Terms of Service

Last updated: June 9, 2026

These Terms of Service (“Terms”) are a binding agreement between you (“you,” “Client,” or “your company”) and Fast Filing LLC, a Florida limited liability company doing business as TaxUpside (“TaxUpside,” “we,” “us,” or “our”). They govern your access to and use of our website at taxupside.com, our client portal and dashboard, and the research and development (“R&D”) tax credit services we provide (collectively, the “Services”).

By accessing our website, creating an account, or signing an engagement with us, you agree to these Terms. If you do not agree, do not use the Services.

1. Who We Are and What We Do

TaxUpside helps US companies identify, calculate, document, and claim the federal Research & Development tax credit under Section 41 of the Internal Revenue Code (26 U.S.C. § 41) and related provisions. We combine software tooling with review and attestation by licensed Certified Public Accountants (CPAs).

We are a tax services provider. We are not a law firm, and nothing we provide constitutes legal advice. Estimates produced by our website or platform — including any calculator results — are preliminary, are based on information you supply, and are not tax advice. No estimate is binding until a qualifying calculation has been reviewed and signed by a CPA as part of a signed engagement.

2. Eligibility and Accounts

You must be at least 18 years old and authorized to act on behalf of the company you represent. You agree to provide accurate, current, and complete information and to keep it up to date. You are responsible for safeguarding your account credentials and for all activity that occurs under your account. Notify us promptly at contact@taxupside.com if you suspect unauthorized use.

3. Engagement, Fees, and Payment

The specific scope of work, tax years covered, and fee for each engagement are set out in the separate engagement letter or order form you sign with us (“Engagement Letter”). The Engagement Letter controls if it conflicts with these Terms on matters of scope or fees.

Our standard pricing is contingency-based: our fee is a percentage of the federal R&D tax credit we substantiate for you, as stated in your Engagement Letter. Unless your Engagement Letter says otherwise, fees become due once the credit is filed and claimed on your behalf. We do not charge for the website calculator or for a preliminary estimate. Late amounts may accrue interest as permitted by Florida law.

4. Your Responsibilities

You agree to (a) provide complete and accurate financial, payroll, and project records; (b) give us timely access to systems you authorize us to connect, such as QuickBooks; (c) review deliverables for accuracy before they are filed; and (d) retain your own copies of supporting documentation. You are ultimately responsible for the accuracy of your tax filings and for any positions taken on your tax returns. We rely on the information you provide and do not independently audit it unless your Engagement Letter expressly provides for that.

5. Third-Party Integrations

The Services may let you connect third-party accounts (for example, Intuit QuickBooks). Your use of those services is governed by the third party’s own terms and privacy policies. By connecting an integration, you authorize us to access and use the data necessary to perform the Services. We are not responsible for third-party services, their availability, or their handling of your data on their systems.

6. Audit Defense

Where your Engagement Letter includes audit defense, we will support and substantiate the specific R&D credit positions we prepared for you in the event of an IRS examination of those positions, for the period stated in your Engagement Letter. Audit defense covers the credit work we performed and does not extend to unrelated items on your return, positions you took without us, or amounts you misrepresented to us.

7. Intellectual Property

We own all rights in the TaxUpside website, platform, software, methodologies, templates, and content, excluding your data and the materials you provide. We grant you a limited, non-exclusive, non-transferable right to use the Services for your internal business purposes during your engagement. You retain ownership of the data and documents you upload, and you grant us the right to use them as needed to deliver the Services.

8. Confidentiality

Each party agrees to protect the other’s confidential information and to use it only to perform or receive the Services. We treat your financial records, tax data, and business information as confidential and disclose it only as needed to deliver the Services, as you authorize, or as required by law. Our handling of personal information is described in our Privacy Policy.

9. Disclaimers

The Services and website are provided “as is” and “as available.” Except for express commitments in your Engagement Letter, we disclaim all warranties, whether express or implied, including merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the IRS will accept any particular credit amount, that the website or platform will be uninterrupted or error-free, or that any estimate will match the final credit determined under a signed engagement.

10. Limitation of Liability

To the fullest extent permitted by law, neither party will be liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits or revenue. Except for your payment obligations and either party’s breach of confidentiality, our total aggregate liability arising out of or relating to the Services will not exceed the fees you paid to us under the applicable Engagement Letter in the twelve (12) months preceding the event giving rise to the claim.

11. Indemnification

You agree to indemnify and hold harmless Fast Filing LLC and its members, officers, employees, and contractors from claims, losses, and expenses (including reasonable attorneys’ fees) arising from information you provided that was inaccurate or incomplete, your breach of these Terms, or your violation of applicable law.

12. Term and Termination

These Terms apply for as long as you use the Services. Either party may terminate an engagement as provided in the Engagement Letter. We may suspend or terminate your access if you breach these Terms or fail to pay amounts due. Fees earned before termination, and any sections that by their nature should survive (including Sections 7–11 and 13), survive termination.

13. Governing Law and Disputes

These Terms are governed by the laws of the State of Florida, without regard to its conflict-of-laws rules. The state and federal courts located in Miami-Dade County, Florida have exclusive jurisdiction over any dispute arising out of or relating to these Terms or the Services, and you consent to that jurisdiction and venue.

14. Changes to These Terms

We may update these Terms from time to time. If we make material changes, we will update the “Last updated” date above and, where appropriate, notify you by email or through the platform. Your continued use of the Services after changes take effect constitutes acceptance of the revised Terms.

15. Contact Us

Questions about these Terms can be sent to:

Fast Filing LLC (d/b/a TaxUpside) 4300 Biscayne Blvd, Suite 202, Miami, FL 33137 Email: contact@taxupside.com Phone: (888) 893-8335