Terms of Service

Last updated: January 15, 2025

1. Acceptance of Terms

BY ACCESSING, BROWSING, OR USING THE SLIM TAX PLATFORM, SOFTWARE, MOBILE APPLICATIONS, OR ANY ASSOCIATED SERVICES (COLLECTIVELY, “THE SERVICE”), YOU ACKNOWLEDGE THAT YOU HAVE READ, UNDERSTOOD, AND AGREE TO BE BOUND BY THESE TERMS OF SERVICE AND ALL APPLICABLE LAWS AND REGULATIONS. IF YOU DO NOT AGREE TO THESE TERMS, YOU ARE PROHIBITED FROM USING THE SERVICE AND MUST DISCONTINUE USE IMMEDIATELY.

These Terms constitute a legally binding agreement between you and Slim Tax. By using the Service, you represent and warrant that you are at least 18 years of age, have the legal capacity to enter into binding contracts, and are not barred from using the Service under any applicable laws.

2. Description of Service

Slim Tax provides proactive tax strategy software and AI-powered tax advisory services. Our service includes:

  • Tax return analysis and optimization recommendations
  • 24/7 AI tax advisor (“Slim”) for tax-related questions
  • Year-round tax monitoring and alerts
  • Personalized tax strategy action plans
  • Access to tax strategy resources and tools

3. User Accounts

To use certain features of the Service, you must register for an account. You agree to:

  • Provide accurate, current, and complete information
  • Maintain the security of your password
  • Notify us immediately of any unauthorized use of your account
  • Be responsible for all activities that occur under your account

4. NO PROFESSIONAL TAX, LEGAL, OR FINANCIAL ADVICE

CRITICAL DISCLAIMER: SLIM TAX DOES NOT PROVIDE TAX, LEGAL, ACCOUNTING, OR FINANCIAL ADVICE

YOU EXPRESSLY ACKNOWLEDGE AND AGREE THAT:

  • THE SERVICE PROVIDES GENERAL EDUCATIONAL INFORMATION ONLY
  • SLIM TAX AND ITS AI ASSISTANT “SLIM” ARE NOT LICENSED CPAS, ENROLLED AGENTS, TAX ATTORNEYS, OR FINANCIAL ADVISORS
  • NO ATTORNEY-CLIENT, ACCOUNTANT-CLIENT, OR FIDUCIARY RELATIONSHIP EXISTS
  • THE SERVICE IS NOT A SUBSTITUTE FOR PROFESSIONAL TAX ADVICE
  • YOU MUST CONSULT QUALIFIED PROFESSIONALS BEFORE MAKING ANY TAX DECISIONS
  • TAX LAWS ARE COMPLEX, CHANGE FREQUENTLY, AND VARY BY JURISDICTION
  • AI-GENERATED RESPONSES MAY CONTAIN ERRORS, INACCURACIES, OR HALLUCINATIONS
  • WE DO NOT GUARANTEE THE ACCURACY, COMPLETENESS, OR TIMELINESS OF ANY INFORMATION

ANY RELIANCE ON INFORMATION PROVIDED BY THE SERVICE IS SOLELY AT YOUR OWN RISK. YOU ARE SOLELY RESPONSIBLE FOR ANY TAX LIABILITIES, PENALTIES, INTEREST, OR CRIMINAL CHARGES THAT MAY RESULT FROM YOUR TAX DECISIONS.

5. User Obligations

You agree not to:

  • Use the Service for any unlawful purpose
  • Upload false, misleading, or fraudulent tax information
  • Attempt to gain unauthorized access to our systems
  • Interfere with or disrupt the Service
  • Reverse engineer or attempt to extract source code

6. Privacy and Data Security

Your use of our Service is also governed by our Privacy Policy. We take the security of your financial and tax information seriously and implement industry-standard security measures.

7. Intellectual Property

The Service and its original content, features, and functionality are owned by Slim Tax and are protected by international copyright, trademark, patent, trade secret, and other intellectual property laws.

8. Subscription and Payments

Certain features of the Service require a paid subscription. By subscribing, you agree to:

  • Pay all applicable fees as described in your selected plan
  • Provide accurate billing information
  • Accept automatic renewal unless cancelled
  • Review our refund policy before subscribing

9. LIMITATION OF LIABILITY

READ THIS SECTION CAREFULLY AS IT LIMITS OUR LIABILITY TO YOU

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW:

  1. IN NO EVENT SHALL SLIM TAX, ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, SUPPLIERS, AFFILIATES, OR LICENSORS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, PUNITIVE, CONSEQUENTIAL, OR EXEMPLARY DAMAGES WHATSOEVER, INCLUDING WITHOUT LIMITATION:
    • DAMAGES FOR LOSS OF PROFITS, REVENUE, GOODWILL, USE, OR DATA
    • TAX PENALTIES, INTEREST, OR ASSESSMENTS IMPOSED BY ANY TAXING AUTHORITY
    • COSTS OF TAX AUDITS, INVESTIGATIONS, OR PROCEEDINGS
    • PROFESSIONAL FEES INCURRED TO RESPOND TO TAX AUTHORITIES
    • CRIMINAL PENALTIES OR PROSECUTION FOR TAX-RELATED OFFENSES
    • DAMAGES ARISING FROM AI ERRORS, HALLUCINATIONS, OR INACCURACIES
  2. OUR TOTAL LIABILITY SHALL NOT EXCEED THE AMOUNT YOU PAID TO US IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO LIABILITY
  3. THESE LIMITATIONS APPLY REGARDLESS OF THE THEORY OF LIABILITY, WHETHER BASED ON CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY, OR OTHERWISE
  4. THESE LIMITATIONS APPLY EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES
  5. SOME JURISDICTIONS DO NOT ALLOW EXCLUSION OF IMPLIED WARRANTIES OR LIMITATION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THESE LIMITATIONS MAY NOT APPLY TO YOU

10. INDEMNIFICATION

YOU AGREE TO DEFEND, INDEMNIFY, AND HOLD HARMLESS SLIM TAX, ITS PARENT COMPANIES, SUBSIDIARIES, AFFILIATES, OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, PARTNERS, SUPPLIERS, AND LICENSORS FROM AND AGAINST ANY AND ALL CLAIMS, DAMAGES, OBLIGATIONS, LOSSES, LIABILITIES, COSTS, DEBT, AND EXPENSES (INCLUDING BUT NOT LIMITED TO ATTORNEY'S FEES) ARISING FROM:

  • YOUR USE OR MISUSE OF THE SERVICE
  • YOUR VIOLATION OF THESE TERMS OF SERVICE
  • YOUR VIOLATION OF ANY APPLICABLE LAW OR REGULATION
  • YOUR VIOLATION OF ANY THIRD-PARTY RIGHT
  • ANY TAX LIABILITIES, PENALTIES, OR INTEREST YOU INCUR
  • ANY AUDIT, INVESTIGATION, OR PROCEEDING BY TAX AUTHORITIES
  • YOUR TAX FILINGS, POSITIONS, OR STRATEGIES
  • ANY CONTENT OR DATA YOU SUBMIT TO THE SERVICE
  • YOUR NEGLIGENCE OR WILLFUL MISCONDUCT

This indemnification obligation will survive the termination of these Terms and your use of the Service.

11. Modifications to Terms

We reserve the right to modify these terms at any time. We will notify users of any material changes via email or through the Service. Your continued use of the Service after such modifications constitutes acceptance of the updated terms.

12. Termination

We may terminate or suspend your account and access to the Service immediately, without prior notice or liability, for any reason, including breach of these Terms.

13. DISPUTE RESOLUTION

Mandatory Arbitration

ANY DISPUTE ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICE SHALL BE FINALLY SETTLED BY BINDING ARBITRATION IN ACCORDANCE WITH THE COMMERCIAL ARBITRATION RULES OF THE AMERICAN ARBITRATION ASSOCIATION. THE ARBITRATION SHALL BE CONDUCTED IN DELAWARE, AND JUDGMENT ON THE AWARD MAY BE ENTERED IN ANY COURT HAVING JURISDICTION.

Class Action Waiver

YOU AGREE THAT ANY DISPUTES SHALL BE BROUGHT IN YOUR INDIVIDUAL CAPACITY ONLY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS OR REPRESENTATIVE PROCEEDING. NO ARBITRATOR SHALL HAVE AUTHORITY TO AWARD RELIEF FOR OR AGAINST ANYONE WHO IS NOT A PARTY TO THE PROCEEDING.

Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Delaware, without regard to its conflict of law principles. Any legal action not subject to arbitration shall be brought exclusively in the federal or state courts located in Delaware.

14. ADDITIONAL PROTECTIVE PROVISIONS

No Warranties

THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT ANY WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, OR ACCURACY.

Force Majeure

We shall not be liable for any failure or delay in performance due to circumstances beyond our reasonable control, including but not limited to acts of God, natural disasters, war, terrorism, riots, embargoes, acts of civil or military authorities, fire, floods, accidents, strikes, or equipment failures.

Severability

If any provision of these Terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary so that these Terms shall otherwise remain in full force and effect.

Entire Agreement

These Terms constitute the entire agreement between you and Slim Tax regarding the Service and supersede all prior and contemporaneous agreements, proposals, or representations, written or oral, concerning its subject matter.

15. USER ACKNOWLEDGMENTS

BY USING THE SERVICE, YOU EXPLICITLY ACKNOWLEDGE AND AGREE THAT:

  • YOU HAVE READ AND UNDERSTOOD THESE TERMS IN THEIR ENTIRETY
  • YOU HAVE HAD THE OPPORTUNITY TO CONSULT WITH LEGAL COUNSEL
  • YOU UNDERSTAND THE RISKS INVOLVED IN TAX PLANNING
  • YOU WILL NOT RELY SOLELY ON THE SERVICE FOR TAX DECISIONS
  • YOU WILL CONSULT QUALIFIED PROFESSIONALS
  • YOU ASSUME ALL RISKS ASSOCIATED WITH YOUR TAX POSITIONS

16. Contact Information

If you have any questions about these Terms of Service, please contact us at:

Slim Tax

Email: legal@slim.tax

Website: www.slim.tax