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How to Subscribe to a Tool

Last Updated: September 25, 2024

Once a user clicks the “Start Subscription” button for a service (such as Tax Research, Tax Return Analysis, Tax Planning Strategy, or Client Support Chat), they are directed through the following steps to complete their subscription securely via Stripe: Initiate Subscription: Redirect to Stripe Checkout: Payment Confirmation: Confirmation Page:

How to Manage your Subscription

Last Updated: September 24, 2024

The Stripe Customer Portal offers a straightforward way for users to manage subscriptions, billing information, and payments securely. Below is a brief overview of key features and functionalities within the portal, as shown in the example. Key Features 1. Current Plan 2. Payment Method 3. Billing Information 4. Invoice History Managing Subscriptions