Terms of Service

1. Introduction and Acceptance

These Terms of Service govern access to and use of services provided by TaxPilotra. By requesting, purchasing, reviewing, accepting, or using any service, proposal, document, software deliverable, automation plan, consulting material, technical specification, integration guidance, or related communication provided by TaxPilotra, you agree to be bound by these Terms.

TaxPilotra provides automated tax system services, including tax calculation module development, tax rule engine design, tax automation process consulting, and tax data integration through application programming interfaces. These services are technical, operational, and software-focused in nature. They are not a substitute for legal advice, certified tax advice, public accounting advice, audit representation, or regulatory filings performed by a licensed professional.

2. Scope of Services

TaxPilotra may provide one or more of the following services depending on the applicable statement of work, written project confirmation, invoice, project brief, or other written agreement:

• Development of calculation modules for automated tax workflows.
• Design and technical planning of tax rule engines, rule libraries, conditional logic, and data validation layers.
• Consulting regarding tax process automation, workflow mapping, operational requirements, and implementation planning.
• Integration of tax-related data through APIs, internal systems, billing platforms, finance tools, ERP environments, e-commerce systems, or other approved systems.
• Preparation of technical documentation, functional specifications, rule maps, data flow diagrams, and implementation guidance.
• Testing support, review of expected system behavior, and assistance with deployment planning.

Unless expressly stated in writing, TaxPilotra does not provide tax return preparation, tax filing, tax representation, bookkeeping, accounting certification, audit defense, legal interpretation of tax statutes, or final tax position approval.

3. Client Responsibilities

The client is responsible for providing accurate, complete, current, and lawfully obtained information needed for TaxPilotra to perform the requested services. This may include business requirements, transaction examples, tax categories, product mappings, exemption data, jurisdiction assumptions, system access details, API documentation, historical workflow descriptions, and other project inputs.

The client remains responsible for reviewing all outputs, confirming business requirements, validating tax assumptions with qualified tax professionals, approving production use, and ensuring that any implemented system complies with applicable laws and internal policies. TaxPilotra may assist with technical design and automation planning, but the client retains final responsibility for business use and compliance outcomes.

4. Proposals, Statements of Work, and Project Changes

Services may be described in a proposal, invoice, written scope, project brief, email confirmation, or statement of work. The scope controls the deliverables, timeline, pricing, project assumptions, and responsibilities for a specific engagement. If a requested task is not included in the accepted scope, TaxPilotra may treat it as a change request.

Change requests may affect pricing, schedule, resource allocation, deliverables, dependencies, and technical feasibility. TaxPilotra is not required to begin additional work unless the change request is confirmed in writing or otherwise accepted through a paid invoice or project approval.

5. Fees, Billing, and Payment

Fees are determined by the applicable scope, project complexity, technical requirements, data environment, integration requirements, and estimated effort. TaxPilotra may charge fixed project fees, milestone fees, discovery fees, consulting retainers, hourly fees, or recurring support fees.

Unless otherwise stated in writing, invoices are due according to the terms shown on the invoice. Work may be paused, delayed, or withheld if payment is late, incomplete, disputed without reasonable support, or subject to unresolved billing issues. Client delays in providing required materials may also affect delivery schedules.

6. Deliverables and Acceptance

Deliverables may include code, documentation, specifications, workflow maps, API plans, architecture diagrams, configuration recommendations, calculation logic, rule maps, or other work product described in the applicable scope. Deliverables are deemed accepted when the client approves them, uses them in business operations, fails to provide written objections within a reasonable review period, or otherwise indicates acceptance through conduct.

If the client identifies a material issue within the agreed scope, TaxPilotra will make commercially reasonable efforts to correct the issue. Requests that exceed the original scope, introduce new requirements, involve third-party system changes, or require new assumptions may require additional fees.

7. Software, Code, and Technical Limitations

Software and automation deliverables depend on the accuracy of provided data, the stability of connected systems, third-party API availability, hosting conditions, access permissions, and client-side implementation decisions. TaxPilotra does not guarantee that any software or automation deliverable will be uninterrupted, error-free, compatible with every future platform update, or suitable for unreviewed use cases.

The client should test all software deliverables in a controlled environment before production deployment. Production use should include appropriate monitoring, backups, security controls, access controls, and professional review of tax logic.

8. Tax and Compliance Disclaimer

TaxPilotra provides software development, automation architecture, technical consulting, and process support. TaxPilotra does not act as a certified public accountant, tax attorney, enrolled agent, auditor, or official tax authority. Any tax logic, rule structure, workflow recommendation, or calculation framework must be reviewed and approved by the client and, where appropriate, by qualified tax professionals.

The client is solely responsible for determining whether tax rates, exemptions, filings, reports, registrations, nexus positions, taxability decisions, and compliance processes are correct and legally appropriate.

9. Third-Party Systems and APIs

Projects may involve third-party systems, APIs, software platforms, databases, cloud providers, tax data vendors, payment systems, billing tools, ERP platforms, or other external services. TaxPilotra is not responsible for outages, pricing changes, rate limits, data inaccuracies, permission restrictions, documentation errors, security incidents, deprecated endpoints, or service limitations caused by third parties.

The client is responsible for maintaining valid accounts, licenses, credentials, access permissions, and contractual rights for any third-party service used in the project.

10. Confidentiality

Each party may receive confidential information from the other party. Confidential information may include business processes, technical architecture, credentials, financial data, internal documents, client records, project plans, source code, API keys, rule structures, pricing information, and non-public operational details.

The receiving party agrees to use confidential information only for the purpose of performing or receiving the services and to protect it using reasonable safeguards. Confidentiality obligations do not apply to information that becomes public through no fault of the receiving party, was already known lawfully, is independently developed without use of confidential information, or must be disclosed by law.

11. Data Access and Security

The client should avoid providing unnecessary sensitive data. When access to systems or datasets is required, the client should provide the minimum access necessary for the applicable project. TaxPilotra may recommend data minimization, credential rotation, restricted access, non-production test data, or other safeguards.

No method of digital storage or transmission is completely secure. TaxPilotra will use commercially reasonable safeguards, but the client remains responsible for its internal security posture, user permissions, access management, data classification, backup policies, and legal obligations regarding personal or regulated data.

12. Intellectual Property

Unless otherwise agreed in writing, TaxPilotra retains ownership of its pre-existing materials, methods, frameworks, templates, reusable code libraries, generic know-how, internal tools, development processes, and non-client-specific intellectual property. Upon full payment, the client receives the rights described in the applicable scope for the specific deliverables created for that client.

The client may not resell, redistribute, sublicense, publish, reverse engineer, or commercialize TaxPilotra materials except as expressly permitted in writing. TaxPilotra may use general skills, knowledge, ideas, concepts, and experience gained during the project, provided it does not disclose client confidential information.

13. Limitation of Liability

To the fullest extent permitted by law, TaxPilotra is not liable for indirect, incidental, special, consequential, exemplary, or punitive damages, including lost profits, lost revenue, lost business opportunities, loss of data, tax penalties, regulatory consequences, or business interruption, even if advised of the possibility of such damages.

To the fullest extent permitted by law, TaxPilotra’s total liability for any claim arising from or relating to the services is limited to the amount paid by the client for the specific service giving rise to the claim during the three months preceding the event that caused the claim.

14. No Guarantee of Results

TaxPilotra may describe expected benefits such as improved workflow clarity, reduced manual work, better data movement, or improved calculation traceability. These statements are not guarantees. Actual outcomes depend on client systems, data quality, implementation decisions, internal adoption, third-party services, changing tax requirements, and business operations.

15. Termination

Either party may terminate a project according to the applicable scope or written agreement. If no project-specific termination terms apply, the client remains responsible for fees incurred, work completed, reserved project time, approved milestones, third-party costs, and non-cancelable commitments up to the effective termination date.

TaxPilotra may suspend or terminate services if the client fails to pay, misuses deliverables, requests unlawful work, refuses necessary cooperation, provides unsafe or unauthorized access, or violates these Terms.

16. Governing Law and Dispute Resolution

These Terms are governed by the laws of the State of Colorado, without regard to conflict of law principles. The parties agree to attempt to resolve disputes in good faith before initiating formal proceedings. If a dispute cannot be resolved informally, it may be brought in a court of competent jurisdiction located in Colorado, unless another venue is required by applicable law.

17. Updates to These Terms

TaxPilotra may update these Terms from time to time. Updated Terms apply when posted or otherwise provided, unless a separate written agreement states otherwise. Continued use of services after an update constitutes acceptance of the updated Terms.