1. Scope
This policy applies to one-time consultations, ongoing service orders, recurring compliance retainers, and any add-on tasks created through the TaxPlan Advisor platform.
- Consultation slots booked through the platform calendar.
- Service requests paid partially or fully in advance.
- Orders assigned to a consultant but not yet completed.
2. Client Cancellation Windows
Clients can cancel from the booking or order timeline in the dashboard. Eligibility depends on when the request is cancelled relative to the scheduled start time.
- 24 hours or more before the slot: treated as a standard cancellation.
- Less than 24 hours before the slot: marked as a late cancellation.
- After consultant start time: marked as a missed appointment unless a verified disruption is recorded.
3. Consultant-Initiated Cancellations
Consultants are expected to honor confirmed bookings. If a consultant must cancel, the platform automatically initiates reassignment support.
- Clients receive a notification and alternate slot options.
- Priority reassignment is attempted within the same service category.
- Repeated consultant cancellations can trigger quality review and listing restrictions.
4. Non-Cancellable or Restricted Cases
Certain orders move into a restricted stage once execution has started and consultant effort is already allocated.
- Government filing initiated with submitted credentials or challan references.
- Notice replies drafted and shared for approval.
- Workflows where statutory deadlines are within 24 hours.
In these situations, clients can still request reassignment or escalation, but direct cancellation may not be available.
5. Operational Charges and Documentation
Where permitted by law and disclosed at checkout, administrative charges may apply for late-stage cancellations. If a cancellation dispute is raised, we may ask for supporting evidence.
- Confirmation emails, dashboard logs, and meeting attendance records.
- Payment transaction IDs and invoice references.
- Proof of technical failure for interruption-based exceptions.
6. Exception Handling
We review exceptions for emergencies, severe technical outages, and platform-level disruptions on a case-by-case basis. Approved exceptions are usually resolved within 3 business days.
7. How to Submit a Cancellation Request
Self-service
- Open your service order or consultation card.
- Select "Cancel Request" and choose a reason code.
- Confirm with OTP if prompted.
Support-assisted
Email [email protected] with your order ID and registered phone number if dashboard cancellation is unavailable.
Important: This cancellation policy should be read together with our Refund Policy, Terms and Conditions, and service-level disclosures shown at checkout.