Terms of service

Submission-ready file guarantee

For a qualifying product-caused file problem, we will fix it within five business days after the problem is reported and complete usable records and required answers are available, or refund the affected quarter’s fee.

Submission-ready means a package for the correct facility and reporting quarter that passes the supported XML checks, with required review completed and source totals reconciled. Complete usable payroll and agency records and accurate review answers are required. The guarantee covers product-caused file problems, not CMS acceptance, filing deadlines, or inaccurate or missing source records. Refunds cover the amount actually paid for the affected facility’s applicable three-month billing period, once per payment; billing periods are separate from CMS reporting quarters. Report a problem through Get help or support@easypbj.app. Business days are Monday–Friday in Eastern Time.

Guarantee version: 2026-09-12-v1. We record the applicable version with new purchases. Report a problem without sending payroll files or credentials by email. We confirm when the qualifying repair period starts and record its deadline. Our first-response target is one business day; that is separate from the five-business-day repair period.

Accepting these terms

By selecting the agreement checkbox and continuing, you agree to these Terms of Service and acknowledge the Privacy Policy. We retain the version you accepted and your acceptance time. Each account holder must accept before using a private workspace. Your account acceptance does not itself authorize a purchase or bind a facility to an invoice order; those actions require separate approval.

Using the workspace

Use EasyPBJ only for facilities and records you are authorized to manage. Protect your account, keep membership permissions current, and use the service lawfully. You retain ownership of your uploaded records and authorize the processing needed to provide the features you use, as explained in the privacy policy.

Review and CMS submission

Your team must verify source completeness, employee identities, classifications, reportable hours, evidence, and filing totals. AI suggestions and automated checks can be incomplete or incorrect. Resolve unanswered questions before preparing a submission.

EasyPBJ prepares a reviewed PBJ XML package and lets you save CMS results with the filing. Your facility’s authorized submitter uploads the package in iQIES, checks the validation report, corrects rejected records, and reconciles the CMS staffing records. EasyPBJ does not submit files to CMS. A ready package or upload receipt does not establish CMS acceptance. EasyPBJ does not guarantee CMS acceptance or universal compliance. Your facility remains responsible for timely filing and keeping its source records.

Past submission requests, receipts, and reports stay with their filing history. Contact support about any open request made under an earlier service offer.

Free filing exports

Real staffing XML and audit-package exports are free for up to 25 unique employees per facility per CMS reporting quarter. We count employees cumulatively across exports, corrections, accounts and workspaces for the same facility and quarter. Confirmed employee ID links count as one person. Repeat downloads and corrections using those identities do not count them again. Splitting or deleting files does not restart the allowance. Use truthful, stable employee identifiers and include all reportable records; do not omit employees to fit the allowance.

The same allowance is available directly on the website and through plugin guidance, without a payment card or subscription within it. The website requires an account, accepted account agreements, complete usable sources and completed review. Larger quarters require an active facility subscription. Separately paid services such as AI assistance keep their own access requirements. Your authorized submitter remains responsible for iQIES upload and confirming CMS acceptance.

Subscriptions and cancellation

A subscription costs $149 USD per facility every three months and renews automatically until canceled. The billing cycle starts with the subscription purchase; it is separate from CMS reporting quarters. Review the amount and renewal terms on Stripe Checkout before completing payment. Accounts Payable customers instead review and electronically accept the invoice order terms before placing an invoice order. Invoice billing requires payment before paid features become available.

A workspace owner can manage the facility subscription through Settings and the Stripe billing portal. Canceling renewal retains paid access through the end of the current billing period. Subscription cancellation does not delete your filing records. Contact support about payment errors or refund requests.

Availability and records

Save and export your work regularly. Service interruptions and provider outages can occur, and displayed upload and file-size limits apply. Keep source records and appropriate backups outside EasyPBJ, especially near a filing deadline. A sample workflow is for evaluation and must not be submitted as a real facility filing.

Account closure and changes

Owners can remove members and delete workspace data using Settings. Contact support for account closure or assistance. Export required records before deletion. The current version of these terms is available on this page; material changes to pricing or service terms will be communicated before they apply to a future purchase or renewal. When a material revision requires renewed acceptance, we show the revised documents before continued workspace use and retain your earlier acceptance history. Archived versions remain available from Settings.

Contact

EasyPBJ is operated by Joshua King, operating as King & Co. Consulting. Contact support@easypbj.app for account, billing, privacy, or support requests. Please do not email payroll files or credentials.