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ProTaxAdvisors

Version: v1 · Last updated: April 26, 2025

Terms of Service

Operated by GD Management & Services LLC. Questions? Email legal@protaxadvisorsfl.com.

Terms of Service

Last updated: 2025-04-26
Version: 1.0

1. Introduction

These Terms of Service (“Terms”) govern your access to and use of the ProTaxAdvisorsFL / Protaxbolt platform, websites, and related services (the “Services”). The Services are provided by GD Management & Services LLC (“we,” “us,” or “our”). By using the Services, you agree to these Terms and the policies referenced here, including the Acceptable Use Policy, Privacy Policy, Cookie Policy, Billing & Payment Terms, and Security guidelines.

2. Eligibility and Accounts

  • You must be at least 18 years old and able to enter into contracts. If you use the Services on behalf of a company or organization, you represent that you are authorized to bind that entity.
  • You are responsible for maintaining accurate account information and safeguarding login credentials. Notify us immediately of suspected unauthorized access.
  • You remain responsible for all activity that occurs under your account unless promptly reported as unauthorized.

3. Acceptable Use

You must comply with our Acceptable Use Policy and all applicable laws. Do not misuse the Services, interfere with their integrity or security, attempt to access data you are not authorized to view, or upload malicious or infringing content. We may monitor and take action on suspected abuse.

4. Billing and Payments

Use of certain Services may require fees. By starting a paid plan, consultation, or transaction, you authorize us and our payment processors to charge the provided payment method in accordance with our Billing & Payment Terms. Taxes may apply. Unpaid or late amounts may result in suspension or termination.

5. Data, Privacy, and Security

  • Our use of personal data is described in the Privacy Policy and, where applicable, the Data Processing Addendum.
  • We implement technical and organizational measures described in our Security statement. You agree to use reasonable security practices (e.g., strong passwords, MFA).
  • If you provide feedback, ideas, or suggestions, you grant us a non-exclusive, royalty-free license to use them to improve the Services.

6. Confidentiality and Intellectual Property

  • We and our licensors own all rights in the Services, including software, content, and branding. GD Management & Services LLC is the IP owner for internal agreements and platform assets.
  • You retain ownership of your data. You grant us a limited license to process and display your data solely to provide and improve the Services, subject to these Terms and applicable law.
  • You may not reverse engineer, copy, or create derivative works of the Services except as permitted by law or by written permission.

7. Third-Party Services

We may integrate with third-party products or processors. Their terms and privacy notices apply to your use of those services. We are not responsible for third-party services beyond what is required by law or a signed agreement.

8. Warranties and Disclaimers

The Services are provided “as is” and “as available,” except where prohibited by law. To the fullest extent permitted, we disclaim warranties of merchantability, fitness for a particular purpose, non-infringement, and uninterrupted or error-free service. Advisory outputs depend on the accuracy of the data you provide and should not be considered individualized legal, tax, or investment advice.

9. Limitation of Liability

To the maximum extent permitted by law, our aggregate liability for claims arising out of or related to the Services will not exceed the amounts you paid for the Services in the twelve (12) months before the claim arose. We are not liable for indirect, consequential, incidental, punitive, or special damages.

10. Indemnification

You will defend and indemnify us and our affiliates against third-party claims, damages, and costs (including reasonable legal fees) arising from your violation of these Terms, applicable law, or misuse of the Services.

11. Suspension and Termination

We may suspend or terminate access if you violate these Terms, risk the security or integrity of the Services, or fail to pay required fees. You may terminate at any time by closing your account; accrued fees remain due. Certain sections survive termination, including payment obligations, confidentiality, IP ownership, disclaimers, limitations of liability, and indemnities.

12. Governing Law and Disputes

These Terms are governed by the laws of the State of Florida, excluding conflict-of-law principles. The exclusive venue for disputes is state or federal courts located in Florida, unless otherwise required by law. Either party may seek injunctive relief for actual or threatened misuse of confidential information or intellectual property.

13. Changes

We may update these Terms to reflect legal, security, or operational changes. Material updates will be posted with a revised “Last updated” date and may be communicated by email or in-product notice. Continued use of the Services after changes become effective constitutes acceptance.

14. Contact

For questions about these Terms or to request a signed agreement, email legal@protaxadvisorsfl.com.