🙋♀️ Frequently Asked Questions (FAQs)
1. What is the Taxit Digital Vault?
The Taxit Digital Vault is your go-to hub for downloadable templates, checklists, and tools designed to simplify taxes, organize your finances, and streamline your business — whether you're a taxpayer or a tax professional.
2. Are your templates editable?
Yes! Most of our templates come in editable Word or Excel format so you can customize them to fit your needs. Some also include fillable PDFs.
3. Can I brand or white label the templates?
Yes — unless otherwise stated, all editable templates are white-label approved. That means you can add your logo, business name, and brand colors to use with your clients.
However, you may not resell or share the templates with other professionals.
4. Can I share these resources with others?
No. Each purchase is for one user or business only. You cannot share, sell, or distribute any product in whole or in part — even if customized — unless it's for use with your own clients.
5. Are these products only for tax pros?
Not at all! We have resources for:
- Taxpayers who want to stay organized
- Individuals preparing for tax season
- New or experienced tax pros, bookkeepers, and solo business owners
6. How will I receive my purchase?
Immediately after checkout, you’ll receive a download link on the confirmation page and via email. You can also create a Payhip account to access your files anytime.
7. Do you offer refunds?
Due to the nature of digital downloads, all sales are final and non-refundable.
If you have trouble accessing your files or received the wrong item, email us at support@taxitfinancialservices.com, and we’ll help you resolve it quickly.
8. How do I get support if I have questions?
We’re here to help! For product or download support, email us anytime at: