Azul Tax SolutionsAzul Tax Solutions
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Set your credit limits and the jobs you want. Every day, auto-bid sends your proposal to each new job that fits, until your daily credit limit is reached.

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Credit plans

Simple monthly credit plans.

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Terms and conditions.

These terms cover using Azul Tax Solutions to find taxation clients: credit plans and credits, reviews, and general terms. By starting a credit plan, you agree to them. Anyone who leaves a review agrees to Section 2, Review terms.

Last updated October 28, 2026

SectionsSection 1: Credit terms (clauses 1–14)Section 2: Review terms (clause 15)Section 3: General terms (clauses 16–18)

Section 1: Credit terms

1. Credit plans and payment

1.1

Credit plans are monthly subscriptions. You pay for each month in advance, by card, on the day you start your plan and on the same day each month after that (your "billing date").

1.2

Your plan renews automatically each month until you cancel it.

1.3

Prices are in US dollars and do not include any sales tax that applies. Any such tax is shown before you pay.

1.4

Your monthly credits are added to your account once each payment goes through.

2. How credits work

2.1

You use credits to send proposals to taxation clients from the job board, the daily jobs email or auto-bid.

2.2

Each proposal costs between 10 and 40 credits, set by the client's annual fee budget. Each job shows its cost before you send a proposal.

2.3

Credits are taken from your balance when your proposal is sent. Sending a proposal unlocks the client's name and contact details for that job.

2.4

Each job takes up to 4 proposals. Once 4 have been sent, the job closes to new proposals.

2.5

Azul may change the credits a job costs before you send a proposal. The cost shown when you press Send is the cost you pay.

3. No rollover: credits must be used each month

3.1

Credits are valid only for the billing month they are added in.

3.2

Any credits you have not used by your next billing date expire. They do not carry over to the next month and they are not refunded.

3.3

Your new month's credits replace any unused balance. They are not added on top of it.

3.4

Your credit balance and next billing date are shown in your account at all times.

4. Credits have no cash value

4.1

Credits are not money. They have no cash value and cannot be exchanged for cash, refunded, sold, or transferred to another person, firm or account.

4.2

Credits can only be used on your own account, for your own firm.

5. Bonus and promotional credits

5.1

Azul may sometimes give free or bonus credits. These expire on the date stated when they are given, or at your next billing date if no date is stated.

5.2

Bonus credits are used before your paid credits.

5.3

Bonus credits have no cash value and are not refunded.

6. Auto-bid

6.1

Auto-bid sends proposals for you using the settings you choose, including your daily credit limit and the most credits you will spend on one job.

6.2

Proposals sent by auto-bid are treated as sent by you. Credits used by auto-bid are not returned because a setting was wrong or was changed too late.

6.3

You can change or turn off auto-bid at any time. Changes apply from the next run.

7. Getting credits back

7.1

You can ask for your credits back on a job within 7 days of sending your proposal if:

  1. the client's phone number and email both do not work;
  2. the client tells you they did not ask to find a new accountant; or
  3. the job is a copy of one you have already sent a proposal on.
7.2

Credits are not returned because the client chose another firm, did not reply, or did not agree to your fee.

7.3

To ask, raise a support ticket from your account and choose the job and the reason. Azul will check and reply in your account within 5 business days. Azul's decision is final.

7.4

Returned credits are given back as credits, never as cash. They expire at your next billing date, like your other credits.

8. Changing or cancelling your plan

8.1

You can move to a different plan at any time. The new plan, its price and its credits start from your next billing date.

8.2

You can cancel at any time before your next billing date, and you will not be charged again.

8.3

After you cancel, you can use your remaining credits until your next billing date. Then they expire. There are no refunds for part of a month.

9. Failed payments and chargebacks

9.1

If a monthly payment fails, Azul will try to take it again. New credits are only added once payment goes through, and auto-bid is paused until then.

9.2

If you dispute a payment with your card provider (a chargeback) for credits you have received, Azul may suspend your account and remove the credits from that payment.

10. Client details you unlock

10.1

You may use a client's details only to contact that client about that job.

10.2

You must not share, sell or pass on client details, or add clients to marketing lists without their consent.

10.3

You must keep client details secure and delete them if the client asks you to.

11. Proper use of your account

11.1

Each firm may have one account. Do not share your login with anyone outside your firm.

11.2

Do not copy, collect or scrape jobs or client details from Azul, or try to identify or contact clients before you have unlocked them.

11.3

If you break these terms, Azul may suspend or close your account. Unused credits on an account closed for this reason are lost and not refunded.

12. No promise of work

12.1

Azul introduces you to businesses looking for an accountant. Azul does not promise that any client will reply to you, meet you or hire you.

12.2

You are responsible for your own engagement letters, fees and professional duties to any client you take on, and for being qualified to work for clients in their state.

13. Unlimited plan

13.1

The Unlimited plan costs $5,000 a month. Like the credit plans, it is paid monthly in advance and renews each month until you cancel it. Clauses 1, 8 and 9 apply to it.

13.2

While your Unlimited plan is active, sending a proposal uses no credits and there is no monthly limit on the number of proposals you can send.

13.3

Each job still takes up to 4 proposals in total, and you can send one proposal per job. The Unlimited plan does not give you a place on a job that is already full.

13.4

Proposals sent on the Unlimited plan are featured at the top of the list of proposals for each job, above proposals sent on credit plans. If more than one Unlimited firm sends a proposal on the same job, their proposals are shown in the order they were sent.

13.5

On the Unlimited plan, auto-bid sends your proposal to every new job that fits your settings. The daily credit limit and the most credits per job do not apply.

13.6

Clause 7 (getting credits back) does not apply to proposals sent on the Unlimited plan, because they use no credits. You can still report a problem with a job by raising a support ticket.

13.7

The introductory offer of 10% extra credits is for credit plans only and does not apply to the Unlimited plan.

13.8

All other terms apply to the Unlimited plan, including clauses 10 to 12 on client details, proper use of your account and no promise of work. The Unlimited plan is for your own firm's account only.

14. Changes to prices and these terms

14.1

Azul may change plan prices, credit costs or these terms. Azul will email you at least 30 days before a change to your plan's price or to these terms takes effect.

14.2

If you keep your plan after a change takes effect, you accept the change. If you do not accept it, you can cancel before it takes effect.

Section 2: Review terms

15. Reviews and how Azul manages them

15.1

Only a client who chose a firm's proposal through Azul can review that firm, once for each job. The client reviews the firm from a private review page, rating the work from 1 to 5 stars.

15.2

Reviews must be honest and based on the reviewer's own experience of work the firm did for them. They must not include abusive language or anyone's private information, such as tax details, phone numbers or addresses.

15.3

Firms must not review their own firm or other firms, offer payment, discounts or other rewards for reviews, or pressure anyone to change or remove a review.

15.4

A firm that thinks a review is unfair can report it from its account, giving the reason and any evidence. The review stays on the profile while Azul checks it.

15.5

Azul looks at the review, the report and any evidence, then decides whether to keep or remove the review. Azul removes a review if it is not about real work by the firm, is false or misleading, is abusive, contains private information or breaks these terms. Azul does not remove a review only because it is negative.

15.6

Azul may also remove a review that has not been reported if it breaks these terms. Azul does not edit reviews.

15.7

Azul's decision is shown in the firm's account and is final. A removed review no longer shows on the firm's profile or counts towards its rating.

15.8

Reviews are the views of the people who write them, not of Azul.

Section 3: General terms

16. Limits on Azul's liability

16.1

Azul's total liability to you is limited to the amount you paid for your plan in the 3 months before your claim.

16.2

Azul is not liable for lost profits, lost fees or lost clients.

17. Governing law

17.1

These terms are governed by the laws of the State of Delaware.

18. Contact

18.1

For questions about credits or these terms, raise a support ticket from your account.

Legal

Privacy policy.

How Azul Tax Solutions collects, uses and shares information on this site.

Last updated October 28, 2026

1. Who we are

This site is run by Azul Tax Solutions. For any question about your information, raise a support ticket from your account or email info@azul-tax.com.

2. What we collect

  • Accountants and firms: your firm name, your name, work email and password; your profile photo, bio, website and case studies; your plan, credits and credit history; your proposals; your support tickets; and reviews of your firm.
  • Payments: card payments are handled by our payment provider. We do not store full card numbers.
  • Businesses looking for an accountant: the business and contact details they give Azul, and the details of the work they need.
  • Reviewers: the name, business and review they post.

3. How we use it

To run your account, show you jobs, send the daily jobs email, take payments, answer support tickets, check reported reviews and keep the site safe.

4. Who we share it with

  • A business's name and contact details are shown only to the firms that send a proposal on its job, up to 4 firms.
  • Your profile, case studies and reviews are shown to businesses looking for an accountant.
  • Service providers that help us run the site, such as hosting, payments and email.
  • Anyone we are required to share with by law.

5. Emails

We send accountants the daily jobs email. Every email has a link to unsubscribe.

6. How long we keep it

While your account is open, and afterwards for as long as we need it for legal, tax and accounting records.

7. Your choices

You can update your profile in your account at any time. To close your account or ask for your information to be deleted, raise a support ticket.

8. Changes

We will post any changes to this policy on this page.

Azul team login

Private login for the Azul team. This page is not linked from the website.

Demo: any @azul-tax.com email and any password work.

Azul admin

For the Azul team. Manage jobs, each firm's credits, support tickets and reviews. Ticket replies show in the firm's account, and no emails are sent.

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