SaaS Sales Tax IQ

by LPB Tax and Accounting Services

Terms of Service

Last updated: June 2025 | LPB Tax and Accounting Services

1. Acceptance of Terms

By accessing or using SaaS Sales Tax IQ (the "Platform"), you agree to be bound by these Terms of Service. If you do not agree, do not use the Platform. These terms apply to all users, including demo visitors, registered users, and subscribers.

2. Description of Service

SaaS Sales Tax IQ is a tax research and compliance decision-support tool for SaaS companies and their advisors. It provides structured research workflows for multi-state sales tax nexus tracking, SaaS taxability analysis, and compliance action management.

Important: The Platform is a research and decision-support tool only. It does not constitute legal or tax advice, does not represent the official position of any taxing authority, and does not replace a state-specific technical review by a qualified tax professional. All conclusions must be independently verified before action is taken.

3. Subscriptions and Billing

Access to full Platform features requires a paid subscription. Subscriptions are billed monthly or annually as selected at checkout. Prices are as posted on the Pricing page and may change with 30 days' notice.

Subscriptions renew automatically unless cancelled before the renewal date. No refunds are provided for partial billing periods. To cancel, contact support@lpbservices.com.

Payment is processed securely through Stripe. LPB Tax and Accounting Services does not store full card numbers.

4. Permitted Use

You may use the Platform to:

  • Research state-level SaaS nexus and taxability for your own company or clients.
  • Document compliance workflows, decisions, and research memos.
  • Export data and reports for internal professional use.

You may not:

  • Resell, sublicense, or redistribute Platform data or research output.
  • Reverse engineer, scrape, or copy the Platform or its underlying data.
  • Use the Platform for any unlawful purpose.
  • Share login credentials across multiple users without an appropriate multi-user plan.

5. Intellectual Property

All Platform content, design, research data, state rule databases, and code are the property of LPB Tax and Accounting Services or its licensors. Your company data and uploaded files remain your property.

6. Limitation of Liability

LPB Tax and Accounting Services provides the Platform "as is" without warranty of any kind. To the fullest extent permitted by law, LPB Tax and Accounting Services is not liable for any indirect, incidental, special, or consequential damages arising from Platform use, including errors in research output, missed compliance deadlines, or tax authority assessments.

Our total liability to you for any claim arising under these terms is limited to the amount you paid for the Platform in the 3 months preceding the claim.

7. Disclaimer of Tax Advice

Research conclusions, nexus determinations, taxability classifications, and action recommendations generated by the Platform are for informational purposes only. They do not constitute a formal tax opinion, legal advice, or representation. Each user bears sole responsibility for independently verifying all Platform output with qualified advisors before filing, registering, or taking compliance action.

8. Account Termination

We reserve the right to suspend or terminate accounts that violate these terms. Upon termination, your data is retained for 90 days to allow retrieval, then permanently deleted.

9. Governing Law

These terms are governed by the laws of the state in which LPB Tax and Accounting Services is registered, without regard to conflict of law provisions.

10. Changes to Terms

We may modify these terms at any time. Continued use of the Platform after changes are posted constitutes acceptance. Material changes will be communicated via email.

11. Contact

Questions about these terms: legal@lpbservices.com or the Contact page.

Nicolette Yearde, CPA, EA, MTax, Certified AI Consultant, QuickBooks ProAdvisor · LPB Tax and Accounting Services

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