Manage your seat-based subscription (international)

Table of contents

Seat-based subscription explained
- Renewal date
Manage your subscription
Review your subscription

Note

This article applies to firms outside the US and Canada on seat-based pricing (legacy). If your firm is in the US or Canada, see how to manage your seats there .

Find out how seat-based pricing works, and how to manage your seats.

Seat-based subscription explained

With seat-based pricing, each team member needs their own seat to access TaxDome.

The cost of your subscription is determined by two factors:

The billing cycle: 1-year, 2-year, or 3-year terms. Your entire firm operates on the same billing cycle, with all full-term seats renewing on the same date.
The number and type of seats: each team member needs a seat to access TaxDome.

There are two types of seats available in TaxDome:

Full-term seats (1, 2, or 3-year duration)
Monthly seats (billed and renewed monthly from the purchase date)

You can combine different seat types in your subscription. For example, maintain full-term seats for your permanent team while adding monthly seats during busy periods. All team members have access to the same features regardless of their seat type—only the billing cycle differs.

Note

The firm owner must have a full-term seat.

Renewal date

Your renewal date is when your subscription automatically renews.

Full-term seats in your firm share the same renewal date, creating a unified billing cycle.
Monthly seats operate on separate renewal cycles and renew every 30 days from their purchase date.

When you purchase additional seats of any type, they automatically align to the renewal date of existing seats of the same type. You pay a prorated amount based on the time remaining until that renewal date.

For example:

If the renewal date of your full-term seats is January 1 and you add another full-term seat on February 1, you’re charged for 11 months of service. All full-term seats renew together on your original renewal date.
If your monthly seats renew on February 1 and you add another monthly seat on January 16, you’re charged for 15 days (the time remaining until February 1). Both monthly seats then renew together on February 1.

Manage your subscription

Add or remove seats, change seat types, swap seats between team members, and change billing cycle at any time. Additions take effect immediately; downgrades are scheduled and take effect at your next renewal date, so you keep your current subscription level until the end of your paid period.

If you have a scheduled downgrade (a seat reduction), it appears as an alert showing what will change and when. You can view all scheduled changes in the Plan overview tab, and cancel a scheduled downgrade before it takes effect by clicking Cancel update.

Note

Scheduled seat reductions are canceled when you add seats.

Add or remove seats

Note

A seat must be free (no team member currently using it) before it can be removed.

When you add seats, you’re charged a prorated amount based on the days remaining until the renewal date for that seat type. When you remove seats, the reduction is scheduled and takes effect at your next renewal.

To add or remove seats:

If you’re removing a seat that isn’t free, deactivate the team member using it first.
Access the Team & plans page either from the Settings section of the sidebar or by clicking your profile at the top right.
Click Manage seats.

Use + to add, or - to reduce, quantities for full-term or monthly seats.

Click Upgrade now to add seats immediately, or confirm to schedule a seat reduction for your next renewal.

Change a team member’s seat type

You can move a team member to a different seat type directly from the Team members tab.

To change a team member’s seat type:

Go to the Team members tab of Team & plans page and make sure you have a free seat of the desired type available.

If you don’t have any free seats of the desired type, you can purchase them or free up a seat by deactivating a team member who is no longer with your firm.

Find the team member whose seat type you want to change, click the dropdown in the Seat type column and select another type of seat.

Note

Changing a team member seat’s type does not automatically remove the unused one from your subscription. To avoid charges for seats you don’t need, remove the seat before your renewal date.

Swap seats between team members

You can exchange seat types between two team members without purchasing new seats. This is useful when you want to reassign existing seats within your team.

To swap seats:

Click your profile at the top right, select Team & plans, and open the Team members tab.
In the Seat type column, click the dropdown next to the team member’s name.
Select Swap seat with…, then choose the team member to swap with.

The change takes effect immediately. Both team members exchange their seat types without affecting your total seat count.

Change your billing cycle

You can switch your full-term seats to a shorter billing cycle—for example, from 3 years to 1 year. The new billing cycle starts on your next renewal date.

To change your billing cycle:

Go to Settings > Team & plans.
In the Seats section, click Change billing cycle.

Select the new billing cycle. The Next renewal section shows what you’ll pay at your next renewal.
Click Save changes.

Review your subscription

To review your subscription details, click your profile at the top right, select Team & plans, and open the Plan overview tab.

Here’s what you’ll see:

Current plan: Your pricing plan.

Seats: An overview of all your seats organized by type:

Full-term seats:
- Seats allocated: The number of used/total full-term seats on your account
- Renewal date: The date when your full-term seats will automatically renew
- Billing cycle: The subscription duration (1 year, 2 years, or 3 years)
Monthly seats:
- Seats allocated: The number of used/total seats on your account
- Renewal date: The date when your monthly/seasonal seats will automatically renew