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 $15/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?

Once your purchase is complete, it can take anywhere from 24 to 48 hours before you can start building your website (if you purchased your domain from us). This is due to DNS Propagation. If your domain is registered elsewhere, it may take longer.

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 first 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 placed into a queue. This queue can take between 24-48 hours to complete. DNS Propagation must be completed before you can start building your website. You can check this process by logging into your customer account at

Once your order is processed, you will receive a welcome email to build your website. Building a new website has several phases as follows…

PROVISIONING: This phase can take between 24-48 hours. DNS Propagation takes place during this phase. If your domain is elsewhere, this may require additional time.
WIZARD: Upon logging in to your customer account, you will see the “Start Setup Wizard” button. You may click this to begin the setup of your website.
DOMAIN ELSEWHERE: If you see the message “Change Nameservers to”, this means your domain was not purchased through our service. You must follow the directions to setup your domain so you can start the wizard.

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. If you requested a domain transfer, this could take up to 14 days and updating nameservers may take an additional 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

Make sure to follow the directions in “What Happens Next” to start your website. Your website will be setup with a basic single page of tax information and links for the IRS. This will be displayed until you complete the setup wizard.

To set up your website, you must click the “Start Setup Wizard” in your customer panel to build the core structure of your website. During this phase, you will add some language about you and your company. You will choose your design, add any social media links you need. You also will set up the basics of your scheduler if you have purchased a Business or PRO plan.

Once you complete the wizard, you may click LAUNCH, make additional edits or request a PROFESSIONAL REVIEW.


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

If you have completed the wizard and have not launched your website yet, you can request a reset of the Setup Wizard for the web builder. But, this means you will need to go through the development process again as all content is lost.

If you have completed your launch, replacing the design has a fee of $175.

Enter a ticket to request either option.


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 you have completed the initial wizard. 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 taxPRO customer account to create email addresses and manage your email accounts. You may log in by visiting

Or you can go to and press the account 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.

For additional documentation check our Knowledgebase

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 SEVEN (7) to TEN (10) business days for completion. Some restrictions may apply. If your domain exists at another registrar, this could delay your development. Once the website is ready, we will send a review upon our first edit completion of your chosen design. At this time you may make changes to the HOME or CONTACT US pages during review. If you wish to make edits to our internal pages, extra fees may apply. Make sure to group all changes within ONE (1) ticket or email to speed up the process. Further emails and adjustments could be billable. Additional pages are a ONE (1) time fee.

For further pricing information on edits, changes and additions, see our [PRICE CHARTS]

If the website review, after form completion, has not been done within TEN (10) days of notification, your site will be launched AS IS. It is VERY important to watch for email communications within the first FIVE (5) days of development to verify the design matches your needs.

You may request a refund for services within 14 days, if there has been no development. There are no refunds for undeveloped sites after 14 days. There are no refunds for launched sites. There are no refunds for sites under development. Websites who have had their form completed and imported are not eligible for a refund. Launched websites are required to host on our taxPRO servers for ONE (1) year or pay a penalty fee. That year pays for your hosting and creation of your new site.

Payment is due every 30 days or annually, depending on which payment plan you have selected. If payment is not made within 7 days after your invoice due date, your website and email services will be suspended. If your invoices have not been paid 60 days after payment due date, your website and all email services will be terminated and files deleted.

We reserve the right to cancel your services at anytime for any reason. If your website is cancelled under the terms of discretionary termination, no early termination fee is due. Bear in mind, refund policies stated above are still in effect.

***Updates and Enhancements***
As part of our commitment to excellence, we continuously work to update and enhance the taxPRO website system. Our subscribers receive these updates automatically, ensuring their websites remain up-to-date with the latest features and improvements. These updates are provided as part of your ongoing subscription and are intended to maintain the high standard and functionality of your website.

***Ownership of Software and Code***
All software, coding, and technical infrastructure provided by us for the purpose of delivering these updates remain the exclusive property of taxPRO Websites. These elements are essential to the performance and functionality of the services we provide and are protected under intellectual property laws.

To provide the best possible pricing, we require a ONE (1) year commitment to service with taxPRO websites. If the subscription is cancelled early, licensing fees may apply (Early Termination Fee).

If you host your site with taxPRO websites for a minimum of ONE (1) year, your fees for website development are resolved. You may cancel service at anytime after this ONE (1) year commitment is completed.

Non-payment of your monthly fees can lock your site until all overdue fees are paid. There is a grace period of SEVEN (7) days you may complete payment when due. Once a site is suspended, we will hold your site files for 60 days. If payment is not completed by this time, all services will be terminated. This includes email services we provide. Restoration of a terminated site will require a restoration fee, as well as your due invoice and the following month’s payment. You may also opt to pay an annual fee on initial purchase or for restoration, which completes your ONE (1) year obligation immediately and no suspensions will occur for ONE (1) year, if paid annually.

If you wish to move your website after your ONE (1) year commitment, certain features will not be available (for example: Updates to Tax Information or Tax Tools, Calculators will not work and other data resources may stop like Tax News). Various tools we install are licensed to our servers and are required to exist on our servers to operate. If you attempt to use the website on other services, licenses will be terminated and the website will stop working.

You can submit a request at [SUPPORT] to see what is available if you wish to move your website and what licenses you must replace to continue to have a semi-functional website.

***Client Content Ownership***
We acknowledge and respect the ownership rights of our clients regarding any written content, images, or other materials they create or upload to their websites. While we provide the platform and tools, the ownership of such client-generated content remains with the client, subject to the applicable laws and regulations regarding online content.

Any content you use on your site must be licensed and specifically written by the owner. taxPRO Websites does not accept responsibility for any stolen or copied materials, and will abide with all law enforcement endeavors when subpoenaed.

***Hosting and Service Plans***
Clients have the option to choose between different hosting and service plans. Each plan has specific features and services tailored to varying needs. Details of what each plan includes are available on our website or by contacting our customer service.

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 own nameservers, we cannot guarantee our internal SSL will work. You will need to purchase an SSL for proper security.

DNS services are provided by taxPRO Websites as long as your subscription is current. We use a CDN service for nameservers. The CDN provides a huge performance increase and blocks malicious access to your site for improper 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 elsewhere, 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 60 days, all email and website files will be removed and deleted.

Please keep in mind, Email Accounts have a limited window to be restored if deleted due to termination. 30 days or less after termination. If you have deleted an email account by accident or you have been terminated and whish to restore services, notify us immediately.

taxPRO Websites 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. Licensing fees may also apply.

Our website software is specific to “ONE” (1) office. If you have multiple branches or offices and require information to be added for each office, there could be additional fees. Add-ons, like the Appointments Calendar will be specific to “ONE” (1) 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 (1) year. This fee pays for the development and hard work our staff commits to building your website. If hosting is terminated early for a launched website, a fee of $125 will be applied to your account for the Basic and Business plan. $250 for the Professional plan.

You may request a refund for services within 14 days, if there has been no development. There are no refunds for undeveloped sites after 14 days. There are no refunds for launched sites. Websites who have had their form completed and imported are not eligible for a refund.

Domain names are always non-refundable.

Software add-ons are priced according to a license fee and a labor fee, in a single price. For more information how add-ons are priced, please open a ticket at All add-on license fees are non-refundable (as software is not refundable). The labor for an add-on may be refunded if done within the first SEVEN (7) 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.

Site Development

The development cycle starts after selection of design and receipt of billing information, and only during business working days (M-F 9am to 5pm EST).

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. Any additional pages may incur a fee.

Minor changes at no cost:

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

As part of your agreement, some minor changes are allowed after launch (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 as well.

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. Tampering could lead to fees. 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 which has NOT been installed. After 24 hours we will not honor a full refund. If the add-on has been installed, no refunds for software. Labor refunds will be at our discretion.

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 add-ons are specific to “ONE” (1) 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 (1) 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 –

taxPRO Websites 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.


LABOR: $85/hr
– First 15 minutes normally free. Anything that moves beyond this time is billable. If the issue is causing website problems and/or is our fault, no charge applies.

SITE PAUSE: $75/BASIC, $125/BUSINESS, $175/PRO One Time Fee (Starts from June until December)
– You may request a site pause during the stated months. This will leave your email services running, and we add a “See you next year” page to your site. We will not bill any further until January of the following year. If the new years invoice is not paid within SEVEN (7) days, your site is terminated.

– You are allowed ONE (1) free restore per month of your website. If you need an additional restore, fees apply. Websites terminated for non-payment are also required to pay the restoration fee (or pay the websites annual fee for a free restore).

– We require ONE (1) year of service to satisfy any licensing or development fees. If you wish to cancel before your ONE (1) year of hosting is completed, this fee applies. This fee applies when your website has been developed and launched. See refund policies for more information.

– Some mail services may be migrated free of charge. But, other services do not have a pleasant migration experience and takes longer than standard mail services to migrate. These fees will normally apply to migrate Outlook 365 and Gmail specifically. Also, if you have a BASIC taxPRO plan, we will migrate up to FIVE (5) mailboxes from any service for the stated fee.

DOMAIN RENAME: $85 One Time Fee
– Because of the labor involved in renaming a website’s domain to a new domain, we must bill for this time. We have kept this to a strict fee, even if it takes longer than our standard rates.

– We strive to offer consistent service to all our customers. However, there may be instances when you prefer to discuss your website in more detail for adjustments, either via phone or other non-written media. In such cases, we do charge for time exceeding 15 minutes during phone or video consultations. This policy applies specifically to design, editing, or substantial changes to your website, and does not pertain to website or email issues.

– Our standard turnaround time for various issues or changes is usually 24 hours off season, or 48 hours and up in season during normal business hours (9am to 5pm EST). If you wish immediate attention to your issue or task, or require the work done outside our normal business hours, this fee applies.

DESIGN CHANGE: $85 One Time Fee
– Since each site has customizations or edits done by our staff, changing the design is currently a manual task. We charge a ONE (1) time fee for this replacement.

LICENSE REMOVAL: $175 One Time Fee
– If you wish to remove the mention of taxPRO or any of our logos, you can pay this ONE (1) time fee for removal of all branding on the front facing website.

ADDITIONAL PAGE: $175 One Time Fee

LATE FEE: 10% fee added for late payments after 3 attempts / 21 days non-payment


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