Terms & Conditions
Effective Date: October 1, 2025
Company: SuiteRevenue Solutions (“we,” “us,” or “our”)
Website: www.suiterevenue.com
1. Acceptance of Terms
By accessing or using SuiteRevenue’s software, CRM platform, service bureau offerings, training, or related services, you agree to these Terms & Conditions. If you do not agree, you must not use our services.
2. Services Provided
SuiteRevenue provides:
Tax preparation software access (through licensed providers).
Service bureau support and resources.
CRM and automation tools (white-labeled GoHighLevel platform).
Training, mentorship, and digital resources to help tax professionals grow their businesses.
We reserve the right to modify, suspend, or discontinue services at any time.
3. Eligibility
You must be at least 18 years old and legally capable of entering into contracts. By using SuiteRevenue, you confirm compliance with IRS and state laws relevant to your tax preparation activities.
4. Payments & Fees
All payments for software, licensing, mentorship, and CRM subscriptions are due at the time of purchase unless otherwise agreed in writing.
Fees may include: technology fees, service bureau fees, or monthly CRM subscription costs.
Pricing is subject to change with notice.
Refunds and chargebacks are handled under our Refund Policy (linked on checkout).
5. Software Access & Licensing
Software access is provided under a limited, non-transferable license.
You may not resell, share, or sublicense software access without written permission.
Failure to comply with IRS or bank product regulations may result in termination of your license.
6. CRM Platform (SuiteRevenue Solutions)
CRM sub-accounts include access to sales, marketing, and automation tools.
Unauthorized resale of CRM accounts without a reseller agreement is prohibited.
Users are responsible for ensuring their CRM usage complies with A2P regulations (SMS/email compliance) and all applicable laws.
7. Mentorship & Training Programs
Mentorship and training are educational in nature. We do not guarantee specific income or business results.
Implementation is your responsibility. Non-compliance with IRS rules or SuiteRevenue standards may result in program removal.
8. Compliance & Responsibility
You are solely responsible for compliance with IRS, state, and local tax laws, including obtaining and maintaining an active PTIN/EFIN if required.
SuiteRevenue is not liable for penalties, audits, or losses arising from your failure to comply with regulations.
9. Limitation of Liability
SuiteRevenue shall not be liable for indirect, incidental, or consequential damages arising from the use or inability to use our software, CRM, or services.
10. Intellectual Property
All SuiteRevenue branding, logos, training materials, and CRM snapshots remain the property of SuiteRevenue Solutions. Unauthorized use or distribution is prohibited.
11. Termination
We reserve the right to suspend or terminate accounts for violation of these Terms, non-payment, or non-compliance with regulatory standards.
12. Governing Law
These Terms are governed by the laws of the State of [Insert State], without regard to conflicts of law.
13. Updates
We may update these Terms & Conditions at any time. Updates will be posted with a revised effective date.
14. Contact
For questions about these Terms, contact us at:
Cincinnati, Ohio 45231