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Credit Policy

Effective Date: April 29, 2025

1. What Are Credits?

Each credit allows one full client intake + 10-year HIPAA-compliant storage.

2. Credit Delivery

  • Monthly plans: issued monthly
  • Yearly plans: issued quarterly

3. Expiration & Rollover

  • Monthly: expire after 2 months
  • Yearly: expire after 6 months
  • All credits roll over once before expiring
  • Bonus credits expire in 6 months

4. Refunds & Chargebacks

  • Credits are non-refundable
  • Disputed/charged-back payments = credits revoked

5. Bundles

All credit bundles follow the same expiration & rollover policy as base credits.

6. Dormant Mode

You may retain access to stored files for $99/year after canceling your plan (no new usage allowed).

7. Manual Credit Restoration

You may request a one-time credit restoration within 7 days of expiration (approval not guaranteed).

8. Abuse Prevention

We may revoke credits for:

  • API manipulation
  • Exploit of self-referrals
  • Gaming bonus/referral systems

Contact: billing@intakeiq.com