REFUND & CANCELLATION POLICY

Effective Date: November 19, 2025

Last Updated: November 19, 2025

This Refund & Cancellation Policy governs subscription cancellations, refund requests, and account terminations for ERMITS LLC ("ERMITS") Services. This policy supplements the Master Terms of Service and Subscription & Payment Terms.

2.1 No Money-Back Guarantee

2.1.1 General Policy

ERMITS does not offer a standard 30-day money-back guarantee or similar blanket refund policy. All sales are final except as specifically provided in this policy.

Rationale:

  • Free trials available for most products
  • Freemium tiers allow service evaluation without payment
  • Privacy-First Architecture makes usage verification difficult
  • Client-side data processing limits ERMITS' ability to assess service use

Exceptions: Refunds may be granted under specific circumstances outlined in Section 2.3.

2.2 Cancellation Process

2.2.1 How to Cancel

Self-Service Cancellation:

  1. Log in to your account
  2. Navigate to Account Settings → Billing → Subscription
  3. Click "Cancel Subscription"
  4. Select cancellation reason (optional feedback)
  5. Confirm cancellation
  6. Receive email confirmation

Email Cancellation:

  • Email contact@ermits.com
  • Subject: "Subscription Cancellation - [Your Name]"
  • Include account email and subscription details
  • Confirmation sent within 1 business day

Phone Cancellation:

  • Not available for standard plans
  • Enterprise customers: Contact dedicated account manager

2.2.2 Cancellation Effective Date

End-of-Period Cancellation:

  • Cancellation takes effect at end of current billing period
  • Access continues through paid period
  • No charges after cancellation effective date
  • No partial refunds for remaining time in billing period

Example:

  • Current billing period: January 1 - January 31
  • Cancel on January 15
  • Access continues through January 31
  • No charge on February 1
  • No refund for January 15-31

Immediate Cancellation:

  • Not available for standard cancellations
  • May be granted for service failures (see Section 2.3)
  • Results in immediate access termination
  • Potential refund for unused portion (at ERMITS' discretion)

2.2.3 Cancellation Confirmation

After cancellation:

  • Email confirmation sent immediately
  • Confirmation includes:
    • Cancellation effective date
    • Last day of access
    • Data retention period
    • Instructions for data export
  • Cancel subscription removed from renewal queue
  • No further charges processed

2.3 Refund Eligibility

2.3.1 Digital Products (One-Time Purchases)

Eligibility: Refund available within 7 days of purchase if:

  • Technical failure prevents access
  • Product incomplete or materially different from description
  • Billing error or duplicate charge

Not Eligible:

  • After 7 days
  • After downloading or accessing file or assessment
  • Change of mind or buyer's remorse
  • "Didn't use it" or "Forgot I purchased it"
  • Incompatibility with user's environment (specs clearly documented)

Process: Email contact@ermits.com with order number and detailed reason

General Digital Product Policy: Digital products are intellectual property delivered instantly. Once accessed/downloaded, refunds are not available except for technical failures or billing errors.

2.3.2 Advisory Services

STEEL Strategic Assessments ($25K-$125K):

  • Refund Policy: Milestone-based billing with satisfaction checkpoints
  • Eligibility: Pro-rated refund if:
    • ERMITS fails to deliver contracted scope
    • Material breach of Statement of Work
    • Services not performed as specified
  • Not Eligible:
    • After final deliverables accepted
    • Subjective dissatisfaction (without contractual breach)
    • Change in business priorities
  • Process: Contact dedicated account manager or contact@ermits.com
  • Timeline: 14 days notice for cancellation; pro-rated refund for unperformed work

On-Demand Advisory Services:

  • Billing: Hourly or project-based (invoiced monthly or at milestones)
  • Refund: For unperformed work only
  • Process: Review invoices with account manager; dispute within 14 days

2.3.3 Subscription Products

Standard Subscription Refunds:

  • No pro-rated refunds for monthly subscriptions
  • Annual subscriptions: No pro-rated refunds (see Section 2.5)
  • Refunds only for technical service failures

Free Trials:

  • Must cancel before trial ends to avoid charges
  • No refunds if auto-renewal not cancelled in time
  • One-time courtesy refund may be granted (discretionary)

2.3.4 Discretionary Refunds

ERMITS may grant discretionary refunds for:

  • First-time purchasers with minimal usage (7 days, <10% usage)
  • Extenuating circumstances (serious illness, death, business closure)
  • Good faith disputes
  • Technical failures not otherwise covered

Not Eligible:

  • Repeated refund requests (pattern of abuse)
  • Services substantially used before refund request
  • Change of mind without valid technical issue
  • Failure to read product descriptions or terms

2.4 Non-Refundable Items

2.4.1 Explicitly Non-Refundable

The following are never refundable:

Partial Period Usage:

  • Unused portion of monthly subscriptions after cancellation
  • Remaining months of annual subscriptions after cancellation
  • Unused service credits or quota allocations

Add-On Services:

  • Professional services rendered
  • Custom development work
  • Training sessions delivered
  • Consulting hours used

Third-Party Costs:

  • Payment processing fees
  • Bank transfer fees
  • Currency conversion fees
  • Chargebacks and associated fees

Promotional and Discounted Purchases:

  • Heavily discounted subscriptions
  • Special promotional pricing
  • Lifetime or multi-year deals
  • Bundled product purchases (except for technical service failures)

Beta Products:

  • Beta or preview product subscriptions
  • Early access purchases
  • Discounted beta participant pricing

2.4.2 Usage-Based Charges

Overage Fees:

  • Storage overages incurred
  • API request overages incurred
  • User seat overages incurred
  • Refund not available even if subscription cancelled

One-Time Charges:

  • Setup fees (where applicable)
  • Migration assistance fees
  • Custom integration development
  • Additional support incidents

2.5 Annual Subscription Cancellations

2.5.1 Annual Plan Refund Policy

Standard Policy:

  • No prorated refunds for annual subscriptions
  • Cancellation takes effect at end of annual period
  • Access continues through paid annual period
  • Renewal prevented for next year

Rationale:

  • Discounted pricing (typically 15-20% off monthly pricing)
  • Discount reflects annual commitment
  • Administrative and processing costs

Exception - Technical Service Failure:

  • Prorated refund may be granted for significant service failures
  • Must meet criteria in Section 2.3.1
  • Calculated based on remaining months
  • Original discount maintained in calculation

2.5.2 Early Cancellation of Annual Plans

Mid-Year Cancellation:

  • Cancellation accepted anytime
  • Access continues through end of paid annual period
  • No refund for remaining months
  • No conversion to monthly pricing

Example:

  • Annual plan: $1,200/year (paid January 1)
  • Cancel on July 1 (6 months remaining)
  • Access continues through December 31
  • No refund of remaining $600
  • No charge on next January 1

Alternative Options:

  • Downgrade to lower tier (takes effect at renewal)
  • Pause account (not available for standard plans; inquire for Enterprise)
  • Transfer subscription (not typically allowed; contact support)

2.6 Data Retention After Cancellation

2.6.1 Data Access Period

After cancellation effective date:

Paid Accounts:

  • 30-day grace period for data export
  • Read-only access to data during grace period
  • Download all data via Account Settings → Export Data
  • Multiple export formats available (JSON, CSV, PDF)

Free Trials:

  • 7-day grace period for data export
  • Read-only access during grace period
  • Limited export functionality

Freemium Accounts:

  • Immediate conversion to read-only mode
  • 30-day data access for export
  • May be subject to freemium limitations

2.6.2 Permanent Data Deletion

After grace period:

  • All user data permanently deleted from production systems
  • Deletion cannot be reversed
  • No data recovery possible after deletion
  • Backups deleted within 90 days

Exceptions:

  • Pseudonymized analytics (anonymous, cannot identify user)
  • Financial records (retained 7 years for tax/audit purposes)
  • Legal hold data (if subject to litigation or investigation)
  • Aggregated, non-identifiable usage statistics

Data Deletion Verification: Request confirmation of deletion: legal@ermits.com. Confirmation provided within 30 days of permanent deletion.

2.7 Refund Processing

2.7.1 Refund Methods

Standard Refunds:

  • Refunded to original payment method
  • Credit/debit card refunds appear in 5-10 business days
  • Bank transfers refunded via check or wire transfer
  • Processing time varies by payment processor (Stripe) and issuing bank

Account Credit:

  • Refunds may be offered as account credit (with your consent)
  • Account credit applied to future subscription charges
  • No expiration date on account credits
  • Can request cash refund instead of credit

Check Refunds:

  • Available for wire transfer or check payments
  • Check mailed to billing address on file
  • Allow 10-15 business days for delivery
  • $25 check processing fee may be deducted

International Refunds:

  • Refunded in original currency when possible
  • Currency conversion at time of refund (rates may differ from purchase)
  • Bank fees may be deducted from refund amount

2.7.2 Refund Processing Timeline

Approval to Processing:

  • Approved refunds initiated within 2 business days
  • Confirmation email sent when refund processed
  • Includes refund amount, method, and expected timeline

Receipt of Funds:

  • Credit/Debit Cards: 5-10 business days from processing date
  • Bank Transfer: 7-14 business days from processing date
  • Check: 10-15 business days for delivery + time to deposit
  • Account Credit: Immediate

Delays:

  • Bank processing times vary
  • International refunds may take longer
  • Holidays and weekends not included in processing timelines
  • Contact your bank if refund not received after expected timeframe

Tracking:

  • Refund status available in Account Settings → Billing → Refunds
  • Transaction ID provided for credit card refunds
  • Check tracking number provided when available

2.8 Chargebacks and Payment Disputes

2.8.1 Chargeback Policy

Before Filing Chargeback:

ERMITS strongly encourages contacting us before initiating a chargeback:

  • Email contact@ermits.com (Subject: "Billing Dispute")
  • Most issues resolved quickly and amicably
  • Avoid chargeback fees and account complications

Consequences of Chargebacks:

If you file a chargeback with your bank:

  • Immediate Account Suspension: Access suspended pending resolution
  • Chargeback Fee: $25 fee charged (in addition to disputed amount)
  • Collection Efforts: Outstanding balances sent to collections
  • Permanent Ban: Account permanently banned from ERMITS services
  • No Future Service: Cannot create new accounts

Chargeback Resolution:

  • Account restored only if chargeback reversed
  • Must pay all outstanding fees including chargeback fee
  • At ERMITS' discretion whether to restore service
  • Data may be deleted during suspension period

Valid Chargebacks:

Chargebacks are appropriate for:

  • Unauthorized/fraudulent charges (identity theft)
  • Charges after reported card theft
  • Service completely not provided

For valid chargebacks:

  • Notify ERMITS immediately: contact@ermits.com
  • Cooperate with investigation
  • Provide documentation
  • Account restored after verification

2.8.2 Stripe Dispute Resolution

Payment Processor Disputes:

  • Disputes handled through Stripe's resolution process
  • ERMITS receives notification of dispute
  • Evidence provided to Stripe within 7 days
  • Stripe makes final determination

Supporting Documentation: ERMITS will provide:

  • Subscription agreement and terms acceptance
  • Service usage logs (pseudonymized)
  • Email communications
  • Proof of service delivery

User Responsibilities:

  • Respond to Stripe inquiries promptly
  • Provide accurate information
  • Cooperate with investigation

2.18 Contact Information

For questions, concerns, or requests regarding refunds and cancellations:

Cancellation Requests:

Email: contact@ermits.com
Subject: "Subscription Cancellation"

Refund Requests:

Email: contact@ermits.com
Subject: "Refund Request - [Invoice Number]"

Billing Disputes:

Email: contact@ermits.com
Subject: "Billing Dispute - [Invoice Number]"

General Questions:

Email: contact@ermits.com
Subject: "Refund Policy Question"

Response Times:

  • Cancellation confirmation: Within 1 business day
  • Refund requests: Review within 5 business days
  • Billing disputes: Within 2 business days
  • General questions: Within 24 hours

This policy may be updated from time to time. Material changes will be communicated with 30 days' advance notice. For the most current version, please visit this page or contact legal@ermits.com.