Fair Use Policy for TaxPro Reply (Last Updated: 02/24/2025)

This Fair Use Policy ("Policy") governs your use of the TaxPro Reply service ("Service") to ensure equitable access and operational integrity for all subscribers. By using the Service, you agree to comply with this Policy, in addition to our Terms and Conditions. Failure to adhere to these guidelines may result in account suspension or termination.

1. Purpose

The Service is designed to support tax professionals in managing their workflows efficiently. This Policy establishes reasonable limits to prevent misuse, overuse, or actions that could impair the Service’s performance or availability for other users.

2. Permitted Use

You may use the Service for legitimate tax-related activities, including:

Accessing tools and resources provided within your subscription plan.

Managing client data in accordance with applicable laws and our Privacy Policy.

Use must align with the scope of your annual subscription and any additional features purchased.

3. Prohibited Use

To maintain Service quality, the following actions are prohibited:

Excessive Usage: Consuming resources (e.g., bandwidth, storage, or processing) beyond reasonable levels for a single user, as determined by TaxPro Reply, such as automated mass data uploads unrelated to typical tax workflows.

Unauthorized Sharing: Allowing multiple individuals or entities to access the Service under a single user account, unless expressly permitted by your subscription.

Illegal Activities: Using the Service for unlawful purposes or to process data that violates tax, privacy, or other regulations.

System Interference: Attempting to bypass security measures, reverse-engineer the Service, or disrupt its functionality.

4. Monitoring and Enforcement

We reserve the right to monitor usage patterns to ensure compliance with this Policy. If we identify potential misuse:

We will notify you via email and provide an opportunity to adjust your usage within 7 days.

Failure to comply may lead to temporary suspension or permanent termination of your account, at our discretion.

You remain responsible for any fees accrued prior to enforcement actions.

5. Fair Use Thresholds

While most subscribers operate within reasonable limits, we may establish specific caps (e.g., number of returns processed or data storage) based on your subscription tier. These thresholds will be communicated in your account dashboard or upon request. Exceeding them may require an upgrade to a higher plan or additional fees.

6. Exceptions

If your business requires usage beyond standard limits (e.g., high-volume client marketing), contact us to discuss tailored solutions. We aim to accommodate legitimate needs while preserving Service stability.

7. Modifications

We may update this Policy to reflect changes in the Service or operational needs. Revised versions will be posted here, and you will be notified via email or within the Service. Continued use of the Service constitutes acceptance of the updated Policy.

8. Contact Us

For questions or to discuss your usage under this Policy, please contact us at support@taxproreply.com