Policies & Disclosures
Our terms, privacy, security and business disclosures for the tax professionals who use Tax Pros 360.
Privacy Policy
Last updated: October 22, 2026
Tax Pros 360, LLC (“Tax Pros 360,” “we,” “us”) sells professional tax software, digital guides and practice tools to tax preparers. This policy explains what we collect, why, and how we protect it when you use taxpros360.com, buy from our store, or use our software.
1. Information we collect
- Contact details: name, email, phone and business address.
- Business details: firm name, PTIN, EFIN, office information and other details you give us on our onboarding form so we can set up your software office.
- Purchase details: what you bought and when. Card payments are processed by Stripe. We do not see or store full card numbers.
- Website data: IP address, browser type, pages visited and cookies. See section 7.
- Email list: your email address, if you sign up for updates or free resources.
2. How we use it
- Deliver the products you buy and set up and support your software office.
- Process payments, send receipts and apply your member discount.
- Meet IRS e-file and service bureau requirements.
- Send product updates, deadline reminders and offers. You can unsubscribe at any time.
- Improve our website, products and support.
3. Your clients’ tax information
When you use our software, you enter your clients’ tax return information. You are the paid preparer and remain responsible for that information under Internal Revenue Code Section 7216 and the FTC Safeguards Rule. We and our software and e-file partners access it only as needed to run the service bureau, provide support, transmit returns and process bank products you choose to offer, and to meet legal requirements. We never sell taxpayer information or use it for our own marketing.
4. Who we share it with
| Recipient | Why |
|---|---|
| Stripe | To process payments |
| Our website, store and hosting providers | To run taxpros360.com and deliver your purchases |
| Cognito Forms | To collect your onboarding information |
| Our tax software, e-file and bank product partners | To set up and run your software office |
| Email and digital delivery tools | To send receipts, products and updates |
| IRS, state agencies, law enforcement or courts | Only when legally required |
We do not sell or rent personal information.
5. How long we keep it
We keep purchase and account records for as long as you are a customer and for up to 7 years after, to meet tax, accounting and IRS e-file recordkeeping rules. We then securely delete them.
6. Your choices
- Ask for a copy of your information.
- Correct inaccurate information.
- Ask us to delete your information, subject to our legal record-keeping duties.
- Unsubscribe from marketing emails using the link in any email.
Residents of states with privacy laws, such as California, may have added rights. Email hello@taxpros360.com to make a request. We respond within 45 days and will not treat you differently for using your rights.
7. Cookies
We use essential cookies to run the site and the shopping cart, and analytics cookies to improve the site. You can block cookies in your browser settings, but the cart and checkout may not work without them.
8. Security
We protect information under a written information security plan (WISP) that follows the FTC Safeguards Rule and IRS Publication 4557. Data is encrypted in transit, access is limited to people who need it, and our systems use multi-factor authentication.
9. Children
Our products are for tax professionals and businesses. We do not knowingly collect information from anyone under 18.
10. Changes and contact
We will post changes here with a new “last updated” date. Questions: hello@taxpros360.com or Tax Pros 360, LLC, 418 Broadway, Suite 11422, Albany, NY 12207.
Terms of Service
Last updated: October 22, 2026
These terms are a binding agreement between you and Tax Pros 360, LLC (“Tax Pros 360,” “we,” “us”). By using taxpros360.com or buying from our store, you agree to them. At checkout you must check a box confirming that you agree to these terms and our Privacy Policy, which explains how we collect, use and protect your information and is part of these terms.
1. Who we serve
Our products are for tax professionals and businesses. By buying, you confirm you are at least 18 and buying for professional use.
2. Digital products
- Guides, sample and practice return packs, templates and toolkits are licensed to you for use in your own tax practice.
- You may not resell, share, publish or redistribute them, or share your access links, without our written permission.
- All content and branding belong to Tax Pros 360, LLC. Buying a product does not transfer ownership.
3. Software packages
- Essential and Business Edge packages are priced per tax season and include unlimited returns for that season. They do not renew automatically.
- Using the software requires a valid PTIN and EFIN and a signed Sub-Office Service Bureau Agreement. That agreement covers e-filing, bank products and related fees, and controls if it conflicts with these terms.
- You are responsible for meeting IRS e-file rules, due-diligence requirements and the security of your office, logins and client data.
4. Prices and payment
- Prices are in US dollars and charged at checkout through Stripe.
- Member discount codes (20% for Essential, 30% for Business Edge) apply to Tax Pros 360 digital products, not to software packages. One code per order. Codes are for the buyer’s own use.
- We may change prices at any time. Changes do not affect orders already placed.
5. Refunds
| Product | Refund policy |
|---|---|
| Digital products | Delivered instantly, so all sales are final. If you were charged twice or cannot access your product, email us within 14 days and we will fix it or refund you. |
| Software packages | Full refund if you cancel before your office is set up in the software. No refund after setup. |
6. Not tax or legal advice
Our guides, sample returns and tools are for education and practice support. They are not tax, legal or financial advice for any specific client. You are responsible for every return you prepare and sign. Tax Pros 360 is a private business and is not affiliated with or endorsed by the IRS or any state tax agency.
7. Acceptable use
You may not copy, scrape or misuse the site, attempt to access accounts or systems that are not yours, or use our products or software for fraud or any illegal purpose. We may suspend access, without refund, for any violation.
8. Warranty disclaimer
PRODUCTS, DIGITAL DOWNLOADS, SOFTWARE AND THE WEBSITE ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS WITHOUT WARRANTIES OF ANY KIND. TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, TAX PROS 360, LLC DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT ACCESS TO THE WEBSITE OR SOFTWARE WILL BE UNINTERRUPTED, SECURE OR ERROR-FREE, OR THAT ANY ERRORS OR DEFECTS WILL BE CORRECTED.
Tax law changes often. We work to keep content accurate and current, but you are responsible for confirming current law before relying on any content.
9. Limitation of liability
Our total liability for any claim is limited to the amount you paid us in the 12 months before the claim. We are not liable for indirect or consequential damages, lost profits, or delays caused by tax agencies, banks, software providers or events outside our control.
10. Indemnification
You agree to defend, indemnify and hold harmless Tax Pros 360, LLC and its officers, members, employees and agents from and against any claims, liabilities, damages, losses and expenses (including reasonable attorneys’ fees) arising out of or related to: (a) your use of our site, digital products or software; (b) any tax returns, filings or advice you prepare or provide to your clients; (c) your breach of these terms or of applicable IRS rules and regulations; or (d) any violation of third-party rights, including privacy or data protection rights.
11. Disputes
Contact hello@taxpros360.com first, and we will try to resolve your concern within 30 days. If we cannot, disputes will be resolved by binding individual arbitration under the rules of the American Arbitration Association, except that either side may use small-claims court. You waive any right to a class action. These terms are governed by the laws of New York.
12. Severability and entire agreement
These terms, together with our Privacy Policy and any applicable Sub-Office Service Bureau Agreement, are the entire agreement between you and Tax Pros 360, LLC regarding the site and products. If any provision of these terms is found invalid or unenforceable, the remaining provisions remain in full force and effect.
13. Changes
We may update these terms by posting a new version here. The version in effect when you place an order governs that order.
14. Contact
Tax Pros 360, LLC, 418 Broadway, Suite 11422, Albany, NY 12207 · hello@taxpros360.com
Security
Last updated: October 22, 2026
Tax Pros 360 protects customer information under a written information security plan (WISP) built on the FTC Safeguards Rule and IRS Publication 4557, Safeguarding Taxpayer Data. Because our software is used to file returns, security is shared: we secure our systems, and each preparer secures their own office.
1. How we protect our systems
- Encryption: our website, store and software connections use HTTPS/TLS encryption in transit.
- Multi-factor authentication on our administrative, store, email and software accounts.
- Limited access: only people who need information to do their job can reach it, and access is removed when it is no longer needed.
- Payments: card payments are processed by Stripe. We never see or store full card numbers.
- Return data: returns prepared in the software are stored by our software provider in its secure, IRS-authorized environment, not on our website.
- Upkeep: we keep systems updated, back up key data and review our safeguards at least once a year.
2. Your responsibilities as a software user
As an e-file provider, you are responsible for protecting your clients’ data under IRS and FTC rules. That includes:
- Keeping your own written information security plan (WISP). Software packages include a WISP template to start from.
- Using multi-factor authentication and strong, unshared passwords for the software and your email.
- Securing your devices, network and office, and limiting staff access to what each person needs.
- Protecting your PTIN, EFIN and software login. Never share a login.
- Following the security rules in IRS Publication 1345 and your state’s data-breach laws.
3. If something goes wrong
If we learn of a security incident that affects your information, we will:
- Contain it and investigate what happened.
- Notify affected customers without unreasonable delay and as the law requires.
- Notify the IRS, state agencies and law enforcement where required.
- Fix the cause and strengthen our safeguards.
If your own office suffers data theft or a breach, report it to your IRS Stakeholder Liaison right away and email us so we can help secure your software account.
4. Report a security concern
Email hello@taxpros360.com with “Security” in the subject line. Never send client tax documents or Social Security numbers by email.
Disclosures
Last updated: October 22, 2026
1. No government affiliation
Tax Pros 360, LLC is a private business. We are not affiliated with, endorsed by or acting for the IRS, the U.S. Treasury or any state tax agency. Taking part in the IRS e-file program does not mean the IRS endorses our products.
2. Our role as a service bureau
Tax Pros 360 operates a service bureau. We provide professional tax software, licensed from a third-party developer and offered under the TaxPros360 name, to independent tax preparers who set up a sub-office under us. Each preparer runs their own business, uses their own PTIN and EFIN, and is solely responsible for the returns they prepare. The Sub-Office Service Bureau Agreement sets out the full relationship and controls if it conflicts with this page.
3. Fees
| Fee | Amount | When it applies |
|---|---|---|
| Essential package | $99 per tax season | Paid by the preparer at checkout |
| Business Edge package | $299 per tax season | Paid by the preparer at checkout |
| Service bureau fee | $39 per funded bank product | Only when a bank product funds, as set out in the Sub-Office Agreement |
| Bank and software provider fees | Set by the bank and software provider | Only when a bank product funds; deducted from the taxpayer’s refund |
You must clearly disclose every fee to your clients before they choose a bank product. Package prices may change; current prices are on our Software page.
4. Bank products
Refund transfers and other bank products are offered by third-party banks under their own terms, not by Tax Pros 360. The bank decides enrollment, approval and funding. Bank products are optional: taxpayers can always receive their refund directly from the IRS by direct deposit or check.
5. No guarantees of approval or results
- We do not guarantee that the IRS will approve your EFIN or PTIN, or that any state will approve a registration.
- We do not guarantee IRS or state acceptance of any return, the amount or timing of any refund, or approval of any bank product.
- Software availability depends partly on IRS and state systems, banks and our software provider, including IRS e-file shutdown periods.
6. Educational content, not advice
Our guides, practice returns and tools are written by Enrolled Agents for education and practice support. They are not tax, legal or financial advice for any specific client. Content reflects the law for the tax year shown as of its publication date; confirm current rules before relying on it.
7. Practice returns use fictional data
Names, Social Security numbers, addresses and amounts in our sample and practice returns are fictional. Any resemblance to real people is coincidental. Never use them in a real filing.
8. Your professional responsibilities
You are responsible for your PTIN, EFIN, any state registration or licensing your state requires, due-diligence rules (including Form 8867), data security, and IRS Circular 230 where it applies to you.
9. Third-party services
We rely on third parties, including our software provider, banks, Stripe and hosting providers. Their services follow their own terms, and we are not responsible for their outages or decisions.
Earnings Disclaimer
Last updated: October 22, 2026
The short version: we sell software and educational products. We do not promise that you will make any money.
1. No earnings guarantee
Any income, revenue, return-count or bank-product figures on this site or in our business plans, guides, emails and sales materials are examples or goals, not promises or typical results. We do not guarantee that you will earn any particular amount, or any money at all, from a tax preparation business.
2. Your results depend on you
Results depend on factors we do not control, including your experience, credentials, location, pricing, marketing, time invested, compliance and the economy. Some new preparers earn little or nothing in their first season.
3. Testimonials
Any testimonials or success stories reflect individual experiences and are not typical results. If a testimonial is paid or rewarded, we will say so.
4. Not a business opportunity or franchise
Buying our software or products does not make you an employee, franchisee, partner or agent of Tax Pros 360, and it is not the purchase of a business opportunity or franchise. You run your own independent business.
5. Get your own advice
Starting or growing a tax business involves cost and risk. Before you invest, consider speaking with your own legal, financial and tax advisors.
Accessibility
Last updated: October 22, 2026
Tax Pros 360 wants every tax professional to be able to use our site and products, including people with disabilities. We aim to meet the Web Content Accessibility Guidelines (WCAG) 2.1, Level AA.
1. What we do
- Use clear headings, labels and descriptive link text.
- Add text descriptions to meaningful images.
- Support keyboard navigation with visible focus.
- Check color contrast, and build pages that work on phones and with zoom up to 200%.
2. Other ways to get help
If any part of our site, store or products is hard to use, email us and we will help you complete your purchase or get the information another way. Our guides are delivered as online flipbooks; if a flipbook does not work with your screen reader or other assistive tool, we will send an accessible format at no extra cost.
3. Third-party tools
Some features come from other companies, including our checkout and payment processor, our flipbook platform and our tax software provider. We choose providers with accessibility in mind, but we do not control their products. Tell us about a problem and we will work with them or offer an alternative.
4. Feedback
Email hello@taxpros360.com with “Accessibility” in the subject line. We aim to respond within 5 business days.
Copyright
Last updated: October 22, 2026
1. Our content
All guides, practice and sample returns, templates, toolkits, checklists, text, graphics and logos on this site are owned by Tax Pros 360, LLC or its licensors and are protected by U.S. copyright and trademark law. TaxPros360 is a trademark of Tax Pros 360, LLC.
2. What your purchase allows
A purchase gives you a personal, non-transferable license to use the product in your own tax practice, as set out in our Terms of Service. Reselling, sharing, uploading to other sites or marketplaces, or removing our branding is not allowed.
3. Report misuse of our products
If you see our products sold or shared without permission, email hello@taxpros360.com with a link. We act on reports promptly.
4. If you think we used your work
If you believe something on our site uses your copyrighted work without permission, email hello@taxpros360.com with a description of your work and a link to where it appears. We will review it and respond promptly.