Legal & Compliance Center.

How we collect, use, store, and protect personal information.

Master terms governing your use of the platform and services.

Eligibility, windows, and process for refunds.

Permitted and prohibited uses of the platform.

Consent, message types, frequency, opt-out, and carrier disclosures.

Cookies and similar technologies we use and how to manage them.

Terms for service bureau partners, white-label resellers, and integration partners.

Disclosures specific to service bureau partners and sub-EROs.

License grant, restrictions, and updates for the tax software.

Subscription, data, and termination terms for the CRM platform.

Commissions, conduct standards, and payouts for affiliates.

How we protect your data, our security controls, and incident response posture.

No-guarantee disclosure for income, revenue, or production claims.

Educational use, no legal/tax advice, certification scope.

IRS Circular 230, WISP, GLBA, and regulatory acknowledgements.