Manage your subscription (US/CA)

Warning

This article applies to firms in the US and Canada. If your firm is located outside the US or Canada, see the article for international firms .

Find out everything you need to know about TaxDome subscriptions: seat types, renewals, upgrades, and more.

TaxDome subscription, explained

Your TaxDome subscription is seat-based, meaning each team member needs their own seat to access the platform.

The cost of your subscription is determined by three factors:

• Your pricing plan — Choose from Essentials, Pro, or Business, each offering different features and capabilities. Learn more about subscription plans .

• The billing cycle — Select from 1-year, 2-year, or 3-year terms, with multi-year discounts up to 12.5%. Your entire firm operates on the same billing cycle, with all full-term seats renewing on the same date.

• The number and type of seats — Each team member needs a seat to have access to the portal. There are three types of seats available in TaxDome:

  • Full-term seats (1, 2, or 3-year duration)
  • Monthly seats (billed and renewed monthly from the purchase date, available on Pro plan)
  • Seasonal seats (billed and renewed every 4 months from the purchase date, available on Business plan)

You can combine different seat types in your subscription. For example, maintain full-term seats for your permanent team while adding monthly (Pro) or seasonal (Business) seats during busy periods.

Your entire firm operates on the same plan, so all team members have access to the same features regardless of their seat type—only the billing cycle differs.

Note

The firm owner is required to have a full-term seat.

Renewal date

Your renewal date is when your subscription automatically renews.

• Full-term seats in your firm share the same renewal date, creating a unified billing cycle. We’ll send you an email notification 14 days before the renewal date of the full-term seats.

• Monthly (Pro) and seasonal (Business) seats operate on separate renewal cycles—monthly seats renew every 30 days from their purchase date, and seasonal seats renew every 4 months.

When you purchase additional seats of any type, they automatically align to the renewal date of existing seats of the same type. You pay a prorated amount based on the time remaining until that renewal date.

For example:

• If the renewal date of your full-term seats is January 1 and you add another full-term seat on February 1, you’re charged for 11 months of service. All full-term seats renew together on your original renewal date.
• If your monthly seats renew on February 1 and you add another monthly seat on January 16, you’re charged for 15 days (the time remaining until February 1). Both monthly seats then renew together on February 1.
• If your seasonal seats renew on May 1 (4 months after January 1 purchase) and you add another seasonal seat on March 1, you’re charged for 2 months (the time remaining until May 1). Both seasonal seats then renew together on May 1.

Subscribe to TaxDome

To purchase your first subscription package:

1. Access the Teams & plans page either from the Settings section of the sidebar or by clicking your profile at the top right.

2. Click Subscribe on the Plan overview tab.

3. Configure your subscription package:

   a. Select your plan tier (Essentials, Pro, or Business)

   b. Choose your billing cycle for full-term seats (1, 2, or 3 years)

   c. Select the number of additional seats needed for your permanent team members

   d. Add monthly (Pro) or seasonal (Business) seats as needed.

Note

You can easily upgrade plan, billing cycle or add more seats later.

4. Review the cost summary and click Continue.

5. Enter your payment details, accept the terms of service, and click Confirm & pay.

Upgrade your subscription

You can upgrade your subscription at any time: choose another plan, billing cycle or/and add more seats. All upgrades take effect immediately.

Add more seats

When you add seats, you’re charged a prorated amount based on the days remaining until the renewal date for that seat type.

To add more seats:

1. Access the Teams & plans page either from the Settings section of the sidebar or by clicking your profile at the top right.

2. Click Manage seats.

3. Use + to adjust quantities for full-term, monthly (Pro), or seasonal (Business) seats.

4. Click Upgrade now.

Upgrade your billing cycle

When you upgrade your billing cycle (e.g., 1-year to 3-year), the upgrade adds years to your current subscription. You pay for the additional years being added, and your renewal date extends accordingly.

To upgrade your billing cycle:

1. Access the Teams & plans page either from the Settings section of the sidebar or by clicking your profile at the top right.

2. Click Change billing cycle in the Seats section.

2. Select your desired billing cycle.

3. Review the cost and click Upgrade now.

Upgrade your plan

When you upgrade your plan (e.g., from Essentials to Pro), you pay a prorated amount for the remaining time until your renewal date.

To upgrade your plan:

1. Access the Teams & plans page either from the Settings section of the sidebar or by clicking your profile at the top right.

2. Click Upgrade in the Current plan section.

3. Select your target plan (Pro or Business).

4. Review the upgrade details and cost due today.

5. Click Upgrade now.

Note

When upgrading from Pro to Business, any monthly seats automatically convert to seasonal seats.

Review your subscription

To review your subscription details, click your profile at the top right, select Teams & plans, and open the Plan overview tab.

Here’s what you’ll see:

Current plan: Your selected pricing plan (Essentials, Pro, or Business).

Seats: An overview of all your seats organized by type:

• Full-term seats:

  • Seats allocated: The number of used/total full-term seats on your account
  • Renewal date: The date when your full-term seats will automatically renew
  • Billing cycle: The subscription duration (1 year, 2 years, or 3 years)

• Monthly (Pro) or seasonal (Business) seats:

  • Seats allocated: The number of used/total seats on your account
  • Renewal date: The date when your monthly/seasonal seats will automatically renew

Change & delete payment method

Your payment method used to pay for your firm’s subscription, KBA or QES/AdES credit and SMS is stored securely in our payment processor, Stripe .

When you need to change or delete your payment method, follow these steps:

1. Click your profile at the top right, click Teams & plans, and select the Plan overview tab.

2. Click Update in the Payment method section.

Here, you can:

• Change your payment method with a new one by clicking Add new card.
• Change your payment method to any existing one by clicking on it.
• Delete your payment by hovering over it and clicking the trash icon to the right. You cannot delete the payment method you are using right now (first, select another one).

Handle failed subscription payments

When payment for an upgrade, additional seats, or subscription renewal fails (for example, due to insufficient funds), you’ll receive an email notification and see an alert at the top of your screen.

Click the notification to update your payment method and retry the payment. If you don’t take action, the system will automatically retry charging your payment method after several days. If the payment continues to fail, your subscription will become past-due.

Warning

When a subscription becomes past-due, you, your team, and your clients lose access to the TaxDome portal. Any monthly or seasonal seats you have will also stop renewing.

Pay a past-due subscription

To process your subscription renewal:

1. Access your portal, then click Pay.

2. Select the seats for which you want to renew the subscription. It is required to renew the subscription for yourself as a firm owner.

3. Enter the payment details and click Save.

As you proceed with the subscription renewal, you will also be charged for team members’ monthly and seasonal seats in case you have any.

Note

Payment of past-due subscription does not change your renewal date.

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