Professional Tax Software Order

Thank you for Interest in Tee's Solutions Software. Please complete the information below to start the on-boarding process.

First Name*

Last Name*

Email*

Pick A Package:*

Essential Plan

Pro Co-Brand Plan

Pick Your Software Add-On Fees

Service Bureau Fee - Pick a fee from $0 - 150

Document Fee - Pick a fee from $0 - 150

Transmission Fee - Pick a fee from $31 - 50

E-File Fee - Pick a fee from $0 - 150

Audit Protection - Pick a fee from $0 - 50

ID Protection - Pick a fee from $0 - 70

Professional Tax Software Purchase Agreement

Tax Software Purchase Agreement

Professional Tax Software Purchase Agreement

Tee's Solutions & More
Professional Tax Software Purchase Agreement

This Professional Tax Software Purchase Agreement ("Agreement") is entered into as of the date signed below by and between Tee's Solutions & More ("Seller") and [Buyer's Full Name] ("Buyer").

1. Product Description

Seller agrees to provide the Buyer with access to its professional tax preparation software (the "Product"), under the plan selected below:

Plan Options

Essentials Plan – $99.00
Perfect for tax professionals leveraging Tee's Solutions branding. Includes:

Full Access to Professional Tax Software
Unlimited Tax Returns
Integrated E-File (1040 & Business)
Bank Product Integration
Multi-State Filing
IRS Due Diligence Tools
Document Management System
Cloud-Based Access
Tee's Solutions Branding
Customer Support (Email & Phone)

Pro Co-Brand Plan – $500.00
Includes all features of the Essentials Plan, plus:

Your Business Name & Logo Displayed in Software
Co-Branded Reports & Invoices
Personalized Client Experience
Boosted Brand Recognition
Ideal for EROs, Tax Firms & Franchises

Delivery Method: Cloud-based access provided via email within 72 hours of payment.

2. Purchase Price

Buyer agrees to pay a one-time fee based on the selected plan:

Essentials Plan: $99.00
Pro Co-Brand Plan: $500.00

This fee includes all necessary software licenses for use in professional tax preparation.

3. Back-End Fees (Acknowledgment Required)

By using Tee's Solutions Tax Software, Buyer acknowledges and accepts the following industry-standard backend fees, which are passed on through tax bank processors and service providers:

Service Bureau/Software Fee: Varies
Transmitter Fee: $30.00
Customer Service Tech Fee: $18.00
Bank Product Fees:
- $39.95 (Refund Advantage - RA)
- $44.95 (Santa Barbara TPG)

These fees are deducted per return when refund-related bank products are used.

4. Payment Terms

Total payment is due upon execution of this Agreement. Buyer will receive an invoice via email. Software access will be granted only after payment is received.

Approved Bank Processors:

Refund Advantage (RA)
Santa Barbara (TPG)

5. Software License

Upon payment, Seller grants Buyer a non-exclusive, non-transferable license to use the Product for professional tax preparation purposes.

Buyer may not resell, sublicense, distribute, or allow unauthorized access to the Product.

6. Delivery of Software

Software access credentials will be sent via email to the Buyer within 72 hours of full payment.

7. Technical Support

Seller shall provide technical support to Buyer via email and phone for software setup, navigation, and basic troubleshooting.

8. Limitation of Liability

In no event shall Seller be liable for indirect, incidental, special, or consequential damages arising from the use or inability to use the Product, even if previously advised of such potential damages.

9. Governing Law

This Agreement shall be governed by the laws of the State of Georgia, without regard to conflicts of law principles.

10. Entire Agreement

This Agreement constitutes the entire understanding between Seller and Buyer regarding the Product and supersedes all prior written or oral agreements.