Managing Your Billing and Plan

Accessing Your Billing Portal

To access your billing and plan portal, you must be the workspace owner, as only the owner has the necessary permissions to view and manage these settings.

Once confirmed, click on the three horizontal lines (hamburger menu) in the upper right corner of your dashboard. This will open a dropdown menu where you can select the "Billing / Plan" option.

Understanding Your Billing Portal

On the "Billing / Plan" page, you'll find a comprehensive overview of your subscription, including:

Details about your current plan and its features
Your billing cycle information
Access to download past invoices for record-keeping or accounting purposes

Managing Payment Methods

The billing portal allows you to manage your payment methods with ease:

Click "Add New Payment Method" to securely input new payment details
Add multiple payment methods as needed
Prioritize one as your primary payment option
Remove outdated payment methods when necessary

Understanding Your Subscription

Check out our Knowledge Center article on Understanding Your Monthly and Annual Billing Cycles for more information on our pricing and billing structure.

Making Changes to Your Plan

For users looking to adjust their current plan, there are several ways to initiate the process:

Option 1: Contact Your Account Representative

Your dedicated account representative is always available to assist with plan changes. Simply reach out to them for help navigating the upgrade or downgrade process smoothly.

Option 2: Use the Chat Feature

For immediate assistance, use the chat button located in the bottom-right corner of our website. This allows you to instantly connect with our support team, who can guide you through the process.

Option 3: Email Support

Send an email to our support team at support@reachreporting.com. Include your account details and the changes you'd like to make, and our team will assist you in completing the request.

Canceling Your Subscription

While we hope you're enjoying Reach Reporting, we understand that sometimes you may need to cancel your plan. The cancellation process is straightforward:

Contact Methods:

Account Representative: Your account representative can walk you through the cancellation process and ensure everything is handled smoothly
Email or Chat Support: Reach out via email at support@reachreporting.com or through our website's chat feature. Provide your account details and indicate that you'd like to cancel your subscription

Our support team will confirm the cancellation and provide any additional information you may need.

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We are dedicated to helping you.

- Need Additional Help?

Your success is important to us.

Whether you're working as a CFO of a business or part of an accounting firm, Reach Reporting is here to improve your working knowledge of reporting and provide service tips and skills to ensure you're at the top of your game.

We make sure that you have access to staff members who are best suited to help you. We work together to resolve issues and create memorable moments that empower you to enhance your reporting skills.

We are here to listen to you. We understand that using new technology can be frustrating, so we can answer questions or jump on a quick Zoom call. Our entire staff has an in-depth knowledge of Reach Reporting and can quickly direct you to best practices to improve your reporting.

We are focused on providing solutions that save you time and increase your value. We continue to improve each day and look forward to visiting with you. Your communication with us is vital and appreciated.

Please feel free to chat with us by clicking the help chat bubble in the lower right-hand corner of this page.

Reach out to your Reach Reporting Rep and schedule a Zoom meeting by clicking the meeting link in their email signature.

Or schedule to join our ongoing webinars.

Reach Reporting is dedicated to helping provide a knowledge base that is easy to understand and informative. If you still have questions that have not been answered, please let us know by emailing support@reachreporting.com, chatting with our support team, or calling us at (877) 467-7637. We are here to ensure that you have a positive experience with Reach Reporting, as we want to continue to be the reporting solution you trust.

Need more access to Reach Reporting Resources?

Reach Reporting has a wealth of knowledge and a robust online community to support you as you create reports that provide powerful insight. Please look into the following resources.

Reach Reporting Blog: We add blogs to our site every month to give you great information in a fun and friendly manner.

Case Studies: We interview one company per month to help our clients highlight how they are using Reach Reporting and how it is improving their services and firm offerings. These case studies are invaluable to our community.

Knowledge Center: From simple to complicated, we provide step-by-step guidance to utilize every aspect of Reach Reporting in our robust knowledge center.

Video Tutorials: We know watching is sometimes easier than reading, which is why all of our tutorials are video-based in the video tutorial section of Reach Reporting and Youtube.

Social Networks: Join us on FaceBook, LinkedIn, Youtube, and Twitter.

Monthly Newsletter: Go to the footer of reachreporting.com and sign up to receive the Reach Reporting newsletters delivered directly to your inbox. Our newsletters cover tips and tricks, current events in accounting, strategies to improve your advisory services, and much more.

We look forward to helping you build insightful reports,

The Reach Reporting Team.