Yes. You are in full control of your own plan. You can change it yourself from the Subscription page, any time, and the change takes effect straight away. This guide explains what you can do on your own and where to go if you cannot pay online yet.
What you can do yourself
Everything about your firm's plan is self-serve. From the left menu, under Admin, open Subscription to:
- Pick the full bundle or build your own plan from the modules you want. See Choose or change your plan.
- Switch between monthly and yearly billing.
- Add or remove modules whenever your needs change.
- Update the card on file, download your invoices, or cancel and resume. See Manage your subscription.
To add or remove staff seats, use the Staff page. See Buy or reduce staff seats. To add more AML screenings or e-signatures for the month, buy a top-up. See Understand usage and top-ups.
If you do not see a way to pay online
On some firms, online card billing is not switched on yet. If that is the case, the plan builder shows a small note that reads Online billing isn't switched on yet, and the Subscribe button is not active.
When that happens, get in touch with your account contact, the people who set up your workspace. They will arrange your plan with you by bank transfer and switch it on from their side. Once it is active, your plan and usage appear on your Subscription and Usage and top-ups screens as normal.
Note
Your workspace stays your own throughout. The app never sends you to another company's payment page or names anyone else inside your branded workspace, and your plan never changes without you choosing it.