Manage your client-based subscription (international)

Note

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

This article covers what you can do with your client-based subscription in Team & plans. For how the plan works, see client-based pricing .

To open your subscription, go to Settings > Team & plans from the left menu bar.

Review your subscription

To review your subscription, go to Settings > Team & plans and open the Plan overview tab. It shows:

• Current plan: your plan.
• Active accounts: how many active accounts your firm has out of what your plan includes. Accounts over that number are added automatically and billed monthly.
• Seats: how many of your 20 included team members are in use (Seats allocated), and your renewal date.
• Payment method: the card or bank account TaxDome charges, if your firm pays in TaxDome.
• Billing details: the details on your invoices. The firm owner can click Edit to change them.

Extra accounts

Your plan includes 150 active accounts , plus any accounts in packs you bought. When you go over that, extra accounts are added automatically and billed monthly.

Add team members

Your plan includes up to 20 team members. To see how many are in use, open the Team members tab in Team & plans and check Full-term seats at the top—for example, 4/20. To add someone, click Invite team and follow the steps to add a team member .

If your firm needs a larger plan, contact TaxDome Sales to discuss a custom plan .

API and MCP access

To get API and MCP access, contact TaxDome Sales .

Tip

You can change your payment method, handle a failed payment, access your invoices, or cancel your subscription the same way on every pricing model.

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