Last updated: August 2026
Welcome to Promax TaxStreamLine, operated by Promax Business Solutions. By accessing or using the platform at promaxtaxstreamline.com, you agree to be bound by these Terms of Service. Please read them carefully before using the service.
Promax TaxStreamLine is a secure client portal, tax document collection platform, and workpaper automation tool for professional accounting firms. The platform organizes, stores, requests, and routes documents and client-provided information, and produces internal workpapers and drafts. Promax TaxStreamLine does NOT calculate, prepare, review, sign, or file official tax returns, informational returns, or any other filing with the IRS, state revenue departments, FinCEN, or any other government authority, and it is not a tax preparer, tax advisor, law firm, or electronic return originator. Any tax position, return, or filing remains the exclusive work product of the licensed professional using the platform.
You agree to use Promax TaxStreamLine only for lawful purposes related to accounting, tax preparation, and document management. You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. You shall not attempt to reverse-engineer, decompile, or exploit any part of the platform.
This is a business-to-business service provided to professional firms. The professional accountant (or the firm engaging the platform) is solely responsible for validating the completeness and integrity of all gathered files, for verifying the accuracy of any information or document submitted by end-clients, and for performing all final tax, FBAR, and regulatory compliance reviews. Promax Business Solutions is not liable for missed tax or filing deadlines, penalties, interest, assessments, professional sanctions, omitted or incomplete client documents, or any decision made in reliance on data held in the platform. To the maximum extent permitted by law, and except where liability cannot be limited by applicable law, the total aggregate liability of Promax Business Solutions arising out of or relating to the service is capped at the total amount actually paid by the customer for the service in the twelve (12) months immediately preceding the event giving rise to the claim. Promax Business Solutions is not liable for indirect, incidental, special, consequential, punitive, or lost-profit damages.
Calculators, estimators, and worksheets available in the platform — including FBAR estimators, taxable income worksheets, substantial presence day counters, and similar utilities — are provided "AS IS" and "AS AVAILABLE", without warranties of any kind, for internal scoping, drafting, and workpaper purposes only. Their outputs are non-binding drafts, not official automated tax determinations, tax advice, or a substitute for professional judgment. Every result must be independently verified by the responsible professional against current law, IRS guidance, and the client's actual facts before any use in a filing or client deliverable.
All technology, source code, architecture, design, trademarks, and the 'Promax TaxStreamLine' brand are the exclusive property of Promax Business Solutions. No part of the platform may be reproduced, distributed, or used for derivative works without prior written authorization. Your use of the platform does not grant you any ownership rights over the underlying technology.
Sensitive tax documents and financial data uploaded to Promax TaxStreamLine are processed using industry-standard encryption (AES-256 at rest, TLS 1.3 in transit). We apply row-level data isolation to ensure your documents are only accessible by authorized users within your firm. Please refer to our Privacy Policy for comprehensive details on data handling.
Data retention follows one single policy across Promax TaxStreamLine. While the subscription is active, client data is retained for the duration of the subscription. Upon cancellation, account access and login profiles are deactivated 30 days after the cancellation date. Uploaded tax documents are retained by default for up to 7 years, a period aligned with extended IRS audit lookback periods, unless the firm requests earlier permanent deletion through a signed deletion request from an authorized firm administrator. No liability waiver is required for deletion. Firm administrators can also export a complete copy of their data at any time from the admin dashboard. Accounting firms remain responsible for maintaining their own independent records as required by their professional and regulatory obligations.
Subscriptions are billed in advance through our payment processor (Stripe) using a valid credit or debit card, and renew automatically for the selected billing period until cancelled. Metered usage — including storage above your plan allowance — is invoiced in arrears. Because platform capacity, storage, and processing are provisioned immediately upon subscription, fees for active SaaS utilization tiers are non-refundable, including partial periods after cancellation; cancelling stops future renewals and access continues until the end of the paid period. Failed or overdue payments may result in suspension after the applicable grace period. Prices are stated in U.S. dollars and exclude any applicable taxes.
Promax Business Solutions reserves the right to suspend or terminate access to Promax TaxStreamLine for violations of these terms, non-payment, or any activity that compromises the security or integrity of the platform. Upon termination, the data retention rules described in the Data Retention section apply. Sections covering intellectual property, professional responsibility, and limitation of liability survive termination.
We may update these Terms to reflect changes to the platform, our business, or legal requirements. Material changes will be announced in-app and by email to firm administrators at least 30 days before they take effect, and the 'Last updated' date above will be revised. Continued use of the platform after the effective date constitutes acceptance of the updated Terms; if you do not agree, you may cancel before the effective date. We may also add, modify, or discontinue individual features, provided we do not materially degrade the core document-workflow functionality of a paid plan during its current billing period.
Neither party shall be liable for any delay or failure to perform caused by events beyond its reasonable control, including acts of God, natural disasters, epidemics, war, terrorism, civil unrest, labor disputes, governmental action, changes in law, failures of telecommunications or internet providers, cloud-infrastructure or third-party subprocessor outages, cyberattacks, or power failures. Performance obligations are suspended for the duration of the event, and the affected party will use commercially reasonable efforts to resume service promptly. This clause does not excuse payment obligations for services already rendered.
These Terms are governed by and construed in accordance with the laws of the State of Florida, United States, without regard to its conflict-of-law provisions. Any dispute, claim, or controversy arising out of or relating to these Terms or the use of Promax TaxStreamLine shall be brought exclusively in the state or federal courts located in Lake County, Florida, and both parties consent to the personal jurisdiction and venue of those courts.
For questions about these terms, please contact Promax Business Solutions at the email provided on promaxtaxstreamline.com.
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