Terms of Service

Version: draft of November 9, 2026. These terms are a working draft. Text in [square brackets] is still open.

1. Who we are

Taxporch is provided by WS SOLUTIONS LLC, a Wyoming limited liability company ("we", "us"). Contact: support@taxporch.com. These terms are between us and the firm that signs up ("you"). The person who signs up confirms they can bind the firm.

2. The service

Taxporch is a client portal and practice-management service for tax, accounting and bookkeeping firms. It includes a portal for your clients, document storage, requests, organizers, e-signatures, proposals, invoices and payments through your own Stripe account, pipelines, messages, time tracking, importers and data export. Features are described on our website; we may improve them over time, and we will not remove a core feature you pay for during your price-lock period without offering a pro-rata refund.

3. Plans, trial and payment

  • Plans. Solo ($690 a year or $69 a month, 1 user) and Team ($1,690 a year or $169 a month, up to 5 users). Both include unlimited clients. A "user" is a person who signs in to the firm side. Your clients never count as users.
  • KBA checks. Solo includes 100 identity checks for remote Form 8879 signing per subscription year, Team 300. Extra checks are $1 each, sold in prepaid packs that do not expire while your account is open.
  • Trial. 30 days free, without a payment card. If you don't subscribe, your account becomes read-only and you keep the right to export (section 9).
  • Billing. Annual plans are billed in advance for the year. Monthly plans are billed in advance each month and can be cancelled with effect from the end of the current month. Prices exclude taxes where taxes apply.
  • Refunds. You may cancel an annual plan within 30 days of first paying for it and receive a full refund. Otherwise fees are not refundable, except as stated in section 4.
  • Migration service. The self-serve importer is free. The optional done-for-you migration costs $299 once, and is free for Team annual plans signed by December 31, 2026.

4. Price lock

This section is a binding commitment, not marketing.

  1. Founding-firm lock. If you sign up for a paid plan by January 31, 2027, the price of your plan stays the same for 36 months from the start of your first paid term.
  2. Cap after the lock. After that, we may raise the price of your plan by at most 5% per year, and only with at least 90 days' written notice by email to the account owner.
  3. No re-metering. We will not move your plan to per-client, per-account or per-seat pricing (beyond the user limit of your plan) while you remain a subscriber.
  4. Monthly plans keep the lock and the cap as long as the subscription continues without a break.
  5. Remedy. If we charge you more than this section allows, we will refund the difference, and you may cancel and receive a pro-rata refund of any prepaid fees.
  6. The lock covers the plan price. It does not cover optional extras you choose to buy (extra KBA packs, done-for-you services), which are priced when you buy them, and it does not cover taxes or Stripe's own fees.

5. Your responsibilities

  • Keep your sign-in details and second factor safe, and remove access for people who leave your firm.
  • You decide which clients to invite and what to send them, and you are responsible for the content you and your clients upload.
  • You remain responsible for your own legal duties as a tax preparer and as a "financial institution" under the FTC Safeguards Rule, including your Written Information Security Plan, staff training, client identity checks for in-person and CRA signatures, your decision to transmit a return, and any IRC 7216 consents for uses beyond preparing the return. Taxporch helps you meet the parts of these duties that live in your client portal; it does not take them over.
  • Use the service lawfully. Don't upload malware, attack the service, try to reach other firms' data, resell the service, or use it to send unsolicited bulk email.

6. Client data and confidentiality

Your clients' information is yours. We process it only to provide the service to you, as set out in the Service Provider Addendum, which forms part of these terms. We do not sell it, use it for advertising, or use it to train machine-learning models. Our handling of information about you and your users as our customers is described in the Privacy Policy.

7. E-signatures

We provide tools to capture electronic signatures and evidence of the signing process, including the data elements listed in IRS Publication 1345 and an audit certificate. You choose the signing method for each document. We do not guarantee that the IRS, the CRA or any other authority will accept a particular signature in an individual case. Remote identity checks are performed by a third-party provider. Our Form 8879 and Form T183 sheets describe the process and its open questions.

8. Payments through Stripe

Client payments are processed by Stripe, Inc. on your own Stripe account. You accept Stripe's terms for connected accounts directly with Stripe, and you are the merchant of record for your clients' payments, including refunds, disputes and any ACH authorizations. Stripe charges its fees to you directly. We add no fee on top of Stripe's.

9. Export, termination and deletion

  • You can export all your data at any time, free: CSV files, every document, signed documents with their certificates, and the audit log.
  • You can close your account at any time. After closing, your data stays available for export for 60 days, then we delete it within 30 days, except records under a retention lock or legal hold you set, which we keep until the lock ends unless you instruct otherwise. Backups expire within 30 days after that. On request we confirm deletion in writing.
  • We may suspend the service if fees are more than 30 days overdue (after notice) or if your account is used in breach of section 5 in a way that threatens the service or others. During any suspension for non-payment you can still export your data.

10. Availability and support

We aim to keep the service available around the clock and to schedule maintenance outside US business hours, with extra care from January to April. Support is by email from US-based staff on business days. [Service levels and credits: to be decided.]

11. Warranties and liability

[To be completed with counsel. Open points: disclaimer of implied warranties; cap on liability (for example the fees paid in the 12 months before the claim); exclusion of indirect damages; whether security incidents and confidentiality breaches are carved out of the cap or carry a higher cap; indemnities in both directions.]

12. Changes to these terms

We may update these terms. We will email the account owner at least 30 days before a material change takes effect. Changes never override section 4 (price lock) to your disadvantage during your lock period.

13. General

[Governing law and venue: to be decided with counsel.] If a provision is unenforceable, the rest remains in effect. These terms, the Service Provider Addendum and any signed order form are the whole agreement; if they conflict, the order form wins, then the Addendum for client data, then these terms.