Order form (annual plans)
Template. Effective date: November 9, 2026. Use this order form when a firm wants a signed document for an annual plan, for example for its own vendor file. Copy it, fill in the blanks, and both parties sign. Email support@taxporch.com and we will send a filled-in copy for e-signature.
Parties
- Provider: WS SOLUTIONS LLC, a Wyoming limited liability company, 5830 E 2nd St, Ste 7000 #31413, Casper, WY 82609, USA. Contact: support@taxporch.com.
- Customer (the "Firm"): .............................. (legal name)
- Address: ..............................
- Account owner (name and email): ..............................
Order
| Item | Detail |
|---|---|
| Service | Taxporch client portal and practice-management service |
| Plan | ☐ Solo ($690 a year, 1 user) ☐ Team ($1,690 a year, up to 5 users) ☐ Other: ........ |
| Clients | Unlimited |
| Included KBA checks | 100 a year (Solo) or 300 a year (Team), once remote KBA signing is live |
| Done-for-you migration | ☐ Not ordered ☐ $299 once ☐ Free (Team annual signed by December 31, 2026) |
| First paid term starts | ...... / ...... / ........ |
| Term | 12 months, renewing automatically for further 12-month terms unless cancelled before the renewal date |
| Annual fee | $.......... (USD, excluding applicable taxes) |
| Payment | In advance, by card or bank debit through Stripe, within 15 days of invoice |
| Signed by the price-lock date? | ☐ Yes, signed on or before January 31, 2027 ☐ No |
Price lock (repeats section 4 of the Terms)
- If this order form is signed, or the Firm first subscribed to a paid plan, on or before January 31, 2027, the annual fee above stays the same for 36 months from the start of the first paid term.
- After that, Provider may raise the price of the plan by at most 5% per year, and only with at least 90 days' written notice by email to the account owner.
- Provider will not move the Firm's plan to per-client, per-account or per-seat pricing (beyond the user limit of the plan) while the Firm remains a subscriber.
- If Provider charges more than this section allows, Provider refunds the difference, and the Firm may cancel and receive a pro-rata refund of any prepaid fees.
- The lock covers the plan price. It does not cover optional extras (extra KBA packs, done-for-you services), taxes, or Stripe's own fees.
- This commitment binds any successor to Provider's business.
Agreement
This order form is governed by the Terms of Service and the Service Provider Addendum (version 2026-11-09), which the Firm has read and accepts. If this order form conflicts with them, this order form wins.
| Provider: WS SOLUTIONS LLC | Firm | |
|---|---|---|
| Signature | ||
| Name | ||
| Title | Managing Member | |
| Date |