• What counts as a bank connection, and what each plan includes

  One bank is one connection. Where to compare Solo, Business, and Practice, the feature comparison under the pricing cards, how Firm enrolls, and what each plan includes.Popular

• AI credits: what they are and what spends them

  Which plans use credits, what Copilot and Tax-GPT spend, and what always runs free.Some readers

• Cancel a trial or monthly plan

  Stop a trial charge or cancel a monthly plan from Settings. You keep access through the time you already have.Few readers

• Pay monthly or yearly

  Yearly is twelve times monthly, not a discount. How to switch, extra seats, and the billing-day picker.Few readers

• Add or change your payment method

  Add or replace the card on file from Settings. What each state means, including Link, an expired card, and an unpaid invoice.Few readers