Understand Our Cancellation Policy
SwiftFP reserves the right to refuse or cancel any membership of SwiftFP. If SwiftFP refuses a new or renewing membership, you will be offered a refund subject to the SwiftFP refund policy. Refunds will not be provided for any membership that has been renewed from a prior year membership. All new orders are subject to the following terms.
New Memberships Ordered After April 15, Before November 1
- Cancellations received within 72 hours of membership purchase will be offered a complete refund minus a $150 service fee and any other applicable fees.
- Cancellations received within 30 days of purchase will receive a full refund minus a $150 service fee and any other applicable fees, such as but not limited to, training fees and any outstanding fees due to SwiftFP. There will be no refund issued for cancellations after 30 days.
New Memberships Ordered After November 1, but Before April 15
- Cancellations received within 72 hours of membership purchase will be offered a complete refund minus a $150 service fee and any other applicable fees.
- Cancellations received within 10 days of purchase will receive a full refund minus a $150 service fee and any other applicable fees, such as but not limited to, training fees and any outstanding fees due to SwiftFP. There will be no refund issued for cancellations after 10 days.
Fees & Exclusions
Review the fees and purchase types that may affect refund eligibility.
Service Fee
A $150 service fee will be applied to all cancellations, along with any other applicable fees. Refunds will be processed only after the cancellation request is reviewed and approved by SwiftFP.
Complimentary CPE Credits
If you received free CPE credits at the time of purchase, these fees will be deducted when your refund is processed at a rate of $65.
Renewed Memberships
Refunds will not be provided for any membership that has been renewed from a prior year membership.
Secure Your Software Promotions
Refunds will not be issued for customers who took advantage of the Secure Your Software promotions under any circumstances. The discounted payment made to lock in the price is nonrefundable.
How the Request Process Works
Our team reviews each request and communicates the next steps.
Submit
Complete the form with your business and purchase details.
Review
We verify your account and evaluate the applicable terms.
Decision
Our team follows up with the decision or requests additional details.
Submit Your Cancellation & Refund Request
To initiate a refund request, you must complete the Cancellation & Refund Request Form with all necessary information to begin the review process. The form must include the company name, primary contact name, account number, address, order date, and reason for cancellation.
Submitting a request does not automatically cancel services or guarantee a refund.
Need Assistance?
Have questions about your request or account? Our team is available to help.
About Company
SwiftFP has provided innovative tax software solutions and services to tax professionals across the country for over ten years. We are a customer focused company with long-term strategic partnerships with industry-leading transmitters, financial product processors and other tax industry-related products.
Managed by MK Management Group
Contact Us
Columbus, OH 43206
Email: sales@swiftfp.com
Phone: (888) 550-6119
Fax: (614) 500-4387
Quick Links
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About Company
Swift FP has provided innovative tax software solutions and services to tax professionals across the country. We are a customer focused company with long term strategic partnerships with industry leading transmitters, bank product processors and other tax related financial products.
Managed by MK Management Group
Contact Us
Columbus, OH 43206
Email: sales@swiftfp.com
Phone: (888) 550-6119
Fax: (614) 500-4387
Quick Links
Subscribe
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