TBTaxBoy
Privacy PolicyTerms of Service

Terms of Service

Effective date: 23/02/2026
Last updated: 23/02/2026
Service: TaxBoy (“TaxBoy”, “we”, “us”, “our”)
Website/App: https://taxboy.com.au
Legal entity: Figment Labs (ABN 62687420720)

These Terms of Service (“Terms”) govern your access to and use of TaxBoy, including our website, application, and any related services (collectively, the “Service”). By creating an account, accessing, or using the Service, you agree to these Terms.

If you do not agree, do not use the Service.

Important: TaxBoy is not a registered tax agent and does not provide tax agent services. The Service provides organisational tools and automated assistance. You remain responsible for verifying information and making decisions about your tax affairs.

1) Definitions

  • Account: your TaxBoy user account.
  • Content: documents and information you upload, forward, submit, or otherwise provide to the Service (e.g., receipts, invoices, bills, donation receipts), plus any notes or labels you add.
  • Derived Data: information we generate from your Content, such as extracted fields, categorisations, confidence scores, summaries, and calculations.
  • Trusted Sender: an email address you approve to send Content into your TaxBoy forwarding address.
  • Subscription: any paid plan you purchase for the Service.
  • Free Plan: the no-fee tier, if offered.
  • You / User: the person or entity using the Service.

2) Eligibility and account creation

2.1 Eligibility

You must be at least 18 years old and capable of entering a binding contract.

2.2 Account security

You are responsible for:

  • maintaining the confidentiality of your login credentials
  • all activity that occurs under your Account

You must notify us promptly if you suspect unauthorised access.

2.3 Accurate information

You agree to provide accurate information and keep it up to date (including Trusted Sender emails, where relevant).

3) The Service (what we provide)

TaxBoy helps you:

  • collect and store tax-related documents via upload and/or email forwarding
  • organise and categorise documents into an inbox and ledger-style view
  • generate summaries and exports to support tax-time preparation
  • optionally use automated systems (including AI) to extract and suggest information

We may add, change, or remove features over time.

4) Not tax advice and not tax agent services

4.1 No professional advice

The Service may provide general information and automated suggestions, but it does not provide:

  • tax advice
  • legal advice
  • financial advice
  • registered tax agent services

You should consult a qualified professional (e.g., a registered tax agent) if you require advice.

4.2 Your responsibility

You are solely responsible for:

  • reviewing and verifying Content, Derived Data, and outputs
  • ensuring your deductions and claims comply with applicable laws
  • maintaining your own records as required by law

5) Email forwarding and trusted senders

5.1 Forwarding address

If you use a TaxBoy forwarding address, you may forward emails and attachments to it. The Service may ingest metadata such as sender, subject, and timestamps.

5.2 Trusted Sender restrictions

To reduce spam and protect your Account, we may restrict ingestion to Trusted Senders you approve. Items from untrusted senders may be:

  • quarantined for approval
  • rejected
  • deleted (in limited cases, e.g., suspected abuse)

You are responsible for managing your Trusted Sender list.

5.3 Prohibited forwarding

You must not forward:

  • illegal content
  • content you do not have rights to share
  • malware or harmful code
  • sensitive content unrelated to tax record keeping (where prohibited by these Terms)

6) AI features and automated processing

6.1 AI outputs may be incorrect

Automated extraction, classification, or summarisation may be inaccurate, incomplete, or misleading. You agree not to rely solely on AI outputs without review.

6.2 Third-party AI providers

We may use third-party providers (e.g., OpenAI, Google Gemini, and others) to process Content to produce Derived Data. Your use of the Service acknowledges that:

  • Content (or secure links to Content) may be transmitted to these providers for processing
  • provider performance and availability may vary

We aim to use reputable providers and apply safeguards; however, you understand that these providers operate under their own terms.

7) Acceptable use

You agree not to:

  • use the Service for unlawful purposes
  • attempt to access or interfere with other users’ accounts or data
  • upload or transmit malware, exploits, or harmful code
  • abuse rate limits, spam the forwarding system, or attempt to bypass security controls
  • reverse engineer or scrape the Service except as permitted by law
  • use the Service to infringe intellectual property rights

We may suspend or terminate accounts that violate these Terms.

8) Your Content and permissions

8.1 Ownership

You retain ownership of your Content.

8.2 License to operate the Service

You grant TaxBoy a worldwide, non-exclusive, royalty-free license to:

  • host, store, reproduce, process, and transmit your Content
  • generate Derived Data
  • display your Content back to you within the Service solely to operate, maintain, and improve the Service.

8.3 Feedback

If you provide feedback, you grant us the right to use it without restriction or compensation.

9) Privacy

Our Privacy Policy explains how we collect, use, and disclose personal information. By using the Service, you agree to our Privacy Policy.

10) Subscriptions, billing, and refunds (if applicable)

10.1 Plans

We may offer a Free Plan and paid Subscriptions with different features and limits. Features, usage caps, and prices will be described in the Service at the time of purchase.

10.2 Billing

If you purchase a Subscription, you authorise us (and our payment processor) to charge applicable fees and taxes.

10.3 Renewals

Subscriptions may renew automatically unless you cancel before the renewal date. Renewal terms will be disclosed at purchase.

10.4 Cancellations

You can cancel in your account settings (if available). Cancellation stops future renewals; you may retain access until the end of the current billing period unless stated otherwise.

10.5 Refunds

Refunds (if any) are handled according to:

  • any refund policy shown at checkout, and
  • applicable consumer laws

Nothing in these Terms limits rights you may have under the Australian Consumer Law (ACL).

11) Availability, changes, and limits

11.1 Availability

We aim to keep the Service available, but we do not guarantee uninterrupted access. Maintenance, outages, or provider issues may occur.

11.2 Changes

We may modify, suspend, or discontinue any part of the Service. We may also change or impose limits on features, storage, or usage.

11.3 Beta features

Some features may be labelled beta/preview and may be less reliable.

12) Termination

12.1 By you

You may stop using the Service at any time and may be able to delete your account via settings or by contacting support.

12.2 By us

We may suspend or terminate your access if:

  • you violate these Terms
  • your use poses a security risk
  • we are required to do so by law
  • you fail to pay fees (if applicable)

12.3 Effect of termination

On termination:

  • your right to use the Service stops
  • we may delete or de-identify your Content consistent with our Privacy Policy and retention practices
  • some data (e.g., security logs) may be retained where required or reasonably necessary

13) Intellectual property

TaxBoy and its software, design, and branding are owned by us or our licensors and are protected by intellectual property laws. You receive a limited, non-transferable, revocable right to use the Service in accordance with these Terms.

14) Disclaimers

To the maximum extent permitted by law:

  • the Service is provided “as is” and “as available”
  • we disclaim warranties of merchantability, fitness for a particular purpose, and non-infringement
  • we do not warrant that:
    • AI outputs will be accurate
    • the Service will meet your specific tax compliance needs
    • the Service will be uninterrupted, secure, or error-free

Nothing in these Terms excludes consumer guarantees that cannot be excluded under the ACL.

15) Limitation of liability

To the maximum extent permitted by law:

  • TaxBoy is not liable for indirect, incidental, special, consequential, or punitive damages
  • TaxBoy is not liable for:
    • errors or omissions in AI outputs or Derived Data
    • decisions you make based on Service outputs
    • lost profits, lost data, or business interruption

Where liability cannot be excluded, our liability is limited to the extent permitted by law, and may be limited to:

  • resupplying the service, or
  • paying the cost of resupplying the service

This section operates subject to the ACL and other non-excludable rights.

16) Indemnity

You agree to indemnify and hold TaxBoy harmless from claims, liabilities, damages, losses, and expenses (including legal fees) arising from:

  • your Content
  • your misuse of the Service
  • your violation of these Terms or applicable law

17) Third-party services

The Service may integrate with or rely on third-party services. We are not responsible for third-party services outside our control. Your use of third-party services may be subject to their own terms and policies.

18) Governing law and disputes

These Terms are governed by the laws of Victoria, Australia, and the parties submit to the non-exclusive jurisdiction of the courts in that jurisdiction.

19) Changes to these Terms

We may update these Terms from time to time. We will post the updated version and change the “Last updated” date. If changes are material, we may notify you via email or in-app notice.

Your continued use of the Service after changes become effective constitutes acceptance of the updated Terms.

20) Contact

Questions about these Terms:

Email: legal@taxboy.com.au
Support: support@taxboy.com.au