Terms of Service

These Terms of Service (“Terms”) govern your access to and use of CitaxPro, Inc.’s software platform available at citaxpro.com (“Service”). By accessing or using the Service, you agree to be bound by these Terms.

1. Eligibility and Account Registration

The Service is intended for licensed CPA firms and tax professionals. You must be at least 18 years old and authorized to act on behalf of your firm to create an account. You are responsible for maintaining the confidentiality of your login credentials and for all activity under your account.

2. Subscription and Billing

Access to the Service requires a paid subscription. Subscriptions are billed annually and renew automatically unless cancelled before the renewal date. Pricing is as displayed on citaxpro.com at the time of purchase. Beta pricing is subject to change at the end of the beta period, with at least 30 days’ written notice.

3. Permitted Use

You may use the Service solely for your firm’s internal tax research and advisory workflow. You may not:

• Resell or sublicense access to the Service to third parties
• Use the Service to build a competing product
• Attempt to reverse-engineer, scrape, or extract the underlying models or data
• Share login credentials across firms

4. Client Data

You retain ownership of all client data you upload to the Service. By uploading data, you grant CitaxPro a limited license to process it solely to provide the Service. We do not sell, share, or use your client data to train models without your explicit written consent. You are responsible for ensuring you have the necessary authorizations from your clients to upload their tax information.

5. Tax Advice Disclaimer

The Service provides analytical tools and source citations to assist licensed tax professionals. It does not constitute legal or tax advice. All recommendations generated by the Service must be reviewed and approved by a qualified CPA before being communicated to clients. CitaxPro is not liable for any tax positions taken based on Service output.

6. Accuracy of Tax Rules

CitaxPro makes reasonable efforts to keep its tax rule database current. However, state tax law changes frequently and we do not guarantee the accuracy or completeness of any rule, rate, or deadline. Users are responsible for independently verifying all material conclusions before advising clients.

7. Intellectual Property

The Service, including its software, interfaces, scenario logic, and rule database, is the proprietary property of CitaxPro, Inc. and is protected by copyright and trade secret law. Nothing in these Terms grants you ownership of any CitaxPro intellectual property.

8. Limitation of Liability

To the maximum extent permitted by law, CitaxPro’s total liability for any claim arising from your use of the Service shall not exceed the fees paid by you in the 12 months preceding the claim. CitaxPro is not liable for indirect, incidental, special, or consequential damages.

9. Termination

Either party may terminate the subscription at the end of the current billing period. CitaxPro may suspend or terminate access immediately if you breach these Terms. Upon termination, you may export your data for 30 days before it is deleted from our systems.

10. Governing Law

These Terms are governed by the laws of the State of Delaware, without regard to conflict-of-law principles. Any disputes shall be resolved by binding arbitration in accordance with AAA Commercial Arbitration Rules.

11. Changes to These Terms

We may update these Terms from time to time. We will notify you of material changes by email at least 14 days before they take effect. Continued use of the Service after the effective date constitutes acceptance of the updated Terms.

Contact

Questions about these Terms may be sent to legal@citaxpro.com.