Refund Policy

TaxClaim Pro provides a digital service offering subscriptions, add-ons, and related digital deliverables (the “Service”). This Refund Policy applies to all purchases of the Service made through TaxClaim Pro, including Lead Access. For help with an order, use the support page.

• Subscriptions (Starter, Professional, Firm) and add-ons (Lead Access).
• Per-event fees, including the per-lead acceptance fee on Lead Access.
• Digitally delivered access and work product, not a physical shipped good.
• Services that may be activated or begin promptly after purchase.

Because TaxClaim 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, 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 was 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 Form 843 generation, claim page hosting, or transcript parsing.
• Delivered digital files or deliverables.
• Client delay in providing content, credentials, approvals, or access.
• 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 TaxClaim 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 workspace identifiers.

Lead Access is an add-on subscription with a separate per-lead acceptance fee. Refund rules specific to Lead Access:

• Monthly subscription ($29/mo): Cancel anytime. Prior billing periods are non-refundable. Access continues through the end of the paid period.
• Per-lead acceptance fee ($49): Non-refundable except in these specific cases, when reported within 72 hours of acceptance:
  • Verified duplicate lead (same prospect previously assigned to your firm).
  • Operator routing error (lead was assigned to the wrong firm).
  • Prospect fraud (intake contains fabricated information confirmed via reasonable verification).
• No volume guarantee: The Lead Access subscription provides access to the lead pipeline. It does not guarantee a minimum number of leads in any given period. If zero leads are delivered in a month, the subscription fee is not refunded — however, you may cancel at any time.
• Lead Access auto-pause: If your underlying TaxClaim Pro subscription (Starter, Professional, or Firm) lapses, Lead Access auto-pauses. No new leads are assigned, and no monthly fee is charged during the pause. Lead Access resumes automatically when the underlying subscription is reactivated.

To request a refund or open a dispute on a Lead Access charge, contact us through the support page and include the lead ID and acceptance timestamp.

Initiating a chargeback or payment dispute may result in temporary suspension of access, pausing of pending lead assignments, 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.

Refunds are not provided for IRS rejection, non-acceptance, or delay in processing any Form 843 submission Client prepared using TaxClaim Pro.

Refunds are not provided for Kwong eligibility determinations made by the platform that Client or end-taxpayer disagree with.