Downgrade/cancel your subscription

Table of Contents

Downgrade your subscription
- Reduce seat count
- Downgrade your billing cycle
Cancel your TaxDome subscription
Refund policy

TaxDome consistently helps you organize and automate your practice. We want to keep it that way, which is why your subscription automatically renews. However, if you need to downgrade or cancel your subscription, you can do so anytime. Learn how in this article.

Downgrade your subscription

All downgrades are scheduled and take effect at your next renewal date. This allows you to continue using your current subscription level until the end of your paid period.

If there are any upcoming changes to your subscription (reducing the number of seats or modifying your billing cycle duration), they’ll appear as alerts showing what will change and when. You can view all scheduled changes in the Plan overview tab. You can cancel any scheduled downgrade before it takes effect by clicking Cancel update.

Note

Scheduled seat reductions are canceled when you upgrade your billing cycle or add seats. Scheduled billing cycle changes are not affected when you add seats.

Reduce seat count

If you need to reduce your seat count, you can schedule seats for removal at your next renewal. Before scheduling a downgrade, the seat must be available (no team member currently using it).

To reduce your seat count:

If the seat is not free, deactivate team members whose seats you want to remove.
Access the Teams & plans page either from the Settings section of the sidebar or by clicking your profile at the top right.
Click Manage seats.

Use - to reduce the quantity of seats.

Confirm the scheduled downgrade. The reduced seat count takes effect at your next renewal .

Downgrade your billing cycle

To schedule a change to a shorter billing cycle (e.g., from 3-year to 1-year):

Access the Teams & plans page either from the Settings section of the sidebar or by clicking your profile at the top right.
Click Change billing cycle in the Seats section.

Select your desired billing cycle.

Review the details and confirm. Your firm will be charged at the new rate when your current subscription renews .

Cancel your TaxDome subscription

Important

Cancellation requests should be submitted at least 7 business days prior to the renewal date .

If you wish to cancel your TaxDome subscription:

Click your profile at the top right, click Teams & plans, and select the Plan overview tab.
In the Plan overview section, click the three dots and select Cancel subscription, then submit the form.

After your subscription is canceled, you’ll still be able to access the portal until the subscription expiration date.