Common use of MARKETING GUIDELINES Clause in Contracts

MARKETING GUIDELINES. USER must adhere to the following guidelines in their efforts to enroll prospective Members into a COMPANY Program. a. USER agrees to present the COMPANY Programs to prospective Members clearly and truthfully and to fully and accurately disclose the benefits, limitations and exclusions of the Program. USER agrees not to engage in the use of high Pressure; misleading or deceptive sales practices. b. Only approved COMPANY Programs may be offered to prospective Members. USER may not modify the Program benefits of an approved COMPANY Program for any Members. c. USER shall use no advertising material, prospectus, proposal, or representation in relation to a Program of COMPANY unless furnished by COMPANY or with the prior written consent of COMPANY. USER shall not issue or circulate any statement or memorandum of any sort misrepresenting the terms, benefits, or advantages of any Program, or any misleading statement as to the financial security of COMPANY. USER agrees that it shall not use any trade name, trademark, service ▇▇▇▇, logo or other identifying ▇▇▇▇ of COMPANY or their product Providers or their affiliates without the prior written consent of COMPANY. d. User shall obtain adequate information from each applicant for membership in Company Program to complete an application on a form provided by COMPANY, which may be included in your tax software, and shall insure that all information is accurately inserted where required. e. The USER retains full responsibility for USER’S efforts to enroll Members in the COMPANY Programs. COMPANY and its designated administrator are not responsible for USER’S enrollment activities. f. USER will enroll Members using only COMPANY approved enrollment processes. COMPANY reserves the right to reject any Member enrollments received through a process that has not been approved by COMPANY.

MARKETING GUIDELINES. USER must adhere to the following guidelines in their efforts to enroll prospective Members into a COMPANY Program. a. ▇▇▇▇ agrees to enroll all taxpayers, for whom USER prepares and submits to the IRS individual tax returns on forms 1040, 1040SR, and 1040NR, or a state taxing authority individual tax return or business federal returns on forms 1065, 1120 and 1120S between January 1st through the October filing deadline for individual returns and the September filing deadline for business federal returns extensions of the current tax season, into COMPANY Programs. USER agrees to present the COMPANY Programs to prospective Members their taxpayer customers clearly and truthfully and to fully and accurately disclose the benefits, limitations and exclusions of the Program. USER agrees not to engage in the use of high Pressure; misleading or deceptive sales practices. b. USER agrees that it will not charge MEMBER a separate fee for COMPANY Programs and that COMPANY Programs shall be provided to USER’S taxpayer customers as part of USER’S tax services. c. Only approved COMPANY Programs may be offered provided to prospective MembersUSER’S taxpayer customers. USER may not modify the Program benefits of an approved COMPANY Program for any MembersMember. c. d. USER shall use no advertising material, prospectus, proposal, or representation in relation to a Program of COMPANY unless furnished by COMPANY or with the prior written consent of COMPANY. USER shall not issue or circulate any statement or memorandum of any sort misrepresenting the terms, benefits, or advantages of any Program, or any misleading statement as to the financial security of COMPANY. USER agrees that it shall not use any trade name, trademark, service ▇▇▇▇mark, logo or other identifying ▇▇▇▇ mark of COMPANY or their product Providers or their affiliates without the prior written consent of COMPANY. d. e. User shall obtain adequate information from each applicant for membership in Company Program to complete an application Member on a form provided by COMPANY, which may be included in your tax software, and shall insure that all information is accurately inserted where required. e. f. The USER retains full responsibility for USER’S efforts to enroll Members in the COMPANY Programs. COMPANY and its designated administrator are not responsible for USER’S enrollment activities. f. g. USER will enroll Members using only COMPANY approved enrollment processes. COMPANY reserves the right to reject any Member enrollments received through a process that has not been approved by COMPANY.

MARKETING GUIDELINES. USER must adhere to the following guidelines in their efforts to enroll prospective Members into a COMPANY Program. a. USER agrees to enroll all taxpayers, for whom USER prepares and submits to the IRS or state taxing authority a tax return between January 1st through the October filing deadline for extensions of the current tax season, into COMPANY Programs. USER agrees to present the COMPANY Programs to prospective Members their taxpayer customers clearly and truthfully and to fully and accurately disclose the benefits, limitations and exclusions of the Program. USER agrees not to engage in the use of high Pressure; misleading or deceptive sales practices. b. USER agrees that it will not charge MEMBER a separate fee for COMPANY Programs and that COMPANY Programs shall be provided to USER’S taxpayer customers as part of USER’S tax services. c. Only approved COMPANY Programs may be offered provided to prospective MembersUSER’S taxpayer customers. USER may not modify the Program benefits of an approved COMPANY Program for any MembersMember. c. d. USER shall use no advertising material, prospectus, proposal, or representation in relation to a Program of COMPANY unless furnished by COMPANY or with the prior written consent of COMPANY. USER shall not issue or circulate any statement or memorandum of any sort misrepresenting the terms, benefits, or advantages of any Program, or any misleading statement as to the financial security of COMPANY. USER agrees that it shall not use any trade name, trademark, service ▇▇▇▇, logo or other identifying ▇▇▇▇ of COMPANY or their product Providers or their affiliates without the prior written consent of COMPANY. d. e. User shall obtain adequate information from each applicant for membership in Company Program to complete an application Member on a form provided by COMPANY, which may be included in your tax software, and shall insure that all information is accurately inserted where required. e. f. The USER retains full responsibility for USER’S efforts to enroll Members in the COMPANY Programs. COMPANY and its designated administrator are not responsible for USER’S enrollment activities. f. g. USER will enroll Members using only COMPANY approved enrollment processes. COMPANY reserves the right to reject any Member enrollments received through a process that has not been approved by COMPANY.

MARKETING GUIDELINES. USER must adhere to the following guidelines in their efforts to enroll prospective Members into a COMPANY Program. a. USER agrees to enroll all taxpayers, for whom USER prepares and submits to the IRS or state taxing authority an individual tax return between January 1st through the October filing deadline for extensions of the current tax season, into COMPANY Programs. USER agrees to present the COMPANY Programs to prospective Members their taxpayer customers clearly and truthfully and to fully and accurately disclose the benefits, limitations and exclusions of the Program. USER agrees not to engage in the use of high Pressure; misleading or deceptive sales practices. b. USER agrees that it will not charge MEMBER a separate fee for COMPANY Programs and that COMPANY Programs shall be provided to USER’S taxpayer customers as part of USER’S tax services. c. Only approved COMPANY Programs may be offered provided to prospective MembersUSER’S taxpayer customers. USER may not modify the Program benefits of an approved COMPANY Program for any MembersMember. c. d. USER shall use no advertising material, prospectus, proposal, or representation in relation to a Program of COMPANY unless furnished by COMPANY or with the prior written consent of COMPANY. USER shall not issue or circulate any statement or memorandum of any sort misrepresenting the terms, benefits, or advantages of any Program, or any misleading statement as to the financial security of COMPANY. USER agrees that it shall not use any trade name, trademark, service ▇▇▇▇mark, logo or other identifying ▇▇▇▇ mark of COMPANY or their product Providers or their affiliates without the prior written consent of COMPANY. d. e. User shall obtain adequate information from each applicant for membership in Company Program to complete an application Member on a form provided by COMPANY, which may be included in your tax software, and shall insure that all information is accurately inserted where required. e. f. The USER retains full responsibility for USER’S efforts to enroll Members in the COMPANY Programs. COMPANY and its designated administrator are not responsible for USER’S enrollment activities. f. g. USER will enroll Members using only COMPANY approved enrollment processes. COMPANY reserves the right to reject any Member enrollments received through a process that has not been approved by COMPANY.

MARKETING GUIDELINES. USER must adhere to the following guidelines in their efforts to enroll prospective Members into a COMPANY Program. a. USER agrees to enroll all taxpayers, for whom USER prepares and submits to the IRS or state taxing authority a tax return between January 1st through the October filing deadline for extensions of the current tax season, into COMPANY Programs. USER agrees to present the COMPANY Programs to prospective Members their taxpayer customers clearly and truthfully and to fully and accurately disclose the benefits, limitations and exclusions of the Program. USER agrees not to engage in the use of high Pressure; misleading or deceptive sales practices. b. USER agrees that it will not charge MEMBER a separate fee for COMPANY Programs and that COMPANY Programs shall be provided to USER’S taxpayer customers as part of USER’S tax services. c. Only approved COMPANY Programs may be offered provided to prospective MembersUSER’S taxpayer customers. USER may not modify the Program benefits of an approved COMPANY Program for any MembersMember. c. d. USER shall use no advertising material, prospectus, proposal, or representation in relation to a Program of COMPANY unless furnished by COMPANY or with the prior written consent of COMPANY. USER shall not issue or circulate any statement or memorandum of any sort misrepresenting the terms, benefits, or advantages of any Program, or any misleading statement as to the financial security of COMPANY. USER agrees that it shall not use any trade name, trademark, service ▇▇▇▇mark, logo or other identifying ▇▇▇▇ mark of COMPANY or their product Providers or their affiliates without the prior written consent of COMPANY. d. e. User shall obtain adequate information from each applicant for membership in Company Program to complete an application Member on a form provided by COMPANY, which may be included in your tax software, and shall insure that all information is accurately inserted where required. e. f. The USER retains full responsibility for USER’S efforts to enroll Members in the COMPANY Programs. COMPANY and its designated administrator are not responsible for USER’S enrollment activities. f. g. USER will enroll Members using only COMPANY approved enrollment processes. COMPANY reserves the right to reject any Member enrollments received through a process that has not been approved by COMPANY.

MARKETING GUIDELINES. USER must adhere to the following guidelines in their efforts to enroll prospective Members into a COMPANY Program. a. USER agrees to enroll all taxpayers, for whom USER prepares and submits to the IRS or state taxing authority a tax return between January 1st and the October extension deadline of the current tax season, into COMPANY Programs. USER agrees to present the COMPANY Programs to prospective Members their taxpayer customers clearly and truthfully and to fully and accurately disclose the benefits, limitations and exclusions of the Program. USER agrees not to engage in the use of high Pressure; misleading or deceptive sales practices. b. USER agrees that it will not charge MEMBER a separate fee for COMPANY Programs and that COMPANY Programs shall be provided to USER’S taxpayer customers as part of USER’S tax services. c. Only approved COMPANY Programs may be offered provided to prospective MembersUSER’S taxpayer customers. USER may not modify the Program benefits of an approved COMPANY Program for any MembersMember. c. d. USER shall use no advertising material, prospectus, proposal, or representation in relation to a Program of COMPANY unless furnished by COMPANY or with the prior written consent of COMPANY. USER shall not issue or circulate any statement or memorandum of any sort misrepresenting the terms, benefits, or advantages of any Program, or any misleading statement as to the financial security of COMPANY. USER agrees that it shall not use any trade name, trademark, service ▇▇▇▇, logo or other identifying ▇▇▇▇ of COMPANY or their product Providers or their affiliates without the prior written consent of COMPANY. d. e. User shall obtain adequate information from each applicant for membership in Company Program to complete an application Member on a form provided by COMPANY, which may be included in your tax software, and shall insure that all information is accurately inserted where required. e. f. The USER retains full responsibility for USER’S efforts to enroll Members in the COMPANY Programs. COMPANY and its designated administrator are not responsible for USER’S enrollment activities. f. g. USER will enroll Members using only COMPANY approved enrollment processes. COMPANY reserves the right to reject any Member enrollments received through a process that has not been approved by COMPANY.

MARKETING GUIDELINES. USER must adhere to the following guidelines in their efforts to enroll prospective Members into a COMPANY Program. a. USER agrees to present the COMPANY Programs to prospective Members clearly and truthfully and to fully and accurately disclose the benefits, limitations and exclusions of the Program. USER agrees not to engage in the use of high Pressure; misleading or deceptive sales practices. b. Only approved COMPANY Programs may be offered to prospective Members. USER may not modify the Program benefits of an approved COMPANY Program for any Members. c. USER shall use no advertising material, prospectus, proposal, or representation in relation to a Program of COMPANY unless furnished by COMPANY or with the prior written consent of COMPANY. USER shall not issue or circulate any statement or memorandum of any sort misrepresenting the terms, benefits, or advantages of any Program, or any misleading statement as to the financial security of COMPANY. USER agrees that it shall not use any trade name, trademark, service ▇▇▇▇mark, logo or other identifying ▇▇▇▇ mark of COMPANY or their product Providers or their affiliates without the prior written consent of COMPANY. d. User shall obtain adequate information from each applicant for membership in Company Program to complete an application on a form provided by COMPANY, which may be included in your tax software, and shall insure that all information is accurately inserted where required. e. The USER retains full responsibility for USER’S efforts to enroll Members in the COMPANY Programs. COMPANY and its designated administrator are not responsible for USER’S enrollment activities. f. USER will enroll Members using only COMPANY approved enrollment processes. COMPANY reserves the right to reject any Member enrollments received through a process that has not been approved by COMPANY.

MARKETING GUIDELINES. USER must adhere to the following guidelines in their its efforts to enroll prospective Members into a provide MEMBERS access to COMPANY ProgramPROGRAM. a. USER agrees to notify all client businesses for whom USER prepares and files a QUALIFYING BOI Filing that they will be provided access to the benefits of COMPANY PROGRAM. USER agrees to present the COMPANY Programs PROGRAM to prospective Members their client businesses clearly and truthfully and to fully and accurately disclose the benefits, limitations and exclusions of the Program. USER agrees not to engage in the use of high Pressure; misleading or deceptive sales practicesCOMPANY PROGRAM. b. Only approved USER agrees they will not charge MEMBERS a separate fee for the MEMBER’S access to the COMPANY Programs may PROGRAM and that such access shall be offered provided to prospective Members. MEMBER as part of USER’S BOI Filing services. c. USER agrees to provide MEMBERS with a copy of the COMPANY Program Membership Agreement. d. USER may not modify the Program COMPANY PROGRAM benefits of an approved COMPANY Program for any MembersMEMBER. c. e. USER shall use no advertising material, prospectus, proposal, or representation in relation to a Program of COMPANY PROGRAM unless furnished by COMPANY or with the prior written consent of COMPANY. USER shall not issue or circulate any statement or memorandum of any sort misrepresenting the terms, benefits, or advantages of any ProgramCOMPANY PROGRAM, or any misleading statement as to the financial security of COMPANY. USER agrees that it shall not use any trade name, trademark, service ▇▇▇▇mark, logo or other identifying ▇▇▇▇ mark of COMPANY or their product Providers or their affiliates without the prior written consent of COMPANY. d. User shall obtain adequate information from each applicant for membership in Company Program to complete an application on a form provided by COMPANY, which may be included in your tax software, and shall insure that all information is accurately inserted where required. e. f. The USER retains full responsibility for USER’S efforts to enroll Members in the COMPANY Programsactivities. COMPANY and its designated administrator are is not responsible for USER’S enrollment activities. f. USER will enroll Members using only COMPANY approved enrollment processes. g. COMPANY reserves the right to reject any Member enrollments QUALIFYING BOI Filing received through a process that has not been approved by COMPANY.