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Terms & Conditions

Last Updated: May 8, 2026

These Terms & Conditions govern your access to and use of the MTP website, services, forms, software access opportunities, onboarding systems, automation tools, communications, and related business services.

By accessing this website, submitting forms, requesting information, or using our services, you agree to these Terms & Conditions.

Business Services

MTP provides tax business support services, onboarding assistance, CRM tools, automation resources, training support, software access opportunities, and related business growth services for tax professionals and business owners.

No Guarantees

MTP does not guarantee approval, income, revenue, business growth, funding, client acquisition, tax preparation results, or financial outcomes of any kind. Results vary based on individual effort, compliance, market conditions, business practices, experience, and other factors outside our control.

User Responsibilities

You agree to provide accurate information, maintain compliance with applicable laws and regulations, protect your login credentials, and use services only for lawful business purposes.

You are solely responsible for your business activities, tax preparation compliance, client relationships, document accuracy, data handling practices, and operational decisions.

Communication Consent

By submitting your information through this website or related forms, you consent to receive communications from MTP including phone calls, text messages, emails, reminders, onboarding updates, automation messages, and related service communications. Message and data rates may apply.

Intellectual Property

All website content, branding, logos, graphics, systems, training materials, workflows, and related business materials are owned by MTP or its licensors and may not be copied, reproduced, distributed, or used without written permission.

Third-Party Services

MTP may utilize third-party providers for website hosting, forms, CRM systems, payment processing, tax software, communications, automation, and document storage. We are not responsible for outages, interruptions, or actions caused by third-party providers.

Limitation of Liability

MTP shall not be liable for indirect, incidental, special, consequential, financial, or business damages arising from the use of this website, services, systems, communications, or related resources.

Refunds

Refund eligibility, if applicable, is governed by the MTP Refund Policy. Certain digital services, onboarding fees, software-related fees, training programs, or custom business services may be non-refundable.

Changes To Terms

MTP may update these Terms & Conditions at any time without prior notice. Updated terms become effective once posted on this page.

Contact Information

Questions regarding these Terms & Conditions may be directed to:

support@mtp.tax

MTP

More Than Preparation

Software, CRM, automation, training, and support for tax professionals ready to grow.


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