Privacy Policy


Scope of this Privacy Policy

ProfitStance, Inc. (“ProfitStance,” “we,” “our,” and/or “us”) values the privacy of individuals who use our application, websites, and related services (collectively, our “Services”). This privacy policy (the “Privacy Policy”) explains how we collect, use, and share information from ProfitStance users (“Users”), including individual subscribers and cryptocurrency exchanges. By using our Services, you agree to the collection, use, disclosure, and procedures this Privacy Policy describes. Beyond the Privacy Policy, your use of our Services is also subject to our Terms of Service.

Information We Collect

We may collect a variety of information from or about you or your devices from various sources, as described below.

Information You Provide to Us

Account Information.
When you create a ProfitStance account, you may provide us with certain information, such as name, postal address, email, and telephone number.
Tax Document Information.
When you prepare tax documents with ProfitStance, we may collect additional information about you, such as date of birth, government issued ID (e.g., social security number or tax ID), and cryptocurrency wallet addresses.
We also collect information about your trading activity from exchange servers and wallet content, which you provide to us via an API or CSV files or other method. This information may include transaction histories and trading activities (e.g., purchases, trades, and sales of cryptocurrencies) in your exchange accounts . We use this information to calculate your gains and losses and enable you to generate your cryptocurrency tax documents for reporting periods.
If you contact us directly, we may receive additional information about you. For example, when you contact customer support, we may receive your name, email address, phone number, the contents of a message or attachments that you may send to us, and other information you choose to provide.
Invitation Information.
You may also provide us with contact information for other individuals whom you would like to invite to join the services. By submitting personal information relating to other people to us, you represent that you have the authority to do so and to permit us to use the information in accordance with this Privacy Policy.
Payment Information.
If you make a purchase using a credit or debit card through the Services, your payment information may be collected by a third-party payment provider and not by us.

Information We Collect When You Use Our Services

Location Information.
When you use our Services, we may collect information about your location. This is for the purpose of verifying the authenticity of your login credentials.
Device Information.
We receive information about the device and software you use to access our Services, including IP address, device identifier, web browser type, device model, and operating system version.
Usage Information.
To help us understand how you use our Services and to help us improve them, we automatically receive information about your interactions with the Services, like the pages or other content you view, and the dates and times of your visits.
Information from Cookies and Similar Technologies.

We and third party partners collect information using cookies, pixel tags, or similar technologies. Our third party partners, such as analytics and advertising partners, may use these technologies to collect information about your online activities over time and across different online services. Cookies are small text files containing a string of alphanumeric characters. We may use both session cookies and persistent cookies. A session cookie disappears after you close your browser. A persistent cookie remains after you close your browser and may be used by your browser on subsequent visits to our website.

Please review your web browser “Help” file to learn the proper way to modify your cookie settings. Please note that if you delete, or choose not to accept, cookies from the Services, you may not be able to utilize the features of the Services to their fullest potential.

How We Use the Information We Collect

We use the information we collect:

  • To provide and maintain our Services;
  • To understand and analyze how you use the Services, with the intent of improving and enhancing our Services and developing new products, services, features, and functionality;
  • To communicate with you, to provide you with updates and other information relating to the Services, to provide information that you request, to respond to comments and questions, and otherwise provide customer support;
  • To permit you to prepare tax documentation;
  • To find and prevent fraud;
  • To respond to trust and safety issues that may arise;
  • For compliance purposes, including enforcing our Terms of Service or other legal rights, or as may be required by applicable laws and regulations or requested by any judicial process or governmental agency; and
  • For other purposes for which we provide specific notice at the time of the collection of the information.

How we share the information we collect

We do not share or otherwise disclose information we collect from or about you except as described below or otherwise disclosed to you at the time of the collection.

Vendors and Service Providers.
We may share information we receive with vendors and service providers retained in connection with providing the Service. However, shared information will not include your financial data.
Tax Authorities.
We enable you to retrieve your transaction information and prepare your tax documents for submission to relevant tax authorities, including the Internal Revenue Service and state tax authorities. If engaged to do so by cryptocurrency exchanges in compliance with their respective regulatory obligations, we will prepare and submit to tax authorities certain tax information, such as form 1099, for users of such exchanges.
Analytics Partners.
We use analytics services such as Google Analytics to collect and process certain analytics data. These services may also collect information regarding your use of other websites, apps, and online resources. You can learn about Google’s practices by going to https://www.google.com/policies/privacy/partners/, and opt out of them by downloading the Google Analytics opt-out browser add-on, available at https://tools.google.com/dlpage/gaoptout.
Advertising Partners.
We work with third party advertising partners to show you ads that we think may interest you. Some of our advertising partners are members of the Network Advertising Initiative (http://optout.networkadvertising.org/?c=1#!/) or the Digital Advertising Alliance (http://optout.aboutads.info/?c=2&lang=EN). If you do not wish to receive personalized ads, please visit their opt-out pages to learn about how you may opt out of receiving web-based personalized ads from member companies. You can access any settings offered by your mobile operating system to limit ad tracking, or you can install the AppChoices mobile app to learn more about how you may opt out of personalized ads in mobile apps.
As Required By Law and Similar Disclosures.
We may access, preserve, and disclose your information (but not your data, which is encrypted) if we believe doing so is required or appropriate to (a) comply with law enforcement requests and legal process, such as a court order or subpoena; (b) respond to your requests; or (c) protect your, our or others’ rights, property, or safety. For the avoidance of doubt, the disclosure of your information may occur if you post any objectionable content on or through the Service.
Merger, Sale, or Other Asset Transfers.
We may transfer your information to service providers, advisors, potential transactional partners, or other third parties in connection with the consideration, negotiation, or completion of a corporate transaction in which we are acquired by or merged with another company or we sell, liquidate, or transfer all or a portion of our assets. The use of your information following any of these events will be governed by the provisions of this Privacy Policy in effect at the time the applicable information was collected.
We may also disclose your information with your permission; however, because we do not retain your login credentials, we cannot disclose access to your data.
Marketing Communications.
You can unsubscribe from our promotional emails via the link provided in the emails. Even if you opt-out of receiving promotional messages from us, you will continue to receive administrative messages from us.
Do Not Track.
There is no accepted standard on how to respond to Do Not Track signals, and we do not respond to such signals.
Third Parties.
The Services may contain links to other websites, products, or services that ProfitStance does not own or operate. We are not responsible for the privacy practices of these third parties. Please be aware that this Privacy Policy will not apply to your activities or any information you disclose to these third parties. We encourage you to read their privacy policies before providing any information to them.
In addition to data encryption, we make strenuous efforts to protect your information by using physical and electronic safeguards designed to improve the security of the information we maintain.
Children’s Privacy.
We do not knowingly collect, maintain, or use personal information from children under 13 years of age, and no part of the Service is directed to children. If you learn that a child has provided us with personal information in violation of this Privacy Policy, then you may alert us at support at profitstance dot com.
International Visitors.
The Services are hosted in the United States and are intended for visitors located within the United States. If you choose to use the Services from the European Union or other regions of the world with laws governing data collection and use that may differ from U.S. law, then please note that you are transferring your personal information outside of those regions to the United States for storage and processing. Also, we may transfer your data from the U.S. to other countries or regions in connection with storage and processing of data, fulfilling your requests, and operating the Services. By providing any information, including personal information, on or to the Services, you consent to such transfer, storage, and processing.
Update Your Information or Pose a Question.
You can update your account and profile information through your profile settings. If you have questions about your privacy on the Services or this Privacy Policy, please contact us at support at profitstance dot com.
Changes to this Privacy Policy.
We will post any adjustments to the Privacy Policy on this page, and the revised version will be effective when it is posted. If we materially change the ways in which we use or share personal information previously collected from you through the Services, we will notify you through the Services, by email, or other communication.
Contact Information.
ProfitStance is responsible for processing your information. If you have any questions, comments, or concerns about our processing activities, please email us at support at profitstance dot com or write to us at:


Last Updated: November 2018

Standard User Terms of Service



You agree, among other things: (a) to provide true, accurate, current and complete information about yourself and about Clients for whom you manage accounts, as prompted by the registration page for yourself and for each of your Clients for whom you manage an account, and (b) to maintain and update such information to keep it true, accurate, current and complete. If any information provided by you is materially untrue, inaccurate, not current or incomplete, ProfitStance has the right to terminate your account and accounts managed by you and refuse to allow further use of this Site. You agree not to grant to others use of or access to this Site, except as specifically allowed for your authorized representatives or Clients for whom you manage accounts.

You acknowledge and agree that you must: (a) provide and pay for your own access to the internet, and (b) provide all equipment necessary for you to make such connection to the internet.

By using the ProfitStance web site, including any applets, software, and content contained therein, you agree that use of this Site is entirely at your own risk. The Site is provided “as is,” without warranty of any kind, either express or implied, including without limitation, any warranty for information, data, services, uninterrupted access, or products provided through or in connection with the Site. Specifically, ProfitStance disclaims any and all warranties, including (without limiting the generality of the foregoing): (1) any warranties concerning the availability, accuracy, usefulness, or content of information, products or services you may encounter on the Site, and (2) any warranties of title, warranties of non-infringement, and warranties of merchantability or fitness for a particular purpose. This disclaimer of liability applies to any damages or injury caused by any failure of performance, error, omission, interruption, deletion, defect, delay in operation or transmission, computer virus, communication line failure, theft or destruction or unauthorized access to, alteration of, or use of any record or information, whether for breach of contract, tortuous behavior, negligence, or under any other cause of action.

Neither ProfitStance nor any of its employees, agents, successors, assigns, affiliates, website co-branding providers, or content or service providers, shall be liable to you or your Clients or any other third party for any direct, indirect, incidental, special or consequential damages arising out of use of this service, or any inability to gain access to or use the service, or any breach of any warranty. (Note: Because some states do not allow the exclusion or limitation of liability for consequential or incidental damages, the above limitation may not apply to you. In such states, the respective liability of ProfitStance, its employees, agents, successors, assigns, affiliates, website co-branding providers and content or service providers, respectively, is limited to the greatest extent permitted by such state law.)

100% Accurate Calculations Guarantee

Use of ProfitStance Marks and Copyrighted Content

ProfitStance is the owner or authorized user of trademarks, registered trademarks and service marks appearing at this Website. ProfitStance is also the copyright owner or licensee of all content and information on this Website, including all screens appearing at this Site. By allowing access to and view of its registered marks and copyrighted material on this Website, ProfitStance does not grant any license or other authorization to use any of such marks or copyrighted or copyrightable material or other intellectual property. You may not download or save a copy of any of the screens for any purpose, except as otherwise provided in these Terms of Service. However, you may print a copy of the information on this Site for your personal use or records. If you make other use of this Site, except as otherwise provided above, you may violate copyright and other laws of the United States and other countries, as well as applicable state laws, and may be subject to penalties.


ProfitStance reserves the right to change or modify any information on this Website, or revise, insert or delete features or other information, without prior notice. Clicking on certain links within this Website might take you to other web sites that are not controlled by ProfitStance. ProfitStance assumes no responsibility for the content, or availability of such other websites. (See “Links from and to this Website” below.) The content presented at this Site may vary depending upon your browser limitations.

User Conduct On this Site

With respect to this Site, you may not, and Clients whose accounts you manage may not:

  1. restrict or inhibit any other user from using and enjoying this Site; or
  2. post or transmit any unlawful, fraudulent, libelous, defamatory, obscene, pornographic, profane, threatening, abusive, hateful, offensive, or otherwise objectionable information of any kind, including any transmissions constituting or encouraging conduct that would constitute a criminal offense or give rise to civil liability, or otherwise violate any local, state, national or foreign law, including U.S. export control laws and regulations; or
  3. post or transmit any advertisements, solicitations, chain letters, pyramid schemes, investment opportunities or schemes or other unsolicited commercial communication (except as otherwise expressly permitted by ProfitStance) or engage in spamming, phishing or flooding or any similar malicious activity; or
  4. post or transmit any information or software which contains a virus, trojan horse, worm or other harmful component; or
  5. post, publish, transmit, reproduce, distribute or in any way exploit any information, software or other material obtained through this Site for commercial purposes (other than as expressly permitted by the provider of such information, software or other material); or
  6. upload, post, publish, transmit, reproduce, or distribute in any way, information, software or other material obtained through this Site which is protected by copyright, or other proprietary right, or derivative works with respect thereto, without obtaining permission of the copyright owner or rights holder; or
  7. upload, post, publish, reproduce, transmit or distribute in any way any component of this Site itself or derivative works with respect thereto, as this Site is copyrighted as a collective work under U.S. copyright laws.

ProfitStance has the right at all times, but not the obligation, to monitor this Site electronically continually and from time to time. Additionally, you acknowledge and agree that ProfitStance has the right, among other things, (1) as required by law, to disclose any information as necessary or appropriate to satisfy any law, regulation or other governmental request, (2) to operate this Site properly, and (3) to protect itself and its customers. ProfitStance will not intentionally monitor or disclose any private electronic-mail message unless required by law. ProfitStance reserves the right to refuse to post or to remove any information or materials, in whole or in part, that, in its sole discretion, are unacceptable, undesirable, inappropriate or in violation of these Terms of Service.

Unless otherwise indicated for a particular communication, any communications or material of any kind that you e-mail, post or otherwise transmit through this Website, including data, questions, comments or suggestions (“your Communications”) will be treated as non-confidential and nonproprietary. In addition, ProfitStance is free to use any ideas, concepts, know-how or techniques contained in your Communications for any purpose, including (among other uses) developing and marketing products using such information without compensation to you.

Failure to Comply with Terms and Conditions; Termination

If you engage in any conduct or activities that ProfitStance in its sole discretion believes violate any of the terms and conditions, violate the rights of ProfitStance, or is otherwise inappropriate for continued access, ProfitStance may terminate your password or your account and all accounts managed by you, or deny you access to all or part of this Site without prior notice.

ProfitStance may, in its sole discretion, deny you access through ProfitStance to any materials stored on the internet, or to access third-party services, merchandise or information on the internet through ProfitStance, and ProfitStance shall have no responsibility to notify any third-party providers of services, merchandise or information, nor any responsibility for any consequences resulting from lack of notification.

You agree to hold ProfitStance and its affiliates harmless from, and defend and indemnify ProfitStance against, any and all claims, liabilities, costs and expenses, including reasonable attorneys’ fees, arising in any way from your use of this Site or the placement or transmission of any message, information, software or other materials through this Site by you or users of your account or accounts managed by you or related to any violation of these Terms of Service by you or users of your accounts.

Links from and to this Website

You acknowledge and agree that ProfitStance and any of its website co-branding providers have no responsibility for the accuracy or availability of information provided by linked sites. Links to external web sites do not constitute an endorsement by ProfitStance or its website co-branding providers of the sponsors of such sites or the content, products, advertising or other materials presented on such sites.

Information in the many web pages that are linked to ProfitStance’s Website comes from a variety of sources. Some of this information be provided by official ProfitStance licensees, but much of it may be provided by unofficial or unaffiliated organizations and individuals, both internal and external to ProfitStance. ProfitStance does not author, edit, or monitor these unofficial pages or links. You acknowledge and agree that ProfitStance and its website co-branding providers shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with use of or reliance on any such content, goods or services available on such external sites or resources.

Other Information

ProfitStance takes strenuous measures, including encryption, to ensure that your personal information is disclosed only to those specified by you. However, the internet is an open system and we cannot and do not guarantee that the personal information you have entered will not be intercepted by others and decrypted.

If ProfitStance provides a service allowing purchases through this Site and you wish to make purchases through this Site, you may be asked by the merchant or information or service provider from whom you are making the purchase to supply certain information, including credit card or other payment mechanism information. You agree not to hold ProfitStance liable for any loss or damage of any sort incurred as a result of any such dealings with any merchant or information or service provider through this Site. You agree that all information you provide any merchant or information or service provider through this Site for purposes of making purchases will be accurate, complete and current. The merchants and information and service providers offering merchandise, information and services through this Site set their own prices and may change prices or institute new prices at any time. You agree to pay all charges incurred by users of your account and credit card or other payment mechanism at the prices in effect when such charges are incurred. You also will be responsible for paying any applicable taxes relating to purchases through this Site.

IRS Circular 230 Notice
Nothing in our communications with you (including, without limitation, any emails, Website content, attachments, enclosures or other accompanying materials) relating to any federal tax transaction or matter, is considered to be tax advice or a “covered opinion” as described in Circular 230.


These Terms of Service and the relationship between you and ProfitStance shall be governed by the laws of the State of Utah without regard to its conflict of law provisions. You and ProfitStance agree to submit to the personal and exclusive jurisdiction of the courts located within the state of Utah.

The failure of ProfitStance to exercise or enforce any right or provision of these Terms of Service shall not constitute a waiver of such right or provision. If any provision of these Terms of Service is found by a court of competent jurisdiction to be invalid, the parties nevertheless agree that the court should endeavor to give effect to the parties’ intentions as reflected in the provision, and the other provisions of these Terms of Service remain in full force and effect.

Last Revision: September, 2019

Professional User Terms of Service



These Professional Terms of Service, together with the ProfitStance Standard Terms of Service, apply to each professional subscriber firm, respectively, that has executed a Software as a Service Agreement with ProfitStance (a “Subscriber”), pursuant to which the Subscriber agrees to purchase and manage Seats (as defined below) and uses one or more Seats itself or assigns or grants such Seats to Clients in order to enable access and use of the ProfitStance Cryptocurrency Tax and Accounting Platform (the “Platform”) by such Clients.


means each professional administrator designated by the Subscriber to serve as technical administrator on the Subscriber’s behalf for the benefit of and use by the Subscriber’s Clients.
means each of the respective Subscriber’s clients who is granted a Seat and given access to the ProfitStance Platform and Services by the Subscriber.
Client Data
means private data used by each Client in accessing and using the ProfitStance Platform, as well as the resulting personal tax and cryptocurrency account information retrieved for the Client through the use of the Platform.
Client Identifying Information
means, in respect of each Client, all identifying information placed into the ProfitStance system by the Administrator who is managing the Client’s relationship with the Subscriber.
Subscriber Content
means all data and materials provided by the Subscriber to ProfitStance for use in connection with the Services.
means the user guides, online help, release notes, and other documentation that may be provided or made available by ProfitStance to the Subscriber and each Client regarding the use or operation of the Services.
means the computer equipment on which the Software is installed, which is operated by ProfitStance.
means a right to access the Platform, using unique Client Identifying Information for an individual Client who will be granted access to the Services for the purposes of providing single sign-on, access to the Platform. Client Identifying Information may be physically or logically maintained in a single repository or in separate physical or logical repositories. Although Seats for Client accounts that have been deactivated may remain in the identity management system, those inactive Seats will not be included in the number of Seat users in use by the Subscriber.
refers to the specific ProfitStance internet-accessible service providing access to and use of ProfitStance’s Platform, made available to the Subscriber and to the Subscriber’s Clients over a network on a term-use basis.


The Subscriber will access and use the Services solely for professional cryptocurrency tax and accounting operations, subject to these Terms of Service and up to the number of Seats in force and documented from time to time.


The Subscriber shall not, and shall not permit anyone to: (i) copy or republish the Services or Software, (ii) make the Services available to any person other than authorized Seat users, (iii) use or access the Services to provide service bureau, time-sharing or other computer hosting services to third parties, (iv) modify or create derivative works based upon the Services or Documentation, (v) remove, modify or obscure any copyright, trademark or other proprietary notices contained in the software used to provide the Services or in the Documentation, (vi) reverse engineer, decompile, disassemble, or otherwise attempt to derive the source code of the Software used to provide the Services, except and only to the extent such activity is expressly permitted by applicable law, or (vii) access the Services or use the Documentation in order to build a similar product or competitive product. Subject to the limited licenses granted herein, ProfitStance shall own all right, title and interest in and to the Software, services, Documentation, and other deliverables provided under these Terms of Service, including all modifications, improvements, upgrades, derivative works and feedback related thereto and intellectual property rights therein. the Subscriber agrees to assign all right, title and interest it may have in the foregoing to ProfitStance.

Subscriber Responsibilities

  1. Assistance. The Subscriber shall provide commercially reasonable information and assistance to ProfitStance to enable ProfitStance to deliver the Services. Upon request from ProfitStance, the Subscriber shall promptly deliver to ProfitStance complete Subscriber Content and, with respect to each Seat, Client Identifying Information, in an electronic file format specified and accessible by ProfitStance. ProfitStance’s ability to deliver the Services may depend upon the accuracy and timeliness of such information and assistance.
  2. Compliance with Laws. The Subscriber shall comply with all applicable local, state, national and foreign laws in connection with its use of the Services, including those laws related to data privacy, international communications, and the transmission of technical or personal data. The Subscriber acknowledges that ProfitStance exercises no control over the content of the information transmitted by the Subscriber or the Seat users through the Services. The Subscriber shall not upload, post, reproduce or distribute any information, software or other material protected by copyright, privacy rights, or any other intellectual property right without first obtaining the permission of the owner of such rights.
  3. Unauthorized Use; False Information. The Subscriber shall: (a) notify ProfitStance immediately of any unauthorized use of any password or user id or any other known or suspected breach of security, (b) report to ProfitStance immediately and use reasonable efforts to stop any unauthorized use of the Services that is known or suspected by the Subscriber or any Seat user, and (c) not provide false identity information to gain access to or use the Services.
  4. Administrator Access. The Subscriber shall be solely responsible for the acts and omissions of both its Administrator Users and each Client. ProfitStance shall not be liable for any loss of data or functionality caused directly or indirectly by the Administrator Users.
  5. Subscriber Input. The Subscriber is solely responsible for collecting, inputting and updating all the Subscriber Content and Client Identifying Information stored on the Host, and for ensuring that the Subscriber Content does not (i) include anything that actually or potentially infringes or misappropriates the copyright, trade secret, trademark or other intellectual property right of any third party, or (ii) contain anything that is obscene, defamatory, harassing, offensive or malicious. The Subscriber shall: (i) notify ProfitStance immediately of any unauthorized use of any password or user id or any other known or suspected breach of security, (ii) report to ProfitStance immediately and use reasonable efforts to stop any unauthorized use of the Service that is known or suspected by the Subscriber or any Seat user, and (iii) not provide false identity information to gain access to or use the Service.
  6. License from Subscriber. Subject to the Terms of Service of these Terms of Service, the Subscriber, on behalf of itself and its Clients, shall grant to ProfitStance a limited, non-exclusive and non-transferable license, to copy, store, configure, perform, display and transmit Subscriber Content and Client Content solely as necessary to provide the Services to the Subscriber. The Subscriber retains ownership of its Subscriber Content.
  7. Ownership and Restrictions. ProfitStance retains all ownership and intellectual property rights to the Platform, the Services, all related software programs and intellectual property, and anything developed and delivered BY THE Subscriber except for Client Data.
  8. Suggestions. ProfitStance shall have a royalty-free, worldwide, irrevocable, perpetual license to use and incorporate into the Services any suggestions, enhancement requests, recommendation or other feedback provided by the Subscriber, including Clients and other users, relating to the operation of the Services.


  1. Warranty. ProfitStance represents and warrants that it will provide the Services in a professional manner consistent with general industry standards and that the Services will perform substantially in accordance with the Documentation. For any beach of a warranty, the Subscriber’s exclusive remedy shall be as provided in Section 6, Term and Termination.
  2. Profitstance warrants that the Services will perform in all material respects in accordance with representations set forth in the Terms of Service. Profitstance does not guarantee that the Services will be performed error-free or uninterrupted, or that ProfitStance will correct all Service errors. The Subscriber acknowledges that ProfitStance does not control the transfer of data over communications facilities, including the internet, and that the Services may be subject to limitations, delays, and other problems inherent in the use of such communications facilities. This section sets forth the sole and exclusive warranty given by ProfitStance (express or implied) with respect to the subject matter of these Terms of Service. Neither ProfitStance nor any of its licensors or other suppliers warrant or guarantee that the operation of the subscription service will be uninterrupted, virus-free or error-free, nor shall ProfitStance or any of its service providers be liable for unauthorized alteration, theft or destruction of the Subscriber’s or any user’s data, files, or programs.

Limitations of Liability

Indemnification. If a third party makes a claim against ProfitStance that the Subscriber Content infringes any patent, copyright or trademark, or misappropriates any trade secret, the Subscriber shall defend ProfitStance and its directors, officers and employees against the claim at the Subscriber’s expense and the Subscriber shall pay all losses, damages and expenses (including reasonable attorneys’ fees) finally awarded against such parties or agreed to in a written settlement agreement signed by the Subscriber, to the extent arising from the claim.

General Provisions

  1. Non-Exclusive. Services are provided on a non-exclusive basis.
  2. Data. ProfitStance’s performance may require ProfitStance to process, transmit and/or store Subscriber Content, Client Identifying Information and Client Data. By submitting such data to ProfitStance, the Subscriber agrees that ProfitStance may process, transmit and/or store personal data only to the extent necessary for, and for the sole purpose of, enabling ProfitStance to perform its obligations.
  3. Data Management. Management of Subscriber Content, Client Identifying Information and Client Data will be conducted in compliance with the ProfitStance Privacy Policy, which is available at https://profitstance.com/legal/. The ProfitStance Privacy Policy is subject to change at ProfitStance’s discretion. ProfitStance reserves the right to provide Services from Host locations, or through use of subcontractors, worldwide. ProfitStance will only access Subscriber Content, Client Identifying Information and Client Data in a manner that is reasonably necessary to provide Services and only for that purpose. The Subscriber shall have sole responsibility for the accuracy, quality, integrity, legality, reliability, appropriateness and retains ownership of all of Subscriber data and all Client Identifying Information.
  4. Force Majeure. Except for the payment of money, ProfitStance will be excused from performance for any period during which, and to the extent that, ProfitStance is prevented from performing any obligation or service, in whole or in part, as a result of causes beyond its reasonable control, and without its fault or negligence, including without limitation, acts of God, strikes, lockouts, riots, acts of terrorism or war, epidemics, communication line failures, and power failures.
  5. Statistical Information. ProfitStance may anonymously compile statistical information related to the performance of the Services for purposes of improving the Services, provided that such information does not identify the Subscriber’s data or include the Subscriber’s name.

Governing Law

These Terms of Service shall be governed by the laws of the State of Utah, excluding its conflict of law principles. Any controversy or claim arising out of or relating to these Terms of Use, the Services, the Software, or the Site will be settled by binding arbitration in accordance with the commercial arbitration rules of the American Arbitration Association. Any such controversy or claim will be arbitrated on an individual basis, and will not be consolidated in any arbitration with any claim or controversy of any other party. The arbitration will be conducted in Utah County, Utah, and judgment on the arbitration award may be entered into any court having jurisdiction thereof. The award of the arbitrator will be final and binding upon the parties without appeal or review except as permitted by Utah law. Notwithstanding the foregoing, either party may seek any interim or preliminary injunctive relief from any court of competent jurisdiction, as necessary to protect the party’s rights or property pending the completion of arbitration. By using the Site or the Services, the Subscriber consents and submits to the exclusive jurisdiction and venue of the state and federal courts located in the State of Utah, U.S.A.

Last Revision: September, 2019

Refunds, Concerns, Cancellations


  • We offer a full 30-day money-back guarantee on all our professional educational services.
  • We want your experience with ProfitStance to be the best. But if you feel that your experience with a ProfitStance program did not meet your expectations for continuing higher education for CPAs, please contact us promptly at feedback@profitstance.com and give us your feedback. If you wish, we will issue a full refund. (Of course, CPE credit will not be given to registrants who receive a refund.)
  • If for any reason an event is cancelled, we will notify you of the cancelation by email. We will offer to reschedule the event for a different day, and if the rescheduled event doesn’t work for you, we will offer a full refund.
  • Registrants can cancel in writing via email at any time up to 30 minutes before the start of the event.


Course Material Updates


  • Our webinars use up-to-date material consistent with current codes, laws, rulings, decisions, interpretations, etc.
  • Our webinar material is reviewed by a licensed CPA (subject matter expert) at least once a year to verify the currency of the content, and immediately after any change to the current codes, laws, etc.
  • Our material was last updated and reviewed on December 4, 2019.

Last Revision: February 12th, 2020

© Copyright ProfitStance, Inc. All Rights Reserved.

Services are provided by ProfitStance, Inc. This is not an offer or solicitation for brokerage services or other products or services in any jurisdiction where ProfitStance is not authorized to do business or where such offer or solicitation would be contrary to local laws and regulations of that jurisdiction. Cryptocurrency trading involves substantial risk of los and is not suitable for all investors. Investors should understand the risks involved in trading and carefully consider whether suce trading is suitable in light of their financial circumstances and resources. Past performance is not necessarily indicative of future results.