Key Takeaways
- Upgrade anytime from your account dashboard
- New features are available immediately after upgrade
- Prorated billing ensures you only pay the difference
- All your data and mail history transfers seamlessly
When to Consider Upgrading
Upgrade when you need:
- Family and business mail: Scanning and forwarding for a spouse or family member and one business (Tax Guardian+)
- Priority support: Faster response times
- More frequent forwarding: On-demand vs. weekly
- Additional services: Full mail management
Plan Comparison
| Feature | Essential | Tax Guardian | Premium |
|---|---|---|---|
| Florida Address | ✓ | ✓ | ✓ |
| Mail Forwarding | Weekly | 2x/week | On-demand |
| Mail Scanning | ✓ | ✓ | ✓ |
| Support | Standard | Priority | Priority+ |
| Price/mo (billed annually) | $55 | $90 | $250 |
How to Upgrade
- Log in to your account at yourtaxbase.com/dashboard
- Navigate to "Subscription" or "Account Settings"
- Click "Upgrade Plan"
- Select your new plan (Tax Guardian or Premium)
- Review the prorated amount
- Confirm payment method
- Click "Confirm Upgrade"
Immediate Access: New features are available immediately after your upgrade is processed. No waiting period or action needed on your part.
Billing for Upgrades
- Prorated credit: Unused time on current plan is credited
- Prorated charge: You pay only for remaining billing period at new rate
- Example: Upgrade six months into an annual Essential term ($660/year) to Tax Guardian ($1,080/year) = ~$210 charge for the remaining six months
- Next billing: Full new plan price at your regular billing date
Downgrading
If you need to downgrade:
- Contact support to request a downgrade
- Change takes effect at next billing cycle
- You keep current features until then
- No penalty or fee for downgrading
Questions?
Contact [email protected] if you need help choosing the right plan or processing an upgrade.