How to Request a Refund

At Traderfyles, we strive to ensure that every user has a seamless and satisfactory experience with our app. If you encounter any issues or find that you require a refund, we're here to help. Requesting a refund is straightforward and can be done in a few simple steps.

Steps to Request a Refund:

1. Log into the Software: We have a chat feature located in the bottom right of the software. Chat with us 🙂.
2. Use the Chat Beacon in Help Center: You can easily get in touch with us through the chat beacon located at the bottom right of the screen within our Help Center (which is where you are now as you are reading this 🙂).
3. Send Us an Email: Alternatively, if you prefer emailing us directly, reach out at hello@traderfyles.com with your refund request and account details.

Refund Eligibility

Purchases of a TraderFyles paid tier are eligible for a refund if:

• The refund request is submitted within six (6) months of the original purchase date; and
• No credits from the purchased tier have been used to generate a tax report.

If both conditions are satisfied, the purchase is eligible for a full refund.

Non-Refundable Purchases

The following are not eligible for refunds:

• Paid tiers when the refund request is submitted more than six (6) months after the purchase date.
• Paid tiers where credits have been used to generate a tax report.
• Remaining or unused credits after a tax report has been generated.
• Purchases of individual credit lots or additional credits.

Uploading documents, entering information, or otherwise accessing the software does not by itself make a purchase non-refundable. Refund eligibility is lost once credits are used to generate a tax report or once the six-month refund period expires.

Refund Examples

Example 1: John creates an account at TraderFyles and purchases the Essential tier. He does not use any credits and requests a refund three months after his purchase. Because the request is made within six months of purchase and no credits have been used, John is eligible for a full refund.

Example 2: John creates an account at TraderFyles and purchases the Essential tier. He creates a new 1099-B Match tax report, uploads files, and generates the report. John's account uses 1,000 credits.

At this point, John's is no longer eligible for a refund because he used credits to generate a tax report. The reason for this is because after a tax report is created, the tax report will remain in the software for the user to perform any necessary action to generate tax documents. We only charge for the generation of tax reports. Tax documents generated from a tax report are always free.

Example 3: John purchases the TraderFyles Essential tier but never generates a tax report. Eight months later, he requests a refund.

Although John did not use any credits, the request was submitted more than six months after the original purchase date. The purchase is therefore no longer eligible for a refund.

When to Contact Us

If you meet the conditions outlined in our refund policy and believe you are eligible for a refund, please don’t hesitate to reach out using the chat beacon or email. Our team is dedicated to assisting you promptly and efficiently.

By following these instructions, you can smoothly initiate a refund request with Traderfyles. We're committed to ensuring your satisfaction and are here to assist with any concerns or queries you might have regarding our services.