PRIVACY & WEBSITE USE

Care Includes
Your Information.

How this website handles general inquiries and educational content.

General Inquiries

The inquiry form asks for your name, email address, optional business name, topic, and message. Cima uses those details to respond and assess the services requested. Submitting an inquiry does not establish a tax-preparation engagement or enroll you in a software program.

No Taxpayer Documents Through This Form

Do not submit tax returns, Social Security numbers, identity documents, bank details, or passwords. Your assigned contact will explain the appropriate secure process if documents are needed.

Storage And Access

Inquiries are stored in this site’s private WordPress administration area and are available to authorized administrators. The site’s hosting and security infrastructure may process connection and technical logs to operate and protect the service. Inquiries should be retained only as needed for the conversation, applicable recordkeeping, or an agreed service relationship.

Cookies And External Resources

WordPress uses cookies for authenticated administration and may use essential cookies for site operation. This theme does not add advertising pixels or visitor analytics. Links to external providers, including software support and IRS resources, lead to services with their own privacy policies and terms.

Your Choices

Use the inquiry form to request correction or deletion of a prior general inquiry. Please identify the email address used and do not include sensitive identity documents. Cima may need to confirm the request and consider applicable recordkeeping requirements.

Educational Information

Journal articles provide general information and link to sources. They are not individualized tax, legal, or financial advice. Rules and circumstances change; a tax position requires review of the relevant facts.

Services And Partnerships

Service scope, fees, eligibility, responsibilities, and any cancellation or renewal terms are established in the applicable written agreement. Website content does not guarantee a refund, loan approval, earnings, or software activation.

Professional interest applications also collect your intended role, credential status (not credential numbers), and general readiness information. Cima uses this information for manual fit review. Submissions are not automatic approvals or contracts. No information is automatically transferred to Tax Branding Pro. The coming-soon page does not collect orders or payments. Open lesson progress is stored only in your browser and can be reset at the learning desk. Last updated September 25, 2026.

CIMA, DECODED

Big Words.
Plain Answers.

You don’t have to know the vocabulary to belong here. Tap a term for a quick explanation, then ask us how it applies to you.

Service bureau

A business relationship that may combine access to tax software with onboarding, training, and support for other tax offices. The exact services, fees, and responsibilities depend on the written agreement. It is not, by itself, an IRS professional credential.

Reseller

A business that offers another company’s software under an authorized sales arrangement. Ask who supplies the software, who provides support, and which fees or restrictions apply.

Onboarding

The steps that get you ready to begin: reviewing your agreement, completing required account information, receiving approved access, and learning the workflow. An inquiry alone does not enroll you.

ERO

Electronic Return Originator: an authorized IRS e-file provider that starts the electronic submission of a tax return. This describes an e-file role, not a promise of tax expertise. Read the IRS definition ↗

PTIN & EFIN

A PTIN identifies an individual paid tax return preparer. An EFIN identifies an approved IRS e-file provider. They serve different purposes; having a PTIN does not itself authorize an office to e-file. Compare them at the IRS ↗

Professional tax software

Tools used to prepare and manage tax returns. Available features, supported returns, licensing, training, and support vary by product and package. Ask for a demonstration and written terms for the specific offer.

A quick guide, not personalized tax advice. Program details are defined in your agreement.

Care IncludesYour Information.