SmartVault Refund Policy

SmartVault Refund Policy

SmartVault accounts are set to auto-renew. To avoid being charged, cancellation must be made before the account renewal date. SmartVault does not issue refunds or credits for subscription charges once billed.

SmartVault offers monthly and annual billing options. We always recommend that customers requiring the most flexibility opt for our monthly billing plans. 

Monthly Billing

Changes in billing that occur from adding/removing users, changing your billing term, or upgrading or downgrading your SmartVault account will reflect in the following month’s billing. No refunds or credits are issued for any downgrades to plans or reduced users for any remaining part of the current billing month.

In the event of cancellation, billing stops immediately.  You will not be billed for the following month.  No refund or credit will be issued for any remaining part of the current billing month.

Annual Billing

Customers are notified 30-days from their renewal date of their billing amount. Changes such as adding/removing users, changing your billing term, or upgrading or downgrading your SmartVault account can be made within 30-days of the renewal date and will reflect at renewal.

After the renewal date, changes in billing from adding users or upgrading your SmartVault account will be billed on a pro-rated basis.

No refunds or credits are issued for removing users or downgrading your SmartVault account for any remaining part of the annual billing period.

In the event of cancellation, billing stops at the next annual renewal date provided that the account is canceled before that date.  No refund or credit will be issued for any remaining part of the annual billing period.

Digital signatures and seasonal licenses

No refunds or credits will be issued for the purchase of DocuSign digital signatures or seasonal licenses.

Training Services and Migration Services

No refunds are offered for Training or Migration Services if the SmartVault team has started the service. If a training or migration service needs to be delayed by the customer, they will have one year from the purchase date of the service to initiate the training service. After one year, if the training service is not completed, the customer will need to purchase an additional training or migration service. 

DocuSign Subscription

No refunds will be issued for downgrades or removing a DocuSign Subscription during your current annual billing cycle. If the customer removes a DocuSign Subscription, your billing page will reflect your new price at renewal. Please see our DocuSign Terms of Service for additional questions regarding DocuSign Subscription. 

Additional Add-On Products

No refunds will be provided during the current billing cycle for removing any add-on products. If the customer removes any add-ons, the new pricing will be reflected at their renewal.

Trialing Customers

Customers on a SmartVault trial have a 30-day money-back guarantee. After 30 days, the account will be set up on auto renewal either monthly or annually. 

 

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