Terms and Conditions

FreedomTax Pro provides:

• Tax preparation software licensing
• Tax business startup systems
• Mentorship
• Automation and CRM integrations
• Marketing and operational support tools

FreedomTax Pro is designed for independent tax professionals and business owners seeking to operate their own tax preparation business.

FreedomTax Pro tax software is provided under an annual software license agreement. The current annual license fee for the FreedomTax Pro tax software is:

This annual fee provides access to:

• Tax preparation software access
• Electronic filing capabilities
• Software updates during the license period
• Operational support resources
• Platform functionality included in your selected package

Failure to renew the annual license may result in suspension or termination of software access and related services. All fees are subject to change with prior notice.

Certain FreedomTax Pro packages include:

• AI automation systems
• CRM tools
• Workflow automations
• AI agents
• Marketing systems
• Done-for-you setup services

These services may require separate or recurring monthly subscription fees for CRM hosting, AI usage, automation platforms, and third-party integrations. Monthly service fees will be disclosed prior to activation.

FreedomTax Pro does not guarantee any specific income, revenue level, tax preparation volume, or business success. Any examples of income, profits, or business growth are provided for educational and illustrative purposes only.

Your success depends on factors including:

• Your experience
• Marketing efforts
• Client acquisition
• Work ethic
• Market conditions
• Compliance with IRS regulations

We stand behind the value of our system.

FreedomTax Pro Setup Guarantee: If FreedomTax Pro fails to provide access to the licensed software platform, initial onboarding assistance, or basic operational setup support included in your package, we will work to resolve the issue within a reasonable timeframe or provide an appropriate account credit or corrective solution at our discretion.

This guarantee does not apply to:

• User negligence
• Failure to complete onboarding requirements
• Third-party outages
• IRS transmission delays
• Bank product approvals
• Internet connectivity issues
• User failure to comply with software requirements
• Refund expectations
• Income guarantees

You agree to:

• Provide accurate business and registration information
• Maintain compliance with IRS and state regulations
• Obtain required PTINs, EFINs, and business licenses
• Use the software lawfully and ethically
• Protect client data and credentials

You are solely responsible for the preparation and filing of tax returns completed using the software.

Users of FreedomTax Pro are responsible for complying with:

• IRS regulations
• Due diligence requirements
• Federal and state tax laws
• Data security standards
• E-file compliance rules

FreedomTax Pro is not responsible for penalties, audits, or compliance violations resulting from user actions or submitted tax information.

By providing your phone number, you consent to receive SMS/text communications related to account notifications, onboarding updates, appointment reminders, operational support, and marketing communications. Message frequency may vary. Message and data rates may apply.

You may opt out at any time by replying:

• STOP to unsubscribe
• HELP for assistance

Your mobile information will not be sold or shared with third parties for marketing purposes.

All content, branding, systems, training materials, graphics, videos, automation workflows, and software-related materials are the intellectual property of FreedomTax Pro and may not be copied, reproduced, or distributed without written permission.

FreedomTax Pro shall not be liable for:

• Lost profits
• Business interruption
• IRS penalties
• Software downtime
• Third-party service failures
• Bank product denials
• Data loss caused by user negligence

Our maximum liability is limited to the amount paid directly to FreedomTax Pro for the applicable service.

Due to the digital nature of our software, training, onboarding, and business services, all sales are non-refundable once access has been granted or services have begun.

Any exceptions must be approved in writing by FreedomTax Pro management.

FreedomTax Pro may integrate with third-party services including CRM platforms, AI tools, banking partners, e-file providers, and payment processors. We are not responsible for outages, pricing changes, or functionality issues related to third-party providers.

These Terms and Conditions are governed by the laws of the State of Texas. Any disputes shall be resolved in the appropriate courts located in Texas.

FreedomTax Pro reserves the right to modify these Terms and Conditions at any time without prior notice. Continued use of the website or services constitutes acceptance of the updated Terms.