Effective September 2, 2026. Last updated September 2, 2026.
1. Acceptance of these terms
These Terms of Service are an agreement between you and Cigar City Consulting LLC ("we," "us," or "our"). By creating an account, using our client portal, visiting our website, or opting in to our text message program, you agree to these terms. If you do not agree, do not use the services.
If you accept these terms on behalf of a firm or company, you represent that you have authority to bind that organization.
2. Our services
We provide a secure client portal that lets tax professionals and their clients exchange documents, sign engagement letters, and process payments in one place, along with related notifications by email and text message.
We are a technology provider. We are not a party to the engagement between a tax professional and their client, and we are not responsible for the accuracy of any return, form, or advice exchanged through the portal.
3. Eligibility and accounts
•You must be at least 18 years old and able to form a binding contract.
•You agree to provide accurate information and to keep it current.
•You are responsible for safeguarding your login credentials and for all activity under your account.
•Notify us promptly at [email protected] if you suspect unauthorized access.
4. SMS Terms of Service
By opting in you agree to receive text messages from Cigar City Consulting LLC. Message frequency varies. Message and data rates may apply. Reply HELP for help or STOP to unsubscribe.
Program description Cigar City Consulting LLC sends appointment reminders, document request follow ups, engagement letter notifications, and account alerts to clients and tax professionals who have opted in.
How to opt in You consent to receive text messages by checking the consent box on our opt-in form at portal.cigarcitycapital.com/sms, by giving verbal permission during onboarding, or by texting us first. The consent box is not pre-selected. Consent is not a condition of purchase or of using our services. Message frequency Message frequency varies based on your account activity.
Cost Message and data rates may apply. We do not charge for the messages themselves. Check with your wireless provider for details of your plan.
How to get help Reply HELP to any message for assistance, or email [email protected], or call (813) 545-1811.
How to opt out Reply STOP to any message at any time. You will receive one confirmation message and then no further texts. You may also email us to be removed. Opting out of texts does not remove you from email or portal notifications.
Supported carriers Delivery depends on your wireless carrier and is not guaranteed. Carriers are not liable for delayed or undelivered messages.
Privacy No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. See our Privacy Policy for details.
Changing your number Tell us if your mobile number changes so messages intended for you are not sent to someone else.
5. Acceptable use
You agree not to:
•Use the services for any unlawful purpose or in violation of any applicable regulation.
•Upload malware or attempt to gain unauthorized access to our systems or another user's account.
•Interfere with, disrupt, or place unreasonable load on the services.
•Reverse engineer, scrape, or copy any part of the services except as permitted by law.
•Upload content you do not have the right to share, or content that infringes another party's rights.
•Use the text message program to send messages to anyone who has not consented.
6. Fees and payment
Fees, if any, are described at the point of purchase or in your written agreement with us. Payments are processed by a third party payment provider and are subject to that provider's terms. Unless stated otherwise or required by law, fees are non-refundable. You are responsible for applicable taxes.
7. Your content
You keep ownership of the documents and information you upload. You grant us a limited license to host, store, transmit, and display that content solely to operate the services for you and those you share it with. We handle it in line with our Privacy Policy.
You are responsible for keeping your own copies of anything you upload.
8. Our intellectual property
The services, including software, design, text, and marks, are owned by Cigar City Consulting LLC or its licensors and are protected by intellectual property laws. We grant you a limited, non-exclusive, non-transferable, revocable license to use the services for their intended purpose. No other rights are granted.
To make a request, email [email protected]. We may need to verify your identity before acting.
9. No tax or legal advice
We provide software, not tax, accounting, or legal advice. Nothing in the portal, on this website, or in any text message we send is tax or legal advice, and it should not be relied on as a substitute for consulting a qualified professional about your circumstances.
10. Disclaimers
The services are provided "as is" and "as available" without warranties of any kind, whether express, implied, or statutory, including any implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement. We do not warrant that the services will be uninterrupted, timely, secure, or error free, or that any message will be delivered.
11. Limitation of liability
To the fullest extent permitted by law, Cigar City Consulting LLC and its members, officers, employees, and agents will not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or for any loss of profits, revenue, data, or goodwill, arising out of or relating to your use of the services, even if we have been advised of the possibility of such damages. Our total aggregate liability for any claim relating to the services will not exceed the greater of the amounts you paid us in the twelve months before the event giving rise to the claim, or one hundred US dollars.
Some jurisdictions do not allow certain limitations, so parts of this section may not apply to you.
12. Indemnification
You agree to indemnify and hold harmless Cigar City Consulting LLC from any claims, damages, losses, and reasonable legal fees arising from your use of the services, your content, or your violation of these terms or of any law or third party right.
13. Termination
You may stop using the services at any time. We may suspend or terminate your access if you breach these terms, if required by law, or if we discontinue the services. Sections that by their nature should survive termination will survive, including sections 7 through 12.
14. Governing law and disputes
These terms are governed by the laws of the State of Florida, without regard to its conflict of law rules. You and we agree that any dispute will be brought exclusively in the state or federal courts located in Hillsborough County, Florida, and you consent to their jurisdiction.
15. Changes to these terms
We may update these terms from time to time. We will post the updated version here and change the effective date above. If the changes are material, we will give additional notice. Continuing to use the services after the changes take effect means you accept them.