CPA ACCESS 2.0

CPA-MEMBER DISCLAIMER 

CPA Access 2.0 CPA-Member Disclaimer
Effective date: 8/1/2024

 

This document serves as a disclaimer to clarify the nature of the services provided by CPA Access 2.0. As a member engaging with our online training program, it is important to understand the distinction between training and a formal advisory engagement.

 

  1. Training Services
  • CPA Access 2.0 may provide training sessions, workshops, or educational materials to members for the purpose of enhancing their understanding of business operations, accounting principles, tax regulations, and financial and tax strategy. These training sessions are designed to impart knowledge and skills to members, empowering them to make informed business, tax and financial decisions.
  1. Advisory Services
  • While our membership program may offer guidance and insight during training sessions, it is crucial to note that such interactions do not constitute a formal engagement for advisory services. Advisory services involve personalized financial advice, strategic planning, and recommendations tailored to specific client circumstances. Engaging in advisory services typically involves a separate agreement and may incur additional fees.
  1. Scope of Engagement
  • Members participating in training sessions provided by CPA Access 2.0 acknowledge that the information shared during these sessions is for educational purposes only. It is not intended to serve as personalized financial advice or to create a client-advisor relationship or engagement. Members are encouraged to consult with a qualified professional, such as a certified public accountant (CPA) or financial advisor, for exclusively tailored guidance and planning.
  1. Liability Limitation
  • CPA Access 2.0 shall not be held liable for any misinterpretation, misunderstanding, or misapplication of the information provided during training sessions. Members bear sole responsibility for their financial decisions and actions taken based on the knowledge acquired through training.
  1. Confidentiality
  • Any confidential or proprietary information shared by members during training sessions will be treated with the utmost confidentiality and used solely for the purpose of delivering training services.
  1. Agreement Acknowledgment
  • By participating in training sessions provided by CPA Access 2.0, members acknowledge that they have read, understood, and agreed to ALL policies and agreements applicable to member training services. Members further acknowledge that they are engaging with CPA Access 2.0 solely for the purpose of receiving educational training services and not as a formal advisory engagement.

Policy Updates

  • CPA Access 2.0 reserves the right to modify or update this disclaimer as necessary.
  • You should periodically check our policies and agreements for updates as the most up-to-date version is posted to our Website.

 

By becoming a member of CPA Access 2.0, you acknowledge that you have read, understood, and agree to be bound by this disclaimer.

If you have any questions or concerns, please contact our customer support team at [email protected].