Terms & Conditions

You must be at least 18 years of age and legally able to form a binding contract to use the Services. By enrolling in a package, creating a demo account, or logging into an office location, you represent that you meet these requirements and that the information you provide is accurate and complete.

1040TaxBiz, as a Service Bureau, provides:

• Professional tax preparation software (desktop and cloud) via Inreach Tax ProSuite.
• Assistance with PTIN and EFIN registration and IRS e-Services navigation.
• Bank product enrollment, refund advances, and rebate programs.
• Live and recorded tax law and software training.
• Business packages (1040 PROSPECT, 1040 PRO, 1040 PREMIUM) with revenue-share options (70/30, 80/20, 85/15).
• Year-round technical and tax support, including TaxGPT AI assistance.

We act as a service provider and support partner. We are not your employer, partner in your tax business, or a law firm, and we do not provide legal or financial advice.

You are responsible for maintaining the confidentiality of your demo and office location login credentials and for all activity under your account. You agree to notify us immediately of any unauthorized use. User access limits (e.g., up to 3, 5, or 10 users) depend on your selected package and may not be exceeded without upgrading.

• Package prices start at $99 (1040 PROSPECT), $299 (1040 PRO), and $499 (1040 PREMIUM). Features and user counts vary by tier.
• Deferred enrollment fee options may be available; any deferred balance is due per the agreed schedule.
• Revenue-share splits (70/30, 80/20, 85/15) apply to qualifying fees as defined in your enrollment agreement. You are responsible for accurate reporting of returns processed.
• Bank product rebates, fees, and refund advances are provided through participating financial institutions and subject to their separate terms and eligibility.
• All fees are in U.S. dollars. Taxes, if applicable, are your responsibility.

While we assist with PTIN and EFIN registration, you remain solely responsible for obtaining and maintaining all required IRS credentials, complying with IRS rules, Circular 230, and applicable federal and state tax laws, and for the accuracy of every return you prepare and file. You must not use the Services to facilitate fraud, tax evasion, or any unlawful activity.

You agree not to:

• Use the Services for any unlawful purpose or in violation of these Terms.
• Misrepresent your credentials, identity, or affiliation with 1040TaxBiz.
• Attempt to access data, accounts, or systems you are not authorized to access.
• Reverse engineer, decompile, or redistribute the software.
• Interfere with the security or operation of the platform.
• Share login credentials beyond the user limit of your package.

The 1040TaxBiz and Inreach Tax ProSuite names, logos, software, content, and materials are owned by us or our licensors and are protected by U.S. intellectual property laws. We grant you a limited, non-exclusive, non-transferable license to use the software solely for your authorized tax preparation business during the term of your package.

The Services are provided "as is" and "as available." To the fullest extent permitted by law, we disclaim all warranties, express or implied, including merchantability, fitness for a particular purpose, and non-infringement. We do not guarantee uninterrupted or error-free operation, specific refund advance approvals, or particular financial outcomes. Tax law changes frequently, and you are responsible for verifying current IRS requirements.

To the maximum extent permitted by law, 1040TaxBiz and its affiliates, officers, employees, and partners shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or for any loss of profits, data, or business, arising out of or related to your use of the Services, even if advised of the possibility of such damages. Our total aggregate liability for any claim is limited to the amount you paid us for the Services in the twelve (12) months preceding the claim.

You agree to indemnify and hold harmless 1040TaxBiz and its affiliates from any claims, damages, liabilities, and expenses (including reasonable attorneys' fees) arising from your use of the Services, your violation of these Terms, or your violation of any law or the rights of a third party, including your clients.

These Terms are governed by the laws of the State of Indiana and the United States, without regard to conflict-of-law principles. Any dispute arising out of or relating to the Services shall first be attempted to be resolved through good-faith negotiation. If unresolved, disputes shall be submitted to binding arbitration in Indianapolis, Indiana. You and we waive any right to participate in a class action or class arbitration.

We may suspend or terminate your access to the Services if you violate these Terms, fail to pay applicable fees, or engage in fraudulent or unlawful conduct. Upon termination, your right to use the software and Services ends, and you remain responsible for any fees owed up to that date.

We may revise these Terms at any time. We will update the "Last updated" date above. Your continued use of the Services after changes are posted constitutes acceptance of the revised Terms.

If you have questions about these Terms & Conditions, please contact us: