Effective Date: September 8, 2026
Last Updated: September 8, 2026
Version 2026.2. Download as PDF. This Agreement sits on top of the Licence Agreement, the Data Processing Agreement and the Terms of Service; section 13.1 says which controls when they differ.
Version 2026.2, effective 8 September 2026. This Agreement is accepted online by an authorised representative of the Customer, or by paying an invoice that references it, as section 14 describes. Every commercial figure the platform enforces (term end, minimum term, offices per bureau licence, grace period, service credits, data export window) is stated here exactly as the platform applies it.
This Enterprise Master Subscription Agreement (the "Agreement") is entered into between TaxPulse Incorporated, a Puerto Rico corporation with its principal place of business in Fajardo, Puerto Rico ("TaxPulse"), and the organization identified at acceptance or on the Order Form ("Customer"). TaxPulse and Customer are each a "Party" and together the "Parties". The date on which Customer accepts this Agreement is the "Effective Date".
TaxPulse operates a cloud platform for tax offices: intake, return preparation, client documents and e-signature, bookkeeping, communications, marketing and related tools (the "Platform"). Customer operates, or intends to operate, a number of tax offices and may also operate service bureaus that license offices of their own. This Agreement is the master agreement under which Customer buys licences on Order Forms, and it sets out what each Party is responsible for and how each is protected.
1.1 "Affiliate" means an entity that controls, is controlled by or is under common control with a Party.
1.2 "Authorised Users" means Customer's and its Offices' employees and contractors who use the Platform through accounts opened under this Agreement.
1.3 "Bureau Licence" means the right to open and operate one Service Bureau account for a Term, which carries its own allowance of Office Licences, as described in the Licence Agreement.
1.4 "Client Data" means taxpayer and client information, returns, documents and communications created or uploaded by an Office or its clients, as defined in the DPA.
1.5 "DPA" means the TaxPulse Data Processing Agreement published at taxpulse.biz/legal/dpa, as amended in accordance with its terms.
1.6 "Licence Agreement" means the TaxPulse Service Bureau and Enterprise Licence Agreement published at taxpulse.biz/legal/licensing, version 2026.1 as at the Effective Date, which governs how licences are counted, issued, consumed, renewed and revoked.
1.7 "Office" means a tax office account opened under an Office Licence bought by Customer, whether run by Customer, by an Affiliate, or by a franchisee or other operator Customer licenses.
1.8 "Office Licence" means the right to open and operate one tax office account for a Term, as described in the Licence Agreement.
1.9 "Order Form" means the TaxPulse invoice, checkout confirmation or written schedule stating the licences, fees and Term Customer has bought, as described in Schedule A. Each Order Form is governed by this Agreement.
1.10 "Service Bureau" means an account opened under a Bureau Licence that may itself issue Office Licences from its own allowance.
1.11 "Term" has the meaning in section 4 and the Licence Agreement.
1.12 "Terms of Service" means the TaxPulse Terms of Service published at taxpulse.biz/legal/terms, which every account on the Platform accepts.
1.13 "Usage Charges" means metered charges incurred by an account for consumption on the Platform (for example electronic filing platform fees, bank feed connections, telephony and messaging, and AI-assisted features), at the rates shown in the Platform at the time of use.
2.1 Subscription. Subject to this Agreement and payment of the fees, TaxPulse grants Customer, for each Term, the right to open and operate the number of Office accounts and Service Bureau accounts stated on the Order Form, and for Authorised Users to use the Platform through them, within the United States and the Commonwealth of Puerto Rico.
2.2 Bureau Licences. Each Bureau Licence carries its own allowance of fifteen (15) Office Licences for the Term, exactly as stated in the Licence Agreement. That allowance belongs to the Service Bureau it opened and does not draw on Office Licences held by Customer. An enterprise that buys five Bureau Licences and twelve Office Licences is buying five bureaus that may each open fifteen offices, plus twelve offices it runs itself.
2.3 Issuing and consuming licences. Licences are issued through the Platform by invitation or grant. A licence is consumed when it is issued and stays consumed for the rest of the Term, whether or not the Office uses it; revoking an Office cuts off its access but does not return the slot; cancelling an invitation before it is claimed does. The Platform shows consumed and remaining counts at all times. Customer confirms it has read section 4 of the Licence Agreement.
2.4 Additional licences. Customer may buy additional Office Licences or Bureau Licences during a Term at the unit prices stated on the Order Form, which do not change during the Term; the prices shown in the Platform for Customer's account are set to them. Where the Order Form states no unit price, the standard rate shown in the Platform for Customer's kind of account applies. Licences bought during a Term run for the remainder of it.
2.5 What is included. Every account opened under this Agreement receives every module of the Platform included in its plan, with no per-user charge. The limit is the number of Offices and Service Bureaus, not the number of Authorised Users.
2.6 Every account accepts the Platform terms. Each Office and Service Bureau opens its own account and must accept the Terms of Service and the DPA before use. Customer will name as each account's owner a person with authority to accept those terms for it.
2.7 Restrictions. Customer will not, and will not permit anyone to: copy, modify or create derivative works of the Platform; reverse engineer or attempt to obtain its source code; resell, sublicense or provide the Platform to anyone other than through Offices and Service Bureaus opened under this Agreement; remove or alter any notice; use the Platform to build a competing product; interfere with its integrity or performance; or use it in breach of the Terms of Service.
3.1 Its Offices. Customer is responsible for every Office and Service Bureau opened under this Agreement, for their compliance with this Agreement, the Licence Agreement and the Terms of Service, and for verifying that each is a legitimate business entitled to prepare tax returns. A breach by an Office or Service Bureau is treated as a breach by Customer for the purposes of section 12.
3.2 Credentials and professional responsibility. TaxPulse provides software. It does not prepare tax returns, does not act as a tax preparer, and does not review the substance of any return prepared on the Platform. Customer and each Office remain solely responsible for holding every credential required for their work, including a PTIN for each preparer and an EFIN where returns are transmitted electronically, for the accuracy of every return, and for compliance with IRS Circular 230, the due-diligence requirements of IRC section 6695(g), the safeguarding obligations of the Gramm-Leach-Bliley Act and IRS Publication 4557, and any consent required under IRC section 7216 before taxpayer information is used or disclosed.
3.3 Account security. Customer is responsible for the acts and omissions of its Authorised Users, for protecting credentials, for configuring roles and access within its accounts, and for notifying TaxPulse promptly of any unauthorised use.
3.4 Its clients and its communications. Customer is responsible for obtaining every consent the law requires before contacting clients or prospects through the Platform, including under the Telephone Consumer Protection Act, the CAN-SPAM Act and applicable do-not-call rules, and for the content of its communications.
3.5 Arrangements with franchisees and operators. Any fee split, support obligation or other arrangement between Customer and an operator of an Office is Customer's alone. Where the Platform is configured to record an override percentage of preparation fees in Customer's favour, that is a bookkeeping record of an agreed split between Customer and its Office; it is not a fee payable to or by TaxPulse, and TaxPulse does not collect, disburse, guarantee or arbitrate it.
4.1 Licence Terms. Every Term ends on 31 October and runs for a minimum of three (3) months, so a Term bought close to 31 October runs through 31 October of the following year. The Term end is stated on each Order Form. Licences do not carry over between Terms.
4.2 Renewal. Terms do not renew automatically. TaxPulse will contact Customer at least thirty (30) days before the Term ends with renewal pricing, which may differ from current pricing subject to section 5.6. If Customer has not renewed before the Term ends, the Platform holds Customer's accounts and their Offices for a grace period of seven (7) days after the Term end, after which the accounts are paused and their licences lapse. Data belonging to a lapsed account is handled under section 12.6.
4.3 Term of this Agreement. This Agreement starts on the Effective Date and continues while any Order Form is in a current Term, or until terminated under section 12.
5.1 Fees. Customer pays the fees on each Order Form. Licence fees are payable in advance. Invoices are due on receipt unless the Order Form states other payment terms. Licences are issued once the invoice is paid; no account is opened before payment clears. A Term begins when the fee is paid and its end date does not move, so an invoice left unpaid shortens the Term it buys.
5.2 Non-refundable. Licence fees are non-refundable, in whole or in part, for the Term in which the licences were issued, including on revocation of an Office, on Customer's termination for convenience, or on TaxPulse's termination for Customer's breach, except where this Agreement expressly provides a refund.
5.3 Usage Charges. Usage Charges are billed to the account that incurs them, from that account's own prepaid balance on the Platform, at the rates published at taxpulse.biz/legal/usage-charges, which forms part of this Agreement as at the date of acceptance. The only charge for preparing or submitting a return is the platform fee stated there, charged once per return when it is submitted for filing; a rejection that is corrected and resent is not charged again, and an amended return is a separate return. The other Usage Charges are data fees (AI assistance, calls, texts, email and bank data) and the price of leads bought in the marketplace. Customer may fund the balances of its Offices centrally through the Platform and is responsible for the amounts it funds. TaxPulse may change a data fee on at least thirty (30) days' notice given through the Platform and by email to Customer's billing contact; a change that passes through an increase from a third-party provider may take effect on shorter notice but is limited to the amount of that increase. The platform fee does not change during a Term.
5.4 Late payment. TaxPulse may charge interest on overdue amounts at one percent (1.0%) per month or the highest rate permitted by law, whichever is lower, and may suspend under section 12.1 after notice. Customer will reimburse reasonable costs of collection.
5.5 Taxes. Fees are exclusive of sales, use, value-added and similar taxes, which Customer pays where applicable, other than taxes on TaxPulse's income. If Customer is exempt it will provide a valid exemption certificate.
5.6 Price protection. Pricing for a Term already paid does not change during that Term. Renewal pricing for the next Term will not increase by more than ten percent (10%) over the current Term's pricing for the same licences, unless the Order Form says otherwise. A Term is bought one year at a time; the pricing on an Order Form does not change during the Term it buys.
6.1 Ownership. Client Data belongs to the Office that created it. Customer's ability to see an Office's data is limited to what the Platform grants Customer's role and what the Office authorises, and Customer accesses it subject to the same section 7216 consent requirements as any other person handling that information. Customer's own business data belongs to Customer. TaxPulse owns aggregated and de-identified analytics derived from the operation of the Platform.
6.2 Processing. TaxPulse processes Client Data as a processor under the DPA, only on the documented instructions of the Office and Customer as set out in the Terms of Service and the DPA, and will not use Client Data for its own purposes or sell it.
6.3 Security programme. TaxPulse maintains administrative, technical and physical safeguards designed to protect Client Data, including encryption in transit and at rest for sensitive fields, role-based access control, network protections, logging and monitoring, as described in the DPA and TaxPulse's security documentation. TaxPulse has not completed a SOC 2 examination as at the Effective Date and makes no representation that it has. TaxPulse will provide its current security documentation and complete a reasonable security questionnaire once per Term on request, subject to section 9.
6.4 Subprocessors. TaxPulse may engage subprocessors, including cloud hosting, payment processing, communications and AI providers, and remains responsible for them. A current list is available on request, and TaxPulse will give notice of material changes as the DPA provides.
6.5 AI-assisted features. The Platform includes AI-assisted features that process Client Data through TaxPulse's AI subprocessors as auxiliary service providers under section 7216. TaxPulse does not permit those subprocessors to use Client Data to train models. Outputs of AI-assisted features are aids that a qualified person must verify before relying on them.
6.6 Breach notification. TaxPulse will notify Customer without undue delay after becoming aware of a confirmed breach of security leading to the unlawful destruction, loss, alteration or unauthorised disclosure of Client Data or Customer data held by TaxPulse, and will provide the information reasonably available to help Customer and its Offices meet their own obligations.
6.7 Data location. TaxPulse hosts the Platform and Client Data in the United States and will not move it outside the United States without notice to Customer.
6.8 Export and deletion. Customer and each Office may take a complete export of their account with one action in the Platform at any time, and for thirty (30) days after the account ends. The export contains, in open formats: client records and contact details; every tax return with its data and any prepared PDF; every file uploaded to the account, whether by the office or by its clients; communications logs; notes, tasks and appointments; engagement letters and signature records with their audit trails; bookkeeping records for every book, including the chart of accounts, journal, bank lines, customers, vendors, invoices and bills, and the financial statements; and the account's own settings and members. After thirty (30) days TaxPulse deletes the data unless the law requires longer retention, including tax recordkeeping rules.
7.1 Availability. TaxPulse commits to a Monthly Uptime Percentage of at least 99.9% for every paid plan, measured continuously and published at taxpulse.biz/status. If the Monthly Uptime Percentage falls below 99.9% in a calendar month, Customer may claim a service credit against future fees of 10% of the Monthly Fee if availability was at or above 99.0%, 25% if at or above 95.0%, and 50% if below 95.0%, by written claim within thirty (30) days of the end of the affected month. "Monthly Fee" means one twelfth of the annual fees under the affected Order Form. Credits are not redeemable for cash and will not exceed the Monthly Fee for the affected month. The exclusions in section 13 of the Terms of Service apply, except that failures of TaxPulse's hosting, database or other infrastructure providers count against the commitment. Service credits are Customer's sole remedy for a failure to meet this commitment, except that Customer may terminate under section 12.3 for chronic failure.
7.2 Support. Support channels, hours and target response times are set out in Schedule B.
7.3 Maintenance and changes. TaxPulse will give at least forty-eight (48) hours' notice of scheduled maintenance and will schedule it outside United States business hours where practicable. TaxPulse may improve, add to or change the Platform during the Term provided it does not materially reduce the core functionality Customer's Offices use for return preparation, client documents and communications, and will give at least sixty (60) days' notice before retiring a module in general use.
7.4 Electronic filing and bank products. Electronic filing through the Platform is available only where TaxPulse holds the authorisations the Internal Revenue Service and the relevant state require and the Office holds its own EFIN, and a return is prepared, not filed, until the Platform records an acknowledgement. Bank products offered through the Platform are provided by financial institutions under their own programme agreements and enrolment; TaxPulse is not a bank and provides no financial product. TaxPulse will tell Customer when electronic filing or bank product availability changes materially. Customer will not represent to its clients that a return has been filed until the Platform reports an acknowledgement.
8.1 Each Party will keep the other's Confidential Information confidential, use it only for this Agreement, disclose it only to those of its personnel and advisers who need it and are bound to confidentiality, and protect it with at least reasonable care, for the term of this Agreement and three (3) years after, and for as long as it remains a trade secret. "Confidential Information" means non-public information disclosed by a Party that is marked or would reasonably be understood as confidential, including pricing, product plans, security documentation and the terms of this Agreement, but not information that is public through no fault of the recipient, already known to the recipient, independently developed, or received from a third party without restriction. A Party may disclose Confidential Information where the law requires, on notice to the other where lawful. Client Data is governed by section 6 and the DPA rather than this section.
9.1 Once per Term, on at least thirty (30) days' written notice and subject to section 8, TaxPulse will make available to Customer the information reasonably necessary to demonstrate compliance with the DPA and section 6, in the form of its security documentation, third-party reports it holds, and written answers to reasonable questions. On-site inspection is not included unless required by a regulator with jurisdiction over Customer, in which case the Parties will agree its scope, timing and confidentiality in advance and Customer will bear TaxPulse's reasonable costs.
9.2 TaxPulse may verify Customer's compliance with the licence counts on its Order Forms through the Platform's own records, and will invoice for any accounts opened beyond them at the unit prices then in effect.
10.1 TaxPulse and its licensors own the Platform, its software, designs, documentation and training materials, all improvements, and all aggregated and de-identified analytics derived from its operation. Customer receives only the rights expressly stated in this Agreement.
10.2 Customer owns its brand, marks, domains and business data, and grants TaxPulse a limited licence to display them within the Platform as Customer configures them, for the Term.
10.3 Suggestions and feedback given by Customer may be used by TaxPulse without obligation.
10.4 Customer may state that its Offices operate on TaxPulse and may use TaxPulse's name and marks for that purpose in a form TaxPulse has approved in writing. Neither Party will issue a press release naming the other without its written approval. TaxPulse may list Customer by name and logo as a customer with Customer's written approval, which Customer may withdraw on notice.
11.1 Mutual. Each Party warrants that it is duly organised, has authority to enter this Agreement, and does not breach any other agreement by doing so.
11.2 TaxPulse. TaxPulse warrants that the Platform will perform materially as described in its published documentation and that it will provide the Platform with reasonable skill and care. Customer's remedy for breach of this warranty is for TaxPulse to correct the non-conformity or, if it cannot within a reasonable time, to refund the prepaid fees for the unused portion of the Term for the affected licences, which is Customer's exclusive remedy for that breach.
11.3 Customer. Customer warrants that its Offices are verified as section 3.1 requires, that it holds and will maintain the credentials section 3.2 requires, and that its use of the Platform and its communications comply with law.
11.4 Disclaimer. EXCEPT AS EXPRESSLY STATED IN THIS AGREEMENT, THE PLATFORM IS PROVIDED "AS IS" AND "AS AVAILABLE", AND TAXPULSE DISCLAIMS ALL OTHER WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. TAXPULSE DOES NOT WARRANT THAT THE PLATFORM WILL BE UNINTERRUPTED, ERROR-FREE OR SECURE, THAT ANY TAX CALCULATION IS CORRECT WITHOUT VERIFICATION BY A QUALIFIED PREPARER, OR THAT ANY RETURN WILL BE ACCEPTED BY A TAXING AUTHORITY.
11.5 Indemnity by TaxPulse. TaxPulse will defend Customer against any third-party claim that the Platform, as provided by TaxPulse and used in accordance with this Agreement, infringes that third party's United States patent, copyright or trademark or misappropriates its trade secret, and will pay the damages and costs finally awarded or agreed in settlement. TaxPulse has no obligation for claims arising from Customer's data, content, modifications or combination with anything not supplied by TaxPulse. If the Platform is or is likely to be enjoined, TaxPulse may procure the right to continue, modify the Platform so it does not infringe, or terminate the affected licences and refund prepaid fees for the unused portion of the Term.
11.6 Indemnity by Customer. Customer will defend and indemnify TaxPulse, its officers, directors, employees and agents against any third-party claim, and the resulting damages, costs and reasonable attorneys' fees, arising from: Customer's or its Offices' preparation, filing or handling of any tax return or Client Data; Customer's or its Offices' communications with clients or prospects; Customer's or its Offices' breach of this Agreement, the Licence Agreement or the Terms of Service; any arrangement between Customer and an operator of an Office; or Customer's violation of law or professional obligation.
11.7 Procedure. The indemnified Party will give prompt notice of the claim, allow the indemnifying Party to control the defence and settlement, and cooperate reasonably. No settlement that admits fault or imposes obligations on the indemnified Party may be made without its consent, not to be unreasonably withheld.
11.8 Exclusion of indirect loss. TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY IS LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR PUNITIVE DAMAGES, OR FOR LOSS OF PROFITS, REVENUE, DATA OR BUSINESS OPPORTUNITY, ARISING FROM THIS AGREEMENT, EVEN IF ADVISED OF THE POSSIBILITY.
11.9 Cap. TO THE MAXIMUM EXTENT PERMITTED BY LAW, EACH PARTY'S TOTAL LIABILITY ARISING FROM OR RELATED TO THIS AGREEMENT WILL NOT EXCEED THE FEES PAID BY CUSTOMER TO TAXPULSE UNDER THIS AGREEMENT IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM.
11.10 Higher cap for security claims. For claims arising from TaxPulse's breach of section 6 or of the DPA, TaxPulse's total liability will instead not exceed two (2) times the fees paid by Customer to TaxPulse under this Agreement in the twelve (12) months preceding the event giving rise to the claim.
11.11 Exceptions. Sections 11.8, 11.9 and 11.10 do not apply to a Party's indemnity obligations under sections 11.5 and 11.6, to Customer's payment obligations, to a Party's breach of section 8, to a Party's infringement or misappropriation of the other's intellectual property, or to liability that cannot be limited by law.
11.12 Insurance. During the term of this Agreement TaxPulse will maintain commercially reasonable insurance for a business of its kind, including technology errors and omissions cover that includes network security and privacy liability, and will provide certificates of the cover it holds on request.
12.1 Suspension. TaxPulse may suspend an account or licence on written notice if a fee falls due and is not paid within ten (10) days of notice, if Customer or an Office breaches this Agreement, the Licence Agreement or the Terms of Service in a way that threatens the Platform or other customers, or if continued access presents a legal, security or regulatory risk that cannot be addressed by narrower means. TaxPulse will limit a suspension to the affected accounts where practicable and lift it promptly once the cause is resolved.
12.2 Termination for cause. Either Party may terminate this Agreement or the affected Order Form on written notice if the other materially breaches it and, where the breach can be cured, fails to cure within thirty (30) days of notice, or immediately if the other becomes insolvent, makes an assignment for the benefit of creditors, or has a receiver or trustee appointed that is not discharged within sixty (60) days.
12.3 Chronic service failure. Customer may terminate the affected Order Form on written notice if the Monthly Uptime Percentage falls below 99.0% in any three (3) months of a rolling six (6) month period, and TaxPulse will refund the prepaid fees for the unused portion of the Term for the affected licences.
12.4 Termination for convenience. Customer may terminate this Agreement or any Order Form at any time on written notice; fees already paid are not refunded. Either Party may decline to renew at the end of a Term without liability, subject to section 4.2.
12.5 Effect on Offices and Service Bureaus. On termination or lapse, the licences under the affected Order Form end and the accounts they opened lose access after the grace period in section 4.2. Because Offices hold client records and returns of their own, TaxPulse will, on request and where lawfully able, offer an affected Office a direct account with TaxPulse on its standard terms so it may keep access to its own data. TaxPulse is not obliged to offer that Office Customer's pricing.
12.6 Transition. For thirty (30) days after an account ends, its data remains available for export under section 6.8. On request, TaxPulse will provide reasonable transition assistance beyond the Platform's export features at its then-current professional services rates.
12.7 Survival. Sections 1, 3.1, 3.5, 5 (as to amounts accrued), 6, 8, 9.2, 10, 11.4 and 11.8 to 11.11, 12.5 to 12.7, 13 and 14 survive termination.
13.1 Order of precedence. If documents conflict: an Order Form controls over this Agreement on the commercial terms it states; this Agreement controls over the Licence Agreement except on matters of licence mechanics (counting, issuance, consumption, renewal and revocation), where the Licence Agreement controls; the DPA controls on the processing of Client Data; and the Terms of Service control on everything else.
13.2 Notices. Notices must be in writing and sent by email with confirmation of transmission, or by courier. Notices to TaxPulse go to TaxPulse Incorporated, Fajardo, Puerto Rico, sales@taxpulse.biz, attention Legal. Notices to Customer go to the email address of the person who accepted this Agreement and to the billing contact on the Order Form, or to addresses later notified in writing.
13.3 Governing law and disputes. This Agreement is governed by the laws of the Commonwealth of Puerto Rico, without regard to conflict-of-laws rules. Any dispute arising out of or relating to this Agreement will be resolved by binding arbitration under the Commercial Arbitration Rules of the American Arbitration Association, seated in Puerto Rico, before a single arbitrator, in English. At either Party's request, hearings and conferences in the arbitration may be held by video conference, and the arbitrator may decide a dispute in which the amount claimed is under fifty thousand dollars ($50,000) on the written submissions alone. The seat of the arbitration remains Puerto Rico. Either Party may seek interim relief from a court of competent jurisdiction to protect its intellectual property or Confidential Information. EACH PARTY WAIVES ANY RIGHT TO A JURY TRIAL AND TO PARTICIPATE IN A CLASS ACTION.
13.4 Assignment. Neither Party may assign this Agreement without the other's written consent, except that either Party may assign it to an Affiliate or to a successor in a merger, acquisition or sale of substantially all its assets on notice to the other, provided the assignee assumes all obligations.
13.5 Force majeure. Neither Party is liable for delay or failure caused by events beyond its reasonable control, other than payment obligations, provided it uses reasonable efforts to resume. Failures of TaxPulse's hosting, database or other infrastructure providers are not force majeure for the purposes of section 7.1.
13.6 Independent contractors. The Parties are independent contractors. Nothing in this Agreement creates a partnership, joint venture, agency, franchise or employment relationship, and neither Party may bind the other.
13.7 Entire agreement; amendment. This Agreement, its Order Forms and Schedules, and the documents it incorporates are the entire agreement on their subject and supersede all prior discussions, proposals and purchase order terms. Amendments must be in writing and agreed by both Parties, except that TaxPulse may update the Terms of Service, the DPA and the Licence Agreement in accordance with their own terms, and may publish a new version of this Agreement. TaxPulse will give Customer at least thirty (30) days' notice of a new version that materially reduces Customer's rights, during which Customer may object in writing, in which case the prior version continues to apply to Customer for the remainder of the current Term; otherwise the new version applies from the start of Customer's next Term.
13.8 Severability; waiver. If any provision is held unenforceable it will be enforced to the maximum extent permitted and the rest remains in effect. A waiver must be in writing and applies only to the instance stated.
13.9 No third-party beneficiaries. Offices, Service Bureaus and their operators are not third-party beneficiaries of this Agreement and have no right to enforce it.
13.10 Electronic records. This Agreement, its acceptance and every Order Form may be made and kept electronically, in accordance with the Electronic Signatures in Global and National Commerce Act, and each is an original.
14.1 How Customer accepts. Customer accepts this Agreement when a person authorised to bind it does any of the following: accepts it online in the Platform or through a link TaxPulse sends, by typing their name and title and confirming acceptance; or pays an invoice or completes a checkout that references it. Continued use of an account after a new version is published, once the notice in section 13.7 has run, is further acceptance of that version.
14.2 What TaxPulse records. TaxPulse records the version accepted, the name, title and email address of the person accepting, the organization named, the date and time, and the network address and browser from which acceptance was given, and sends a copy of the Agreement and that record to the person accepting. That record is conclusive evidence of acceptance absent manifest error.
14.3 Authority. The person accepting represents that they are authorised to bind Customer. If they are not, they accept this Agreement personally, and TaxPulse may suspend the account until an authorised person accepts.
The Order Form for a programme is the TaxPulse invoice, checkout confirmation or written schedule that states the following. Where a figure is not stated, the Platform's current price for Customer's account applies.
Business hours are 9:00 to 18:00 Eastern Time, Monday to Friday, excluding United States federal holidays.
| Matter | Channel | Hours | Target first response |
|---|---|---|---|
| Platform unavailable or data at risk (Severity 1) | support@taxpulse.biz with "Severity 1" in the subject, or +1 (787) 468-3300 | 24 hours a day, 7 days a week | 2 hours |
| Feature not working, no workaround (Severity 2) | support@taxpulse.biz | Business hours | 4 business hours |
| Question, request, cosmetic issue (Severity 3) | support@taxpulse.biz | Business hours | 1 business day |
| Licence, billing and account administration | support@taxpulse.biz | Business hours | 1 business day |
Customer may name up to three (3) administrators who may raise Severity 1 and Severity 2 matters. TaxPulse publishes incident status at taxpulse.biz/status and posts updates there during a Severity 1 incident at least every two (2) hours until resolved.
This Schedule summarises, for reference, the commitments in section 6 and the DPA. It does not add to them.