Money-back guarantee

Try Tabby risk-free. 30 days, full refund, no questions asked.

Choosing new software is a big decision, and not every tool fits every business. If Tabby isn’t the right fit for yours, we’ll refund your subscription in full — no lengthy forms, no negotiation.
Last updated: July 2026

Our promise: risk-free, hassle-free

We’re confident Tabby’s AI bookkeeping will save you time, cut accounting stress, and surface financial insights you didn’t know were possible. But we also know new software is a leap of faith — so we offer a 30-day money-back guarantee on every new subscription.

Here’s the deal in plain English:

  • Try Tabby for 30 days after your initial purchase, no restrictions
  • Use every feature during that window — it won’t affect your eligibility
  • Request a refund anytime within 30 days if it’s not working out
  • Get a full refund to your original payment method
  • Keep access to your data for 30 more days so you can export or switch platforms

The short version

A guarantee that actually feels like one.

30 full days to decide

Counted from your first charge — not your sign-up date. Use every feature the entire time.

No reason required

We won't ask why, try to talk you out of it, or push a discount instead. If you want a refund, you'll get it.

Full refund, no proration

You get your entire subscription fee back — however much or little you used Tabby that month.

Your data isn't held hostage

Export reports and transactions for 30 days after your refund is approved — plenty of time to migrate.

Who this guarantee is for

This 30-day guarantee applies to all new Tabby subscribers, including individual freelancers and solopreneurs, small business owners upgrading from the free plan, CPAs and firms using Tabby for Accountants, and customers on monthly or annual plans. It covers your first subscription period, all subscription features, and full access to our support team.

What you need to know before requesting a refund

To qualify, your request needs to meet these conditions:

  • Within 30 days. Counted from the date your first charge was processed, not the date you created a trial account.
  • Account in good standing. No fraud, no Terms of Service violations, no misuse of the platform.
  • First-time purchase. Renewals and mid-subscription plan upgrades are reviewed case by case, not automatically covered.
  • Subscription fees only. The guarantee doesn’t cover payment-processor fees, transaction fees on invoices you’ve already collected, or third-party costs (Plaid, Stripe).

You can use every feature throughout your 30 days without affecting eligibility — we want you to genuinely evaluate whether Tabby fits your business, not tiptoe around it.

The process

Our security incident response

No system is 100% secure. Here’s exactly what happens if we ever detect or suspect a breach.

Email support@usetabby.com

Subject line "Refund Request." Include your account email, purchase date if you have it, and a short note that you'd like a refund — that's all, no explanation required.

2

We confirm eligibility

We check you're within 30 days and in good standing — usually confirmed within 1 business day. Otherwise, approval is automatic.

3

Refund is processed

Funds are credited to your original payment method within 5–7 business days (up to 10 for ACH). You'll get an email confirmation with the amount and transaction ID.

Optional feedback

We might ask what didn't work — entirely optional, no survey required. It just helps us build a better product.

What happens to your data after a refund

Your data stays in Tabby for 30 days after your refund is approved, so you have time to download financial reports (PDF, Excel, CSV), export transactions for another platform, and notify your accountant. After 30 days, data is permanently deleted per our Data Retention Policy — so export what you need before then.

Need it sooner? Email support@usetabby.com and we’ll prioritize your export.

Transparency first

What's not covered by this guarantee

Outside the 30-day window

Day 31 or later is outside the guarantee, though we encourage reaching out — we may still be able to help.

Subscription renewals

Only your initial subscription is covered — a renewal charged months later isn't automatically refundable.

Mid-subscription plan upgrades

Upgrade fees are typically not refundable, though we'll evaluate each case individually.

Account violations

Accounts flagged for fraud, Terms of Service violations, or misuse are not eligible.

Third-party fees

We refund Tabby subscription fees only — not Stripe, PayPal, or Plaid charges, or invoices you've already processed.

Feature requests

Wanting a feature we don't have isn't grounds for a refund — but we'd genuinely love to hear it at product@usetabby.com.

Common questions

Questions about our guarantee

No. Tabby never stores your bank username, password, or login credentials. We connect through Plaid, which keeps your credentials with your bank.
No. Bank connections through Plaid are read-only. Tabby can view transactions but cannot initiate transfers, payments, or account changes.
We use the same standards major banks use — TLS 1.3 in transit, AES-256 at rest. Encryption is one part of security; our approach also includes access controls, independent audits, compliance certifications, and incident response.
Tabby carries cyber liability insurance. If a breach occurs, we'll notify affected users, provide credit monitoring where appropriate, and cover reasonable expenses to restore security. Encrypted data is largely useless to attackers without the encryption keys, which are stored separately from the data itself.
Continuously. Security patches are applied within 48 hours of release, we run quarterly security audits and annual penetration testing, and our infrastructure is monitored around the clock for vulnerabilities.
Yes. Your data is replicated across multiple AWS data centers with automatic failover, and we maintain daily backups. Deleted data remains recoverable from backups for up to 90 days — see our Data Retention Policy for full detail.

We're here to help

This is the Tabby promise

The 30-day guarantee isn’t just a policy line — it’s how confident we are in the product. Take a risk-free month. If Tabby’s the right fit, we’ll be honored to be your bookkeeping partner. If not, you’ll get your money back, no fight required.

A full month to decide. Zero risk either way.

Start for free, upgrade when you’re ready, and know that a full refund is always 30 days away if it’s not the right fit.