CaseAgents

Terms of service

Effective date: June 23, 2026  ·  Last updated: June 23, 2026

CaseAgents is a product of RESO.tax LLC (“we,” “us,” or “our”). By accessing or using CaseAgents, you (“you” or “your firm”) agree to these terms. If you do not agree, do not use the service.

1. The service

CaseAgents provides workflow software that helps tax resolution firms collect documents from their clients, automate follow-up communications, and generate tamper-evident records of that collection effort. The tamper-evident record is a factual log of events — it is not a legal document, an audit response, a legal opinion, or professional representation of any kind.

The service includes the staff console, the client-facing secure portal, the defense record generator, the append-only hash-chained event log, and any associated APIs or integrations we make available.

2. Your account

  • You must be 18 or older and authorized to bind your firm to these terms.
  • You are responsible for keeping your account credentials secure and for all activity under your account.
  • You must provide accurate information at signup and keep it current.
  • Each staff user must have their own account. Sharing credentials between users is not permitted.
  • Notify us immediately at security@caseagents.ai if you suspect unauthorized access.

3. Acceptable use

You agree not to:

  • Use the service for any unlawful purpose or in violation of any applicable law or regulation.
  • Send communications to individuals who have not consented to receive them as required by law.
  • Upload malware, malicious code, or content designed to harm or deceive.
  • Attempt to circumvent the row-level security isolation or access another firm's data.
  • Use the service to fabricate evidence, falsify timestamps, or misrepresent case history.
  • Resell, sublicense, or white-label the service without our written permission.
  • Scrape, reverse-engineer, or attempt to extract the underlying event-chaining mechanism.

We reserve the right to suspend or terminate accounts that violate these terms, with or without notice, depending on the severity of the violation.

4. Communication compliance obligations

CaseAgents sends communications (email, and in future releases: SMS, voicemail drops, and AI-assisted calls) to your clients at your direction. You are solely responsible for compliance with all applicable laws governing those communications, including but not limited to:

  • CAN-SPAM Act — commercial email sent on your behalf must comply with CAN-SPAM requirements including accurate header information and opt-out mechanisms.
  • TCPA (Telephone Consumer Protection Act) — you must obtain all required prior express written consent before using SMS, voicemail drop, or AI-assisted call features. CaseAgents provides the tooling; compliance with TCPA is your responsibility.
  • State do-not-call and telemarketing laws — you are responsible for checking and honoring applicable state DNC registries before using phone-based features.
  • State privacy laws (CCPA, CPRA, Texas TDPSA, etc.) — if your clients are residents of states with consumer privacy rights, you are the data controller and responsible for honoring those rights with respect to client data you enter into CaseAgents.

CaseAgents logs opt-outs and unsubscribes at the technical level and will not send further communications to contacts who have opted out. However, the legal obligation to ensure consent was obtained before any communication remains yours.

5. AI-assisted features

CaseAgents offers or plans to offer AI-assisted features including the help assistant, AI-generated summaries, and AI-assisted outbound calls. You acknowledge:

  • AI-generated content may contain errors and should not be relied upon without human review.
  • AI-assisted calls will identify themselves as automated at the start of the call as required by FTC regulations and applicable state law.
  • The help assistant is scoped to CaseAgents product questions and does not provide tax, legal, or financial advice.
  • We do not use your case data or client data to train or fine-tune AI models, whether operated by us or by any third-party AI provider.

6. Third-party integrations

CaseAgents integrates with third-party services including Supabase, Resend, Plaid (planned), and voice/SMS providers (planned). These integrations operate under their own terms of service and privacy policies. We are not responsible for the availability, accuracy, or practices of third-party services.

When you enable a third-party integration (such as Plaid for financial document verification), you agree to that provider's terms in addition to ours. Data shared with third parties is described in our Privacy Policy.

Plaid:When enabled, Plaid operates its own secure authentication interface. Your clients' financial credentials are entered directly into Plaid's interface and are never transmitted to or stored by CaseAgents. We receive only the verification outcome and permitted metadata.

7. Data ownership and portability

You own your firm's data. We do not claim any ownership over your cases, client data, documents, or event logs. You may export all of it at any time from within the application.

By using the service, you grant us a limited, non-exclusive license to store, process, and transmit your data solely as necessary to provide the service to you.

Upon cancellation, your data remains available for export for 90 days, after which it is deleted per our retention policy. See the Privacy Policy — Data retention for full details.

8. No tax, legal, or financial advice

Nothing on caseagents.ai, within the CaseAgents application, from the CaseAgents help assistant, or from CaseAgents staff constitutes tax advice, legal advice, financial advice, or professional representation of any kind.

The defense record CaseAgents generates is a factual log of documented events sourced from the append-only event chain. It is not a legal opinion, a professional certification, an IRS response, or a guarantee of any outcome in a dispute or chargeback proceeding. The record is a tool — its evidentiary weight is determined by the adjudicator reviewing it.

9. Service availability

We target high availability but do not guarantee uninterrupted access. We may perform maintenance, apply security patches, or temporarily restrict access to address abuse or security incidents. We will provide reasonable advance notice of planned maintenance where practicable.

10. Fees and billing

Pricing is described on the Pricing page. During the pilot period, the service is free. When paid plans are introduced, we will provide at least 30 days' notice before charging your payment method. All fees are non-refundable except as required by applicable law.

11. Limitation of liability

To the maximum extent permitted by applicable law, CaseAgents and RESO.tax LLC are not liable for any indirect, incidental, special, consequential, or punitive damages, including lost profits, lost data, lost revenue, or loss of goodwill, arising out of or related to your use of the service.

Our total aggregate liability to you for any claim arising out of or related to these terms or the service is limited to the greater of (a) the amount you paid us in the 12 months preceding the claim or (b) one hundred dollars (USD $100).

Some jurisdictions do not allow the exclusion of certain warranties or the limitation of certain damages. In those jurisdictions, our liability is limited to the maximum extent permitted by law.

12. Indemnification

You agree to indemnify, defend, and hold harmless CaseAgents and RESO.tax LLC from any claim, liability, damage, or expense (including reasonable legal fees) arising from: (a) your use of the service in violation of these terms, (b) your violation of any law or third-party right, including TCPA, CAN-SPAM, and applicable privacy laws, or (c) your clients' data you submit to the service.

13. Termination

You may cancel your account at any time from your firm settings. We may suspend or terminate your account immediately for violation of these terms, non-payment, or if continued access poses a security risk. Upon termination, your right to use the service ends immediately, subject to the data retention period described above.

14. Changes to these terms

We may update these terms. We will notify you by email and in-app notice at least 14 days before material changes take effect. Continued use after the effective date constitutes acceptance. If you do not agree to material changes, you may cancel your account before they take effect.

15. Governing law

These terms are governed by the laws of the State of [STATE — add before launch], without regard to conflict-of-law principles. Any dispute not resolved informally will be submitted to binding arbitration under the AAA Commercial Arbitration Rules, conducted in English, in [CITY, STATE]. You waive any right to participate in a class action.

16. Contact