In plain English: Your CPA or advisor invited you here to enter data they need for a cost segregation study they are preparing for you. CostSegX is the software that calculates the study. Your professional relationship is with your CPA, not with us.
This Client Data-Entry Acknowledgment (the “Acknowledgment”) is between you (“you” or “End Client”) and CostSegX.ai ( “CostSegX”). You were invited into a CostSegX workspace by a CPA, 1031 qualified intermediary, real-estate advisor, or similar professional services provider (your “Firm”) so that your Firm can prepare a residential cost segregation study for you.
This Acknowledgment is short on purpose. Read it once, accept it, and you will not see it again unless we make a material change.
1. Who you’re working with
1.1. Your Firm is your professional advisor. Your Firm has the engagement with you, sets the scope of work, signs your study, and advises you on how to use it. Whatever fee arrangement, engagement letter, or confidentiality agreement you have with your Firm continues to govern your relationship with them.
1.2. CostSegX is software. We run the engine that turns property data into a cost segregation study. We are not your CPA, your lawyer, your financial advisor, or your representative. We have no professional engagement with you, no fiduciary duty to you, and no authority to act on your behalf.
1.3. If you have questions about your tax situation, talk to your Firm. If you have questions about how the software works, you can reach us at the support address shown in your workspace.
2. What you’re agreeing to do
2.1. You agree to enter information about the property as accurately as you can, to the best of your knowledge. The study’s accuracy depends directly on what you (and your Firm) enter — square footage, year built, condition, finishes, and so on. Garbage in, garbage out applies here.
2.2. You confirm that you either own the property or are authorized to provide information about it for purposes of preparing this study. You will not enter data about properties you have no right to share.
2.3. You understand that the study is a calculation based on your inputs plus public-data enrichment (assessor records, satellite imagery, listing photos). Public data is helpful but imperfect — please review and correct anything CostSegX pre-fills before submitting.
3. How your data is used
3.1. The information you enter goes to two places at the same time: (a) your Firm, who is preparing the study for you, and (b) CostSegX, the software that runs the calculation.
3.2. CostSegX uses your data only to:
(a) compute your cost segregation study;
(b) deliver the resulting study to your Firm;
(c) provide audit-defense support if your Firm requests it;
(d) operate, secure, troubleshoot, and improve the platform; and
(e) meet our legal and regulatory obligations.
3.3. CostSegX does not sell your personal information. CostSegX will not market other products or services to you outside this workspace without your express opt-in. CostSegX will not share your data with anyone outside of the platform’s operating providers, your Firm, and any party we are required to disclose to by law.
3.4. CostSegX’s full privacy practices, including your CCPA / CPRA rights, are described in the Privacy Policy at /privacy. The Privacy Policy is incorporated into this Acknowledgment by reference. By accepting this Acknowledgment, you confirm you have access to it and have had the opportunity to review it.
4. How you access the workspace
4.1. You access the workspace through a magic-link email sent at your Firm’s invitation. The link is good for seven (7) days from when it was issued and can be used more than once during that window.
4.2. If your link expires, ask your Firm to send you a fresh one. CostSegX does not control workspace access — your Firm does. We will not issue access on our own.
4.3. Keep your magic link to yourself. Do not forward it to anyone. If you think someone else may have used your link, tell your Firm right away.
5. What CostSegX is NOT doing
For clarity:
(a) CostSegX is not your CPA, attorney, enrolled agent, or financial advisor.
(b) CostSegX is not signing your study and is not filing it with the IRS.
(c) CostSegX is not subject to IRS Circular 230 with respect to you, because there is no practitioner–client relationship between us.
(d) CostSegX will not contact you outside this workspace except for transactional and security messages — for example: your invitation, study notifications, password or access-recovery messages, and reasonable notices about audits or changes to this Acknowledgment.
(e) CostSegX will not market additional CostSegX products or services to you unless you separately opt in.
6. The study is a software estimate
6.1. Your study is calculated by software based on the information you and your Firm provided plus public-data enrichment. It is an estimate generated by an engine, not a guaranteed tax position.
6.2. Your Firm — not CostSegX — is responsible for telling you whether and how to use the study on your tax return, what records to keep, and how it interacts with your overall tax situation.
6.3. The CostSegX platform is built for residential properties of four (4) units or fewer with one million dollars ($1,000,000) or less in depreciable basis. If your property is outside that scope, the study may not be appropriate for you. Your Firm is responsible for confirming fit.
7. Audit support
7.1. If you receive an audit notice, examination request, or other tax inquiry that references your study, contact your Firm first. Your Firm is your representative.
7.2. CostSegX provides limited audit-support resources to your Firm under the Firm’s separate agreement with CostSegX. CostSegX will not appear before the IRS, any state revenue department, any court, or any regulator as your representative, and CostSegX is not your expert witness.
8. How long we keep your data
8.1. CostSegX retains your study and the data behind it for seven (7) years from the date the study is generated. This window is consistent with the Privacy Policy and with the IRS audit window for property records.
8.2. You may request deletion of your personal information at any time per the Privacy Policy’s CCPA / CPRA section. To support audit defense, the study itself (anonymized or aggregated where appropriate) may be retained through the seven-year window even after a deletion request, as permitted by law.
9. If your access ends
9.1. Your workspace access lasts as long as your Firm’s CostSegX subscription is active and your Firm continues to authorize you. Your Firm can revoke your access at any time. If your Firm’s subscription ends, your workspace access ends.
9.2. If your access ends before your study is complete, your Firm remains responsible for delivering your finished study to you through normal professional channels (email, secure portal, in person, etc.).
9.3. Ending workspace access does not change your retention rights under Section 8 or your Privacy Policy rights.
10. Privacy Policy and Terms
10.1. The CostSegX Privacy Policy at /privacy
applies to your use of the workspace.
10.2. You are not required to accept the full CostSegX Terms of Service. Those Terms govern your Firm’s account, not your invited access. However, the platform-wide scope limits, accuracy disclaimers, and IRS Circular 230 disclosures referenced in the Terms apply to any study you receive — they ride along with the deliverable.
10.3. If you ever want to read the full Terms, they are linked from the CostSegX home page.
11. Acceptance and updates
11.1. When you accept this Acknowledgment, CostSegX records the version, the date and time, your email address, your IP address, and your browser/device user agent. We do this so we can show, if asked, that you saw and accepted this version.
11.2. CostSegX may update this Acknowledgment from time to time. Material changes — for example, changes to how your data is used or how long it is kept — will require you to accept the new version on your next workspace login. Non-material changes (typos, formatting, clarifications that do not change your substantive rights) take effect when posted.
12. Governing law
12.1. This Acknowledgment, together with the Privacy Policy, is the only agreement between you and CostSegX. It is governed by the same governing law that applies to the CostSegX platform Terms.
12.2. If anything in this Acknowledgment turns out to be unenforceable, the rest stays in effect.
Version 1.0 — Effective 2026-04-23