Last updated September 6, 2026
These Terms of Service govern your access to and use of PTIN Payroll Pro (the "Service"), a payroll and revenue tracking platform for tax offices. By creating an account, inviting preparers, or paying a subscription fee, you agree to these terms on behalf of yourself and the tax office you represent.
The Service is intended for tax office owners, Electronic Return Originators, service bureaus and the tax preparers they authorize. You must be at least 18 years old and able to enter a binding contract. You are responsible for everything that happens under your account, including the actions of preparers you invite.
PTIN Payroll Pro calculates preparer commissions, marketing fees, service bureau fees and office profit from the figures and reports you provide. It is a bookkeeping and reporting tool. It does not prepare or file tax returns, does not transmit funds, does not act as a payroll processor or paying agent, and does not provide tax, legal, accounting or employment advice. You remain solely responsible for the accuracy of the amounts you enter, for paying your preparers, for classifying them correctly as employees or contractors, and for all tax filings and withholding obligations.
You must provide accurate account information and keep your password confidential. Preparer invites are personal to the email address you send them to. You may remove a preparer at any time; doing so ends their access but retains the return records associated with your office.
Preparers enter their own PTIN and credential status (for example Enrolled Agent, AFSP, CPA or attorney). PTIN Payroll Pro displays what is entered and lets office owners mark it as verified. We do not verify PTINs or credential status with the IRS, and a "verified" label reflects only your own review. Confirming a preparer's standing with the IRS remains your responsibility.
The annual plan is $129 per year and includes up to 10 preparer slots. Additional slot packs of 20 slots are $20 per year each. Subscriptions renew automatically each year unless cancelled before the renewal date. Prices are exclusive of taxes where applicable; applicable taxes are shown at checkout. You may cancel at any time and keep access until the end of the paid term. Except where required by law, fees already paid are not refundable.
Payments are handled by our authorised payment provider, which acts as merchant of record for the transaction and may collect and remit sales tax or VAT. We never see or store your full card details.
You own the data you and your preparers enter. You grant us the limited right to host, process and display it in order to operate the Service. Taxpayer information you enter — for example client names and the last four digits of a Social Security Number — must be handled in line with your own obligations under IRC §7216, the Gramm-Leach-Bliley Act safeguards rule and IRS Publication 4557. Do not upload more taxpayer data than you need for payroll calculations.
You agree not to misuse the Service: no unlawful use, no attempts to access other offices' data, no reverse engineering, no reselling access, no automated scraping, and no uploading of malicious code. We may suspend accounts that put the Service or other customers at risk.
We work to keep the Service available and backed up, but we do not guarantee uninterrupted access. Planned maintenance, third-party outages and events outside our control may cause downtime.
The Service is provided "as is" without warranties of any kind, express or implied, including fitness for a particular purpose. To the maximum extent permitted by law, our total liability arising out of or relating to the Service is limited to the amount you paid in the twelve months before the claim, and we are not liable for indirect, incidental, special or consequential damages, lost profits, lost data, or penalties or interest assessed by any tax authority.
You may stop using the Service and close your account at any time. We may suspend or terminate access for breach of these terms, non-payment, or unlawful activity. On termination you may export your data for 30 days, after which it may be deleted.
We may update these terms. Material changes will be announced in the app or by email before they take effect. Continuing to use the Service after that date means you accept the updated terms.
These terms are governed by the laws of the State of Texas, United States, without regard to its conflict-of-laws rules. The courts located in Texas have exclusive jurisdiction over any dispute, unless applicable consumer law gives you the right to bring a claim elsewhere.
Questions about these terms: kaibennett31@gmail.com.