Refund Policy

1. Subscription Plans

DynaTax offers monthly and annual subscription plans. Annual billing is discounted relative to paying month to month. Posted prices may change over time — you will always be billed the rate shown at checkout and the then-current rate at each renewal.

1.1 Client Plans

• Free: $0/month — basic features to get started
• Starter: $29/month, or $290/year
• Growth: $49/month, or $490/year
• Pro: $99/month, or $990/year
• Pro Plus: $299/month, or $2,990/year
• Enterprise: Custom pricing — contact support@dynatax.ai

1.2 Professional Plans

• Free Trial: $0/month
• Solo Pro: $39.99 per seat/month, or $33.99 per seat/month billed annually
• Firm Plan: $150/month, or $124/month billed annually — includes 5 seats; additional seats $30/seat/month

1.3 Cancellation & Refunds

• Cancellation: You may cancel your subscription at any time from account settings
• Effective Date: Cancellation takes effect at the end of the current billing period
• Refunds: Subscription fees are non-refundable for partial months, partial years, or unused time in the current billing period
• Access: You retain access to paid features until the end of the billing period
• Data Export: You can export your data before cancellation takes effect
• Professional Plans: Marketplace listings are removed upon cancellation. Complete ongoing client work before cancelling to avoid disputes

2. Tax Filing Fees

2.1 AI Fee Estimate & Retainer

• 50% Retainer: Non-refundable once professional begins work on your return
• Before Work Starts: Full refund available if you cancel before professional acceptance
• Professional Acceptance: Once professional accepts case, refund only available if professional agrees

2.2 Final Payment

• Refundable Conditions: Refundable if return not completed within agreed timeframe
• Request Timeline: Must request refund within 30 days of final payment
• Dispute Process: Refund requests reviewed within 5 business days

3. Add-On Services

• E-Sign Envelopes: Non-refundable once envelope sent
• AI Tax Research: Non-refundable after query processed
• Lender Verification Package: Refundable if not delivered within 7 days
• Extra Storage: Prorated refund if cancelled mid-month
• Team Members: Non-refundable for current billing period

4. Refund Request Process

4.1 How to Request

To request a refund:

1. Email: support@dynatax.ai with "Refund Request" in subject line
2. Include: Account email, reason for refund, charge date/amount
3. Timeline: Within 30 days of charge
4. Response: We will respond within 5 business days

4.2 Refund Method

• Original Payment Method: Refunds processed to original payment method (credit card, bank account)
• Processing Time: 5-10 business days for refund to appear
• Processing Fees: Payment processing fees ($0.30 + 2.9%) are not refundable

5. Chargebacks & Disputes

If you dispute a charge with your bank/credit card:

• Account immediately suspended pending dispute resolution
• Access to tax documents and data restricted
• We will provide documentation to your financial institution
• If chargeback reversed in DynaTax's favor, account reinstatement requires payment of original charge plus dispute fees ($15)

6. Professional Fee Disputes

Disputes regarding professional tax preparation fees:

• First Step: Contact professional directly (per engagement agreement)
• Mediation: If unresolved, request DynaTax mediation at disputes@dynatax.ai
• Timeline: Mediation requests must be made within 30 days of final payment
• Process: DynaTax reviews case details, communications, and work product
• Resolution: Mediated resolution recommended (non-binding)
• Arbitration: Per Terms of Service, binding arbitration if mediation fails

7. Exceptions & Special Circumstances

7.1 Service Outages

If DynaTax experiences service outage preventing platform use:

• Outage >24 hours: Automatic 1-day credit applied to subscription
• Outage >7 days: Pro-rated refund for downtime period
• Notification: Email notification sent explaining credit/refund

7.2 Account Termination by DynaTax

If DynaTax terminates your account for Terms of Service violations:

• No Refund: Subscription fees are forfeited
• Data Export: 7-day grace period to export data before deletion
• Professional Fees: In-progress professional work paid per engagement agreement

7.3 Hardship Requests

In cases of demonstrated financial hardship:

• Email hardship@dynatax.ai with explanation and documentation
• We review on case-by-case basis
• May offer payment plan, temporary discount, or partial refund
• Not guaranteed - at DynaTax's sole discretion

8. Automatic Renewal Notice

Annual Plans: For subscriptions >$100/year, we send email reminder 7-15 days before renewal with:

• Renewal date
• Amount to be charged
• Link to cancel or update payment method

9. Questions

For questions about this Refund Policy or to request a refund: