Absolutely. Upgrade or downgrade at any time from your dashboard. Changes take effect on your next billing cycle with prorations handled automatically.
All client data, letters, and history is preserved. You simply gain higher limits and additional features immediately upon upgrading.
No contracts — ever. Cancel at any time. Your account stays active until the end of your billing period and will not auto-renew.
Annual billing charges you upfront for 12 months at roughly 25% off the monthly rate. The discount is applied automatically at checkout.
All major cards (Visa, Mastercard, Amex, Discover) via Stripe. All transactions are 256-bit SSL encrypted and PCI DSS compliant.
The 7-day free trial lets you try before you buy. For paid plans, refund requests are handled case-by-case — contact support within 7 days of your charge.