Legal
Refund Policy
This page is a placeholder. The Refund Policy has not been drafted or reviewed yet. It must be written and signed off by a qualified advisor before TaxEye collects data from real users. The outline below shows what it needs to cover.
What this policy must cover
- Free trial — no card collected, so nothing to refund; the trial simply ends.
- Cancellation — how to cancel, when it takes effect, and access until the end of the paid period.
- Monthly plans — whether part-months are refundable.
- Annual plans — pro-rata treatment on mid-term cancellation.
- Upgrades and downgrades — how proration is calculated.
- Refund timelines — processing time and the method funds are returned by.
- Exceptions — non-refundable items such as onboarding or custom integration fees.