Effective Date: September 28, 2026
This policy applies to all TaxLogistics LLC products: TaxSlayer Pro licensing, TaxLogi CRM subscriptions (Genesis, Pinnacle, Infinity), AI Add-Ons, Website Launch & CRM Setup, and Service Bureau enrollment. By completing a purchase, you agree to these terms.

Billing Error Exception

Verified duplicate charges or incorrect billing amounts caused solely by a TaxLogistics system error will be refunded within 10 business days of written verification. Billing error claims must be submitted to [email protected] within 30 days of the charge date.

Subscription Billing Cycles

TaxLogi CRM subscriptions renew monthly on the enrollment anniversary date. Failed payments are retried up to 3 times over 7 days. Accounts unpaid beyond 7 days are suspended. No pro-rata refunds for partial billing periods.

Cancellation Terms

Email [email protected] with subject: CANCELLATION REQUEST. Include your full name, registered email, and cancellation date. Cancellations are not accepted by phone. Requests on or before the 5th of the billing month take effect at month end. Requests after the 5th take effect the following month end with one additional billing cycle charged. Confirmation sent within 2 business days.

Data Retention After Cancellation

Account data is retained for 30 days after the effective cancellation date then permanently deleted per IRS Publication 4557 and the FTC Safeguards Rule. You are solely responsible for exporting data before cancellation. No recovery is available after the 30-day window.

Chargeback and Dispute Policy

Contact [email protected] with subject: BILLING DISPUTE before filing a chargeback. TaxLogistics responds within 3 business days. Unauthorized chargebacks result in: immediate service termination, denial of future enrollment, and recovery of disputed amounts plus all card network fees and legal costs. Legitimate billing errors will not be contested.

Service Termination Conditions

TaxLogistics may immediately terminate service for: non-payment beyond 7 days, unauthorized chargeback, EULA or Bureau Terms violation, EFIN or PTIN misrepresentation, fraudulent return preparation, or conduct threatening platform integrity. No refund is issued upon termination for cause.

Governing Law

This policy is governed by the laws of the State of Georgia. Disputes are subject to the exclusive jurisdiction of courts in Bulloch County, Georgia. Both parties waive the right to jury trial for any dispute under this policy.

Policy Updates

TaxLogistics may update this policy at any time with 14 days notice to active subscribers via email. Continued use after the effective date constitutes acceptance. Questions: [email protected].