Privacy and Policy

Welcome to IntelliFile Partnered Networks (“IPN”), a technology, education, software, and professional network division operating under The Legacy Counsel Group, LLC (“Company,” “we,” “our,” or “us”).

By accessing or using the Platform, you consent to the practices described in this Privacy Policy.

SOFTWARE TERMS & LICENSING AGREEMENT

This Software Terms & Licensing Agreement (“Agreement”) is a legally binding contract between The Legacy Counsel Group, LLC (dba IntelliFile Partnered Networks or “IPN”) and the individual or business entity accessing the software (“User,” “Partner,” or “You”).

1.1 License Grant & Scope

IPN grants you a non-exclusive, non-transferable, limited, and revocable license to access and use the IntelliFile software platforms, tax portals, and CRM tools (the “Software”) specifically for your professional business operations.

  • Nature of License: This is a license to access, not a transfer of ownership. All source code, design elements, and underlying logic remain the sole property of IPN.

  • Authorized Use: You may use the software to process client data, manage tax filings, and facilitate business growth. Any use beyond professional tax and financial services is strictly prohibited.

1.2 Service Bureau & White-label Provisions

If your tier includes Service Bureau or White-Label capabilities, the following applies:

  • Downstream responsibility: You are responsible for all actions taken by your sub-users, contractors, or junior preparers.

  • Branding: While you may apply your branding to the interface, you may not claim ownership of the underlying software architecture.

  • Support tiering: You agree to act as the primary point of contact for your sub-users; IPN provides technical support to you, not necessarily to your end-users.

1.3 User Obligations & Compliance

  • Credential security: You are responsible for maintaining the confidentiality of login credentials. Multi-factor authentication (MFA) must be enabled where available.

  • EFIN/PTIN validity: You represent that you (and your staff) hold valid IRS credentials (EFIN/PTIN) required to perform tax services. IPN reserves the right to suspend access if credentials are found to be invalid or revoked.

  • Data accuracy: IPN provides the tools, but you provide the data. You are solely responsible for the accuracy of tax returns, financial reports, and client communications generated through the Platform.

1.4 Restrictions

You shall not:

  • Decompile, reverse engineer, or attempt to extract the source code of the Software.

  • Use the Software to build a competing product or service.

  • Circumvent any security measures or usage limits set by IPN.

  • Share a single user license across multiple individuals (unless a multi-user license is purchased).

1.5 Fees, Billing, & Access

  • Subscription models: Access is granted based on your specific subscription or "per-return" fee structure.

  • Suspension for non-payment: IPN reserves the right to freeze access to the Software and any stored data if fees are more than [Insert Number] days past due.

  • Refunds: Refer to the IPN Refund & Subscription Policy for details on cancellations and credits.

1.6 Intellectual Property (IP)

All trademarks, logos, "IntelliFile" branding, and proprietary training methodologies are owned by The Legacy Counsel Group, LLC. Your use of the Software does not grant you any rights to IPN’s trademarks unless explicitly provided for in a White-Label branding kit.

1.7 Limitation of Liability & Disclaimers

  • "As-Is" basis: The Software is provided "as is" without warranty of any kind. We do not guarantee that the software will be 100% error-free or uninterrupted.

  • Professional judgment: The Software is a tool meant to assist professionals. It does not replace professional judgment. IPN is not responsible for IRS penalties, interest, or legal fees resulting from errors in tax preparation.

  • Liability cap: To the maximum extent permitted by law, IPN’s total liability shall not exceed the total fees paid by you to IPN during the 6 months prior to the claim.

1.8 Data Retention & Termination

  • Termination by IPN: We may terminate this license immediately for material breach of terms, including unethical business practices or violation of IRS regulations.

  • Post-termination access: Upon termination or expiration of a subscription, your access to the Software will cease. It is your responsibility to export all client records and tax data prior to the end of your term.

1.9 Indemnification

You agree to indemnify and hold harmless The Legacy Counsel Group, LLC and its affiliates from any claims, damages, or legal fees arising from your use of the Software, your professional negligence, or any breach of this Agreement.

INFORMATION WE COLLECT

IntelliFile Partnered Networks (“IPN”) may collect information directly from users, partner offices, trainees, affiliates, students, or visitors interacting with the Platform. This collection is necessary to provide our professional services and maintain the security of our network.

2.1 Personal Information

We may collect information that identifies you as an individual, including:

  • Full legal name and aliases.

  • Mailing and residential addresses.

  • Professional phone numbers and email addresses.

  • Date of birth for identity verification.

  • Government-issued identification (e.g., Driver’s License or Passport) for compliance.

  • Profile photos for account identification.

  • Account credentials and secure login information.

  • Professional training certifications and academic badges.

  • Business and professional affiliations.

2.2 Business Information

To support our partners and service bureau users, we collect:

  • Business legal name and "Doing Business As" (DBA) designations.

  • Employer Identification Number (EIN) and other tax identifiers.

  • Professional licensing and EFIN (Electronic Filing Identification Number) information.

  • Preparer credentials and PTIN records.

  • Business banking details for settlement and fee processing.

  • Payroll and staffing information for office management.

  • Onboarding documentation and compliance verification records.

2.3 Financial & Tax-related Information

Depending on the specific services utilized, IPN systems may process:

  • Tax preparation data and client intake forms.

  • Tax return summaries and transmission logs.

  • Uploaded financial documentation (e.g., W-2s, 1099s).

  • Bookkeeping records and general ledgers.

  • Bank statements and IRS correspondence.

  • Software usage history and filing statistics.

  • Note: Certain services involve secure integrations with third-party tax preparation systems where data is processed according to strict industry standards.

2.4 Technical & Usage Information

Our systems automatically collect data regarding your interaction with the Platform, such as:

  • IP address and browser type.

  • Operating system and device identifiers.

  • Login timestamps and session duration.

  • Geographic region estimates based on connection data.

  • Referral URLs and exit pages.

  • Software activity logs and platform performance analytics.

HOW WE USE INFORMATION

IntelliFile Partnered Networks (“IPN”) uses the information we collect to operate our platforms, fulfill our contractual obligations to you, and ensure a secure environment for tax and financial data.

3.1 Service Delivery And Platform Maintenance

We use your information to:

  • Provide and manage secure access to our software and tax portals.

  • Maintain, personalize, and technical support your user accounts.

  • Process onboarding applications for new partners and offices.

  • Improve system functionality and troubleshoot technical issues.

  • Monitor the security and integrity of the Platform to prevent unauthorized access.

3.2 Educational And Training Operations

To facilitate the IPN Tax Academy and certifications, we use data to:

  • Manage enrollment and track progress through educational modules.

  • Issue professional certifications, badges, and training records.

  • Facilitate live webinars, training sessions, and Q&A environments.

  • Improve curriculum based on aggregate student engagement metrics.

3.3 Business And Financial Management

For the operational side of our partnership, we use data to:

  • Process payments, subscriptions, and service bureau fees.

  • Manage CRM automation and professional workflow systems.

  • Verify EFIN and professional credentials for compliance with IRS standards.

  • Facilitate service bureau reporting and revenue distribution.

3.4 Communication And Support

We use contact information to:

  • Send critical system alerts, security updates, and billing reminders.

  • Provide responsive customer and technical support.

  • Deliver training announcements and professional networking updates.

  • Provide marketing communications regarding new tools or services (subject to your opt-out rights).

3.5 Legal Compliance And Fraud Prevention

Information may also be used to:

  • Verify identity and prevent fraudulent account creation.

  • Conduct internal audits and compliance verification.

  • Fulfill legal and regulatory obligations required by federal or state law.

  • Protect the rights, property, and safety of IPN, our partners, and their clients.

SOFTWARE, EDUCATION, & PLATFORM DISCLAIMERS

IntelliFile Partnered Networks (“IPN”) provides a suite of professional tools and resources designed to support business operations. By using these services, you acknowledge the following limitations and responsibilities.

4.1 No Professional Or Legal Advice

The information, templates, calculators, and educational materials provided through the Platform are for informational and business-support purposes only. These materials do not constitute:

  • Legal, accounting, or tax advice.

  • Guaranteed financial or tax outcomes for your clients.

  • Securities or investment recommendations.

  • Specific lender or credit guarantees.

4.2 User Responsibility And Compliance

As the professional user or business owner, you retain full and final responsibility for:

  • Regulatory Compliance: Ensuring your business adheres to all federal and state laws, including IRS Circular 230.

  • Professional Licensing: Maintaining all required professional licenses, EFINs, and PTINs.

  • Verification of Filings: Reviewing and verifying the accuracy of every tax return or financial document processed through our Software.

  • Staff Supervision: Supervising any employees or contractors who access the Platform under your account.

4.3 No Guarantee Of Earnings

While IPN provides training and growth tools, we do not make any guarantees regarding:

  • Future income or business profitability.

  • The volume of clients you will acquire through our marketing frameworks.

  • Specific business success resulting from our educational programs.

4.4 Third-Party Information Accuracy

Certain resources provided by IPN may include data or guidance derived from third-party sources (such as the IRS or state agencies). While we strive for accuracy, IPN is not liable for errors or omissions in third-party documentation or sudden changes in tax legislation.

COMMUNICATION CONSENT

By providing your information and utilizing the IntelliFile Partnered Networks (“IPN”) Platform, you agree to receive various forms of communication necessary for account management, professional development, and service updates.

5.1 Authorized Communication Channels

You consent to receive communications from IPN and its parent company, The Legacy Counsel Group, LLC, through the following methods:

  • Email correspondence for account alerts and newsletters.

  • SMS text messaging for urgent notifications and multi-factor authentication.

  • Automated CRM workflows and drip campaigns.

  • In-platform messaging and portal notifications.

  • Push notifications through mobile or desktop applications.

  • Telephone calls for support or account verification.

5.2 Types Of Correspondence

Communications may include, but are not limited to:

  • Operational Updates: Onboarding status, software maintenance alerts, and security notices.

  • Financial Notices: Billing reminders, subscription updates, and payment confirmations.

  • Educational Content: Training announcements, IPN Tax Academy updates, and webinar invitations.

  • Compliance Alerts: Certification expiration notices and regulatory change updates.

  • Marketing Information: Promotional offers regarding new software features or business growth tools.

5.3 SMS And Automation Specifics

If you provide a mobile phone number, you explicitly consent to receive automated text messages. You acknowledge that:

  • Standard message and data rates may apply based on your carrier.

  • Frequency of messages may vary based on your interaction with the Platform.

  • Consent to receive marketing SMS is not a requirement for purchasing any software or services.

5.4 Opt-Out And Subscription Management

We respect your preferences regarding non-essential communications:

  • Promotional Emails: You may opt out using the "Unsubscribe" link found at the bottom of our marketing emails.

  • SMS Messaging: You may opt out at any time by replying "STOP" to any text message received.

  • Service-Related Notices: Please note that you may not opt out of critical service-related communications (e.g., security alerts or billing issues) while your account remains active.

THIRD-PARTY SOFTWARE & INTEGRATIONS

IntelliFile Partnered Networks (“IPN”) utilizes various third-party service providers to power specific features of the Platform. Your use of these integrated services is subject to both this Policy and the terms of those respective providers.

6.1 Integrated Software Ecosystem

To provide a seamless professional experience, we integrate with:

  • Tax Software Providers: Professional-grade tax preparation engines and e-filing gateways.

  • CRM And Automation Systems: Platforms used for lead management, marketing automation, and partner communications.

  • Payment Processors: Secure gateways used to handle subscription billing and service bureau fees.

  • Cloud Storage And Hosting: Encrypted server environments for data backup and platform stability.

  • Educational Hosting Platforms: Digital environments for the IPN Tax Academy and certification testing.

6.2 Data Sharing With Partners

We only share information with third parties to the extent necessary to:

  • Complete a transaction (e.g., processing a credit card payment).

  • Facilitate software access (e.g., provisioning your tax software license).

  • Ensure compliance (e.g., verifying an EFIN with secondary verification services).

  • Provide support (e.g., using a third-party helpdesk or chat tool).

6.3 External Links And Services

The Platform may contain links to external websites or services not operated by IPN. We are not responsible for the privacy practices, content, or security of any third-party site. We encourage you to review the privacy policies of any third-party service you visit.

6.4 Disclaimer Of Third-Party Failures

While IPN selects commercially reputable vendors with high security standards, we do not control their internal operations. IPN is not liable for:

  • Service interruptions or outages caused by third-party providers.

  • Data breaches occurring within an external vendor's environment.

  • Errors in data processing performed by integrated third-party software.

DATA SECURITY

IntelliFile Partnered Networks (“IPN”) implements commercially reasonable administrative, technical, and physical safeguards designed to protect the information within our control from unauthorized access or disclosure.

7.1 Encryption And Transmission

We utilize industry-standard security protocols to protect data during both transit and storage. This includes:

  • Data In Transit: Use of Secure Socket Layer (SSL) or Transport Layer Security (TLS) encryption for data moving between your device and our servers.

  • Data At Rest: Encryption of sensitive business and financial records stored within our cloud infrastructure.

7.2 Access Control And Authentication

To ensure that only authorized individuals can access sensitive information, we employ:

  • Multi-Factor Authentication (MFA): Strongly encouraged (and in some cases required) for all partner and user accounts.

  • Role-Based Access: Restricting internal IPN staff access to user data based on the necessity of their job function.

  • Password Requirements: Mandatory complexity standards for all user-created credentials.

7.3 System Monitoring And Audits

Our security posture is maintained through:

  • Continuous monitoring of platform activity logs to detect suspicious behavior.

  • Periodic internal reviews of security protocols and vendor compliance.

  • Regular updates and patching of software environments to address emerging vulnerabilities.

7.4 Limitation Of Liability For Internet Risks

While we strive to use every commercially acceptable means to protect your information, no method of transmission over the internet or electronic storage is 100% secure. By using the Platform, you acknowledge that:

  • IPN cannot guarantee absolute security.

  • You are responsible for maintaining the security of your own local hardware and network.

  • Unauthorized entry or use, hardware or software failure, and other factors may compromise the security of user information at any time.

RECORD RETENTION

IntelliFile Partnered Networks (“IPN”) maintains records for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

8.1 Operational Retention Periods

We retain your personal and business information while your account is active to:

  • Maintain software continuity and user preferences.

  • Provide access to prior-year tax data and transmission history.

  • Facilitate ongoing training and certification tracking within the IPN Tax Academy.

  • Manage active subscriptions and service bureau agreements.

8.2 Regulatory And Compliance Requirements

As a provider of financial and tax-related software tools, we may retain certain data for extended periods to comply with:

  • Internal Revenue Service (IRS) record-keeping standards.

  • Federal and state financial regulations.

  • Audit requests from regulatory or licensing authorities.

  • Legal dispute resolution and debt collection efforts.

8.3 Data Handling Upon Termination

When a partnership or user account is closed:

  • We may retain a "read-only" version of your data for a limited period to allow for professional transition or final data exports.

  • Certain aggregate or de-identified data may be kept for analytical and system improvement purposes.

  • Historical certification records and badges may be maintained permanently to verify your professional achievements within the IPN network.

8.4 User Responsibility For Data Backup

While IPN maintains backups for system stability, we are not a primary long-term storage service. You are solely responsible for:

  • Downloading and securing your own digital copies of all client tax returns and business records.

  • Maintaining your own physical or digital records in accordance with your specific professional licensing requirements.

COOKIES & TRACKING TECHNOLOGIES

IntelliFile Partnered Networks (“IPN”) and our third-party service providers use various tracking technologies to enhance your experience, analyze platform performance, and support our marketing efforts.

9.1 Purpose Of Tracking Technologies

We utilize cookies, web beacons, and pixels to:

  • Essential Functionality: Enable secure logins and maintain your session as you move through the software.

  • Performance Analytics: Understand how visitors interact with our onboarding funnels and educational pages.

  • User Preferences: Remember your settings and customized dashboard layouts.

  • Marketing Optimization: Track the effectiveness of our advertising campaigns and CRM automation workflows.

9.2 Types Of Technologies Used

The Platform may deploy the following:

  • First-Party Cookies: Set directly by IPN to ensure our software functions correctly.

  • Third-Party Cookies: Set by partners (such as analytics or advertising providers) to provide specialized services.

  • Tracking Pixels: Small graphic files used to monitor user engagement and conversion rates within our marketing emails and landing pages.

  • Local Storage: Technologies that allow us to store data locally on your browser for faster loading times.

9.3 Control And Opt-Out Options

You have the ability to manage how your data is tracked:

  • Browser Settings: You can modify your browser preferences to reject cookies or alert you when they are being sent. Note that disabling cookies may cause some parts of the IntelliFile software to malfunction.

  • Analytics Opt-Out: Many of our analytics providers offer specific tools to opt out of data collection across all websites.

  • Do Not Track: While we strive to respect user privacy, our systems may not currently respond to "Do Not Track" signals due to lack of a global technical standard.

9.4 Impact On User Experience

Limiting the use of these technologies may result in a degraded experience. For example, you may be required to log in more frequently, or certain automated workflows within the partner portal may not trigger correctly.

CHILDREN’S PRIVACY

IntelliFile Partnered Networks (“IPN”) provides professional software, business solutions, and adult educational programs. Our Platform is not designed for or targeted toward individuals under the age of 13.

10.1 Age Restrictions For Independent Use

The Platform is intended strictly for professional use by individuals who have reached the age of majority in their jurisdiction. We do not knowingly collect, solicit, or maintain personal information from children under the age of 13.

10.2 Educational Programs For Minors

In specific instances where IPN educational materials are used in a supervised academic setting involving minors, such access must be:

  • Authorized by a parent, legal guardian, or authorized educational institution.

  • Supervised by a qualified adult or professional mentor.

  • Managed in compliance with the Children's Online Privacy Protection Act (COPPA) or applicable local regulations.

10.3 Procedures For Data Removal

If we become aware that we have inadvertently collected personal information from a child under the age of 13 without verifiable parental consent, we will take immediate steps to:

  • Restitct access to the associated account.

  • Delete the information from our active servers and databases.

10.4 Reporting Unauthorized Use

If you are a parent or guardian and believe your child has provided personal information to IPN without your consent, please contact us immediately at [email protected] so that we may take the necessary corrective actions.

DISCLOSURE REQUIRED BY LAW

IntelliFile Partnered Networks (“IPN”) respects the privacy of our users and their clients; however, we may disclose personal or business information if we have a good-faith belief that such action is necessary to comply with legal obligations.

11.1 Legal And Regulatory Mandates

We may disclose information to federal, state, or local authorities when required by:

  • Lawful subpoenas or court orders.

  • Internal Revenue Service (IRS) or state taxing authority inquiries.

  • Governmental audits or regulatory investigations.

  • Formal requests from law enforcement agencies.

11.2 Protection Of Rights And Safety

Information may be disclosed if we believe it is necessary to:

  • Enforce our Software Terms & Licensing Agreement or other contractual terms.

  • Detect, prevent, or address fraud, security breaches, or technical issues.

  • Protect the rights, property, or safety of The Legacy Counsel Group, LLC, our employees, or our users.

  • Respond to an emergency involving the risk of death or serious physical injury.

11.3 Licensing And Compliance Verification

As a technology provider for tax professionals, we may share information with relevant licensing boards or regulatory bodies to verify the standing and eligibility of a partner or office within our network.

11.4 Notification Of Legal Requests

Unless prohibited by law, a court order, or the specific terms of a government request, we will make a commercially reasonable effort to notify you if we receive a legal demand for your account information, allowing you the opportunity to seek legal protection.

POLICY CHANGES

IntelliFile Partnered Networks (“IPN”) reserves the right to modify or update this Privacy Policy at any time to reflect changes in our software services, legal requirements, or business operations.

12.1 Notification Of Updates

Any updated versions of this Privacy Policy become effective immediately upon being posted to this Website. The "Last Updated" date at the bottom of this page serves as the official notice of the most recent version.

12.2 Review Responsibilities

We encourage you to periodically review this Privacy Policy to stay informed about how we are protecting the information we collect. Your continued use of the Platform after any modifications constitutes your acknowledgment and acceptance of the updated terms.

12.3 Substantial Changes In Practice

If we make a material change in the way we use or share personal information that is significantly different from what was stated at the time of collection, we will seek your consent or provide a clear opportunity to opt out of those specific new practices where required by law.

12.4 Continued Acceptance Your continued use of our Website, secure portals, or intake systems following the posting of an updated Policy constitutes your formal acknowledgment and acceptance of the revised practices. We encourage you to review this Policy periodically to stay informed about how we are protecting your information.

ACCEPTANCE OF THESE TERMS

By utilizing this Website, submitting data through our Cognito Forms, or engaging in electronic communication with IntelliFile Partnered Networks, you signify your informed acceptance of this Privacy Policy and our Terms of Use. If you do not agree to these policies, please discontinue use of our digital platforms immediately.

CONTACT INFORMATION

If you have questions about your rights or wish to update your information, please contact our compliance team:

Last Updated: May 2026

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