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6 docs tagged with "Billing"

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Billing Models

Understand the two billing models in Atlas — Charge Us where your firm pays, and Client Pays where the client manages their own subscription.

Charge Us Model

Learn how the Charge Us billing model works in Atlas — your firm pays client subscriptions, owns the accounts, and controls the relationship.

Charge Us Subscriptions

Understand how Charge Us subscriptions work including prorating, mid-cycle billing, plan tiers, and managing your payment method.

Client Pays Model

Learn how the Client Pays billing model works in Atlas — clients own their accounts, pay their own subscriptions, and either party can disconnect.

Storage Billing

Enable paid storage on your Accountant Portal branch to upload past the 1 GB free allowance. Pay only for what you use, billed monthly with your subscription.

Switching Billing Models

Understand how to change a client's billing model in Atlas, including the ownership transfer process for Charge Us accounts.