More about taxPRO

FAQ & Terms of Service

Answering your most common questions…


File Online and Share Documents

We do not provide a File Online or a Share Documents service. However, you may share your portal on your website as a button or link.

We recommend for filing online and Drake Portals for document sharing.

Can I change colors, text ,or images?

Yes, you have the ability to adjust colors, write content, add images, and add new sections/modules simply by using the visual builder.
Do you need one of our staff to help make adjustments? We are happy to help. Request to hire one of our professionals.

Is there a setup fee?

No setup fee is required.

Is there a contract?

We ask that you keep the website for one year or pay an early cancellation fee of $125. The cancellation fee for the professional plan is $250.
This fee pays for the development and hard work our staff commits to building your website.

My domain name is registered with another company

If you have a domain registered with another company there are two options available:

  1. You may transfer your domain.
  2. You may update your nameservers.

This process is easy and we will provide assistance if needed.

Is a domain included?

Domain names are not included. You must register a domain or use an existing one.

Registering a domain with us starts at $14/year.

I have email hosting with another company

There is no issue keeping your email with your current provider. Please make sure to notify us of whether you plan to keep your email or start using our email service.

If you’ve purchased the Business or Professional plan you may request up to 5 email accounts to be migrated free of charge. A migration fee is applied for Basic plans or if you plan to migrate more than 5 mailboxes.

Can I upgrade plans or purchase an addon later?

Yes, you can upgrade your plan or purchase addons at anytime.

How long does it take?

On average, taxPRO websites take anywhere from 7 to 10 business days. We operate Monday through Friday from 8:30 a.m. to 5 p.m. EST. We build websites on a first-come, first-serve basis. During the months of December and January, you may experience delays while we process a large number of orders.

Disclaimer: Domain transfers may take up to 14 days delaying the time before we can start building your website. You may opt to update your nameservers for a quick turnaround time. Our staff is available to guide you through this process if needed.


What happens next

When you place your order, it is set into a queue. There may be a delay before we process your order. We build all sites as they are processed. Please allow 7 to 10 business days to build your new taxPRO website.

Once your order is processed, you will receive a welcome email to fill out our development form. This form allows the opportunity for you to supply information about your tax business. The development form includes all of the sections used on the typical taxPRO site including the Heading, Buttons, About us, Staff, Testimonials, etc. Once the form has been filled out our team will start building your new taxPRO and a review will be sent shortly after.

If your domain is registered with another company then you may experience a delay in your build. Additional features, requests, or addons could extend this time. Domain transfers may take up to 14 days and updating nameservers may take 24 to 48 hours for DNS propagation. If you request additional changes or adjustments to your site then you may experience a delay while we process and complete your requests.

Where is my site

You should receive a notification within 3-4 days after purchase to review your site. If you do not receive a notice from us, please enter a ticket at

Keep in mind that between the months of December and January there may be delays. If we do not receive your website content, company logo, or if your domain name is not registered with us you may experience a delay. Please follow directions swiftly and diligently to avoid such delays.


Customize Website

The website design is customizable using a visual website builder. You and your staff have the ability to update colors, text, images, and move elements around on the page to adjust the layout. Our staff is available to make minor adjustments to your website as part of the plan.

Requesting Modifications & Adjustments

Minor adjustments at no cost:

  1. Contact information.
  2. Modifying testimonials, staff, call-to-action button, services, and the about us section.
  3. One color scheme change.
  4. External links (up to 5).
  5. Replace your company name or logo.

Any major design changes beyond the original design will incur additional costs. Additional modifications beyond the initial development form may incur fees  Some inner pages are not editable without forfeiting regular updates for those pages. If you need additional changes please contact us or open a ticket. Changing the theme is not included. Adding new features is also not included. Additional changes beyond the scope of the taxPRO project can be made at the rate of $85 per hour.

Wait...I want a different design

Please let us know within 24 hours after purchase if you wish to use a different design. Changing the design would require a complete rebuild of the website.

After 24 hours there is a fee of $175 for labor.


How can I improve my SEO (Search Engine ranking)

It’s worth learning the basics of managing your online presence in search engines. Taking a few minutes to read about SEO will go a long way in helping people find your site. You do not need to be an expert in SEO nor do you need to know how to write code either. The majority of small businesses manage their web presence and do much of the work themselves. If you’re interested in improving your site’s appearance on search engines we suggest taking a few minutes reading and learning from the following resources:

What is SEO?

Explore Google Search documentation to improve your site’s SEO

Hiring a professional search engine consultant

How do I login to my site?

Please see our Knowledge Base for additional information. Please avoid logging into your taxPRO website until we have completed the initial build. To login to your taxPRO website, visit your website’s home page in the address bar and navigate to /editsite


Can I place my website on hold for the season?

Yes, but we do NOT recommend it. While the server (space) where your website lives can be placed into hibernation allowing you to store your website files temporarily. Placing your website on “hold” introduces negative impacts on your search engine ranking. Learn more about SEO (Search Engine Optimization).

The price to pause your website, until the 1st of January the coming year, is based on your taxPRO plan:

$75 Basic
$125 Business
$175 PRO

While your website is inactive, your email will continue to be fully operational. Upon reactivating your website billing will resume normally.

Disclaimer: While your website is on hold, Google, Bing, and other search engines will learn that your site says, “See you next season” and will rank you accordingly. Search engines, like Google, love websites with quality content and when a site has little to no content it will fall down the rankings. When it is time to reactivate your website you may notice that your customers cannot find your website on search engines or they have a hard time finding it.


How do I create and manage my email accounts?

Log in to your SiteDart account to create email addresses and manage your email accounts. You may log in by visiting

Or you can go to and press the login button at the top.

Go to “My Services” and select your email hosting plan. Click the green active button for your email service and press “Accounts”. In this section, you will have the ability to add, delete, and modify your email accounts.

Additional documentation:

If you do not see your email service listed then please open a ticket and we would be happy to help.

How do I (and my staff) log into the web-based email?


Type in your email or username and password.


username: joe

I'm using email software on my devices. What are the settings needed?

To set up Outlook, Windows Mail, Apple Mail, etc.

Email Settings

The username is your email address.

Incoming mail server:

You may use IMAP or POP

IMAP (Port 993)

POP (Port 995)

For mobile devices, we recommend using IMAP.

Outgoing mail server: (Port 465 OR if issues 587 with STARTTLS)

Incoming and outgoing must use SSL. Sometimes it may say SSL/TLS.

The following are the terms of service for your new taxPro website


Terms and Conditions

taxPRO websites can take an estimated 7 to 10 business days for setup. Some restrictions may apply. If your domain already exists elsewhere, this could take longer depending on the registrars updates. We will send a review upon our first edit completion of your chosen design. At this time you may make changes to the HOME page only. If you wish edits to internal pages, extra fees may apply. Make sure to group all changes within one ticket or email. Further emails and adjustments could be billable.

If the website review has not been completed within 10 days, site will be launched as is. It is VERY important to watch for email communications within the first 5 days of development to verify the design matches your needs. Additional changes above the initial iteration may be billable and could delay your launch.

Sites belong to the owner while hosted on our servers. If the subscription is cancelled, licensing fees may apply to move elsewhere. As well, non-payment of the monthly fee can lock your site until all overdue fees are paid.

If you host your site with SiteDart Hosting for a minimum of one (1) year, licensing fees are waived and you gain full ownership of your website and files while your website is hosted on our servers. You may continue to pay the monthly fee to gain tax information updates, tax tools updates, and software updates. You may move to our Managed plan as well, but only software updates will be done when under this plan.

SSL’s are hosting company specific. Moving the site to another company means you must purchase a new SSL. If your domain is registered elsewhere and you wish to use your DNS, we cannot guarantee our internal SSL will work. You will need to purchase an SSL for proper security.

DNS services are provided by SiteDart Hosting as long as your subscription is current. We use a CDN service for nameservers. The CDN provides a huge performance increase and blocks malicious country access to your site for malicious use. If you wish to have access to your DNS, we cannot guarantee performance, or the safety of your site. Also, if controlling your own DNS, SSL’s may need to be purchased separately. Any issues found with your site when you are in control of your DNS could lead to billable fees.

Email is specific to the hosting company. Non-payment can lead to loss of email services. Email becomes inaccessible until fees are paid. If fees are not paid up within 90 days, all email and website files will be removed and deleted.

SiteDart Studio retains the right to display graphics and other web content elements as examples of their work in their portfolio and as logos on the customers website to display they’re the rightful developer. If you remove any content or make adjustments to your website, some of the above services may not apply. Updates may not be applied, as one example.

We will do basic changes to your website, like address updates, phone numbers, a single image, etc. Anything that requires a “change” to the initial design may be billable. We will offer costs at the time of request.

Our website software is specific to “ONE” office. If you have multiple branches or offices and require information to be added for each office, there could be additional fees. Addons, like the Appointments Calendar will be specific to “ONE” office. It is possible to add additional offices and users to the Calendar. You may add these yourself using our guided training, or if you wish for us to add this information, fees may be involved.

Any additional services not specified in the Description of Services, above, will be charged to the customer on an hourly rate.


By using this service you agree to keep the service for at least one year. This fee pays for the development and hard work our staff commits to building your website. If hosting is terminated early, a fee of $125 will be applied to your account for the Basic and Business plan. $250 for the Professional plan.

If you have not completed your development form and wish to cancel within the first 7 days of purchase, there is no cancellation fee. You may also request a refund of your hosting fees.

Domain names are non-refundable.

Software addons are priced according to a license fee and a labor fee, in a single price. For more information how addons are priced, please open a ticket at All addon license fees are non-refundable (as software is not refundable). The labor for an addon may be refunded if done within the first 14 days of purchase or at our discretion.


All agreed upon charges for service must be paid in full at launch date. Charges and fees are set in your original proposal and as outlined below. Once 48 hours of development has passed, no refunds will be allowed. (This means you completed the development form and we have worked on your site and 2 days have passed).

Site Development

The development cycle starts after selection of design and receipt of billing information, and only during business work days.

Your site is built with a basic set of pages (Welcome, Tax Information, Tax Tools, and a contact page). Depending on the selection of Add-ons you have chosen, your site will be built with that number of pages using prepared content. Images used will be based on the style selected (Business, Leisure, Family). Any additional pages may incur a fee.

Minor changes at no cost:

  1. Contact information.
  2. Modifying testimonials, staff, call-to-action button, services, and the about us section.
  3. One color scheme change.
  4. External links (up to 5).
  5. Replace your company name or logo.

As part of your agreement, some minor changes are allowed (colors, certain text, etc). Any major design changes beyond original approved design may incur additional costs. Additional changes beyond the initial development form may incur fees.

Designs and content are otherwise provided “As Is”.

Any software issues that arise will be repaired while subscription is active. This does not cover customer tampering. Any plugins or other tools installed by customer will null this warranty.

Any malware found will be cleaned at no cost, unless tampering by customer discovered. One example of this, is the use of simplified passwords or disabling our security plugins. Any repairs will be done at our standard hourly rates.

TaxPRO Add-ons

Refunds are available 24 hours after the purchase of a TaxPRO add-on. After 24 hours we will not honor a full refund.

TaxPRO add-ons are provided “As Is”. If there is a software error please notify us so we can find a solution or a replacement. If any tampering by the customer is discovered then our standard hourly rate will apply to fixing the issue or software.

Any additional modifications or changes to the add-on is subject to our standard hourly rates.

All addons are specific to “ONE” office location. If you need to add additional offices or branches, there may be additional fees.

The SEO service is specific to your region of business. We will first apply search engine optimizations to your City, then your State. You may add one additional City to this mix. If you do not have an office space, then SEO will be your City and State. All attempts will be made to move your ranking in Google search, but not all SEO services are successful. Thus, all SEO should follow the terminology guidelines we provide for the best effect. If you wish to adjust this guideline and use your own terms, please note that we may not be able to move your search placement. For further questions on our SEO service, please use our ticket system at

Tax Tips and News are provided by

Taxing Subjects –

SiteDart Hosting and its affiliates cannot be responsible for any information shared via these outlets. They are strictly informational. Any issues with their provided news feeds should be brought up with the respective news provider at the sites noted above.


Terms are subject to change without notification.

Contact Us


SiteDart Studio