Pick My CPA Paid Plan Terms and Conditions

Pick My CPA currently offers the following paid listing plans:

The features included in each plan may vary depending on the current Pick My CPA plan descriptions displayed on the Add Your Website page.

Paid plans are recurring monthly subscriptions.

By selecting a paid plan and submitting payment information, you authorize Pick My CPA or its payment processor to charge the selected payment method every month until the subscription is canceled.

Billing repeats automatically each month unless the subscriber cancels the plan before the next billing date.

The Plus plan may include features such as enhanced listing presentation, verified badge, improved description, logo display, appearance in selected provider sections, and a dedicated lead capture page designed to support lead collection from the directory.

The Plus Pro plan may include additional visibility features such as priority placement when relevant, featured badge, highlighted border, extra CTA visibility, stronger presentation in search results, and a dedicated lead capture page designed to support lead collection. The Plus Pro plan includes all Plus plan features.

Pick My CPA may update, improve, rename, replace, or adjust plan features over time.

Paid plans improve listing presentation and visibility opportunities inside Pick My CPA, but they do not guarantee:

• — A specific number of leads
• — A specific number of clicks
• — A specific search ranking
• — A specific placement for every search
• — New customers or revenue
• — Search engine ranking
• — Any business outcome

Search result placement may depend on relevance, selected service, state, category, plan level, listing quality, availability of other listings, and platform rules.

Pick My CPA may review paid listings before making them visible on the platform. Pick My CPA reserves the right to reject, suspend, remove, or request edits to any listing that is inaccurate, misleading, incomplete, inappropriate, unrelated to accounting or financial services, or otherwise not suitable for the directory. Payment does not guarantee approval if the submitted website or listing is not appropriate for Pick My CPA.

The subscriber is responsible for providing accurate and lawful information, including:

• — Business name
• — Website URL
• — Service description
• — Logo or branding materials
• — Contact information
• — Services offered
• — Service locations or states

The subscriber confirms that they have the right to submit and display the information, website, logo, and related materials provided to Pick My CPA.

Pick My CPA may edit formatting, shorten descriptions, standardize service labels, adjust categories, or correct obvious errors to maintain quality and consistency across the directory. Subscribers may request reasonable listing updates, but Pick My CPA does not guarantee immediate changes.

Payments may be processed by a third-party payment provider. Pick My CPA does not store full payment card details unless this is handled securely by the payment provider. Payment processing may be subject to the payment provider's own terms and privacy policy.

If a recurring payment fails, Pick My CPA may attempt to charge the payment method again. If payment remains unpaid, Pick My CPA may downgrade, pause, hide, or remove paid plan features from the listing.

Subscribers may cancel their paid plan at any time.

After cancellation, paid features may remain active until the end of the current paid billing period, unless Pick My CPA decides otherwise. After the billing period ends, the listing may be downgraded to a free/base listing or removed from paid placement areas.

Monthly paid plan fees are generally non-refundable once a billing period has started.

Pick My CPA may review refund requests at its discretion, but submitting a refund request does not guarantee approval. No refunds are provided for lack of leads, lack of clicks, lack of ranking, or lack of business results.

Subscribers may request to upgrade or downgrade plans.

If a subscriber upgrades, the new plan may apply immediately or from the next billing cycle depending on the payment setup. If a subscriber downgrades, paid features may be adjusted at the end of the current billing cycle or earlier depending on Pick My CPA's system rules.

Pick My CPA aims to keep the platform available and functional, but does not guarantee uninterrupted access. Temporary downtime, maintenance, technical issues, data updates, or third-party service issues may affect visibility, search results, analytics, or listing features.

Pick My CPA may display clicks, views, or visibility metrics when available. These metrics are provided for informational purposes only and may be estimates, delayed, incomplete, or affected by tracking limitations, browser settings, bots, duplicate visits, or technical issues.

Subscribers may not submit websites or listings that include:

• — False or misleading claims
• — Illegal services
• — Fraudulent information
• — Impersonation of another business
• — Unauthorized use of logos or trademarks
• — Spam or deceptive content
• — Content unrelated to accounting, bookkeeping, tax, payroll, CFO, or financial services

Pick My CPA may suspend or remove paid features or listings if:

• — Payment fails
• — The listing violates these terms
• — The submitted information is inaccurate or misleading
• — The website becomes unavailable
• — The listing creates legal, reputational, or technical risk
• — The service is no longer suitable for the directory

Pick My CPA is not responsible for lost revenue, lost profits, missed opportunities, business interruption, or indirect damages related to the use of paid plans or the directory. Paid listings are provided as a visibility and presentation service only.

Pick My CPA may update these Paid Plan Terms and Conditions from time to time. Updated terms may be posted on the website. Continued use of a paid plan after changes means the subscriber accepts the updated terms.

For questions about Pick My CPA paid plans, billing, cancellation, or listing updates, contact Pick My CPA through the Contact page.