Refund Policy
ClientFlow LLC, doing business as ClientFlow CPA, bills firms only for fulfilled inquiries — there are no retainers, setup fees, or charges for opportunities you don't receive. This policy explains what qualifies as a fulfilled inquiry, how to dispute one, and how refunds are handled.
1. Pay-Only-For-Results Billing
You are never charged for browsing the platform, building a campaign, or opportunities that remain in your stream unopened. A charge is only created when an inquiry that matches your active campaign filters (services, location, radius, and client profile) is delivered as a fulfilled Opportunity.
2. What Qualifies as a Fulfilled Inquiry
An inquiry qualifies for billing when it meets all of the following:
- It matches at least one service you selected in your active campaign.
- It falls within your configured target location and radius.
- It is consistent with your selected client type (individual, business, or both) and minimum client value.
- It is delivered within your remaining daily, weekly, or monthly capacity.
3. Disputing an Inquiry
If you believe a fulfilled inquiry does not meet the criteria above — for example, it's outside your selected radius, doesn't match any selected service, or appears fraudulent or duplicate — you may dispute it within 7 calendar days of delivery by emailing contact@clientflowcpa.com with the inquiry reference and the reason for the dispute.
4. Review & Refund Timeline
We review disputes within 3–5 business days. If an inquiry is confirmed to be non-qualifying, we will either issue a credit toward future fulfilled inquiries or a refund to your original payment method, at your preference, within 10 business days of the dispute being approved.
5. Non-Refundable Circumstances
Inquiries that meet all qualifying criteria in Section 2 are non-refundable even if the prospective client does not ultimately become a paying client of your firm, does not respond to outreach, or changes their mind — outcomes after a qualified inquiry is delivered are outside ClientFlow's control.
6. Account Cancellation
You may pause or cancel your campaign at any time from your dashboard settings or by emailing us. Cancelling stops future billing; it does not retroactively refund inquiries that were already validly fulfilled prior to cancellation.