TaxOrch terms of service

What you are agreeing to#

These terms are the agreement between you and TaxOrch covering your use of the TaxOrch product and this website. By creating an account, or by subscribing, you accept them.

Three other documents form part of this agreement and are as binding as the text here: the refund and cancellation policy, the acceptable use policy and the disclaimer. The disclaimer in particular states the limits of what any answer can be relied on for, and those limits are part of what you are agreeing to rather than a caveat attached afterwards.

The company details, and the law this agreement is under, are published at the foot of this page.

Who may use it#

You must be at least 18 and able to enter a contract. If you accept these terms for a company or firm, you confirm you are authorised to bind it, and "you" means that organisation.

The product is available worldwide except where we are prohibited from supplying it by sanctions or export control, and an account may be refused or closed on that basis.

What the product provides#

TaxOrch provides decision support: research, computation and draft documents, each carrying the authority it relied on and the versions it was produced against.

It does not provide professional tax advice. It does not file returns. It does not execute payments. It does not post to your books without an accountant approving the entry. These are structural properties rather than settings.

Where its answers apply#

Answers are exact only within declared coverage, which is published per jurisdiction including its gaps. Outside that, the product abstains and says so.

A jurisdiction marked beta requires professional review of every figure before it is used. That requirement is part of these terms, not advice about how to use the product.

Your responsibilities#

• Review before you act. Every output is a draft until a qualified person has checked it. The review trail exists because that step is real.
• Supply accurate facts. An answer depends on the entity, the tax year and the facts given to it. A clarifying question exists because the answer changes with the response.
• Keep your access secure. Access is role-based and audited; sharing credentials defeats both. Tell us promptly if you believe an account has been compromised.
• Use it within the acceptable use policy. That document is part of these terms.

Our responsibilities#

• To compute every figure with a deterministic calculator from a versioned dataset, never with a language model.
• To cite a specific locator in a real official document for every legal claim, and to block an answer whose material claims are unsupported.
• To abstain rather than to guess, and to say which of the two is happening.
• To publish coverage including its gaps, and readiness including gates that are not met.

These are the properties the product is built around, and they are commitments under this agreement rather than descriptions of current practice we might quietly drop.

Accounts and your content#

You keep everything you put in and everything produced from your data. You grant us only the permission needed to run the service for you: to store, process and display your content, and to create the backups and audit records described in the privacy policy.

Your content is not used to train models without your explicit opt-in, and the opt-out is the default. That is a term of this agreement, not a setting we may reinterpret.

Fees, billing and renewal#

• Prices are those shown at checkout for the plan you choose, in the currency shown there. Nothing on this website should be treated as a quotation, and the checkout is what governs.
• Sales tax and VAT are calculated and charged by Paddle according to where you are, and are shown before you pay.
• Paddle is the merchant of record for every purchase. Paddle takes the payment, issues the invoice and processes refunds. Your contract for the service is with TaxOrch; your payment contract is with Paddle, under Paddle's buyer terms.
• Subscriptions renew automatically at the end of each period, at the price then current for your plan, until cancelled. You may cancel at any time and keep access to the end of the period already paid for.
• A price change never applies to a period already paid for. You are given at least 30 days' notice before a renewal at a new price, and cancelling before that renewal costs nothing.
• AI credits are consumable and are spent on computation that has already happened. How they are refunded, and when they are not, is set out in the refund policy.
• A free account is available with a limited allowance of AI credits so you can try the product. It carries the same terms, minus the payment ones.

Refunds and cancellation are governed by the refund and cancellation policy, which forms part of this agreement.

Availability#

We aim to keep the service available and will not pretend to a number we have not agreed. No uptime service level is committed under these terms. Where one is needed, it is agreed separately in writing, and only a signed service level creates a remedy.

Maintenance that requires downtime is announced in advance where it is planned.

Intellectual property#

You keep everything you put in and everything produced from your data. We keep the product, the corpus, the parameter datasets, the models and the evaluation harness. Nothing here transfers ownership of either to the other.

You may use the outputs the product produces for you, including commercially, for your own or your clients' tax affairs. You may not use them to build a competing dataset or to train a model, and you may not extract the corpus, parameter datasets or model weights — see the acceptable use policy.

Third-party and licensed data#

Some data the product uses is licensed from third parties on terms that restrict what may be done with it. Where that is so, the restriction is enforced by the product rather than left to you to remember, and an answer that cannot be shown to you under the relevant licence is withheld rather than shown with a warning.

Confidentiality#

Each side will keep the other's non-public information confidential and use it only for this agreement. Your tax data is your confidential information, and the product's internals are ours.

Suspension and termination#

• You may stop using the product and close your account at any time. The export and deletion paths in the privacy policy apply.
• We may suspend or close an account for a material breach of these terms or the acceptable use policy, for non-payment, or where required by law. Except where the breach makes it unsafe or unlawful to wait, you are told what the problem is and given a reasonable chance to fix it first.
• Either side may end a subscription by not renewing it.
• On termination, you keep the right to export your data for 30 days, after which it is deleted on the retention schedule in the privacy policy.

What we do not warrant#

The product is provided as described in these terms and on this website. Beyond that, and to the extent the law allows, we do not warrant that the service will be uninterrupted or error-free, nor that any answer is suitable for a particular purpose.

We do warrant that we will provide the service with reasonable skill and care, and the commitments under Our responsibilities above are warranties.

Nothing here excludes a warranty that cannot lawfully be excluded, and if you are a consumer, your statutory rights are not affected.

Liability#

To the extent the law allows:

• Neither side is liable for indirect or consequential loss, lost profits, lost revenue, lost data beyond our restoration obligations, or loss of anticipated savings.
• Our total liability to you for all claims arising in any twelve-month period is limited to the greater of the fees you paid us in the twelve months before the claim arose, or USD 100.
• That limit does not apply to death or personal injury caused by negligence, to fraud or fraudulent misrepresentation, to our breach of confidentiality, or to anything else that cannot lawfully be limited.

A tax position taken on the product's output remains yours. The product produces decision support and says so throughout; liability for a filing is not transferred to us by the fact that a draft of it was prepared here.

Indemnity#

You will cover us against a third-party claim arising from your use of the product in breach of these terms or the acceptable use policy, or from content you supplied that you had no right to supply. We will cover you against a third-party claim that the product itself infringes their intellectual property.

Either side claiming an indemnity must tell the other promptly and let them handle the defence.

Changes to these terms#

Every version carries the date it took effect and a summary of what changed, in the terms a reader would care about. Earlier versions stay readable at this address.

A material change is notified to account holders at least 30 days in advance. If you do not accept it, you may cancel before it takes effect and be refunded for any period paid for but not yet used. Continuing to use the product after a change takes effect is acceptance of it — but only where the notice was actually sent.

Complaints and disputes#

Write to support@taxorch.com first. Most disputes are a billing question or a misunderstanding about coverage, and both are faster to fix directly than through a process.

If that does not resolve it, either side may pursue the matter in the courts named below. Nothing stops either side from seeking an injunction where one is genuinely needed.

General#

• If a clause is unenforceable, the rest stands.
• Not enforcing a term once does not waive it.
• You may not transfer this agreement without our consent; we may transfer it as part of a sale of the business, on notice to you.
• These terms, with the documents named in them, are the whole agreement and replace anything said beforehand.
• There is no partnership, agency or employment between us.