Terms of Service
Effective Date: August 8, 2026
These Terms of Service (“Terms”) govern access to and use of PrepQueue's website (prepqueue.com), demos, forms, waitlists, product previews, and any related content, platform features, and services offered that are made available without a separate signed customer agreement (collectively, the “Services”). The website and Services are operated by PrepQueue LLC, a Virginia limited liability company (“PrepQueue,” “we,” “us,” or “our”).
If you or your organization signs a separate Master Subscription Agreement, Order Form, or other written agreement with PrepQueue, that signed agreement governs your applicable paid subscription and controls over these Terms to the extent of any conflict.
1. Acceptance of Terms
By accessing or using the website or Services, you represent that you are at least 18 years old, have the legal capacity to enter into these Terms, and agree to comply with and be bound by these Terms. If you do not agree, do not use the website or Services. If you use the Services on behalf of an entity, you represent that you have authority to bind that entity to these Terms.
2. What PrepQueue Does
PrepQueue provides workflow software for tax practices, bookkeeping practices, accounting practices, enrolled agents, and related professional-service providers. The platform is designed to help practices request client documents, track readiness, manage client questions, send reminders, and control scheduling based on whether required information has been received.
3. No Professional Advice
PrepQueue does not provide tax, accounting, bookkeeping, payroll, legal, financial, investment, audit, assurance, or other professional advice and is not engaged in the practice of any licensed profession. Any professional advice or services provided to clients are provided by the applicable practice, not PrepQueue.
4. Users
The Services may be used by practice users, such as practice owners, employees, contractors, preparers, accountants, bookkeepers, administrators, and advisors, and by client users who are invited to upload documents, answer questions, sign or review materials, or communicate through a secure link. Practices are responsible for their own users, clients, document requests, workflows, professional obligations, and all activities occurring through their account or invite links.
5. Accounts and Invite Links
You are responsible for maintaining the confidentiality of credentials, devices, email accounts, authentication methods, and magic links used to access the Services. You must use commercially reasonable efforts to prevent unauthorized access to or use of the Services and notify us promptly if you believe access has been compromised. You may not share access in a way that violates these Terms or another agreement with PrepQueue, and we may disable or delete access for any user or invite link as necessary to enforce these Terms or protect the Services, PrepQueue, or others.
6. User Content and Documents
You may submit, upload, transmit, or store documents, files, messages, responses, notes, signatures, and other content through the Services (“User Content”). You retain ownership of your User Content. You grant PrepQueue a limited, non-exclusive right to host, store, process, transmit, display, access, and use User Content as reasonably necessary to operate, provide, secure, support, troubleshoot, maintain, and improve the Services; comply with applicable law; and enforce these Terms. You represent and warrant that you have the rights, authority, notices, consents, and permissions necessary to provide User Content to PrepQueue for these purposes.
7. Sensitive Information
The Services may be used to transmit or store tax documents, W-2s, 1099s, photo IDs, bank statements, credit-card statements, payroll reports, merchant statements, receipts, invoices, loan statements, EIN documents, Social Security number-containing documents, and other sensitive information. Do not upload sensitive information unless it is relevant to the applicable workflow. Avoid uploading unnecessary full Social Security numbers, full account numbers, identification documents, or other sensitive information when they are not required.
8. Customer and Practice Responsibility
Practices are responsible for obtaining client consents and authorizations, requesting only necessary documents, maintaining professional licenses and standards, reviewing all uploaded materials, managing deadlines, determining appropriate workflows and configurations, and providing any tax, bookkeeping, accounting, payroll, or advisory services. PrepQueue is not responsible for a practice's professional judgment, filings, client deliverables, deadlines, or compliance with laws, rules, regulations, professional standards, engagement letters, privacy obligations, or client instructions.
9. Ready-Only Scheduling™
PrepQueue may offer Ready-Only Scheduling™ features that allow practices to set readiness rules and control scheduling based on workflow readiness. Readiness indicators and scheduling gates are administrative tools only and do not guarantee that a file, return, bookkeeping close, payroll report, or other deliverable is complete, accurate, or compliant. The calendar may open when a workflow reaches “Ready to Book,” but the practice remains responsible for final review and professional determinations.
10. Acceptable Use
You may not use the website or Services to violate law; upload malware; infringe, misappropriate, or violate third-party rights; access systems without authorization; interfere with or disrupt the Services; send unlawful spam or unsolicited messages; scrape, harvest, index, or systematically collect data without permission; misuse invite links; misrepresent identity or affiliation; or store content unrelated to a legitimate professional workflow. We may monitor use of the Services and may suspend or terminate access if we believe the Services are being misused or these Terms are being violated.
11. Third-Party Services
The Services may contain links to or rely on third-party providers for hosting, storage, authentication, payments, email delivery, analytics, support, security, monitoring, integrations, or other functions. We are not responsible for third-party websites, products, services, integrations, or applications that we do not control, including their availability, security, accuracy, reliability, data processing, usefulness, or quality. Your use of third-party services may be subject to separate terms and policies, and you are responsible for reviewing those terms and services.
12. Fees and Paid Services
Certain Services may require payment. Fees, billing frequency, renewal terms, cancellation rights, and other commercial terms will be stated in an order form, subscription checkout, or written agreement. Unless stated otherwise, fees are non-refundable to the extent permitted by law.
13. Beta, Demo, and Early Access Features
Product demos, prototypes, beta features, design-partner features, and early-access features may be incomplete, experimental, or subject to change. They may contain bugs, be modified, or be discontinued at any time. You should not rely on beta, demo, or early access features for critical workflows without understanding their limitations.
14. Intellectual Property
PrepQueue owns the website, Services, software, workflows, interfaces, designs, logos, trademarks, trade names, content, documentation, and related intellectual property, including all updates, modifications, enhancements, improvements, and derivative works. Subject to these Terms, PrepQueue grants you a limited, non-exclusive, non-transferable license to access and use the website and Services for your internal business purposes and only as permitted by these Terms or a separate written agreement with PrepQueue. You may not copy, modify, distribute, sell, lease, sublicense, reverse engineer, or create derivative works from the Services except as expressly permitted by these Terms or applicable law.
PrepQueue™ and Ready-Only Scheduling™ are trademarks or claimed marks of PrepQueue LLC. Do not use them without permission.
15. Feedback
If you provide feedback, ideas, suggestions, or enhancement requests, PrepQueue may use them without restriction or compensation, provided we do not disclose your confidential information except as permitted by applicable agreements.
16. Privacy
Our Privacy Policy explains how we collect, use, disclose, and protect information and is incorporated into these Terms by reference. By using the website or Services, you acknowledge the practices described in the Privacy Policy, as it may be updated from time to time.
17. Service Availability
We aim to provide reliable Services, but we do not guarantee uninterrupted, error-free, or always-available access. Services may be unavailable due to maintenance, updates, outages, third-party service failures, security issues, or events outside our control.
18. Disclaimers
THE WEBSITE AND SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE MAXIMUM EXTENT PERMITTED BY LAW, PREPQUEUE DISCLAIMS ALL WARRANTIES, EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, AVAILABILITY, SECURITY, AND ERROR-FREE OPERATION. PREPQUEUE DOES NOT WARRANT THAT THE SERVICES WILL MEET ALL OF YOUR REQUIREMENTS OR THAT USE OF THE SERVICES WILL SATISFY OR ENSURE COMPLIANCE WITH ANY LEGAL, TAX, ACCOUNTING, PAYROLL, REGULATORY, PROFESSIONAL, OR FILING OBLIGATIONS.
Nothing on the website or Services constitutes legal, financial, regulatory, or professional advice. Users should consult qualified professionals for advice specific to their circumstances.
19. Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, PREPQUEUE, ITS OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, PUNITIVE, OR ENHANCED DAMAGES, INCLUDING LOST PROFITS, LOST REVENUE, LOST DATA, BUSINESS INTERRUPTION, MISSED DEADLINES, PROFESSIONAL LIABILITY DAMAGES, OR REPUTATIONAL HARM, ARISING OUT OF OR RELATED TO YOUR USE OF OR INABILITY TO USE THE WEBSITE AND SERVICES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
To the maximum extent permitted by law, PrepQueue's total liability for claims relating to the website or Services will not exceed the amount you paid to PrepQueue for the applicable Services during the three (3) months before the event giving rise to the claim, or $100 if you did not pay PrepQueue.
20. Indemnification
You agree to defend, indemnify, and hold harmless PrepQueue and its affiliates, employees, officers, directors, contractors, agents, licensors, successors, and assigns from and against claims, damages, liabilities, costs, and expenses, including reasonable attorneys’ fees, arising out of or related to your misuse of the Services, violation of these Terms, violation of law, User Content, professional services, client relationships, or failure to obtain necessary rights, notices, consents, or permissions.
21. Suspension and Termination
We may suspend or terminate access if we believe you violated these Terms, created risk to PrepQueue or others, failed to pay amounts due, associated the Services with illegal or fraudulent activity, or used the Services unlawfully, abusively, or in a manner that could cause legal, business, security, or reputational harm. Upon termination, you must stop using the affected Platform features. You may stop using the Services at any time.
22. Changes to Terms
We may update these Terms from time to time by posting updated Terms to the website or otherwise providing notice. Unless stated otherwise, updated Terms are effective upon the effective date or “Last Updated” date shown with the updated Terms. If changes are material, we may provide notice by posting updated Terms, sending email, or providing in-app notice. Continued use after the effective date means you accept the updated Terms.
23. Governing Law and Venue
These Terms are governed by the laws of the Commonwealth of Virginia, without regard to conflict-of-law principles. Any dispute will be handled in the state or federal courts located in Richmond, Virginia, unless otherwise required by law.
24. Contact
PrepQueue LLC, 8401 Mayland Dr #7261, Richmond, VA 23294. Support: support@prepqueue.com. Legal notices: legal@prepqueue.com.