Taxsaver AI Agent

How I automated receipt-to-deduction in 10 minutes (stack + steps)”

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Stack = Phone Camera → OCR → Categorizer → Deduction Rules → Export

Terms & Conditions

Last Updated: [Insert Date]

By purchasing, accessing, or using this product, you agree to the following Terms & Conditions. If you do not agree, do not purchase or use this product.

1. Nature of the Product

This product is a software-based, AI-assisted tax preparation and organization tool designed to help users input, organize, and prepare tax-related information.

This product:

• Does not provide legal, tax, or financial advice
• Is not a substitute for a licensed CPA, EA, or tax attorney
• Is intended for educational and convenience purposes only

2. No Professional Relationship

Use of this product does not create a CPA-client, attorney-client, fiduciary, or advisory relationship between you and the product creator.

You acknowledge that no professional advice is being provided.

3. AI & Automation Disclosure

This product uses artificial intelligence and automated systems to process user-submitted information.

You understand and agree that:

• AI systems may produce errors, omissions, or misinterpretations
• Outputs are based solely on the data you provide
• AI results must be reviewed by you before filing

Final responsibility for accuracy rests entirely with the user.

4. User Responsibilities

You agree that you are solely responsible for:

• Providing complete, accurate, and truthful information
• Reviewing all outputs, calculations, and tax forms
• Ensuring compliance with federal, state, and local tax laws
• Filing your tax return and making payments on time

You acknowledge that tax laws vary by jurisdiction and individual circumstance.

5. Filing, Acceptance & IRS Disclaimer

We do not guarantee:

• IRS or state acceptance of any return
• Accuracy of final tax outcomes
• Eligibility for deductions, credits, or refunds

We are not responsible for:

• IRS or state audits
• Penalties, interest, or additional taxes assessed
• Delays, rejections, or corrections required after filing

6. Documentation & Verification

We do not verify the authenticity, completeness, or legality of any documents uploaded, including but not limited to:

• W-2s
• 1099s
• Receipts
• Expense records
• Income statements

All outputs rely entirely on user-submitted data.

7. Limitation of Liability

To the maximum extent permitted by law:

• We shall not be liable for any direct, indirect, incidental, consequential, or punitive damages
• Total liability shall not exceed the amount paid for this product

By using this product, you agree to hold harmless and indemnify the creator from any claims, losses, or damages arising from its use.

8. No Audit or Representation Services

This product does not include:

• IRS or state audit support
• Representation before tax authorities
• Amended return preparation
• Legal defense or correspondence

9. Refund Policy

Due to the digital nature of this product and immediate access upon purchase, all sales are final unless otherwise stated.

No refunds will be issued once the product has been accessed or used.

10. Intellectual Property

All content, software logic, workflows, prompts, templates, and materials are the intellectual property of the product creator.

You may not:

• Resell
• Redistribute
• Copy
• License
• Share access with third parties

11. Access & Availability

We reserve the right to:

• Modify or discontinue features
• Update content
• Suspend access for misuse or violation of these terms

Access is provided “as is” without guarantees of uptime or availability.

12. Privacy & Data Handling

User data is processed solely to provide the functionality of the product.

We do not guarantee absolute security and are not liable for data breaches beyond reasonable control.

Users are responsible for safeguarding their own personal and financial information.

13. Governing Law

These Terms & Conditions shall be governed by and interpreted under the laws of the United States, without regard to conflict of law principles.

14. Acceptance of Terms

By purchasing or using this product, you confirm that:

• You have read and understood these Terms
• You accept full responsibility for your tax filings
• You agree to be bound by these Terms & Conditions

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☐ I understand this product is not tax advice and that I am responsible for reviewing and filing my tax return.