These Terms of Service ("Terms") govern your access to and use of the MarketWise Tax website and related services (collectively, the "Services"). By creating an account or using the Services, you agree to these Terms.
1. Our services
MarketWise Tax provides the website, signup, questionnaire, service selection, and payment front end for tax preparation, bookkeeping, business formation, and tax strategy services. After you sign up and pay, you receive an invitation to a secure third-party client portal (TaxDome), a professional tax practice-management platform, where you upload documents, communicate with the tax team, and review and sign your return.
Tax return preparation and filing are performed by a third-party professional tax preparation team working through that secure portal. MarketWise Tax is not itself a tax preparation firm and does not prepare or file tax returns.
2. Not investment, legal, or individualized tax advice
Content on our website and within the Services is for general informational purposes and is not a substitute for individualized legal, investment, or tax advice. MarketWise Tax does not provide investment advice or manage securities. Always rely on the formal engagement letter and written guidance provided to you as part of a paid engagement.
3. Account responsibilities
You are responsible for the accuracy of the information you provide, for keeping your login credentials confidential, and for all activity that occurs under your account. Notify us immediately of any unauthorized use.
4. Client portal and document handling
MarketWise Tax does not collect or store tax documents on its website. All tax documents and sensitive tax information are uploaded by you directly into the secure third-party client portal, where they are handled under the portal provider's security and privacy practices and may be processed by our third-party tax preparation partners, who may be located outside your country of residence.
Your use of the third-party client portal is also subject to the portal provider's own terms and policies. You are responsible for retaining your own copies of any documents you provide.
5. Fees and payment
Fees for services are disclosed before you engage and are billed through our payment processor. All fees are non-refundable once work has commenced unless otherwise stated in your engagement letter.
6. Acceptable use
You agree not to misuse the Services, including attempting to access another user's account, uploading malicious code, reverse-engineering the platform, or using the Services to violate any law.
7. Third-party providers
Tax preparation, filing, and related professional work is performed by a third-party professional tax preparation team, and document handling and communication take place through a third-party client portal provider. These third parties operate independently of MarketWise Tax. MarketWise Tax is not responsible for the independent professional judgment of the tax preparation team or for the operation of the portal provider's platform, though we stand behind the partners we choose to work with and will assist if issues arise.
8. Disclaimers and limitation of liability
The Services are provided "as is" and "as available" without warranties of any kind, except as expressly stated in a signed engagement letter. To the maximum extent permitted by law, MarketWise Tax's aggregate liability for any claim arising out of the Services will not exceed the fees you paid to MarketWise Tax in the twelve months preceding the claim.
9. Termination
You may stop using the Services at any time. We may suspend or terminate your access to the Services for any reason, including breach of these Terms. Sections that by their nature should survive termination will survive.
10. Changes to these Terms
We may update these Terms from time to time. Material changes will be communicated by posting the updated version on this page and, where appropriate, notifying you directly.
11. Contact us
Questions about these Terms? Email us at hello@marketwisetax.com.