Personal information use follows the linked privacy statement
You agree Intuit may use and maintain personal information under its Global Privacy Statement and published changes. The statement is linked rather than supplied, so its complete practices and rights are outside this source.
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Supporting quotations
You agree that Intuit may use and maintain your personal information according to Intuit’s Global Privacy Statement and any changes published by Intuit.
Not stated here
The linked Global Privacy Statement is not supplied; its full practices and rights cannot be established here.
Data Access & Collection · Restriction or exception
You need authority to provide other people’s information
Where Intuit permits you to enter other individuals’ personal information, you warrant compliance with applicable laws and proper authority or consent for Intuit to collect and process it to operate its business under the linked privacy statement.
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Supporting quotations
You should only provide us with personal information of others if you have received permission to do so.
To the extent we allow you to input personal information (as the term is defined under applicable law) about other individuals other than yourself, you represent and warrant that you have complied with all applicable laws and received the proper authority or consent to allow us to collect and process such information to operate our business, in accordance with our Global Privacy Statement.
Not stated here
The linked privacy statement is not supplied; this card does not establish its additional processing terms.
The group-sharing agreement excludes individual tax-return information
You agree that sharing personal information among Intuit Group Companies is contemplated as part of the Platform, except information furnished to TurboTax for an individual tax return. You also agree that this sharing is not a CCPA “sale”; that describes the contractual characterization, not an independent legal conclusion.
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Supporting quotations
You further agree that, other than with respect to information furnished to TurboTax in connection with the preparation of an individual tax return, any sharing of personal information among Intuit Group Companies is contemplated as part of the Platform. You agree such sharing does not constitute a “sale” of information as defined under the California Consumer Privacy Act (CCPA).
Cross-references
qualifies (model-proposed): Use instructs Intuit to share data across its platform — The group-sharing provision expressly excepts information furnished to TurboTax for preparation of an individual return, qualifying the general platform-sharing account.
Continuing to use the platform accepts modified terms
Intuit may modify the Agreement at any time and may notify you through the Platform, website or other means. Continued use indicates agreement. In some cases you must accept changes to continue; if you disagree, you may stop using the Platform or terminate your account.
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Supporting quotations
If the changes are material, you may need to accept the changes to use the Platform.
We may modify the provisions of this Agreement at any time.
It is important that you review this Agreement whenever we modify it because your continued use of the Platform indicates your agreement to the modifications.
If you do not agree to the changes, you may stop using the Platform or terminate your account.
Account & Service Control · Permission or license
Intuit may update, suspend or discontinue the platform
You agree to receive Platform updates, including tools, utilities, improvements or third-party apps. Intuit may modify, suspend or discontinue the Platform at any time, and the clause says it will not be liable to you or third parties for that action.
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Supporting quotations
You agree to receive these updates. We may further modify, suspend or discontinue the Platform at any time. You agree that we will not be liable to you or any third party for any modification, suspensions, or discontinuance of the Platform.
Account & Service Control · Restriction or exception
Use is internal, lawful and noncommercial unless product terms allow otherwise
The default permission is access and use for your own internal, lawful and noncommercial purposes. Section B can provide exceptions; its product-specific text is not supplied here, so the default is not a universal ban on all business-related uses.
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Supporting quotations
You can use our Platform for your own personal and lawful use or as otherwise permitted under this Agreement.
Except as set forth in the Section B terms, you may access and use the Platform for your own internal, lawful and non-commercial purposes only.
Account & Service Control · Context
Pre-release and trial features are provided as-is
Intuit may offer beta, new or updated pre-release and trial features. They are provided as-is.
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Supporting quotations
You are free to use them, but they are provided as-is.
We may include new and/or updated pre-release and trial features in the Platform and such features are provided as-is.
Data Access & Collection · Procedure
Account access can require identity checks and accurate information
An account may be needed. You authorize collection of information such as date of birth and address for identity verification. You must keep requested Account Information accurate and current; failures can impair access and accuracy, and Intuit disclaims resulting liability.
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Supporting quotations
You will provide accurate, up-to-date account information and securely manage such information.
We may need to verify your identity and you authorize us to collect information (e.g., date of birth, address) from you to do so (collectively, with all information requested to enable your account, “Account Information”).
You will provide accurate, up-to-date Account Information, and we disclaim any liability arising from your failure to do so.
Security & Safeguards · Procedure
Protect your account and immediately report suspected compromise
You must securely manage credentials and notify Intuit immediately if you believe account information or your access device is lost or stolen, or the account is used without permission. Lost credentials may prevent access; further use may require a new account and additional fees.
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Supporting quotations
You will notify us immediately if you believe your Account Information or device you use to access the Platform has been lost or stolen or that someone is using your account without your permission.
If you lose or forget your user ID or password, you may not be able to access certain Services and/or Software, and any further use of the Services by you may require you to establish a new account, which may incur additional fees.
Security & Safeguards · Permission or license
Single sign-on authorizes third-party access and places risk on you
If you enable single sign-on for supported Services, you authorize their access and use directly from a third-party service. Its authentication and security may differ, and you assume the risk and responsibility for access to and from those Services through single sign-on.
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Supporting quotations
By enabling single sign-on, you are authorizing access and use of certain Services directly from a third-party service.
You assume all risk and responsibility arising from the use of, and access to and from, the Services enabled through single sign-on.
Charges & Financial Obligations · Restriction or exception
Some services require fees and trial content access may depend on purchase
Some Services are free; others require fees or subscription payments. You agree to required charges. After a trial, buying the Platform before it ends may be necessary to keep access to content you supplied or created.
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Supporting quotations
Some Services may be free, others may have costs associated.
If you registered for a trial, you may need to purchase the Platform before the trial ends in order to retain access to any content provided to, or created through, the Platform.
Charges & Financial Obligations · Permission or license
Intuit can update card details and continue billing
Payments default to US dollars and charging upon purchase and provision of payment information, unless payment provisions say otherwise. Inaccurate, outdated or incomplete payment information can lead to account suspension or termination. If you do not update it, Intuit may use card-provider programs to obtain updated details and you authorize continued billing with them.
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Supporting quotations
Payments will be billed in U.S. dollars, and your account will be charged upon purchase and when you provide your payment information, unless stated otherwise in applicable payment provisions.
If you do not notify us of updates to your payment information, we may participate in programs supported by your card provider to try to update your payment information, and you authorize us to continue billing your account with the updated information that we obtain.
Charges & Financial Obligations · Procedure
Subscriptions renew automatically; cancellation ends access after the current period
Subscriptions may be billed in advance annually or at another disclosed recurring interval and automatically renew. You may cancel anytime, effective the day after the current period ends, retaining access until then. The clause provides no refunds or credits for cancellation or partial periods. For annual subscriptions Intuit promises a current-price reminder 30–60 days before the term ends, or otherwise as applicable law requires.
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Supporting quotations
You may be charged a subscription fee in advance on an annual basis or other recurring interval disclosed to you prior to your purchase.
For annual subscriptions, we will send you a reminder with the then-current subscription fee no less than thirty (30) days and no more than sixty (60) days before your subscription term ends, or otherwise as required by applicable law.
Your payment to Intuit will automatically renew at the end of the applicable subscription period but you can cancel a subscription at any time.
We do not provide refunds or credits for any cancellations or partial subscription period.
Charges & Financial Obligations · User right or choice
Subscription price changes apply to the next period after notice
Intuit may change recurring subscription fees with notice. Changes apply at the start of the next subscription period following the price change; you may unsubscribe before the increase takes effect if you disagree.
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Supporting quotations
Intuit may change the price for recurring subscription fees from time to time with notice to you. Price changes will take effect at the start of the next subscription period following the date of the price change. If you do not agree with the price change, you may unsubscribe prior to the price change going into effect.
Account & Service Control · Restriction or exception
App use carries your carrier and app-marketplace obligations
For compatible desktop or mobile apps, you bear applicable changes, updates and fees and must comply with your telecommunications provider’s and third-party app marketplace’s agreement.
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Supporting quotations
Desktop and Mobile versions of our Platform may be available for download but you must follow applicable third-party terms when using them.
You agree that you are solely responsible for any applicable changes, updates and fees as well as complying with the provisions of your agreement with your telecommunications provider and any third-party mobile app marketplace.
Content & IP Rights · Permission or license
Software is licensed with limited, revocable rights
Software is licensed, not sold. Subject to compliance, including payment, Intuit grants a personal, limited, nonexclusive, nontransferable and revocable license for the specified use period and Intuit-described purposes. The period can be set by ordering/activation terms, the Agreement or changing discontinuation policies. Intuit reserves rights not granted in writing.
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Supporting quotations
Intuit reserves all other rights in the applicable Software not granted to you in writing in this Agreement.
Conditioned upon your compliance with the terms and conditions of this Agreement (including all payment obligations), Intuit grants you a personal, limited, nonexclusive, nontransferable, revocable license to use the applicable Software only for the period of use provided in the ordering and activation terms (as applicable), as set forth in this Agreement or in Intuit’s then-current product discontinuation policies (as updated from time to time) and only for the purposes described by Intuit for the applicable Software.
You acknowledge and agree that such Software is licensed, not sold.
Content & IP Rights · Permission or license
One software backup copy is allowed with proprietary notices
You may make one backup copy if you reproduce all copyright and other proprietary notices. You must not remove or alter the delivered software’s copyright, trademark or other proprietary markings.
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Supporting quotations
You may make a single copy of the Software for backup purposes, provided that you reproduce on it all copyright and other proprietary notices that are on the original copy of the Software.
Cross-references
exception to (model-proposed): Redistribution and reverse engineering of the platform are prohibited — The express permission for one software backup copy with notices qualifies the general prohibition on reproducing the Platform; it does not permit general archiving in the Platform.
Legal Rights & Agreement Rules · Restriction or exception
Professional advice is available only where specifically offered
The Platform may offer access to professionals, such as a tax expert. Unless specifically disclosed, Intuit says it does not provide professional services or advice across the listed legal, financial, tax and other fields and directs users to consult professionals before important decisions. The introductory annotation says such advice and third-party products are not covered by this Agreement.
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Supporting quotations
Any such advice and products are not covered under this Agreement.
Unless specifically disclosed, Intuit is not in the business of providing legal, financial, accounting, tax, health care, insurance, real estate or other professional service or advice, and you should consult with professionals for advice prior to making important decisions in these areas.
Charges & Financial Obligations · Context
Third-party offers can reflect compensation and separate terms
Intuit may show or enable access to third-party products or services, disclaims responsibility and warranties for them and their providers, and requires compliance with applicable Additional Terms. Compensation from providers could affect whether, how and where their offerings appear.
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Supporting quotations
Intuit does not warrant, and is not responsible for, such third party services and products or claims made about them, or the actions or inactions of any third party.
Intuit may be compensated by those third parties, which could impact whether, how and where the services and products are displayed.
Content & IP Rights · Restriction or exception
You choose your content and remain responsible for it
Content broadly includes material you write, submit, receive, share, store or input, including generated material. You alone are responsible for it. Providing content is optional, but some functions may be unavailable without it.
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Supporting quotations
You are solely responsible for anything you write, submit, receive, share and store or any data you input into the Platform (collectively, your “Content”).
You have no obligation to provide any content to the Platform, and you’re free to choose the content that you want to provide. You acknowledge certain functionality in the Platform may be dependent on the provision of Content and may not be available without such Content.
Content & IP Rights · Permission or license
You keep your content rights while licensing it to Intuit
You retain your existing intellectual-property rights. Sharing protected Content grants Intuit a worldwide, nonexclusive, royalty-free license lasting as long as the Content is protected by those rights. The license is limited to operating, providing and improving the Platform, including creating features and functionality; it is not an ownership transfer.
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Supporting quotations
What’s yours remains yours, what’s ours remains ours, but we may use information you provide to improve our Platform.
Your Content remains yours, which means that you retain any intellectual property rights that you have in your Content.
This license covers your Content to the extent your Content is protected by intellectual property rights.
Worldwide, which means it’s valid anywhere in the world;
Non-exclusive, which means you can license your Content to others; and
Royalty-free, which means there are no fees for this license
Operating, providing and improving the Platform, which means allowing the Platform to work as designed and creating new features and functionalities.
This license lasts for as long as your Content is protected by intellectual property rights.
Cross-references
contrast (model-proposed): Intuit claims ownership and unrestricted use of deidentified or aggregated data — You retain Content rights under a limited-purpose license, while Intuit separately claims ownership and unrestricted use of deidentified or aggregated usage/performance data, including data derived from Content.
contrast (model-proposed): Feedback carries a perpetual and irrevocable license for any use — Feedback carries an irrevocable any-purpose license, including marketing; the general Content license is limited to operating, providing and improving the Platform.
qualified by (model-proposed): Specified obligations and licenses continue after termination — Content and Data survives termination, consistent with the license lasting for the duration of intellectual-property protection rather than just account access.
The content license permits hosting, sublicensing and modification
For the limited purpose of operating, providing and improving the Platform, Intuit may host, reproduce, distribute, communicate, sublicense and use protected Content, and modify it or create derivative works. Publishing or publicly displaying it is permitted if you have made it visible to others.
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Supporting quotations
Host, reproduce, distribute, communicate, sublicense and use your Content — for example, to save your Content on our systems and make it accessible from anywhere you go;
Publish or publicly display your Content, if you’ve made it visible to others; and
Modify and create derivative works based on your Content, such as reformatting or translating it
This license is for the limited purpose of:
Operating, providing and improving the Platform, which means allowing the Platform to work as designed and creating new features and functionalities.
Intuit claims ownership and unrestricted use of deidentified or aggregated data
Intuit may collect, derive or generate deidentified and/or aggregated data about Platform usage or performance, including data derived from Content. It says it owns that data and may use it without restriction, including operating, analyzing, improving or marketing its products and services. This separate rule is scoped to that described data.
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Supporting quotations
Intuit may collect, derive or generate deidentified and/or aggregated data regarding your usage of or the performance of the Platform, including data derived from your Content. Intuit will own all such data and may use this data without restriction, including, but not limited to, operating, analyzing, improving, or marketing Intuit’s products and services, including the Platform.
Cross-references
contrast (model-proposed): You keep your content rights while licensing it to Intuit — You retain Content rights under a limited-purpose license, while Intuit separately claims ownership and unrestricted use of deidentified or aggregated usage/performance data, including data derived from Content.
Content & IP Rights · Context
Intuit and licensors retain platform rights
Except for rights granted to you, Intuit and its licensors retain rights, title and interests in the Platform as between you and Intuit.
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Supporting quotations
As between you and Intuit, Intuit and its licensors retain all right, title or interest in and to the Platform, except for the rights granted to you.
Legal Rights & Agreement Rules · Restriction or exception
Illegal, inappropriate and infringing uses are prohibited
You must obey applicable rules and may not use the Platform to violate laws, regulations, executive orders or ordinances, or post, generate or share illegal or inappropriate Content. The examples include defamatory, obscene, harassing, offensive, fraudulent, objectionable, false, misleading or infringing material. Intuit also rejects activity harming its reputation or exposing it to third-party liability.
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We expect you to obey the law and follow certain rules in using the Platform.
Intuit does not condone or support any activity that is illegal, violates the rights of others, harms or damages Intuit’s reputation, or could cause Intuit to be liable to a third party.
Violate any law, regulation, executive order or ordinance, including through actions that give rise to criminal, civil, administrative or regulatory liability and/or fines;
Post, generate, or share Content that is or may be illegal or inappropriate, including material that may be defamatory, obscene, harassing, offensive, fraudulent, objectionable, false or misleading, or infringing;
Infringe on the intellectual property rights of others; or
Security & Safeguards · Restriction or exception
Malware, spam and Intuit impersonation are forbidden
You may not transmit harmful software or data, send unsolicited or unauthorized advertising such as spam, or impersonate or misrepresent an affiliation with Intuit.
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Supporting quotations
Transmit any virus, trojan horse, or other disruptive or harmful software or data;
Send any unsolicited or unauthorized advertising, such as spam;
Impersonate or misrepresent your affiliation with Intuit;
Content & IP Rights · Restriction or exception
Redistribution and reverse engineering of the platform are prohibited
The prohibited-use list bars reproducing, modifying, reselling, licensing or providing free or unauthorized Platform access, placing it on file-sharing, virtual-desktop or app-hosting services, and attempts to reverse engineer, decompile or disassemble it. This concerns the Platform itself, distinct from the express permission for one software backup copy.
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Supporting quotations
Reproduce, modify, resell, license, or provide free or unauthorized access to the Platform or make the Platform available on any file-sharing, virtual desktop or application hosting service;
Attempt to reverse engineer, decompile or disassemble in any way any of the Platform;
Cross-references
has exception (model-proposed): One software backup copy is allowed with proprietary notices — The express permission for one software backup copy with notices qualifies the general prohibition on reproducing the Platform; it does not permit general archiving in the Platform.
Security & Safeguards · Restriction or exception
Unauthorized access, scraping and AI model development are barred
You may not engage in unauthorized access, monitoring, interference or use involving the Platform or third-party accounts, information or systems. Examples include scraping or downloading content that is not yours and using Platform-derived information without authorization to train or develop AI, machine-learning models or related technology.
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Supporting quotations
Engage in unauthorized access, monitoring, interference with, or use of the Platform or third party accounts, information (including personal information), computers, systems or networks, including scraping, accessing, or downloading content that doesn’t belong to you, or training or developing artificial intelligence or machine learning models or related technology using information derived from the Platform without authorization;
Account & Service Control · Restriction or exception
Do not use the platform as a general archive or enable prohibited acts
General archiving or backup use of the Platform is prohibited, as is encouraging or enabling others to commit listed prohibited acts or otherwise violate the Agreement.
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Supporting quotations
Use the Platform for general archiving or back-up purposes;
Encourage or enable any other individual to do any of the above or otherwise violate this Agreement.
Account & Service Control · Permission or license
Suspected objectionable activity or repeat infringement can end access
Intuit may terminate your account for repeated copyright infringement. It may also terminate Platform use based on reasonable suspicion that your activities, business or products are objectionable or promote, support or engage in prohibited uses.
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If you repeatedly infringe the copyrights of others, we may terminate your account.
Intuit may terminate your use of the Platform based on our reasonable suspicion that your activities, business or products are objectionable or promote, support or engage in any of the prohibited uses described above.
Sharing & Disclosure · Permission or license
Intuit may monitor content, remove it and disclose necessary information
Intuit may monitor Platform use or Content and edit or remove Content, but has no monitoring obligation under this clause. It may disclose information necessary to meet legal obligations, protect Intuit or customers, or operate the Platform properly.
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Supporting quotations
Intuit may (but has no obligation to) monitor the use of the Platform or Content and may edit or remove any Content. We may disclose any information necessary to satisfy our legal obligations, protect Intuit or its customers, or operate the Platform properly.
Sharing & Disclosure · Context
Forum posts can reach the public and carry no Intuit endorsement
Forums and social features may share information with other users and the public. Intuit disclaims support and responsibility for forum content and users’ third-party links. Users should be respectful and avoid revealing information they do not want public.
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Supporting quotations
You may be able to communicate with others through our Platform but please be respectful.
Intuit does not support and is not responsible for the Content in these community forums. Please be respectful when you interact with other users. Do not reveal information that you do not want to make public. Users may post hypertext links to content of third parties for which Intuit is not responsible.
Content & IP Rights · Permission or license
Feedback carries a perpetual and irrevocable license for any use
If you provide feedback, suggestions or ideas, Intuit receives a perpetual, worldwide, fully transferable, sublicensable, irrevocable, fully paid-up and royalty-free license to use them in any way, including products and advertising or marketing. This is broader than the limited-purpose general Content license.
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Supporting quotations
You grant Intuit a perpetual, worldwide, fully transferable, sub-licensable, irrevocable, fully paid-up, royalty free license to use your feedback, suggestions, and ideas in any way, including in future modifications of the Platform, other products or services, advertising or marketing materials.
Cross-references
contrast (model-proposed): You keep your content rights while licensing it to Intuit — Feedback carries an irrevocable any-purpose license, including marketing; the general Content license is limited to operating, providing and improving the Platform.
Use & Processing · Permission or license
Assistant inputs may personalize responses and improve the technology
Digital Assistants include AI-powered or similar automated assistants, agents, avatars, chatbots and interactive experiences. Outputs may not be unique. Content supplied to them may personalize responses and improve the Platform, assistants and related technology.
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Supporting quotations
We may use Digital Assistants to optimize your experience.
Information generated by Digital Assistants may not be unique. Any Content you provide to Digital Assistants may be used to provide more personalized responses and improve our Platform, Digital Assistants, and related technology.
Some assistants act for you and may need extra permissions
Certain Digital Assistants may perform operations on your behalf. Intuit directs you to review their functions and permissions closely, and you may need to grant additional permissions for them to work properly.
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Supporting quotations
When you use certain Digital Assistants, they may perform functions or operations on your behalf. Please review their functionality and permissions closely. You may need to provide additional permissions to enable the Digital Assistants to operate properly.
Legal Rights & Agreement Rules · Restriction or exception
You bear responsibility for actions resulting from assistant use
The terms warn that evolving chatbot technology can produce inaccurate or unsuitable outputs. They assign you sole responsibility for actions or omissions caused by or resulting from your use or engagement with Digital Assistants.
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Supporting quotations
While Chatbots are designed to improve your experience, these technologies are evolving and may have limitations such as generating outputs that are inaccurate or inappropriate to your situation. You are solely responsible for actions or omissions caused by or resulting from your use or engagement with Digital Assistants.
Account & Service Control · Permission or license
Intuit may terminate or suspend access at its discretion
The Agreement remains effective until the subscription expires, you cancel your account, or Intuit terminates the Agreement or account. Intuit may terminate the Agreement and account or suspend the Platform at any time in its discretion; this clause is not limited to misuse.
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Supporting quotations
You may cancel your account and Intuit may suspend or terminate your use of the Platform.
Intuit may terminate this Agreement (and your account) or suspend the Platform at any time in our discretion.
Retention & Deletion · Procedure
Uninstalling an app may leave subscriptions and data in place
Removing an Intuit mobile app may not cancel its subscription or delete data. Follow the Service’s cancellation instructions; for data deletion, use One Intuit Account Manager’s data/privacy settings or the linked Global Privacy Statement instructions.
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Supporting quotations
Please note that removing an Intuit mobile app from your device may not cancel your subscription or delete your data.
If you wish to delete your data from a Service, please log into One Intuit Account Manager and follow the instructions under the respective data and privacy settings or follow the instructions in our Global Privacy Statement.
Not stated here
The linked privacy statement is not supplied; additional deletion instructions or exceptions cannot be determined here.
Charges & Financial Obligations · Restriction or exception
Ending the account stops use but does not erase accrued fees
When a subscription expires, an account is canceled, or Intuit terminates the account or Agreement, you must immediately stop using the Platform and pay for Platform use. Fees due or accrued through the effective end date remain payable; expiration or termination does not itself entitle you to a refund.
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Supporting quotations
You must stop using the Platform once your subscription expires or you cancel your account (or if this Agreement or your account is terminated).
No expiration or termination will affect your obligation to pay all fees due or that may have accrued through the effective date of expiration or termination or entitle you to any refund.
Legal Rights & Agreement Rules · Context
Specified obligations and licenses continue after termination
Personal-information terms, unpaid fees, Content and Data, forum/feedback terms, termination effects, disclaimers, liability limits, indemnity, disputes and miscellaneous terms survive termination, discontinuation or cancellation of the Platform or account. Ending access therefore does not end every contractual provision.
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There are a few parts of this Agreement that will continue to apply after termination.
The following Sections will survive any termination, discontinuation or cancellation of the Platform or your account: “Your Personal Information,” “Payment and Cancellations” (with respect to fees due and unpaid), “Content and Data,” “Community Forums; Feedback,” “Effect of Termination,” “Disclaimers,” “Limitation of Liability,” “Indemnity Obligations,” “Disputes,” and “General Terms (Miscellaneous)”.
Cross-references
qualifies (model-proposed): You keep your content rights while licensing it to Intuit — Content and Data survives termination, consistent with the license lasting for the duration of intellectual-property protection rather than just account access.
Account & Service Control · User right or choice
Communication choices depend on the platform and message type
Intuit may contact you to support and serve you through text, email or in-platform messages. Depending on the Platform, you may opt in or out of certain message types or sign up for messages; this is not a promise that every communication is optional. Update your contact details to keep preferences current.
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We may contact you from time to time to support your use of the Platform.
We want to provide you options for receiving communications from us, and as such you may opt-in or opt-out of receiving certain types of communications from us or sign up to receive certain kinds of messages from us, depending on the Platform.
You will need to notify us of any changes to your contact details to ensure your preferences are updated.
Security & Safeguards · Permission or license
Provided phone numbers may receive security and limited service messages
Intuit may use a supplied telephone number for multifactor authentication to verify identity and protect the account. You agree to receive security-code texts and automated texts or prerecorded calls for limited purposes, including critical service notices and fulfilling your service requests.
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You understand and agree that Intuit may use your telephone number for multi-factor authentication (“MFA”), to confirm your identity and help protect the security of your account.
In addition, you agree that Intuit may send automated text messages and pre-recorded voice messages to the telephone number you provide for other limited purposes, including: providing you with important critical notices regarding your use of the Services, or fulfilling a request made by you through the Services.
Data Access & Collection · Permission or license
Directing account retrieval grants a limited power of attorney
When you direct Intuit to retrieve third-party account information, you permit it to use and store the retrieved information and other submitted information, such as credentials, to provide the Platform and Services. You grant a limited power of attorney to access and retrieve it without additional notice. Intuit acts as your agent, not the third party’s.
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When you direct Intuit to retrieve your account information from third parties, you authorize and permit us to use and store that information and other information you submit through the Platform (such as usernames and passwords) for purposes of providing the Platform and Services to you.
You grant Intuit a limited power of attorney to access those accounts and retrieve your account information, without additional notice to you.
Intuit will be acting as your agent and will not be acting on behalf of the third party.
Charges & Financial Obligations · Restriction or exception
Intuit does not verify third-party account data or bear resulting costs
Intuit says it does not check third-party account information for accuracy and is not responsible for resulting issues or expenses, including inaccuracies, errors, delays, non-delivery and payment-processing errors or fees from inaccurate third-party information.
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Supporting quotations
Intuit is not responsible for any account information obtained from third parties.
Intuit does not review third party account information for accuracy and is not responsible for any issues or expenses resulting from such account information, including any inaccuracy, error, delay, or non-delivery.
For clarity, Intuit is not responsible for any payment processing errors or fees arising from inaccurate account information provided by third parties.
Legal Rights & Agreement Rules · Restriction or exception
Platform warranties are limited, with applicable-law protections preserved
The Platform is otherwise as-is, with only warranties stated in the Agreement or provided by applicable law. Unless law requires them, implied warranties are excluded. Intuit does not promise error-free, secure, virus-free, accurate, reliable or available service, or protection from data loss. Where implied-warranty exclusions do not apply, the terms limit implied warranties to 60 days from purchase or delivery, whichever is sooner.
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We don’t make any warranties about the Platform except as expressly stated in this Agreement.
The only warranties we make about the Platform are (1) stated in this Agreement, or (2) as provided under applicable laws.
Unless required by law, we do not provide implied warranties, such as the implied warranties of merchantability, fitness for a particular purpose, or non-infringement.
If the exclusions for implied warranties do not apply to you, any implied warranties are limited to sixty (60) days from the date of purchase or delivery of the Platform, whichever is sooner.
Legal Rights & Agreement Rules · Restriction or exception
Aggregate liability is capped at the greater of relevant annual fees or $100
Subject to the Agreement’s rights and responsibilities and applicable law, aggregate liability of Intuit and its third-party providers, licensors, distributors and suppliers arising from or relating to the Agreement is capped at the greater of $100 or fees paid for the relevant Services in the 12 months before the breach. This is an aggregate cap, not a promised payout.
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Our liability is limited when it comes to issues you may encounter with our Platform.
Other than the rights and responsibilities described in this Agreement and as allowed by applicable law, Intuit won’t be responsible for any losses.
The total aggregate liability of Intuit and our third party providers, licensors, distributors or suppliers (“Intuit Parties”) arising out of or relating to this Agreement is limited to the greater of: (1) the fees that you paid to use the relevant Service(s) in the 12 months before the breach or (2) $100.
Legal Rights & Agreement Rules · Restriction or exception
The terms exclude listed losses even if Intuit was warned
Subject to the Agreement and applicable-law framework, Intuit Parties exclude responsibility for lost data, profits, revenue, business opportunities, goodwill or expected savings; indirect, incidental or consequential losses; punitive damages; and damages involving telecom, internet, communications, corruption, security, viruses or spyware. The limits apply even after warning of possible damage, and the Agreement is described as the exclusive remedy for Platform use.
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Supporting quotations
The Intuit Parties won’t be responsible for the following:
Loss of data, profits, revenues, business opportunities, goodwill or anticipated savings;
Indirect, incidental, or consequential loss;
Punitive damages; or
Damages relating to failures of telecommunications, the internet, electronic communications, corruption, security, viruses, or spyware.
The above limitations apply even if the Intuit Parties have been advised of the possibility of such damages. This Agreement sets forth your exclusive remedy with respect to the Platform and its use.
Other than the rights and responsibilities described in this Agreement and as allowed by applicable law, Intuit won’t be responsible for any losses.
Legal Rights & Agreement Rules · Restriction or exception
Existing legal immunities and exemptions are preserved
If you are legally exempt from responsibilities such as indemnification, those responsibilities do not apply under the Agreement. The terms use United Nations immunities as an example and say the Agreement does not override them.
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If you’re legally exempt from certain responsibilities, including indemnification, then those responsibilities don’t apply to you under this Agreement.
Legal Rights & Agreement Rules · Restriction or exception
Unlawful use or agreement violations can require you to cover third-party claims
Unless you are legally exempt, you must indemnify and hold harmless Intuit and its providers, licensors, distributors and suppliers for losses, damages, judgments, fines, costs and legal fees tied to claims arising from unlawful or unauthorized Platform use or an Agreement violation. The liability cap on Intuit Parties does not state a corresponding cap on this user obligation.
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Supporting quotations
If someone sues us because you used the Platform unlawfully or didn’t follow our rules, you will be responsible for any harm to us.
You will indemnify and hold harmless the Intuit Parties for any losses, damages, judgments, fines, costs and expenses (including legal fees) in connection with any claims arising out of or relating to your unlawful or unauthorized use of the Platform or violation of this Agreement.
If you’re legally exempt from certain responsibilities, including indemnification, then those responsibilities don’t apply to you under this Agreement.
Intuit and our third party providers, licensors, distributors or suppliers (“Intuit Parties”)
Intuit may take control of claims at its own expense
Intuit reserves sole discretion to assume exclusive defense and control of claims at its own expense. You agree to reasonably cooperate as it requests in defending claims, subject to the Agreement’s preservation of legal exemptions.
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Intuit reserves the right, in its sole discretion and at its own expense, to assume the exclusive defense and control of any claims. You agree to reasonably cooperate as requested by Intuit in the defense of any claims.
If you’re legally exempt from certain responsibilities, including indemnification, then those responsibilities don’t apply to you under this Agreement.
Legal Rights & Agreement Rules · Restriction or exception
US disputes generally go to individual arbitration or small claims court
For US customers, Platform- or Agreement-related Claims generally require binding individual arbitration or eligible small claims court after the informal process. Court routes remain for equitable relief supporting arbitration and, after individual merits arbitration, public injunctive relief. If the class-action waiver is unenforceable, the whole Disputes section is void.
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Supporting quotations
In the event we are unable to resolve any dispute through an informal dialogue, a third-party arbitrator or small claims court will help us resolve any disputes we might have, and any disputes will be resolved on an individual basis rather than as a class action.
If you are a U.S. customer:
You and Intuit agree that, except as provided below, any dispute, claim or controversy arising out of or relating in any way to the Platform or this Agreement (a “Claim”) will be determined by binding arbitration or small claims court, instead of in courts of general jurisdiction.
This agreement to arbitrate shall not preclude any party to the arbitration from at any time seeking injunctions or other forms of equitable relief in aid of arbitration from a court of appropriate jurisdiction including whether a Demand for Arbitration is filed in violation of this Agreement.
The parties agree that litigation of any issues of public injunctive relief shall be stayed pending the outcome of the merits of any individual Claims in arbitration.
If this Class Action Waiver is found to be unenforceable, then the entirety of this Disputes Section shall be null and void.
Legal Rights & Agreement Rules · User right or choice
Eligible US claims can be moved from arbitration to small claims court
Either party may choose small claims court if all its requirements are met, in your home county or the nearest such court; you may also use Santa Clara County Superior Court’s small claims court. If an eligible Claim was filed in arbitration, either party’s written election closes that arbitration. Small claims court decides eligibility, and arbitration remains closed unless that court decides it should proceed. The notice, good-faith conference and 60-day process still apply.
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Either you or Intuit can seek to have a Claim resolved in small claims court if all the requirements of the small claims court are satisfied.
Either you or Intuit may seek to have a Claim resolved in small claims court in your county of residence or the small claims court in closest proximity to your residence, and you may also bring a claim in small claims court in the Superior Court of California, County of Santa Clara.
If a Claim qualifies for small claims court, but a party commences an arbitration proceeding, you and Intuit agree that either party may elect instead to have the Claim resolved in small claims court, and upon written notice of a party’s election, the American Arbitration Association (“AAA”) will administratively close the arbitration proceeding.
Any dispute about whether a Claim qualifies for small claims court shall be resolved by that court, not by an arbitrator.
Legal Rights & Agreement Rules · Restriction or exception
The US arbitration clause waives jury trial and class participation
The US clause uses a neutral arbitrator, potentially narrower discovery and limited court review, while allowing the same damages and relief a court could award subject to the specific relief rules. It invokes the Federal Arbitration Act, waives jury trial and class participation, and survives Agreement or account termination. Eligible small claims and specified court-relief routes remain.
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Arbitration uses a neutral arbitrator instead of a judge or jury, may allow for more limited discovery than in court, and is subject to very limited review by courts.
You agree that the U.S. Federal Arbitration Act governs the interpretation and enforcement of this arbitration provision, and that you and Intuit are each waiving the right to a trial by jury or to participate in a class action.
This arbitration provision shall survive termination of this Agreement and/or the termination of your account.
will be determined by binding arbitration or small claims court, instead of in courts of general jurisdiction.
Before electing arbitration, send a Notice of Claim to Intuit’s registered agent, Corporation Service Company, 251 Little Falls Drive, Wilmington, DE 19808, including your preferred mailing and email addresses. If Intuit initiates, it sends notice by certified mail to your address on file. Each notice must describe the dispute’s nature and basis and the specific damages or other relief requested.
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The Notice of Claim to Intuit should be sent in care of our registered agent Corporation Service Company, 251 Little Falls Drive, Wilmington, DE 19808.
If Intuit elects to seek arbitration, it will send, by certified mail, a written Notice of Claim to your address on file.
A Notice of Claim, whether sent by you or by Intuit, must (a) describe the nature and basis of the Claim or dispute; and (b) set forth the specific amount of damages or other relief sought.
Legal Rights & Agreement Rules · Procedure
US claims require personal participation in informal resolution
After notice and before arbitration or small claims filing, you and an Intuit representative must personally participate in a good-faith phone or video conference; lawyers may also attend. Limitation periods and filing-fee deadlines are tolled during this required process. A Claim may proceed after 60 days from receipt of notice without resolution; your filing requires a completed notice and good-faith direct efforts during that time.
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Supporting quotations
we will personally meet, via telephone or videoconference, in a good-faith effort to confer with each other and try to resolve informally any Claim covered by this Agreement.
The statute of limitations and any filing fee deadlines shall be tolled while the parties engage in the informal dispute resolution process required by this paragraph.
You agree that you may not commence any arbitration or file a Claim in small claims court unless you and Intuit are unable to resolve the Claim within sixty (60) days after we receive your completed Notice of Claim and you have made a good faith effort to resolve your claim directly with Intuit during that time.
AAA administers US arbitration under its rules as modified here
US arbitration uses a single AAA arbitrator and AAA rules as modified by the Agreement. Forms and rules are available from adr.org or 1-800-778-7879. Unless both parties agree otherwise, hearings take place in the county or parish of your residence or the mailing address in your Notice of Claim. The linked AAA rules are not supplied.
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The arbitration will be conducted by the AAA before a single AAA arbitrator under the AAA’s rules, which are available at www.adr.org or by calling 1-800-778-7879, except as modified by this Agreement.
Unless Intuit and you agree otherwise, any arbitration hearings will take place in the county (or parish) of either your residence or of the mailing address you provided in your Notice of Claim.
Not stated here
AAA rules linked at adr.org are not supplied; their additional procedures cannot be described from this source.
US arbitrator selection allows strikes and ranking within ten days
The arbitrator must be a retired judge or an attorney licensed in California or your state of residence, drawn from AAA’s national roster. AAA sends five candidates. If parties cannot agree, each returns a list within ten days, strikes up to two and ranks the rest. AAA appoints the highest aggregate-ranked candidate, with discretion if that procedure cannot produce an appointment.
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The arbitrator will be either (1) a retired judge or (2) an attorney specifically licensed to practice law in the state of California or the state of your residence and will be selected by the parties from the AAA’s National Roster of Arbitrators.
if the parties cannot agree on an arbitrator from the list, each party shall return its list to the AAA within 10 days, striking up to two candidates, and ranking the remaining candidates in order of preference;
In the US dispute process, the arbitrator is bound by the Agreement and generally decides scope, enforceability and liability on the merits. Small claims court decides whether a Claim qualifies for that forum; public injunctive relief and class-waiver scope disputes have the specified court routes. This is not unlimited authority to decide every issue.
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The arbitrator is bound by this Agreement. Except as otherwise provided below, all issues are for the arbitrator to decide, including issues relating to the scope and enforceability of this arbitration provision.
Any dispute about whether a Claim qualifies for small claims court shall be resolved by that court, not by an arbitrator.
If Intuit believes that any Claim you have filed in arbitration or in court is inconsistent with the limitations in this paragraph, then you agree that Intuit may seek an order from a court determining whether your Claim is within the scope of the Class Action Waiver.
the entitlement to and extent of such relief must be litigated in a civil court of competent jurisdiction and not in arbitration.
Missing the AAA conference can close your arbitration
Each US arbitration requires an AAA administrative telephone conference attended by you and an Intuit representative. If you fail to attend, even if your lawyer attends, AAA closes the arbitration without prejudice unless you show good cause for missing it. This is a separate step from the prefiling informal conference.
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Supporting quotations
If you fail to appear at the administrative conference, regardless of whether your counsel attends, the AAA will administratively close the arbitration proceeding without prejudice, unless you show good cause as to why you were not able to attend the conference.
Legal Rights & Agreement Rules · Procedure
Arbitration produces a reasoned decision binding only these parties
The US arbitrator must give a reasoned written decision explaining essential findings and conclusions. The award binds only the parties and has no preclusive effect in proceedings involving a different party. A court with jurisdiction may enter judgment, and parties may seek equitable court relief supporting arbitration, including whether a demand violates the Agreement.
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The arbitrator shall issue a reasoned written decision sufficient to explain the essential findings and conclusions on which the award is based. The award shall be binding only among the parties and shall have no preclusive effect in any other arbitration or other proceeding involving a different party.
Judgment on any award may be entered in any court having jurisdiction.
This agreement to arbitrate shall not preclude any party to the arbitration from at any time seeking injunctions or other forms of equitable relief in aid of arbitration from a court of appropriate jurisdiction including whether a Demand for Arbitration is filed in violation of this Agreement.
Charges & Financial Obligations · Company commitment
Intuit limits seeking its arbitration legal costs from you
For US arbitration, Intuit promises not to seek its attorneys’ fees and costs from you unless the arbitrator finds the substance of your Claim or requested relief frivolous or brought for an improper purpose under the cited Rule 11(b) standards. This is distinct from AAA filing and administrative fees.
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Intuit will not seek to recover its attorneys’ fees and costs in arbitration from you unless the arbitrator finds that either the substance of your Claim or the relief sought in your Demand for Arbitration was frivolous or was brought for an improper purpose (as measured by the standards set forth in Federal Rule of Civil Procedure 11(b)).
Public injunctive relief goes to court after individual merits arbitration
In the US process, unless a Claim goes to small claims court, the arbitrator determines liability and can grant declaratory or injunctive relief only as needed for the individual party’s Claim. A prevailing party seeking relief aimed at preventing future public injury must litigate entitlement and extent in civil court. That litigation waits for the individual arbitration merits outcome; the court reviews relevant arbitral facts without deference before issuing public relief.
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Unless you or Intuit seek to have a Claim resolved in small claims court, the arbitrator shall determine all issues of liability on the merits of any Claim asserted by you or Intuit and may award declaratory or injunctive relief only in favor of the individual party seeking relief and only to the extent necessary to provide relief warranted by that party's individual claim.
The parties agree that litigation of any issues of public injunctive relief shall be stayed pending the outcome of the merits of any individual Claims in arbitration.
Before a court of competent jurisdiction issues any public injunctive relief, it shall review the factual findings of the arbitration award on which any injunction would issue with no deference to the arbitrator.
You initially pay AAA’s filing fee, with conditional excess reimbursement
AAA rules govern US arbitration fees. You pay the initial filing fee; at the end Intuit reimburses the excess above a federal or state court complaint filing fee in your home county or Santa Clara County. There is no reimbursement if the arbitrator finds your Claim or requested relief frivolous or improperly motivated under cited Rule 11(b) standards. AAA may change fee amounts or timing without increasing fees to either party, and both waive objection to such changes. The AAA rules and actual fee amounts are not supplied.
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You are required to pay AAA’s initial filing fee, but Intuit will reimburse you for this filing fee at the conclusion of the arbitration to the extent it exceeds the fee for filing a complaint in a federal or state court in your county of residence or in Santa Clara County, California.
If the arbitrator finds that either the substance of your Claim or the relief sought in your Demand for Arbitration was frivolous or was brought for an improper purpose (as measured by the standards set forth in Federal Rule of Civil Procedure 11(b)), then the payment of all fees will be governed by the AAA Rules and Intuit will not reimburse your initial filing fee.
The parties agree that the AAA has discretion to modify the amount or timing of any administrative or arbitration fees due under the AAA Rules where it deems appropriate, provided that such modification does not increase the AAA fees to you or Intuit, and you and Intuit waive any objection to such fee modification.
Legal Rights & Agreement Rules · Restriction or exception
US claims must be individual; invalidating the waiver voids the dispute section
You and Intuit may bring Claims only individually, not as class or representative plaintiffs or members. Unless both agree, an arbitrator cannot combine others’ claims or preside over class or representative proceedings. Intuit may ask a court whether your Claim falls within the waiver; if the waiver is unenforceable, the entire Disputes section becomes void.
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You and Intuit agree that each may bring Claims against the other only in your or its individual capacity, and not as a plaintiff or class member in any purported class or representative proceeding.
Further, if you have elected arbitration, unless both you and Intuit agree otherwise, the arbitrator may not consolidate any other person's Claims with your Claims and may not otherwise preside over any form of a representative or class proceeding.
If this Class Action Waiver is found to be unenforceable, then the entirety of this Disputes Section shall be null and void.
This agreement replaces prior understandings about its subject
The Agreement, including any Section B terms, is the entire agreement between you and Intuit on its subject and replaces earlier oral or written understandings, communications and agreements. Section B text is not supplied here.
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This Agreement, including any Section B terms, is the entire agreement between you and Intuit and replaces all prior understandings, communications and agreements, oral or written, regarding its subject matter.
Legal Rights & Agreement Rules · Context
California law and the Federal Arbitration Act govern disputes
The terms select California law and the Federal Arbitration Act for disputes involving the Platform, Agreement and Additional Terms, regardless of conflict-of-laws rules. They exclude the UN Convention on Contracts for the International Sale of Goods. This choice does not itself expand the US-customer arbitration clause to other customers.
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The laws of California govern this Agreement and any disputes that may arise.
California law and the Federal Arbitration Act will govern all disputes arising out of or relating to the Platform, this Agreement and any Additional Terms, regardless of conflict of laws rules.
The United Nations Convention on Contracts for the International Sale of Goods does not apply to this Agreement.
Legal Rights & Agreement Rules · Restriction or exception
Platform transfers must comply with trade restrictions
You and other Platform users must be legally allowed to use it. Use, export, re-export, import, sale, release and transfer must comply with US, availability-jurisdiction and other applicable law. The clause prohibits exports, re-exports, transfers and releases to listed embargoed or comprehensively sanctioned jurisdictions, Russia, and restricted persons. These are the source’s stated lists, not an independently updated sanctions guide.
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The Platform shall not be exported to jurisdictions that are subject to embargoes or comprehensive sanctions.
You agree that you and anyone who uses the Platform, including the related website, online services and mobile apps, are not prohibited from using the Platform under the laws and regulations of the United States or other applicable jurisdiction.
In particular, but without limitation, the Platform, Software, Services, source code, and technology may not be exported, or re-exported, transferred, or released (a) into any U.S. embargoed and comprehensively sanctioned jurisdiction (Cuba, Iran, North Korea, Syria and the Crimea, Donetsk (“DNR”), Luhansk (“LNR”), Kherson, and Zaporizhzhia regions of the Ukraine) and Russia; or (b) to anyone included in the U.S. Treasury Department’s list of Specially Designated Nationals or on any other applicable restricted party lists.
Cross-references
qualifies (model-proposed): Access is subject to location and sanctions restrictions — The later trade section clearly requires legally permitted use and bars specified transfers. It is preserved alongside, without silently repairing, the earlier location clause’s use of “or”.
The final trade certification contains a double negative
The final certification covers you, principals, officers, directors and known persons or entities directly involved with use, including associated parties. It says “neither you nor” those persons “are not” on sanctions lists, doing business in embargoed countries, and a defined military end user. That double negative makes the precise certification ambiguous; this card does not silently remove “not” or assert a corrected certification. The preceding clear prohibition on unlawful use and restricted transfers remains stated separately.
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In addition, you certify that neither you nor any principals, officers, directors, or any person or entity (including any beneficiaries, owners, affiliated and/or associated parties) you know to be directly involved with the use of the Platform, Software and the Services are not: (a) on any sanctions lists in the countries where the Platform, Software and Services are available, (b) doing business in any of the U.S. embargoed countries, and (c) a military end user as defined in 15 C.F.R § 744.
Not stated here
The intended logical meaning of the source’s double negative is not established; the cited military-end-user definition is not supplied.
US government software rights are limited to the agreement
The terms characterize Software as a commercial item/commercial computer software under the cited procurement regulations. When acquired by or for the US government, its rights are only those specified in the Agreement as the cited rules apply. The regulations themselves are not supplied.
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Even if you are a government end user, your rights to Software are limited to what is described in this Agreement.
If the Software is being acquired by or on behalf of the U.S. Government, then, as provided in FAR 12.212 and DFARS 227.7202-1 through 227.7202-4, as applicable, the U.S. Government’s rights in the Software will be only those specified in this Agreement.
Legal Rights & Agreement Rules · Restriction or exception
Intuit’s inaction does not waive rights
Failure to act or enforce a right is not a waiver. A waiver of Agreement provisions by Intuit must be written and signed by an authorized officer; a waiver in one circumstance does not mean a waiver in others.
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If we waive some of our rights under this Agreement, it doesn’t mean we waive our rights in other circumstances.
Intuit’s failure to act or enforce any of its rights does not constitute a waiver of any of our rights. Any waiver by Intuit of any of the provisions in the Agreement must be made in writing and signed by a duly authorized officer of Intuit.
Legal Rights & Agreement Rules · Restriction or exception
Intuit may transfer the agreement without notice; you need consent
Intuit may assign or transfer the Agreement to anyone at any time without notifying you. You cannot assign your rights, including by operation of law, without its consent, and attempted assignments without consent are void.
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You can’t transfer this Agreement or your right to use the Platform to someone else without our permission.
Intuit may assign or transfer this Agreement to any party at any time without notice to you. You may not assign your rights under this Agreement, by operation of law or otherwise, without our consent. Any attempts to do so without our consent will be void.
Legal Rights & Agreement Rules · Procedure
Invalid terms are generally severed, with a special class-waiver consequence
The general rule removes unlawful, void or unenforceable provisions and keeps the rest effective. The US dispute section gives a specific different consequence for an unenforceable class-action waiver: the entire Disputes section becomes void. The general severability rule should not erase that express qualification.
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If a court voids a term of this Agreement, the other terms will not be affected.
If any provision of this Agreement is unlawful, void, or unenforceable for any reason, then that provision will be severed and the remaining provisions will remain in full force and effect.
If this Class Action Waiver is found to be unenforceable, then the entirety of this Disputes Section shall be null and void.
Intuit support is the contact for agreement questions
The contact section directs questions about the Platform or Agreement to linked Intuit support. The separate dispute-notice procedure still specifies its own recipient and mailing address.
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If you have any questions about the Platform or this Agreement, please contact
Legal Rights & Agreement Rules · Context
These terms cover Intuit’s platform and applicable product terms
Section A governs the defined Platform, including listed services and related websites, features and software. Applicable Section B product terms also form the Agreement; those additional terms are not supplied here. The annotations aid navigation and do not fully summarize the contract.
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These Platform Terms, Section A ("Platform Terms") along with any applicable Product Specific Terms Section B (see below) (collectively, with the Platform Terms, this "Agreement" or "Intuit Terms") govern your use of and access to the Platform, including any Service or Software.
The annotations do not completely summarize the agreement, though, and you should read each section carefully and in full.
Version 02122026
Legal Rights & Agreement Rules · Context
Using the platform for a company or client accepts terms for them
An individual acting for a company or client accepts these provisions on that party’s behalf. “You” may therefore mean the individual, company or client, depending on context.
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If you are an individual acting on your company’s or client’s behalf, you accept these provisions on their behalf and the term “you” will refer to you, your company, or your client.
Sharing & Disclosure · Permission or license
Use instructs Intuit to share data across its platform
Using the Platform instructs Intuit to share data across it for marketing, eligibility and other purposes in the Global Privacy Statement, consistent with applicable law. Data may include credit and third-party information. The later group-sharing provision excepts information furnished to TurboTax for preparation of an individual tax return. The linked statement’s further details are not supplied here.
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By using the Platform, you are instructing us to share your data across our Platform for marketing, eligibility, and other purposes described in our Global Privacy Statement, consistent with applicable law.
This data may include credit information and other information we obtain from third parties.
You further agree that, other than with respect to information furnished to TurboTax in connection with the preparation of an individual tax return, any sharing of personal information among Intuit Group Companies is contemplated as part of the Platform.
Not stated here
Linked policies and separately supplied terms are not included here; their additional purposes, rights and limitations cannot be determined from this source.
Additional policies and product terms are part of the agreement
Access or use entails agreeing to this Agreement, including the Global Privacy Statement, Telecom Specific Terms, current Sections A and B, and separately provided Additional Terms, potentially from third parties. The linked or separately supplied texts are not analyzed as if present in this source.
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To access and/or use the Platform, you acknowledge and agree:
To the terms and conditions of this agreement (“Agreement”), which includes:
The current version of the terms set out in Section A and Section B;
Any additional provisions and conditions provided separately to you for your use of the Platform, which may include terms and conditions from third parties (which we refer to as “Additional Terms”)
Not stated here
Linked policies and separately supplied terms are not included here; their additional purposes, rights and limitations cannot be determined from this source.
Account & Service Control · Restriction or exception
Users must be adults able to form a contract
You must be at least 18 and capable of forming a binding contract with Intuit to access or use the Platform.
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You are at least 18 years of age;
You are capable of forming a binding contract with Intuit;
Legal Rights & Agreement Rules · Restriction or exception
Access is subject to location and sanctions restrictions
The access conditions address being outside the listed embargoed or sanctioned locations and not being prohibited under applicable laws, and require that you are not on transaction or export prohibition lists. The location clause uses “or” between its location and legal-prohibition phrases; this analysis preserves that wording rather than asserting a corrected logical test.
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You are not based in Cuba, Iran, North Korea, Syria, the Crimea, Donetsk (“DNR”), Luhansk (“LNR”), Kherson, and Zaporizhzhia regions of the Ukraine or any other territory that is subject to a government embargo or comprehensive sanctions (Russia), or are not otherwise prohibited from using the Platform under the laws and regulations of the United States, or any other applicable jurisdiction; and
You are not included in lists maintained by the United States or other applicable jurisdictions prohibiting transactions with and the export of US products to certain entities, people, and jurisdictions.
Cross-references
qualified by (model-proposed): Platform transfers must comply with trade restrictions — The later trade section clearly requires legally permitted use and bars specified transfers. It is preserved alongside, without silently repairing, the earlier location clause’s use of “or”.
Data Access & Collection · Permission or license
Certain services authorize recurring consumer-report retrieval
Using certain Services gives written instructions for Intuit and affiliates to obtain and periodically refresh consumer reports, including credit reports, and other third-party information for marketing, eligibility and purposes in the linked Global Privacy Statement. The authorization lasts while you have a registered Intuit account; canceling it through account settings stops consumer-report refreshing. This is scoped to certain Services, not every website visit.
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You understand that by using certain Services, you are providing written instructions in accordance with the Fair Credit Reporting Act and other applicable law to permit Intuit Inc. and its affiliated companies to obtain and periodically refresh your consumer report information (including credit reports) and other information about you from third parties for marketing, eligibility, and other purposes described in Intuit's Global Privacy Statement.
We will stop refreshing your consumer report information when you cancel your account through your account settings.
Not stated here
Linked policies and separately supplied terms are not included here; their additional purposes, rights and limitations cannot be determined from this source.