Legal

Terms of Service

Rules for using TaxAssembly websites, demos, and related services.

Last updated: May 19, 2026

1. Agreement

By accessing or using TaxAssembly websites, demos, or related services (the “Service”), you agree to these Terms of Service. If you do not agree, do not use the Service.

2. What TaxAssembly provides

TaxAssembly provides software for tax education simulation and firm-style workflow organization. The Service is a technology platform only. We do not provide tax, legal, or accounting advice, and we are not a CPA firm, law firm, or enrolled agent practice.

3. Demo and sample data

Many parts of the Service are offered as demonstrations using fictional clients and sample documents. Demo environments are for exploration, training, and evaluation only. You agree not to upload real taxpayer identifying information, real client files, or other sensitive personal data unless we have expressly agreed in writing to a production use.

4. Acceptable use

You agree not to:

  • Use the Service for unlawful, harmful, or misleading purposes
  • Attempt to access accounts, data, or systems without authorization
  • Reverse engineer, scrape, or disrupt the Service
  • Misrepresent TaxAssembly as providing professional tax services

5. Accounts

You are responsible for activity under your account and for keeping credentials secure. We may suspend or terminate access if we believe these Terms have been violated or if continued access creates risk to the Service or other users.

6. Intellectual property

TaxAssembly and its licensors own the Service, including software, branding, content, and design. We grant you a limited, non-exclusive, non-transferable right to use the Service for its intended purpose.

7. Disclaimers

The Service is provided on an “as is” and “as available” basis. To the fullest extent permitted by law, we disclaim all warranties, whether express or implied, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement.

8. Limitation of liability

To the fullest extent permitted by law, TaxAssembly LLC and its founders, officers, employees, and advisors will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for lost profits, data, goodwill, or business interruption arising from your use of the Service. Our total liability for any claim relating to the Service will not exceed the greater of (a) the amount you paid us for the Service in the twelve months before the claim or (b) one hundred U.S. dollars ($100).

9. Changes

We may update these Terms from time to time. Material changes will be posted on this page with an updated date. Continued use after changes become effective constitutes acceptance of the revised Terms.

10. Governing law

These Terms are governed by the laws of the State of Mississippi, without regard to conflict-of-law rules, except where mandatory local law applies.

11. Contact

Questions about these Terms: jay@taxassembly.com

This page is provided for general information only and does not constitute legal advice. Have an attorney review these terms for your specific situation before relying on them.