Change your plan
The steps for changing your plan depend on your current subscription and the plan you want to move to. Review the relevant pathway before making a change.
Before changing your plan
Changing plans may affect:
- Your subscription price and billing
- Access to videos, resources and Live Events
- Organisation roles and Team CPD reporting
- Access to historical CPD records
If you are part of an organisation, download any CPD reports you need before the current plan ends.
If you have a Solo plan
Move from Solo to Team
A Team plan is for organisations with 2–4 people. View current Team pricing. You can upgrade from your billing settings:
- Sign in and select the circle containing your initial, then select Billing.
- Select Upgrade To Teams.
- Choose the number of seats, create the organisation and invite your members.
Move from Solo to Firm
A Firm plan is for organisations with 5 or more people. View current Firm pricing, then contact us so we can help set up the appropriate plan.
Keep your existing account
You do not need to create another Tax Nuggets Academy account before upgrading.
If you have a Team or Firm plan
Only the organisation Owner can change its subscription.
Change the number of Team seats
Review the organisation’s billed seats before adding or deactivating members. Team Owners can manage seats from the organisation billing area. Firm customers should contact us for seat changes.
Move between Team and Firm
Contact us so we can review your organisation size, billing and support requirements.
Move to Solo
Moving to Solo closes the organisation subscription and ends Team CPD reporting, Group CPD Sessions and member access. Ask every member to download any CPD reports they need before the organisation plan ends.
Follow the steps to move from Team or Firm to Solo →
If you have Standard Legacy
Leaving Standard Legacy is permanent
Cancelling, changing plans or failing to resolve a payment within the applicable grace period ends your eligibility. Standard Legacy cannot be restored or selected again.
Contact us before making a change. You can remain on Standard Legacy while the subscription stays active.
Billing adjustments
If a subscription changes during a billing period, the invoice may contain a prorated credit or charge, including:
- Credit for unused time on the previous plan
- A charge for the remaining time on the new plan
- Adjustments for changes in billed seats
If you are unsure which pathway applies, contact us before changing or cancelling your subscription.