Refund Policy

Tax Monitor Pro provides a digital service offering subscriptions, tokens, and related digital deliverables (the “Service”). This Refund Policy applies to all purchases of the Service made through Tax Monitor Pro. For help with an order, use the support page.

• Subscriptions, tokens, digital deliverables, and related services delivered through the Service.
• Digitally delivered access or work product, not a physical shipped good.
• Subscriptions, tokens, and services that may be activated or begin promptly after purchase.

Because Tax Monitor Pro offers digital products and services that can be activated or started quickly, purchases are generally non-refundable once delivery has started, access has been granted, files have been sent, or the Service has begun.

We may approve a refund, partial refund, service credit, or adjustment in situations such as:

• Duplicate charge for the same order.
• Unauthorized purchase claim, subject to review and payment processor rules.
• Technical failure where paid digital access or files were never delivered.
• Provider-side inability to deliver the purchased Service within the stated scope for reasons not caused by Client delay, missing information, or third-party platform restrictions.
• Verified billing error or materially incorrect charge amount.

Refund decisions are case-by-case and may require documentation, timestamps, platform details, or payment evidence.

Refunds are not typically provided for:

• Change of mind after purchase.
• Services already performed or consumed through the Service, including research, configuration, or revisions.
• Delivered digital files or deliverables.
• Client delay in providing content, credentials, approvals, access, or required responses.
• Third-party platform limitations, outages, account restrictions, or policy changes outside Provider control.
• Mismatch between purchased scope and unpurchased custom requests.

1. 1Submit your request through your official Tax Monitor Pro support channel.
2. 2Include your name, purchase email, order date, and a clear description of the issue.
3. 3If available, include invoice, receipt, transaction ID, and any relevant project or workspace identifiers.

When you pay for a service through our Client Pool (e.g. IRS Issue Resolution, Audit Representation), funds are held by Tax Monitor Pro until a tax professional claims your case. This section covers refunds and disputes specific to Client Pool purchases.

• Unclaimed cases: full refund available at any time before a professional claims your case. The full amount, including the platform fee, is returned to your original payment method.
• Claimed cases — work has not begun: full refund available upon platform review. Refund decisions are made within 3 business days.
• Claimed cases — work in progress: dispute resolution. We review the work product, messaging history, and compliance records before determining a fair outcome (full refund, partial refund, or no refund).
• Completed cases: not eligible for refund except in cases of platform-verified non-delivery.
• Pro abandonment: if a professional releases your claimed case before completing it, your case re-enters the pool and you receive an email when re-matched. No refund is needed.
• Chargebacks: handled through Stripe’s dispute process. Initiating a chargeback may pause matching and any in-progress work while the matter is reviewed.
• Refund timeline: approved refunds are processed to your original payment method within 5–10 business days.

To request a refund or open a dispute on a Client Pool case, contact us through the support page and include your case reference number.

Initiating a chargeback or payment dispute may result in temporary suspension of access, pausing of project work, or withholding of undelivered items while the matter is reviewed.

We may update this policy from time to time. The last updated date reflects the most recent revision.