Terms and Conditions for TSG ProAdvisors of 10X Tax Pro



These terms and conditions outline the professional agreement between 10X Tax Pro (referred to as "Company") and an individual TSG ProAdvisor participating in the TSG ProAdvisor membership platform. This document governs the relationship, rights, and responsibilities between 10X Tax Pro and the TSG ProAdvisor.


End User License Agreement (EULA)

This End User License Agreement (EULA) governs your use of the software and services provided by 10X Tax Pro through the TSG ProAdvisor platform. By accessing or using the software and services, you agree to comply with the terms of this EULA, as well as any other agreements between you and 10X Tax Pro.

 1. License Grant
10X Tax Pro grants you a limited, revocable, non-exclusive, non-transferable license to access and use its software solely for tax preparation and associated services as a TSG ProAdvisor. This license is contingent upon your compliance with payment requirements and adherence to Company policies and guidelines. Any attempt to sublicense, transfer, or grant access to the software to unauthorized parties is strictly prohibited.

2. Permitted Use and Restrictions
You are permitted to use the software only for legitimate tax preparation, and related financial services as outlined in your agreement with 10X Tax Pro. The following actions are prohibited:

   - Reverse-engineering, decompiling, or disassembling the software.
   - Modifying, altering, or creating derivative works based on the software.
   - Using the software to engage in fraudulent or unlawful activities.

 3. Ownership and Intellectual Property
All intellectual property rights in the software, educational materials and services provided by 10X Tax Pro remain the exclusive property of the Company. Your license grants no ownership rights to you. Any unauthorized use of Company intellectual property, including trademarks, trade names, or copyrighted materials, constitutes a violation of this EULA and may result in legal action and immediate termination of access to all platforms.

4. Technical Support and Mentorship
We are committed to empowering our members with the resources and guidance they need to succeed. To maintain the highest level of quality and effectiveness, our Technical Support and Mentorship Team are limited to solutions and tools provided directly by our company. 

These include, but are not limited to:

Tax Software
Learning Management System (LMS)
Scope of Support

Our team will gladly assist you with:

Support and mentorship services do not extend to:
- Third-party tools or software not provided or recommended by TSG ProAdvisor
- Custom integrations or modifications of company-provided solutions performed independently

This policy ensures that our team can dedicate its expertise to maximizing the value and functionality of the tools we provide, helping you achieve the greatest success within the framework of our membership offerings.


5. Software Updates and Modifications
10X Tax Pro reserves the right to modify, update, or discontinue the software or any feature within it at any time. The Company may provide updates to address security issues or improve functionality. You agree to implement any updates or modifications within a reasonable time to ensure compliance with Company and IRS standards.

 6. Data Protection and Privacy
10X Tax Pro is committed to protecting client data accessed through the software in compliance with applicable privacy laws and regulations. You agree to use client data solely for the purpose of providing tax preparation and related services, following all guidelines for data handling as set forth by the Company. Unauthorized use or disclosure of client data may result in termination of this agreement and legal liability.

10X Tax Pro takes reasonable precautions to protect client information; however, the TSG ProAdvisor is solely responsible for safeguarding client data accessed or stored through the TSG ProAdvisor platform. In the event of a data breach affecting client information due to TSG ProAdvisor’s actions, negligence, failure to implement adequate security measures, or any third-party attack, 10X Tax Pro shall not be held liable for any resulting damages, losses, or legal claims arising from such an incident.
TSG ProAdvisors are required to follow best practices for data security, including secure storage, password protection, and regular monitoring to prevent unauthorized access to sensitive client data. Any costs, damages, or legal consequences related to a breach of client data are the sole responsibility of the TSG ProAdvisor, who agrees to indemnify and hold 10X Tax Pro harmless in such instances.

7. Termination
This license is effective until terminated. Your rights under this EULA will terminate automatically without notice from the Company if you fail to comply with any provision of this agreement or other agreements with 10X Tax Pro. Upon termination, you must cease all use of the software and destroy any copies in your possession.

 8. Limitation of Liability
To the maximum extent permitted by law, 10X Tax Pro shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenues, whether incurred directly or indirectly, or any loss of data, use, goodwill, or other intangible losses, resulting from (i) your use or inability to use the software, (ii) any unauthorized access to or use of the software, or (iii) any unauthorized distribution or modification of the software.

9. Indemnification
TSG ProAdvisor agrees to indemnify, defend, and hold harmless 10X Tax Pro, its affiliates, officers, directors, employees, agents, and representatives from and against any and all claims, liabilities, damages, losses, expenses, and costs (including reasonable attorney’s fees) arising out of or related to:
Data Breaches: Any data breach, unauthorized access, or disclosure of client information due to the TSG ProAdvisor’s actions, negligence, or failure to implement adequate security measures as required under this agreement.
Violations of Law: Any violation of applicable federal, state, or local laws, regulations, or guidelines related to data protection, tax preparation, or any services provided through the TSG ProAdvisor platform.
Misuse of Client Information: Any unauthorized use or misuse of client information by the TSG ProAdvisor, including but not limited to using client data outside the scope of services provided by 10X Tax Pro.
Third-Party Claims: Any claims, disputes, or legal actions brought by third parties, including clients, arising from the TSG ProAdvisor’s failure to comply with the terms of this agreement or applicable laws.
The TSG ProAdvisor’s indemnification obligations will survive the termination of this agreement and apply even if claims, losses, or damages are discovered or incurred after the agreement ends.

 Compliance with Laws and Regulations

TSG ProAdvisors must adhere to all relevant federal, state, and local laws, including IRS regulations, data privacy laws, and financial disclosure requirements. Failure to comply may result in immediate termination of this agreement.

 Confidentiality

TSG ProAdvisors must maintain the confidentiality of 10X Tax Pro’s proprietary information, client data, and any other sensitive information accessed through the platform. Disclosure of confidential information without authorization is grounds for termination and may lead to legal action.

 Non-Solicitation and Non-Compete Clauses

Members agree not to solicit other members or establish competing services using Company resources for a period of 12 months following the termination of this agreement. This restriction includes the use of software, educational materials and training obtained through the TSG ProAdvisor platform.

Termination Rights
Either party may terminate this agreement by providing written notice. Upon termination, TSG ProAdvisors must return all Company property and cease access to the software. If the TSG ProAdvisor fails to meet compliance or payment obligations, 10X Tax Pro reserves the right to terminate the agreement without prior notice.
Service Provision

10X Tax Pro provides TSG ProAdvisors with electronic filing services, bank product services, and technical support, which are essential for the delivery of tax-related services to clients. Continued access to these services is contingent upon the TSG ProAdvisor’s adherence to payment schedules and compliance with all applicable policies.

Integrated Banking Partner Requirement

For any tax returns processed with bank products, TSG ProAdvisors must use an Integrated Banking Partner designated by 10X Tax Pro. Non-compliance with this requirement may result in immediate discontinuation of software and services provided by the Company.

Membership and Fees

Members are required to have a current paid membership which is paid for in advance. This Agreement is personal to the member and may not be reassigned, transferred or otherwise disposed of by the member.  Applicants for membership must be at least 18 years old. The member may cancel the membership at any time by giving written notice of 2 weeks (10 business days) before the next billing date for a full refund. Annual memberships must submit written notice within 2 weeks (10 business days) from initial membership payment or 2 weeks prior to annual renewal billing date.

All electronically filed tax returns up to 3 years prior, as well as W-7 submissions—whether e-filed or mailed—are subject to a service bureau fee of $29.95 and $69.95 for business returns (Forms 1120, 1120S, 1065, 990 etc). TSG ProAdvisors are responsible for ensuring timely payment of these fees. Failure to remit service bureau fees may result in suspension of software access or termination of TSG ProAdvisor status.

Invoices for e-filed tax returns and W-7 submissions will be submitted to the members on Mondays for all qualifying returns processed the week prior, i.e. Sunday to Saturday. These invoices will be automatically drafted to the payment method on file thenFriday of the same week the invoice is sent out.

The member agrees to the fee structure established by 10X Tax Pro, including setup fees, recurring service bureau fees, and any applicable penalties for late payments. Failure to pay fees may lead to account suspension or termination.

Prohibition on Mailing Tax Returns

TSG ProAdvisors are prohibited from mailing tax returns as a means of avoiding service bureau fees. Mailing tax returns to circumvent electronic filing is against IRS guidelines and is considered a breach of 10X Tax Pro policies. Engaging in such practices may lead to immediate termination of membership and revocation of TSG ProAdvisor rights.

Data Security Requirements

Members must follow data security practices, including using strong passwords, securing login credentials, and encrypting client data where applicable. Any data breach due to negligence may result in disciplinary action, including termination.

 Account Suspension and Reinstatement

10X Tax Pro reserves the right to suspend accounts for non-payment, non-compliance, or policy violations. Suspended accounts may be reinstated once compliance or payment is confirmed, subject to the Company’s discretion.

Dispute Resolution and Governing Law

This agreement shall be governed by the laws of the state of [Insert State]. Any disputes arising under this agreement shall be resolved through mediation or arbitration before resorting to litigation.

Disclaimer of Warranties

10X Tax Pro provides the software and services "as-is," with no warranty of performance or uninterrupted access. The Company disclaims all warranties, express or implied, to the fullest extent permitted by law.

Modification of Terms

10X Tax Pro reserves the right to modify these Terms and Conditions and the EULA at any time. The Company will notify TSG ProAdvisors of any changes, and continued use of the software signifies acceptance of the updated terms.

Tax Compliance and IRS Reporting Requirements
TSG ProAdvisors are responsible for adhering to IRS reporting and compliance standards when handling client data and preparing tax documents. Failure to comply may result in termination of access to the TSG ProAdvisor platform.

Membership Cancellation Policy

Upon cancellation of your TSG ProAdvisor membership, all access to member resources—including the learning management platform, tax software, tools, and any additional services such as the membership add-on webpage—will be terminated within five (5) business days of the processed request.
We strongly recommend that you back up any important data or files prior to submitting your cancellation request, as 10X Tax Pro will not be responsible for any data loss after access is terminated.
Membership fees are non-refundable. Cancellations will remain effective through the end of the current billing period.

EFIN Release Policy

All Electronic Filing Identification Numbers (EFINs) registered or operated under the 10X Tax Pro Service Bureau are governed by our internal compliance and partnership agreements.
Upon cancellation of membership, 10X Tax Pro will not issue an EFIN release, transfer authorization, or re-assignment to any third party, including software providers or their affiliates.
Members acknowledge that once any tax return has been transmitted using their EFIN through the 10X Tax Pro software platform, that EFIN is considered active under the 10X Tax Pro Service Bureau relationship. Use of the EFIN within this platform establishes participation in the Service Bureau network, which is non-transferable. Members may not use this EFIN to establish or transition to a direct relationship with the same software provider or its resellers. This restriction remains in effect during the one (1) year non-solicitation period from cancellation.
This policy is designed to protect the integrity of 10X Tax Pro’s partnerships, pricing structures, and compliance obligations with affiliated vendors and service providers.

Non-Solicitation and Vendor Protection

Upon cancellation, you agree that you will not, directly or indirectly, engage, hire, or contract with any developers, contractors, vendors, or service providers affiliated with 10X Tax Pro for a period of one (1) year from the date of cancellation.
This restriction is intended to maintain the security and exclusivity of our proprietary resources, vendor relationships, and service offerings.

Acknowledgment

By submitting a cancellation request, you acknowledge and accept the terms of this policy, including the restrictions on access, EFIN releases, contact with affiliated vendors, and the non-refundable nature of your membership fees.

Membership Agreement Duration and Renewal

The term of this Membership Agreement shall be one (1) year and shall automatically renew on the anniversary date of the contract unless either party provides written notice of termination at least thirty (10) days prior to the renewal date. If the In-House Financing option is selected, the Member remains fully responsible for all remaining payments due under this Agreement until the complete fulfillment of the contract, regardless of any cancellation or termination.




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