Terms and Agreements for We Do Taxes

Last updated: November 8, 2025

1. Introduction

Welcome to We Do Taxes. These Terms and Agreements, Terms, govern your access to and use of our website, software, services, and related offerings, the Services. By accessing or using the Services you agree to be bound by these Terms. If you do not agree, do not use the Services.

2. Definitions

• Client means any individual or business that registers for or uses the Services.
• Services means tax preparation, tax amendment assistance, tax software access, client portals, and any related products or support offered by We Do Taxes.
• Account means your registered user account and credentials for using the Services.

3. Scope of Services

We Do Taxes provides online tax preparation and related business tools. Services may include tax return preparation, amendments, document management, client communication, CRM, invoicing, and marketing features. The exact services you receive are described in your plan, order confirmation, or subscription details.

4. Eligibility

You must be at least 18 years old and legally able to form binding contracts to use the Services. By creating an Account you represent and warrant that you meet these requirements.

5. Accounts and Access

• You are responsible for maintaining the confidentiality of your Account credentials and for all activity under your Account.
• You agree to provide accurate, current, and complete information and to update it as necessary.
• We Do Taxes may suspend or terminate Accounts that are inactive, misused, or in violation of these Terms.

6. Client Obligations and Representations

• You will provide all documents, records, and information necessary for preparation and filing of tax returns and related services.
• You represent that information you submit is true, complete, and accurate to the best of your knowledge.
• You authorize We Do Taxes to prepare and with your consent file tax returns electronically and to communicate with tax authorities and third-party service providers as needed to provide the Services.

7. Professional Nature of Services

We Do Taxes provides tax preparation and related services. Where applicable, services will be performed by qualified tax professionals or under their supervision. We Do Taxes does not guarantee specific tax outcomes or refunds. Clients remain responsible for the accuracy of information provided and for final review and approval of returns before filing.

8. Fees, Billing, and Payment

• Fees for Services are set forth on our website, in your plan, or in your order confirmation.
• By subscribing or ordering Services you authorize We Do Taxes to charge the payment method you provide.
• Fees may change and we will notify you of material changes prior to renewal when feasible. Renewal of subscriptions constitutes acceptance of updated fees.

9. Refunds and Cancellations

• Refund eligibility and processes are described in our Refund Policy. Generally, fees paid for completed services or work performed are nonrefundable.
• You may cancel subscriptions in your Account settings; cancellation takes effect according to the subscription terms and any prepaid fees are handled per the Refund Policy.

10. Client Data, Documents, and Retention

• You retain ownership of documents and information you upload. By uploading you grant We Do Taxes a license to use that information to provide the Services.
• We Do Taxes will retain client files and data in accordance with our data retention policy and applicable law. You should maintain your own backups of important records.

11. Privacy and Security

Your use of personal data is governed by our Privacy Policy, which explains how we collect, use, store, and share information. We implement reasonable administrative, technical, and physical safeguards to protect client data, but no system is completely secure. You are responsible for keeping your login credentials secure.

12. Intellectual Property

• We Do Taxes and its licensors retain all rights, title, and interest in the Services, software, documentation, trademarks, and content provided.
• You are granted a limited, nonexclusive, nontransferable license to access and use the Services for your internal business purposes in accordance with these Terms.

13. Third Party Tools and Integrations

We may integrate third-party tools or permit you to connect external services. We Do Taxes is not responsible for the performance, security, or policies of third-party providers. Use of third-party services may be subject to additional terms.

14. Accuracy and Audit Responsibility

We Do Taxes uses commercially reasonable efforts to prepare accurate returns based on the information you provide. You are responsible for accuracy and completeness of your tax data. If your return is selected for audit or examination, you are responsible for providing supporting documentation and responding to taxing authorities. We may provide representation, documentation assistance, or advisory services per the plan you purchase.

15. Disclaimers

• Services are provided as is and as available. To the fullest extent permitted by law, We Do Taxes disclaims all warranties, express or implied, including merchantability, fitness for a particular purpose, and noninfringement.
• We do not warrant uninterrupted or error-free operation, nor do we guarantee tax outcomes or refund amounts.

16. Limitation of Liability

To the maximum extent permitted by law, We Do Taxes, its affiliates, officers, employees, agents, or licensors will not be liable for indirect, incidental, special, consequential, punitive, or exemplary damages, or loss of profits, data, revenue, or business opportunities arising from your use of the Services. Our aggregate liability for direct damages under or related to these Terms will not exceed the fees you paid to We Do Taxes for the specific Services giving rise to the claim during the 12 months preceding the event.

17. Indemnification

You agree to indemnify, defend, and hold harmless We Do Taxes and its affiliates from any claims, liabilities, damages, losses, or expenses including reasonable attorneys fees arising from your breach of these Terms, your misuse of the Services, or your violation of applicable law.

18. Termination

We may suspend or terminate your access immediately for breach of these Terms, unlawful activity, or misuse of the Services. You may terminate your Account at any time via your Account settings. Termination does not relieve you of obligations incurred prior to termination, including payment of fees.

19. Modifications to Terms and Services

We may modify these Terms or our Services at any time. Material changes will be posted on the site with an updated effective date. Continued use of the Services after posting constitutes acceptance of the revised Terms.

20. Governing Law and Dispute Resolution

These Terms are governed by the laws of the state where We Do Taxes is headquartered, without regard to conflict of law principles. Any disputes arising under these Terms will be resolved in the competent courts located in that jurisdiction unless otherwise agreed in writing.

21. Notices

We may send notices by email to the address on file or by posting on our website. Notices to We Do Taxes should be sent to the contact address listed on our site.

22. Miscellaneous

• These Terms, together with any order confirmations, subscription agreements, and our Privacy Policy, constitute the entire agreement between you and We Do Taxes regarding the Services.
• If any provision is found unenforceable, the remaining provisions remain in full force.
• No third party has any right to enforce these Terms unless explicitly stated

Privacy Policy

Last updated November 8, 2025

1. Introduction

We Do Taxes respects your privacy and is committed to protecting your personal information. This Privacy Policy explains what data we collect, why we collect it, how we use and share it, and the choices and rights available to you. By using our website, software, or services you agree to the terms of this policy.

2. Scope and Applicability

This policy applies to personal data collected when you:

create or manage an account with We Do Taxes

use our tax preparation, amendment, or business tools

interact with our website, client portal, or customer support

3. Information We Collect

We collect the following categories of information to provide and improve our Services:

Account and Contact Data: name, email, phone number, business name, billing address, user credentials.

Tax and Financial Data: Social Security numbers, taxpayer identification numbers, income details, deductions, bank account information for e-file or refund processing, prior tax returns, and other tax-related documents.

Transactional Data: payment method details, billing records, invoices, and purchase history.

Client Documents and Uploaded Files: PDFs, images, spreadsheets, and other files you upload to support tax preparation.

Usage and Technical Data: IP address, device and browser information, pages visited, clicks, error logs, and cookies or similar tracking technologies.

Communications Data: messages, emails, and records of customer support interactions.

4. How We Use Your Information

We use personal data to:

provide, operate, and maintain our Services

prepare, review, and file tax returns and amendments

process payments and manage billing

verify identity and meet compliance or audit requirements

communicate with you about your account, services, and legal notices

detect and prevent fraud, abuse, or unlawful activity

improve and personalize our platform, features, and security

5. Legal Bases for Processing

Where applicable, we rely on one or more of the following legal bases to process your information:

Performance of a contract with you (for account management, tax preparation, filing, and payments)

Legal obligations (to comply with tax, reporting, and recordkeeping laws)

Legitimate interests (for fraud prevention, service improvement, and platform security)

Consent (for marketing communications or optional features where you give express permission)

6. Sharing and Disclosure

We may share personal data with:

Tax authorities and government agencies as required to file returns or respond to lawful requests

Payment processors and financial institutions to complete transactions or refunds

Service providers and vendors who perform services on our behalf such as hosting, document storage, email, analytics, and client communications

Professional advisors and partners when authorized by you or necessary to provide the Services

Law enforcement, regulators, or courts when required by law or to protect rights, property, or safety

We do not sell personal information. Where required by law, we will obtain consent prior to any sale.

7. Data Retention

We retain personal data for as long as necessary to provide Services, fulfill legal and regulatory obligations, resolve disputes, enforce agreements, and for legitimate business purposes. Retention periods vary by data type and applicable law. If you want details about specific retention periods, contact us.

8. Security

We implement reasonable administrative, technical, and physical safeguards designed to protect personal data against unauthorized access, disclosure, alteration, or destruction. No system is perfect and absolute security cannot be guaranteed. You are responsible for maintaining the confidentiality of your account credentials.

9. Cookies and Tracking Technologies

We use cookies and similar technologies to provide essential functionality, analyze usage, and support advertising and marketing where applicable. You can manage cookie settings through your browser, but disabling certain cookies may affect site functionality.

10. Your Rights and Choices

Subject to applicable law, you may have the right to:

access the personal data we hold about you

correct inaccurate or incomplete data

request deletion of personal data (subject to legal and contractual exceptions)

request restriction of processing or object to certain processing activities

obtain a copy of your data in a machine-readable format

opt out of marketing communications

To exercise these rights or update your preferences, contact us using the details below. We may require verification of your identity before fulfilling requests.

11. International Transfers

Personal data may be transferred to and processed in countries outside your jurisdiction, including the United States. When transfers occur we protect the data through contractual safeguards, approved transfer mechanisms, or other appropriate measures required by law.

12. Children

Our Services are not directed to children under 13. We do not knowingly collect personal information from children. If you believe we have collected information from a child, contact us and we will take steps to delete it as required by law.

13. Third Party Links and Integrations

Our Services may contain links or integrations with third party websites and services. We are not responsible for the privacy practices of those third parties. Review their privacy policies before providing personal information.

14. Changes to This Policy

We may update this Privacy Policy to reflect changes in our practices or applicable law. We will post the revised policy with an updated effective date. Continued use of the Services after changes indicates your acceptance of the revised policy.

15. Contact Information

For privacy questions, data requests, or to exercise your rights, contact:

support@wedotaxes.com

We aim to respond to inquiries promptly and in accordance with applicable law.

23. Contact Information

For questions about these Terms or to contact support, use the contact details on our website or email admin@wedoenterprises.com.

Acknowledged and agreed by using the Services.