How to Upgrade Your Plan

How to Upgrade Your Plan

When you hit a limit or see a locked feature, you can upgrade to get more entities, export, team members, or API access. Here's how.

1. From the App

When you hit a limit (e.g. "Add entity" at entity limit) or see a locked feature (e.g. Export or API), use the "View plans" or upgrade link to go to the pricing page and complete checkout.

2. From the Pricing Page

Visit Pricing, choose Basic or Premium, and complete checkout. Your existing subscription may be prorated per our billing rules. Enterprise is a conversation — use Contact Us, not checkout.

3. After Upgrading

Your tier is updated after payment. Refresh the app or log out and back in so the UI and API use your new tier. If a feature still appears locked, try a hard refresh or contact support with your account email and plan.

4. Enterprise

Enterprise is for CPAs, enrolled agents, and financial managers helping clients — a view-only seat on the client’s books, not a large-org software package. Contact us (or use Contact Us on Pricing) to talk it through. The client’s Premium plan pays the seats; the invited professional can join on Free. We don’t compute tax or e-file.

For a full plan comparison and FAQ, see Plans and Feature Limits and Feature Availability by Tier.

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