📋Terms & Conditions
Terms of Service for using Taxsoar's professional tax management and advisory services.
Governing Law: Dutch law, jurisdiction in the Netherlands
📋Services Provided
Professional services offered by Taxsoar
Core Services
• We provide professional bookkeeping, tax compliance, financial reporting, and advisory services
• The scope of services will be confirmed in a written agreement or engagement letter
• Services may involve the use of secure third-party applications and tools, always in compliance with confidentiality and data protection standards
👤Client Responsibilities
Your obligations when using our services
Information Requirements
• Provide complete, accurate, and timely information and documentation
• Ensure that all required records (e.g., invoices, contracts) are available for correct processing
• You remain responsible for the underlying accuracy of the information provided
🎓Professional Standards
Our commitment to professional excellence
Service Delivery
• Services are delivered in accordance with applicable professional and ethical standards
• We do not provide legal representation
• We may be required by law (e.g., Anti-Money Laundering regulations) to conduct due diligence or file reports of unusual transactions. These obligations are statutory and not optional
⚖️Limitation of Liability
TaxSoar maintains professional indemnity (beroepsaansprakelijkheid), general business liability (bedrijfsaansprakelijkheid), and directors & officers liability (bestuurdersaansprakelijkheid) insurance appropriate to the nature of its services. Policy details are available on request.
Liability Limits
• Our liability is limited to the fees actually paid by the client for the specific service to which the damage directly relates, and no more
• Under no circumstances does our total liability exceed €5,000 per incident or per year in aggregate, whichever is lower
• We are not liable for indirect, incidental, or consequential damages, including but not limited to lost profits, fines, penalties, or interest charges, regardless of how they arise
• We are not liable for damage resulting from incomplete, inaccurate, or late information provided by the client
• Clients remain responsible for reviewing and approving all final submissions before filing. TaxSoar's liability ends at the point the client approves
📣 Complaints Procedure
• Complaints regarding work performed or an invoice must be submitted in writing within 30 days of the date the relevant document or output was made available to the client
• Complaints must be sent to TaxSoar's registered email address and must describe the issue, the relevant engagement, and the remedy sought
• TaxSoar will acknowledge receipt within 5 business days and aim to provide a substantive response within 20 business days
• Complaints do not suspend the payment obligation unless TaxSoar confirms in writing that the complaint is justified
• If justified, TaxSoar may, at its sole discretion: adjust the applicable fee; redo the relevant work at no charge; or provide a proportionate refund of fees already paid
• Any claim for compensation lapses 6 months after the client discovered or could reasonably have discovered the damage
🛡️ Client Indemnification
The client indemnifies TaxSoar against all third-party claims arising from services provided, to the extent caused by:
• Incorrect, incomplete, or misleading information provided by the client
• The client's failure to comply with applicable laws and regulations
• The client sharing TaxSoar's work product with third parties without written agreement
This indemnification does not apply where damage is caused by TaxSoar's own error or negligence.
💳Fees & Payment
Payment terms and obligations
Payment Terms
• Fees are charged as per engagement (hourly, fixed, or project-based)
• All invoices are due within 14 days of the invoice date, in euros, without set-off or deduction. Adjustments or different payment terms will be stated in your invoice as otherwise agreed
• Late payment may result in suspension of services and statutory interest (wettelijke rente) accrues automatically from that date
• Objections to an invoice do not suspend the payment obligation
• All extrajudicial and judicial collection costs are for the client's account
Surcharges
Late Requests
• A surcharge of 2× the standard service rate applies to any request received less than 5 business days before an applicable filing deadline
• The deadline is measured from the moment complete and usable documentation is received by TaxSoar, not from the date the client claims to have sent it
• Delays caused by incomplete or inaccurate information provided by the client do not waive this surcharge
Out-of-Scope Requests
• A surcharge of 2× the standard service rate applies to any request that falls outside the scope of the purchased service or active package
• Scope is defined at the time of engagement confirmation. Any additional service, additional tax year, additional person, or additional topic constitutes a separate engagement
• TaxSoar will notify the client in writing before commencing any out-of-scope work and confirm the applicable rate
© Intellectual Property
• All advice, templates, reports, and methodologies produced by TaxSoar remain TaxSoar's property unless explicitly agreed otherwise in writing
• Deliverables are produced exclusively for the client and for the purpose agreed. Third parties may not derive rights from them
• The client may not reproduce or publish TaxSoar's work product without prior written consent
📌 General
• Joint assignments: Where an engagement is granted by multiple clients, all are jointly and severally liable for all fees and costs
• Severability: If any provision is void or unenforceable, all remaining provisions stay in force and the invalid provision is replaced by one closest to its original intent
• Amendments: TaxSoar may amend these terms at any time. Clients are notified in writing; changes take effect 14 days after notification unless objected to in writing
• Governing law: Dutch law applies. Disputes go to the competent court in TaxSoar's jurisdiction unless parties agree otherwise in writing. Client's own general terms are expressly rejected
• Completion timeframes: All timeframes are indicative unless confirmed in writing as binding. The clock does not start until all documentation and any advance payment are received
• Limitation period: All claims against TaxSoar lapse one year after the client became aware or could reasonably have become aware of the relevant circumstances
🔒Confidentiality & Data Use
How we protect and use your information
Data Protection
• All client information is treated as strictly confidential
• Data may be shared only with trusted service providers or professional advisors where necessary to perform the agreed services
• We maintain professional secrecy, subject to legal reporting obligations
Electronic signatures
• We may use third-party e-signature providers (acting on our instructions) to prepare, send, and collect signatures (incl. but not limited to e.g. POA's)
• We store the executed document in our EU storage; the signature certificate/audit log is available upon request
Acting under POA
With your Power of Attorney, we may:
• Create/manage third-party accounts (e.g., accounting/e-signature), accept their Terms and Data Processing Addenda (DPAs) as your agent, and configure settings needed to deliver the service
• You are the owner of such an account and we are added with the minimum necessary role
• Off-boarding: We remove our access and hand back full control to the client
Document access in your dashboard
• Clients can view/upload/download/change/delete own documents (restrictions apply)
• Processing of personal data follows our Privacy Policy
✅Good Faith & Legal Compliance
Our commitment to lawful and ethical conduct
Legal Obligations
• We act in good faith and in compliance with applicable law
• If we are legally required to report certain activities (e.g., under AML regulations), this obligation overrides confidentiality. Clients acknowledge this is a legal duty
🔚Termination
Terms for ending the service relationship
Service Termination
• Either party may terminate with written notice
• All outstanding fees remain payable upon termination
• Confidentiality and data protection obligations survive termination
🌪️Force Majeure
Events beyond our reasonable control
Uncontrollable Events
• We are not liable for failure or delay in performance due to events beyond our reasonable control (e.g., natural disasters, cyber incidents, regulatory changes)