Terms of Service

1. Acceptance of Terms

By accessing or using Auditable Intake (“the Service”), you agree to be bound by these Terms of Service. If you are using the Service on behalf of a tax firm, you represent that you have authority to bind that firm to these terms.

2. Description of Service

Auditable Intake provides compliance-first tax intake and onboarding software for tax preparation firms. The Service includes public intake forms, engagement tracking, secure document upload, risk flagging, checklist generation, and audit evidence reporting.

3. Account Registration

You must register an account to use the Service. You are responsible for maintaining the security of your account credentials and for all activity under your account. You must provide accurate and complete information during registration.

4. Acceptable Use

You agree not to:

• Use the Service for any unlawful purpose
• Collect PII through public intake forms in violation of applicable law
• Attempt to bypass security controls or access another firm's data
• Use the Service to store non-tax-related sensitive data
• Reverse engineer, decompile, or disassemble the Service
• Resell or redistribute access to the Service without written permission

5. Client Data

You retain ownership of all client data submitted through the Service. You are responsible for ensuring you have proper authorization to collect and store taxpayer information. You are responsible for complying with all applicable federal, state, and local laws regarding data protection, including the FTC Safeguards Rule and IRS requirements.

6. Data Minimization

The Service is designed around data minimization principles. Public intake forms do not collect SSNs, dates of birth, or bank information. You agree not to modify intake forms to collect regulated PII through the public intake layer.

7. Subscription and Billing

• Subscription fees are billed monthly or annually as selected
• Annual subscriptions include a discount equivalent to two months free
• You may cancel at any time. Service continues through the end of the billing period
• We reserve the right to change pricing with 30 days' notice
• All fees are non-refundable except as required by law

8. Service Availability

We strive to maintain high availability but do not guarantee uninterrupted service. We may perform scheduled maintenance with advance notice. We are not liable for downtime caused by factors beyond our reasonable control.

9. Intellectual Property

The Service and its original content, features, and functionality are owned by Auditable Intake and are protected by copyright, trademark, and other intellectual property laws. Your firm's branding, templates, and client data remain your property.

10. Limitation of Liability

The Service is provided “as is” and “as available.” We do not guarantee that use of the Service ensures compliance with any specific regulation or prevents data breaches. You are responsible for your own compliance program. To the maximum extent permitted by law, we disclaim all warranties and liability for indirect, incidental, special, consequential, or punitive damages.

11. Indemnification

You agree to indemnify and hold harmless Auditable Intake from any claims, damages, or expenses arising from your use of the Service, your violation of these terms, or your violation of any applicable law or regulation.

12. Termination

We may suspend or terminate your account for violation of these terms. Upon termination, you may export your data for 30 days, after which it will be permanently deleted. We will provide notice before deletion where possible.

13. Governing Law

These terms are governed by the laws of the United States. Any disputes shall be resolved in the courts of the applicable jurisdiction.

14. Changes to Terms

We may update these Terms of Service from time to time. We will provide notice of material changes via email. Continued use of the Service after changes constitutes acceptance.

15. Contact

Auditable Intake
legal@auditable.tax