Effective Date: July 1, 2026
Last Updated: July 1, 2026
Tax Mastery Pro respects your privacy and is committed to protecting the personal information entrusted to us. This Privacy Policy explains how Tax Mastery Pro, referred to as “Tax Mastery Pro,” “we,” “us,” or “our,” collects, uses, stores, and shares information when you visit our website, request a demonstration, purchase a subscription, or use the Tax Mastery Pro CRM platform.
By accessing our website or using our services, you acknowledge the practices described in this Privacy Policy.
1. Information We Collect
We may collect information that you provide directly to us, including:
- Your name, business name, email address, phone number, and mailing address
- Account login information and user profile details
- Business branding, logos, colors, and website information
- Subscription, billing, transaction, and payment-related information
- Messages, support requests, demonstration requests, and contact-form submissions
- Information submitted during onboarding
- Information uploaded, entered, or managed through the CRM
- Communications between you and Tax Mastery Pro
Payment information may be processed by third-party payment processors. Tax Mastery Pro may not directly store complete credit card or bank account numbers.
2. Information Collected Automatically
When you visit our website or use the CRM, certain information may be collected automatically, including:
- Internet Protocol address
- Browser and device type
- Operating system
- Login activity
- Pages viewed and features used
- Dates and times of access
- Referral URLs
- Cookies and similar technologies
- Error logs, security logs, and system activity
We use this information to maintain the platform, improve performance, troubleshoot technical issues, prevent fraud, and protect account security.
3. Information Processed Through the CRM
Tax Mastery Pro provides CRM tools to tax professionals, tax firms, EROs, and service bureaus.
Businesses using the CRM may upload or collect information about their clients, preparers, employees, contractors, and other individuals. This may include tax documents, identification information, contact details, financial information, signed agreements, invoices, payment records, and other information required to operate a tax business.
The subscribing tax firm or business controls the information it enters into the CRM. Tax Mastery Pro generally processes that information on behalf of the subscribing business to provide the requested services.
Each subscribing business is responsible for:
- Obtaining any notices, permissions, or consents required to collect client information
- Determining what information is uploaded to the CRM
- Maintaining its own privacy policy and Written Information Security Plan
- Managing user access and permissions
- Complying with applicable tax, privacy, security, and record-retention requirements
- Responding to privacy requests from its clients when required
Individuals with questions about information submitted by a particular tax office should first contact that tax office directly.
4. How We Use Information
We may use information to:
- Create, configure, and maintain accounts
- Provide access to the Tax Mastery Pro CRM
- Complete onboarding and white-label customization
- Process payments and manage subscriptions
- Provide technical support and customer service
- Schedule and conduct demonstrations
- Send account, billing, security, and service notifications
- Communicate about updates, features, and services
- Authenticate users and manage permissions
- Detect suspicious activity, misuse, fraud, or security threats
- Improve website and platform performance
- Maintain business, tax, accounting, and transaction records
- Enforce our agreements, policies, and legal rights
- Comply with applicable legal obligations
5. How We Share Information
We may share information with trusted service providers that help us operate our website, CRM, and business. These providers may include:
- Website and cloud-hosting providers
- Payment processors
- Email and text-message providers
- Customer-support and communication providers
- Analytics and performance-monitoring providers
- Security, backup, and fraud-prevention providers
- Legal, accounting, insurance, and professional advisers
These providers may access information only as reasonably necessary to perform services for us or as permitted by their agreements and applicable law.
We may also disclose information:
- When required by law, subpoena, court order, or legal process
- To investigate fraud, security incidents, or violations of our terms
- To protect our rights, customers, users, or the public
- In connection with a merger, acquisition, financing, restructuring, or sale of business assets
- With your consent or at your direction
6. Sale of Personal Information
Tax Mastery Pro does not sell personal information for money.
We may use service providers, cookies, analytics tools, or similar technologies to operate and understand website activity. Some privacy laws may define certain advertising or analytics-related disclosures as “selling,” “sharing,” or “targeted advertising,” even when no money is exchanged.
Where required by applicable law, eligible users may request to opt out of these activities.
7. Cookies and Tracking Technologies
We may use cookies and similar technologies to:
- Keep users signed in
- Remember preferences
- Secure accounts
- Analyze website and platform usage
- Measure performance
- Improve functionality
- Diagnose technical problems
You may adjust cookie settings through your browser. Disabling certain cookies may prevent parts of the website or CRM from functioning properly.
8. Data Security
We use administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, misuse, alteration, or disclosure.
These safeguards may include encryption, access controls, authentication tools, monitoring, backups, and activity logging.
No website, internet transmission, or electronic-storage system can be guaranteed to be completely secure. Users are responsible for protecting their passwords, limiting account access, configuring permissions appropriately, and notifying us promptly of suspected unauthorized activity.
The FTC recommends that businesses collect only necessary information, protect retained information, securely dispose of information that is no longer needed, and maintain an incident-response plan.
9. Data Retention
We may retain personal information for as long as reasonably necessary to:
- Provide the services
- Maintain active accounts
- Fulfill contractual obligations
- Process transactions
- Resolve disputes
- Enforce agreements
- Meet legal, accounting, security, and recordkeeping requirements
After an account is canceled or terminated, information may remain temporarily in backups, logs, archives, or records maintained for legal and operational purposes.
Customers should download any business records or documents they wish to retain before their account access ends.
10. Your Privacy Rights
Depending on where you live and whether an applicable privacy law covers Tax Mastery Pro, you may have the right to request:
- Confirmation of whether we process your personal information
- Access to certain personal information
- Correction of inaccurate personal information
- Deletion of certain personal information
- A portable copy of certain information
- Opt-out of certain sales, sharing, or targeted advertising
- Information about categories of information collected and disclosed
- An appeal if a qualifying privacy request is denied
These rights may be subject to identity verification, legal exceptions, and limitations.
To submit a privacy request, contact us using the information at the end of this policy. We may request additional information to verify your identity and authority to make the request.
We will not unlawfully discriminate against an individual for exercising an applicable privacy right.
11. California Privacy Information
California residents may have rights under the California Consumer Privacy Act, as amended, when the law applies to the business processing their information. These may include rights to know, correct, delete, and opt out of certain uses or disclosures of personal information.
Requests may be submitted using the contact information below.
12. Texas Privacy Information
Texas residents may have rights under the Texas Data Privacy and Security Act when the law applies, including certain rights involving access, correction, deletion, portability, and qualifying opt-out requests.
Texas residents may submit a request or appeal using the contact information below.
13. Children’s Privacy
Tax Mastery Pro is intended for business users and is not directed to children under 13. We do not knowingly collect personal information directly from children under 13 through our public website.
Tax professionals may upload information concerning dependents or minors when performing authorized tax-related services. That information is processed through the CRM on behalf of the subscribing business and should only be collected and uploaded when legally permitted and necessary for the business’s services.
14. Email and Marketing Communications
We may send emails concerning onboarding, billing, account activity, security, product updates, demonstrations, and support.
Marketing emails may include an unsubscribe option. Unsubscribing from marketing messages will not prevent us from sending necessary account, billing, legal, or security communications.
15. SMS/Text Message Communications
Tax Mastery Pro CRM may provide SMS/text messaging functionality that allows subscribing businesses to communicate with their customers, clients, employees, and authorized contacts through the platform.
SMS messages sent through Tax Mastery Pro CRM may include account notifications, onboarding updates, appointment reminders, document requests, payment reminders, security verification codes, customer support communications, workflow notifications, and other service-related messages.
Tax Mastery Pro does not send unsolicited text messages to individuals. SMS messages are sent by subscribing businesses to recipients who have provided appropriate consent to receive communications.
SMS Consent
By providing a phone number and choosing to opt in to SMS communications, you consent to receive text messages from the business using Tax Mastery Pro CRM for the purposes described at the time of consent.
Consent is not a condition of purchasing products or services.
Message frequency varies depending on the services requested and communications initiated by the business.
Message and data rates may apply.
You may opt out of SMS communications at any time by replying:
- STOP to unsubscribe from text messages
- HELP for assistance or additional information
After opting out, you may receive a final confirmation message acknowledging your request. You may re-enable SMS communications by providing consent again through an approved opt-in method.
SMS Data Privacy
Tax Mastery Pro does not sell, rent, or share mobile phone numbers or SMS consent information with third parties for marketing purposes.
Mobile phone numbers and SMS consent records may be shared only with service providers necessary to deliver messaging functionality, maintain platform operations, provide customer support, comply with legal obligations, or protect the security of our services.
SMS consent information is not used for unrelated promotional messaging.
Responsibility of Tax Mastery Pro CRM Users
Businesses using Tax Mastery Pro CRM are responsible for obtaining proper consent from individuals before sending SMS communications through the platform.
Each business is responsible for maintaining records of consent, complying with applicable messaging laws and regulations, and honoring opt-out requests from recipients.
Tax Mastery Pro provides messaging tools but does not control the content, frequency, or recipient lists of messages sent by subscribing businesses.
16. Third-Party Websites and Services
Our website or CRM may contain links to third-party websites, payment processors, scheduling services, tax resources, or integrations.
Tax Mastery Pro does not control the privacy practices of third parties. Information you provide directly to a third party is governed by that third party’s privacy policy and terms.
17. Business Transfers
If Tax Mastery Pro is involved in a merger, acquisition, reorganization, financing, bankruptcy, or sale of assets, information may be transferred as part of that transaction, subject to applicable law and contractual obligations.
18. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes to our services, technology, business practices, or legal obligations.
The updated policy will be posted on this page with a revised “Last Updated” date. Continued use of the website or services after an update constitutes acknowledgment of the revised policy to the extent permitted by law.
19. Contact Us
Questions, concerns, or privacy requests may be submitted to:
Tax Mastery Pro
Email: support@gettaxmasterypro.com
Phone: 682-699-1610
Mailing Address: 6009 W Parker Rd. Ste 149-1090, Plano, TX 75093
Website: www.gettaxmasterypro.com
Refund and Cancellation Policy
Effective Date: July 1, 2026
This Refund and Cancellation Policy applies to Tax Mastery Pro CRM subscriptions, setup services, onboarding services, white-label customization, and related purchases.
1. Setup Fees Are Nonrefundable
All setup, activation, implementation, onboarding, configuration, branding, customization, migration, and similar one-time fees are nonrefundable.
Setup work may begin shortly after payment is received. The setup fee remains nonrefundable even when:
- The customer does not complete onboarding
- The customer does not submit requested branding or business information
- The customer delays implementation
- The customer does not fully use the CRM
- The customer changes their mind
- The customer cancels before setup is completed
- The customer chooses not to activate or launch the completed account
2. Monthly Payments Are Nonrefundable
All monthly subscription payments are nonrefundable once charged.
Tax Mastery Pro does not provide:
- Full refunds for a monthly payment
- Partial or prorated refunds
- Credits for unused days
- Credits for unused features
- Refunds based on account inactivity
- Refunds because a customer did not complete onboarding
- Refunds because a customer did not use the CRM during the billing period
Customers are responsible for canceling before their next scheduled billing date to prevent the next monthly payment.
3. Cancel at Any Time
Customers may cancel their Tax Mastery Pro CRM subscription at any time.
Unless otherwise stated in the customer’s agreement, cancellation will take effect at the end of the current paid billing period. The account will not renew for another billing period after the cancellation is properly processed.
Canceling does not create a right to a refund for:
- The current billing period
- Previous monthly payments
- Setup or activation fees
- Customization charges
- Add-ons or additional services already purchased
- Work already performed
4. How to Cancel
Customers may cancel their Tax Mastery Pro CRM subscription at any time through the Stripe billing portal associated with their account.
To cancel:
- Access your Stripe billing portal using the link provided with your subscription or billing information.
- Locate your active Tax Mastery Pro subscription.
- Select the option to cancel the subscription.
- Follow the prompts and confirm the cancellation.
Your cancellation is complete once Stripe confirms that the subscription has been canceled. Unless otherwise stated, access will continue through the end of the current paid billing period, and the subscription will not renew.
Customers should retain the Stripe cancellation confirmation for their records. Canceling through Stripe does not provide a refund or prorated credit for setup fees, monthly payments, or unused time remaining in the current billing period.
5. Data and Documents Before Cancellation
Customers are responsible for downloading and preserving any documents, client records, business records, reports, agreements, or other information they wish to keep before account access ends.
After cancellation becomes effective, access to the CRM and stored information may be restricted or removed. Tax Mastery Pro is not responsible for information a customer fails to export before account closure.
Any post-cancellation data assistance, restoration, migration, or special export request may be unavailable or subject to an additional fee.
6. Failed or Past-Due Payments
If a payment is declined, reversed, disputed, or past due, Tax Mastery Pro may:
- Retry the payment method
- Restrict or suspend account access
- Disable selected features
- Pause setup or support services
- Terminate the account
- Pursue unpaid amounts permitted by the customer agreement and applicable law
Suspension or termination for nonpayment does not eliminate amounts already owed.
7. Billing Disputes
Customers should contact Tax Mastery Pro promptly if they believe a charge is incorrect.
Submitting a chargeback does not automatically cancel a subscription. Customers must separately submit a cancellation request using the required cancellation process.
8. Exceptions
Refunds will only be issued when:
- Required by applicable law
- A duplicate payment was processed and verified
- Tax Mastery Pro approves a refund in writing under exceptional circumstances
Any voluntary exception applies only to that specific transaction and does not change this policy for future payments.
9. Acceptance of This Policy
By purchasing a Tax Mastery Pro subscription, paying a setup fee, or using the CRM, the customer acknowledges and agrees that:
All setup fees and monthly subscription payments are nonrefundable. The subscription may be canceled at any time, but cancellation does not provide a refund or prorated credit for payments already made.
Have a licensed attorney review this before publishing, especially once your payment processor, cancellation procedure, data-retention period, and exact third-party services are finalized.
Effective Date: July 1, 2026
Last Updated: July 1, 2026
Tax Mastery Pro respects your privacy and is committed to protecting the personal information entrusted to us. This Privacy Policy explains how Tax Mastery Pro, referred to as “Tax Mastery Pro,” “we,” “us,” or “our,” collects, uses, stores, and shares information when you visit our website, request a demonstration, purchase a subscription, or use the Tax Mastery Pro CRM platform.
By accessing our website or using our services, you acknowledge the practices described in this Privacy Policy.
1. Information We Collect
We may collect information that you provide directly to us, including:
- Your name, business name, email address, phone number, and mailing address
- Account login information and user profile details
- Business branding, logos, colors, and website information
- Subscription, billing, transaction, and payment-related information
- Messages, support requests, demonstration requests, and contact-form submissions
- Information submitted during onboarding
- Information uploaded, entered, or managed through the CRM
- Communications between you and Tax Mastery Pro
Payment information may be processed by third-party payment processors. Tax Mastery Pro may not directly store complete credit card or bank account numbers.
2. Information Collected Automatically
When you visit our website or use the CRM, certain information may be collected automatically, including:
- Internet Protocol address
- Browser and device type
- Operating system
- Login activity
- Pages viewed and features used
- Dates and times of access
- Referral URLs
- Cookies and similar technologies
- Error logs, security logs, and system activity
We use this information to maintain the platform, improve performance, troubleshoot technical issues, prevent fraud, and protect account security.
3. Information Processed Through the CRM
Tax Mastery Pro provides CRM tools to tax professionals, tax firms, EROs, and service bureaus.
Businesses using the CRM may upload or collect information about their clients, preparers, employees, contractors, and other individuals. This may include tax documents, identification information, contact details, financial information, signed agreements, invoices, payment records, and other information required to operate a tax business.
The subscribing tax firm or business controls the information it enters into the CRM. Tax Mastery Pro generally processes that information on behalf of the subscribing business to provide the requested services.
Each subscribing business is responsible for:
- Obtaining any notices, permissions, or consents required to collect client information
- Determining what information is uploaded to the CRM
- Maintaining its own privacy policy and Written Information Security Plan
- Managing user access and permissions
- Complying with applicable tax, privacy, security, and record-retention requirements
- Responding to privacy requests from its clients when required
Individuals with questions about information submitted by a particular tax office should first contact that tax office directly.
4. How We Use Information
We may use information to:
- Create, configure, and maintain accounts
- Provide access to the Tax Mastery Pro CRM
- Complete onboarding and white-label customization
- Process payments and manage subscriptions
- Provide technical support and customer service
- Schedule and conduct demonstrations
- Send account, billing, security, and service notifications
- Communicate about updates, features, and services
- Authenticate users and manage permissions
- Detect suspicious activity, misuse, fraud, or security threats
- Improve website and platform performance
- Maintain business, tax, accounting, and transaction records
- Enforce our agreements, policies, and legal rights
- Comply with applicable legal obligations
5. How We Share Information
We may share information with trusted service providers that help us operate our website, CRM, and business. These providers may include:
- Website and cloud-hosting providers
- Payment processors
- Email and text-message providers
- Customer-support and communication providers
- Analytics and performance-monitoring providers
- Security, backup, and fraud-prevention providers
- Legal, accounting, insurance, and professional advisers
These providers may access information only as reasonably necessary to perform services for us or as permitted by their agreements and applicable law.
We may also disclose information:
- When required by law, subpoena, court order, or legal process
- To investigate fraud, security incidents, or violations of our terms
- To protect our rights, customers, users, or the public
- In connection with a merger, acquisition, financing, restructuring, or sale of business assets
- With your consent or at your direction
6. Sale of Personal Information
Tax Mastery Pro does not sell personal information for money.
We may use service providers, cookies, analytics tools, or similar technologies to operate and understand website activity. Some privacy laws may define certain advertising or analytics-related disclosures as “selling,” “sharing,” or “targeted advertising,” even when no money is exchanged.
Where required by applicable law, eligible users may request to opt out of these activities.
7. Cookies and Tracking Technologies
We may use cookies and similar technologies to:
- Keep users signed in
- Remember preferences
- Secure accounts
- Analyze website and platform usage
- Measure performance
- Improve functionality
- Diagnose technical problems
You may adjust cookie settings through your browser. Disabling certain cookies may prevent parts of the website or CRM from functioning properly.
8. Data Security
We use administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, misuse, alteration, or disclosure.
These safeguards may include encryption, access controls, authentication tools, monitoring, backups, and activity logging.
No website, internet transmission, or electronic-storage system can be guaranteed to be completely secure. Users are responsible for protecting their passwords, limiting account access, configuring permissions appropriately, and notifying us promptly of suspected unauthorized activity.
The FTC recommends that businesses collect only necessary information, protect retained information, securely dispose of information that is no longer needed, and maintain an incident-response plan.
9. Data Retention
We may retain personal information for as long as reasonably necessary to:
- Provide the services
- Maintain active accounts
- Fulfill contractual obligations
- Process transactions
- Resolve disputes
- Enforce agreements
- Meet legal, accounting, security, and recordkeeping requirements
After an account is canceled or terminated, information may remain temporarily in backups, logs, archives, or records maintained for legal and operational purposes.
Customers should download any business records or documents they wish to retain before their account access ends.
10. Your Privacy Rights
Depending on where you live and whether an applicable privacy law covers Tax Mastery Pro, you may have the right to request:
- Confirmation of whether we process your personal information
- Access to certain personal information
- Correction of inaccurate personal information
- Deletion of certain personal information
- A portable copy of certain information
- Opt-out of certain sales, sharing, or targeted advertising
- Information about categories of information collected and disclosed
- An appeal if a qualifying privacy request is denied
These rights may be subject to identity verification, legal exceptions, and limitations.
To submit a privacy request, contact us using the information at the end of this policy. We may request additional information to verify your identity and authority to make the request.
We will not unlawfully discriminate against an individual for exercising an applicable privacy right.
11. California Privacy Information
California residents may have rights under the California Consumer Privacy Act, as amended, when the law applies to the business processing their information. These may include rights to know, correct, delete, and opt out of certain uses or disclosures of personal information.
Requests may be submitted using the contact information below.
12. Texas Privacy Information
Texas residents may have rights under the Texas Data Privacy and Security Act when the law applies, including certain rights involving access, correction, deletion, portability, and qualifying opt-out requests.
Texas residents may submit a request or appeal using the contact information below.
13. Children’s Privacy
Tax Mastery Pro is intended for business users and is not directed to children under 13. We do not knowingly collect personal information directly from children under 13 through our public website.
Tax professionals may upload information concerning dependents or minors when performing authorized tax-related services. That information is processed through the CRM on behalf of the subscribing business and should only be collected and uploaded when legally permitted and necessary for the business’s services.
14. Email and Marketing Communications
We may send emails concerning onboarding, billing, account activity, security, product updates, demonstrations, and support.
Marketing emails may include an unsubscribe option. Unsubscribing from marketing messages will not prevent us from sending necessary account, billing, legal, or security communications.
15. SMS/Text Message Communications
Tax Mastery Pro CRM may provide SMS/text messaging functionality that allows subscribing businesses to communicate with their customers, clients, employees, and authorized contacts through the platform.
SMS messages sent through Tax Mastery Pro CRM may include account notifications, onboarding updates, appointment reminders, document requests, payment reminders, security verification codes, customer support communications, workflow notifications, and other service-related messages.
Tax Mastery Pro does not send unsolicited text messages to individuals. SMS messages are sent by subscribing businesses to recipients who have provided appropriate consent to receive communications.
SMS Consent
By providing a phone number and choosing to opt in to SMS communications, you consent to receive text messages from the business using Tax Mastery Pro CRM for the purposes described at the time of consent.
Consent is not a condition of purchasing products or services.
Message frequency varies depending on the services requested and communications initiated by the business.
Message and data rates may apply.
You may opt out of SMS communications at any time by replying:
- STOP to unsubscribe from text messages
- HELP for assistance or additional information
After opting out, you may receive a final confirmation message acknowledging your request. You may re-enable SMS communications by providing consent again through an approved opt-in method.
SMS Data Privacy
Tax Mastery Pro does not sell, rent, or share mobile phone numbers or SMS consent information with third parties for marketing purposes.
Mobile phone numbers and SMS consent records may be shared only with service providers necessary to deliver messaging functionality, maintain platform operations, provide customer support, comply with legal obligations, or protect the security of our services.
SMS consent information is not used for unrelated promotional messaging.
Responsibility of Tax Mastery Pro CRM Users
Businesses using Tax Mastery Pro CRM are responsible for obtaining proper consent from individuals before sending SMS communications through the platform.
Each business is responsible for maintaining records of consent, complying with applicable messaging laws and regulations, and honoring opt-out requests from recipients.
Tax Mastery Pro provides messaging tools but does not control the content, frequency, or recipient lists of messages sent by subscribing businesses.
16. Third-Party Websites and Services
Our website or CRM may contain links to third-party websites, payment processors, scheduling services, tax resources, or integrations.
Tax Mastery Pro does not control the privacy practices of third parties. Information you provide directly to a third party is governed by that third party’s privacy policy and terms.
17. Business Transfers
If Tax Mastery Pro is involved in a merger, acquisition, reorganization, financing, bankruptcy, or sale of assets, information may be transferred as part of that transaction, subject to applicable law and contractual obligations.
18. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes to our services, technology, business practices, or legal obligations.
The updated policy will be posted on this page with a revised “Last Updated” date. Continued use of the website or services after an update constitutes acknowledgment of the revised policy to the extent permitted by law.
19. Contact Us
Questions, concerns, or privacy requests may be submitted to:
Tax Mastery Pro
Email: support@gettaxmasterypro.com
Phone: 682-699-1610
Mailing Address: 6009 W Parker Rd. Ste 149-1090, Plano, TX 75093
Website: www.gettaxmasterypro.com
Refund and Cancellation Policy
Effective Date: July 1, 2026
This Refund and Cancellation Policy applies to Tax Mastery Pro CRM subscriptions, setup services, onboarding services, white-label customization, and related purchases.
1. Setup Fees Are Nonrefundable
All setup, activation, implementation, onboarding, configuration, branding, customization, migration, and similar one-time fees are nonrefundable.
Setup work may begin shortly after payment is received. The setup fee remains nonrefundable even when:
- The customer does not complete onboarding
- The customer does not submit requested branding or business information
- The customer delays implementation
- The customer does not fully use the CRM
- The customer changes their mind
- The customer cancels before setup is completed
- The customer chooses not to activate or launch the completed account
2. Monthly Payments Are Nonrefundable
All monthly subscription payments are nonrefundable once charged.
Tax Mastery Pro does not provide:
- Full refunds for a monthly payment
- Partial or prorated refunds
- Credits for unused days
- Credits for unused features
- Refunds based on account inactivity
- Refunds because a customer did not complete onboarding
- Refunds because a customer did not use the CRM during the billing period
Customers are responsible for canceling before their next scheduled billing date to prevent the next monthly payment.
3. Cancel at Any Time
Customers may cancel their Tax Mastery Pro CRM subscription at any time.
Unless otherwise stated in the customer’s agreement, cancellation will take effect at the end of the current paid billing period. The account will not renew for another billing period after the cancellation is properly processed.
Canceling does not create a right to a refund for:
- The current billing period
- Previous monthly payments
- Setup or activation fees
- Customization charges
- Add-ons or additional services already purchased
- Work already performed
4. How to Cancel
Customers may cancel their Tax Mastery Pro CRM subscription at any time through the Stripe billing portal associated with their account.
To cancel:
- Access your Stripe billing portal using the link provided with your subscription or billing information.
- Locate your active Tax Mastery Pro subscription.
- Select the option to cancel the subscription.
- Follow the prompts and confirm the cancellation.
Your cancellation is complete once Stripe confirms that the subscription has been canceled. Unless otherwise stated, access will continue through the end of the current paid billing period, and the subscription will not renew.
Customers should retain the Stripe cancellation confirmation for their records. Canceling through Stripe does not provide a refund or prorated credit for setup fees, monthly payments, or unused time remaining in the current billing period.
5. Data and Documents Before Cancellation
Customers are responsible for downloading and preserving any documents, client records, business records, reports, agreements, or other information they wish to keep before account access ends.
After cancellation becomes effective, access to the CRM and stored information may be restricted or removed. Tax Mastery Pro is not responsible for information a customer fails to export before account closure.
Any post-cancellation data assistance, restoration, migration, or special export request may be unavailable or subject to an additional fee.
6. Failed or Past-Due Payments
If a payment is declined, reversed, disputed, or past due, Tax Mastery Pro may:
- Retry the payment method
- Restrict or suspend account access
- Disable selected features
- Pause setup or support services
- Terminate the account
- Pursue unpaid amounts permitted by the customer agreement and applicable law
Suspension or termination for nonpayment does not eliminate amounts already owed.
7. Billing Disputes
Customers should contact Tax Mastery Pro promptly if they believe a charge is incorrect.
Submitting a chargeback does not automatically cancel a subscription. Customers must separately submit a cancellation request using the required cancellation process.
8. Exceptions
Refunds will only be issued when:
- Required by applicable law
- A duplicate payment was processed and verified
- Tax Mastery Pro approves a refund in writing under exceptional circumstances
Any voluntary exception applies only to that specific transaction and does not change this policy for future payments.
9. Acceptance of This Policy
By purchasing a Tax Mastery Pro subscription, paying a setup fee, or using the CRM, the customer acknowledges and agrees that:
All setup fees and monthly subscription payments are nonrefundable. The subscription may be canceled at any time, but cancellation does not provide a refund or prorated credit for payments already made.
Have a licensed attorney review this before publishing, especially once your payment processor, cancellation procedure, data-retention period, and exact third-party services are finalized.
