Tablet Agreement


 

1040TaxBiz LocalTaxBiz Tax Tablet Service Agreement 

 

Please Enter Your FULL Legal Name:  

Business Name (Can Be Changed Later):  

EIN Number (Optional):  

Mobile Phone:  

Office Phone:  

Primary Email:  

Secondary Email (optional):  

Physical Address (CANNOT BE A PO BOX):  
City, State, Zip:  

Shipping Address (CANNOT BE A PO BOX):  
City, State, Zip:  

__________________________________________________________________________________________________________________________________________________________

 

Package Cost

                                                    1040TaxBiz Tax Tablet Package                                   $1 (Lease)

                                                    Grand Total                                                              $1

 

ALL PAYMENTS ARE NON-REFUNDABLE. Payment will be due at the time the agreement is completed.

__________________________________________________________________________________________________________________________________________________________

1040TaxBiz Tax Tablet Data Entry Service Agreement


This Service Agreement is made and entered into by and between Lee’s Tax City, LLC /dba: 1040TaxBiz (hereinafter referred to as “1040TaxBiz”) and Business Name:   (Hereinafter referred to as “Client”) (Collectively referred to as the “Parties”). In consideration of the mutual covenants set forth herein and other good and valuable consideration, the receipt and sufficiency that the Parties hereby acknowledge, the Parties, intending to be legally bound, mutually agree as follows:
1. Term: Phase I, which includes office setup assistance and tax tablet training beginning on the date the agreement is signed and the required documents are submitted. Phase II begins January 1, 2024, and continues through December 1, 2024.
2. Price: Client agrees to lease the tax tablet for $1. Should the client not return the tax tablet at the completion of the 2024 tax season, the client will be charged $299.
3. Service Cost:
         a. Bank Products - The Client recognizes that 1040TaxBiz will collect the “tax preparation fees” on all Bank Products and will deposit weekly into the Client’s account 40% of the Tax Preparation Fees upon receiving funds from the bank and 1040TaxBiz will retain 60%.
4. 1040TaxBiz Duties and Responsibilities: 1040 TaxBiz will assist the Client with:
         a. Providing access to our easy-to-use, online software via our leased tax tablet. No download is required so the software is always accessible, and logins will be provided to all team members who complete necessary steps.
         b. Full access to dedicated, live customer service during business hours. Help with questions or concerns regarding the tax software, tax questions, or any other issues. We also provide exceptional technical support with issues regarding your tax office such as check printing issues, software troubleshooting etc.
         c. Marketing assistance will be provided in order to help your office grow with 1040TaxBiz. Complimentary marketing materials such as posters, flyers, door hangers and more will be sent to those offices which have met our standards.
         d. 1040TaxBiz will provide one on one customer support year-round for any issues that arise during your contract period. We will always be available during business hours by phone, text, or email to resolve any issues you may be having with your tax office or clients even once tax season has ended.
         e. Helping establish tax office policies and procedures which can prevent your office from dealing with IRS issues and audits. These policies and procedures could include document handling policies, accounting procedures and more.
5. Client’s Duties and Responsibilities: Client hereby agrees to:
         a. Complete, and require employees to complete, tax tablet training by December 22, 2023.
         b. Abide by the ethical and operating standards set forth by the IRS and made available on its website as Pub 1345.
         c. Keep the software and all customer documentation confidential and secure.
         d. Verify suitability of any employees and ensure operational safeguards are in place to protect customer’s financial information.
         e. Use the software only within the scope of the license granted herein.
         f. Provide the necessary desk and location to set up a tax preparation tablet.

6. Mutual Non-Disparagement: During the term and for a period of two years thereafter, the Client will not make any statement (written or oral) that could reasonably be perceived as disparaging to 1040TaxBiz. During the term and for a period of two years thereafter, 1040TaxBiz will not make any statement (written or oral) that could reasonably be perceived as disparaging to the Client or any person or entity that they reasonably should know is an affiliate of the Client.
7. Indemnity: Client hereby agrees to indemnify, defend, and hold 1040TaxBiz and Third Party service providers harmless from and against any and all claims, actions, demands, suits, losses, costs, expenses and liabilities whatsoever, including reasonable attorney’s fees and expenses of litigation, on account of any such real or claimed damage or liability occasioned in whole or in part of any breach of this Agreement by Client or any act or omission of Client, its agents, or employees.
8. Governing Law and Remedies: The parties agree and acknowledge that all provisions of this Agreement shall be governed by and construed in accordance with the laws of the State of Indiana exclusively and without reference to principles of conflict of laws.
9. Construction of Agreement: The covenants contained herein shall be presumed to be enforceable, and any reading causing unenforceability shall yield to a construction permitting enforcement. If any single covenant or clause shall be found unenforceable, it shall be severed, and the remaining covenants and clauses enforced in accordance with the tenor of the Agreement.
10. Entire Agreement: This Agreement represents the entire understanding between the Company, and you on the matters addressed herein and may not be modified, changed, or altered by any promise or statement by the Company other than in writing signed by you and an authorized representative of the Company. The waiver by the Company of a breach of any provision of this Agreement by any employee shall not be construed as a waiver of rights with respect to any subsequent breach by you.

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Signature Certificate
Document name: Tablet Agreement
lock iconUnique Document ID: 65a5f181b1849c48a5a1318c1bb5ea69a4df8ddc
Timestamp Audit
September 8, 2023 2:36 pm GMTTablet Agreement Uploaded by Brian Warden - brian@1040taxbiz.com IP 2603:300f:e00:c300:6c7e:54f4:3507:1918
September 8, 2023 2:56 pm GMTJodi P - Jodi@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 2603:300f:e00:c300:6c7e:54f4:3507:1918
September 8, 2023 2:56 pm GMTLisa M - Lisa@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 2603:300f:e00:c300:6c7e:54f4:3507:1918
September 8, 2023 2:56 pm GMTAntonio A - Antonio@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 2603:300f:e00:c300:6c7e:54f4:3507:1918
September 8, 2023 2:56 pm GMTBrian W - Brian@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 2603:300f:e00:c300:6c7e:54f4:3507:1918
September 8, 2023 2:58 pm GMTJodi P - Jodi@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 2603:300f:e00:c300:6c7e:54f4:3507:1918
September 8, 2023 2:58 pm GMTLisa M - Lisa@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 2603:300f:e00:c300:6c7e:54f4:3507:1918
September 8, 2023 2:58 pm GMTAntonio A - Antonio@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 2603:300f:e00:c300:6c7e:54f4:3507:1918
September 8, 2023 2:58 pm GMTBrian W - Brian@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 2603:300f:e00:c300:6c7e:54f4:3507:1918
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