SOC 2 Certified - IRS Compliant - 5800+ Tax Professionals

Terms of Service

Effective Date: September 1, 2024

1. Acceptance of Terms

By accessing or using Formality Tax, you agree to be bound by these Terms of Service and all applicable laws and regulations.

2. Description of Service

Formality Tax provides professional tax practice management software including tax return preparation, client management, and cloud-based storage.

3. User Responsibilities

As a user, you are responsible for maintaining account confidentiality, ensuring accurate information, and compliance with tax laws.

4. Payment and Billing

Subscription fees are billed according to your selected plan. All fees are non-refundable except as specifically provided in these terms.

5. Contact Information

For questions about these Terms, contact us at [email protected]