Terms of Service

Effective as of 2025. Welcome to taxtrail. This document outlines the terms and conditions for using our services, digital products, and physical goods. By accessing or using any part of our offerings, you agree to these terms.

1. Scope

These terms apply to all services, digital products, and physical goods provided by taxtrail.

2. Services

taxtrail offers guided tax preparation checklists and timely reminders designed for independent professionals. Our services include one-on-one guidance sessions, customized checklist creation, and scheduled notifications via email or SMS. All sessions are conducted online or by phone according to your preferred schedule.

Service Scheduling and Changes: Clients must book sessions through our site or by contacting us. You may reschedule a session up to 48 hours before the scheduled time by sending a request to Contact Us. We will make reasonable efforts to accommodate your new schedule.

3. Digital Products

Our digital products include e-guides, templates, and printable checklists in PDF format. After purchase, you will gain immediate access to download files. These items are licensed, not sold, and may be used for personal reference.

4. Physical Goods

taxtrail also offers branded stationery and printed planners. Physical goods are shipped from our facility at 290 Bremner Blvd, Toronto, ON M5V 3L9, Canada. Shipping times vary based on location.

5. Fees and Refunds

All purchases are subject to the fees displayed at checkout. Fees are final and non-negotiable.

5.1 Service Refunds

If you cancel at least 48 hours before a scheduled session, you will receive a full refund via your original payment method within 10 business days. If cancellation occurs less than 48 hours before the session, no refund is given due to resource planning efforts.

If taxtrail cancels a session, you will receive a full refund or may choose to reschedule at no extra charge.

5.2 Digital Product Refunds

You may request a refund for digital products within 14 days of purchase provided you have not downloaded or accessed the file. If you have initiated any download or accessed the material, no refund will be issued.

5.3 Physical Goods Refunds

You may send back unused goods in original condition within 30 days of receipt to qualify for a refund of the product cost. Shipping expenses are not refundable. Before sending products back, please contact us for shipping instructions. Once goods are received, refunds will be processed via your original payment method within 15 business days. Goods marked as final sale are not eligible for a refund.

6. Contact Information

If you have questions about these terms, need assistance, or wish to request a refund, please contact us:

7. Changes to These Terms

taxtrail may update these terms as needed. The effective date will be noted at the top of this page. Continued use of our site or services after changes constitute acceptance of the revised terms.

8. Governing Law

These terms are governed by the laws of the Province of Ontario and the federal laws of Canada. Any dispute arising under these terms will be resolved in the courts located in Toronto, Ontario.

9. Entire Agreement

These terms, together with any documents they reference, form the entire agreement between you and taxtrail regarding our services, digital products, and physical goods.