Effective Date: 12/20/2023

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This is the Privacy Policy (the “Policy”) applicable to this website (hereinafter the “Site”). This Policy is subject to and must be read in conjunction with the Terms and Conditions of Use (“Terms”) of the Site. CEGSOFT.com, Taxmania.com, Experttax.com, Goedi.com, Followit.com and their respective applications (hereinafter “CEGSOFT” and the Site) does collect certain non-personal information and certain personally identifiable information that may be used to provide you (“you” or “User”) with customized services, content, newsletters, promotional invitations, surveys and/or advertisements.

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By using the Site you are accepting and agreeing to be bound by each of the Terms set forth in this Policy. CEGSOFT may modify this Policy at any time. Amended terms of this Policy are effective as of the date that they are posted. You should, therefore, review this Policy from time to time. Your access and use of the Site or any purchases or downloads made through the Site after the effective date of any amendment to this Policy means that you have accepted its amended terms. If you do not agree to be bound by (or cannot comply with) the terms of this Policy as amended from time to time, you agree that your sole remedy is to cease using the Site. Your continued use of the Site or any purchase or download made through the Site constitutes your agreement to be bound by the amended terms (that is, the then current terms) of this Policy.

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For purposes of this Policy, to use, access and/or visit the Site includes visiting the Site or any of its pages, requesting or obtaining any quote from CEGSOFT, making purchases or downloading through the Site, registering (partially or completely) in the Site, and/or logging in and out (“Use”).

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In order to streamline your shopping experience, and receive electronic communications about new products and Site and Service announcement updates, CEGSOFT recommends that you complete our registration form. Your information (both personally identifiable information and non-personally identifiable information) is collected when you register with the Site to receive certain services or products offered through CEGSOFT. CEGSOFT may also request and collect personally identifiable information when you opt to participate in sponsored programs CEGSOFT or any affiliates may offer from time to time, including but not limited to, promotional invitations, survey invitations, advertisements and/or other such promotions.

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CEGSOFT and/or its agents may collect your personal identifiable information when you Use the Site or when you register to Use the Site. CEGSOFT may also collect your personal identifiable information when you otherwise submit information to CEGSOFT, including instances when you do not complete any applicable registration process in its entirety. The type of personal identifiable information that CEGSOFT collects may include, without limitation, your: (a) full name; (b) email address and mobile telephone number; (c) age; (d) physical or mailing address; (e) tax group or corporate network; and (f) any and other information requested on the applicable registration form including computer ability, type of use and profession. CEGSOFT may contract or employ other companies, agents or entities to send mail or email to you, fix internal problems in relation to the handling personally identifiable information, analyze data, provide business and marketing analysis, and to perform other functions on behalf of CEGSOFT.

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CEGSOFT may use your personal information to provide or improve customer service, to provide you with information that you may request, customize your experience on the Site, and/or to contact you when necessary in connection with transactions you entered into. CEGSOFT may contact you through mail, email or over the phone (through calls or messages) to assist you, enhance your purchasing experience, provide you with offers or quotes, or inform you about opportunities available with CEGSOFT. CEGSOFT may use your personal information to analyze and manage its business and for any other internal purposes. CEGSOFT may use third parties to help operate the Site, its business or for any other product or activity.

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CEGSOFT reserves the right to release past or current personally identifiable information in the event that CEGSOFT believes that you are using or have used CEGSOFT’s products, services, and/or the Site (or any part thereof): (i) in violation of the Terms of the Site, as they may be amended from time to time; (ii) to break the law. Additionally, CEGSOFT may release your personally identifiable information if (i) such information is subpoenaed or ordered to be disclosed by any authority; (ii) CEGSOFT is sold, acquired or merges with any other entity; and/or (iii) CEGSOFT deems it necessary or appropriate to comply with applicable law or regulations.

By registering (partially or completely) at the Site, when you Use the Site to obtain, solicit, download or purchase any products from the Site, and/or through any other means and/or when submitting information to CEGSOFT, you agree that such acts constitute an inquiry and/or application for purposes of the Telemarketing Sales Rule (16 CFR §310 et seq.), as amended from time to time (the “Rule”), and any applicable state do-not-call regulations. As such, notwithstanding that your telephone number may be listed on the Federal Trade Commission’s Do-Not-Call List and/or on any applicable state do-not-call lists, CEGSOFT may contact you via telemarketing in accordance with the Rule and any applicable state do-not-call regulations.

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You agree to receive marketing from CEGSOFT, including but not limited to, text-message-based marketing. Even if your mobile telephone number is listed on any state and/or federal Do-Not-Call registries, CEGSOFT retains the right to contact you via text-message-based marketing in accordance with applicable state and federal laws.

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Except as otherwise provided in this Policy, or if CEGSOFT requests from you and obtains your permission to share your personally identifiable information with third parties, CEGSOFT shall not share your personally identifiable information with third parties.

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Personally identifiable information may be disclosed to the proper authorities in special situations where CEGSOFT has reason to believe that doing so is necessary to identify, contact or bring legal action against anyone damaging, injuring, or interfering (intentionally or unintentionally) with CEGSOFT’s rights, property, users, or anyone else who may be harmed by such activities. CEGSOFT may reveal personally identifiable information when it has been informed by law enforcement authorities or has established a good faith belief that the law requires CEGSOFT to do so.

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For privacy and security purposes, your CEGSOFT account information may be password and/or secret phrase protected. If the Site or any part or component thereof requires the use of a password or secret phrase, you have the responsibility to maintain the secrecy and/or integrity of your password or secret phrase by taking reasonable measures to ensure these are not misused. You must notify CEGSOFT immediately should you suspect that your password or phrase secrecy and/or integrity have been compromised.

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Non-personally identifiable information (including without limitation, the type of browser that you use and its version, your IP address, your location or your general geographic location, the operating system that you use and its version, and the domain name of your Internet service provider, aggregate information from all Site visitors and/or registered users) may be collected by CEGSOFT and used to analyze and improve CEGSOFT’s service and products and to design, customize, and improve the Site and for any other purpose, including but not limited to commercial purposes. CEGSOFT may share non-personally identifiable information with third parties.

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CEGSOFT may sell, rent, lease or otherwise provide the non-personally identifiable information that you supply to CEGSOFT (or that CEGSOFT generates from any non-personally identifiable or non-personally identifiable information or any other information) to any third party including, without limitation, as permitted by law to: (a) providers of direct marketing services and applications, including lookup and reference, data enhancement, suppression and validation; (b) e-mail marketers; (c) telemarketers; (d) text-based marketers; and (e) direct marketers. The aforementioned third parties may bring selected business, retail, product, service, sale, or other opportunities to you, with or without CEGSOFT’s endorsement.

When you visit or register in the Site, CEGSOFT may send a cookie and/or gif file (“Cookie”) to assign an anonymous, unique identifier to your Internet browser and/or your computer. A Cookie is a short string of data that allows our Site to remember who you are, serving much like a unique membership ID. CEGSOFT uses Cookies to remember reference keys to some of your Site preferences so that we can provide a more convenient experience during your next visit. A Cookie will be stored in your hard drive and contain non-personally identifiable information about you. You may delete and/or block Cookies from your browser, but this may affect the quality and/or performance of the Site. To disable and reject all Cookies, follow the instructions associated with your Internet browser. CEGSOFT reserves the right to retain Cookie data indefinitely. CEGSOFT reserves the right to retain personally identifiable information and non-personally identifiable information indefinitely.

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Nothing in this Policy shall be interpreted as CEGSOFT representing, offering, or guaranteeing any products, services or programs to you. CEGSOFT is under no obligation to provide or maintain any services or the Site. The Site may contain links to other websites (“External Links”). CEGSOFT is not responsible for the privacy practices of other websites. We encourage users to read the privacy statements of each and every website that collects personally identifiable information.

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All the information that we hold can be accessed through the user account. You may correct, amend, or delete the personal information we hold about you. An individual who seeks access, or who seeks to correct, amend, or delete inaccurate data can also submit a request to [email protected]. If requested to remove data, we will respond within a reasonable timeframe.

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Where the data to be collected or processing is optional, individuals are given choice. Where disclosure is optional and not necessary to provide the product or service, individuals have a choice and can opt-out of sharing. Users can contact  [email protected] for assistance in managing preferences where possible.  We do not charge fees for an individual to exercise this right.

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How To Contact Us

If you have any questions or concerns about our Privacy Policy or our data collection or processing practices, or if you want to report any security violations to us, please contact us at the following address or email: [email protected]

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Policy brief & purpose

This Data Protection Policy (the “Policy”) refers to CEGSoft (the “Company”) commitment to treat information of employees, customers, stakeholders and other interested parties with the utmost care and confidentiality.
With this Policy, we ensure that we gather, store, and handle data fairly, transparently and with respect towards individual rights.

Scope
This Policy refers to all parties (employees, job candidates, customers, suppliers etc.) who provide any amount of Information, as defined herein, to us.
Who is covered under the Policy?
Employees of our Company and its subsidiaries must follow this Policy. Contractors, consultants, partners, and any other external entity that gathers, stores, and/or handles Information for the Company are also covered. Generally, our Policy refers to anyone we collaborate with or acts on our behalf and may need occasional access to the Information we collect, handle, and store.

Policy Elements
As part of our operations, we need to obtain and process the Information we receive. This Information includes any offline or online data that makes a person identifiable such as names, addresses, tax group or corporate network, age, email address, etc. (collectively referred to as, the “Information”).
Our Company collects this Information in a transparent way and only with the full cooperation and knowledge of interested parties. Once this Information is available to us, the following rules apply.
Our Information will be:
• Used accurately for the purpose it was gathered;
• Kept up to date as reasonably possible;
• Stored until no longer needed for the purpose it was collected;
• Collected fairly and for lawful purposes only;
• Processed by the Company within its legal and moral boundaries; and
• Protected against any unauthorized or illegal access by internal or external parties.

Our Information will not be:
• Communicated to third   parties except as authorized in the Company Terms and Conditions of Use and/or the Company’s Privacy Policy;
• Transferred to organizations, states or countries that do not have adequate data protection policies;
• Distributed to any party other than the ones agreed upon by the Information’s owner (except for any legitimate requests from law enforcement authorities and/or as otherwise required by any applicable law, regulation or court or administrative order or the Company Terms and Conditions of Use and/or the Company’s Privacy Policy);
• In addition to ways of handling the Information, the Company has direct obligations towards people to whom the Information belongs. Specifically we will:
◦ Let people know which of their Information is collected;
◦ Inform people about how we’ll process their Information;
◦ Inform people about who has access to their Information;
◦ Have provisions in cases of lost, corrupted or compromised Information; and
◦ Allow people to request that we modify, erase, reduce or correct, within a reasonable time period, Information contained in our databases.
• Notwithstanding the above, Information may need to be released to entities outside of the Company. When a legitimate business reason exists for releasing Information, a written Nondisclosure Agreement (NDA), requiring the Information recipient’s agreement to maintain that Information in confidence and restrict its use and dissemination, must be obtained before disclosing the Information.

Actions
To exercise Information protection we’re committed to:
• Restrict and monitor access to sensitive Information;
• Develop transparent Information collection procedures;
• Train employees in online privacy and security measures;
• Build secure networks to protect online data from cyberattacks;
• Establish clear procedures for reporting privacy breaches or Information misuse;
• Establish Information protection practices (document shredding, secure locks, data encryption, frequent backups, access authorization etc.); and
• Our Information protection provisions will appear on our website.

Disciplinary Consequences
All principles described in this Policy must be strictly followed. A breach of this Policy will invoke disciplinary and possibly legal action by the Company against any person and/or entity that has caused the breach.

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General: The following payment policy (“Payment Policy”) is considered part of the Terms and Conditions (“Terms”) of the CEGSOFT website, located at http://www.cegsoft.com/terms or http://www.experttax.com (“Site”). By making any purchases through the Site (individually and collectively, the “Service”) you (“You”) are accepting and agreeing to be bound by each of the conditions of sale and other Terms set forth herein, including the Payment Policy.

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For the Expert Tax software license, this Agreement shall be effective as of the Effective Date and shall be in effect until December of the following year (the “Expert Tax Term”). For example, the Expert Tax software license corresponding to tax year 2023 will expire in December 2024. The license for the Expert Tax software will auto-renew each year in August. You will have the option to cancel or modify your license before the auto-renewal date.

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As consideration to obtain access to or Use any limited functionality of any part of the Expert Tax software, Licensee agrees to pay CEGSOFT the appropriate Fee for such specific functionality or part of the Expert Tax software. The Fee includes an annual fee that will provide the Licensee with access to the Expert Tax software for the duration of the Expert Tax Term. The Fee does not include filing fees that will be required before the submission or filing of tax returns electronically via the Expert Tax software.  The Fee may include free filing fees for a limited and specific number of filings and said amount will be established in the Billing Document.  There will be an additional filing fee foreach return filed in excess of those established in the billing document.  

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License Fees may be automatically collected, if both parties desire, through credit cards or other mechanisms, as they may be provided in the Billing Document. Filing fees will be grouped and automatically charged on a monthly basis on the first day of the following month of said filing, or when the filing fee outstanding debt reaches $1,000. This will require user to have a credit card or Bank account number registered on file.  Failure to have a valid payment method on file will cause the program to disable electronic filings beyond those included as part of the License Fee.

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There will be no prorated refunds or bills for early cancellations or late purchases.

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Eligibility & Price: With the exception of the SaaS Modules, whose Subscription shall be governed by the SaaS Term, and with the exception of the Expert Tax software, whose license term is described later on this section, this Agreement shall be effective as of the Effective Date. The license to the Software as provided herein shall last for the term provided in the Billing Document (the "Term”) as long as Licensee is current in the payment of any and all applicable Fees pursuant to Section 5 and the Billing Document (“Access Period”). The Software may operate, at CEGSOFT’s sole discretion, pursuant to a product authorization code which, when applied, will allow the Software to operate for its designated term, or until CEGSOFT terminates this Agreement because of Licensee’s failure to comply with any of its Terms.

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The Software or any part thereof may operate, at CEGSOFT’s sole discretion, pursuant to a product authorization code which, when applied, will allow the Software or any part thereof to operate for its designated purpose, or until CEGSOFT terminates this Agreement because of Licensee’s failure to comply with any of its Terms. For example, a product authorization code may provide for a certain number of Users or a certain number of client-side installations of the Software.

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The SaaS Term shall be for twelve (12) months following the Subscription, renewable for equal terms of twelve (12) months, to be paid upon renewal of each SaaS Term in either a monthly or annually manner.

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After the Term expires, Licensee or Subscriber must renew the license or subscription and accept the current Agreement for said renewal in order to be eligible for Software use, technical support and Software Updates. The Term shall only be renewed if Subscriber or Licensee submits the information required by CEGSOFT, pay the then applicable Fees, accept the then-current Agreement, and takes any other steps as may be required by CEGSOFT in connection with the renewal of the license. CEGSOFT is under no obligation to renew any license or subscription and makes no representations regarding renewals.

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For the Expert Tax software license, this Agreement shall be effective as of the Effective Date and shall be in effect until December of the following year (the “Expert Tax Term”). For example, the Expert Tax software license corresponding to tax year 2023 will expire in December 2024. The license for the Expert Tax software will auto-renew each year in August. You will have the option to cancel or modify your license before the auto-renewal date.

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Charges: If there is a charge associated with a portion of the Services, You agree to pay that charge. The price stated for the Service excludes all applicable taxes and currency exchange settlements, unless stated otherwise. You are solely responsible for paying such taxes or other charges. You also agree that, in addition to other amounts payable for the Services, you shall pay all local, state, and federal taxes (but excluding taxes imposed on CEGSOFT’s net income) levied or imposed by reason of the Services. You shall promptly pay to CEGSOFT an amount equal to any such taxes actually paid or required to be collected or paid by CEGSOFT. In the event You make a purchase using the Site, You will be required to provide CEGSOFT with Your credit card billing information. You agree to pay for all charges accumulated by You on the Site (100% of the total invoice).

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Billing: By providing CEGSOFT with a payment method, You (i) represent that You are authorized to use the payment method that You provided and that any payment information You provide is true and accurate; (ii) authorize CEGSOFT to charge You for the Services using Your payment method; and (iii) authorize CEGSOFT to charge You for any paid feature of the Services that You choose to sign up for or use while this Payment Policy is in effect. CEGSOFT may bill You (a) in advance; (b) at the time of purchase; (c) shortly after purchase; or (d) on a recurring basis for subscription Services. Also, CEGSOFT may charge You up to the amount You have approved, and CEGSOFT will notify You in advance of any change in the amount to be charged for recurring subscription Services. CEGSOFT may bill You at the same time for more than one of Your prior billing periods for amounts that have not previously been processed.

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Suspension of Services: If the invoicing for the Services is not successful due to insufficient funds on Your part, CEGSOFT may suspend or cancel the Services. Suspension or cancellation of the Services for non-payment could result in a loss of access to and use of Your account and its content.

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Automatic Renewal: On Your renewal date, CEGSOFT will renew Your contract automatically for the number of licenses associated with Your account at the end of Your one-year term unless You cancel or modify Your subscription to the Services. Provided that automatic renewals are allowed in Your country, province, or state, CEGSOFT will inform You by email before automatically renewing Your Services. Once CEGSOFT has informed You that Services will be automatically renewed, CEGSOFT may automatically renew Your Services and charge You the then current price for the renewal term. You must cancel the Services before the renewal date to avoid being billed for the renewal.

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Online statement and errors: CEGSOFT may provide You with an online billing statement on the Tenant Account Management website or by contacting [email protected], where You can view and print Your statement. This is the only billing statement that CEGSOFT provides. It is Your responsibility to print or save a copy of each online statement and retain such copy for Your records. If CEGSOFT makes an error on Your bill, You must tell CEGSOFT within 120 days after the error first appears on Your bill. CEGSOFT will then promptly investigate the charge. If You do not tell CEGSOFT within that time, You release CEGSOFT from all liability and claims of loss resulting from the error and CEGSOFT will not be required to correct the error or provide a refund. If CEGSOFT has identified a billing error, CEGSOFT will correct that error within 90 days.

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Canceling the Services: You may cancel the Services at any time, with or without cause. Information and direction on how to cancel Your Services is provided on the Tenant Account Management website or by contacting [email protected]. You should refer back to the offer describing the Services as (i) You may not receive a refund at the time of cancellation; (ii) You may be obligated to pay cancellation charges; (iii) You may be obligated to pay all charges made to Your billing account for the Services before the date of cancellation; and/or (iv) You may lose access to and use of Your account when You cancel the Services. If You cancel, Your Services will end at the end of Your current Service period or, if CEGSOFT bills Your account on a periodic basis, at the end of the period in which You canceled.

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Payments to You: If CEGSOFT owes You a payment, then You agree to timely and accurately provide CEGSOFT with any information CEGSOFT needs to make the payment. You are responsible for any taxes and charges You may incur as a result of such payment to You. You must also comply with any other conditions CEGSOFT places on Your right to any payment. If You receive a payment in error, CEGSOFT may reverse or require return of the payment. You agree to cooperate with CEGSOFT in its efforts to do this. CEGSOFT may also reduce the payment to You without notice to adjust for any previous overpayment.

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Internet access Services and charges: The Services do not include Internet access. You are responsible for paying the fees charged by Your Internet access or Wi‑Fi providers. Those fees are in addition to the fees You pay CEGSOFT for the Services. If You access the Services through wireless devices (for example, phones and tablets), Your wireless carrier may charge fees for alerts, web browsing, messaging, and other services that require the use of airtime and wireless data services. Check with Your carrier to verify whether there are any such fees that may apply to You. You are solely responsible for any costs You incur to access the Services through any wireless or other communication service.

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Credits and Refunds: All sales are final. Except as otherwise provided herein, any store credit(s) in Your account will be applied to purchases, and will not be paid to You as a refund. If a transaction exceeds the value or remaining balance of Your store credit(s), the balance of the purchase price must be paid by You. You can view Your store credit(s) balance at any time by visiting your profile at www.experttax.com.

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Penalties and additional fees: You agree that in the event CEGSOFT is unable to collect the fees You owe CEGSOFT, CEGSOFT may take any steps it deems necessary to collect such fees from You, and that You will be responsible for all costs and expenses incurred in connection with such collection efforts, including collection fees, court costs and attorneys’ fees. You further agree that CEGSOFT may collect interest at the lesser of one and a half percent (1.5%) per month, or the highest amount permitted by law on any amounts not paid when due.

• There is a $25 fee for declined transactions made within the monthly payment plan.
• A missed payment may result in a license cancellation any time.

Other terms: The prices displayed on the Site are quoted in United States dollars. In the event a product is listed at an incorrect price, CEGSOFT has the right to refuse or cancel orders placed for the product listed at the incorrect price, regardless of whether the order has been confirmed or Your credit card has been charged. If Your credit card has already been charged for the purchase and Your order is canceled by us, CEGSOFT will issue a credit to Your credit card account.

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Summary:

• Our SaaS Billing Policy applies to all subscription plans purchased via the Expert Tax website and paid for by credit card or self-serve invoicing.
• Any changes to the number of active members in your workspace will be reflected in your billing statement. If someone you’ve already paid for becomes inactive, we’ll add a prorated credit to your account for the unused time.

How you're billed for members

On paid plans, you’re billed for the number of members you purchased a subscription for. Some subscriptions, such as Expert Tax Teams Add-on apply to all active members in your account.

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Cancel subscription

Administrators can cancel a subscription at any time. Refunds will not be issued in case of cancellation. Some products have a 12 month commitment. Please contact sales if you have questions.

 

Adding new members during your billing period

If you’re on a paid plan and add new members partway through the billing period, we’ll only charge for the time used. We’ll keep track of this for you, and bill you accordingly. 

• If you pay monthly by credit card, we'll calculate the prorated     cost and bill you the following month for any new members added. 
• If you pay annually by credit card, we'll calculate the prorated     cost for the rest of the year, and bill you the at the next billing cycle     for any new members added. 
• If you pay annually by invoice and your workspace grows beyond the members you’ve already paid for, we’ll send you an invoice once per calendar quarter to settle any outstanding balances.

 

When you'll see credit card charges

You'll see the first credit card charge from Expert Tax subscription on the day you purchase a paid plan. Here are some other times you'll see charges:

• On your monthly renewal date if you pay monthly.
• On your annual renewal date if you pay annually.

Code of Conduct: As a User of the Site seeking customer support, it is important that you maintain a respectful and professional demeanor. Below are guidelines to follow to ensure a positive and productive interaction:

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1.    Be respectful and polite in your communication with support staff. Refrain from using profanity or abusive language.

2.    Provide clear and concise information regarding your issue or concern.

3.  Allow support staff time to investigate and resolve your issue. Do not demand immediate resolution.

4.    Do not make false claims or provide misleading information.

5.    Do not engage in any form of harassment or discrimination towards support staff.

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By following these guidelines, both customers and support staff can work together to resolve issues and maintain a positive and professional relationship.

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Violation of the Code of Conduct: If you violate the code of conduct, you may be given a warning or have your services suspended until you adhere to the guidelines. Failure to abide by the Code of Conduct may result in termination of the Service.

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