Listing standards
Profiles may come from professional submissions, public credential resources, admin research, or imported datasets. Public-source records are labeled and should be claimed before they are treated as complete profiles.
Trust and Policy
Professional Directory Policy
How directory listings, profile claims, verification, and sponsored placement are handled.
Verification
Verification means the site has reviewed selected credential, contact, source, or business information. It is not an endorsement, promise of competence, or guarantee of a tax result.
Lead routing
Lead routing should consider location, issue type, credential fit, remote availability, business or individual case type, and admin review status. Unclaimed public records should not receive leads automatically.
Sponsored placement
Sponsored or featured placement must be labeled clearly and may not override consumer protection, credential review, or disclosure rules.
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