Draft — pending legal review. This document is a template and is not yet in effect.
Legal · Draft

Terms of Service (draft)

The terms that govern use of ninitaxbot.com and NiniTaxBot.

Effective date: [EFFECTIVE DATE] · Draft prepared October 2026

Draft — pending legal review. Bracketed, highlighted items are placeholders for Winthco and its counsel to complete. This draft is not legal advice.

1. Agreement

These Terms of Service ("Terms") govern use of ninitaxbot.com and the NiniTaxBot service provided by [WINTHCO LEGAL ENTITY NAME, e.g. Winthco LLC] ("Winthco"). By using the site or service you agree to these Terms. Pilot participation may also be governed by a separate written pilot agreement, which controls if it conflicts with these Terms.

2. The service

NiniTaxBot provides a client document portal, AI-assisted document classification and data extraction, a review queue, and data files prepared for import into third-party tax software workflows. NiniTaxBot does not calculate taxes, prepare or file returns, or provide tax, legal or accounting advice.

3. Professional responsibility

Customers are responsible for reviewing all extracted data before export and for all returns, filings and advice they provide. AI-generated output may contain errors.

4. Accounts and acceptable use

Customers are responsible for their users' credentials and activity and must not misuse the service, attempt unauthorized access, or upload unlawful content.

5. Customer data

Customers retain their rights in data they upload. Customers grant Winthco the rights needed to provide the service. See the Privacy Policy. [COUNSEL: DATA PROCESSING TERMS, §7216 CONSENTS, CONFIDENTIALITY]

6. Third-party software

Canopy, Lacerte, UltraTax CS and Drake are trademarks of their respective owners. Winthco is not affiliated with or endorsed by them and is not responsible for third-party software or changes to their import features or APIs.

7. Fees

[FEES / PILOT TERMS, OR "AS SET OUT IN AN ORDER OR PILOT AGREEMENT"]

8. Disclaimers

[COUNSEL: WARRANTY DISCLAIMER, "AS IS" / BETA LANGUAGE FOR PILOT]

9. Limitation of liability

[COUNSEL: LIABILITY CAP AND EXCLUSIONS]

10. Termination

[TERMINATION RIGHTS AND DATA RETURN/DELETION ON TERMINATION]

11. Governing law

These Terms are governed by the laws of [STATE]. [VENUE / DISPUTE RESOLUTION]

12. Changes

We may update these Terms and will post the updated version with a new effective date.

13. Contact

[WINTHCO LEGAL ENTITY NAME, e.g. Winthco LLC], [STREET ADDRESS, CITY, STATE ZIP]. Email: kyle@winthco.com.