Refund and Cancellation Policy
Effective Date: April 14, 2025
At Omnius, we are committed to delivering high-quality accounting, bookkeeping, tax services, and other services that meet our clients’ needs. However, we understand that there may be circumstances where you might seek a refund or cancellation of services. This policy outlines the terms under which refunds and cancellations are granted.
- 1. General Terms
This Refund and Cancellation Policy applies to all services provided by Omnius, including but not limited to accounting, bookkeeping, tax preparation, financial analysis, and advisory services.
Refunds and cancellations are subject to the nature of the services purchased, as described below, and must adhere to the procedures outlined in this policy.
This policy is designed to ensure fairness and clarity for both parties and to comply with our payment processing guidelines.
- 2. Service-Specific Refunds
- 2.1 Accounting and Bookkeeping Services
Pre-Initiation Refunds: If you wish to cancel accounting or bookkeeping services before they have commenced, a full refund may be issued, provided the cancellation request is made within 2 days of payment.
Partial or Completed Services: Once accounting or bookkeeping services have begun or are partially/completely rendered, refunds will not be granted. Exceptions may be made in cases of non-performance, subject to investigation and verification of the claim by Omnius.
Monthly Retainers: If you have entered into a monthly retainer agreement, cancellations may be made at the end of the current service period (monthly cycle), with written notice provided at least 5 days prior to the month end. Any payments made for unused services beyond the current cycle will be refunded.
- 2.2 Tax Services
Pre-Filing Refunds: If tax services have been purchased but not yet initiated, you may request a cancellation and full refund, provided the request is made within 2 days of payment.
Post-Filing Services: No refunds will be issued once the tax return has been prepared. In the case of errors attributable to Omnius, we will rectify the issue at no additional cost, but refunds will not be applicable for the completed service.
- 2.3 Advisory and Consulting Services
Cancellation Before Engagement: Advisory and consulting services can be canceled prior to the start of the engagement. Full refunds will be issued for cancellations made within 2 days of payment, provided that the engagement has not commenced.
No Refund for Rendered Services: Once advisory or consulting services have commenced or been fully provided, no refunds will be issued. If a material defect in the service is identified, we will make reasonable efforts to correct the issue.
- 3. Cancellations
- 3.1 Cancellation of Ongoing Services
Notice Period: Services that have been delivered up to the point of cancellation will not be refunded, and clients are responsible for any outstanding invoices related to rendered services.
Pro-rata Refunds for Prepaid Services: For clients who have prepaid for services, a pro-rata refund may be provided for the unused portion of the service, minus any applicable cancellation fees. The pro-rata refund will be calculated based on the portion of work completed at the time of cancellation.
- 3.2 One-Time Services
Before Work Commences: One-time services, such as financial analysis or special consulting projects, may be canceled for a full refund if the cancellation request is received before any work has commenced.
After Work Commences: No refunds will be issued for one-time services once work has started or been completed.
- 4. Refund Procedure
- 4.1 Requesting a Refund
To initiate a refund, clients must submit a written request to our support mail within 2 days of the payment date. The request should include the payment receipt, service details, and a reason for the refund.
Refund requests will be reviewed on a case-by-case basis and processed within 15 days after the refund request has been approved by Omnius.
- 4.2 Refund Method and Timeline
Refunds, once approved, will be processed back to the original payment method (credit card, bank account, etc.) used for the purchase. Clients will be notified once the refund has been initiated.
- 5. Disputes and Issue Resolution
- 5.1 Service Discrepancies
If you believe there has been a discrepancy in the services provided, please contact us at admin@omniusgroup.ca immediately. We will investigate the issue and work with you to resolve any concerns.
In cases where services rendered do not meet the agreed-upon standards, Omnius may, at its discretion, offer a service revision or partial refund.
- 5.2 Mediation and Arbitration
If a dispute arises between you and Omnius, our goal is to resolve the dispute quickly, cost-effectively, and in a friendly way.
If the dispute cannot be resolved directly between the client and Omnius, the client agrees to resolve it under the dispute resolution provisions as stated in the Terms of Use, section 9. “User Claims and Dispute Resolutions.”
- 6. Non-Refundable Services and Exclusions
- 6.1 Digital and Downloadable Products
Any digital products, downloadable resources, or reports delivered electronically are non-refundable once accessed or downloaded.
In cases where technical issues prevent access, clients may request assistance or replacement.
- 7. Changes to the Refund and Cancellation Policy
Omnius reserves the right to modify or amend this Refund and Cancellation Policy at any time. Changes will be effective immediately upon being posted on our website, and clients will be notified of significant updates via email.
It is the client’s responsibility to review the policy periodically for any changes. Continued use of our services after modifications implies acceptance of the revised policy.