Terms of Service

Acceptance of Terms

By accessing or using Taxscio — whether through our website, web application, API, or any related service — you confirm that you have read, understood, and agree to be bound by these Terms of Service and our Privacy Policy, which is incorporated herein by reference.

If you are using Taxscio on behalf of a CPA firm, accounting practice, or other organisation, you represent and warrant that you have the authority to bind that entity to these Terms, and references to "you" shall apply to both you and that entity.

We reserve the right to update these Terms at any time. Continued use of the platform after changes are published constitutes acceptance of the revised Terms. We will provide reasonable notice of material changes via email or an in-platform notification.

Description of Service

Taxscio is a pre-filing workflow automation platform built for CPA firms. It automates the work between client intake and your filing software — including document handling, data extraction, checklist management, and preparation workflows — so your team can focus on accuracy and review.

The platform offers the following core services:

Taxscio is provided on an "as available" basis. We do not guarantee that the service will be uninterrupted or error-free. We reserve the right to modify, suspend, or discontinue any part of the service at any time with reasonable notice.

User Accounts

To access the full features of Taxscio, you must create an account. When registering, you agree to:

• Provide accurate, current, and complete information during registration and keep it updated.
• Maintain the confidentiality of your account credentials and not share your password with any third party.
• Accept full responsibility for all activity that occurs under your account, whether or not authorised by you.
• Notify us immediately at legal@taxscio.com if you suspect any unauthorised access to or use of your account.

You may connect third-party services such as tax filing software or document platforms to your Taxscio account. When you do, you grant us permission to access and process the data from those services in accordance with these Terms and our Privacy Policy. You may revoke this access at any time through your account settings or via the third-party platform.

We reserve the right to suspend or terminate accounts that we reasonably believe are being used fraudulently, abusively, or in violation of these Terms, with or without prior notice depending on the severity of the breach.

Acceptable Use

You agree to use Taxscio only for lawful purposes and in a manner that does not infringe the rights of others or compromise the integrity of our service. The following conduct is strictly prohibited:

• Misrepresentation — submitting false, misleading, or fabricated data, documents, or credentials with the intent to deceive Altascio, other users, or any third party.
• Unauthorised access — attempting to gain unauthorised access to any part of the platform, other firms' accounts, or Altascio's systems or infrastructure.
• Automated scraping — using bots, scrapers, crawlers, or automated tools to extract data from the platform without prior written consent from Altascio.
• Interference — introducing viruses, malware, or other harmful code; or taking any action that may disrupt, overload, or impair the performance of the platform.
• Reverse engineering — attempting to decompile, disassemble, or reverse engineer any part of the Taxscio software, automation logic, or extraction algorithms.
• Client data misuse — using client data processed through Taxscio for any purpose beyond the lawful delivery of tax preparation and filing services to those clients.
• Resale — reselling, sublicensing, or commercially exploiting any part of the service without express written permission from Altascio.
• Legal violations — using the platform in any way that violates applicable local, national, or international laws or regulations, including tax, privacy, and data protection law.

Altascio reserves the right to investigate suspected violations and take appropriate action, including removal of content, suspension of accounts, and referral to law enforcement where necessary.

Intellectual Property

Altascio's IP: All content, features, and functionality of the Taxscio platform — including but not limited to the automation logic, extraction algorithms, workflow engine, software, design, text, graphics, logos, and trademarks — are the exclusive property of Altascio or its licensors and are protected by applicable intellectual property laws. You may not copy, reproduce, distribute, modify, or create derivative works from any part of the platform without prior written consent.

Your content: You retain full ownership of any content you submit to Taxscio, including your firm's configuration data, uploaded client documents, and workflow settings ("User Content"). By submitting User Content, you grant Altascio a non-exclusive, royalty-free, worldwide licence to use, process, and analyse that content solely for the purposes of operating and improving the Taxscio service, including performing the pre-filing automation workflows you have configured.

Client data: Any data belonging to your clients that is processed through Taxscio remains the property of the relevant client or your firm as appropriate under applicable law. Altascio processes such data solely as a data processor acting on your instructions and will not use it for any other purpose.

Feedback: If you submit feedback, suggestions, or ideas about the platform, you grant Altascio an unrestricted, perpetual licence to use that feedback without obligation, compensation, or attribution to you.

Limitation of Liability

To the fullest extent permitted by applicable law, Altascio and its officers, directors, employees, agents, and partners shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of or related to your use of or inability to use the Taxscio platform.

This includes, without limitation, damages for:

• Loss of profits, revenue, or anticipated savings
• Loss of data, goodwill, or business opportunities
• Errors in data extraction, checklist logic, or automated accuracy checks
• Filing errors, penalties, or regulatory issues arising from reliance on platform outputs without independent professional review
• Unauthorised access to or alteration of your data resulting from events beyond our reasonable control
• Any decision made in reliance on Taxscio outputs without appropriate human review by a qualified tax professional

In jurisdictions that do not allow the exclusion of certain warranties or limitation of liability for certain types of damages, our liability shall be limited to the maximum extent permitted by law. In all cases, Altascio's total aggregate liability to you shall not exceed the greater of (a) the amount you paid to use the platform in the 12 months preceding the claim, or (b) £100 GBP.

Termination

Termination by you: You may close your Taxscio account at any time by visiting your account settings and selecting "Delete Account," or by contacting us at legal@taxscio.com. Upon deletion, your personal data will be removed in accordance with our Privacy Policy.

Termination by Altascio: We reserve the right to suspend or permanently terminate your account and access to the platform at our discretion, with or without notice, if we reasonably believe you have:

• Violated any provision of these Terms
• Provided false or fraudulent information during registration or use
• Engaged in conduct that is harmful to other users, clients, Altascio, or third parties
• Failed to pay any applicable subscription fees

Effect of termination: Upon termination, your right to access and use Taxscio will immediately cease. Provisions of these Terms that by their nature should survive termination — including intellectual property rights, limitation of liability, and governing law — shall remain in effect.

Governing Law

These Terms of Service and any disputes arising out of or in connection with them shall be governed by and construed in accordance with the laws of England and Wales, without regard to its conflict of law principles.

Any legal action or proceeding arising under these Terms shall be brought exclusively in the courts of England and Wales, and you irrevocably consent to the personal jurisdiction and venue therein.

If any provision of these Terms is found to be invalid or unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect. The failure of Altascio to enforce any right or provision under these Terms shall not constitute a waiver of that right or provision.

These Terms constitute the entire agreement between you and Altascio with respect to the use of Taxscio, and supersede all prior agreements, representations, and understandings between the parties relating to the subject matter herein.

Contact

If you have any questions, concerns, or feedback regarding these Terms of Service, or if you wish to report a suspected violation, please contact our legal team:

These Terms may be revised from time to time to reflect changes in our service, business practices, or applicable legal requirements. When we make significant changes, we will notify you via email or a prominent notice on the platform. The "Last updated" date at the top of this page will always reflect the most recent revision.