Terms of Service

Agreement to these Terms

We at ReTax360 LLC (“ReTax360,” “we,” “us” or “our”) welcome you and hope you enjoy our services. Please take the time to read these Terms of Service (“Terms”) carefully, because they form a binding agreement between you and ReTax360 LLC.

These Terms govern your use of the websites that link to these Terms, including www.retax360.com, and the features offered on them, such as contact and demo request forms, scheduling tools, content and, where made available on the websites, AI Agents (together, the “Sites”). By using or logging in to the Sites, you agree to these Terms and to our Privacy Policy. If you do not agree, please do not use the Sites.

Enterprise agreements take priority. Access to the ReTax360 platform and our products and services is provided under a separate agreement accepted manually or digitally, such as a master subscription agreement, order form, pilot agreement or data processing agreement (an “Enterprise Agreement”). If these Terms conflict with an Enterprise Agreement, the Enterprise Agreement controls.

If you use the Sites on behalf of a company or other organization, you confirm that you are authorized to accept these Terms on its behalf.

Your Accounts

To use certain features, you may need to create an account and set a password. You must be at least 18 years old and provide accurate and truthful information about yourself. Do not impersonate anyone else when creating your account. If your information changes, please update your account.

Your employer or organization may assign an account to you. If you use an account assigned by an administrator, additional terms may apply, and your administrator may be able to access or disable your account without notice.

Do not disclose your password or share your account. Please use a unique password and enable multi-factor authentication where it is available. If you suspect any unauthorized access, contact your system administrator and us immediately at info@retax360.com. You are responsible for activity that occurs under your account.

AI Agents and AI-Assisted Features

Some features use artificial intelligence (“AI Agents”) to extract, classify, organize, summarize, draft, route or recommend information. When you use them:

• Outputs can be wrong. AI-generated outputs may be incomplete, inaccurate or out of date. Review them before relying on them.
• Professionals make the decisions. AI Agents support, and do not replace, professional judgment. You and your organization remain responsible for decisions, filings, deadlines, settlements, client communications and any other action taken using an output. ReTax360 is designed so that designated people can review, approve, modify or reject AI-assisted work.
• No professional advice. Outputs and other content on the Sites are not legal, tax, accounting, appraisal or investment advice.
• Use responsibly. Do not use AI Agents to create unlawful, deceptive or infringing content, or to try to extract the underlying models, prompts or training data.

How data submitted to AI Agents is handled is described in our Privacy Policy and, for customers, in your Enterprise Agreement.

Modifications and Termination

We may modify, add or remove features, suspend or stop features on our Sites at any time, with or without notice, and we may charge for features that are currently free. If you are unhappy with any changes, you may stop using our Sites.

We may suspend or end your access to the Sites if you violate these Terms or if we reasonably believe your use creates risk for us or others. You may stop using the Sites at any time.

Content You Post or Submit

By posting or submitting content (text, documents, photographs, videos or other content) on the Sites, including content you submit to an AI Agent or through a form (“Content”), you confirm that you own all rights to that Content or have permission from the rights holder, and that submitting it does not violate any law or anyone’s rights.

You grant us, our agents, licensees and assigns an irrevocable, perpetual, worldwide, non-exclusive, royalty-free right to reproduce, encode, store, copy, transmit, publish, display, adapt, modify, create derivative works of and otherwise use your Content as needed to operate, provide, secure and improve the Sites. This license continues even if you stop using the Sites. Posting or submitting Content does not transfer ownership to us.

Customer data. Data that a customer submits to the ReTax360 platform under an Enterprise Agreement is governed by that agreement, including its data-ownership, confidentiality and data-use terms, and not by the license in this section.

You agree to release us from, and hold us harmless against, any liability, claims, actions, loss, harm, damage, injury, cost or expense arising out of Content you post or submit.

Information, ideas, suggestions or other communications you send us through the Sites are not confidential, and we may use them without obligation to you, unless a written agreement between us (such as a non-disclosure agreement or Enterprise Agreement) says otherwise.

Content Posted by Others

We do not endorse or take responsibility for content posted by other users or third parties. We are not liable, directly or indirectly, for any loss or damage caused by such content.

Your Use of the Sites

Do not use the Sites in any way that is offensive, violates any law, infringes anyone’s rights, or interferes with the Sites or their features, including any technological measures we use to enforce these Terms. In particular, do not:

• access the Sites through automated means (such as bots or scrapers) except as we expressly permit;
• probe, scan or test the security of the Sites without our written permission, or attempt to bypass any security or access control;
• upload malware or content that is unlawful, defamatory or harmful;
• reverse engineer, copy or resell any part of the Sites except as permitted by law; or
• submit false information through our forms, or use them to send spam.

We may remove Content, terminate your account, prohibit you from using the Sites and pursue legal action if we determine your conduct is inappropriate.

You do not own any intellectual property rights in the content you access through the Sites. Content from the Sites may only be used with our permission, the permission of its owner, or as otherwise permitted by law.

Electronic Communications

By using the Sites or communicating with us through them, you consent to receive electronic communications, including emails and notices on the Sites, related to your use of the Sites. This satisfies any legal requirement for written communication. Agreements, notices and disclosures are considered delivered when sent to the email address you provided.

By submitting Content or a form, creating an account or sharing your contact information, you agree that we or our agents may contact you about your inquiry, in line with our Privacy Policy. You can opt out of marketing messages at any time as described there.

Intellectual Property

The Sites and their content, including text, graphics, software, designs and the ReTax360 name, logo and other marks, are owned by ReTax360 LLC or its licensors and are protected by intellectual property laws. You may not use our trademarks without our prior written permission.

Copyright complaints. If you believe content on the Sites infringes your copyright, email info@retax360.com. Include:

• your contact details;
• a description of the copyrighted work;
• the location of the material on the Sites;
• a statement that you have a good-faith belief the use is not authorized;
• a statement, under penalty of perjury, that your notice is accurate and that you are the owner or authorized to act for the owner; and
• your physical or electronic signature.

We may remove or disable access to the material.

Feedback

If you give us suggestions or feedback about the Sites or our services, we may use them without restriction or compensation to you.

Third-Party Services and Social Networks

The Sites may link to or work with third-party websites and services, such as LinkedIn, Medium, YouTube and Instagram, and tools we use to operate the Sites, such as our scheduling calendar and form provider. Your use of those services is governed by their own terms and privacy policies, and you are responsible for complying with them.

Links, integrations or advertisements do not mean we endorse or control those third parties, and we are not responsible for their content or practices.

Our Warranties and Disclaimers

We do our best to make sure you enjoy our Sites, and we provide them with a commercially reasonable level of care. However, we do not make any promises about our Sites beyond what these Terms state.

OTHER THAN AS EXPRESSLY SET OUT IN THESE TERMS, NEITHER RETAX360 LLC NOR ITS AGENTS OR SERVICE PROVIDERS (THE “SERVICES ENTITIES”) MAKE ANY SPECIFIC PROMISES ABOUT THE SITES. FOR EXAMPLE, WE MAKE NO COMMITMENTS ABOUT THE CONTENT WITHIN THE SITES, INCLUDING AI-GENERATED OUTPUTS, THE SPECIFIC FUNCTIONS OF THE SITES, OR THEIR RELIABILITY, AVAILABILITY OR ABILITY TO MEET YOUR NEEDS. WE PROVIDE THE SITES “AS IS” AND “AS AVAILABLE.”

SOME JURISDICTIONS PROVIDE FOR CERTAIN WARRANTIES, SUCH AS THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. TO THE EXTENT PERMITTED BY LAW, WE EXCLUDE ALL WARRANTIES.

Limitation of Liability

EXCEPT WHERE PROHIBITED BY LAW, THE SERVICES ENTITIES WILL NOT BE LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL OR EXEMPLARY DAMAGES ARISING FROM YOUR USE OF THE SITES OR ANY THIRD PARTY’S USE OF THE SITES. THIS INCLUDES, WITHOUT LIMITATION, DAMAGES FOR LOST PROFITS, LOST DATA, COMPUTER FAILURE OR THE VIOLATION OF YOUR RIGHTS BY ANY THIRD PARTY, EVEN IF THE SERVICES ENTITIES HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES AND REGARDLESS OF THE LEGAL OR EQUITABLE THEORY ON WHICH THE CLAIM IS BASED.

TO THE EXTENT PERMITTED BY LAW, THE TOTAL LIABILITY OF THE SERVICES ENTITIES FOR ANY CLAIM ARISING OUT OF OR RELATING TO THE SITES IS LIMITED TO ONE HUNDRED U.S. DOLLARS (US $100). THIS LIMIT DOES NOT APPLY TO OBLIGATIONS UNDER AN ENTERPRISE AGREEMENT, WHICH ARE GOVERNED BY THAT AGREEMENT.

Indemnification

To the extent permitted by law, you agree to defend, indemnify and hold harmless the Services Entities from any claims, losses, damages, costs and expenses (including reasonable attorneys’ fees) arising from your Content, your misuse of the Sites or your violation of these Terms.

Governing Law and Jurisdiction

These Terms are governed by and construed in accordance with the laws of the State of California, without regard to its conflict-of-law rules. You agree that exclusive jurisdiction for any claim or dispute arising under these Terms or from your use of the Sites lies with the state and federal courts located in San Francisco, California. You consent to the personal jurisdiction of those courts for the purpose of litigating any such claim or action.

General

Changes to these Terms. We may change these Terms from time to time, and we will update the “Last updated” date above. If you continue to use or log in to the Sites after the change, you agree to the revised Terms. If you do not agree, please stop using the Sites.

No waiver. If we do not act on your non-compliance with these Terms, that does not mean we accept it or waive our right to act in the future.

Severability. If any provision of these Terms is found unenforceable, the remaining provisions stay in effect.

Entire agreement. These Terms and our Privacy Policy are the entire agreement between you and us about the Sites, except where an Enterprise Agreement applies. You may not assign these Terms without our consent; we may assign them in connection with a merger, acquisition or sale of assets.

Contact Us

Questions about these Terms, or requests about your personal information (including requests to access, correct, add to or delete it, or to object to its use or disclosure), can be sent to info@retax360.com or to ReTax360 LLC, 4204 Glencoe Ave, Marina Del Rey, CA 90292, United States. Our Privacy Policy explains how we handle these requests.