CORE PRIVACY POLICY

Effective Date: July 19, 2026

Version: 1.0

Introduction

At CORE Tax Software ("CORE," "we," "our," or "us"), we value your privacy and are committed to protecting

the personal and business information you share with us. This Privacy Policy explains how we collect, use,

disclose, and protect your information when you use our website, software, memberships, training, mobile

applications, and related services. By accessing or using CORE services, you agree to this Privacy Policy.

1. Information We Collect

Personal information may include your name, business name, email address, phone number, mailing address,payment information, PTIN, EFIN, and business details. We may also collect software usage, login history, IP address, browser information, cookies, analytics, and device information.

2. How We Use Information

We use your information to create and manage accounts, provide software access, process payments, deliver training, provide customer support, improve our services, communicate updates, prevent fraud, comply with legal obligations, and send marketing communications that you may opt out of at any time.

3. Information Sharing

CORE does not sell your personal information. We may share information with trusted providers such as

payment processors, cloud hosting providers, CRM systems, email and SMS providers, analytics providers,

participating tax banking partners, or government agencies when required by law.

4. Taxpayer Information

Members are responsible for complying with all IRS privacy requirements and obtaining any required taxpayer authorizations. CORE does not prepare, review, or verify tax returns and only accesses taxpayer information when necessary for technical support or as required by law.

5. Cookies & Tracking

CORE uses cookies and similar technologies to improve website functionality, remember preferences, analyze website traffic, measure marketing performance, and enhance the user experience.

6. Data Security

CORE uses commercially reasonable administrative, technical, and physical safeguards to help protect your

information. However, no electronic transmission or storage system can be guaranteed to be completely secure.

7. Data Retention

We retain information only as long as necessary to provide services, maintain business records, resolve

disputes, enforce agreements, and comply with legal obligations.

8. Your Rights

You may request access to, correction of, or deletion of eligible personal information, update your account, opt out of marketing communications, or request a copy of the personal information we maintain, subject to

applicable law.

9. Children's Privacy

CORE services are intended for individuals 18 years of age or older. We do not knowingly collect personal

information from children.

10. Third-Party Services

Our services may contain links or integrations with third-party websites and providers. CORE is not responsible for their privacy practices or content.