Lakeline Tax Website Terms of Service

Last Updated February 22, 2025

These Website Terms of Service (the “Terms”) are entered into between Lakeline Tax (including its subsidiaries, affiliates, agents, and assigns) (“Lakeline Tax”) and You (“You” or “Your”) (each, a “Party” and collectively, the “Parties”), as a client seeking tax preparation, planning, bookkeeping, and tax resolution services (“Client”) provided by Lakeline Tax.

These Terms are to be read in conjunction with any applicable service agreement (the “Agreement”) entered into by and between You and Lakeline Tax. Capitalized terms used but not defined herein shall have the meanings as set forth in the Agreement.

1. Overview

The Lakeline Tax website – www.lakelinetax.com (the “Website”) provides Clients with information about the tax preparation, planning, bookkeeping, and tax resolution services offered by Lakeline Tax through its proprietary platform and related online tools and resources (collectively, the “Services”).

2. Client Representations and Warranties

2.1 By creating an account to use the Website, You represent that:
    (i) You are authorized to agree to these Terms on behalf of Your business;
    (ii) All information that You provide to Lakeline Tax in connection with Your access to and use of the Website is true, accurate, and complete to the best of Your knowledge and belief; and
    (iii) You have all rights and authority necessary to provide any data or other information You submit hereunder.

2.2 You agree that, for each person with access to the Website, Your business will:
    (i) take reasonable measures to ensure that each such person is an authorized representative of Your business;
    (ii) maintain the confidentiality of, and prevent the unauthorized use of, each password and, if applicable, user account used to access the Website;
    (iii) immediately notify Lakeline Tax in writing if Your business determines, or has reason to believe, that an unauthorized party has gained access to a password or, if applicable, user account used to access the Website; and
    (iv) be solely responsible for all activity arising from access to or use of the Website, whether or not such activity is authorized by Your business.

3. Use of the Website

3.1 Website Access.
The credentials You use to access the Website are for Your use only as the authorized representative of Your business and may not be provided to any third party. Credentials must be kept confidential and uniquely associated with an individual authorized to represent Your business. Access to the Website, as well as any actions performed via the Website, may be monitored or logged by Lakeline Tax. Lakeline Tax may require the use of two-factor authentication when accessing the Website where available.

3.2 Privacy.
You agree:
    (a) to comply with all applicable laws regarding the processing of information about individuals who engage with the Services (“Customer Information”);
    (b) to access and use Customer Information in compliance with the Agreement, Your business’s privacy policy, and any other commitments or disclosures made regarding the privacy of such information;
    (c) to keep confidential all Customer Information viewed or accessed through the Website;
    (d) to protect Customer Information with at least the same degree of care that You use to protect the confidentiality of Your business’s own confidential information (but not less than reasonable care); and
    (e) to export or download information from the Website only where necessary to achieve a purpose for which You are authorized to act by Lakeline Tax and Your business.

3.3 Prohibitions.
You will not:
    (a) engage in any activities in connection with the Website that violate any applicable law, statute, regulation, or ordinance or breach these Terms or any other agreement or policy Your business has with Lakeline Tax;
    (b) provide false, inaccurate, fraudulent, or misleading information through the Website;
    (c) use any device, software, routine, file, or other tool or technology—including, without limitation, any viruses, Trojan horses, worms, time bombs, or cancelbots—intended to damage or interfere with the Website or to surreptitiously intercept or expropriate any data from the Website;
    (d) use any robot, spider, scraper, or other automated means to access the Website for any purpose without Lakeline Tax’s express written permission;
    (e) use the Website without proper authorization or misuse passwords or credentials, including sharing Your credentials with any other individual;
    (f) attempt to disable or circumvent any security controls of the Website;
    (g) take any action that imposes an unreasonable or disproportionately large load on Lakeline Tax’s infrastructure, including denial-of-service attacks, “spam,” or any other overload technique; or
    (h) use any data accessible via the Website for any purpose other than to engage with the Services as permitted by these Terms and the Agreement.

3.4 Security.
You agree to notify Lakeline Tax promptly (and in no event later than 48 hours) upon becoming aware of any suspected compromise of Your access credentials or any unauthorized access to the Website or Your accounts. You further agree to cooperate with Lakeline Tax in any reasonable effort to mitigate or remediate such security incidents and to comply with applicable law. All notices to Lakeline Tax under this section should be sent to support@lakelinetax.com.

4. Copyright, Trademark, and Ownership

All of the content displayed on the Website—including, without limitation, text, graphics, photographs, images, moving images, sound, and illustrations (“Content”)—is owned by Lakeline Tax, its licensors, agents, or content providers. All elements of the Website, including the general design, Lakeline Tax’s trademarks, service marks, trade names (including Lakeline Tax’s name, logos, website name, mobile application name, website design, and mobile application design), and other Content, are protected by intellectual property laws. You may not use, copy, reproduce, republish, upload, post, transmit, distribute, or modify any Content or Lakeline Tax’s trademarks in any manner without the prior written consent of Lakeline Tax. The Website, its Content, and all related rights remain the exclusive property of Lakeline Tax or its licensors unless expressly agreed otherwise in writing. You will not remove any proprietary notices from the Website.

5. Disclaimers

5.1 THE INFORMATION, MATERIALS, PRODUCTS, AND WEBSITE CONTENT PROVIDED ON, THROUGH, OR IN CONNECTION WITH THE WEBSITE OR OTHERWISE PROVIDED BY LAKELINE TAX ARE PROVIDED “AS IS” WITHOUT ANY WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED. THIS INCLUDES, BUT IS NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, SECURITY, NON-INFRINGEMENT OF INTELLECTUAL PROPERTY, OR FREEDOM FROM COMPUTER VIRUSES. TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, LAKELINE TAX DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, WITH RESPECT TO THE WEBSITE, INCLUDING ANY WARRANTIES ARISING FROM COURSE OF DEALING OR PERFORMANCE. LAKELINE TAX DOES NOT WARRANT THAT THE WEBSITE OR ANY INFORMATION PROVIDED THROUGH IT WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE, NOR THAT DEFECTS WILL BE CORRECTED OR THAT THE WEBSITE IS FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS. INFORMATION, MATERIALS, AND PRODUCTS AVAILABLE ON OR THROUGH THE WEBSITE MAY BE OUT OF DATE, AND LAKELINE TAX IS UNDER NO OBLIGATION TO UPDATE SUCH INFORMATION.

5.2 NO ADVICE OR INFORMATION, WHETHER ORAL OR WRITTEN, OBTAINED FROM LAKELINE TAX OR THROUGH THE WEBSITE SHALL CREATE ANY WARRANTY NOT EXPRESSLY SET FORTH HEREIN.

6. Limitations of Liability

LAKELINE TAX IS NOT LIABLE FOR ANY DAMAGE OR VIRUS THAT MAY INFECT YOUR COMPUTER, EQUIPMENT, OR OTHER PROPERTY ARISING FROM YOUR ACCESS TO OR USE OF THE WEBSITE, OR FROM DOWNLOADING OR ACCESSING ANY MATERIALS FROM THE WEBSITE. IN NO EVENT SHALL LAKELINE TAX, NOR ANY OF ITS OFFICERS, DIRECTORS, EMPLOYEES, SHAREHOLDERS, AFFILIATES, AGENTS, SUCCESSORS, OR ASSIGNS, BE LIABLE TO YOU OR ANY THIRD PARTY FOR ANY INDIRECT, SPECIAL, PUNITIVE, INCIDENTAL, OR CONSEQUENTIAL DAMAGES (INCLUDING LOST PROFITS, LOST DATA, OR BUSINESS INTERRUPTION) ARISING OUT OF OR RELATING TO YOUR USE OF THE WEBSITE, WHETHER BASED ON WARRANTY, CONTRACT, TORT, OR ANY OTHER LEGAL THEORY, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. THIS LIMITATION OF LIABILITY SHALL APPLY TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, EVEN IF A REMEDY FAILS ITS ESSENTIAL PURPOSE. YOUR SOLE REMEDY IN THE EVENT OF DISSATISFACTION OR A PROBLEM WITH THE WEBSITE IS TO CEASE USING IT. IN NO EVENT SHALL LAKELINE TAX’S TOTAL LIABILITY FOR ALL DAMAGES, LOSSES, OR CAUSES OF ACTION EXCEED TWENTY-FIVE U.S. DOLLARS (US $25.00).

7. Indemnity

You agree to indemnify and hold harmless Lakeline Tax from any and all liabilities, costs, and expenses (including reasonable attorneys’ fees) arising from:
    (i) your use of the Website;
    (ii) your breach of any term or condition of these Terms, including any representations and warranties made herein; and
    (iii) any other party’s use of the Website using your credentials.

8. Confidential Information and Privacy

8.1 Confidential Information.
In connection with your access to and use of the Website, either Party (the “Recipient”) may receive or have access to confidential or proprietary information of the other Party (the “Discloser”), whether disclosed directly or indirectly by the Party or its respective employees, agents, contractors, or representatives (each, a “Representative”). “Confidential Information” includes any information that is reasonably understood to be confidential or proprietary in nature—including, without limitation, proprietary financial information, trade secrets, client data, and other business information—except for information that:
    (a) was in the Recipient’s possession prior to receipt from the Discloser;
    (b) is received from a third party without breach of any obligation of confidentiality;
    (c) is or becomes publicly available through no breach of these Terms; or
    (d) is independently developed by the Recipient without reference to the Discloser’s Confidential Information. For clarity, Lakeline Tax’s proprietary methodologies, pricing, and service delivery processes constitute Confidential Information.

8.2 Nondisclosure of Confidential Information.
The Recipient agrees to:
    (a) keep the Discloser’s Confidential Information confidential and not use or copy it except as permitted by these Terms or the Agreement;
    (b) protect the Discloser’s Confidential Information with at least the same degree of care that it uses to protect its own confidential information (but in no event less than reasonable care); and
    (c) restrict access to the Confidential Information to those Representatives who require such access for purposes consistent with these Terms.
All Confidential Information remains the sole property of the Discloser. In the event the Recipient or any of its Representatives is legally compelled to disclose any Confidential Information pursuant to applicable law, subpoena, or court order, the Recipient shall, to the extent permitted, notify the Discloser prior to disclosure and shall only disclose that portion of the Confidential Information which is legally required.

9. Miscellaneous

9.1 General.
Lakeline Tax does not guarantee continuous, uninterrupted, or secure access to the Website, and its operation may be subject to factors beyond its control. If any provision of these Terms is held to be invalid or unenforceable, such provision shall be removed, and the remaining provisions shall remain in full force and effect. You may not assign these Terms or any rights or obligations hereunder without Lakeline Tax’s prior written consent; any attempted assignment without consent is void. Lakeline Tax may assign these Terms in its sole discretion. These Terms shall be binding upon and inure to the benefit of the Parties and their respective successors and permitted assigns. Headings are for convenience only and shall not affect the interpretation of these Terms. Lakeline Tax’s failure to enforce any right or provision of these Terms shall not constitute a waiver of such right or provision. These Terms do not confer any rights or benefits upon any person other than the Parties.

9.2 Changes to the Website and Terms.
Lakeline Tax may make changes or updates to the Website and these Terms at any time without notice. Your continued use of the Website constitutes your acceptance of the updated Terms.

9.3 Termination of Access.
Lakeline Tax may suspend or terminate your account or your use of the Website at any time, with or without cause. This may include, without limitation, circumstances where (a) Lakeline Tax believes you have breached these Terms; (b) Lakeline Tax is unable to verify or authenticate information you have provided; (c) Lakeline Tax determines that your actions may result in financial loss or legal liability; or (d) Lakeline Tax is notified that you are no longer authorized to act on behalf of your business. You acknowledge that any such termination may result in the permanent deletion of your data, and Lakeline Tax shall have no liability for such termination.

9.4 Governing Law.
These Terms and any disputes arising out of or related to them shall be governed by and construed in accordance with the terms set forth in the Agreement, or if not specified therein, by the applicable laws of the relevant jurisdiction.

By using the Lakeline Tax Website – www.lakelinetax.com, You acknowledge that You have read, understood, and agree to be bound by these Terms and any subsequent modifications made by Lakeline Tax.