TERMS OF SERVICE
These terms govern access to and use of Reserve Tax AI ("Reserve," "we," "us"). By creating an account or using the platform, you agree to these terms.
1. The service.
Reserve Tax AI provides a software platform ("Reserve Intelligence") for commercial property tax operations — importing parcel data, reviewing assessments and valuation estimates, identifying over-assessed properties, building appeal evidence, managing filings, deadlines, and hearings, and tracking savings.
2. Platform vs. appeal representation.
The software platform is provided by Reserve Tax AI LLC. Property tax appeals are filed and handled by Reserve Tax Group LLC ("RTG"), through licensed counsel, under a separate Letter of Authorization and Engagement Letter you execute before any appeal is filed. Use of the platform does not by itself create an attorney-client or agent relationship; that relationship is governed by those separate agreements.
3. Accounts.
You are responsible for the accuracy of information you submit, for authorized use of your account, and for maintaining the confidentiality of your credentials. You must have authority to bind the entity on whose behalf you use the service.
4. Subscriptions, fees, and billing.
Paid access is offered in tiers, billed through Stripe. Subscriptions are annual commitments billed in monthly installments unless stated otherwise at checkout. Plans renew automatically at the end of each term unless cancelled; fees, renewal timing, and cancellation terms are presented at checkout. Fees are non-refundable except where required by law.
5. Appeal contingency fee.
Where RTG files appeals on your behalf, RTG's fee is fifteen percent (15%) of the first-year property tax savings achieved through a successful appeal, billed separately from your software subscription and governed by your Engagement Letter. Software subscription fees and the appeal contingency fee are distinct charges.
6. Your data; license.
As between you and Reserve, you retain ownership of the parcel, property, and portfolio data you submit ("Customer Data"). You grant Reserve a license to host, process, and use Customer Data to provide and operate the service, and to use aggregated and de-identified data to develop and improve our models and analytics. We do not sell your Customer Data.
7. Intellectual property.
Reserve and its licensors own the platform, software, valuation models (including the AVM), analytics, and all related intellectual property. No rights are granted except the limited right to use the service under these terms.
8. Third-party services.
The service integrates third-party providers including Stripe (payments), DocuSign (e-signature), and property-data providers. Your use of those features may be subject to the third party's terms, and we are not responsible for third-party services.
9. Acceptable use.
You will not misuse the service; attempt to access data you are not authorized to access; reverse engineer, decompile, or attempt to derive the platform's source code, models, or methodology; scrape, bulk-extract, or use automated means to harvest the platform, its outputs, or its data; resell, sublicense, white-label, or provide the service to third parties; use the service's outputs to build or train a competing product or model; upload unlawful or infringing content; or use the service to violate any law or third-party right. We may suspend access and seek injunctive relief for violations.
10. No guarantee of outcome.
Reserve does not guarantee any assessment reduction, refund, or savings. Valuation and appeal outcomes depend on facts, evidence, and authority discretion outside our control, and an appeal may result in no change or, in limited circumstances, an authority-determined increase.
11. Not professional advice.
Platform analysis supports decision-making but does not replace legal, tax, accounting, appraisal, or other professional advice. You should consult your own advisors regarding your specific situation.
12. Disclaimers.
Except as expressly stated, the service is provided "as is" and "as available," without warranties of any kind, whether express, implied, or statutory, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement, to the maximum extent permitted by law.
13. Limitation of liability.
To the maximum extent permitted by law, Reserve's total aggregate liability arising out of or relating to the service will not exceed the fees you paid to Reserve for the service in the twelve months before the claim. Reserve will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, savings, business, or goodwill. These limits do not apply to liability that cannot be limited under applicable law.
14. Indemnification.
You will indemnify and hold Reserve harmless from third-party claims arising out of your Customer Data, your use of the service, or your breach of these terms, except to the extent caused by Reserve's gross negligence or willful misconduct.
15. Suspension and termination.
We may suspend or terminate access for non-payment, violation of these terms, or to protect the service or other users. You may cancel per your plan’s terms. Sections concerning fees owed, data, IP, disclaimers, limitation of liability, indemnification, and dispute resolution survive termination.
16. Changes.
We may update the service and these terms. Material changes will be posted with an updated effective date; continued use after changes take effect constitutes acceptance.
17. Governing law and dispute resolution.
These terms are governed by the laws of the State of New York, without regard to conflict-of-law rules. Any dispute not resolved in good faith will be finally resolved by binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules, seated in New York, New York; either party may seek injunctive relief in the state or federal courts located in New York County, New York. To the extent permitted by law, each party waives trial by jury and any right to participate in a class or representative proceeding.
18. General.
These terms are the entire agreement regarding the platform and supersede prior discussions. If any provision is unenforceable, the remainder stays in effect. You may not assign these terms without our consent; we may assign to an affiliate or successor.
19. Contact.
Questions: info@reservetax.ai · Reserve Tax AI, 524 Broadway, New York, NY 10012.
Last updated July 15, 2026.