Support & FAQs
Need help with a download, a product question, or understanding how the Taxit Digital Vault works?
You’ll find answers to the most common questions below.
If you still need assistance, we’re happy to help.
Frequently Asked Questions
What is the Taxit Digital Vault?
The Taxit Digital Vault is a digital training and resource hub offering downloadable tools, templates, practice materials, and educational resources for taxpayers, aspiring tax preparers, and tax professionals.
Are the templates editable?
Yes. Most templates are provided in editable Word or Excel format. Some products also include fillable PDFs. Each product description clearly lists the file format.
Can I brand or white-label the templates?
Yes — unless otherwise stated, editable templates may be customized with your business name, logo, and branding for use with your own clients.
Templates may not be resold, redistributed, or shared with other professionals.
Can I share these products with others?
No. Each purchase is licensed for one individual or one business. Products may not be shared, sold, or distributed in whole or in part, even if customized.
Are these products only for tax professionals?
No. The Vault includes resources for:
- Taxpayers who want to stay organized and informed
- Individuals preparing for tax season
- Aspiring tax preparers
- Tax professionals, bookkeepers, and solo business owners
Each product clearly states who it is best for.
How will I receive my purchase?
All products are delivered instantly after checkout. You will receive:
- A download link on the confirmation page
- A confirmation email with access to your files
You may also create a Payhip account to access your downloads anytime.
Do you offer refunds?
Due to the nature of digital downloads, all sales are final and non-refundable.
For full details, please review our Refund Policy.
If you experience a technical issue or received the wrong product, contact us and we’ll assist promptly.
How do I get support?
For product access or technical issues, email:
support@taxitfinancialservices.com
Please include your order number for faster assistance.
Support Hours & Response Time
Support requests are typically answered within 1–2 business days, excluding weekends and holidays.
Still Need Help?
If you have a question before purchasing, feel free to reach out. We’re here to help you choose the right resources and get the most out of the Vault.