1. How will the product be delivered?

You will have instant access to the web application right away through login page. There is NO software to be downloaded.

2. How to add new users (staff) to share data?

Original user who created account (example principal agent) can only add new users. After login, upper right corner, click on user name → Account Settings → Add Employee

3. How will I be billed?

You will be billed based on the plan you choose. All payments will be applied with a credit card.

4. If I cancel midterm, will I be credit back?

Yes. You will be credit back the pro-rated unearned amount based on 30-day interval of initial payment date.

5. How do I cancel my membership?

Go to Account Settings → View Subscription → then cancel from here.

6. How do I cancel a user account (employee/staff)?

Go to Account Settings → Add Employee → click X button next to user email you want to remove.