Terms of Service

Effective Date: March 30, 2026

These Terms of Service (“Terms”) govern your access to and use of the TaxLint platform, operated by Cadenzai, Inc. (“TaxLint,” “we,” “us,” or “our”). By creating an account or using our services, you agree to be bound by these Terms. If you do not agree, do not use the platform.

1. Definitions

  • “Platform” means the TaxLint web applications (vault.taxlint.com, admin.taxlint.com, manage.taxlint.com), APIs, and related services.
  • “Firm” means the tax or accounting practice that maintains a TaxLint account.
  • “User” means any individual authorized by a Firm to access the Platform, including firm staff and their clients.
  • “Content” means documents, data, text, and other materials uploaded to or generated within the Platform.

2. Account Registration and Access

You must provide accurate and complete information when creating an account. You are responsible for maintaining the confidentiality of your login credentials and for all activity that occurs under your account. You must notify us immediately of any unauthorized access.

Firm administrators are responsible for managing user access within their organization, including granting and revoking permissions.

3. Acceptable Use

You agree to use the Platform only for lawful purposes related to tax and accounting engagement management. You agree not to:

  • Upload content that you do not have the right to share or that violates any law.
  • Attempt to gain unauthorized access to any part of the Platform or its infrastructure.
  • Interfere with, disrupt, or place an unreasonable burden on the Platform or its systems.
  • Use the Platform to store or transmit malicious code.
  • Reverse-engineer, decompile, or disassemble any part of the Platform.
  • Resell, sublicense, or redistribute access to the Platform without written authorization.

4. Content and Data Ownership

Your Content: You retain ownership of all Content you upload to the Platform. By uploading Content, you grant TaxLint a non-exclusive, worldwide license to use, process, store, and display your Content solely for the purposes of providing and improving the Platform, including training AI and machine learning models as described in our Privacy Policy.

Platform Materials: The Platform, including its design, features, code, documentation, and branding, is owned by TaxLint and protected by intellectual property laws. You receive a limited, non-exclusive, non-transferable license to use the Platform during the term of your subscription.

5. Sensitive Data

You acknowledge that the Platform is designed to handle sensitive financial and tax-related information, which may include Social Security Numbers, Employer Identification Numbers, financial records, and other personally identifiable information. You are responsible for ensuring you have appropriate authorization to upload such information on behalf of your clients.

TaxLint implements security measures as described in our Privacy Policy to protect this data but does not assume the role of a tax advisor, legal counsel, or fiduciary with respect to the content you upload.

6. AI and Automated Processing

The Platform uses artificial intelligence and machine learning technologies, including third-party AI services, to classify documents, extract data, generate checklists, and provide quality assurance flags. You acknowledge and agree that:

  • AI-generated results are provided as informational aids and should be reviewed by qualified professionals before being relied upon.
  • TaxLint does not guarantee the accuracy, completeness, or reliability of AI-generated outputs.
  • Your Content may be processed by third-party AI service providers as part of normal Platform operations.
  • Your Content may be used to train and improve AI models operated by TaxLint, as further described in our Privacy Policy.

7. Subscription and Payment

Access to the Platform is offered through subscription plans as described on our pricing page. Paid plans are billed in advance on a monthly or annual basis. All fees are non-refundable except as required by applicable law or as expressly stated in a separate agreement.

We reserve the right to modify pricing with 30 days’ notice. Continued use of the Platform after a pricing change constitutes acceptance of the new pricing.

8. Service Availability

We strive to maintain high availability but do not guarantee uninterrupted access. The Platform may be temporarily unavailable due to maintenance, updates, or circumstances beyond our control. We will make reasonable efforts to provide advance notice of planned downtime.

9. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, TAXLINT SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, DATA, OR BUSINESS OPPORTUNITIES, ARISING OUT OF OR RELATED TO YOUR USE OF THE PLATFORM.

TAXLINT’S TOTAL AGGREGATE LIABILITY FOR ALL CLAIMS ARISING OUT OF THESE TERMS SHALL NOT EXCEED THE AMOUNT YOU PAID TO TAXLINT IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

THE PLATFORM IS PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

10. Indemnification

You agree to indemnify, defend, and hold harmless TaxLint and its officers, directors, employees, and agents from and against any claims, damages, losses, liabilities, costs, and expenses (including reasonable attorney’s fees) arising out of or related to: (a) your use of the Platform; (b) your violation of these Terms; (c) your violation of any third-party rights; or (d) Content you upload to the Platform.

11. Termination

Either party may terminate a subscription at any time. You may cancel your account by contacting us or through the Platform’s account settings. We may suspend or terminate your access if you violate these Terms or if required by law.

Upon termination, your right to access the Platform ceases. We will retain your data for a reasonable period to allow you to export it, after which it will be deleted in accordance with our data retention practices.

12. Dispute Resolution

These Terms are governed by the laws of the State of Delaware, without regard to its conflict-of-laws principles. Any disputes arising from these Terms shall be resolved through binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules. The arbitration shall take place in Delaware. Each party bears its own costs.

You agree to waive any right to participate in a class action lawsuit or class-wide arbitration.

13. Modifications to These Terms

We may update these Terms from time to time. We will notify registered users of material changes via email or in-platform notification at least 30 days before the changes take effect. Continued use of the Platform after changes take effect constitutes acceptance of the revised Terms.

14. Miscellaneous

  • Severability: If any provision of these Terms is found unenforceable, the remaining provisions remain in full force.
  • Entire Agreement: These Terms, together with our Privacy Policy, constitute the entire agreement between you and TaxLint regarding use of the Platform.
  • Assignment: You may not assign your rights under these Terms without our written consent. We may assign our rights freely.
  • No Waiver: Failure to enforce any provision of these Terms does not constitute a waiver of that provision.

15. Contact Us

If you have questions about these Terms, contact us at:

TaxLint is a brand of Cadenzai, Inc.
Email: legal@taxlint.com