OPERATIONAL STANDARDS & COMPLIANCE
Service Level Agreement (SLA) &
Fulfillment Standards
Clear expectations regarding processing times, support response windows, and deliverable schedules across all TaxLogistics divisions.
Effective Date: September 28, 2026
SLA COVERAGE
Scope of Services Covered
This Service Level Agreement applies to the following TaxLogistics services and support functions:
- Tax software licensing and setup
- IRS EFIN compliance support
- CRM platform access and user provisioning
- Bank product integration support
- Mentorship and training
- Technical support during tax season
TAX SOFTWARE & ERO
SUPPORT SLA
Defined operational boundaries, credential fulfillment timelines, and technical support response standards.
Software Credentials Delivery
Software credentials are delivered after successful bank compliance and bank approval of your EFIN and location. Allow at least 3 to 7 business days.
Technical Support Response
- Peak tax season (Jan 1 – Apr 30): 2 to 4 business hour response.
- Off-peak season: within 24 business hours.
PROCESSING STANDARDS & JURISDICTION
BUSINESS FORMATION
PROCESSING SLA
Defined operational turnaround parameters and official regulatory filing boundary conditions.
Intake Submission
Entity filings are submitted to state filing agencies within 24 to 48 business hours of receiving completed client intake forms.
INTERNAL SLA // 24-48 BUSINESS HOURS
Government Turnaround Disclaimer
Official state approval times (typically 3 to 10 business days depending on state jurisdiction or expedited options chosen) are governed by government agencies and are outside TaxLogistics control.
EXTERNAL TIMELINE // JURISDICTIONAL DEPENDENT
TIMELINE COMMITMENTS // VISUAL ASSETS
VISUAL BRANDING &
DESIGN DELIVERABLE SLA
Standardized benchmark intervals governing production timelines, visual milestone review checkpoints, and revision cycles for all visual identity and digital brand deliverables.
Initial Concept Delivery
Following brief validation and discovery intake, primary visual branding identity directions and core design assets are compiled and presented for formal client evaluation.
- 2 to 3 distinct visual concept routes
- High-resolution vector assets & mockups
- Comprehensive style & typography direction
Design Revisions
Structured iterative refinements applied to the selected concept route based on unified stakeholder review feedback, ensuring full compliance with brand guidelines prior to asset sign-off.
- Up to 2 comprehensive revision rounds
- Consolidated actionable change logs
- Final master production asset delivery
OPERATIONAL COMMITMENTS & INFRASTRUCTURE
TAXLOGI CRM, WEBSITE & DOMAIN SETUP SLA
Binding performance standards and guaranteed resolution timetables governing the Taxlogi digital ecosystem.
SLA TARGET // AVAILABILITY
System Availability
99.9% target uptime for managed platforms including the client portal and CRM systems. Scheduled maintenance is communicated at least 24 hours in advance.
SLA TARGET // DEPLOYMENT
Custom Web Launch
Websites and domain configurations are launched within 3 to 5 business days following full content asset receipt.
SLA TARGET // INCIDENT RESOLUTION
Critical Support Tickets
System outages addressed within 2 to 4 hours; general account modifications resolved within 24 business hours.
CLIENT RESPONSIBILITIES
Client Responsibilities
To maintain compliance and keep turnaround timelines achievable, clients agree to the following:
- Maintain current IRS EFIN documentation and related compliance records.
- Provide accurate and complete tax return information and supporting documentation.
- Comply with IRS regulations and all applicable federal/state requirements.
SECTION 06 // RISK ALLOCATION
Limitation of Liability
Except for indemnification obligations expressly set forth in this Service Level Agreement, in no event shall the total aggregate liability of TaxLogistics LLC, its officers, directors, employees, or authorized agents arising out of or related to the delivery of tax compliance and logistics support services exceed the actual fees paid by the Client to TaxLogistics LLC during the current billing service period (not to exceed the immediately preceding three billing months) in which the cause of action accrued.
Under no circumstances shall either party be liable for any indirect, incidental, consequential, special, punitive, or exemplary damages, including but not limited to lost business profits, loss of data, filing interruption, or tax audit penalties resulting from third-party regulatory delays, even if advised in advance of the possibility of such damages.
Jurisdictional Note: Some state or federal jurisdictions do not permit the exclusion of certain warranties or liability limits. In such jurisdictions, TaxLogistics LLC liability shall be limited to the fullest extent permitted by applicable law.
SUPPORT ACCESS & ESCALATION
Technical Assistance
Direct pathways for incident reporting, operational support, and SLA escalation. Standard operating hours: Mon-Fri 8:00 AM – 5:00 PM ET.
SUPPORT RESPONSE TIME TIERS
Critical (P1): within 4 business hours.
High priority (P2): within 24 hours.
Standard (P3): within 48 hours.
Support hours: Mon–Fri, 8:00 AM–5:00 PM ET.
Direct Phone Line
Priority voice routing for high-impact incidents and urgent operational triage.
(912)-333-3821
Email Dispatch
Submit non-critical tickets, log files, and formal SLA compliance documentation.
Client Access Portal
Authenticate for live SLA metrics, status logs, audit records, and direct ticket tracking.
access.taxlogistics.org
SLA Response Window Active: Monday through Friday, 8:00 AM - 5:00 PM ET. Critical P1 Incidents receive continuous 24/7 on-call triage.
TaxLogistics LLC Statesboro, GA 30458
(912) 333-3821 · [email protected] · Mon–Fri 8AM–5PM ET
Fraud Prevention & ERO Security
Protecting your EFIN and your ERO practice is at the core of everything we do at TaxLogistics. Review our Anti-Fraud Policy to learn how we shield ERO partners against identity theft, phishing schemes, and EFIN fraud, and what to do if you spot a threat.
Review Anti-Fraud Policy© 2026 TaxLogistics LLC · All Rights Reserved · Licensed Tax Software Service Bureau · Statesboro, GA