CORE TERMS & CONDITIONS

Effective Date: July 19, 2026

Version: 1.0

Introduction

These Terms & Conditions ("Terms") govern your access to and use of CORE Tax Software, including all

software, memberships, training, websites, mobile applications, marketing resources, courses, communities, and related services ("Services"). By purchasing, accessing, or using any CORE product or membership, you agree to these Terms.

1. Membership & Software Access

CORE offers CORE Basic, CORE Pro, CORE Partner, and CORE Elite memberships. Membership benefits may

be updated at any time. Your membership grants a limited, revocable, non-transferable license to use CORE

software for your business.

2. Ownership

All software, branding, logos, courses, workflows, CRM tools, marketing materials, documents, presentations, and intellectual property remain the exclusive property of CORE. Copying, sharing, reselling, reverse engineering, modifying, or redistributing CORE assets is prohibited without written consent.

3. Payments & Renewals

Membership fees must be paid before activation. Promotional pricing applies only to the initial purchase. Annual renewals are billed at the current renewal rate unless complimentary renewal requirements are met. Failed payments or chargebacks may result in suspension or termination.

4. Refund Policy

Members may cancel within three (3) business days for a full refund. After that period, software licenses,

memberships, courses, training, and digital products are non-refundable unless required by law.

5. Member Responsibilities

Members are responsible for all tax returns they prepare, IRS, PTIN, EFIN, and legal compliance, protecting

account credentials, and safeguarding client information. CORE does not prepare, review, or verify tax returns.

6. Bank Products

Bank product approvals, funding, advances, and IRS acceptance are determined solely by participating banks and government agencies. CORE makes no guarantees regarding approvals or funding.

7. Training & Business Resources

Training, coaching, marketing, templates, and business resources are educational only. CORE does not

guarantee revenue, clients, commissions, business growth, or income.

8. Reseller & Partner Programs

Commission structures, bonuses, and incentive programs may be modified or discontinued. CORE may withhold commissions related to fraud, chargebacks, abuse, or policy violations.

9. Acceptable Use

Members may not share accounts, misuse the software, upload malicious code, violate laws, or infringe CORE intellectual property. Violations may result in immediate termination without refund.

10. Privacy

CORE processes information in accordance with its Privacy Policy. Members are responsible for obtaining all

required client authorizations before using CORE services.

11. Service Availability

CORE services are provided on an 'AS IS' and 'AS AVAILABLE' basis. Maintenance, outages, updates, or

third-party interruptions may occur.

12. Disclaimer & Limitation of Liability

CORE disclaims all warranties and shall not be liable for lost profits, IRS penalties, business interruption, tax

preparation errors, data loss, or indirect damages. CORE's maximum liability shall not exceed the amount paid by the Member during the previous twelve months.

13. Indemnification

Members agree to defend and hold CORE harmless from claims arising from tax preparation, IRS violations,

client disputes, misuse of the software, or violations of these Terms.

14. Termination

CORE may suspend or terminate memberships for fraud, non-payment, misuse, illegal conduct, or actions

harmful to CORE or its members.

15. Governing Law

These Terms are governed by Florida law. Disputes shall be resolved through binding arbitration in Duval

County, Florida. Members waive participation in class actions.

16. Changes to Terms

CORE may update these Terms at any time. Continued use of the Services constitutes acceptance of any

revisions.

Contact Information

CORE Tax Software

PO Box 3014

Jacksonville, FL 32206

[email protected]

www.mycoretaxsoftware.com