Legal & Compliance Center
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Terms & Conditions

Master terms governing your use of the platform and services.

Effective May 25, 2026.

Acceptance

By accessing or using R&A Pro-Tax Software Solutions, you agree to these Terms, our Privacy Policy, and all referenced policies.

Eligibility

You must be 18+, legally able to contract, and (where applicable) hold a valid PTIN, EFIN, and state credentials.

Accounts & Access

You are responsible for all activity under your credentials. Sharing logins is prohibited. We may suspend access for suspected misuse, non-payment, or compliance violations.

Fees & Billing

Fees are listed at point of sale. Subscription fees are billed in advance and are non-refundable except where required by law or our Refund Policy.

Intellectual Property

All platform IP, training, documentation, and software are owned by R&A Pro-Tax Software Solutions or its licensors and are licensed — not sold — under these Terms.

Limitation of Liability

To the maximum extent permitted by law, our aggregate liability shall not exceed the fees paid by you in the twelve (12) months preceding the claim.

Questions? Contact compliance@rossandassociates-protax.com · 725.201.7440 · Secure Fax 725.777.4487.

Contact
  • compliance@rossandassociates-protax.com
  • 725.201.7440
  • Secure Fax 725.777.4487