Managing Your Subscription

Learn how to manage your Your Tax Base subscription, change plans, update payment methods, and more.

Key Takeaways

Manage your subscription entirely from your dashboard
Upgrades take effect immediately; downgrades apply at next billing cycle
Save ~15% by switching to annual billing
Cancel anytime - service continues until end of billing period

Overview

Your Your Tax Base subscription can be managed entirely from your dashboard. This guide covers everything you need to know about managing your account.

Viewing Your Subscription

To view your current subscription:

Step 1: Log In

Step 2: Navigate to Subscription

Click on "Subscription" in the sidebar

Step 3: View Details

View your current plan, billing cycle, and next payment date

Changing Your Plan

You can upgrade or downgrade your plan at any time:

Step 1: Access Subscription Settings

Go to Dashboard > Subscription

Step 2: Initiate Change

Click "Change Plan"

Step 3: Select New Plan

Select your new plan

Step 4: Confirm

Confirm the change

Note: Upgrades take effect immediately. Downgrades take effect at your next billing cycle.

Billing Cycles

We offer two billing options:

Quarterly: Billed every 3 months
Annual: Billed once per year (save ~15%)

Tip: Switch to annual billing to save approximately 15% on your subscription. You can switch billing cycles from your subscription settings at any time.

Updating Payment Methods

To update your payment method:

Step 1: Access Settings

Go to Dashboard > Subscription

Step 2: Manage Payments

Click "Manage Payment Methods"

Step 3: Update Card

You'll be redirected to our secure payment portal

Step 4: Complete Update

Add a new card or update existing payment information

Viewing Invoices

All invoices are available in your dashboard:

Go to Dashboard > Subscription
Click "Billing History"
Download any invoice as a PDF

Cancelling Your Subscription

We hope you'll stay, but if you need to cancel:

Go to Dashboard > Subscription
Click "Cancel Subscription"
Follow the cancellation process

Note: Your service will continue until the end of your current billing period. You will not be charged again after cancellation.

Need Help?

If you have questions about your subscription, please contact our support team.

Manage Your Account Contact Support

Frequently Asked Questions

Quick answers to common questions

Go to Dashboard > Subscription and click "Cancel Subscription". Your service will continue until the end of your current billing period. You will not be charged again after cancellation.

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Yes, you can upgrade or downgrade at any time from your dashboard. Upgrades take effect immediately, while downgrades apply at your next billing cycle.

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Go to Dashboard > Subscription > Manage Payment Methods. You'll be redirected to our secure payment portal where you can update your card.

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