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Terms of Service

Rules for using TaxAssembly websites, classroom education products, and related services.

Last updated: August 13, 2026

1. Agreement to these Terms

These Terms of Service (the “Terms”) are a binding agreement between you and TaxAssembly LLC (“TaxAssembly,” “we,” “us,” or “our”) governing access to and use of taxassembly.com, related subdomains, classroom pilots, browser interfaces, and any software, content, or services we make available (collectively, the “Service”).

By accessing or using the Service, creating an account, clicking to accept, or allowing students or staff to use the Service under your institution or firm, you agree to these Terms and to our Privacy Policy and Disclaimer. If you do not agree, do not use the Service. If you accept on behalf of a school, university, department, or other organization, you represent that you have authority to bind that organization, and “you” includes that organization.

2. What TaxAssembly is (and is not)

TaxAssembly provides an education and practice platform for accounting and related business subjects. Depending on the product area, the Service may include practice cases, mock client files, documents, workpapers, simulations, course maps aligned to common textbook sequences, quizzes and scoring, and dashboards for instructors. Firm-style workflow pages, if reachable, are demonstration or training only and are not the classroom product.

Covered learning areas may include, without limitation, financial accounting, managerial accounting, intermediate accounting, federal income taxation, auditing and assurance, and related professional skills. Product names, URLs, or historical branding that mention “tax” do not limit the scope of the Service to tax alone.

TaxAssembly is a technology and education company. We are not a CPA firm, public accounting firm, law firm, enrolled agent practice, registered investment adviser, broker-dealer, or tax return preparer. Use of the Service does not create a client, advisory, fiduciary, or professional relationship with us. Nothing in the Service is tax, legal, accounting, audit, assurance, investment, or other professional advice for any real person, entity, return, engagement, or filing.

3. Educational purpose; no real-world reliance

The Service is designed for teaching, practice, assessment, product evaluation, and training. Simulated answers, scores, feedback, answer keys, firm guides, engagement letters, audit reports, tax computations, journal entries, and similar outputs are instructional artifacts only. They are not:

  • Filed returns, signed opinions, or client deliverables
  • Compliance determinations for any real taxpayer or entity
  • Substitutes for textbooks, standards, statutes, or instructor judgment
  • Guarantees of exam performance (including CPA, EA, or course exams), licensing, or employment outcomes

Scores in the Service are for assigned class work. Whether an instructor counts them toward a course grade is the instructor's and the school's decision. TaxAssembly does not submit grades to a school system and does not determine institutional grades or academic credit.

You are solely responsible for verifying any concept against current authoritative sources (for example, FASB/GAAP, PCAOB/AICPA standards, the Internal Revenue Code and regulations, and your course materials) and for obtaining advice from qualified professionals when dealing with real matters.

4. Fictional content; publisher and third-party labels

Practice cases, clients, documents, numbers, narratives, and many “real world” teaching examples are fictional, hypothetical, anonymized, or simplified for instruction unless we clearly identify otherwise. Do not treat fictional names, logos, documents, or facts as describing real people, firms, or events.

Course Map labels, publisher names, edition years, chapter numbers, and textbook titles are alignment references only to help instructors map practice work to common course sequences. They do not mean that any publisher, author, university, or standard-setter sponsors, endorses, partners with, licenses, or is affiliated with TaxAssembly. All TaxAssembly cases and materials are original educational works created by or for TaxAssembly unless expressly attributed otherwise.

Where we link to or display excerpts of third-party materials (for example, public SEC filings), those materials remain the property of their owners. We do not claim ownership of third-party filings, and we do not guarantee that any linked material remains available, complete, or current.

5. Eligibility and accounts

You must be able to form a binding contract under applicable law to use the Service. The Service is intended for college-level and adult professional learners and instructors. It is not directed to children under 13. If you are between 13 and the age of majority where you live, you may use the Service only with consent of a parent, guardian, or educational institution that is authorized to enroll you.

Classroom accounts work as follows. Students join a class in one of two ways, chosen by the instructor: (a) a class join code plus a school email address, without providing a name; or (b) a sign-in code the instructor issues, in which case we do not collect a name or email. Self-registration with a school email currently requires an address ending in “.edu” (U.S. institutions). Professors and other instructors cannot create their own accounts; an administrator creates them. We do not send confirmation or password-reset email. A student who forgets a password receives a temporary one from the instructor or an administrator, who can therefore sign in as that student. Sessions last several days and are not ended solely because the browser was left idle.

You are responsible for all activity under your credentials and for keeping passwords and sign-in codes confidential. Notify us promptly of unauthorized use. We may suspend, limit, or terminate accounts that violate these Terms, create security or legal risk, or are inactive.

6. Institutional and instructor use

If you are a professor, instructor, teaching assistant, school, or other institution using the Service with students:

  • You are responsible for obtaining any required institutional approvals and for complying with your school's policies, FERPA (where applicable), and other education-privacy laws.
  • You control how you assign work, set deadlines, release answers, and interpret scores. TaxAssembly does not determine academic credit or institutional grades, and it does not submit grades to a school learning-management or student-information system.
  • You agree not to upload or require students to upload sensitive personal data beyond what is reasonably needed for classroom use (for example, avoid Social Security numbers, bank account numbers, and real client files). Email-mode classes collect a school email from the student; code-mode classes collect neither a name nor an email.
  • Unless a separate written agreement says otherwise, classroom pilot access is provided as-is for evaluation and instruction during the agreed period.

7. Classroom pilots and production environments

The Service is offered primarily as a classroom pilot using fictional case materials. A public passwordless sample-case demo is not currently offered. Pilot environments may be reset, modified, or discontinued at any time. Unless we have expressly agreed in a signed order form, data processing agreement, or other written contract to a production deployment with defined safeguards, you agree not to upload real taxpayer identifying information, real client files, real patient or employee HR files, or other highly sensitive personal data into the Service.

8. Acceptable use

You agree not to, and not to permit others to:

  • Use the Service for unlawful, harmful, fraudulent, or misleading purposes
  • Misrepresent TaxAssembly as a CPA firm or as providing professional tax, audit, assurance, or accounting services to the public
  • Upload malware, attempt unauthorized access, probe vulnerabilities without permission, disrupt the Service, or interfere with other users
  • Scrape, harvest, bulk-download, or systematically extract content, answer keys, or user data except as expressly allowed by features we provide to you
  • Reverse engineer, decompile, or create derivative works of the Service except to the limited extent such restriction is prohibited by law
  • Remove proprietary notices, or use our trademarks, case materials, or branding without permission
  • Share instructor-only answer keys or solution materials outside the class or role for which they were provided, except as your instructor or institution allows
  • Use the Service to cheat on exams or violate academic integrity policies of your institution
  • Resell, sublicense, or provide the Service to third parties as a competing product without our written consent

9. User content and feedback

You retain ownership of content you submit (for example, answers, document markup, and course settings an instructor enters), subject to the licenses below. You grant TaxAssembly a worldwide, non-exclusive, royalty-free license to host, process, display, and use that content as needed to operate, secure, support, and improve the Service and to fulfill our agreements with you or your institution.

You represent that you have the rights to submit the content and that it does not violate law or third-party rights. If you provide feedback or suggestions, you grant us a perpetual, irrevocable, royalty-free license to use them without restriction or compensation.

10. Intellectual property

TaxAssembly and its licensors own the Service, including software, UI/UX, branding, practice cases, fictional clients, documents, reading materials, answer guides, course maps, and other content we provide. Except for the limited right to use the Service as permitted under these Terms (and any separate license or institutional agreement), no rights are granted. You may not copy, distribute, publicly post, or commercially exploit our educational materials outside the Service without prior written permission.

11. Third-party services

The Service may rely on or link to third-party hosting, databases, error reporting, or content providers. Those services are governed by their own terms. We are not responsible for third-party sites or services we do not control. The classroom product does not send email (including password-reset or marketing messages).

12. Disclaimers

THE SERVICE AND ALL CONTENT ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS. TO THE FULLEST EXTENT PERMITTED BY LAW, TAXASSEMBLY DISCLAIMS ALL WARRANTIES, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, SECURE, OR FREE OF HARMFUL COMPONENTS, OR THAT CONTENT IS COMPLETE, CURRENT, ACCURATE, OR SUITABLE FOR ANY REAL ENGAGEMENT, FILING, EXAM, OR BUSINESS DECISION.

13. Limitation of liability

TO THE FULLEST EXTENT PERMITTED BY LAW, TAXASSEMBLY LLC AND ITS FOUNDERS, OFFICERS, DIRECTORS, EMPLOYEES, CONTRACTORS, AGENTS, AND AFFILIATES WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE, DATA, GOODWILL, ACADEMIC OUTCOMES, BUSINESS INTERRUPTION, OR COST OF SUBSTITUTE SERVICES, ARISING OUT OF OR RELATED TO THE SERVICE OR THESE TERMS, WHETHER BASED IN CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY, OR OTHERWISE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

TO THE FULLEST EXTENT PERMITTED BY LAW, OUR TOTAL LIABILITY FOR ALL CLAIMS RELATING TO THE SERVICE OR THESE TERMS WILL NOT EXCEED THE GREATER OF (A) THE AMOUNTS YOU PAID TO TAXASSEMBLY FOR THE SERVICE IN THE TWELVE (12) MONTHS BEFORE THE CLAIM AROSE OR (B) ONE HUNDRED U.S. DOLLARS (US $100). THE EXISTENCE OF MULTIPLE CLAIMS DOES NOT EXPAND THIS LIMIT. SOME JURISDICTIONS DO NOT ALLOW CERTAIN LIMITATIONS; IN THOSE JURISDICTIONS OUR LIABILITY IS LIMITED TO THE MAXIMUM EXTENT PERMITTED.

14. Indemnification

You agree to defend, indemnify, and hold harmless TaxAssembly and its founders, officers, employees, and agents from and against any claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) your use of the Service; (b) your content; (c) your violation of these Terms or applicable law; (d) your misuse of educational materials as professional advice or client work; or (e) if you are an institution or instructor, claims by students or third parties arising from your classroom policies, grading decisions, or data you submit about students, except to the extent caused by our willful misconduct.

15. Suspension and termination

You may stop using the Service at any time. Students cannot delete their own accounts in the product; a deletion request goes through the instructor or an administrator, or by contacting us. We may suspend or terminate access immediately if you breach these Terms, if required by law, or if continued use creates risk to the Service, other users, or third parties. Provisions that by their nature should survive (including intellectual property, disclaimers, limitations of liability, indemnification, and governing law) will survive termination.

16. Changes to the Service and Terms

We may modify or discontinue features of the Service at any time. We may update these Terms from time to time. We will post the revised Terms with an updated “Last updated” date. Material changes take effect when posted or on a later date we specify. Continued use after the effective date constitutes acceptance. If you do not agree, stop using the Service.

17. Governing law and disputes

These Terms are governed by the laws of the State of Mississippi, USA, without regard to conflict-of-law rules, except where mandatory consumer or education laws of your jurisdiction apply and cannot be waived.

Before filing a claim, you agree to try to resolve the dispute informally by contacting us at jay@taxassembly.com and allowing thirty (30) days for a response. Except where prohibited, any dispute arising out of or relating to these Terms or the Service will be resolved in the state or federal courts located in Mississippi, and you consent to personal jurisdiction there. To the fullest extent permitted by law, you and TaxAssembly waive any right to participate in a class, collective, or representative action. If a court finds this waiver unenforceable as to a particular claim, that claim may proceed individually only to the extent required by law.

18. Export and sanctions

You may not use the Service if you are barred under U.S. export control or sanctions laws, or for any purpose prohibited by those laws.

19. Miscellaneous

These Terms, together with the Privacy Policy, Disclaimer, and any written order form or institutional agreement we execute with you, are the entire agreement regarding the Service and supersede prior conflicting terms for the same subject. If there is a conflict between these Terms and a signed institutional agreement, the signed agreement controls for that institution's paid or pilot deployment. If any provision is held unenforceable, the remaining provisions remain in effect. Our failure to enforce a provision is not a waiver. You may not assign these Terms without our consent; we may assign them in connection with a merger, acquisition, or sale of assets. Notices may be provided by email or by posting in the Service.

20. Contact

Questions about these Terms: jay@taxassembly.com

TaxAssembly LLC