Question 1

Does the plan cover all financial years?

Accepted Answer

An active subscription gives you access to all financial years. Once you pay you can select any financial year and download the report, for all financial years, as many times as you like, so long as you are still subscribed to our service.

Question 2

Do you have an accountant package?

Accepted Answer

Yes, we have an accountant package with bulk discount pricing at a very competitive rate. The accounting portal allows you to manage multiple clients under the one account. If you are an accountant, you may book a demo on the ‘For Accountants’ page.

Question 3

How does the transaction limit work?

Accepted Answer

The transaction count limit is for all financial years. When making calculations we need to consider all transactions made in previous financial years.

Question 4

What happens if I want to upgrade or cancel?

Accepted Answer

You can upgrade at any time and just pay the difference on the pricing. If you decide to cancel you can do this at any time in the billing section of the app.

Question 5

How does the free trial work?

Accepted Answer

The platform is free to use immediately upon signup, allowing you to import your transactions and take advantage of our smart suggestion and auto-categorization engine, portfolio tracking, DeFi and NFT support. If you have fewer than 100 transactions and no more than 3 imports, you can download this year’s tax report for free. If you have more than 3 imports, or over 100 transactions, you can preview your tax results too. For access to reports on higher transaction or import counts, previous year reports, access to the tax loss harvest tool or chat and priority support, you will need to upgrade to the appropriate paid plan.

Question 6

What is the 30-day money-back guarantee?

Accepted Answer

To give you added confidence, we offer a full 30-day money-back guarantee in case you are unsatisfied with our product. This 30-day money-back period commences when you upgrade to a paid plan. During this period you can cancel your plan in the billing section of our platform, and reach out to our support team for a refund. We're dedicated to improving our product, so we do ask for your feedback on the product before cancelling.

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