Subscriptions
Your subscription defines how many reports your firm can file each year, and you have the full twelve-month period from your start date to use those report seats. If you reach your limit early, your access is never interrupted and you can continue filing as needed. When this happens, we’ll issue an invoice for an additional batch of report seats, and any extra reports you used before the renewal will be deducted from that new batch. Your subscription end date will also reset to the date the new batch is purchased. This keeps your reporting workflow smooth while ensuring your account stays up to date.
Pricing
Pricing is determined by three main factors: your plan type, the number of report credits you purchase upfront, and any additional batches you buy during the year. Report credits are sold in set batches, so you can choose the size that fits your firm’s reporting volume. Larger batches come with a lower cost per report. If your firm files frequently, selecting a bigger bucket not only increases your available credits but also reduces the effective price of each report, making it the most cost-efficient option over the course of your subscription.
Filing Usage Reports
The Filing Usage view shows exactly how many reports your firm has created, how many credits remain in your annual limit, and whether you’re approaching or exceeding your bucket. Credits are only deducted when a report is actually filed, not when it is created or while information is being collected. This means you can set up as many draft reports as you need without using a credit.
If your firm files more reports than your current bucket allows, the platform never stops you. You can continue filing without interruption. Any reports filed beyond your available credits are treated as overages, and those overages are automatically deducted from the next bucket you purchase.
Viewing Current Plan and Usage
The Subscriptions tab gives you a simple, at-a-glance view of your firm’s plan and how many reports you’ve used. You can easily see your current plan, when it renews, how many report credits you have, how many are left, and whether you’ve bought any extra batches. The page also alerts you to upcoming renewals and lets you know if you’re close to running over your current plan.
Each line on the page explains a different part of your subscription. Current Plan shows the number of reports you currently have. Plan Payment Schedule tells you how often you’re billed. Base Price per Report, Batch Size, and Base Price show the cost and size of your current credit bucket. You can also see when you last bought credits and when they expire.
Usage details are easy to track. Reports Purchased shows how many credits you’ve bought, Reports Used (Filed) shows how many you’ve spent credits are only used when a report is actually filed, and Reports to be Billed lists any filings made after you ran out of credits. Total Checkout Reports shows how many new credits you’ll get the next time you purchase a batch after subtracting any overages.
Upgrading Plans
You can update your subscription at any time by purchasing a new bucket of report credits when you run out. When you make a new purchase, any reports you filed beyond your previous limit are deducted from the new bucket, and your expiration date resets to one year from the new purchase date.
When buying a new bucket, you have two options:
Option 1: Repurchase the Same Bucket
You can buy the same number of report credits as before at the same price. This keeps your plan unchanged and simply refreshes your available reports for the next year.
Option 2: Upgrade to a Larger Bucket
You can choose a bucket with more report credits. The total price will change, but the cost per report is lower with larger buckets, giving you better value as your reporting volume increases.
This flexibility lets you keep your current setup or scale up when your firm needs more reporting capacity.
Contacting Support When Chat Isn’t Available
If live chat is offline, you’ll see a note saying chat support isn’t available right now. You can still reach us by sending a support ticket.
To do this, click the Support button in the bottom-left corner of your dashboard. Type a short description of the issue, confirm your email or phone number so we know how to reach you, and choose whether you want a reply by email or phone.
Once you submit the ticket, our team will review it and get back to you during business hours.
