Terms of Use
Eligibility (US-based Only)
WorkpaperPro services are strictly limited to tax preparers and CPA firms operating within the United States. By using this service, you represent and warrant that you are a authorized tax professional based in the US.
Subscription License
Access to WorkpaperPro is provided on a subscription basis. We do not offer free trials. Your license confers a non-exclusive, non-transferable right to use the software for your internal business tax preparation needs.
Acceptable Use
You agree to use WorkpaperPro only for lawful purposes related to professional tax preparation. Prohibited activities include reverse engineering, attempting to breech security protocols, or using the service to store illegal content.
Data Residency (Microsoft 365 / Claude)
WorkpaperPro is designed with a privacy-first architecture. We do not store client tax data on our servers. All client data remains within your firm's own Microsoft 365 and/or Anthropic Claude environments. You maintain full control over your client data at all times.
IP Rights
All software code, design elements, and brand assets associated with WorkpaperPro are the exclusive intellectual property of WorkpaperPro. Your subscription grants you a license to use these assets, not ownership of them.
Disclaimers
WorkpaperPro is provided 'as is' without warranties of any kind. We do not guarantee 100% uptime. Furthermore, WorkpaperPro is a tool for tax professionals; it does not constitute legal, tax, or accounting advice.
Liability Limits
WorkpaperPro shall not be liable for any indirect, incidental, or consequential damages resulting from the use of our service. Our total liability to you for any claim shall not exceed the amount paid for your subscription.
Termination
We reserve the right to suspend or terminate your access to WorkpaperPro at our discretion, without notice, for violations of these Terms of Use or non-payment of subscription fees.
Governing Law (PA)
These terms and your use of the service are governed by the laws of the Commonwealth of Pennsylvania, USA. Any disputes arising from these terms shall be resolved in the courts of Pennsylvania.