Manage your client-based subscription (US/CA)
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Note
This article applies to firms in the US and Canada on client-based pricing. If your firm is on seat-based pricing (legacy), see how to manage your seats . If your firm is outside the US and Canada, see how to manage your subscription there .This article covers what you can do with your client-based subscription in Team & plans. For how the plan and its prices work, see client-based pricing .
To open your subscription, go to Settings > Team & plans from the left menu bar.
Review your subscription
To review your subscription, go to Settings > Team & plans and open the Plan overview tab. It shows:
- Current plan: your plan.
- Active accounts: how many active accounts your firm has out of what your plan includes. Accounts over that number are added automatically and billed monthly.
- Seats: how many of your 20 included team members are in use (Seats allocated), and your renewal date.
- Payment method: the card or bank account TaxDome charges, if your firm pays in TaxDome.
- Billing details: the details on your invoices. The firm owner can click Edit to change them.
Extra accounts
Your plan includes 150 active accounts , plus any accounts in packs you bought. When you go over that, extra accounts are added automatically and billed monthly.
An account you pay for stays active until your current plan year ends.
Add team members
Your plan includes up to 20 team members. To see how many are in use, open the Team members tab in Team & plans and check Full-term seats at the top—for example, 4/20. To add someone, click Invite team and follow the steps to add a team member .
If your firm needs more than 20 team members, contact TaxDome Sales about a custom plan .
Add add-ons
Go to Settings > Team & plans and open the Add-ons tab. To try the AI add-on, click Start free trial on its card—see how to start the free trial, or cancel and resume the AI add-on . For TaxDome Client Care, the white-labeled client app, and support plans, click Contact sales or See support plans on their cards.
To add an add-on, contact TaxDome Sales .
Tip
You can change your payment method, handle a failed payment, access your invoices, or cancel your subscription the same way on every pricing model.Was this article helpful?
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