Terms and Conditions

This website is intended to provide information about LegacyPro Tax services, tax software licensing, service bureau partnerships, and related resources.

Users agree to use this website only for lawful purposes and in a manner that does not violate any applicable laws or regulations.

You may not:

• Use the website for fraudulent or illegal activities
• Attempt to gain unauthorized access to systems or accounts
• Disrupt the website or its services
• Copy, distribute, or exploit website content without written permission

LegacyPro Tax reserves the right to restrict or terminate website access for any user who violates these terms.

The information provided on this website is for informational purposes only.

LegacyPro Tax does not provide tax, legal, or financial advice through its website. Users should consult a licensed tax professional, CPA, or attorney for advice related to their specific situation.

LegacyPro Tax provides access to co-branded tax preparation software and service bureau infrastructure for qualified partners.

Purchasing or applying for software access through this website does not guarantee approval. All software licensing, bank product participation, and service bureau access are subject to approval and completion of required onboarding and compliance requirements.

Partners operating under the LegacyPro Tax system remain independent businesses and are responsible for:

• IRS compliance
• Bank product compliance
• Client relationships and services
• Tax return preparation

LegacyPro Tax is not responsible for actions taken by independent EROs, preparers, or service bureau partners using the software platform.

Users and partners who access tax software or participate in the LegacyPro Tax network are responsible for complying with all applicable IRS regulations including but not limited to:

• IRS Publication 1345
• IRS Publication 4557
• Circular 230
• Due diligence requirements under IRC §6695(g)

Failure to maintain compliance with IRS regulations may result in suspension or termination of system access.

LegacyPro Tax may provide access to bank product providers such as:

• Refund Advantage
• Santa Barbara Tax Products Group

Approval for bank products is determined solely by the financial institution. LegacyPro Tax does not guarantee approval and does not control bank underwriting decisions.

Users must complete all required bank onboarding, compliance training, and documentation requested by the financial institution.

LegacyPro Tax may offer access to an optional Customer Relationship Management platform for business automation and client management.

CRM services are provided as a third party or affiliated service and are optional for partners.

Discounted pricing may be offered to active partners. If a partnership with LegacyPro Tax is terminated, the discounted rate may no longer apply and standard pricing may apply.

Users are responsible for all subscription fees and usage charges related to the CRM platform.

LegacyPro Tax may offer digital products, training materials, guides, templates, mentorship resources, and other educational content through this website or affiliated platforms.

All digital products, training materials, course content, videos, templates, documents, and educational resources are proprietary and remain the intellectual property of LegacyPro Tax.

These materials are provided for the purchaser's personal business use only.

Users and partners may not:

• Resell digital products or training materials
• Distribute materials to third parties
• Copy, reproduce, or republish course content
• Upload materials to public websites or platforms
• Share training access with individuals who have not purchased or been granted access

LegacyPro Tax reserves the right to protect its intellectual property to the fullest extent permitted by law.

All payments made for:

• Software licensing
• Onboarding services
• Mentorship
• CRM subscriptions
• Training or digital products

All content, systems, materials, software configurations, training materials, graphics, and website content are the property of LegacyPro Tax or its licensors.

Users may not copy, reproduce, distribute, modify, or resell any materials without prior written consent.

Unauthorized use of intellectual property may result in termination of services and potential legal action.

LegacyPro Tax provides access to software platforms, operational infrastructure, and support services.

LegacyPro Tax shall not be liable for:

• Errors in tax preparation performed by independent preparers
• Financial losses resulting from tax filing decisions
• IRS penalties incurred by users
• Client disputes or business losses

Users assume full responsibility for their tax preparation activities and business operations.

Users accessing software systems or submitting information through this website must follow all applicable data protection and security requirements.

Partners must maintain safeguards to protect taxpayer information consistent with IRS Publication 4557.

LegacyPro Tax is not responsible for data breaches caused by user negligence or failure to maintain proper security controls.

LegacyPro Tax reserves the right to suspend or terminate access to website services, software systems, or partner platforms if a user:

• Violates these Terms and Conditions
• Engages in fraudulent or unethical activity
• Fails to comply with IRS or bank regulations
• Misuses the software platform

This website may reference or integrate third party services including software vendors, financial institutions, and CRM platforms.

LegacyPro Tax is not responsible for the performance, policies, or actions of third party providers.

Users agree to comply with the terms and policies of any third party services they access.

These Terms and Conditions shall be governed by and interpreted under the laws of the State of Texas.

Any disputes arising from the use of this website or related services shall be resolved in accordance with Texas law.

LegacyPro Tax reserves the right to update or modify these Terms and Conditions at any time. Continued use of the website after changes are posted constitutes acceptance of the updated terms.