Effective Date: September 29, 2026
Last Updated: September 29, 2026
United eFile LLC (“United eFile,” “we,” “us,” or “our”) wants customers to understand the financial commitments associated with purchasing software, training, business services, and related products.
Because many United eFile products involve digital delivery, third-party software licenses, account provisioning, onboarding, or customized services, refund eligibility depends on the product purchased and whether fulfillment has begun.
This Refund & Cancellation Policy forms part of the United eFile Terms & Conditions.
1. Professional Tax Software
Unless a product-specific agreement states otherwise, a customer may request cancellation of an eligible professional tax software purchase within 30 calendar days of purchase, provided that:
Software credentials have not been issued or activated;
A third-party software license has not been provisioned or assigned;
The customer has not accessed or substantially used the software;
United eFile has not incurred a non-refundable third-party licensing or provisioning charge on the customer's behalf; and
The request otherwise satisfies this policy.
Once software has been activated, credentials have been issued, a license has been provisioned, or substantial access has been provided, the software purchase is generally non-refundable.
If a third-party software provider establishes different cancellation or refund requirements, those requirements may also apply.
2. Software Packages Containing Additional Services
Some United eFile packages combine professional tax software with additional services such as CRM access, websites, marketing tools, onboarding, consulting, training, or other business services.
If cancellation occurs before fulfillment begins, United eFile may approve a full or partial refund where permitted under this policy.
Once fulfillment of part of a package has begun, any approved refund may be reduced by:
Non-refundable software or licensing charges;
Completed onboarding or consulting;
Website design or development work already performed;
Domain, hosting, application, or third-party charges;
Completed training;
Setup, configuration, or implementation work;
Materials already delivered; and
Other services already performed or costs incurred.
United eFile may provide an itemized explanation when a partial refund is issued.
3. Websites, Branding, Marketing, and Custom Services
Deposits or payments for customized work may become non-refundable once work has begun.
Customized services may include:
Website design or development;
Branding;
Graphic design;
Marketing setup;
CRM configuration;
Workflow development;
Custom integrations;
Consulting;
Content development; and
Other customer-specific work.
If a project is canceled after work begins, the customer remains responsible for work completed and non-refundable expenses incurred through the cancellation date.
Any project-specific agreement or statement of work controls where its cancellation terms differ from this policy.
4. Training, Seminars, and Events
Cancellation terms for seminars, workshops, courses, conferences, or other scheduled educational programs may be stated during registration.
Unless otherwise stated, cancellation requests received before United eFile incurs non-refundable event costs may be eligible for a refund or credit at United eFile's discretion.
Completed training, downloaded materials, accessed digital courses, or attended events are generally non-refundable.
If United eFile cancels a paid event without providing a reasonable replacement, rescheduled date, or comparable credit, affected registrants will be eligible for an appropriate refund.
5. Service Bureau and Reseller Programs
Service bureau, reseller, referral, and similar business programs may be governed by separate written agreements.
Setup fees, licensing charges, implementation fees, deposits, and other program charges may be non-refundable once provisioning, onboarding, customization, or program activation begins.
Where a signed service bureau or reseller agreement conflicts with this policy, the signed agreement controls for that program.
6. Bank Products and Third-Party Charges
Fees, enrollment charges, financial products, or other amounts imposed by banks, software providers, payment processors, or other third parties may be governed by those providers' own refund and cancellation policies.
United eFile cannot guarantee refunds of amounts retained by or owed to third-party providers.
7. Subscription and Renewal Cancellations
Where a United eFile service renews automatically, customers may cancel future renewals according to the cancellation method and notice requirements disclosed for that service.
Canceling a future renewal does not automatically create a refund for a current subscription period that has already begun.
Unless otherwise stated, access to a canceled paid subscription may continue through the end of the period already paid for.
8. How to Request a Cancellation or Refund
To request a cancellation or refund, contact United eFile and provide:
Your name;
Business name;
Email address associated with the purchase;
Order or invoice number, if available;
Product or service purchased;
Purchase date; and
Reason for the request.
Requests may be submitted to:
Email: info@unitedefile.com
Phone/Text: 888-293-3453
Submitting a request does not itself guarantee refund eligibility.
9. Approved Refunds
Approved refunds will generally be returned through the original payment method where reasonably possible.
Processing times may vary depending on the payment processor, financial institution, and payment method.
United eFile is not responsible for processing delays caused by a customer's financial institution or payment provider after United eFile has initiated an approved refund.
10. Chargebacks and Payment Disputes
Customers are encouraged to contact United eFile before initiating a chargeback or payment dispute so we have an opportunity to investigate and resolve the matter.
Initiating a chargeback does not alter contractual obligations or automatically establish entitlement to a refund.
United eFile may provide relevant transaction records, agreements, fulfillment records, account-access records, communications, or other documentation to a payment processor or financial institution when responding to a payment dispute.
11. Exceptions and Applicable Law
United eFile may approve exceptions when appropriate.
Nothing in this policy limits refund, cancellation, or other rights that cannot legally be waived.
Product-specific written agreements, third-party provider requirements, or applicable law may establish different rights or obligations.
12. Contact United eFile
Questions regarding refunds or cancellations may be directed to:
United eFile LLC
PO Box 347
Reynoldsburg, Ohio 43068
Phone/Text: 888-293-3453
Email: info@unitedefile.com