Section A: Customer information
SwiftFP Cancellation & Refund Request
What would you like to request?
*
Cancellation only
Refund only
Cancellation and refund
Company / Business Name
*
Primary Contact Name
*
Phone
*
Email Address Associated With Account
*
Address
Business / Billing Address *
Country
Enter your country
State
City
Postal Code
SwiftFP Account Name
EFIN (if applicable)
Section B: Purchase information
Product or Service Purchased
*
Select product or service
Original Purchase Date
*
Dollar Amount Paid
$
Invoice / Order Number
Purchase Type
*
New purchase
Annual renewal
Promotional purchase
Not sure
Section C: Reason for cancellation
Primary Reason
*
Please Explain Your Request
*
Section D: Software and service usage
Have you activated or accessed the software?
Yes
No
Have any tax returns been prepared or transmitted?
Yes
No
Have you received training or onboarding assistance?
Yes
No
Section E: Refund details
Requested Refund Amount (optional)
$
Supporting Documentation (optional)
Section F: Customer acknowledgment
I confirm
*
I am the account holder or authorized representative of the business.
I have reviewed
*
The SwiftFP Cancellation & Refund Policy and understand that submitting a request does not guarantee refund approval.
I understand
*
Applicable service fees, deductions, and product-specific terms may affect refund eligibility.
Electronic Signature / Full Legal Name
*
Clear
Submit