Legal

Terms of Service

Last updated: August 6, 2026

These Terms of Service govern your use of the public TaxRes CRM website located at taxrescrm.net, including its informational pages, contact forms, scheduling links, and product-demonstration materials.

By using the website, you agree to these terms. If you do not agree, do not use the website.

These website terms do not replace a separate subscription agreement, order form, data-processing agreement, or professional-services agreement entered into between you and TaxRes CRM.

About TaxRes CRM

TaxRes CRM is software designed for professionals who manage tax-resolution matters. The public website provides information about the product and allows interested firms to contact us or schedule a demonstration. The website itself does not provide legal advice, tax advice, accounting advice, or taxpayer representation.

Eligibility

You may use the website only if you are legally able to enter into a binding agreement, use the website for lawful business or professional purposes, provide accurate information when submitting a form or scheduling a demonstration, and do not use the website to harm another person or interfere with its operation. The website is intended primarily for tax professionals, accounting firms, law firms, and related business users.

Acceptable use

You may not attempt to gain unauthorized access to the website, application, accounts, systems, or data; probe or test the security of the website without written authorization; introduce malware, automated attacks, or harmful files; use bots or scraping tools that burden or disrupt the website; misrepresent your identity or authority; submit information belonging to another person without authorization; use the website to violate a law or third-party right; or attempt to reverse engineer non-public product functionality from demonstration materials.

Demonstrations and appointments

You may schedule a product demonstration through the website's booking system. You agree to provide accurate contact and appointment information. We may reschedule, decline, or cancel a demonstration when reasonably necessary. Booking a demonstration does not create a customer relationship, subscription, or obligation to purchase.

Product information

We work to keep website information accurate and current. The CRM changes regularly as features are tested and refined through real practice use. Website descriptions, screenshots, demonstrations, and feature summaries are provided for general information and may not reflect every configuration, limitation, dependency, or future change.

A feature described on the website may depend on account configuration, third-party services, communications providers, payment providers, accounting platforms, government enrollment or approval, or a separate subscription or usage charge. Specific subscription rights and obligations will be stated in the applicable customer agreement.

No professional advice

Nothing on the website is legal, tax, accounting, cybersecurity, or compliance advice. Product examples may refer to transcripts, CSEDs, notices, liens, Forms 2848 or 8821, collection matters, or other tax-resolution mechanics. These examples explain how the software organizes work. They are not instructions for handling a specific taxpayer's matter. You remain responsible for your professional judgment, client engagements, filings, deadlines, and compliance obligations.

Intellectual property

The website, product name, design, copy, graphics, screenshots, demonstrations, workflows, and other original materials are owned by or licensed to TaxResCRM Corp. You may view and use the website for internal evaluation of TaxRes CRM. You may not reproduce, publish, sell, license, modify, or distribute protected website materials without written permission, except where applicable law permits otherwise.

Feedback

You may provide comments, questions, ideas, or feature suggestions. You agree that we may use general feedback to maintain or improve TaxRes CRM without payment or obligation to you. Do not submit confidential client information, taxpayer information, or material you do not have permission to share.

Third-party services and links

The website may link to the TaxRes CRM application or services operated by third parties. Those services may have separate terms and privacy policies. TaxRes CRM is not responsible for third-party websites, systems, availability, content, or practices.

Website availability

We may change, suspend, restrict, or discontinue any part of the public website at any time. We do not guarantee that the website will always be available, uninterrupted, secure, or free from errors.

Disclaimer of warranties

To the extent permitted by law, the public website and its content are provided "as is" and "as available." We disclaim warranties that are not expressly stated in a written agreement, including implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement.

Limitation of liability

To the extent permitted by law, TaxResCRM Corp will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages arising from use of the public website, including loss of profits, business opportunities, data, goodwill, or anticipated savings. This section should be reviewed and adjusted by counsel based on the legal entity, governing state, and customer contract structure.

Indemnification

To the extent permitted by law, you agree to defend and indemnify TaxResCRM Corp against claims, losses, liabilities, and expenses arising from your unlawful use of the website, information you submit without authorization, your violation of these terms, or your violation of another person's rights. This provision should be confirmed by counsel before publication.

Governing law and disputes

These terms are governed by the laws of the State of Florida, without regard to conflict-of-law principles. Any dispute relating to the public website will be handled in the state or federal courts located in Palm Beach County, Florida, unless a written agreement between the parties states otherwise. This section must be completed after the legal entity and preferred venue are confirmed.

Changes to these terms

We may update these Terms of Service as the website, product, or legal requirements change. Updated terms will be posted on this page with a revised "Last updated" date. Your continued use of the website after an update means you accept the revised terms.

Contact

TaxResCRM Corp
238 Evergreen Dr
Lake Park, FL 33403
Email: info@taxrescrm.net