Frequently Asked Questions

Can I pay monthly?

Yes, but the first user requires an annual commitment and is billed upfront for 12 months. Additional users can be billed monthly. This policy helps us ensure dedicated infrastructure setup and maintenance costs for your practice. Seasonal staff can always be added with monthly billing.

What's included in the free trial?

Your 14-day free trial includes full access to all features, unlimited client invites, and complete platform functionality. You'll get to experience everything TaxHubCRM has to offer with no restrictions.

Can I switch plans later?

Yes, you can upgrade or downgrade your plan at any time. When upgrading to a team plan, you'll get immediate access to additional features. Changes take effect on your next billing cycle.

Do you offer refunds?

We offer a 30-day money-back guarantee for annual subscriptions. If you're not satisfied with TaxHubCRM, contact our support team within the first 30 days for a full refund.

What kind of support do you provide?

All plans include email support. Team plans get priority support with guaranteed response times and a dedicated account manager. We also provide comprehensive documentation and video tutorials.

Is my data secure?

Yes, we use bank-level encryption and security measures. Your data is stored in secure, dedicated databases with regular backups. We're compliant with industry standards and best practices for data protection.

Can I import my existing client data?

Yes, TaxHubCRM supports importing client data from CSV files and various popular tax software. Our team can assist with data migration for larger practices.