ProSeries Tax Software Tax Year 2024

Version 09292024

Your license to use the ProSeries Desktop Software provided by Intuit and other Services described below are subject to the Section A terms above (“Section A Terms”) and these Additional Terms and Conditions (“Section B Terms”). These Section B Terms will prevail over any conflict or inconsistency with Section A Terms.

IMPORTANT NOTICES

INTUIT IS A SERVICE PROVIDER: The parties agree that, for purposes of this Agreement and the personal information provided to us to provide you the Software or Services hereunder, you are a “Business” or “Controller” and Intuit is a “Service Provider” or “Processor” as defined by relevant data protection laws. As a Business with the direct relationship with your customer, you acknowledge that you are solely responsible for collecting and maintaining all required and appropriate warnings, information, disclosures, and consents to your customers or workers. When you use our Software or Services, you instruct us to process personal information as needed to provide you the Software or Services, and you represent that your instructions are compliant with relevant laws, rules, and regulations. You further acknowledge that all relevant personal information disclosed to Intuit is for the business purpose of providing you the Software or Services. 

As a Service Provider, we will not: (1) retain or use personal information other than as needed to provide the Software or Services or as otherwise described herein; (2) sell or otherwise disclose personal information except to relevant Service Providers needed to render the Software or Services; or (3) combine personal information collected from your use of the Software or Services with personal information from other customers or third parties, including information collected directly by us. For the avoidance of doubt, sharing of personal information among Intuit Group Companies does not constitute a sale or sharing as defined by applicable data protection laws. 

You acknowledge and permit Intuit to use aggregated and deidentified personal information to analyze and improve the Software, Services and our Platform. This may include development of emerging technologies such as generative A.I. across our Platform to provide you and other customers better insights, features and capabilities. 

You further agree that any information provided to Intuit may be subject to disclosure and use limitations as described in Internal Revenue Code Section 7216.

Intuit operates as a Platform and allows consumers to connect and import their data across our products and Services. As such, you understand and acknowledge that we may (1) provide customers access to their personal information which you collect through your use of the Services, including current and historical tax returns and (2) store, process or access personal information outside your country of residence. You acknowledge that once your customer elects to import their personal information into other Intuit products and services, it may be used and disclosed as described in Intuit’s Global Privacy Statement. 

In the event we are no longer able to comply or otherwise meet these obligations, you will be promptly notified. 

Archive your Content frequently. You are responsible for any lost or unrecoverable Content. Intuit is not responsible for the Content or personal information you provide through your use of the Software or Services.

Intuit follows internal guidelines for secure, responsible and compliant handling, disposal, destruction, or de-identification of personal information to prevent unauthorized access or use.

Intuit certifies that it understands and will comply with its obligations under this Important Notice. Provisions of this Important Notice supersede prior agreements or understandings which may be contrary to those stated herein.

1.                DEFINITIONS.

Capitalized terms not otherwise defined below have the meanings provided in the Section A Terms above:

(a)            “Fast Path Services” shall mean the services that support ProSeries during the Service Period defined below, including technical support, electronic filing (as described below), Pay-Per-Return processing access and other connected services which are posted on the ProSeries website. Licensees of ProSeries will have the ability to use the Fast Path Services. Intuit reserves the right to change the Fast Path Services at any time, and the changes will be effective when posted on the ProSeries website or when Intuit notifies Licensee by other means. Only one license to Fast Path Services for each Electronic Filing Identification Number (“EFIN”) is permitted. Each Fast Path license and some Fast Path Services may require additional fees.

(b)            “Licensee” shall mean a user, as well as “you” or “your,” who has purchased and is entitled to the benefits of the Software and Fast Path Services during the Service Period.

(c)            “ProSeries” shall mean the Intuit ProSeries desktop software designed for professional tax preparers who need an entry-level package for handling individual returns (“ProSeries Basic”) or expert-level package for handling individual and business returns (“ProSeries Professional”).

(d)            “Service Period” shall mean the calendar year January 1, 2025 to December 31, 2025 for Tax Year 2024. Software may be available before the Service Period begins to certain Licensees.

(e)            “Software” shall mean (a) the ProSeries software with which this Agreement is included; (b) Fast Path Services, and any other related software, modules, products or services offered by Intuit, that subsequently or concurrently may be licensed to you by Intuit, its affiliates and/or suppliers in connection with your use of ProSeries; (c) any accompanying or related materials such as reference manuals and operating instructions; (d) any Updates (defined below) relating to the same Tax Year or Service Period as the case may be; and (e) any third party software programs or services available or accessible through the Software. 

(f)             “Tax Year” shall mean the accounting period for keeping records and reporting income and expenses, such as the twelve consecutive months beginning January 1 and ending December 31. For purposes of the Software, Tax Year 2024 precedes the Service Period.

(g)            “Update” shall mean any revision to the ProSeries software, which excludes the Fast Path Services, that provides slight functional improvements, help content, bug fixes or maintenance releases. 

2.              LICENSE GRANT; RESTRICTIONS ON USE.

2.1           Subject to your compliance with this Agreement, Intuit hereby grants you a non-exclusive, personal, non-transferable, limited, revocable license to access and use the Software for which you have paid the applicable fee(s) solely to prepare valid federal and supported state tax return(s), and after proper registration and any applicable payment, to file electronically and/or print such tax return(s). All rights not specifically granted herein are reserved by Intuit. The Software is licensed, not sold, for your use. YOU ACKNOWLEDGE AND AGREE THAT, OTHER THAN THE LICENSE GRANTED TO YOU UNDER THIS AGREEMENT, YOU SHALL HAVE NO OWNERSHIP OR PROPERTY INTEREST IN ANY SOFTWARE, PRODUCT OR SERVICE PROVIDED HEREUNDER, AND YOU FURTHER ACKNOWLEDGE AND AGREE THAT TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, ALL PROPRIETARY RIGHTS IN AND TO ANY SOFTWARE, PRODUCTS AND SERVICES PROVIDED HEREUNDER AND LEGAL TITLE THERETO ARE AND SHALL FOREVER BE OWNED BY AND INURE TO THE BENEFIT OF INTUIT OR ITS LICENSORS.

2.2           The Software is only applicable for Tax Year 2024 and the Service Period. Software for any subsequent tax years or Service Periods shall require a separate end user license agreement and payment of the then-current license fee. Intuit, in its sole discretion, determines the tax forms to be included in the Software. For any forms that are considered optional by the taxing authority, Intuit will determine whether to provide such forms, at its discretion. Certain forms may not be provided in the Software.

2.3           The Licensee’s name and address designated on each tax return prepared with ProSeries, whether filed electronically or printed, must match the name and address designated in Intuit’s records and in Licensee’s EFIN registration with the IRS. In the event another address is required by Licensee for tax returns to be prepared for electronic filing or printing, Licensee must purchase a separate license for each additional address (each address for which a license is purchased, a “Licensed Location”). Intuit reserves the right, in its discretion, to require adequate documentation from Licensee to validate that the name and address provided in the Software and in Intuit’s records, corresponds with the name and address Licensee provided to the IRS. 

2.4           Only Licensee and/or professional tax preparers employed by Licensee may use the Software for the purpose of preparing and filing tax returns solely on behalf of the Licensee firm and no other tax preparer, and solely on Licensee-owned, managed or controlled computers or laptops. Licensee may not share or provide access to the Software with or to any other tax preparers not employed by Licensee.

2.5           The Software may not be used on a local area network (“LAN”) without purchase of a network license for the Software. The network license allows LAN operations, including data sharing and syncing, among all tax preparers employed by Licensee. The network license can only be purchased with ProSeries Professional and is not available with ProSeries Basic, and must be purchased for each Licensed Location. To order the network license for your Software, contact Intuit Professional Sales at 833-687-9238. Subject to payment of Software and network fees for each Licensed Location, you are hereby granted a personal, non-exclusive, non-transferable, revocable license to install and use the Software on one or more computers in your LAN so long as such computers and LAN are all located at the Licensed Location, and such computers are solely for use by Licensee and/or professional tax preparers employed by Licensee. Independent practitioners or separate firms that occupy or share the same office space as you may not install, access or use the Software, even though they may be connected to your LAN on which the Software is installed.

2.6           If you license a version of ProSeries that provides for a maximum number of tax returns for the purchased Tax Year (e.g. ProSeries Basic 20 or 50, or ProSeries Professional Choice), the Software includes a tracking mechanism that tracks the number of tax returns that you print and/or electronically file. The number of tax returns purchased will be consumed if either a business or individual federal form is printed or electronically filed. All accompanying states included in your ProSeries version are included at no additional charge per return (subject to applicable state maximums under Section 2.7). If you need to print or electronically file more than the maximum tax returns purchased, contact Intuit Customer Service to upgrade or follow the in-product directions for the option to “Pay-Per-Return”. After the maximum number of returns are printed and/or electronically filed, you will be able to prepare, but not print or electronically file, additional tax returns until additional returns are purchased or those returns are authorized using the “Pay Per Return’ option”.

2.7           If you license a version of ProSeries that provides for a maximum number of states, you are only permitted to select up to that number of states with which to file state returns. For example, if you purchase ProSeries Professional with PowerTax Lite, or ProSeries Basic Unlimited, you are permitted to select four (4) states to file state returns. If you purchase ProSeries Basic with 50 returns, you are permitted to select two (2) states. If you purchase ProSeries Basic with 20 returns, you are permitted to select one (1) state. If additional states are needed, contact Intuit Customer Service to upgrade or follow the in-product directions for the option to “Pay-Per-Return.” 

2.8           If you obtain a multi-year purchase agreement for the Software (licensed separately), the terms of this Agreement, as supplemented by the multi-year purchasing terms, will govern your use of the Software for Tax Year 2024. 

2.9           Intuit shall have the right at any time, at its sole and absolute discretion, to add, modify or delete Services or features and to change the operating interface in any or all of the Software, or to change the hardware and computer system specifications necessary to operate the Software. 

3.              ELECTRONIC FILING SERVICES.

If you choose to file returns electronically, the tax returns will be transmitted electronically to the Intuit Electronic Filing Center, where they will be transmitted to the applicable federal or state tax authority. Fast Path Services are required to e-file. Electronic filing for Tax Year 2024 and prior Tax Years is only supported if you license the Software (including Fast Path Services) for the Service Period. The ability to e-file returns for prior Tax Years is typically available for the two Tax Years prior to the current Tax Year but may vary based on the federal and state taxing authority and is subject to IRS e-file shutdown periods. Electronic filing in subsequent Tax Years will require a separate end user license agreement and payment of the then-current fee.

By using the Software to prepare and e-file tax returns, you consent to the disclosure by Intuit to the IRS and any other state or federal tax authority, as applicable, all information pertaining to your use of the Services to create your clients’ returns, and to the electronic transmission of your clients’ returns to the applicable tax authority with which you are filing the return(s). Intuit will retain any records required by law. Intuit cannot guarantee that the tax authority will accept a return due to circumstances beyond Intuit’s control (e.g., incorrect user information, malfunction of the tax authority’s system, etc.). You are responsible for verifying the status of returns that you file electronically to confirm that they have been received and accepted by the applicable tax authority and, if necessary, for filing them manually.

The Intuit Electronic Filing Center will only accept returns from and transmit returns for authorized IRS e-file providers as set forth by the IRS in Publication 3112 and Publication 1345. You are responsible for verifying that the EFIN information, including name and address, on file with the IRS (or other tax authority, as applicable) is the same information on file within the Software and/or Intuit Electronic Filing Center. Intuit reserves the right at any time to require users of the electronic filing service to provide information verifying that they are authorized IRS e-file providers using a valid IRS-issued EFIN. If you are unable or unwilling to provide information or documentation to verify your validly issued authorized IRS e-file provider or EFIN status in a form acceptable to Intuit, or if Intuit is unable to verify or validate your status, Intuit may block your access or ability to use the Software or your ability to prepare, submit, process or transmit returns via the Software.

4.              PAY-PER-RETURN SERVICES.

Provided you are licensed for Fast Path Services during the Service Period, the pay-per-return service (“Pay-Per-Return”) allows you to use the Software and e-file on a pay-per-return basis at the then current Pay-Per-Return pricing. When you choose to process a client’s tax return on a Pay-Per-Return basis and pay the applicable Pay-Per-Return fee, you may print or convert–to-PDF only that particular return for that particular client an unlimited number of times, and/or electronically file that particular return, at no additional fee. You agree to pay the applicable then-current Pay-Per-Return fee from your account balance each time you request to process a tax return on a Pay-Per-Return basis. Sales tax will be charged on all Pay-Per-Return transactions in states where applicable. You acknowledge and understand that the amount of money that you place in your Pay-Per-Return account is not refundable, is not transferable and may not be carried forward to another Tax Year, and it is your responsibility to manage your Pay-Per-Return account so that you only place the amount of money in your Pay-Per-Return account that you actually need.

Intuit has the right at any time, in its sole and absolute discretion, to condition your use of the Software upon your payment of applicable Pay-Per-Return charges. Additionally, Intuit reserves the right at any time, in its sole and absolute discretion, to suspend and/or terminate your use of the Software if you are delinquent in the payment of any charges owed to Intuit, including, without limitation, checks returned to Intuit for insufficient funds and denied credit or charge card amounts.    

5.              TECHNICAL SUPPORT.

Intuit may, at its sole discretion, provide the following maintenance and technical support for the Software: (a) Software Updates; and (b) technical support via telephone, email or chat. 

5.1           Technical Support. Intuit may provide technical support to Licensee through toll free telephone, email, or chat consultation as part of the Fast Path Services during the Service Period. Technical support will be provided only for use of the Software on the hardware and operating systems specified in the documentation for the Software. Intuit reserves the right to change the terms, conditions, features and pricing of its technical support from time to time.

5.2           Delivery of Software. Delivery of the Software to Licensee will be by electronic transmission and shall be deemed delivered on the date Intuit makes the applicable Software available for downloading to the general client base of the Software, which may be at a future date from the date of purchase. Licensee acknowledges and agrees that Intuit may, in its sole discretion, issue the Software in any alternative media, including but not limited to DVD or Internet download. Intuit reserves the right to charge additional fees for each issuance of the Software in alternative media.

5.3           Software Updates. Intuit agrees to deliver to Licensee Updates when and if Intuit makes such Updates for the Software generally available to its other licensees, during the Service Period. Updates shall be offered at Intuit’s sole discretion and in any alternative media including physical media (DVD), in-product Internet update, or Internet download. Intuit shall have the right, at its sole discretion, to withhold the provision of Updates if Licensee is delinquent in the payment of any charges owed to Intuit. Updates do not include new or add-on software, products or services, or major releases that include significant feature enhancements for which Intuit may, in its sole discretion, require the payment of additional fees.

5.4           General Upgrade. Depending on the version of ProSeries that you license, upgrade options may be available (for example, an upgrade from Pay-Per-Return to unlimited use, or from ProSeries Basic with 20 returns to 50 returns or unlimited returns, or from ProSeries Basic to ProSeries Professional) some or all of which may involve or require the payment of additional fees. Contact Intuit Customer Service for further information on available upgrades.

6.              ADDITIONAL SERVICES.

The following add-on services may not be included in your purchase of ProSeries or Fast Path Services, and may be subject to additional fees or sold separately. You may be offered additional products, services or discounts at Intuit’s discretion, when and if they become available.

6.1           Pay-by-Refund. The Pay-by-Refund or refund transfer program enables Licensee’s clients to pay certain fees and any applicable tax by deducting from the proceeds of their tax refund. More information available here. Pay-by-Refund is provided by Intuit’s third party banking partners, Refund Advantage and Santa Barbara Tax Products Group (“Participating Banks”). Licensee must obtain IRC 7216 consent from their client to enable the Participating Bank or its third party processor to debit these amounts from the bank account that the Participating Bank creates on behalf of the client. Application is required to enroll and Licensee can only enroll in one Pay-by-Refund program at a time. Pay-by-Refund is only available on current-year tax returns. Intuit is not a party to any transactions Licensee may choose to enter into with a Participating Bank and disclaims any liability arising out of such transactions. Visit Refund Advantage and Santa Barbara Tax Products Group’s websites for full terms and conditions.

6.2           Intuit eSignature powered by DocuSign (“eSignature”). eSignature is an optional add-on service that allows Licensee to provide electronic signature functionality to its clients. In addition to the terms provided in this Agreement, Licensee’s use of the eSignature functionality will also be subject to the DocuSign Master Services Agreement for Resell Customers found when registering and paying for use of the eSignature functionality. Capitalized terms not otherwise defined in the DocuSign Master Services Agreement for Resell Customers have the meanings provided in this Agreement.

(i)         eSignatures envelopes can be pre-ordered and purchased in bundles (individually each an “Envelope” within a bundle) for use with the specific Tax Year purchased. Any unused eSignature Envelopes can be used for the specific Tax Year purchased for up to three calendar years. For example, Envelopes purchased for Tax Year 2024 tax returns may be used through December 31, 2027 (calendar year 2025, 2026 and 2027) but only for Tax Year 2024 tax returns and not for future Tax Years. However, current tax year Envelope banks will be used for prior year tax returns if there are no Envelopes available for such prior tax year (e.g., in Tax Year 2024, the current Tax Year 2024 Envelope bank will be used for a Tax Year 2023 tax return if there are no unused Tax Year 2023 Envelopes available).

(ii)        If eSignature Unlimited access is purchased for a specific Tax Year, Licensee can access unlimited Envelopes for the corresponding Service Period. By way of example, eSignature Unlimited for Tax Year 2024 will provide access to unlimited Envelopes from January 1, 2025 through December 31, 2025.

6.3           Intuit Link. Licensee can use the Intuit Link online portal to request and collect documentation from clients for the purposes of preparing client tax returns during the Service Period. In addition to the terms provided in this Agreement, use of Intuit Link by Licensee’s client will be subject to separate terms and conditions when they register for the Intuit Link service.

6.4           Document Management Service. Licensee has the option of using Intuit’s Document Management System (DMS) to store documents locally, or SmartVault, a third party cloud storage service, to store files online. In addition to the terms provided in this Agreement, use of SmartVault by Licensee will be subject to SmartVault Corporation’s terms of service when Licensee registers for SmartVault service.

6.5           Hosting Service powered by RightWorks. Licensee has the option of using the third party hosting service powered by RightWorks to host its use of the Software. In addition to the terms provided in this Agreement, Licensee’s use of the online hosting functionality will also be subject to the RightWorks Terms and Conditions found at Terms and Conditions | Rightworks. Capitalized terms not otherwise defined in the RightWorks Terms and Conditions” have the meanings provided in this Agreement.

6.6           Data Import Services.

(i)          The tax scan and import service (“Tax Scan and Import”) allows Licensee to import data from scanned or digital source documents into tax forms. This functionality is limited to those forms or items that the Tax Scan and Import service can read. If the form or other item submitted via Tax Scan and Import is not supported or is otherwise unreadable, Licensee agrees to manually enter the data. Not all tax forms, schedules or file types are supported, and file size limitations may apply. 

(ii)         The Software may also allow Licensee or its clients to import, where applicable, certain data directly from participating financial institutions, payroll processors and other third parties (referred to as “Financial Institution Download” or “Tax Form Dropoff”). If Licensee chooses to import data from a third party source on behalf of a client, Licensee or its client must provide Intuit with its and/or its client’s authorization and information to allow Intuit to obtain such data from third parties on Licensee’s or its client’s behalf. Licensee represents that it has or will obtain all the necessary rights to grant Intuit permission to access its or its clients’ accounts with third parties. Licensee is responsible for verifying the accuracy of all information that is imported from thirty party sources.

6.7           Protection Plus Notice and Audit Assistance. Licensee has the option of using the third party service arrangement with Protection Plus to provide Licensee’s clients with assistance for IRS and state agency notices and audits, and identity theft restoration services (“Protection Plus”). Protection Plus plans can be purchased on a per client basis for individual returns, or at the firm level to cover all firm clients for both individual and business returns. Subject to the terms, conditions, limitations, and exclusions outlined in the applicable Protection Plus membership agreement when Licensee or its client(s) signs up for Protection Plus. Protection Plus is a registered trademark of Tax Protection Plus, LLC.

7.              REPRESENTATION BY YOU.

YOU REPRESENT TO INTUIT THAT THE FIRM NAME AND ADDRESS APPEARING IN THE FIRM INFORMATION SECTION OF THE SOFTWARE IS THE PRIMARY BUSINESS FIRM NAME AND ADDRESS USED BY YOU IN THE NORMAL COURSE OF BUSINESS. You acknowledge that this firm name and address will appear in the "Paid Preparer" designation on tax returns processed using the Software. ANY ALTERATION, DELETION, MODIFICATION, OR CHANGE OF ANY KIND TO THE INFORMATION THAT APPEARS IN THE "PAID PREPARER" DESIGNATION IS STRICTLY PROHIBITED AND CONSTITUTES A VIOLATION OF INTUIT'S REGISTERED COPYRIGHTS (except to the extent the Software contains functionality permitting: (a) the preparation of “self-prepared” or “non-paid preparer” returns; or (b) an alteration, deletion, modification or change of such “paid preparer” designation is expressly authorized by Intuit as evidenced by Intuit’s records).

8.              LIMITED WARRANTY

For a period of ninety (90) days after the PoSeries delivery date, Intuit warrants that the media on which ProSeries is distributed will be free from defects in materials and workmanship under normal operating conditions. If the media is defective, Intuit will replace the defective media at no charge. A replacement copy of ProSeries will be mailed to you or be downloadable through an Update. All warranties or guarantees given or made by Intuit with respect to the Software hereunder (1) are solely for the benefit of you as the registered user of the Software and are not transferable, and (2) shall be null and void if you breach any term or condition of this Agreement.

9.              LIMITATION OF LIABILITY.

WITHOUT LIMITING THE LIMITATION OF LIABILITY PROVISIONS UNDER THE SECTION A TERMS, YOU AGREE TO TAKE FULL RESPONSIBILITY FOR ANY AND ALL LIABILITY ARISING FROM THE PREPARATION OF TAX RETURNS USING THE SOFTWARE PROVIDED UNDER THIS AGREEMENT, FOR YOUR FAILURE TO UPDATE THE SOFTWARE, AND FOR YOUR PROFESSIONAL RESPONSIBILITIES UNDER SECTION 10. 

10.            PROFESSIONAL RESPONSIBILITY.

10.1         You understand and agree that all decisions regarding the tax treatment of items reflected on tax returns prepared by you using the Software are made solely by you and that use of the Software does not relieve you of responsibility, including those to any third party, for the preparation, content, accuracy, and review of such returns. You acknowledge that you do not rely upon Intuit for advice regarding the appropriate tax treatment of items reflected on returns processed using the Software. You agree to review any computations made by the Software and satisfy yourself that those computations are correct. 

10.2         You accept full responsibility for: (i) selection of adequate and appropriate Software to satisfy your business needs and achieve your intended results; (ii) use of the Software; (iii) all results obtained from the Software, and (iv) selection, use of, and results obtained from any other programs, computer equipment or services used with the Software. 

10.3         You accept full responsibility for obtaining any client and other third party consents or authorizations (in compliance with IRC 7216 and any other applicable law, regulation and governmental licenses) in connection with your use of any services offered in connection with or accessible through the Software (including the transmission to, or processing, storage or retransmission by, Intuit of client tax return information), and hereby represent that you have or will obtain such consents or authorizations. 

10.4         You are responsible for safeguarding taxpayer Information as set forth in the IRS Publication 4600 and Publication 4557 

11.            DATA RETENTION; CONFIDENTIALITY. 

11.1         You agree that Intuit and its affiliates are not and shall not be responsible for retaining records of your clients' tax information, tax returns or other client data, and hereby release Intuit and its affiliates from, and agree to indemnify Intuit and its affiliates for any liability or damages arising out of, or related to, the loss of any such data. Notwithstanding the foregoing, Intuit and its affiliates may retain and use certain client data as may be required by law or otherwise for its own administrative and business purposes, which may include testing, improving, and developing Software functionality, as well as statistical analysis of such data. Intuit is not required or obligated to provide you with copies of this information. Intuit is not required or obligated to provide you with copies of this information. Intuit and its affiliates may also collect, retain and use data related to your use of the Software, to create statistics and reports for various business purposes, to understand feature use, to provide you with information or offers for products or services that may be of interest, as well as to improve the Content, Software and Services.

11.2         Information about your customers that you provide to Intuit and its affiliates will not be disclosed to third parties without your permission, except in the following instances: (i) to fulfill a request for services you've requested; (ii) to vendors who perform a specific function on behalf of Intuit and its affiliates and have agreed to keep such information confidential; or (iii) when required by law or to comply with a legal process. Such information is available to Intuit and its affiliate employees on a need-to-know basis, who are trained on proper data handling.

12.            ADDITIONAL THIRD PARTY SOFTWARE LICENSING TERMS.

The Software may contain third party software components which are governed by and subject to commercial terms and licenses as provided below. Licensee must comply with any such commercial terms and licenses with regard to these separate third party software components. Intuit makes no warranty concerning these third party software components.

12.1         Foxit PDF SDK DLL. PDF Reader in Intuit is Powered by Foxit PDF. Copyright © 2003-2022 by Foxit Software Inc.

12.2         IKVM 8.2.1. Copyright © 1998-2022 Free Software Foundation Inc.; Copyright © 1996-2022 Oracle and/or its affiliates; Copyright © 2002-2022 Jeroen Frijters, Windward Studios, Jerome Haltom, Shad Storhaug and contributors.

This software is provided 'as-is', without any express or implied warranty. Permission is granted to anyone to use this software for any purpose, including commercial applications, and to alter it and redistribute it freely, subject to the following restrictions:

(i)    The origin of this software must not be misrepresented; you must not claim that you wrote the original software. If you use this software in a product, an acknowledgment in the product documentation would be appreciated but is not required

(ii)   Altered source versions must be plainly marked as such, and must not be misrepresented as being the original software.

(iii)  This notice may not be removed or altered from any source distribution.

Some files in IKVM 8.2.1 are part of GNU Classpath or OpenJDK and are licensed under the GNU General Public License (GPL) version 2 with "Classpath" exception, which can be found here https://www.gnu.org/software/classpath/license.html. This applies in particular to: - IKVM.Java.dll - some of the *.java files (see each file header for license).

12.3         Adobe® Flash® Player. The Software may contain Adobe® Flash® Player. Copyright © 1996 - 2008. Adobe Systems Incorporated. All Rights Reserved. Patents pending in the United States and other countries. Adobe and Flash are either trademarks or registered trademarks in the United States and/or other countries.

12.4         Boost Software - Version 1.0 - August 17th, 2003. Permission is hereby granted, free of charge, to any person or organization obtaining a copy of the software and accompanying documentation covered by this license (the "Software") to use, reproduce, display, distribute, execute, and transmit the Software, and to prepare derivative works of the Software, and to permit third-parties to whom the Software is furnished to do so, all subject to the following:

The copyright notices in the Software and this entire statement, including the above license grant, this restriction and the following disclaimer, must be included in all copies of the Software, in whole or in part, and all derivative works of the Software, unless such copies or derivative works are solely in the form of machine-executable object code generated by a source language processor.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NONINFRINGEMENT. IN NO EVENT SHALL THE COPYRIGHT HOLDERS OR ANYONE DISTRIBUTING THE SOFTWARE BE LIABLE FOR ANY DAMAGES OR OTHER LIABILITY, WHETHER IN CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE

12.5         Bit Miracle. Docotic.Pdf © 2008-2022 Bit Miracle; portions © ComponentAce; portions © 2002 Chew Keong TAN. All rights reserved.

Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions are met:

(i)    Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer.

(ii)   Redistributions in binary form must reproduce the above copyright notice, this list of conditions and the following disclaimer in the documentation and/or other materials provided with the distribution.

(iii)  Neither the name of Bit Miracle, ComponentAce, nor the names of its contributors may be used to endorse or promote products derived from this software without specific prior written permission.

THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL BIT MIRACLE BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

12.6         CodeBase Sub-License Terms and Conditions The following are terms and conditions for third party software components used to manage the Software client file database, as well as other database functions. The definitions contained in this Section shall apply only to this Section.

A.             Background

Whereas, Intuit has licensed software from Sequiter Software Inc. (“Sequiter”) under the terms of the CodeBase Software Agreement.

Whereas, Intuit has certain distribution rights to the licensed software provided this legal agreement is imposed upon you, the end user of Intuit’s Software (the “CodeBase Sub-Licensee”).

Whereas, Intuit has agreed not to directly or indirectly distribute software which provides programmatic database capabilities and which also uses the Licensed CodeBase Software unless otherwise agreed to by Sequiter.

Whereas, this legal document is an agreement between Intuit and you, the CodeBase Sub-Licensee (hereinafter referred to as the “Sub-License Agreement”).

B.             Definitions

Licensed Software: This is the Sequiter computer programs contained in the CodeBase software package or any computer programs containing parts of the computer programs in the package. These programs could be represented in any form: in print, as electronic source code, as compiled object modules, as a library file, a dynamic link library, or an executable program. It includes the CodeReporter and CodeControls software, which is bundled with CodeBase.

Machine Code: This is a form of software, which is directly understood by the computer hardware and is generated by a compiler from source code.

Executable Software: This is a machine code form of the Licensed Software, which is contained in an executable file. Under Microsoft Windows the name extension of executable software is “.EXE.”

Loadable Software: This is a machine code form of the Licensed Software, which is contained in a DLL, VBX or OCX file. Under Microsoft Windows the name extensions of DLL, VBX and OCX are “.DLL”, “.VBX” and “.OCX” respectively.

Distributable Loadable Software: This is all Loadable Software except for the Server Engine Software.

C.             Sub-License. You may use the Distributable Loadable Software with, and only with, application(s) provided by Intuit. You agree not to use the Distributable Loadable Software for any other purpose. You agree not to use the Distributable Loadable Software for the purposes of software development and agree to take appropriate measures to ensure that no one uses the Distributable Loadable Software for the purposes of software development without an appropriate separate license. You will not modify, disassemble, decompile or reverse engineer any of the Distributable Loadable Software

D.             Copyright. The Distributable Loadable Software and other accompanying materials, including but not limited to printed or electronic text and images, is owned by Sequiter or its suppliers and is protected by copyright laws and international treaty provisions. Consequently, you may not make copies of this copyrighted material except as expressly provided herein.

E.             No Warranties. To the maximum extent permitted under applicable law, the Distributable Loadable Software is provided “as is” without any kind of warranty on behalf of Sequiter Software Inc. You accept full responsibility for determining whether the Distributable Loadable Software is suitable for any particular purpose and for protecting yourself against any possible consequential damages.

F.             U.S. GOVERNMENT RESTRICTED RIGHTS. The CodeBase software package and documentation are provided with RESTRICTED RIGHTS. Use, duplication, or disclosure by the Government is subject to restrictions as set forth in subparagraph (c) (1)(ii) of the Rights in Technical Data Computer Software clause at DFARS 252.227-7013 or subparagraphs (c)(1) and (2) of the Commercial Computer Software-Restricted Rights at 48 CFR 52.227-19, as applicable.

G.             Other Terms. If any clause in this Sub-License Agreement is held to be contrary to law, that clause shall be severed and the rest of the Sub-License Agreement shall be enforceable to the fullest extent possible. This Sub-License Agreement constitutes the entire agreement between the parties hereto with respect to the subject matter hereof and there are no statements, representations, warranties, undertakings or agreements, written or oral, express or implied, direct or indirect, collateral or otherwise, between the parties hereto, except as herein set forth.

12.7         Microsoft Software License Terms. IMPORTANT: READ CAREFULLY—These Microsoft Corporation ("Microsoft") operating system components, including any "online" or electronic documentation ("OS Components") are subject to the terms and conditions of the agreement under which you have licensed the applicable Microsoft operating system product ("OS Product") described below (each an "End User License Agreement" or "EULA") and the terms and conditions of this Supplemental EULA. BY INSTALLING, COPYING OR OTHERWISE USING THE OS COMPONENTS, YOU AGREE TO BE BOUND BY THE TERMS AND CONDITIONS OF THE APPLICABLE OS PRODUCT EULA AND THIS SUPPLEMENTAL EULA. IF YOU DO NOT AGREE TO THESE TERMS AND CONDITIONS, DO NOT INSTALL, COPY OR USE THE OS COMPONENTS.

NOTE: IF YOU DO NOT HAVE A VALID EULA FOR ANY "OS PRODUCT", YOU ARE NOT AUTHORIZED TO INSTALL, COPY OR OTHERWISE USE THE OS COMPONENTS AND YOU HAVE NO RIGHTS UNDER THESE SUPPLEMENTAL TERMS.

BY USING THE SOFTWARE, YOU ACCEPT THESE TERMS. IF YOU DO NOT ACCEPT THEM, DO NOT USE THE SOFTWARE. If you comply with these license terms, you have the rights below.

1.              SCOPE OF LICENSE. The software is licensed, not sold. This agreement only gives you some rights to use the software. Microsoft reserves all other rights. Unless applicable law gives you more rights despite this limitation, you may use the software only as expressly permitted in this agreement. In doing so, you must comply with any technical limitations in the software that only allow you to use it in certain ways. You may not disclose the results of any benchmark tests of the software to any third party without Microsoft's prior written approval; work aroun   d any technical limitations in the software; reverse engineer, decompile or disassemble the software, except and only to the extent that applicable law expressly permits, despite this limitation; make more copies of the software than specified in this agreement or allowed by applicable law, despite this limitation; publish the software for others to copy; rent, lease or lend the software; transfer the software or this agreement to any third party; or use the software for commercial software hosting services.

2.              BACKUP COPY. You may make one backup copy of the software. You may use it only to reinstall the software.

3.              DOCUMENTATION. Any person that has valid access to your computer or internal network may copy and use the documentation for your internal, reference purposes.

4.              SUPPORT SERVICES. Because this software is "as is," we may not provide support services for it.

5.              DISCLAIMER OF WARRANTY. THE SOFTWARE IS LICENSED "AS-IS." YOU BEAR THE RISK OF USING IT. MICROSOFT GIVES NO EXPRESS WARRANTIES, GUARANTEES OR CONDITIONS. YOU MAY HAVE ADDITIONAL CONSUMER RIGHTS UNDER YOUR LOCAL LAWS WHICH THIS AGREEMENT CANNOT CHANGE. TO THE EXTENT PERMITTED UNDER YOUR LOCAL LAWS, MICROSOFT EXCLUDES THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT.

6.              LIMITATION ON AND EXCLUSION OF REMEDIES AND DAMAGES. YOU CAN RECOVER FROM MICROSOFT AND ITS SUPPLIERS ONLY DIRECT DAMAGES UP TO U.S. $5.00. YOU CANNOT RECOVER ANY OTHER DAMAGES, INCLUDING CONSEQUENTIAL, LOST PROFITS, SPECIAL, INDIRECT OR INCIDENTAL DAMAGES. This limitation applies to anything related to the software, services, content (including code) on third party Internet sites, or third party programs; and claims for breach of contract, breach of warranty, guarantee or condition, strict liability, negligence, or other tort to the extent permitted by applicable law. It also applies even if Microsoft knew or should have known about the possibility of the damages. The above limitation or exclusion may not apply to you because your country may not allow the exclusion or limitation of incidental, consequential or other damages.

12.8         Intuit Document Management System Fax Functionality. The following are additional license terms for third party software components used in the Software to provide fax functionality: THE SOURCE CODE VERSION OF TURBOPOWER ASYNC PROFESSIONAL SOFTWARE VERSION 4.06 (Source Code) IS AVAILABLE UNDER THE TERMS OF THE MOZILLA PUBLIC

LICENSE 1.1 (Mozilla License). In the event of a conflict between the Intuit Software Agreement with respect to such Source Code, the Mozilla License shall control. Any terms for the executable version of the TurboPower Async Professional Software version 4.06 set forth in the Intuit Software Agreement that are different from the terms of the Mozilla License are offered by Intuit Inc. and not by TurboPower Software or any contributor to TurboPower Async Professional Software version 4.06.

12.9         CefSharp - Copyright © 2010-2018 The CefSharp Authors. All rights reserved. Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions are met:

*                Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer.

*                Redistributions in binary form must reproduce the above copyright notice, this list of conditions and the following disclaimer in the documentation and/or other materials provided with the distribution.

*                Neither the name of Google Inc. nor the name of Chromium Embedded Framework nor the name CefSharp nor the name of its contributors may be used to endorse or promote products derived from his software without specific prior written permission.

THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS “AS IS” AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

12.10      Scriptel  - This software contains code of Scriptel Corporation, the sole owner of the copyrights in such code, permitted for use in accordance with the Scriptel End User License Agreement available at www.scriptel.com. Copyright © 2022 by Scriptel Corporation.

12.11      OpenSSL - https://www.openssl.org: Copyright (c) 1998-2011 The OpenSSL Project. All rights reserved.

Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions are met:

1.              Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer.

2.              Redistributions in binary form must reproduce the above copyright notice, this list of conditions and the following disclaimer in thedocumentation and/or other materials provided with the distribution.

3.              All advertising materials mentioning features or use of this software must display the following acknowledgement: "This productincludes software developed by the OpenSSL Project for use in the OpenSSL Toolkit. (http://www.openssl.org/)"

4.              The names "OpenSSL Toolkit" and "OpenSSL Project" must not be used to endorse or promote products derived from this software without prior written permission. For written permission, please contact openssl-core@openssl.org.

5.              Products derived from this software may not be called "OpenSSL" nor may "OpenSSL" appear in their names without prior writtenpermission of the OpenSSL Project.

6.              Redistributions of any form whatsoever must retain the following acknowledgment: "This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit (http://www.openssl.org/)"                       

12.12      Zlib - http://www.zlib/: zlib.h -- interface of the 'zlib' general purpose compression library version 1.2.8, April 28th, 2013 Copyright (C) 1995-2013 Jean-loup Gailly and Mark Adler

1.                The origin of this software must not be misrepresented; you must not claim that you wrote the original software. If you use thissoftware in a product, an acknowledgment in the product documentation would be appreciated but is not required.

2.                Altered source versions must be plainly marked as such, and must not be misrepresented as being the original software.

3.                This notice may not be removed or altered from any source distribution.

Jean-loup Gailly at jloup@gzip.org and Mark Adler at madler@alumni.caltech.edu

12.13      Newtonsoft - The file Newtonsoft.Json.dll is an open source JSON parsing library that can be found here: https://www.nuget.org/packages/newtonsoft.json/ - The MIT License (MIT) - Copyright (c) 2007 James Newton-King The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

12.14      AutoMapper - This is licensed under the MIT license and is Copyright © Jimmy Bogard.

12.15      Autofac - This is licensed under the MIT license and is Copyright © 2014 Autofac Project.