Terms and Conditions for TAX LIFELINE LLC

Last Updated: June 19, 2026

Welcome to TAX LIFELINE LLC ("TAX LIFELINE LLC," "we," "us," or "our"). These Terms and Conditions ("Terms") govern your access to and use of the website located at [email protected], including any associated subdomains, software, applications, services, communications, and related features provided by TAX LIFELINE LLC. By accessing, creating an account, purchasing a subscription, submitting your information, or otherwise using our Platform, you agree to be bound by these Terms. If you do not agree with these Terms, you should not access or use the Platform.

Description of Services

TAX LIFELINE LLC provides a white-labeled customer relationship management (CRM), communication, automation, marketing, and business management platform. Our services may include lead management, contact management, email marketing, SMS messaging, appointment scheduling, sales funnels, workflow automation, call tracking, reporting tools, and related business software solutions. TAX LIFELINE LLC is a software provider only and does not provide legal, financial, accounting, tax preparation, or tax resolution services through the Platform.

Eligibility and Account Responsibilities

You must be at least eighteen (18) years old and capable of entering into a legally binding agreement to use the Platform. By creating an account, you represent and warrant that all information you provide is accurate, current, and complete. You agree to keep your account information updated and are solely responsible for maintaining the confidentiality of your login credentials and all activities conducted under your account or any associated sub-accounts. You must promptly notify us of any unauthorized use of your account or security breach.

Subscription Fees and Billing

Certain features of the Platform require a paid subscription. By subscribing to any paid service, you agree to pay all applicable fees and charges associated with your selected plan. Subscription fees are billed in advance on a recurring basis and are non-refundable unless otherwise required by law or expressly stated in writing by TAX LIFELINE LLC.

In addition to subscription fees, certain services may incur usage-based charges, including but not limited to SMS messaging, MMS messaging, phone calls, call tracking, email delivery, email verification, artificial intelligence services, and other third-party communication services. You authorize TAX LIFELINE LLC to charge your payment method on file for such usage fees or deduct them from any prepaid balance maintained within your account.

Failure to maintain a valid payment method or pay outstanding balances may result in suspension or termination of your access to the Platform. TAX LIFELINE LLC shall not be responsible for any business interruption, data loss, missed communications, or damages resulting from account suspension due to non-payment.

SMS Messaging Terms

By providing your mobile phone number and opting into SMS communications, you consent to receive text messages from TAX LIFELINE LLC, including appointment confirmations, appointment reminders, responses to service inquiries, customer support communications, account notifications, service-related updates, and marketing or promotional messages related to our products and services.

Message frequency varies based on your interactions with our services and communication preferences. Message and data rates may apply depending on your wireless carrier and service plan.

Consent to receive SMS messages is not a condition of purchasing any product or service.

You may opt out of SMS communications at any time by replying STOP to any message received from us. After sending STOP, you may receive a final confirmation message and will no longer receive SMS communications unless you opt in again. For assistance, reply HELP to any message or contact our support team directly.

By opting into SMS communications, you represent that you are at least 18 years of age and that you are the authorized user of the mobile phone number provided. Wireless carriers are not liable for delayed or undelivered messages. TAX LIFELINE LLC is not responsible for messaging delays, delivery failures, or service interruptions caused by wireless carriers, telecommunications providers, internet service providers, or third-party messaging platforms.

Acceptable Use and Compliance

You are solely responsible for all content, communications, campaigns, and activities conducted through your account. You agree to comply with all applicable laws, regulations, and industry standards, including but not limited to the Telephone Consumer Protection Act (TCPA), CAN-SPAM Act, General Data Protection Regulation (GDPR), A2P 10DLC requirements, and all applicable federal, state, local, and international laws governing communications and data privacy.

You agree not to use the Platform to send unsolicited communications, spam, deceptive messages, fraudulent offers, unlawful content, misleading claims, harassment, hate speech, illegal products or services, pyramid schemes, or any other prohibited content. Failure to maintain proper consent records for SMS or email communications may result in account suspension or termination.

https://go.mytaxlifeline.com/privacy-policy-426916

Third-Party Services

TAX LIFELINE LLC utilizes infrastructure and services provided by third-party vendors and technology providers, which may include CRM systems, telecommunications providers, email delivery providers, payment processors, hosting providers, and artificial intelligence services. While we strive to maintain reliable service, we do not guarantee uninterrupted availability and are not responsible for outages, delays, failures, or disruptions caused by third-party providers beyond our reasonable control.

Intellectual Property

All trademarks, logos, branding, website content, training materials, software customizations, templates, and proprietary materials provided by TAX LIFELINE LLC remain the exclusive property of TAX LIFELINE LLC or its licensors. Nothing in these Terms grants you ownership rights to our intellectual property.

You retain ownership of the data, contacts, customer records, communications, and other content that you upload or manage through the Platform. You grant TAX LIFELINE LLC a limited license to host, process, transmit, back up, and display such data solely for the purpose of providing the services requested by you.

No Professional Advice

Any templates, workflows, automations, snapshots, educational content, marketing materials, or examples provided through the Platform are intended solely for informational and operational purposes. TAX LIFELINE LLC does not provide legal, tax, accounting, financial, or regulatory advice. You are solely responsible for obtaining professional advice appropriate to your circumstances and ensuring that your communications comply with applicable laws and regulations.

Limitation of Liability

To the fullest extent permitted by law, TAX LIFELINE LLC and its officers, directors, employees, contractors, affiliates, licensors, and service providers shall not be liable for any indirect, incidental, consequential, special, punitive, or exemplary damages, including but not limited to loss of profits, loss of revenue, loss of business opportunities, loss of data, loss of goodwill, communication failures, regulatory penalties, or business interruption arising from or related to your use of the Platform.

In no event shall the total liability of TAX LIFELINE LLC exceed the amount paid by you to TAX LIFELINE LLC during the three (3) months immediately preceding the event giving rise to the claim.

Suspension and Termination

TAX LIFELINE LLC reserves the right to suspend, restrict, or terminate your access to the Platform at any time if we reasonably believe that you have violated these Terms, engaged in unlawful conduct, failed to pay applicable fees, or created risk to our business, users, or service providers. Upon termination, your right to access the Platform will cease immediately. We may retain or delete account data in accordance with our operational and legal obligations.

Governing Law

These Terms and Conditions shall be governed by and construed in accordance with the laws of the State of Connecticut, without regard to its conflict of law principles. Any dispute arising out of or relating to these Terms shall be exclusively resolved in the state or federal courts located in Fairfield County, Connecticut, and you consent to the jurisdiction of such courts.

Changes to These Terms

TAX LIFELINE LLC reserves the right to modify or update these Terms at any time. Any changes will be posted on this page with an updated effective date. Your continued use of the Platform following the posting of revised Terms constitutes your acceptance of the updated Terms.

Contact Information

If you have any questions regarding these Terms and Conditions, please contact us:

TAX LIFELINE LLC

1841 Logan trl New Braunfels Texas

Phone: +1 +1 830-743-9993

Email: [email protected]

Website: mytaxlifeline.com