How to manage client subscriptions
Overview
As an accountant, you can enable or update subscription plans for each of your clients directly from your dashboard. This article explains how to activate a plan and what you need to do before you begin.
- Go to the Clients page from the left-hand menu.
- In the client list, find the client whose subscription you want to manage and click the View button to open their profile.
- From the client’s side menu, click on Plans.
- Choose the appropriate plan and click Enable to activate it for the client.
Note: Before enabling a client’s plan, make sure:
- Your Practice Plan is already active
- You have a valid payment method saved in your Plans and Billing section.
Useful Tips:
- You can enable more than one plan for a client, however, between payroll and business plan you can only enable one or the other.
- You can switch or cancel a client’s subscription any time through the same Plans section.
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