Subscription, Cancellation & Refund Policy

New customers receive a 14-day Complete Trial so you can experience the software product areas for the current South African tax year, including eligible Business Financials tools, subject to fair-use allowances shown in the app. Generated downloads and exports stay locked during the trial until you take a paid plan.

Professional tax, bookkeeping, Annual Financial Statements preparation or compilation, independent review and audit work are not included in the software trial and are separately scoped and quoted.

When a trial ends, your records stay available to view. The workspace simply becomes read-only until you choose a plan. We do not delete your records because a trial expired.

Essential, Pro, Business and Business Financials plans are available on a monthly or annual interval. The price, interval and any applicable taxes or fees are shown on the pricing section of our website and again at checkout before you confirm.

Business and Business Financials are separate subscription tiers. Business includes business administration and core financial reports. Business Financials adds the full accounting, reconciliation, schedules, year-end, AFS/PIS and professional-collaboration software workflow. Existing Business customers are not automatically moved to or repriced onto Business Financials.

Monthly plans use recurring billing. Annual plans can be purchased either as a once-off payment for 12 months of access, which does not renew automatically, or as an annual recurring subscription where that option is offered and you expressly authorise it. A once-off annual purchase is charged at checkout and remains active until the paid-through date shown in your account.

Tax-year history is also plan-based. Essential includes the current and previous tax year (2 tax years), Pro includes the current tax year plus the previous four (5 tax years), and Business and Business Financials have no historical tax-year cap. Existing records outside a lower-plan allowance are not deleted; those tax years are locked until your plan allows access again.

We do not make surprise charges. A recurring charge only occurs where you authorised a recurring subscription, at the amount and interval you accepted, unless we notify you of a price change in advance and you continue.

Payments are processed by PayFast, a South African payment provider. The payment methods shown at checkout depend on the type of transaction and the methods enabled for the eScripts merchant account. For a once-off annual purchase, eScripts does not request a recurring payment token. For recurring billing, PayFast may require a supported recurring payment method and your authorisation for future charges.

Card details, where used, are entered on PayFast's secure checkout; eScripts does not receive or store your full card number. We keep the payment reference, amount, status and outcome so that we can activate your plan, support you and meet our record-keeping obligations.

You may cancel a recurring subscription at any time through the account channels available to you, or by emailing info@escripts.live or messaging +27 76 381 3360.

Once effective, cancellation stops future renewals. Unless a refund, cooling-off right or the law requires otherwise, you keep access for the remainder of the period you have already paid for, after which the workspace becomes read-only. Cancelling does not delete your records — see our data rights page for deletion.

A once-off annual purchase has no automatic renewal to cancel. It simply expires at the end of its paid 12-month access period unless you make another purchase or start a recurring subscription.

ECTA section 44 (electronic transactions). A consumer may cancel certain electronic transactions within seven days without reason or penalty.

ECTA section 42(2)(d) exception. That cooling-off right does not apply to services that you expressly asked us to begin performing before the seven-day period expired. Activating a trial or subscription and using the workspace immediately is such a request, so the section 44 right may not apply to that service.

Consumer Protection Act. Your CPA rights remain. These include the right to fair and reasonable terms, the right to cancel a fixed-term agreement on 20 business days' notice subject to a reasonable cancellation penalty where the CPA applies, the right to cancel an agreement resulting from direct marketing within the statutory cooling-off period, and the right to quality service. Nothing in this policy limits a right you cannot contract out of.

We will refund you where:

• you were billed twice for the same period;
• a charge is established as unauthorised after our investigation;
• the service you paid for was not supplied; or
• a refund is required by law.

Other refund requests are assessed fairly on their circumstances, taking into account how much of the paid period was used and whether exports or Tax Packs were generated. Approved refunds are made to the original payment method through PayFast and typically reflect within normal banking timeframes.

Professional tax, bookkeeping and Annual Financial Statements services are quoted and accepted separately from the software subscription. This includes professional preparation or compilation and, where appropriate, independent review or audit work or coordination. Cancellation and refunds for those services depend on the work already performed at the time of cancellation and on your statutory rights.

Business Financials software can produce Draft statement packs and readiness information, but a subscription does not itself make a statement professionally prepared, independently reviewed or audited. Those statuses depend on the controlled professional workflow and the appropriate professional conclusion.

Email info@escripts.live or message +27 76 381 3360 with your account email, the plan concerned, what you are requesting and the reason. We will acknowledge and respond in a reasonable time.

Email is the preferred channel because it gives both of us a written record. WhatsApp and telephone are support conveniences and are not accepted as formal service of legal process.