Question 1

What is included in the Free plan?

Accepted Answer

The Free plan includes 5 receipts per month, email forwarding, AI-powered categorization, CSV exports, and access to all free tax calculators. Perfect for testing ReceiptClaimer or light users.

Question 2

When should I upgrade to Personal or Business?

Accepted Answer

Upgrade to Personal ($9/month) when you need more than 5 receipts per month, want to track multiple rental properties, or require mileage tracking. Choose Business plans ($199-$799/month) if you are an accounting practitioner managing multiple clients - includes up to 100-1,000 clients, 150-600 audits/month, audit reconciliation, advanced reporting, and priority support.

Question 3

Can I cancel my Personal subscription anytime?

Accepted Answer

Yes. You can cancel anytime with no lock-in contracts. Your subscription remains active until the end of your billing period, and you can export all your data before cancelling.

Question 4

What payment methods do you accept?

Accepted Answer

We accept all major credit cards (Visa, Mastercard, Amex) via Stripe. Payments are processed securely, and we never store your card details on our servers.

Question 5

Do you offer plans for accounting practitioners?

Accepted Answer

Yes! Our Business plans ($199-$799/month) are designed for accounting practitioners (accountants, bookkeepers, tax agents) managing multiple clients. Features include audit reconciliation with bank statements, multi-client management (100-1,000 clients), 150-600 audits per month, advanced reporting, priority support, and custom integrations. Contact us for enterprise pricing for larger firms.

Question 6

What happens to my data if I downgrade to Free?

Accepted Answer

All your historical data remains accessible. You can view and export all past receipts, but you will be limited to 5 new receipts per month going forward. No data is deleted when downgrading.

Simple, Transparent Pricing

Free

Personal

B2B

Free

Personal

B2B