grant to Data You Provide On the TaxFigure Platform

Subject to these Terms of Use and to the extent permitted by applicable law, you grant to us a transferable, royalty-free, fully paid-up, worldwide and fully sublicensable license to access, collect, store and use any data, information, records and files that you load, transmit to or enter into the TaxFigure Platform or otherwise provide to us, including:

  • (a) all results from processing such data, information, records and files; and
  • (b) all compilations, and derivative works of such data, information, records and files,

in each case, for the purposes of:

  • (i) providing the Services;
  • (ii) complying with applicable law;
  • (iii) our reasonable audit and data retention policies; or
  • (iv) to improve the TaxFigure Platform.

Notwithstanding the foregoing, upon your request, we will delete any data, information, records and files that you load, transmit to or enter into the TaxFigure Platform or otherwise provide to us. Deletion requests are subject to any retention required or permitted by applicable law and our reasonable audit, backup and data retention policies. Upon deletion, the license granted in this Section 3 will terminate with respect to the deleted data, except to the extent retention is required by applicable law.

For more information on our privacy practices, please see Section 7 of these Terms of Use.

4. User Account

If you are provided with a user account (“User Account”) for use with the TaxFigure Platform, you will keep any username and password login credentials associated with your User Account (“User ID”) secure and will not share your User ID with anyone else. We reserve the right to disable any User Account issued to you at any time in our sole discretion. If we disable access to a User Account issued to you, you may be prevented from accessing the TaxFigure Platform, or your account details.

5. Term and Termination

These Terms of Use will commence on the day you first accept these Terms of Use and will continue into force until terminated by either party (the “Term”). Either party may terminate these Terms of Use as follows:

  • (a) we may terminate these Terms of Use at any time and with immediate effect by giving notice to you, at our discretion, by email (at your current email address on file with us) or through the TaxFigure Platform; or
  • (b) you may terminate these Terms of Use at any time and with immediate effect by requesting (by email or through any then-available interfaces on the TaxFigure Platform) that your User Account be deleted, ceasing use of the TaxFigure Platform.

Any provisions of these Terms of Use that by their nature should survive termination will survive, including Section 3 (License Grant to Data You Provide On the TaxFigure Platform), Section 6 (Ownership), Section 10 (Confidentiality), Section 12 (Tax Advice Disclaimer), Section 13 (Disclaimer and Limitation of Liability), Section 14 (Indemnification), Section 15 (Governing Law and Jurisdiction) and Section 16 (Entire Agreement, Waiver and Severability; Other Provisions).

6. Ownership

The TaxFigure Platform and the Content, including all designs, graphics, pictures, illustrations, software, source code, computer programs, inventions, data, artwork, video, music, sound, names, words, text, titles, phrases, logos and marks displayed on or relating to the TaxFigure Platform, are owned or licensed by us and are protected by copyright, trademark and other intellectual property laws.

We expressly reserve all rights, title and interest in and to the TaxFigure Platform, the Content, and all materials provided by us to you in connection with these Terms of Use that are not specifically granted to you. You acknowledge that all rights, title and interest in and to the TaxFigure Platform, the Content, and all other materials provided by us hereunder, and any update, adaptation, translation, customization or derivative work thereof, and all intellectual property rights therein will remain with us (or our licensors, if applicable), and that the TaxFigure Platform, the Content, and all other materials provided by us hereunder are made available and not “sold” to you.

All contents of the TaxFigure Website are: © 2024-2026 TaxFigure LLC

7. Privacy Notice and Cookie Notice

Please review our current Privacy Notice and Cookie Notice, which contain important information about our practices in collecting, storing, using and disclosing your personal information, and which are hereby incorporated into and form a part of these Terms of Use.

8. No Unlawful or Prohibited Use

You will not, without our prior written permission, use the TaxFigure Platform or the Content for purposes other than the Permitted Use. Without limiting the generality of the foregoing, you will not (and will not attempt to), and will not permit anyone else to (or attempt to):

  • (a) “frame”, “mirror”, “deep-link” or otherwise incorporate the TaxFigure Platform or the Content or any part thereof on any website;
  • (b) access, monitor or copy any part of the TaxFigure Platform or the Content using any robot, spider, scraper or other automated means;
  • (c) violate the restrictions in any robot exclusion headers on the Content or the TaxFigure Platform or bypass or circumvent other measures employed to prevent or limit access to the TaxFigure Platform;
  • (d) take any action that imposes, or may impose, in our discretion, an unreasonable or disproportionately large load on the TaxFigure Platform;
  • (e) use the TaxFigure Platform or Content as part of any service for sharing, lending or multi-person use;
  • (f) circumvent, disable or defeat any of the security features or components, such as encryption functionality, that protect the TaxFigure Platform;
  • (g) copy, reproduce, modify, distribute, transfer, sell, broadcast, perform, transmit, publish, license or circulate in any form any part of the TaxFigure Platform or the Content;
  • (h) create derivative works based on the TaxFigure Platform or the Content, in whole or in part, or to decompile, disassemble, reverse assemble, reverse engineer, attempt to discover the source code or underlying components of models, algorithms and systems of the TaxFigure Platform or otherwise exploit any part of the TaxFigure Platform or the Content;
  • (i) use the TaxFigure Platform in a manner that violates the rights (including the intellectual property rights) of any third party;
  • (j) upload to or transmit through the TaxFigure Platform any information, images, text, data, media or other content that is offensive, hateful, obscene, defamatory or violates any laws, in each case as determined by us in our sole discretion;
  • (k) except as expressly permitted and enabled by the TaxFigure Platform, save, download, archive, or otherwise copy any Content (including, any classifying questions or questionnaires available on the TaxFigure Platform); or
  • (l) subject to applicable law, use output from the TaxFigure Platform or the Content to develop models that compete with TaxFigure.

9. Third Party Websites

The TaxFigure Platform may provide links to third party websites. We do not endorse the information contained on those websites or guarantee their quality, accuracy, reliability, completeness, currency, timeliness, non-infringement, merchantability or fitness for any purpose. The content in any linked website is not under our control, and if you choose to access any such website, you do so entirely at your own risk.

10. Confidentiality

The parties acknowledge and agree that each party (the “Receiving Party”) has and will have access to certain confidential information (“Confidential Information”) of the other party (the “Disclosing Party”).

“Confidential Information” means all information provided by the Disclosing Party to the Receiving Party hereunder that is:

  • (i) proprietary and/or non-public information related to the business activities of the Disclosing Party, its subsidiaries, and its affiliates, including any business plans, strategy, pricing, or financial information;
  • (ii) information relating to the Disclosing Party’s methods, processes, code, data, information technology, network designs, passwords, and sign-on codes; and/or
  • (iii) any other information that is designated as confidential by the Disclosing Party.

Confidential Information of TaxFigure shall also include the TaxFigure Platform.

Confidential Information does not include information that is or was, at the time of the disclosure:

  • (i) generally known or available to the public;
  • (ii) received by Receiving Party from a third party;
  • (iii) already in Receiving Party’s possession prior to the date of receipt from Disclosing Party; or
  • (iv) independently developed by the Receiving Party without reference to Disclosing Party’s Confidential Information,

provided in each case that such information was not obtained by the Receiving Party as a result of any unauthorized or wrongful act or omission, or breach of these Terms of Use, or breach of any legal, ethical or fiduciary obligation owed to the Disclosing Party.

At all times the Receiving Party shall:

  • (1) use the same standard of care to protect the Confidential Information as it uses to protect its own confidential information of a similar nature, but not less than a commercially reasonable standard of care;
  • (2) not use the Disclosing Party’s Confidential Information other than as permitted under these Terms of Use; and
  • (3) not disclose, distribute, or disseminate the Confidential Information to any third party, except as permitted by these Terms of Use.

11. Sub-Processors and Security of Service Data

TaxFigure will utilize third-party service providers (“Sub-processors”) who will have access to or process electronic data, text, messages, communications or other materials submitted to and stored within the TaxFigure Platform by you in connection with your use of the TaxFigure Platform (“Platform Data”) to assist in providing the Services to you.

You hereby confirm and provide general authorization for TaxFigure’s use of the Sub-processors listed within TaxFigure’s Information Security Program, which can be found at www.TaxFigure.com/security.

TaxFigure may use third-party service providers that are utilized by TaxFigure to assist in providing the Services to you, but do not have access to Platform Data.

12. Tax Advice Disclaimer

YOU ACKNOWLEDGE AND UNDERSTAND THAT THE TAXFIGURE PLATFORM, THE CONTENT, AND THE SERVICES, AND ALL OTHER PRODUCTS AND SERVICES MADE AVAILABLE TO YOU IN CONNECTION WITH THESE TERMS OF USE ARE DESIGNED AND INTENDED TO BE USED AS INFORMATION AND RESEARCH TOOLS ONLY. ACCORDINGLY, THEY ARE NOT DESIGNED OR INTENDED TO BE A SUBSTITUTE FOR PROFESSIONAL TAX ADVICE AND SHOULD NOT BE USED AS A REPLACEMENT OR SUBSTITUTE FOR PROFESSIONAL TAX ADVICE.

THE TAXFIGURE PLATFORM DOES NOT PROVIDE TAX, LEGAL, OR FINANCIAL ADVICE AND IS NOT INTENDED TO SUBSTITUTE THE KNOWLEDGE, EXPERTISE, SKILL AND JUDGMENT OF A CERTIFIED PUBLIC ACCOUNTANT, ENROLLED AGENT, TAX ATTORNEY, OR OTHER QUALIFIED TAX PROFESSIONAL. NO PROFESSIONAL-CLIENT RELATIONSHIP IS FORMED BETWEEN YOU AND US.

USERS OF THE TAXFIGURE PLATFORM ARE RESPONSIBLE FOR INDEPENDENTLY VERIFYING ALL INFORMATION AND CITATIONS PROVIDED BY THE PLATFORM BEFORE RELYING ON SUCH INFORMATION IN ANY PROFESSIONAL CAPACITY.

13. Disclaimer and Limitation of Liability

THE TAXFIGURE PLATFORM AND THE CONTENT ARE PROVIDED “AS IS” AND “AS AVAILABLE”, WITH ALL FAULTS AND WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND. TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, WE DISCLAIM ALL WARRANTIES, REPRESENTATIONS AND CONDITIONS OF ANY KIND WITH RESPECT TO THE TAXFIGURE PLATFORM AND THE CONTENT WHETHER EXPRESS, IMPLIED, STATUTORY OR COLLATERAL, INCLUDING, ANY WARRANTIES OR CONDITIONS OF MERCHANTABILITY, MERCHANTABLE QUALITY, COMPATIBILITY, TITLE, SECURITY, RELIABILITY, COMPLETENESS, QUIET ENJOYMENT, ACCURACY, RELIABILITY, CURRENCY, TIMELINESS, QUALITY, INTEGRATION, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT, OR ANY WARRANTIES OR CONDITIONS ARISING OUT OF COURSE OF DEALING OR USAGE OF TRADE, OR THAT THE TAXFIGURE PLATFORM OR THE CONTENT ARE OR WILL BE ERROR-FREE OR WILL OPERATE WITHOUT INTERRUPTION.

IN NO EVENT WILL WE BE LIABLE, WHETHER BASED ON WARRANTY, CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY OR ANY OTHER LEGAL THEORY, FOR ANY DAMAGES OF ANY KIND (INCLUDING DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, EXEMPLARY OR PUNITIVE DAMAGES, LOST PROFITS, LOSS OF USE, LOSS OF DATA, PERSONAL INJURY, FINES, FEES, PENALTIES OR OTHER LIABILITIES), WHETHER OR NOT WE WERE ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, RESULTING FROM OR RELATED TO THESE TERMS OF USE, INCLUDING THE USE OF, OR THE INABILITY TO MAKE USE OF, THE TAXFIGURE PLATFORM OR THE CONTENT.

WITHOUT LIMITING THE FOREGOING, TO THE EXTENT THAT THE FOREGOING LIMITATION DOES NOT APPLY, IN NO EVENT WILL OUR TOTAL AGGREGATE LIABILITY IN CONNECTION WITH THESE TERMS OF USE, OR YOUR USE OF, OR INABILITY TO MAKE USE OF, THE TAXFIGURE PLATFORM OR THE CONTENT EXCEED THE AMOUNTS PAID BY YOU TO TAXFIGURE IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM, OR ONE HUNDRED U.S. DOLLARS ($100), WHICHEVER IS GREATER. FOR GREATER CERTAINTY, THE EXISTENCE OF ONE OR MORE CLAIMS UNDER THESE TERMS OF USE WILL NOT INCREASE THE MAXIMUM LIABILITY AMOUNT.

The limitation above reflects the allocation of risk between the parties. The limitations specified in this section will survive and apply even if any limited remedy specified in these terms is found to have failed of its essential purpose.

14. Indemnification

You will defend, indemnify and hold harmless us and all of our officers, directors, employees, agents and advisors from and against any claims, causes of action, demands, recoveries, losses, damages, fines, penalties or other costs or expenses of any kind or nature including reasonable legal and accounting fees, brought in connection with or as a result of:

  • (a) your breach of any provision of these Terms of Use or any documents referenced herein;
  • (b) your violation of any law or the rights of a third party (including intellectual property rights); or
  • (c) your use of the TaxFigure Platform (including your use of the TaxFigure Platform in connection with any tax or legal activities).

15. Governing Law and Jurisdiction

Subject to the terms of any Subscriber Agreement, these Terms of Use will be governed by the laws of the State of Arizona and the federal laws of the United States of America applicable therein and such laws apply to your access to or use of the TaxFigure Platform or the Content, notwithstanding your domicile, residency or physical location.

You will only use the TaxFigure Platform and the Content in jurisdictions where the TaxFigure Platform and the Content may lawfully be used and, except as restricted by applicable law, you hereby consent to the exclusive jurisdiction and venue of courts in Maricopa County, Arizona in all disputes arising out of or relating to the use of the TaxFigure Platform or the Content.

16. Entire Agreement, Waiver and Severability; Other Provisions

These Terms of Use constitute the entire agreement between you and us pertaining to the subject matter hereof and supersede all prior or contemporaneous communications and proposals, whether electronic, oral or written, between you and us with respect to the TaxFigure Platform.

The term “including” means “including without limitation”.

A printed version of these Terms of Use and of any notice given in electronic form will be admissible in judicial or administrative proceedings based upon or relating to these Terms of Use to the same extent and subject to the same conditions as other business documents and records originally generated and maintained in printed form.

Our failure to insist upon or enforce strict performance of any provision of these Terms of Use will not be construed as a waiver of any provision or right.

If any of the provisions contained in these Terms of Use are determined to be void, invalid or otherwise unenforceable by a court of competent jurisdiction, such provision will be severed from these Terms of Use and all other provisions of these Terms of Use will remain in full force and effect.

17. Contact Information

If you have any questions about these Terms of Use, please contact us at:

© 2024-2026 TaxFigure LLC. All rights reserved.