Company/FY subscription guide

1. Select the company and financial year

Open Plans & Passes and select Manage access for your client. Access belongs to that company and Indian financial year. An interim/provisional period within the FY shares its access.

2. Start a trial or activate a pass

A new trial client uses one of your two lifetime slots. Existing users can select an existing company/FY for an available trial. To get full outputs, buy the appropriate passes and explicitly activate one for the company/FY. Paid activation of a trial gives full outputs without resetting its trial history.

3. Prepare and export

All draft names, provisional, final and revised versions within that company/FY are included. Trial PDFs are watermarked. Demo Excel includes Balance Sheet, Profit and Loss and up to two selected notes, as values only. Full linked Excel and supported Tax Portal JSONs need paid access.

4. Another FY

Select and activate access for the other FY first, then create its financial period. Comparative PY figures inside your subscribed FY do not need a second pass. Standalone preparation/export for another FY does.

Deletion and legal identity

Deleting a client never refunds a pass or restores a trial slot. Recreating the same legal entity/FY recognises its saved access. An activated client's legal identity cannot be replaced with another company's identity.

Payment confirmation

Passes are added only after captured payment is verified. If checkout closed or your balance did not update, use Check payment in purchase history. Rechecking never adds the same purchase twice.

When Paid Plans are OFF

Access is unrestricted, purchases are disabled, and no passes or trial slots are consumed. Turning plans back ON preserves existing paid access and trial history. Work done while OFF is not retrospectively billed.

Lifetime-free access

A super admin can grant free lifetime access to a verified email/account. No pass or purchase is required. This grant does not confer admin permissions.