Terms of Service

Last updated August 17, 2026

These terms govern use of Swift, a case-management product for tax resolution firms made by Quickly Flowing ("we"). By creating or using a firm account you agree to them on behalf of your firm. During early access, firms also sign an order form; where the two disagree, the order form wins.

Accounts

  • A firm account is opened by us for the firm, and its administrators invite users. Each user seat is for one named person; sharing a login is not permitted, and the product enforces one active session per account.
  • You are responsible for what happens under your firm's accounts, for keeping credentials confidential, and for telling us promptly if you suspect unauthorized access.
  • You must be authorized to act for the firm and to represent the taxpayers whose data you put in the product.

Your data

Everything your firm and its clients put into Swift — cases, documents, forms, financial data — is your firm's. You grant us only the license needed to host, process, back up, and display it in order to provide the service, and to keep it secure. We do not sell it or use it to train models. Our Privacy Policy describes how we handle it. You can export your data at any time while your account is active and during the wind-down period after it ends.

Your firm is responsible for having the right to collect and use that data, including any consent or authorization a taxpayer must give (for example, on Forms 2848 and 8821), and for the accuracy of what it enters.

Acceptable use

You agree not to:

  • use the service for anything unlawful, or to file or prepare anything you know to be false;
  • probe, scan, or test the security of the service without our written permission, or try to reach another firm's data;
  • resell, sublicense, or provide the service to third parties as a bureau, or build a competing product from it;
  • send unsolicited bulk email through the product, or use client links, e-signature, or payment features for anything other than the firm's genuine engagements;
  • upload malware or otherwise interfere with the service.

Forms, e-signature, and payments

Swift fills IRS and state forms from the data you enter and merges them to the official PDFs. You remain the practitioner: you are responsible for reviewing every form before it is signed or filed and for its correctness. We do not give tax, legal, or accounting advice, and the product is not a filing service.

E-signatures are collected through a third-party provider and are intended to satisfy the ESIGN Act and comparable state law; you are responsible for confirming that e-signature is acceptable for a given form and recipient. Card payments are processed by the payment processor your firm connects; the processor's terms apply to those transactions, and you are responsible for the charges you initiate, including scheduled payment plans.

Fees

Fees are stated on your order form and billed per firm, by seat, monthly or annually as agreed. Invoices unpaid after the grace period on the order form may lead to suspension of the account until paid; we will warn you before suspending. Fees do not include taxes, which are added where applicable.

Availability and support

We work to keep the service available at all times, and we will announce planned maintenance in advance. During early access there is no formal uptime guarantee; support is by email at hello@quicklyflowing.com on business days.

Ending the agreement

Either party may end the agreement at the end of the current billing term with written notice. We may suspend or end an account immediately for a serious breach of these terms, for non-payment after warning, or where required by law. On termination we keep your data available for export for a wind-down period stated in the order form (at least 30 days), then delete it.

Warranties and liability

The service is provided "as is" and, to the extent the law allows, without warranties of any kind. We are not liable for indirect, consequential, or special damages, or for lost profits, arising from the service. Our total liability under these terms is limited to the fees your firm paid us in the twelve months before the claim. Nothing here limits liability that cannot be limited by law.

Changes, law, and disputes

We may update these terms; if a change is material we will notify firm administrators at least 30 days before it takes effect, and continued use after that date is acceptance. These terms are governed by the laws of the State of California, and disputes will be resolved in the state or federal courts located there, unless your order form says otherwise. If a court finds part of these terms unenforceable, the rest still applies.

Terms of Service — Swift