Effective June 2026 (version 2026-06). You must read and accept this policy before making any payment to DeferAlly.
This policy applies to every payment made to DeferAlly ("DeferAlly," "we," "us") for our software and services, including Professional and Elite subscriptions, the CRM integration add-on, and Custom or white-label builds ("Custom Builds"). It forms part of our Terms of Service. DeferAlly is a software provider, not a Qualified Intermediary, and this policy does not cover exchange funds, which are held by your firm or your Qualified Intermediary.
If you are unhappy with the service, you may request a refund within 30 calendar days of your first subscription payment (the "Refund Window"). The guarantee applies only to a firm's first paid subscription with DeferAlly.
Custom Builds require significant design, engineering and setup effort that is dedicated to your firm and can't be reused or resold. For that reason, all Custom Build fees, including deposits, setup fees and milestone payments, are non-refundable once work begins. Work begins at the earliest of: the project kickoff meeting, the start of discovery or design, or the start of development.
If a Custom Build is cancelled before it's finished, fees already paid are kept and fees for work completed up to the cancellation date remain due.
The monthly subscription that begins after your Custom Build goes live has its own 30-day satisfaction guarantee. You may request a refund of that first monthly subscription payment within 30 days of the go-live date. This guarantee never covers the build fees.
The one-time CRM integration fee (currently $7,699) is non-refundable once setup begins. Setup begins when you connect a HubSpot or Salesforce account to DeferAlly or when our team starts configuring your integration, whichever happens first. If setup hasn't started, you may request a refund within 30 days of purchase.
| Purchase | Paid | Refund if requested within 30 days |
|---|---|---|
| Professional, monthly ($2,499/mo) | $2,499 | $2,499, less processing fees |
| Professional, annual ($24,990/yr) | $24,990 | $22,491 ($24,990 minus one month at $2,499), less processing fees |
| Elite, monthly ($5,998/mo) | $5,998 | $5,998, less processing fees |
| Elite, annual ($59,980/yr) | $59,980 | $53,982 ($59,980 minus one month at $5,998), less processing fees |
| CRM add-on ($7,699 one-time) | $7,699 | $0 once setup has started |
| Custom / white-label build fee | Varies | $0 once work has started |
Prices shown are current list prices before taxes. Your refund is based on the amount you actually paid.
Refund requests must be made in writing by the account owner, by email to support@deferally.com, and must reach us within the Refund Window. Please include your firm name, your account email and the reason for your request. Requests made by phone, chat or through Ally are not accepted. Approved refunds are issued to the original payment method within 10 business days. Your bank may take additional time to post the refund.
When a refund is issued, your subscription is cancelled and access to DeferAlly ends on the date of the refund, including access for your team and your clients' portal. You then have 30 days to request an export of your data. After that window closes, your data may be permanently deleted. You remain responsible for keeping your own records of your clients' exchanges and deadlines.
You may cancel at any time from your billing settings. If you cancel outside the Refund Window, you keep access until the end of the period you've paid for and no partial refund is issued.
Please contact us before disputing a charge with your bank. If you file a chargeback instead of requesting a refund under this policy, we may suspend your account while the dispute is open. We will provide your record of agreement to this policy to the card issuer, and amounts not refundable under this policy remain due.
You agree to this policy by ticking the Refund Policy box before paying. We record the date, time, policy version and the device information of each agreement. The version of this policy in effect when you made a payment applies to that payment. We may update this policy for future payments by posting a new version on this page.
Questions about this policy? Email support@deferally.com.