You must be at least 18 years old and legally capable of entering into binding agreements to purchase products or services from Elevation Tax Pro Software.
You agree that all information provided during registration, onboarding, checkout, or account creation is accurate, complete, and current.
Elevation Tax Pro Software provides products and services including but not limited to:
- Tax software access
- ERO programs
- Service Bureau programs
- Reseller programs
- Training and educational resources
- Software onboarding
- Business support tools
- Templates and marketing resources
- Consulting and mentorship programs
- Memberships and communities
We reserve the right to modify, discontinue, replace, or update products, services, pricing, features, or offerings at any time.
Payment is required before access to products, services, software, training, onboarding, or related resources is granted unless otherwise stated in writing.
Customers selecting a payment plan agree to complete all scheduled payments according to the agreed terms.
Failure to complete payments may result in:
- Suspension of services
- Removal of software access
- Cancellation of onboarding
- Revocation of membership access
- Collections activity when applicable
This applies to all of the following:
- Software packages
- ERO plans
- Service Bureau plans
- Reseller plans
- Training programs
- Digital products
- Downloadable resources
- Memberships
- Coaching services
- Consulting services
- Onboarding services
- Setup fees
If a payment plan is selected, all remaining payments remain due according to the agreed payment schedule.
Software access may require approval by software providers, transmitters, banking partners, compliance departments, and other third parties.
Elevation Tax Pro Software does not guarantee:
- EFIN approval
- Bank approval
- Funding product approval
- Transmitter approval
- Software provider approval
- Continued third-party access
All approvals remain subject to third-party review and compliance requirements.
Customers must complete all onboarding requirements and submit requested documentation before software access, support services, or related products can be activated.
Delays in submitting requested information may result in delays in service delivery. Elevation Tax Pro Software is not responsible for delays caused by incomplete onboarding, missing documentation, inaccurate information, or customer inaction.
Elevation Tax Pro Software does not guarantee:
- Income
- Revenue
- Profitability
- Tax return volume
- Client acquisition
- Business growth
- Reseller success
- Service Bureau success
- Financial outcomes
Training, courses, webinars, mentorship, templates, guides, checklists, videos, and educational materials are provided for informational and educational purposes only.
Nothing provided by Elevation Tax Pro Software constitutes legal, accounting, financial, tax, or business advice.
Customers remain solely responsible for ensuring compliance with all IRS regulations, state regulations, licensing requirements, due diligence obligations, and applicable laws.
All website content, software resources, training materials, courses, videos, templates, documents, graphics, marketing materials, systems, processes, and educational resources remain the exclusive property of Elevation Tax Pro Software.
You may not copy, reproduce, share, sell, republish, upload, record, distribute, license, transfer, modify, or create derivative works without prior written authorization.
Purchases grant a limited, non-transferable, non-exclusive license for personal business use only. You may not:
- Share login credentials
- Share course access
- Resell content
- Distribute materials
- Upload materials to third-party platforms
- Allow unauthorized access
Participation in any Service Bureau or Reseller Program does not create employment, partnership, joint venture, franchise relationship, or agency relationship.
Participants remain independent business owners responsible for operating their businesses in compliance with all applicable laws and regulations.
By providing your contact information through our website, forms, registration pages, checkout pages, onboarding process, or other communication channels, you consent to receive communications from Elevation Tax Pro Software including:
- Email messages
- SMS messages
- Phone calls
- Appointment reminders
- Onboarding notifications
- Product updates
- Service announcements
- Promotional offers
- Educational content
- Customer support communications
Message and data rates may apply. Consent is not a condition of purchase.
By providing your mobile number, you agree to receive SMS communications from Elevation Tax Pro Software. Message frequency varies.
You agree that electronic communications, electronic signatures, electronic records, and electronic agreements satisfy any legal requirement that such communications be in writing.
Customers agree to contact Elevation Tax Pro Software before initiating any chargeback or payment dispute.
Where products, software access, onboarding services, memberships, training materials, or digital resources have been provided, chargebacks may be disputed using records including:
- Purchase records
- Login activity
- Email communications
- SMS communications
- Onboarding records
- Product access logs
You agree not to:
- Use products or services for unlawful purposes
- Submit false information
- Attempt unauthorized access to systems
- Interfere with website functionality
- Harass staff or contractors
- Misrepresent your identity
- Share proprietary materials
Violation may result in immediate account termination.
To the fullest extent permitted by law, Elevation Tax Pro Software shall not be liable for any direct, indirect, incidental, special, consequential, or punitive damages arising from:
- Use of software
- Business losses
- Lost profits
- Compliance issues
- IRS examinations or audits
- Third-party interruptions
- Bank denials
- Software provider decisions
- User errors
- Website downtime
All products and services are provided "as is" without warranties of any kind.
You agree to defend, indemnify, and hold harmless Elevation Tax Pro Software, its owners, officers, employees, contractors, affiliates, and partners from any claims, damages, liabilities, costs, or expenses arising from your use of our products or services.
Certain services may involve third-party providers including software companies, payment processors, banks, transmitters, hosting companies, CRM platforms, and technology vendors.
Elevation Tax Pro Software is not responsible for third-party actions, pricing changes, approvals, denials, interruptions, or policy changes.
We reserve the right to suspend or terminate access to products, software, memberships, training, portals, or services for:
- Non-payment
- Fraud
- Abuse of staff
- Compliance violations
- Unauthorized sharing
- Violation of these Terms
Termination does not eliminate outstanding payment obligations.
These Terms and Conditions shall be governed by and interpreted under the laws of the Commonwealth of Virginia.
Elevation Tax Pro Software reserves the right to modify these Terms and Conditions at any time. Continued use of our website, products, or services constitutes acceptance of any updated Terms.
