Customer Satisfaction Commitment

At A.Tax, we stand behind the quality of our AI-powered tax solutions. This refund policy outlines the circumstances and procedures for requesting refunds.

1. Refund Eligibility

Software as a Service (SaaS) Subscriptions

For our monthly and annual subscription services:

  • 30-Day Money-Back Guarantee: New customers can request a full refund within 30 days of initial subscription
  • Pro-rated Refunds: Available for annual subscriptions canceled within the first 60 days
  • Service Interruptions: Refunds or credits for documented service outages exceeding our SLA

Professional Services

For custom implementation and consulting services:

  • Refunds available for undelivered services upon written request
  • Work completed to date will be charged according to agreed hourly rates
  • Custom development work is generally non-refundable once delivered

2. Non-Refundable Items

Important Exclusions

The following items are not eligible for refunds under any circumstances:

  • Setup and Onboarding Fees: One-time fees for account setup and data migration
  • Third-Party Integrations: Costs for external API connections and data feeds
  • Training Services: Completed training sessions and educational materials
  • Data Export Fees: Charges for data extraction and formatting services
  • Usage Overages: Additional charges for exceeding plan limits

3. Refund Request Process

How to Request a Refund

To initiate a refund request:

  1. Contact our support team at [email protected]
  2. Include your account information and subscription details
  3. Provide a detailed reason for the refund request
  4. Attach any supporting documentation if applicable

Required Information

  • Account email address and company name
  • Invoice number or payment reference
  • Specific services or periods being disputed
  • Explanation of the issue or dissatisfaction

4. Processing Timeline

Refund Processing Schedule

  • Request Acknowledgment: Within 2 business days
  • Review and Decision: 5-10 business days
  • Refund Processing: 3-7 business days after approval
  • Credit Card Refunds: May take additional 1-2 billing cycles to appear

5. Service Level Agreement (SLA) Credits

Uptime Guarantee

We guarantee 99.9% uptime for our core services. In case of service interruptions:

  • 99.5% - 99.8% uptime: 5% monthly fee credit
  • 99.0% - 99.4% uptime: 10% monthly fee credit
  • Below 99.0% uptime: 25% monthly fee credit

How to Claim SLA Credits

  • Submit claims within 30 days of the incident
  • Provide specific dates and times of service interruption
  • Credits will be applied to the following month's invoice

6. Subscription Cancellation

Monthly Subscriptions

  • Cancel anytime with immediate effect
  • No refund for the current billing period
  • Access continues until the end of paid period

Annual Subscriptions

  • Cancel anytime after the initial 60-day period
  • No refund for remaining months
  • Service continues until subscription expiration

7. Dispute Resolution

Internal Dispute Process

If you disagree with a refund decision:

  1. Request escalation to our Customer Success Manager
  2. Provide additional documentation or context
  3. Allow 7-10 business days for escalated review
  4. Final decision will be communicated in writing

External Resolution

For unresolved disputes, you may:

  • Contact your credit card company for chargeback procedures
  • Seek mediation through applicable consumer protection agencies
  • Pursue resolution through applicable legal channels

8. Special Circumstances

Technical Issues

Refunds may be considered for technical issues that:

  • Prevent normal use of the service for extended periods
  • Result in data loss or corruption
  • Cannot be resolved through support efforts

Billing Errors

We will promptly refund any charges resulting from:

  • Duplicate billing or processing errors
  • Incorrect pricing or promotional code application
  • Unauthorized charges or account access

9. Contact Information

For refund requests and billing inquiries:

Response Time Commitment

We commit to responding to all refund inquiries within 2 business days and providing resolution updates every 3 business days throughout the review process.

Last updated: August 24, 2025