Refund & Cancellation Policy

Version 2026-10-04. This policy applies to every package sold through BusinessPlanPilot.

1. Before you submit your questionnaire

If you have paid but have not yet submitted your questionnaire, you can cancel and receive a full refund. Your plan is prepared at the moment you submit, so nothing has been produced yet.

2. After you submit your questionnaire

Once you submit, the software prepares your documents straight away and they are delivered to your account. Because the package is a digital product that is produced and delivered immediately, we do not refund a package after your questionnaire has been submitted and the documents have been produced, except in the cases below.

3. When we will refund in full

• we could not deliver your documents because of a fault on our side that we were unable to fix;
• you were charged more than once for the same order, or charged an amount that was not the price shown at checkout.

4. How to ask

The 14-day limit does not apply to billing mistakes: a duplicate charge, or a charge that is not the total shown at checkout, will be corrected whenever it is reported. A refund includes the tax charged on the refunded amount.

Email advisor@thebookkeeping.ca from the address on your account with your order details (for an ordinary refund request, within 14 days of payment). We will tell you whether the request is eligible. Approved refunds are issued by us to the original payment method; your bank or card issuer controls how long it takes to appear. Refunds are handled by a person, not automatically.

5. Your other rights

Nothing in this policy limits any rights you have under consumer-protection law that cannot be waived.