At Soft Tax Pro, we are committed to providing high-quality digital training programs, educational resources, workbooks, guides, templates, business-development tools, and related services.

Because our products are delivered electronically and access may be provided immediately after purchase, all purchases are subject to the following Refund Policy.

1. DIGITAL PRODUCTS & TRAINING PROGRAMS

All courses, training programs, workbooks, templates, downloads, guides, checklists, and related resources sold through Soft Tax Pro are digital products delivered electronically.

No physical products will be shipped unless specifically stated otherwise.

Products covered by this Refund Policy may include:

Tax Business Starter System
Premium Tax Business Development Program
Digital workbooks
Training modules
Business guides and checklists
Marketing resources
Client acquisition resources
Workflow and operating systems
Other related digital materials

Because digital products may be accessed, viewed, downloaded, or used immediately after purchase, all sales are generally considered final once access has been provided, except where otherwise required by applicable law or expressly approved by Soft Tax Pro.

2. NO REFUNDS, RETURNS OR EXCHANGES

Once a purchase has been completed and access to the digital product or training program has been provided, we generally do not offer:

Refunds
Returns
Exchanges
Partial refunds
Credits for unused access
Refunds for failure to complete the training
Refunds based on failure to implement the training
Refunds based on dissatisfaction with personal business results

A customer's decision not to access, use, complete, or implement a purchased product or program does not automatically qualify the customer for a refund.

3. BEFORE PURCHASING

We encourage customers to carefully review all product descriptions, program inclusions, pricing, payment terms, and purchase details before completing an order.

By completing a purchase, you acknowledge that:

You reviewed the applicable product or program information.
You understand what is included in the purchase.
The product is digital and does not require physical delivery.
Access may be provided immediately after payment.
You understand the applicable price and payment terms.
You agree to this Refund Policy and our Terms & Conditions.

4. TAX BUSINESS STARTER SYSTEM PURCHASES

The Tax Business Starter System is currently offered for a $37 one-time payment, unless a different price or promotion is clearly displayed at checkout.

Once payment is completed and access to the training or digital resources has been provided, the purchase is generally considered final and non-refundable except where required by applicable law.

5. PREMIUM PROGRAM PURCHASES

The Premium Tax Business Development Program is currently offered as a $497 one-time upgrade, unless a different price, promotion, or payment arrangement is clearly displayed at checkout.

Once the premium program has been purchased and access has been provided, the purchase is generally considered final and non-refundable except where required by applicable law.

Choosing not to access, complete, or implement the Premium Program does not cancel the purchase or create an automatic right to a refund.

6. TECHNICAL OR ACCESS ISSUES

If you experience difficulty accessing a purchased product, training portal, downloadable resource, or other digital material, please contact us as soon as possible.

Soft Tax Pro may assist by:

Verifying your purchase
Resending access instructions
Restoring account access
Correcting an email-address issue
Providing replacement access where appropriate
Resolving reasonable technical issues preventing access

A temporary technical issue does not automatically qualify a purchase for a refund when the issue can reasonably be corrected or replacement access can be provided.

7. DUPLICATE PURCHASES

If you accidentally purchase the exact same product more than once using the same customer information, please contact us promptly.

After verifying the duplicate transactions, Soft Tax Pro may, as appropriate:

Refund the duplicate charge
Apply the duplicate amount as account credit
Transfer the duplicate purchase to another eligible product

No resolution is guaranteed until the transactions have been reviewed and confirmed as genuine duplicates.

8. EXCEPTIONAL CIRCUMSTANCES

Although refunds are generally not provided for digital products, Soft Tax Pro may review certain circumstances individually, including:

A verified duplicate charge
A verified billing error
A product that was not delivered and cannot reasonably be restored or replaced
A technical issue that permanently prevents access and cannot reasonably be resolved
A purchase made through proven unauthorized use of a payment method
Other exceptional circumstances determined by Soft Tax Pro

Submission of a refund request does not guarantee approval.

Any approved resolution may include, depending on the circumstances:

Replacement access
Additional technical assistance
Product substitution
Store or account credit
A partial refund
A full refund

The appropriate resolution will depend on the circumstances and applicable law.

9. REFUND REQUEST PROCESS

To request review of a purchase or billing issue, contact Soft Tax Pro and include:

Your full name
The email address used during checkout
The product or program purchased
The purchase date
The transaction or order number, if available
A clear explanation of the issue
Any relevant screenshots or supporting information

We may request additional information to verify your identity, purchase, payment status, or account activity.

Submitting a request does not guarantee that a refund or other remedy will be approved.

10. STORE OR ACCOUNT CREDIT

In certain approved situations, Soft Tax Pro may provide store or account credit instead of a cash refund.

Unless otherwise stated, credit:

Has no cash value
Cannot be redeemed for cash
Cannot normally be transferred to another person
May only be used toward eligible future purchases
May be subject to an expiration date communicated when issued

Any credit issued is provided at Soft Tax Pro's discretion except where otherwise required by applicable law.

11. COMPLIMENTARY STRATEGY SESSIONS & BONUSES

Certain purchases may include complimentary strategy sessions, consultations, bonuses, additional resources, or promotional materials.

Unless otherwise expressly stated:

Complimentary bonuses have no separate cash value.
Unused appointments or bonuses do not qualify for a refund.
Failure to schedule or attend a complimentary session does not reduce the purchase price.
Bonuses may not be exchanged for cash or transferred to another person.

We may reschedule a strategy session when reasonably necessary.

12. CHARGEBACKS & PAYMENT DISPUTES

If you believe there is an incorrect charge or billing issue, we ask that you contact Soft Tax Pro first so we have a reasonable opportunity to review and resolve the issue.

If a chargeback or payment dispute is initiated, Soft Tax Pro may:

Suspend or terminate access to purchased products
Revoke associated licenses or resources
Pause access while the dispute is under review
Provide transaction records, purchase confirmations, access logs, communications, and delivery records to the payment processor or financial institution
Take other reasonable steps necessary to respond to the dispute

Nothing in this Refund Policy limits any consumer right that cannot legally be waived.

13. FAILED PAYMENTS

If a payment associated with a purchase is declined, reversed, disputed, or otherwise unsuccessful, Soft Tax Pro may:

Retry the payment where permitted
Suspend or restrict access
Delay product delivery
Request updated payment information
Take reasonable steps to resolve the outstanding balance

Access may be restored after the applicable payment issue has been resolved.

14. NO GUARANTEE OF RESULTS

Our training programs and resources provide education, tools, strategies, systems, and guidance.

Soft Tax Pro does not guarantee:

Specific income levels
Revenue growth
Client acquisition
Business profitability
Tax business success
Marketing performance
Professional licensing or certification approval
Any particular financial or commercial outcome

Results depend on factors including your experience, effort, implementation, market, pricing, business strategy, legal compliance, economic conditions, and other circumstances outside our control.

Failure to achieve a desired result does not automatically qualify a customer for a refund.

15. PURCHASES THROUGH THIRD-PARTY PROVIDERS

Payments may be processed through third-party payment providers.

Refund-processing timelines, banking timelines, transaction reversals, and payment disputes may also be subject to the policies and processing procedures of those providers.

If a refund is approved, the time required for funds to appear in your account may depend on your bank, card issuer, or payment processor.

16. RIGHTS REQUIRED BY LAW

Nothing in this Refund Policy is intended to remove, restrict, or waive any refund, cancellation, warranty, or consumer-protection rights that cannot legally be waived.

Where applicable law requires a refund, cancellation, or other remedy, Soft Tax Pro will comply with those requirements.

17. CHANGES TO THIS REFUND POLICY

Soft Tax Pro may update this Refund Policy from time to time to reflect changes in our products, business practices, payment options, services, or legal obligations.

Updated versions will be posted with a revised “Last Updated” date.

The policy in effect at the time of purchase will generally apply to that purchase unless applicable law requires otherwise.

18. CONTACT US

If you have questions regarding this Refund Policy or need assistance with a purchase, please contact:

Soft Tax Pro
Email: [email protected]
Phone: 407-753-1553
Website: www.softtaxpro.com

© 2026 Soft Tax Pro. All Rights Reserved.