The short version

Tally’s refund position is simpler than most competitors’: no refunds. That’s stated in the help center, and it’s the only position the terms support. The interesting part isn’t the no-refund rule — it’s the cancellation structure around it, and a two-track clauses set that quietly turns off EU consumer withdrawal rights the moment you pay. If you’re in the EU and you care about that, this page is worth a read before you subscribe.

“No refunds” — stated, not implied

Tally’s help center (Refund Policy) is explicit and short:

“As stated in our Terms & Conditions, we have a no-refund policy and have a strict compliance with these terms for all users. We do not provide refunds for reasons such as: failure to cancel your subscription before renewal, claims of unused time, change of mind, testing of paid features.”

That’s four listed non-refund reasons, and each one matters:

  • Un-claimed unused time — cancel 3 weeks into a month, you don’t get a pro-rata.
  • Change of mind — the obvious one; ruled out.
  • Testing paid features — Tally points you to the free plan instead. No “try Pro for a few days” refund window.

The one exception the help center does allow: “We only provide refunds in the event that you are unable to use or access our service for a prolonged period as a result of a technical issue.” A genuine prolonged outage, reported within a reasonable time, is the only refund path. That’s an operational carve-out, not a consumer right.

The terms themselves don’t even use the word “refund” — the position is set instead by the cancellation rule below.

Cancellation: it works, but it doesn’t take effect immediately

This is the part most Tally buyers miss. The terms say you can cancel your account any time through the dashboard, but:

“if the User has subscribed to the PRO/Business Version of the Tool, the cancellation of their Account (and thus the termination of the Agreement) will only become effective at the end of the current paid term.”

Two consequences:

  1. Free plan: cancellation is immediate. No paid term, nothing to wait out.
  2. Paid plan (Pro / Business): you cancel, but access (and the agreement) runs to the end of what you already paid for. You keep the feature set until the term expires; you are not charged again; and you get no credit back for the remaining days. It’s “run out your paid period,” not “stop now and refund the rest.”

The two-track structure: EU withdrawal rights, switched off for payers

Tally’s terms are unusual in carrying two parallel “special terms” tracks — one for professional users and one for consumers — and the consumer track contains a “Right of withdrawal” section. What that section actually says is the surprising part:

“By accepting both the General Terms and Conditions and the Special Terms and Conditions for Consumers, you acknowledge that the right of withdrawal, typically provided to consumers under EU consumer law, is not applicable when you decide to subscribe to the PRO/Business Version of our Tool. This exclusion is due to the immediate access granted to our Tool upon the creation of your Account.”

Read that carefully. For EU consumers, the standard 14-day cooling-off / withdrawal right (the one that normally lets you back out of an online purchase within two weeks) is contractually excluded for Tally’s paid plans, on the stated ground that access is granted immediately at account creation. So even if you’re a consumer in the EU:

  • Free plan: no paid term, no withdrawal question.
  • Paid PRO/Business: the EU withdrawal right does not apply, per Tally’s own consumer-track terms. Your only levers are the cancellation rule above (run out the term) and the technical-outage exception in the help center.

That’s a materially different picture from the “I have a 14-day window to back out of my Tally Pro subscription” assumption many EU users would carry in. We’re reporting what the clauses say, not advising on whether the exclusion is legally watertight — that’s a question for a consumer-law professional in your jurisdiction.

Maintenance & downtime: a real (if modest) commitment

For completeness, the terms do include a soft availability commitment that other form builders skip: Tally “will provide timely notification of planned maintenance activities, aiming to schedule such activities outside of regular working hours,” and unavailability from force-majeure or circumstances beyond Tally’s control “will not be counted as downtime.” That’s not an SLA (there’s no uptime percentage or credit schedule), but it’s a stated duty to notify and to keep planned maintenance off business hours — worth a line in your vendor comparison notes.

What this means in practice

  • Free: cancel any time, immediate, nothing owed.
  • Paid, and you just want out: cancel in the dashboard; access and the agreement run to the end of your paid term; no pro-rata refund; no EU 14-day withdrawal if you subscribe to PRO/Business.
  • The only refund Tally concedes: a prolonged, Tally-caused outage that you report promptly.

That’s the whole picture from the live terms and help center, checked 2026-09-11.

Sources: tally.so/terms and tally.so/help/refund-policy, both captured 2026-09-11; clause text quoted verbatim from those captures. Terms version stamp: “Version 2.0 - 09/09/2024”. This is a terms-level review — we have not submitted a cancellation or a refund request. See our testing methodology.

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