To request a refund, simply email us at support@clienttable.com. The email must be sent from the account owner’s email address.
Once your refund request is processed, your account will immediately be downgraded to the Free plan.
We strive to provide world-class customer service. Please don’t hesitate to reach out to our support team (support@clienttable.com) to discuss any concerns prior to cancelling.
We offer a full refund of the most recent payment in the prior 30 days. Refunds must be requested within 30 days of the original charge.
If you subscribed with an annual purchase, you cannot receive a refund after the 30-day window. No prorated refunds after 30-days.
ClientTable is the secure file sharing and client portal solution built for tax and accounting professionals. Impress your clients and streamline your workflow in today's virtual world.
