Terms Of Service

The following "Terms of Service" governs your use of the software and services provided by Taxify360 LLC ("Taxify360," "Company," "us," or "we") at www.taxify360.com and related domains (the "Site"). This is a binding agreement between you and Taxify360 and incorporates our Privacy Policy at https://taxify360.com/privacy. By using any software or services provided by Taxify360 (the "Services"), you are accepting to be bound to the terms of this Agreement. We reserve the right to change these Terms from time to time. When we make any changes to our Terms, we will display a notification to inform you that our Terms have been changed or we plan to change our Terms. You acknowledge and agree that it is your responsibility to periodically review this Site and these Terms. Your continued use of this Site and Services after such modifications will constitute acknowledgement and acceptance of the modified Terms.

As used in these Terms, references to our "Affiliates" include our owners, licensees, assigns, subsidiaries, affiliated companies, officers, directors, suppliers, partners, sponsors, advertisers, and includes (without limitation) all parties involved in creating, producing, and delivering this Site, contents, and Services available on this Site. BY USING THIS SITE AND SERVICES ON THIS SITE, YOU AGREE TO BE BOUND BY THESE TERMS. IF YOU DO NOT WISH TO BE BOUND BY THESE TERMS, PLEASE EXIT THE SITE. YOUR SOLE REMEDY FOR DISSATISFACTION WITH THIS SITE, PRODUCTS, SERVICES OR SERVICES AVAILABLE ON THIS SITE, OR THESE TERMS IS TO CEASE USING THE SITE AND/OR THOSE PARTICULAR PRODUCTS, SERVICES OR SERVICES. THESE TERMS ARE EFFECTIVE ONCE YOU ACCESS OR USE THE SITE OR CLICK THE 'I AGREE' BUTTON. Terms of Service 1. Acceptance of Terms Taxify360 provides a comprehensive suite of tax preparation, customer relationship management (CRM), marketing automation, communication tools, and business management services for tax professionals and related service providers. Although Taxify360 works hard to provide quality Services, you understand and acknowledge that we cannot promise or guarantee specific results from using the Site or Services available on this Site. Taxify360 does not guarantee lead volume, lead quality, appointment bookings, show rates, client retention, sales, revenue outcomes, or any form of business performance resulting from the use of our Services, including but not limited to marketing campaigns, funnels, automation, workflows, templates, or communication tools. All results vary based on user actions, market conditions, and external factors outside our control. You understand and agree that temporary interruptions of the Site may occur. You also understand and agree that we have no control over third-party networks or service(s) that we may use to provide you with Services.

You agree that the Services available on this Site are provided "AS IS" and that we assume no responsibility for the timeliness, deletion, mis-delivery, interruption, or failure to store any user communications or personalization settings. We reserve the right to implement new elements as part of the Services including changes that may affect the previous mode of operation of the Services. We believe that any such modifications will enhance the overall Services, but it is possible that your opinion may vary. We will make reasonable efforts to notify you of significant changes that may materially affect your use of the Services. 2. Services a. No Guarantee b. Temporary Interruptions c. Right to Modify the Services You understand that your purchase of the Services on our Site is not contingent on the delivery by us of any future release of any functionality or feature, including without limitation to, the continuation of a certain service beyond its current subscription term or third-party services or dependent on any public comments we make regarding any future functionality or feature. The Services may integrate with third-party platforms including but not limited to QuickBooks, Xero, Google services, Meta (Facebook), payment processors, and messaging carriers. Taxify360 has no control over, and is not responsible for, the status of your third-party accounts or their eligibility to function properly. If your third-party account is restricted, banned, or otherwise unable to function for any reason, you acknowledge and agree that: Taxify360 provides software tools and technology services only. We do not provide tax advice, legal advice, financial advice, or accounting services. You are solely responsible for the accuracy and compliance of all tax returns, financial documents, and advisory services you provide to your clients. You must maintain appropriate professional licenses, credentials, and insurance as required by applicable law in your jurisdiction. d. No Contingency on Future Releases and Improvements e. Third-Party Integrations and Limitations Taxify360 cannot and does not intervene in third-party platform decisions regarding account eligibility or restrictions. • Taxify360 shall not be held liable for any inability to utilize the Services resulting from issues with your third-party accounts, including but not limited to account suspension, restriction, or termination. • It is your sole responsibility to ensure that your third-party accounts remain in good standing and compliant with those platforms' terms, conditions, and policies. • Taxify360 is not liable if your third-party account is restricted or banned as a result of using our Services. • f. Tax and

Financial Advisory Disclaimer If you choose to purchase one or more of the Services provided on our Site, you agree to pay all fees associated with the Services. Our monthly subscription provides tiered pricing for different levels of services and products based on the services you choose to use. In addition to our monthly subscription services, you may purchase add-on services for a one-time fee or recurring subscription fees. Fees may change from time to time with reasonable advance notice. Any charges incurred by your purchase or use of the Services will be billed to the credit card or payment method we have on file. In the event you sign up for a Service that is ongoing and incurs recurring charges (such as a subscription), such charges will be billed in advance of service. You agree to provide us with accurate and complete billing information, including valid payment information, your name, address and telephone number, and to provide us with any changes in such information within 10 days of the change. Certain Services offered through the Taxify360 platform require Application-to-Person ("A2P") 10DLC brand and campaign registration with third-party governing bodies and mobile carriers, including but not limited to The Campaign Registry ("TCR"). You acknowledge and agree that A2P registration and related carrier fees are imposed by third parties, are outside of Taxify360's control, and are required in order to enable SMS and messaging functionality. As of the date of acceptance of these Terms, applicable A2P fees may include, but are not limited to: a one-time Brand and Campaign registration fee of approximately $24.50 (which includes a Fast Track processing fee of $3 to expedite approval), and an ongoing Campaign maintenance fee of up to $11.03 per month, in accordance with TCR rules. All such fees are subject to change at any time without notice based on third-party carrier and registry requirements. You further acknowledge that A2P campaign submissions may be approved, rejected, or require resubmission at the sole discretion of 3. Payment a. Fees b. A2P Messaging Registration and Carrier Fees TCR or other applicable third parties. Rejections, delays, failures, or requests for resubmission may occur for reasons outside of Taxify360's control, including changes in carrier policies, content guidelines, or registration requirements. Any fees incurred as a result of initial submissions, rejections, resubmissions, or re-registrations are non-refundable, regardless of approval outcome. Taxify360 does not guarantee approval of any A2P brand or campaign and shall not be liable for fees incurred due to third-party rejections, rule changes, or compliance determinations. If, for any reason, your payment method declines or otherwise refuses to pay the amount owed for the Services you have purchased, you agree that we may suspend or terminate performance of Services or delivery of products and may require you to pay any overdue amounts incurred (including any third-party chargeback fees or penalties) by other means acceptable to us. In the event legal action is necessary to collect on balances due, you agree to reimburse us for all expenses incurred to recover sums due, including attorney fees and other legal expenses. All subscriptions are automatically renewed either month over month (for monthly) or year over year (for annual). Except as described below, all fees paid for the Services provided on our Site are non-refundable, and no prorated refunds or credits will be offered for partially used subscriptions. However, if we issue a refund or credit in one instance, we are under no obligation to issue the same refund or credit in the future. We do not provide any refunds for setup fees or onboarding fees. We reserve the right to issue refunds or credits at our sole discretion in the following situations: c. Overdue Amounts d. Subscriptions and Refunds Where we materially modify Terms of Service or Privacy Policy during a billing period and such modification adversely affects you, we may refund a portion of your subscription fee equal to the remaining unused term, as we determine appropriate or as • By enrolling in and using the Services, you acknowledge and agree that all subscription payments, setup fees, and add-on fees are fully earned upon payment and are non-refundable. You further agree that you are contractually waiving any right to initiate or pursue a chargeback with your credit card provider or financial institution for any charges associated with the Services. If you initiate a chargeback in violation of this Agreement, Taxify360 reserves the right to: (i) immediately suspend or terminate your account and access to the Services, (ii) recover from you all costs incurred in responding to or defending against the chargeback (including administrative expenses, collection fees, and legal fees), and (iii) treat such action as a material breach of this Agreement. Your use of the Site is subject to all applicable laws and regulations, and you are solely responsible for any comments or posts you leave on the Site. By posting information on the Site, or by otherwise using any communications service, message board, newsgroup, or other interactive service available on the Site, you agree that you will not post comments, messages, links, code or other information that: may be required by applicable law. To be eligible for a refund, you must provide written notice which must (a) identify your account and (b) request cancellation of the specific Service. The cancellation will be effective upon our receipt of your notice and our determination that you are authorized to effect such cancellation. Where a modification or interruption adversely affects you and alternative remedies as specified in our Terms of Service are not available, we may refund a portion of your paid subscription fee equal to the remaining unused term of your subscription, as we determine appropriate or as may be required by applicable law. • e. Chargeback Waiver 4. Site Conduct, Posting Policies, and ThirdParty Websites a. User-Created Content Guidelines At our sole discretion, Taxify360 may choose to unpublish or otherwise make not available for public viewing any material we deem unnecessary for use of our Site. Taxify360 platform within our Site may be modified by users, incorporating the users' name, logo, trademark, and color scheme into user's individual access area within our Site, and by otherwise applying a user-built code on top of Taxify360 platform. You are solely responsible for copyright, trademark or other intellectual property concerns connected with your customized look and feel of our Site. You acknowledge that you may not be able to customize our Site according to your unique branding to the extent that your customization would appear to be independently developed. Is unlawful, threatening, abusive, harassing, defamatory, deceptive, fraudulent, tortious, invasive of another's privacy, or includes graphic descriptions of sexual or violent content • Victimizes, harasses, degrades, or intimidates an individual or group of individuals on the basis of religion, gender, sexual orientation, race, ethnicity, age, or disability • Infringes any patent, trademark, trade secret, copyright, right of publicity, or other proprietary right of any party • Consists of unsolicited advertising, junk or bulk email (also known as "spam"), chain letters, any other form of unauthorized solicitation, or any form of lottery or gambling • Contains any form of malicious code, files, or programs that are designed or intended to disrupt, damage, or limit the functionality of any software, hardware, or telecommunications equipment or otherwise causes damage, or allows you to obtain unauthorized access to any data or other information of any third party • Breaches the security of, compromises or otherwise allows access to secured, protected or inaccessible areas of this Site, or attempts to gain access to other network or server via your account on this Site • Impersonates any person or entity, including any of our employees or representatives • b. User Customization Taxify360 neither endorses nor assumes any liability for any material uploaded or submitted by users on any part of the Site. Although we do not pre-screen, police or monitor comments posted on our Site, we and our agents reserve the right to remove any and all postings that we feel do not comply with these Terms and any other rules of user conduct for our Site, or are otherwise harmful, objectionable, or inaccurate. We are not responsible for any failure or delay in removing such postings. Taxify360 may publish content featuring testimonials of our users, and any views or opinions expressed in such posts are personal and do not constitute or imply any approval, sponsorship or endorsement of Taxify360. This Site may redirect or link to other websites on the Internet, or may otherwise include references to information, products or services made available by unaffiliated third parties. While we make every effort to work with trusted, reputable providers, from time to time such sites may contain information, material or policies that some may find inappropriate or personally objectionable. You understand that we are not responsible for the accuracy, completeness, decency or legality of content hosted by third-party websites, nor are we responsible for errors or omissions in any references made on those websites. The inclusion of such a link or reference is provided merely as a convenience and does not imply endorsement of, or association with the Site or party by us, or any warranty of any kind, either express or implied. From time to time, this Site may include advertisements offered by third parties. You may enter into correspondence with or participate in promotions of the advertisers showing their products on this Site. Any such correspondence or promotions, including the delivery of and the payment for goods and services by those third parties, and any other terms, conditions, warranties or representations associated therewith, are solely between you and the advertiser. We c. No Endorsement d. Third-Party Sites and Information e. Promotions assume no liability, obligation or responsibility for any part of any such correspondence or promotion. When you enroll in the Online Service, you must designate a primary email address that will be used for receiving electronic communication. To the extent that Taxify360 maintains an online message center now or in the future, such exchange of communications shall be considered an electronic communication and may be utilized by Taxify360 for providing you notices pursuant to these Terms, as required by applicable law or generally regarding your account(s) with Taxify360. We will NEVER send you email requesting confidential information such as account numbers, usernames, or passwords and you should NEVER respond to any email requesting such information. If you receive such an email purportedly from Taxify360, do not respond to the email and notify Taxify360 by emailing us at [email protected]. For purposes of these Terms, "content" is defined as any information, communications, software, published works, photos, video, graphics, music, sounds, or other material that can be viewed or purchased by users on our Sites and is owned by Taxify360 or its Affiliates. By accepting these Terms, you agree that all content presented to you on this Site is protected by any and all intellectual property and other proprietary rights available within the United States and is the sole property of Taxify360 or its Affiliates. All custom graphics, icons, logos and service names are registered trademarks, trademarks or service marks of Taxify360 or its Affiliates. All other trademarks or service marks are property of their respective owners. Nothing in these Terms of Use grants you any f. Electronic Communication 5. Taxify360 Intellectual Property a. Content b. Ownership of Content right to use any trademark, service mark, logo, and name of Taxify360 or its Affiliates. A third-party website may feature our logos or trademarks, with or without authorization. Our logos or trademarks featured in any third-party website do not constitute or imply any approval, sponsorship or endorsement of Taxify360. Certain of the ideas, software and processes incorporated into the Services available on this Site are protected by patent applications pending in the United States, and we intend to prepare and file additional patent applications in selected foreign jurisdictions. Except for a single copy made for personal use, you may not copy, reproduce, modify, republish, upload, post, transmit, or distribute any content from this Site or any content that you purchase from Taxify360 in any form or by any means whatsoever without prior written permission from us. Any unauthorized use of Site content violates our intellectual property interests and could result in criminal or civil penalties. Neither we or our Affiliates warrant or represent that your use of materials displayed on, or obtained through, this Site will not infringe the rights of third parties. You acknowledge and agree that Taxify360 does not permit the exporting, distributing, transferring, cloning, or pushing of snapshots, workflows, automations, funnels, templates, or any other proprietary configurations from the Taxify360 platform to any external GoHighLevel (GHL) account or any third-party system. All snapshots, automations, workflows, templates, and configurations provided by Taxify360 are licensed for use solely within your Taxify360 account and may not be shared, sold, copied, sublicensed, or distributed in any form. Any attempt to export or distribute snapshots outside of the Taxify360-controlled environment c. Limitations on Use of Content d. No Warranty for Third-Party Infringement e. No Snapshot or Template Distribution constitutes a material breach of this Agreement and may result in account termination, legal action, and damages. You own and retain all rights to your data and your code for customizing Taxify360 platform. You grant us and our applicable third parties the right to use your data as necessary to provide the Services to you and as permitted by this Agreement and our Privacy Policy. If you are using the Services on behalf of another party, then you represent and warrant that you have all sufficient and necessary rights and permissions to do so. Subject to the limited license granted, we acquire no right, title or interest from you or your licensors under this Agreement. We respect the intellectual property rights of others, and we ask you to do the same. In instances where we are notified of alleged infringement through our Designated Agent, a decision may be made to remove access or disable access to such materials, in compliance with the safe harbor provisions of the Digital Millennium Copyright Act, 17 U.S.C. § 512(c). We may also make a good faith attempt to contact the person who submitted the affected material so that they may make a counter-notification. If you believe that you or someone else's copyright has been infringed by Taxify360 or user content provided on this Site, you (or the owner or rights holder, collectively, "Rights Holder") should send notification to our Designated Agent immediately. Prior to sending us notice, the Rights Holder may wish to consult a lawyer to determine their rights and legal obligations under the DMCA and any other applicable laws. To file a Notice of Infringing Material, we ask that the Rights Holder provide the following information: 6. Content You Create a. Your Intellectual Property Rights b. DMCA Notice Reasonably sufficient details about the nature of the copyrighted work in question, or, in the case of multiple alleged infringements, a representative list of such works • Notice may be sent to: [email protected] If material that you have posted to our Site has been taken down, you may file a counter-notification containing: Counter-notification may be sent to: [email protected] You also acknowledge and agree that upon receipt of a notice of a claim of copyright infringement, we may temporarily or permanently remove the identified materials from our Site without liability to you or any other party. Our Site may include a platform through which users may submit ideas to use for new products, services and related features (each, an "Idea"). By submitting an Idea to Taxify360, you agree that: Reasonably sufficient details to enable us to identify and locate the material that is allegedly infringing • • The Rights Holder's contact information A statement that the Rights Holder has a good faith belief that the use is not authorized • A statement, under penalty of perjury, that the information in the notification is accurate • • The Rights Holder's electronic signature c. Counter-Notification • Identification of the material that has been removed A statement, under penalty of perjury, that you have a good faith belief that the material was removed as a result of mistake or misidentification • • Your name, address and telephone number A statement that you consent to the jurisdiction of federal district court and that you will accept service of process • • Your physical or electronic signature d. Submission of Ideas You are submitting your Idea on a voluntary, non-confidential and gratuitous basis • You grant Taxify360 and its designees a perpetual, irrevocable, non-exclusive, fully-paid up and royalty-free license to use any • Subject to our Privacy Policy (https://taxify360.com/privacy), you agree that we have no responsibility or liability for the deletion or failure to store any content maintained or transmitted on or through this Site. You acknowledge that we reserve the right to remove or terminate accounts which have not paid a subscription fee, that remain inactive for longer than 1 year, or in cases where you have violated one or more terms of this Agreement. In order to access some of the Services on this Site, you may be asked to set up an account and password. Our account registration page requests certain personal information from you ("Registration Info"). You will have the ability to maintain and periodically update your Registration Info as you see fit. By registering, you agree that all information provided by you as Registration Info is true and accurate and that you will maintain and update this information as required in order to keep it current, complete and accurate. Idea you submit without restrictions or payment • Taxify360 may already be working on the same or a similar Idea To the best of your knowledge, the Idea represents your own original work • Disclosing your Idea does not establish a confidential relationship • • Taxify360 has no obligation to develop or use your Idea You irrevocably release Taxify360 from any claims related to the Idea • You agree to defend and indemnify Taxify360 from any claims related to your Idea • 7. Data Stored on Our Servers 8. Privacy and Security a. Login Required If you register for an account on the Site, you agree that you are responsible for maintaining the security and confidentiality of your password, and that you are fully responsible for all activities or charges that are incurred under your account. Therefore, you must take reasonable steps to ensure that others do not gain access to your password and account. Our employees will never ask you for your password. Subject to our Privacy Policy (https://taxify360.com/privacy), you hereby grant us the right to disclose to third parties certain Registration Info about you. The information we obtain through your use of this Site, including your Registration Info, is subject to our Privacy Policy, which is specifically incorporated by reference into these Terms of Use. User accounts are non-transferable, and all users are obligated to take preventative measures to prohibit unauthorized users from accessing the website with his or her password. You may not assign these Terms, in whole or in part, or delegate any of your responsibilities hereunder to any third party. Any such attempted assignment or delegation will not be recognized by Taxify360 unless acknowledged by Taxify360 in writing. Taxify360 may, at any time and in its sole discretion, assign these Terms, in whole or in part, or delegate any of our rights and responsibilities under these Terms to any third party or entity. You may not share, sell, transfer, sublicense, or otherwise provide access to your account or the Services to any third party, except your direct employees or contractors acting on your behalf. Unauthorized sharing or resale of access constitutes a material breach. b. Passwords and Security c. Disclosure to Third-Party Affiliates d. Non-Transferability of User Account ALL CONTENT AND SERVICES ON THIS SITE ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, OR THE WARRANTY OF NON-INFRINGEMENT. WITHOUT LIMITING THE FOREGOING, WE MAKE NO WARRANTY THAT (A) THE CONTENT OR SERVICES WILL MEET YOUR REQUIREMENTS, (B) THE CONTENT, SERVICES OR SITE WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE, (C) THE RESULTS THAT MAY BE OBTAINED FROM THE USE OF THE CONTENT OR SERVICES OFFERED WILL BE EFFECTIVE, ACCURATE OR RELIABLE, OR (D) THE QUALITY OF ANY CONTENT OR SERVICES PURCHASED OR OBTAINED BY YOU FROM THE SITE FROM US OR OUR AFFILIATES WILL MEET YOUR EXPECTATIONS OR BE FREE FROM MISTAKES, ERRORS OR DEFECTS. THIS SITE COULD INCLUDE TECHNICAL OR OTHER MISTAKES, INACCURACIES OR TYPOGRAPHICAL ERRORS. WE MAY MAKE CHANGES TO THE CONTENT AND SERVICES AT THIS SITE, INCLUDING THE PRICES AND DESCRIPTIONS OF ANY PRODUCTS OR SERVICES LISTED HEREIN, AT ANY TIME WITHOUT NOTICE. THE USE OF THE SERVICES OR THE DOWNLOADING OR OTHER ACQUISITION OF ANY PRODUCTS OR CONTENT THROUGH THIS SITE IS DONE AT YOUR OWN DISCRETION AND RISK AND WITH YOUR AGREEMENT THAT YOU WILL BE SOLELY RESPONSIBLE FOR ANY DAMAGE TO YOUR COMPUTER SYSTEM OR LOSS OF DATA THAT RESULTS FROM SUCH ACTIVITIES. Through your use of the Site, you may have the opportunities to engage in commercial transactions with other users and vendors. You acknowledge that all transactions relating to any products or services provided by any third party are solely between the seller of such merchandise and you. WE MAKE NO WARRANTY REGARDING ANY TRANSACTIONS EXECUTED THROUGH A THIRD PARTY, OR IN CONNECTION WITH 9. Disclaimer THIS SITE, AND YOU UNDERSTAND AND AGREE THAT SUCH TRANSACTIONS ARE CONDUCTED ENTIRELY AT YOUR OWN RISK. WE RESERVE THE SOLE RIGHT TO EITHER MODIFY OR DISCONTINUE THE SITE, INCLUDING ANY SERVICES OR FEATURES THEREIN, AT ANY TIME WITH OR WITHOUT NOTICE TO YOU. WE SHALL NOT BE LIABLE TO YOU OR ANY THIRD PARTY SHOULD WE EXERCISE SUCH RIGHT. SOME STATES OR JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF CERTAIN WARRANTIES, SO SOME OF THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU. PLEASE CONSULT THE LAWS IN YOUR JURISDICTION. Your exclusive remedy and our entire liability, if any, for any claims arising out of these Terms and your use of this Site shall be limited to the amount you paid us for Services purchased on the Site during the 3 month period before the act giving rise to the liability. IN NO EVENT SHALL WE OR OUR AFFILIATES BE LIABLE TO YOU OR ANY THIRD PARTY FOR ANY SPECIAL, PUNITIVE, INCIDENTAL, INDIRECT OR CONSEQUENTIAL DAMAGES OF ANY KIND, OR ANY DAMAGES WHATSOEVER, INCLUDING, WITHOUT LIMITATION, THOSE RESULTING FROM LOSS OF USE, DATA OR PROFIT LOSS, WHETHER OR NOT WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, AND ON ANY THEORY OF LIABILITY, ARISING OUT OF OR IN CONNECTION WITH THE USE OF THIS SITE OR OF ANY WEBSITE REFERENCED OR LINKED TO FROM THIS SITE. FURTHER, WE SHALL NOT BE LIABLE IN ANY WAY FOR THIRDPARTY PROMISES REGARDING OUR SERVICES OR CONTENT OR FOR ASSISTANCE IN CONDUCTING COMMERCIAL TRANSACTIONS WITH THE THIRD PARTY THROUGH THIS SITE, INCLUDING WITHOUT LIMITATION THE PROCESSING OF ORDERS. 10. Limitation of Liability and Indemnification SOME JURISDICTIONS PROHIBIT THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, SO THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU. PLEASE CONSULT THE LAWS IN YOUR JURISDICTION. You agree to defend, indemnify, and hold us and our Affiliates against all demands, claims, actions, proceedings, damages, liabilities, losses, fees, costs or expenses (including without limitation reasonable attorneys' fees) directly or indirectly arising from or in any way connected with: 1. Use of or reliance on information or data supplied by you 2. Any breach of or default under the terms or conditions of this Agreement by you 3. The wrongful use or possession of any Taxify360 property by you 4. Any negligence, gross negligence or willful misconduct by you or your employees or agents 5. Any disputes between (i) you and other users, (ii) you and your client(s), and (iii) your clients You agree that we may, at our sole discretion, terminate or suspend your access to all or part of the Site with or without notice and for any reason, including, without limitation, breach of these Terms. Any suspected fraudulent, abusive or illegal activity may be grounds for barring your access to this Site, and reporting you to the proper authorities, if necessary. Upon termination, all rights granted to you immediately cease, including access to the platform, automations, snapshots, workflows, funnels, and any stored data. Taxify360 is not responsible for retaining, exporting, or recovering any user data following termination. You are responsible for exporting your data before termination. 11. Termination of Use a. Grounds for Termination b. No Right to Services Upon Termination If you, for any reason, would like to terminate your access to our Site or make adjustments, Taxify360 requires written notice at least 30 days before your next billing date. Notice should be sent to [email protected]. Taxify360 has limited access to subscriptions not directly purchased from us. Any user who has been given access to our Site by any party other than Taxify360 must contact the party who originally provided access to our Site for any inquiries related to termination. You are solely responsible for ensuring that your use of the Services complies with all applicable laws, regulations, and platform policies, including but not limited to: Taxify360 does not provide legal advice and is not responsible for your compliance. You agree to obtain all necessary consents and maintain proper records of consent before sending marketing communications to any individual. c. How to Terminate or Make Adjustments d. No Termination by Third-Party Users 12. Compliance Requirements a. TCPA and Marketing Compliance • Telephone Consumer Protection Act (TCPA) • CAN-SPAM Act • General Data Protection Regulation (GDPR) where applicable California Consumer Privacy Act (CCPA) and similar state privacy laws • • Meta (Facebook) advertising policies • Consumer protection laws • Tax preparation and financial services regulations If you use the Services to provide tax preparation, tax advisory, or related financial services, you represent and warrant that you possess all necessary licenses, credentials, certifications, and insurance required by applicable federal, state, and local laws. You are solely responsible for maintaining compliance with all professional standards and regulatory requirements applicable to your profession. When you provide access to our Site to any other parties, including your clients, you must implement and enforce your own Privacy Policy, providing a level of protection at least equal to that provided to you by Taxify360. You must obtain consent from your clients, affirmatively acknowledging that your clients agree to be bound by your privacy policy. Personally identifiable information or aggregate information that you provide will be handled in accordance with Taxify360's Privacy Policy (https://taxify360.com/privacy). Although this Site may be accessible worldwide, we make no representation that materials on this Site are appropriate or available for use in locations outside the United States. Those who choose to access this Site from other locations do so on their own initiative and at their own risk. If you choose to access this Site from outside the United States, you are responsible for compliance with local laws in your jurisdiction, including but not limited to, the taxation of products purchased over the Internet. b. Tax Professional Licensing c. Client Data Protection 13. Miscellaneous Provisions a. Privacy b. International Use This Site (excluding any third-party websites) is controlled by us from our offices in the United States, and the statutes and laws of the State of Texas shall be controlling, without regard to the conflicts of laws principles thereof. You agree and hereby submit to the exclusive personal jurisdiction and venue of the state or federal courts located in Dallas County, Texas with respect to any disputes arising from these Terms. All notices to a party shall be in writing and shall be made via email. Notices to us must be sent to the attention of Customer Service at [email protected]. You agree to allow us to submit notices to you either through the email address provided, or to the address we have on record. Any notices or communication under these Terms will be deemed delivered to the party receiving such communication (1) on the delivery date if delivered personally to the party; (2) two business days after deposit with a commercial overnight carrier, with written verification of receipt; (3) five business days after the mailing date, if sent by U.S. mail, return receipt requested; or (4) on the delivery date if transmitted by confirmed email. In addition to any excuse provided by applicable law, we shall be excused from liability for non-delivery or delay in delivery of products and Services available through our Site arising from any event beyond our reasonable control, whether or not foreseeable by either party, including but not limited to: labor disturbance, war, fire, accident, adverse weather, inability to secure transportation, governmental act or regulation, pandemic, epidemic, and other causes or events beyond our reasonable control. c. Governing Law d. How to Send Notices to Taxify360 e. Force Majeure If any part of these Terms is held invalid or unenforceable, that portion shall be construed in a manner consistent with applicable law to reflect, as nearly as possible, the original intentions of the parties, and the remaining portions shall remain in full force and effect. Any failure by us to enforce or exercise any provision of these Terms or related rights shall not constitute a waiver of that right or provision. These terms and conditions constitute the entire agreement and understanding between the parties concerning the subject matter hereof and supersedes all prior agreements and understandings of the parties with respect thereto. These Terms may NOT be altered, supplemented, or amended by the use of any other document(s). To the extent that anything in or associated with this Site is in conflict or inconsistent with these Terms, these Terms shall take precedence. Any dispute, controversy, or claim arising out of or relating to these Terms or the breach, termination, enforcement, interpretation, or validity thereof, including the determination of the scope or applicability of this agreement to arbitrate, shall be determined by binding arbitration in Dallas County, Texas before one arbitrator. The arbitration shall be administered by JAMS pursuant to its Comprehensive Arbitration Rules and Procedures. Judgment on the award may be entered in any court having jurisdiction. This clause shall not preclude parties from seeking provisional remedies in aid of arbitration from a court of appropriate jurisdiction. You agree that any arbitration or proceeding shall be limited to the dispute between Taxify360 and you individually. To the full extent permitted by law, (a) no arbitration or proceeding shall be joined with any other; (b) there is no right or authority for any dispute to be f. Savings Clause g. No Waiver h. Entire Agreement i. Arbitration Agreement j. Class Action Waiver arbitrated or resolved on a class-action basis or to utilize class action procedures; and (c) there is no right or authority for any dispute to be brought in a purported representative capacity on behalf of the general public or any other persons. For questions, concerns, or support regarding these Terms of Service or the Taxify360 platform, please contact us at: Taxify360 LLC Email: [email protected] Website: https://taxify360.com Effective Date: March 2, 2026 By using the Taxify360 Services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service. 14. Contact Information