Last Updated: 22 Jan 2026
By accessing or using our software tool and services ("Service"), you agree to be bound by these Terms of Use ("Terms"). If you do not agree to these Terms, you may not use the Service.
Taxvestor provides a software tool designed for analyzing personal portfolio data and generating reports based on user-provided information.
IMPORTANT DISCLAIMER: We are not a financial advisor, tax advisor, or brokerage service. The Service is an informational and organizational tool only. The analysis and reports generated by the Service are for informational purposes and do not constitute financial, investment, or tax advice. You should consult with a qualified professional before making any financial decisions.
To use the Service, you must register for an account. You agree to provide accurate and complete information and to keep this information up to date. You are responsible for safeguarding your account password and for all activities that occur under your account.
You are solely responsible for the accuracy, completeness, and legality of the data you upload or import into the Service. The quality and accuracy of any reports generated by the Service are entirely dependent on the quality of the data you provide. We are not responsible for any errors, omissions, or inaccuracies in the reports resulting from incorrect or incomplete user-provided data.
The Service is provided on an "AS IS" and "AS AVAILABLE" basis. We make no warranty that the Service will meet your requirements or be available on an uninterrupted, secure, or error-free basis. We explicitly disclaim any warranties of merchantability, fitness for a particular purpose, and non-infringement.
In no event will Taxvestor be liable for any indirect, incidental, special, consequential, or punitive damages, including without limitation, loss of profits, data, or other intangibles, arising out of or in connection with your use of the Service, whether based on warranty, contract, tort (including negligence), or any other legal theory.
The Service is billed on a subscription basis. You will be billed in advance on a recurring, periodic basis (such as monthly or annually). Our third-party payment processor will handle all payment transactions.
We may terminate or suspend your account and bar access to the Service immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach the Terms.
These Terms shall be governed and construed in accordance with the laws of [Your Jurisdiction], without regard to its conflict of law provisions.
If you have any questions about these Terms, please contact us: