Cancellation and Refund Policy

Try before you pay

Every plan starts with a 14-day free trial that includes 100 documents and needs no card, so you can test TaskAutomate on your own invoices before paying anything.

Cancelling

• Cancel any time from Settings → Billing, or by emailing support@taskautomate.io.
• Cancellation stops the next renewal. You keep full access until the end of the period you have paid for.
• Your data stays exportable until the period ends.

Refunds

• Charged in error: duplicate payments, or a renewal charged after you had cancelled, are refunded in full.
• Annual plans: if you cancel within 7 days of your first annual payment, we refund it in full.
• Feature removed: if we remove a feature that is a material part of your paid plan, we refund the unused part of your prepaid fees.
• Otherwise: payments for a period that has started are not refunded, and we do not refund part-used months.

How refunds are paid

Email support@taskautomate.io from your account's email address with your organisation name and payment date. We confirm eligible refunds within 3 business days and return them to the original payment method through Razorpay. Your bank usually credits them within 5–7 business days after that.

These rules sit alongside our Terms of Service.