Upgrade to a Subscription

Upgrade to a Subscription

To upgrade your trial:

1. From the left navigation panel, select Account.
2. From the Account left navigation, click User Management.
3. From the tabs atop the User Management screen, click User.
4. Confirm the user list includes everyone for whom you want to provide system access. Use the toolbar icons to update your list as needed.
5. Note the number of users in your list. You will confirm this total later.
6. Atop the left navigation, click Upgrade Now.
   

The Subscription Information screen opens.

7. Confirm the firm’s user account total matches the number of users you noted earlier. You can add or remove users, if desired.
   
8. Click the radio button for either the Monthly or Annual billing option.
   Note: An Annual subscription gives you a saving of 9 percent.
9. In the Subscription Tier section, select from Essentials, Pro, or Premier Tiers.
   
10. On the Billing and Shipping Information page, enter your billing address.
11. If your shipping address is the same as your billing address, check the box beside, Shipping address same as billing.
12. Click Review Selection.
13. On the Confirm Your Enrollment page, verify the details of the plan for which you have opted. Review the billing and shipping address, which can be edited on this page.
14. Once you have confirmed the entries, click Continue to Payment.
15. On the Add a payment method page, choose whether you would like to pay by Credit card or ACH.
    • If you selected Credit Card, enter the card details and click Add.
    • If you selected ACH, enter the bank details and click Proceed to Review.
16. The Payment Methods page will display your stored payment information. If you wish to add another card or Bank Account, click Add New. If not, scroll to the bottom of the screen and click Go to app.
    
17. You will be directed back to the application. Your account will ONLY be charged after your trial ends.