Tallyfor subscriptions are priced on a 'per binder' basis. In other words, your subscription cost is based on the number of binders that you use. A "binder" is a a client, plus the year. If you make multiple versions of an ATB under a client + year, you will only be charged for the first version.
Note: Previously in Tallyfor, pricing was based on "returns".
The Billing page can be found in the top main menu bar, next to Settings. From this page you can purchase and manage your Tallyfor subscription.
Use the Purchase button to be taken to a checkout where you can enter your credit card or ACH information. You can add Additional binders to your subscription during the checkout process. This button will only be present if you are on a Trial Subscription.
Tallyfor Billing Page
The checkout form.
To learn more about Tallyfor subscriptions:
From the Billing page, you can also see how many binders you have available and review the ATB's you have used. You can also review your purchase history.
Purchasing Additional Binders
If you run out of binders before your subscription renews, you can always add extra binders to your subscription.
To do so, please follow these steps.
Head to the BILLING screen and click the Manage Existing Subscription button
The Self Serve Portal will open and you'll need to click through a few winders. Start by clicking on your Plan.
Click in the middle of the next modal where it says "CLICK HERE to Purchase Additional Binders"
Click the checkmark next to "Additional Binders" and then hit the Add button
We're almost there! On the next screen you can edit your purchase quantity and apply a coupon code (if you have one). The hit the Update Subscription button and your purchase will be processed. Above that button, you'll see the Total for your purchase.
Alternatively, you can always email [email protected] and we'll promptly help you out with your purchase.
If a Billing page button doesn't work
If Manage Existing Subscription (or any Billing button) does nothing when you click it, don't keep troubleshooting — ask for a human right here in the chat and we'll process your purchase manually, usually within the hour.
Invoices and payment status
Your purchase history appears on the Billing page. If you need a PDF invoice, or want to confirm whether a payment went through, ask in the chat and request a human — a teammate will look up your account and send what you need. The chat assistant can't see your billing records on its own, so questions like "did I pay my bill?" always need a person.
Cancelling your subscription
You can cancel at any time — no multi-year contracts. See How to Cancel Your Subscription, or just say "I want to cancel" in the chat and ask for a human.