Legal & Compliance

1. Terms of Service

Acceptance

By accessing or using TaxCodex ("the Service"), you agree to be bound by these Terms of Service. If you do not agree, you may not use the Service.

Service Description

TaxCodex provides real-time tax law intelligence, including automated monitoring of tax code changes across U.S. federal and state jurisdictions. The Service aggregates publicly available legislative and regulatory data and presents it through dashboards, alerts, and analytical tools.

Account Registration

You must provide accurate, current, and complete information when creating an account. You are responsible for safeguarding your login credentials and for all activities that occur under your account.

Subscription & Billing

• Paid plans are billed in advance on a recurring basis (quarterly, semi-annual, or annual).
• All fees are non-refundable except as required by applicable law or as expressly stated in a promotional offer.
• TaxCodex reserves the right to modify pricing with 30 days' notice to active subscribers.

Permitted Use

You may use the Service for lawful professional and personal tax research purposes. You may not resell, redistribute, or sublicense access to the Service or its data without written consent from TaxCodex.

Intellectual Property

All content, software, algorithms, and design elements of TaxCodex are the intellectual property of TaxCodex and its licensors. Public-domain tax data aggregated by the Service remains in the public domain.

Termination

TaxCodex may suspend or terminate your account if you violate these Terms. You may cancel your subscription at any time through your account settings. Upon cancellation, your access continues through the end of the current billing period.

Limitation of Liability

To the maximum extent permitted by law, TaxCodex and its affiliates shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenues, arising from your use of the Service.

Governing Law

These Terms are governed by the laws of the State of Arkansas, without regard to conflict of law principles.

2. Privacy Policy

Information We Collect

• Account information: name, email address, professional affiliation, and billing details provided at registration.
• Usage data: pages viewed, features used, search queries, alert configurations, and session metadata (IP address, browser type, device).
• Cookies & analytics: we use first-party cookies and privacy-respecting analytics to improve the Service.

How We Use Your Data

• To provide, maintain, and improve the Service.
• To process billing and manage your subscription.
• To send transactional communications (account confirmations, billing receipts, alert notifications).
• To detect and prevent fraud or abuse.

Data Sharing

We do not sell your personal information. We share data only with:

• Service providers: payment processors, hosting infrastructure, and analytics providers bound by data processing agreements.
• Legal obligations: when required by law, subpoena, or governmental request.

Data Retention

Account data is retained for the duration of your subscription plus 90 days after cancellation. Usage analytics are retained in aggregate form indefinitely. You may request deletion of your personal data by contacting us.

Security

We use industry-standard encryption (AES-256, TLS 1.3), access controls, and monitoring to protect your data. No system is 100% secure; we cannot guarantee absolute security.

Your Rights

Depending on your jurisdiction, you may have the right to access, correct, delete, or port your personal data. Contact privacy@taxcodex.tax to exercise these rights.

3. Data Disclaimer

TaxCodex aggregates tax law data from publicly available government sources including state legislatures, departments of revenue, the IRS, and federal registers. While we employ automated scraping, multi-source verification, and confidence scoring to ensure accuracy:

• Government sources may contain errors, omissions, or delays in publication.
• Automated data collection may miss updates during source downtime or website redesigns.
• There may be a delay between when a law is enacted and when it appears in TaxCodex.
• Tax law interpretation varies by jurisdiction, fact pattern, and professional judgment.

TaxCodex data is informational only and does not constitute legal or tax advice. Always verify critical information against official government sources before making compliance decisions.

4. Accuracy Disclaimer

TaxCodex uses a multi-tiered verification system with confidence scoring (Verified, High, Medium, Low, Unverified) to help users assess data reliability. Despite these measures:

• No guarantee of accuracy. Tax data is presented "as is" without warranty of any kind, express or implied.
• Confidence scores are estimates. A "Verified" score indicates our automated systems cross-referenced multiple sources, not that a human expert reviewed the entry.
• Historical data is point-in-time. Past entries reflect the information available when they were captured and may not reflect subsequent corrections or amendments.

TaxCodex is not liable for any losses, penalties, or damages resulting from reliance on data provided through the Service.

5. Customer Data Sharing Policy

Firm & Team Accounts

If you use TaxCodex as part of a firm or team subscription, the firm administrator may have access to aggregated usage data (e.g., which jurisdictions and tax types are monitored) for internal management purposes. Individual search queries and alert configurations are not shared with administrators unless you explicitly configure sharing.

Partner Program

TaxCodex partners (accounting firms, technology integrators) may receive anonymized, aggregate analytics about platform usage trends. No personally identifiable information is shared with partners without your explicit opt-in consent.

API & Integration Data

If you connect TaxCodex to third-party tools via API or integration, data flows are governed by both this policy and the third party's privacy policy. TaxCodex is not responsible for data handling by third-party services you choose to integrate.

6. Fair Use Policy

TaxCodex subscriptions are designed for normal professional use. To ensure service quality for all users:

• API rate limits: API access is subject to rate limits based on your subscription tier. Exceeding limits may result in temporary throttling.
• Automated scraping prohibited: You may not use bots, scrapers, or automated tools to extract data from TaxCodex beyond the provided API.
• No bulk redistribution: You may not systematically download, archive, or redistribute TaxCodex data for commercial purposes.
• Account sharing: Each subscription is for a single user (individual plans) or a defined number of seats (firm plans). Sharing credentials outside your licensed scope is prohibited.

Violations may result in throttling, suspension, or termination at TaxCodex's sole discretion.

7. Professional Use Restrictions

TaxCodex is a research and monitoring tool. It is not a substitute for professional judgment, and the following restrictions apply:

• Not tax advice. Nothing in TaxCodex constitutes tax, legal, or financial advice. Do not rely on TaxCodex as the sole basis for filing positions, compliance determinations, or client recommendations.
• Not a practice management tool. TaxCodex does not manage client engagements, deadlines, or filings. It monitors law changes; practice management is your responsibility.
• No practitioner-client relationship. Use of TaxCodex does not create a professional relationship between TaxCodex and you or your clients.
• Verify before acting. Always cross-reference TaxCodex data with official government sources, primary legal texts, and your professional expertise before taking action.
• Jurisdictional awareness. Tax law varies by jurisdiction. TaxCodex presents general information; applicability to your specific situation requires professional analysis.

Users who are licensed tax professionals (CPAs, Enrolled Agents, attorneys) remain solely responsible for the advice they provide to clients, regardless of any data sourced from TaxCodex.