Terms & Conditions

These terms govern your firm's use of the Tax Doc AI service at taxdoc.ai. By creating an account or using the service, you accept them. If you accept on behalf of a firm, you confirm you have authority to bind that firm.

1. The service

Tax Doc AI connects to your firm's Google Workspace or Microsoft 365 account. It detects signed engagement letters, requests tax documents from your clients, classifies and extracts what arrives, sends reminders, and produces a workbook deliverable. The service is a document-collection tool. It does not prepare returns and it does not give tax, legal, or accounting advice.

2. Accounts

Sign-in is through Google or Microsoft single sign-on. You are responsible for activity under your firm's accounts and for keeping team access current. Remove team members who leave your firm.

3. Storage access

The service asks for read and write access to the storage and email scope you grant. It reads to detect engagements and ingest documents. It writes to maintain client folders and deposit deliverables. You can disconnect an integration at any time from the app, which stops all access under that grant.

4. Your data

Your firm owns its data and its clients' documents. Client files stay in your connected storage. We process document contents only to provide the service: classification, extraction, verification, and deliverable assembly. We do not sell your data and we do not use your clients' documents to train models for other customers.

5. Subscriptions and billing

Plans are billed through Stripe, monthly or annually. Plan limits, current prices, and included features are listed on the pricing page. You can change payment details, switch plans, or cancel through the Stripe customer portal linked in the app's billing settings. Cancellation takes effect at the end of the paid period.

6. Acceptable use

• Only connect accounts your firm is authorized to connect.
• Only request documents from clients with an engagement.
• Do not probe, overload, or reverse engineer the service.
• Do not use the service to send unsolicited bulk email.

7. Intellectual property

We own the service, its software, and its branding. You receive a subscription-term license to use them, as described in the EULA. You keep all rights to your data.

8. Disclaimers

Extraction is automated and can be wrong. Values flagged for review need review. You are responsible for verifying every figure before it reaches a filing. The service is provided "as is" without warranties of any kind, express or implied.

9. Limitation of liability

To the extent the law allows, our total liability for any claim is limited to the fees your firm paid in the twelve months before the claim. We are not liable for indirect, incidental, or consequential damages, including lost profits or lost data.

10. Termination

You may stop using the service at any time. We may suspend or end access for breach of these terms. On termination we disconnect all grants; your files remain in your own storage.

11. Changes

We may update these terms. Material changes are announced in the app or by email before they take effect. Continued use after the effective date is acceptance.

12. Contact

Questions about these terms go through Help & support.