Effective August 24, 2026 · Version 1.0
Refund Policy
A standard refund is available when all three conditions below are satisfied. The application records the relevant status when the request is submitted.
Standard eligibility
- The request is submitted no later than 30 calendar days after the confirmed initial purchase.
- No more than 50% of the required questions on the customer’s active questionnaire branch have been completed.
- No saved plan version has been designated as the Current plan.
Generating a review copy does not by itself eliminate standard eligibility unless a version has been designated Current.
Requests outside the standard conditions
You may still submit a request. It will be considered as an exception, but submission does not promise approval. The administrator records the decision and reason.
How refunds are returned
An approved refund is normally returned to the original payment method through the payment provider. Timing after processing is controlled by the payment provider and financial institution. When processing is complete, paid planning access closes unless the administrator records a different authorized result.
Renewals
A renewal refund request is reviewed according to the circumstances, use of the renewed access, and applicable law. It is not automatically covered by the initial-purchase standard above.
How to request a refund
Sign in, open Access and Billing, and submit the structured refund request. You will receive status communications without plan content or attachments.