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Privacy Policy

Effective Date: October 17, 2025

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This Privacy Policy describes how Key Concepts Institute ("we," "us," or "our") collects, uses, and discloses your personal information when you use our website, services, and IRS Continuing Education (CE) courses.

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1. Information We Collect

We collect information necessary to provide our courses, process your registration, comply with IRS CE reporting requirements, and maintain the integrity of our records.​

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A. Personal Identification Information (PII)

We collect PII that you voluntarily provide when you register for a course, create an account, or contact us. This may include:

  • Name

  • Contact Information (e.g., email address, phone number, mailing address)

  • IRS Preparer Tax Identification Number (PTIN) or Social Security Number (SSN), as required by the IRS for CE credit reporting.

  • Professional Designation (e.g., EA, CPA, or non-credentialed preparer).

  • Payment Information (processed securely by a third-party payment processor; we do not store full credit card details).​

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B. Course and Compliance Data

We collect data related to your course activity, which is necessary for issuing CE credits and meeting regulatory obligations:

  • Course Enrollment and Completion Records

  • Quiz and Exam Scores

  • Time Spent on Course Material (as may be required by the IRS for verification)

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C. Technical Data

When you use our website, we automatically collect certain technical information:

  • IP Address

  • Browser Type and Operating System

  • Date and time of access

  • Pages visited and referring website

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2. How We Use Your Information

We use the collected information for the following primary purposes:

  • To Provide Services: To register you for courses, deliver educational content, process payments, and communicate with you about your account and services.

  • To Comply with IRS Requirements: We are required to submit certain PII (including your PTIN/SSN, name, and course completion data) directly to the Internal Revenue Service (IRS) to report the CE credits you have earned.

  • To Improve Our Services: To analyze usage trends, monitor the effectiveness of our courses, and enhance user experience.

  • For Marketing and Communication: To send you updates, promotional materials, or newsletters, provided you have opted-in to receive them. You can opt-out at any time.

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3. Disclosure of Your Information

We do not sell your PII. We disclose your information only in the following limited circumstances:

  • IRS Reporting: Your required compliance data (including PTIN/SSN) is disclosed to the IRS for the mandatory reporting of CE credits. This is non-negotiable for receiving credit.

  • Service Providers: We share necessary information with trusted third-party vendors (e.g., payment processors, hosting providers, email service providers) who assist us in operating our website and providing our services, under strict confidentiality agreements.

  • Legal Compliance: If required by law, subpoena, or government request, we may disclose your information.

  • Business Transfers: In the event of a merger, acquisition, or asset sale, your information may be transferred to the acquiring entity.

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4. Data Security

We implement reasonable technical, administrative, and physical security measures designed to protect your PII, especially sensitive data like your PTIN/SSN, from unauthorized access, disclosure, alteration, or destruction. However, no internet transmission is entirely secure, and we cannot guarantee absolute security.

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5. Your Choices and Rights

  • Access and Update: You can review and update most of your account information by logging into your account profile. For updates to highly sensitive data, contact us directly.

  • Marketing Opt-Out: You can opt-out of receiving promotional emails from us by following the unsubscribe link in those emails.

  • Data Retention: We retain your PII and course records for as long as necessary to fulfill the purposes outlined in this policy and to comply with our legal and regulatory obligations, including IRS record-keeping requirements.

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6. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review their privacy policies.

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7. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any significant changes by posting the new policy on this page and updating the "Effective Date."

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8. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at:

Key Concepts Institute; ce@keyconceptsinstitute.com

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