Terms and Conditions

This license and services order is incorporated into TaxMasta, the license and services agreement executed by the parties involved. TaxMasta reserves the right to alter pricing in the event of changes in the banking industry or changes in government regulations.

The Licensee agrees to the pricing listed above. Licensee agrees to use an Integrated Banking Partner** to process all bank products associated with a return created in the software and electronically filed via the services. Taxpayers retain the ability to designate an account for a direct deposit of their refund as required by law. The Software Provider will immediately shut down access to Software and Services in the event of a breach of this Section. The Licensee holds all parties harmless for the discontinuation of software and services for all damages if software and services are discontinued under this Section and acknowledges that a non-integrated bank creating returns via the software and services may or may not be compliant with all applicable laws and regulations.

All training and content provided is proprietary information and cannot be shared, redistributed or recreated with the intent to sell.  The Software Provider holds the right to withdraw all training access at their discretion for any reason such as failure to make payments, failure to utilize and transmit bank product returns within the software, platform and software changes, etc.

 ** “Integrated Banking Partner” refers to as provider of bank products who has (1) Fulfilled all laws, rules and regulations promulgated by federal and state governments and agencies, and (2) Provided approved documents in a timely manner for integration with the software and services to ensure tax preparer’s compliance with all laws, rules, and regulations promulgated by federal and state governments and agencies.

Return Policy:

Software sale is final and no refunds, since a demo is given out for the purpose of decision making in purchase of the software license.

Our Privacy Policy:

TaxMasta is committed to maintaining your trust, values your privacy and recognizes the sensitivity of your personal information. We work toward protecting the privacy of users of our website. We have carefully crafted this Privacy Policy to address concerns you might have, and to assure you that if you give us personal information, we will treat it carefully and appropriately. BY USING TaxMasta, YOU CONSENT TO THE TERMS AND CONDITIONS OF THIS PRIVACY POLICY AND TO OUR PROCESSING OF PERSONAL INFORMATION FOR THE PURPOSES STATED BELOW. IF YOU DO NOT AGREE TO THE TERMS AND CONDITIONS OF THIS PRIVACY POLICY, PLEASE DO NOT USE TaxMasta


Basic Confidentiality Policy:

Where personal information is required to use or interact with TaxMasta, it is our policy that this information – such as your name, postal or email address, or telephone number — is private and confidential. The personal information you provide to TaxMasta is stored in a secure location, accessible only by appropriate staff, and is used for the purposes set forth in this policy, such as to process your order, reply to a question or to send requested materials.
Information Collected:
We collect two types of information from visitors to TaxMasta: (1) Personal information; and (2) Non-Personal information, such as your IP address or cookies.