Immediately. The $499 annual rate is $5,988 / 12 vs $49 × 12 = $588 — you save ~$89 vs paying month-to-month for 12 months. You can switch from monthly to annual at any time from Settings → Billing; the prorated balance applies to the annual charge.

Yes. Cancel from Settings → Billing at any time. We don't pro-rate the current period (you keep access until the end of the billing period), and we don't charge a cancellation fee. Annual subscribers who cancel mid-year retain access for the remainder of the paid year — no refund for the unused months.

Your data stays available for 90 days after cancellation in case you want to re-export Schedule C records or return next tax season. After that, you can request a hard delete via Settings → Account. Cancelled accounts that re-subscribe within 90 days come back with everything intact.

14 days, no credit card required. The trial includes everything in the paid tier — all 5 prop-firm CSV importers, reconciliation, Schedule C export, quarterly estimates. Sample data populates on day 1 so you can see a Schedule C before connecting anything real.

Credit card via our Merchant of Record (payment provider being finalized). Our Merchant of Record handles VAT / sales tax across global jurisdictions on our behalf. Annual invoice billing also available for traders on retainer-type arrangements with their CPA — email founder@fundedtax.com for that path.

Yes — pre-pay 2 years and save an additional ~5% on top of the annual rate. Reach out at founder@fundedtax.com to set up a multi-year invoice. We're a young product so we don't pre-publish a 5-year rate, but we do honor prepay locks against price increases for the prepaid term.

The 14-day free trial (no card) is your risk-free way to confirm FundedTax fits before you pay. After you subscribe, charges are handled by our Merchant of Record and are non-refundable once a billing period begins, except where the Merchant of Record's buyer terms or applicable law provide otherwise. Email founder@fundedtax.com if something isn't working; we use that feedback to fix the product.

It means FundedTax does not promise that the Schedule C records produced are correct for your specific tax situation; that determination rests with you and your CPA. The free trial is your chance to confirm product fit (does it parse your CSVs, does the dashboard work for your workflow). Nothing covers "the IRS adjusted my return after I filed using FundedTax exports"; that scenario is exactly what the founder-is-not-a-CPA framing exists to surface upfront. See the about page for the full posture.