Accounting Firm Subscriptions

Subscription management is simple!

  1. Click Manage Subscriptions to open the cart.
    ‒ Increment up or down based on your needs.
    ‒ Input a discount code (if applicable) on this screen.
    ‒ Changes mid-month are charged immediately on a prorated basis.

  2. Assign product licenses to clients by clicking on the dropdowns.
    ‒ To upgrade or downgrade an individual client, unapply the existing license, then apply the new license.
    ‒ To remove product licenses from your monthly subscription, manage it with the Manage Subscriptions button.