Plans and Billing

Firm Administrators have control over the firm’s subscription tier and payment records.

Subscription Plans

Complyax offers subscription tiers based on the number of clients and team members managed:

• Bronze Plan — For small or sole-practitioner firms.
• Silver Plan — For growing local firms.
• Gold Plan — For mid-sized to national chartered practices.

If a team member invitation fails with a LIMIT_REACHED error message, the firm must upgrade its subscription tier.

Updating the Subscription Tier

To upgrade, downgrade, or update payment information:

1. Navigate to Settings in the left navigation.
2. Select the Billing tab.
3. Review the active tier details and click Select Plan under the target plan tier.
4. You will be redirected to the secure GoCardless checkout portal to authorise or update your direct debit mandate.
5. Once checkout is completed, you will be redirected back to the Complyax dashboard, and your plan tier limits will update immediately.

Payment Receipts and Invoices

To view or export past invoices:

1. Navigate to Settings > Billing.
2. Scroll to the Payment History section.
3. View the list of past transactions, which includes details on receipt dates and payment amounts.
4. Click on any record to view details or download official GoCardless billing receipts.