Terms of Service

1. Who We Are

EarnTaxCE ("EarnTaxCE," "we," "us," or "our") is an IRS-Approved Continuing Education ("CE") Provider offering tax continuing education courses, including Annual Filing Season Program (AFSP) and Annual Federal Tax Refresher (AFTR) courses, as well as branded ("white-label") CE platforms for tax firms and other organizations.

2. Eligibility & Accounts

You must be at least 18 years old to use the Services. You agree to provide accurate, current, and complete information and to keep it updated. You are responsible for maintaining the confidentiality of your login credentials and for all activity under your account. Notify us promptly of any unauthorized use.

3. Purchases, Pricing & Payment

Prices for courses, platforms, and add-ons are listed at the point of purchase and may change at any time. Payments are processed by third-party payment processors; by purchasing, you authorize the applicable charge. You are responsible for any taxes associated with your purchase. Specific products may have their own additional terms presented at checkout, which apply in addition to these Terms.

4. Refunds

Because our courses and platforms are digital and access is granted promptly, fees are generally non-refundable once course access has been provided or a custom build has been completed and issued, except as required by law or as expressly stated in the terms for a specific product. Branded/white-label platform purchases are governed by the separate Branded Build Terms & Conditions presented at the time of that purchase.

5. Continuing Education & IRS Notices

• The Annual Filing Season Program is voluntary. Completion of CE does not constitute an endorsement by the IRS.
• If an Enrolled Agent (EA) elects to take the AFTR Course, it does not count toward EA continuing education requirements.
• The AFTR Course and comprehension test must be completed by December 31 (midnight, student's local time) to receive CE credit for that program year. There are no exceptions.
• To receive an AFSP Record of Completion, participants must meet all IRS requirements, including holding a valid PTIN and consenting to the Circular 230 duties and restrictions.
• You are responsible for ensuring the accuracy of the PTIN and identifying information you provide so that CE hours can be reported correctly. We are not responsible for a participant's failure to complete a course or to meet any IRS requirement outside our control.

6. Test Integrity & Acceptable Use

Our comprehension tests are administered under IRS integrity standards. You agree not to copy, capture, share, or redistribute test questions or course content, and not to engage in any conduct that undermines the integrity of a course or exam. You further agree not to: share login credentials; access the Services through automated means (scraping, bots); attempt to disrupt or gain unauthorized access to our systems; or use the Services for any unlawful purpose.

7. Intellectual Property

All content provided through the Services — including courses, materials, text, graphics, and software — is owned by EarnTaxCE or its licensors and is protected by intellectual property laws. You receive a limited, non-exclusive, non-transferable license to access and use the content for your own continuing education or, where purchased, to provide CE to your own preparers. You may not resell, sublicense, copy, or redistribute the content except as expressly permitted in writing.

8. White-Label / Platform Owner Services

If you purchase a branded or white-label CE platform, additional terms (the Branded Build Terms & Conditions) apply to that purchase and control in the event of any conflict with these Terms regarding that product. Platform owners are responsible for their own use of the platform and their communications with their preparers.

9. Disclaimers

The Services are provided "as is" and "as available" without warranties of any kind, express or implied, to the maximum extent permitted by law. Our courses provide continuing education and do not constitute legal, tax, or professional advice for any specific situation. We do not warrant that the Services will be uninterrupted or error-free.

10. Limitation of Liability

To the maximum extent permitted by law, EarnTaxCE will not be liable for any indirect, incidental, consequential, or punitive damages, or for lost profits, arising from your use of the Services. Our total liability for any claim arising out of or relating to the Services will not exceed the amount you paid to us for the product giving rise to the claim.

11. Indemnification

You agree to indemnify and hold harmless EarnTaxCE and its officers, employees, and agents from any claims, damages, or expenses (including reasonable attorneys' fees) arising out of your use of the Services, your violation of these Terms, or your violation of any law or the rights of a third party.

12. Third-Party Links & Services

The Services may link to or rely on third-party websites and services (such as payment processors and hosting providers). We are not responsible for the content, policies, or practices of third parties.

13. Changes to These Terms

We may update these Terms from time to time. Changes are effective when posted. Your continued use of the Services after changes are posted constitutes acceptance of the revised Terms.

14. Governing Law

These Terms are governed by the laws of the State of Ohio, without regard to its conflict-of-laws rules.

15. Contact Us

Questions about these Terms? Contact us at: