Refund policy

Cancel any time

A company admin cancels from Settings, Billing. Nothing ends that day: the plan runs to the end of the period you have already paid for (the month, or on annual billing the paid year), nothing further is charged, and you can resume before the period closes. Canceling does not refund the unused days of that period; the next section names the one case where a period's payment can be refunded.

Canceling during a Section 16 free trial charges nothing. The plan runs to the trial's last day, no payment is taken, and the company moves to free Monitor. There is nothing to refund.

Your company's records (audit history, documents, invoices) stay readable after the plan ends.

No refund once a filing has been transmitted

When TakePublic has transmitted a filing to EDGAR for your company during a billing period, the fees for that period are not refunded, and neither is the one-time Core onboarding fee charged with it. The work those fees paid for has been done. A filing transmitted during the Section 16 free trial counts as transmitted in the first paid period that follows it.

Before any filing has been transmitted in a period, you may ask us to refund that period's payment in full; we review each request and reply within five business days. A refund ends the plan on the day it is issued, and a Section 16 company then moves to free Monitor with its records readable.

These rules apply per billing period. On annual billing the period is the paid year: before any filing has been transmitted in that year, its payment can be refunded in full on request; once a filing has been transmitted in that year, none of that year's payment is refunded.

Charges made in error

A charge Stripe made in error, such as a duplicate charge for one invoice, is refunded in full when you tell us about it.

If two checkouts are paid for the same workspace, that workspace keeps one subscription and the duplicate is refunded automatically, with no request needed.

Plan changes are prorated, not refunded

Moving to a higher plan charges the difference for the rest of the current period on the day you switch. Moving to a lower plan credits the unused part of the current period to your account, where it applies to future invoices; Billing shows the credit balance. A credit balance is not paid out while the subscription is active. If the subscription ends with a credit balance left, email us and we refund it.

How to ask

Email hello@takepublic.com from a company admin's address with the company name, the invoice date or amount, and the reason. We reply within five business days. Refunds are issued through Stripe to the original payment method and usually arrive within five to ten business days; Stripe's own timing applies. A refund of a payment made by bank debit (ACH) can take up to five business days after it is issued to reach the bank account. Sales tax collected on a refunded charge is refunded with it. Every refund appears on Settings, Billing as a Refund line with its amount and status.

Companies we cannot serve

Sanctions screening and the check on where a company is based run before checkout, so a company we cannot serve is not charged. If we later end the Service because the law does not let us serve a company, we refund the unused part of the current period where the law allows the refund to be paid.

Your legal rights

Where the law that applies to you gives you a refund right this policy does not, the law applies. Nothing here limits a right you cannot waive.