Review the terms governing AutoTaxPilot’s bookkeeping, accounting, and tax strategy services for small businesses.
Welcome to AutoTaxPilot (“we,” “our,” or “us”). These Terms and Conditions (“Terms”) govern your use of our automated tax, bookkeeping, workflow automation tools, and all related services, including access to our website and platform (“the Website” or “the Platform”). By accessing or using AutoTaxPilot, you agree to these Terms. If you do not agree, you must discontinue use of our services immediately.
1. Services
1.1 Scope of Services
AutoTaxPilot provides automated tax workflow solutions, bookkeeping automation, document processing tools, financial data organization, and related advisory support. Specific services may include:
- Bookkeeping automation
- Workflow automation for tax filings
- Financial data extraction and categorization
- Reporting and compliance support
- Integrations with accounting systems and APIs
The exact services you receive will be outlined in a separate engagement letter or service agreement between you and AutoTaxPilot.
1.2 Service Agreement
Before services begin, we will issue a written agreement specifying:
- Scope of work
- Fees and billing structure
- Deliverables
- Payment terms
- Mutual obligations
Work will begin only after signed acceptance.
2. Client Responsibilities
2.1 Accurate Information
You agree to provide complete and accurate information necessary to perform our automated and manual services. AutoTaxPilot is not responsible for inaccuracies resulting from incomplete, incorrect, or delayed data you provide.
2.2 Timely Delivery of Information
You must deliver all required documentation and access credentials in a timely manner. Delays may affect the quality or timeliness of deliverables.
2.3 Compliance With Applicable Laws
You are responsible for ensuring compliance with all tax, financial, and regulatory obligations applicable to your business. AutoTaxPilot is not responsible for legal compliance outside of what is explicitly included in your service agreement.
2.4 System Access
If you require integration with third-party applications (e.g., QuickBooks, Gusto, payroll systems), you are responsible for ensuring uninterrupted access and maintaining credentials for those platforms.
3. Fees and Payment
3.1 Fee Structure
Fees will be outlined in your service agreement and may be:
- Fixed-fee
- Monthly subscription
- Usage-based (per task / per workflow)
- Hourly billing for advisory or supplemental work
3.2 Payment Terms
Unless otherwise stated:
- Invoices are due upon receipt
- Past-due balances may accrue interest at a rate specified in your agreement
- Services may be paused for non-payment
3.3 Refunds and Guarantees
Refunds are generally not offered for completed or in-progress services, except as follows:
- First 30 days. If you cancel within 30 days of your start date, on any plan, including a 1-year plan, we refund the monthly fee for your first month. One-time setup and catch-up fees cover work already performed and are not refunded once that work is complete.
- Books by the 15th. On every plan except Starter, if your prior month’s financial statements are not delivered by the 15th of the month, we refund the monthly fee for that month. This applies starting with your first full calendar month after your catch-up work is complete, and only if your accounts remain connected and you respond to our requests for information within 3 business days. A refund under this guarantee is your sole remedy for a late delivery.
- Billing errors are corrected and refunded.
Refunds are issued to the original payment method. Any other exceptions will be stated in your service agreement.
4. Confidentiality
4.1 Confidential Information
Both parties agree to maintain strict confidentiality regarding:
- Financial data
- Tax documents
- Business information
- System credentials
- Proprietary workflows and processes
This obligation survives termination of services.
4.2 Permitted Disclosures
We may disclose information:
- To trusted third-party providers necessary to perform our services
- When legally required to do so
- When you provide express written authorization
5. Data Security
5.1 Security Measures
AutoTaxPilot uses commercially reasonable safeguards, including:
- Encryption
- Secure file storage
- Multi-factor authentication
- Access controls and audit logs
However, no system is fully immune from security risks. You acknowledge the inherent limitations of internet-based services.
5.2 Account Security
You are responsible for:
- Maintaining the confidentiality of your login credentials
- Preventing unauthorized access
- Notifying us immediately of any suspicious activity
6. Limitation of Liability
6.1 No Warranty
Except for the guarantees in Section 3.3, services are provided “as is” without any express or implied warranties. This includes:
- Accuracy of automated outputs
- Fitness for a particular purpose
- Timeliness of processed data
6.2 Limitation of Damages
AutoTaxPilot is not liable for any:
- Indirect, incidental, special, or consequential damages
- Loss of profits
- Loss of data
- Business interruption
- Compliance penalties based on inaccurate or delayed information you provided
6.3 Maximum Liability
Our maximum liability shall not exceed the total amount paid by you for the specific service giving rise to the claim.
7. Termination
7.1 Termination by Client
You may terminate services at any time by providing written notice. You remain responsible for fees earned through the termination date.
If you are on a 1-year plan and terminate before the end of the 12-month term, the months you used are re-billed at the month-to-month price, and you pay the difference between that price and the discounted price you paid. This does not apply if you cancel within your first 30 days (see Section 3.3).
7.2 Termination by AutoTaxPilot
We may terminate services if:
- You fail to comply with these Terms
- Payments become overdue
- We determine the engagement is not mutually beneficial
- You engage in fraudulent or unlawful activity
7.3 Effects of Termination
Upon termination, we will:
- Deliver any completed work
- Return your original documents
- Retain copies of records as required by law
8. Dispute Resolution
8.1 Governing Law
These Terms are governed by the laws of the State of Texas, without regard to conflict-of-law rules.
8.2 Mediation and Arbitration
Disputes must first be addressed through mediation. If mediation fails, disputes will be resolved via binding arbitration in Texas.
9. Changes to Terms
We may update these Terms at any time. Updated Terms will be posted on autotaxpilot.com. Continued use of our services constitutes acceptance of the updated Terms.
10. Contact Information
If you have questions about these Terms, contact us at: Email: support@autotaxpilot.com
Ready to Take Control?
Join small business owners who rely on AutoTaxPilot for clarity, compliance, and smarter financial decisions.