Subscription & Billing Terms

Plan: The subscription plan selected at signup.

Price: The price displayed at signup, per month, plus any applicable taxes.

Billing frequency: Monthly, in advance, on a recurring basis.

New subscribers receive a 30-day free trial. Here is exactly how the trial works:

A valid payment card is required to start the trial. You will not be charged during the free trial period.

Unless you cancel before the end of the trial, your subscription will automatically convert to a paid subscription and your card will be charged the price shown at signup on the first day after the trial ends, and then every month on that same billing date until you cancel.

We will send a confirmation of your trial start date, trial end date, price, and cancellation instructions to the email address on your account when you sign up.

One free trial per client. We reserve the right to decline trials where a prior trial was used.

By checking the authorization box at signup and starting your trial or subscription, you expressly authorize 1800 Tax Pros LLC (through our payment processor) to charge your payment card the subscription price on a recurring monthly basis until you cancel. A record of your authorization, including the date and time, is retained with your account.

Cancelling is as easy as signing up. You may cancel at any time:

Online: Log in to your portal and click “Manage Subscription” → “Cancel Subscription.” Cancellation takes effect immediately for future billing.

By phone: (281) 688-6608 during business hours.

By text or email: Reply to any of our messages or email info@1800taxpros.com with your cancellation request.

If you cancel during the free trial, you will not be charged. If you cancel after billing has begun, cancellation stops all future charges; your access continues through the end of the period already paid.

Charges already billed are non-refundable except where required by law or where we determine, in our discretion, that a billing error occurred. Cancelling prevents future charges but does not refund the current billing period. If you believe you were billed in error, contact us within 30 days of the charge and we will review it promptly.

We may change the subscription price with at least 30 days’ advance written notice (portal, email, or text). Price changes take effect at your next billing cycle after the notice period. If you do not agree to a price change, cancel before it takes effect.

If a charge fails, we may retry the payment and notify you to update your payment method. We may suspend dashboard access until payment is brought current. We do not charge late fees on subscription payments.

Cancelling the Subscription disconnects active bank feeds but does not delete your client records with our firm. Records are retained per our Privacy Policy and applicable record-retention laws. You may request an export of your dashboard data within 30 days of cancellation.