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Refund & Cancellation Policy for Paid Listings, CRM, and Backend Services (For Professionals)

Refund & Cancellation Policy for Paid Listings, CRM, and Backend Services (For Professionals)

Effective Date: 3rd July 2025

Applicable To: Chartered Accountants (CA’s), Advocates/Lawyers, Tax Consultants, and other verified professionals who have subscribed to paid plans for:

  • Business Directory Listings
  • CRM, HRMS, and Consultation Management Tools
  • Software Modules (Video Consultation, Booking Tools, File Storage, etc.)

1. Nature of Service & Scope

Taxoday provides intangible digital services, which include:

  • Verified professional profile listing on the platform
  • Access to CRM/HRMS backend tools
  • Lead generation via the client-pull model
  • Online booking and consultation systems
  • Document storage and sharing modules
  • Video conferencing integrations
  • Dashboard analytics and performance reports

Important: These services are deemed used upon activation or access enablement. Subscription fees are for software access and listing exposure, not performance-based (i.e., lead volume or client conversion).

2. Refund Eligibility & Scope

Refunds are strictly limited to the following scenarios:

a. Service Activation Failure (Technical Fault)

  • If the subscribed services (CRM/HRMS tools or Listing) are not activated due to a verified technical issue on Taxoday's end (e.g., server-side error, platform downtime), and taxoday fail to restore in 10 working days, and the professional opts not to proceed, a 100% refund may be granted.
  • The refund request must be raised within 7 calendar days of payment.

b. Duplicate/Erroneous Payment

  • If the same payment is made more than once due to a user-side or gateway issue, the excess amount will be refunded post-verification.
  • Screenshots and payment IDs must be submitted with the request.

c. Non-Activation Beyond Reasonable Timeline

  • If the services are not activated within 15 working days of payment without a valid reason or communication delay from Taxoday, the user may request cancellation.
  • In such cases, a refund may be approved after deducting applicable payment gateway and administrative charges (up to 5%).

3. Non-Refundable Conditions

Refunds will not be provided in the following cases:

  • Services have been activated, even if not used by the professional.
  • Leads or consultation requests have been received or accessed.
  • Discontent over UI/UX, design layout, placement of listings, or frequency of inquiries.
  • Professional’s inactivity or failure to update the calendar or respond to client leads.
  • Temporary service interruptions due to maintenance or upgrades (as per fair usage).
  • Suspension or delisting resulting from violations of:
    • Taxoday Terms of Use
    • Applicable Code of Conduct (ICAI, BCI, ICSI, etc.)
    • Professional Ethics or Legal Compliance
  • Any trial or promotional plan once availed of or upgraded.
  • Refunds will not be issued once access is granted to CRM, HRMS, or consultation management tools, regardless of whether the professional has used or explored the tools.

4. Cancellation of Subscription

You may cancel your subscription at any time by notifying support@taxoday.com

  • No partial or pro-rata refunds are issued for unused days or early cancellation.
  • Your listing will remain active till the end of the paid subscription period. In case you wish to remove the listing proactively, kindly email us at support@taxoday.com

5. Plan Modifications (Upgrades / Downgrades)

Upgrades:

  • Professionals may upgrade at any time by paying the difference in plan cost.
  • The upgrade is activated within 2 working days of confirmation/payment.

Downgrades:

  • Requests are applied from the next billing cycle.
  • No refund or credit is issued for downgrading mid-cycle.

6. Platform Delisting & Termination Policy

Taxoday holds the right to suspend, delist, or permanently terminate any professional’s profile if found in violation of:

  • Platform Terms and Conditions
  • Code of Conduct or Misuse of Client Leads
  • Ethical Norms laid out by ICAI, BCI, or related professional bodies
  • Engaging in fraudulent or misrepresentative practices

Note: No refund will be granted for termination under such violations.

7. Refund Request Submission Process

To request a refund, the professional must:

  • Email: support@taxoday.com
  • Subject: “Refund Request – [Registered Name]”
  • Include:
    • Payment date and reference ID
    • Registered email/phone number
    • Reason for refund
    • Supporting screenshots (if applicable)

Processing Time:All verified refund requests (if eligible) will be processed within 10–15 working days, subject to internal approval and verification protocols.

8. Dispute Resolution

Any disputes regarding payment or services must be raised within 30 calendar days of the transaction. After this period, the matter will be considered closed from a refund perspective.

9. Modification of Policy

Taxoday reserves the right to modify this Refund & Cancellation Policy at any time. Updates will be posted on the platform, and continued use of services implies acceptance of the revised terms.