Our Services

To ensure the quality of the AdvisorIQ Services experience, we have set-up our Terms of Use for our mutual benefit. If you violate these rules, it will mean that you’ve broken the Terms of Use, and this may result in the termination of your account.

We provide comprehensive Tax Strategy management solutions to automate and streamline Tax Firm Advisory practices (the “Services”).

These Terms of Use bind you and are important.

Please read them.

Your Acknowledgment and Acceptance of these Terms provides the www.taxplaniq.com site, henceforth known as “TaxPlanIQ” “Us” or “We,” and various related sites, downloads, software, apps, systems, technology, and services (collectively, the “Site”) to you, the user, subject to your compliance with all the terms, conditions, and notices contained or referenced herein (the “Terms of Use”), as well as any other written agreement between you and us.

Also, when accessing particular services, software, or materials using the Site, you are subjected to any posted rules applicable to such services or materials that might contain terms and conditions in addition to those in these Terms of Use. All such guidelines or rules are hereby incorporated by reference into these Terms of Use.

BY USING THE SITE, YOU AGREE TO ABIDE THESE TERMS OF USE. IF YOU DO NOT WISH TO ABIDE THESE TERMS OF USE, PLEASE EXIT THE SITE NOW. YOUR REMEDY FOR DISSATISFACTION WITH THE SITE, OR ANY PRODUCTS, SERVICES, CONTENT, OR OTHER INFORMATION AVAILABLE ON OR THROUGH THE SITE, IS TO STOP USING THE SITE AND/OR THOSE PARTICULAR PRODUCTS, SOFTWARE, OR SERVICES. YOUR AGREEMENT WITH US REGARDING COMPLIANCE WITH THESE TERMS OF USE BECOMES EFFECTIVE IMMEDIATELY UPON COMMENCEMENT OF YOUR USE OF THE SITE, OR ANY PART THEREOF.

These Terms of Use are effective as of the “Last Modified” date identified at the top of this page.

We expressly reserve the right to change these Terms of Use from time to time without notice to you other than updating these Terms of Use on our Site. You acknowledge and agree that it is your responsibility to review this Site and these Terms of Use from time to time and to familiarize yourself with any modifications. Your continued use of this Site after such modifications will constitute acknowledgment of the modified Terms of Use and agreement to abide and be bound by the modified Terms of Use. However, for any material modifications to the Terms of Use or if such modifications materially alter your rights or obligations hereunder, such amended Terms of Use will automatically be effective upon the earlier of

Your continued use of this Site with actual knowledge of such modifications, or 30 days from publication of such modified Terms of Use on this Site. Notwithstanding the foregoing, the resolution of any dispute that arises between you and us will be governed by the Terms of Use in effect at the time such dispute arose. As used in these Terms of Use, references to our “Affiliates” include our owners, subsidiaries, affiliated companies, officers, directors, suppliers, partners, sponsors, and advertisers, and includes (without limitation) all parties involved in creating, producing, and/or delivering the Site and/or its components, software, and content.

Privacy Policy

Please review the TaxplanIQ privacy policy at TaxplanIQ/privacy-policy. The terms of the Privacy Policy are incorporated into and considered a part of, these Terms of Use.

License

We may provide software from time to time for you to download so that you can access or use our Services (the “Software”). We give you a limited, revocable, non-transferable, license for you to use such Software provided by us solely in connection with our Services. You also agree to follow our instructions to delete or return the software upon our request.

Services

The Services we provide are non-transferable. You cannot sell or transfer the Services we provide to any person for any reason at any time.

Your TaxPlanIQ account is also non-transferable.

That means if one person signs up, you cannot transfer ownership of that account to another person. We will provide the Services by following all the laws applicable to Us concerning such Services.

You agree not to (a) reverse engineer, disassemble, decompile or otherwise attempt to derive any of our Software, technology, or the Site, (b) make any of our Software or technology available to any third parties, (c) modify, adapt, translate or create derivative works based on our Software, technology or the Site, (d) reproduce any portion of the Site, Software, or technology, or (e) permit or authorize any person other than you to access our Software or your account.

If you ever feel like our Site could be better, please share your feedback with us. We certainly appreciate anything you may suggest to make the Site better. If you provide any such feedback or suggestions to Us, We may use all such feedback and suggestions for any purpose. So that we may use and incorporate such feedback or suggestions into the Site, We alone will own all right, title and interest, including all related intellectual property rights, in and to all such feedback or suggestions and you hereby assign all such feedback and suggestions to Us, without any charges.

Fees

When you sign up on our Site you will provide us with a valid credit or debit card or other payment methods acceptable to us and will keep such card active and updated at all times. You agree (i) that we may begin charging you as soon as you begin accessing or ordering Services from us, and (ii) to pay for all Services ordered through our Site, whether or not satisfied with such Services. You acknowledge and agree that no charges by us are refundable to you. You agree to all additional terms included in any other form agreed by you, whether in a click-through, electronic signing, or paper format. All non-public pricing terms are confidential, and you agree not to disclose them to any third party. You agree to provide us with complete and accurate billing and contact information and to update such information within 10 days of any change.

No Use By Children Under Age 13

If you are under the age of 13, please do not attempt to register with us at the Site or provide any personal information about yourself to Us if We learn that We have collected personal information from a child under the age of 13. We will promptly make a good faith attempt to locate, isolate, and delete that information. If you believe We have collected personal information from a child under the age of 13, please Contact Us. If you are over the age of 13, you may provide us with whatever information about yourself necessary for Us to provide the Services you request, and We will only use this information pursuant to our Privacy Policy.

Trademarks

All trademarks, logos and, service marks displayed on the Site are TaxPlanIQ’s property or the property of other third parties. You are not permitted to use these marks without prior written consent from Qount. You consent for us to display your trade and service marks on the Site and identify you as a customer of ours. You acknowledge and agree that We may develop and publish case studies highlighting the main benefits provided to you by Us.

Third-Party Links

The Site may contain links to other websites operated by third parties. Such third party websites are not under the control of TaxPlanIQ. TaxPlanIQ is not responsible for the content of any third-party website or any link contained in a third party website. TaxPlanIQ provides these links only as a convenience and does not review, approve, monitor, endorse, warrant, or make any representations with respect to third party websites. If you decide to access any of the third-party websites linked to the Site, you do this entirely at your own risk. Third-party websites are subject to their terms and policies, including privacy and data gathering practices.

Guarantee, Warranty, and Limitations on Damages

There is no warranty provided by our Services. What we will promise is that we’ll do our best to provide the most timely, professional, accurate Services we can. If we fall short, err, or make a mistake in any of the Services provided, although we’ll be deeply sorry, you agree that you can’t hold us liable for it (or the results) legally or morally.

You agree to indemnify, defend and hold us harmless from and against any and all claims, demands, actions, costs, liabilities, losses, and damages of any kind (including attorneys’ fees) resulting from your registration with, use of Services provided to you, or activities on the Site, your breach of any provision of these Terms of Use and/or any intentional wrongdoing by you.

In connection with any such defense, you shall employ counsel acceptable to us, and we shall be entitled to participate in such defense at our own cost and expense.

WE PROVIDE THE SITE, OUR SOFTWARE, IT’S CONTENT AND OUR SERVICES “AS IS” WHERE IS, AND WITHOUT ANY WARRANTY OF ANY KIND, EXPRESS, IMPLIED OR STATUTORY. WE SPECIFICALLY DISCLAIM THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT. WE ALSO DO NOT GUARANTEE ANY INFORMATION OR SERVICES PROVIDED TO YOU BY US, OR ACCESSED THROUGH OUR SITE, OR THE CONTINUOUS, UNINTERRUPTED OR SECURE ACCESS TO THE SITE OR OUR SERVICES, AND OPERATION OF THE SITE MAY BE INTERFERED WITH BY NUMEROUS FACTORS OUTSIDE OF OUR CONTROL. YOU USE THIS SITE AT YOUR OWN RISK.

You release Us and hereby hold Us (and our agents, directors, officers, employees and content providers) harmless from any and all claims, demands, and damages (actual, consequential and punitive) of every kind and nature, known and unknown, suspected and unsuspected, disclosed and undisclosed, whether or not suit is instituted, arising out of or in any way connected with the Site, or your use hereof or activities hereon (the “Released Claims”). You waive the provisions of any state law limiting or prohibiting a general release and acknowledge that you have read and understand, and expressly waive the benefits of Section 1542 of the Civil Code of California which provides that:

A GENERAL RELEASE DOES NOT EXTEND TO CLAIMS THAT THE CREDITOR OR RELEASING PARTY DOES NOT KNOW OR SUSPECT TO EXIST IN HIS OR HER FAVOR AT THE TIME OF EXECUTION OF THE RELEASE AND THAT, IF KNOWN BY HIM OR HER, WOULD HAVE MATERIALLY AFFECTED HIS OR HER SETTLEMENT WITH THE DEBTOR OR RELEASED PARTY.
You agree that We have no liability, whatsoever, for the unavailability of the Site. We will also not have any liability for any loss of data or transactions resulting from delays or service interruptions caused by Us, any third party acts or any other web host providers or the Internet infrastructure and network internal or external to the Site.

IN NO EVENT SHALL TAXPLANIQ BE LIABLE FOR ANY INDIRECT, CONSEQUENTIAL, INCIDENTAL, SPECIAL, PUNITIVE OR EXEMPLARY DAMAGES, OR FOR ANY LOSS OF PROFITS OR REVENUE, REGARDLESS OF WHETHER WE KNEW OR SHOULD HAVE KNOWN OF THE POSSIBILITY OF SUCH DAMAGES, AND IN NO EVENT SHALL OUR TOTAL CUMULATIVE LIABILITY UNDER THIS AGREEMENT EXCEED THE LESSER OF (i) U.S. $3,000 AND (ii) THE AMOUNTS WHICH YOU HAVE ACTUALLY PAID TO US IN CONNECTION WITH YOUR USE OF THE SITE. THIS LIMITATION MAY NOT BE APPLICABLE IN CERTAIN CIRCUMSTANCES OR CERTAIN STATES.

The limitations of liability provided in these Terms of Use insure to the benefit of Us, our affiliates,, and to all of our respective officers, directors, employees, attorneys, and agents.

Intellectual Property Ownership and Confidentiality

You may use the Services we provide for your operations. If someone compels Us by law to identify what services we provided to you, We will use reasonable efforts to alert you of such a process if we can as soon as reasonably practicable.

As used in these Terms of Use, your confidential information means non-public information that you provide to Us that you reasonably expect Us to keep secret, including your personal information (i.e., your name, your identification numbers, your credit card information, and similar information), but does not include information that (1) becomes generally available to the public other than an unauthorized disclosure by Us; (2) was or becomes available to Us on a non-confidential basis prior to your disclosure of the information to Us; (3) is independently developed by Us without using your confidential information; or (4) information We are required to disclose by a warrant, subpoena or other requests in an investigation or legal proceeding or where disclosure is necessary to protect TaxPlanIQ’s rights or property.

Data Ownership

What’s ours is ours, and what’s yours is yours. Title to and all intellectual property rights in your data remain your property. However, your access to the data is contingent on full payment of the applicable service fees when due. You grant TaxPlanIQ a non-exclusive, worldwide, transferable, sub-licensable, royalty-free, fully paid-up license to use, copy, transmit, store, back-up and, otherwise process your data for the purpose of providing the products and services to you.

You need to maintain regular backups of your data or redundant data archives. TaxPlanIQ adheres to certain policies and procedures to prevent loss of data but does not make any guarantees that there will be no loss, alteration, destruction, damage, or corruption of your data.
TAXPLANIQ HAS NO OBLIGATION OR LIABILITY FOR ANY LOSS, ALTERATION, DESTRUCTION, DAMAGE, CORRUPTION, OR RECOVERY OF ANY DATA.

If you enable any third-party applications for use in conjunction with Our Site, you acknowledge that TaxPlanIQ may allow the providers of those third-party applications to access your data as required for the interoperation of such third-party applications with Our Site. TaxPlanIQ is not responsible for any disclosure, loss, alteration, destruction, damage, corruption, or deletion of your data resulting from any such access by third-party application providers.

Cancellations

If you leave us, We’ll miss you dearly, but We won’t hold you back. To cancel, just email our Client Happiness team at support@taxplaniq.com and ask us to close your account. We may close your account for any or no reason at any time immediately upon notice to you.

Governing Law

We are based in the United States of America, and make no claims that We or our content is appropriate or may be legally accessed, used, or downloaded outside of the United States.

Access to the Site may not be legal by certain persons or in certain countries. If you access our Site from outside the United States, you do so at your own risk and are responsible for compliance with the laws of your jurisdiction.

By accessing, registering with, or using the Site, you agree that these Terms of Use and your use of the Site shall be governed in all respects by the internal substantive laws of the State of Texas, without regard to conflicts of laws rules and shall not be governed by the United Nations Convention on the International Sale of Goods or the laws of any other jurisdiction, state or country. You further submit to the exclusive jurisdiction and venue in the state and federal courts located in the State of Texas in and for the county of Collin and further agree that any cause of action, lawsuit, arbitration, or other dispute resolution procedure you may bring arising under or concerning this Site, or your use of or activities in connection with this Site shall be brought by you exclusively in the state or federal court or arbitration facility located in the State of Texas, Collin County having subject matter jurisdiction thereof.

These Terms of Use, and any order form signed with Us, constitute the entire agreement between you and Us and, except as otherwise set forth herein, any modification thereto has to be reduced to a writing signed by you and Us specifically referencing these Terms of Use.

General Provisions

If any provision in these Terms of Use is, for any reason, held to be invalid or unenforceable, the other provisions of these Terms of Use will be unimpaired, and the invalid or unenforceable provision will be deemed modified so that it is valid and enforceable to the maximum extent permitted by law. If you have any questions about the foregoing, please contact Qount at the following email address: info@Qount.io.

*Disclaimers:

The tools provided are used at the users’ risk level. Compliance with federal and state tax laws is still the responsibility of the user(s). Meyer Tax LLC, AdvisorIQ, and Qount.io are not responsible for any non-compliance.

TaxPlanIQ is not tax projection software, instead it is tax strategies planning software.

TaxPlanIQ is intended to guide accountants in calculating and pitching tax planning services to clients; thus, accountants must select from strategies within the intuitive search feature of the portal in order to reach computations.

Call to action to begin determining the cost of tax strategies for clients ASAP.
Show and PROVE your worth.
Build a more modern firm.
Grow a loyal client base.
No more guesswork.
No more missed opportunities.

*Disclaimers:

TaxPlanIQ is not tax projection software. Instead, it is tax strategies planning software.

TaxPlanIQ is intended to guide accountants in calculating and pitching tax planning services to clients; thus, accountants must select from strategies within the intuitive search feature of the portal in order to reach computations.

The tools provided are used at the users’ risk level. Compliance with federal and state tax laws is still the responsibility of the user(s). Meyer Tax LLC is not responsible for any non-compliance.

Fully Customizable Correspondence

  • Internal: FULL workflow tracking, instant messenger, team boards, etc.
  • External: Add invoicing, ACH billing, engagement letters, e-organizer/checklists