Legal

Terms of Service

Last updated: January 1, 2025

Welcome to Taxy! These Terms of Service ("Terms") govern your use of the Taxy website, applications, and services (collectively, the "Services") provided by Taxy, Inc. ("Taxy," "we," "us," or "our").

By accessing or using our Services, you agree to be bound by these Terms. If you do not agree to these Terms, please do not use our Services.

1. Acceptance of Terms

By creating an account, accessing, or using our Services, you acknowledge that you have read, understood, and agree to be bound by these Terms and our Privacy Policy. If you are using the Services on behalf of an organization, you represent and warrant that you have the authority to bind that organization to these Terms.

2. Description of Services

Taxy provides tax automation software and services designed to help startups manage their tax compliance, including but not limited to:

  • R&D tax credit identification and documentation
  • Sales tax calculation, filing, and remittance
  • Quarterly estimated tax calculations
  • Tax calendar and deadline management
  • Integration with third-party accounting and financial software

Taxy is a software tool and does not provide tax, legal, or accounting advice. Our Services are designed to assist you with tax compliance, but you should consult with qualified tax professionals for specific advice.

3. Account Registration

3.1 Account Creation

To use certain features of our Services, you must create an account. You agree to:

  • Provide accurate, current, and complete information during registration
  • Maintain and promptly update your account information
  • Keep your password secure and confidential
  • Notify us immediately of any unauthorized access to your account
  • Be responsible for all activities that occur under your account

3.2 Account Requirements

You must be at least 18 years old and have the legal capacity to enter into these Terms. If you are using the Services on behalf of a company, you represent that you have the authority to bind that company.

4. Subscription and Payment

4.1 Subscription Plans

Our Services are offered on a subscription basis. The specific features, limitations, and pricing for each plan are described on our website. We reserve the right to modify our plans and pricing at any time with reasonable notice.

4.2 Free Trials

We may offer free trials of our Services. At the end of the trial period, your account will be automatically converted to a paid subscription unless you cancel before the trial ends. We will notify you before any charges are made.

4.3 Payment Terms

  • Subscriptions are billed in advance on a monthly or annual basis
  • All fees are non-refundable except as required by law or as explicitly stated
  • You authorize us to charge your payment method for all fees due
  • If payment fails, we may suspend or terminate your access to the Services

4.4 Cancellation

You may cancel your subscription at any time through your account settings. Cancellation will take effect at the end of your current billing period. You will continue to have access to the Services until that time.

5. Use of Services

5.1 Permitted Use

Subject to these Terms, we grant you a limited, non-exclusive, non-transferable license to access and use the Services for your internal business purposes.

5.2 Prohibited Conduct

You agree not to:

  • Use the Services for any illegal purpose or in violation of any laws
  • Attempt to gain unauthorized access to any part of the Services
  • Interfere with or disrupt the integrity or performance of the Services
  • Reverse engineer, decompile, or disassemble any part of the Services
  • Copy, modify, or create derivative works based on the Services
  • Resell, sublicense, or transfer your rights to use the Services
  • Use the Services to transmit harmful code or malware
  • Scrape, harvest, or collect data from the Services without authorization
  • Impersonate any person or entity or misrepresent your affiliation

6. Data and Privacy

6.1 Your Data

You retain all rights to the data you provide to us through the Services ("Your Data"). By using our Services, you grant us a limited license to use, process, and store Your Data solely to provide and improve the Services.

6.2 Data Security

We implement industry-standard security measures to protect Your Data. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

6.3 Privacy Policy

Our collection and use of personal information is governed by our Privacy Policy, which is incorporated into these Terms by reference.

7. Third-Party Integrations

Our Services may integrate with third-party applications and services. Your use of such third-party services is subject to their respective terms and privacy policies. We are not responsible for the availability, accuracy, or content of third-party services.

8. Intellectual Property

8.1 Our Intellectual Property

The Services and all related content, features, and functionality are owned by Taxy and are protected by copyright, trademark, and other intellectual property laws. Nothing in these Terms grants you any right to use our trademarks, logos, or other brand features.

8.2 Feedback

If you provide us with feedback, suggestions, or ideas about the Services, you grant us a perpetual, irrevocable, royalty-free license to use and incorporate such feedback without any obligation to you.

9. Disclaimer of Warranties

THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

TAXY DOES NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE, OR THAT ANY DEFECTS WILL BE CORRECTED.

TAXY IS NOT A TAX, LEGAL, OR ACCOUNTING FIRM AND DOES NOT PROVIDE TAX, LEGAL, OR ACCOUNTING ADVICE. THE SERVICES ARE TOOLS TO ASSIST WITH TAX COMPLIANCE AND SHOULD NOT BE RELIED UPON AS A SUBSTITUTE FOR PROFESSIONAL ADVICE.

10. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL TAXY BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS OR REVENUES, WHETHER INCURRED DIRECTLY OR INDIRECTLY, OR ANY LOSS OF DATA, USE, GOODWILL, OR OTHER INTANGIBLE LOSSES.

IN NO EVENT SHALL TAXY'S TOTAL LIABILITY EXCEED THE AMOUNTS PAID BY YOU TO TAXY DURING THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

11. Indemnification

You agree to indemnify, defend, and hold harmless Taxy and its officers, directors, employees, and agents from any claims, damages, losses, or expenses (including reasonable attorneys' fees) arising from:

  • Your use of the Services
  • Your violation of these Terms
  • Your violation of any rights of a third party
  • Any content or data you provide through the Services

12. Termination

12.1 Termination by You

You may terminate your account at any time by contacting us or through your account settings.

12.2 Termination by Taxy

We may suspend or terminate your account and access to the Services at any time, with or without cause, with or without notice. Reasons for termination may include, but are not limited to:

  • Violation of these Terms
  • Fraudulent, abusive, or illegal activity
  • Non-payment of fees
  • Extended periods of inactivity

12.3 Effect of Termination

Upon termination, your right to use the Services will immediately cease. You may request a copy of Your Data for a period of 30 days following termination. After this period, we may delete Your Data.

13. Dispute Resolution

13.1 Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of law provisions.

13.2 Arbitration

Any dispute arising from these Terms shall be resolved by binding arbitration administered by the American Arbitration Association in accordance with its Commercial Arbitration Rules. The arbitration shall take place in San Francisco, California.

13.3 Class Action Waiver

You agree that any dispute resolution proceedings will be conducted only on an individual basis and not in a class, consolidated, or representative action.

14. General Provisions

14.1 Entire Agreement

These Terms, together with the Privacy Policy, constitute the entire agreement between you and Taxy regarding the Services.

14.2 Modifications

We may modify these Terms at any time. We will provide notice of material changes through the Services or by email. Your continued use of the Services after such modifications constitutes acceptance of the updated Terms.

14.3 Severability

If any provision of these Terms is found to be unenforceable, the remaining provisions will continue in full force and effect.

14.4 Waiver

Our failure to enforce any right or provision of these Terms will not constitute a waiver of such right or provision.

14.5 Assignment

You may not assign or transfer these Terms or your rights hereunder without our prior written consent. We may assign these Terms without restriction.

15. Contact Information

If you have any questions about these Terms, please contact us at:

Taxy, Inc.
548 Market St, Suite 95879
San Francisco, CA 94104
Email: legal@taxy.io