Everything about your subscription lives under Billing in workspace settings, seats, plan, payment method, and a complete invoice history. Only workspace admins can make billing changes.
Adjust coordinator seats
Seats can be added or removed at any time. Adding a seat takes effect immediately and is prorated to your current cycle; removing one frees up on your next renewal so you are never charged twice for the same period. The seat count you set during setup is just a starting point.
Upgrade or change your plan
Move between Team, Brokerage, and Enterprise from the plan card. Upgrades unlock their features instantly: compliance rules, e-sign, SSO, and the audit log depending on tier. Switching to annual billing applies the two-months-free discount on your next renewal.
Payment methods and invoices
Update the card or ACH details on file under Payment, and add a PO or billing reference that prints on every statement. Every invoice is listed under Invoices with a downloadable PDF, so finance can reconcile without waiting on support.