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Tax Software-Specific Provisions
Key clauses that directly impact tax software users
IRS Data Sharing
CriticalMany tax platforms share or sell your financial data to third parties, lenders, or marketing partners beyond tax filing purposes.
Accuracy Guarantee Limitations
CriticalAccuracy guarantees often have strict conditions that void coverage, like missing deadlines or failing to input certain data.
Audit Support vs. Defense
High RiskBasic audit support is often just guidance, not actual representation. Full audit defense may cost extra or have enrollment deadlines.
Refund Advance Terms
High RiskRefund advances may come with hidden fees, mandatory arbitration for disputes, or automatic enrollment in additional services.
Data Retention
MediumTax platforms often retain your financial data indefinitely, even after you stop using their service, for "business purposes."
Maximum Refund Guarantee
MediumClaims of "maximum refund" are often limited to comparing identical inputs across platforms, not actual optimization.
Standard Legal Provisions to Review
Data Security
Encryption standards and breach notification policies for sensitive tax data
Arbitration Clause
Whether disputes must go to arbitration instead of court
Price Changes
Mid-filing price increases and premium feature upsells
Support Availability
Access to live support and response time guarantees during tax season
Document Storage
How long they store your returns and access after subscription ends
Data Portability
Ability to export your tax data to switch providers
Penalty Coverage
What IRS penalties or interest they'll cover if they make errors
Liability Limitations
Maximum damages and excluded liability types
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