You may upgrade from a free Preview account or from one paid account level to another at anytime. Your credit card will be charged the new monthly payment, or the discounted annual payment (at your choice) upon upgrading. You may upgrade here.

If you’re on a monthly subscription, your credit card will be invoiced at signup and every 30 days after. We currently use Chargify to handle our subscription management, using their API to allow you to update and modify your credit card information from the My Account link within your account. If you select the discounted annual payment option, you card will be charged once per year at your account creation date.

We use Authorize.Net as our payment gateway.

You may export your data in three ways: outputting your task, deliverable, category or project reports to PDF and saving them locally, outputting Project Reports, and by downloading any files that you’ve uploaded to our servers.

When you close your account we promise to keep your data safe and secure for 12 months in case you wish to re-activate your account. After 12 months we permanently delete all data from closed accounts.

You also have the ability to delete all of your projects before closing your account.

If you’re on a month-to-month plan, you have the option to close your account at anytime without penalty. Simply submit your cancellation request through the Feedback link within your account. This is secure way to ensure that you’re not billed for any future service, as this method is far more reliable than email or phone requests. Once you cancel we’ll close your account and you will not billed for any future service. Since we’re a pay-as-you-go service, we don’t issue refunds for closing your account before your paid subscription period expires.

If you’re on a pre-paid plan, you may cancel at anytime, but your account will stay open until the end of your plan. We do not issue refunds for early cancellation.