--- title: Manage Subscription description: Upgrade Plan, Change Card Info, Cancel Subscription --- [Skip to content](https://help.holistiplan.com/how-do-i-manage-my-subscription-status#main-content) English Show submenu for translations [More support](https://help.holistiplan.com/kb-tickets/new?hsLang=en) [![Holistiplan Logo (800x200 px).webp\]](https://help.holistiplan.com/hs-fs/hubfs/Holistiplan%20Logo%20(800x200%20px).webp?width=160&height=40&name=Holistiplan%20Logo%20(800x200%20px).webp)](https://www.holistiplan.com/) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.holistiplan.com/kb-tickets/new) Holistiplan Knowledge Base - There are no suggestions because the search field is empty. 1. [Help Center](https://help.holistiplan.com/?hsLang=en) 2. [Billing and Subscriptions](https://help.holistiplan.com/billing-and-subscriptions?hsLang=en) # Manage Subscription ## Upgrade Plan, Change Card Info, Cancel Subscription Firm Admins can manage their subscription by navigating to **Settings \> [Subscription.](https://app.holistiplan.com/firmadmin/subscription/subscriptioninfo/)**On the Subscription Settings screen, review and update several firm account management items, including: ##### [**Upgrade options**](https://help.holistiplan.com/how-do-i-manage-my-subscription-status#upgrade) ##### [**Renewal date, household tier, and household statistics**](https://help.holistiplan.com/how-do-i-manage-my-subscription-status#renewal) ##### [**Edit Billing Address, Billing Contacts, Payment Method, and View Invoices**](https://help.holistiplan.com/how-do-i-manage-my-subscription-status#credit) [**Cancel Subscription**](https://help.holistiplan.com/how-do-i-manage-my-subscription-status#Cancel) --- ### Upgrade Account Select the household tier you want to move to by clicking **Upgrade Household Tier**. The prorated cost of the upgrade will then be displayed before confirming the upgrade purchase. Upgrade cost is calculated by taking the difference between the current plan and the plan you're upgrading to, applying any discounts, and prorating the cost based on the firm's renewal date. Upgrading will not change your renewal date. ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Jun-01-2026-08-17-14-4763-PM.png?width=591&height=302&name=image-png-Jun-01-2026-08-17-14-4763-PM.png) ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Jun-01-2026-08-19-38-2554-PM.png?width=436&height=344&name=image-png-Jun-01-2026-08-19-38-2554-PM.png) ### Subscription Information Review the firm's renewal date, household tier, and household statistics in the **Subscription Details** section. ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Jun-01-2026-08-20-27-9394-PM.png?width=522&height=316&name=image-png-Jun-01-2026-08-20-27-9394-PM.png) The breakdown of the billable household count, as well as a link to how household billing works, can be found by clicking on impact billing can be found by clicking on **How is this Calculated?** **![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Jun-01-2026-08-23-55-3151-PM.png?width=462&height=537&name=image-png-Jun-01-2026-08-23-55-3151-PM.png)**  [Household Billing](https://help.holistiplan.com/household-billing?hsLang=en) ### **Edit Billing Address, Billing Contacts, Payment Method, and View Invoices** #### Information can be reivewed and changed by going to [**Settings \> Subscription \> Billing**](https://app.holistiplan.com/firmadmin/subscription/billing/) **Billing Address** (used to determine sales tax): ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Jun-01-2026-08-31-07-7450-PM.png?width=440&height=187&name=image-png-Jun-01-2026-08-31-07-7450-PM.png) --- **Billing Contacts:** By default, the user who initially signed up for the subscription is a billing contact. Add more in this section ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Jun-01-2026-08-32-23-4900-PM.png?width=462&height=196&name=image-png-Jun-01-2026-08-32-23-4900-PM.png) --- **Card number:**  ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Jun-01-2026-08-33-51-5341-PM.png?width=428&height=138&name=image-png-Jun-01-2026-08-33-51-5341-PM.png) ---  **Invoices:** Download previous invoices and preview upcoming invoices (subject to change) ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Jun-01-2026-08-34-31-9135-PM.png?width=624&height=155&name=image-png-Jun-01-2026-08-34-31-9135-PM.png)   ### **Cancel Subscription** Cancel your subscription at any time by going to **Settings \> Subscription**  **![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Jun-01-2026-08-25-05-8079-PM.png?width=1724&height=838&name=image-png-Jun-01-2026-08-25-05-8079-PM.png)** - [Getting Started at Holistiplan - 101](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#main-content) - [How to Contact Support](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#how-to-contact-support) - [Ready to Get Started?](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#ready-to-get-started) - [Getting Started with Your Households](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#getting-started-with-your-households) - [Tax Report](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#tax-report) - [Scenario Analysis](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#scenario-analysis) - [Master Your Dashboard](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#master-your-dashboard) - [Tips for New Users](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#tips-for-new-users) - [Deeper Dive at Holistiplan - 201](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#main-content) - [Mastering the Tax Report: Advanced Insights and Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#mastering-the-tax-report-advanced-insights-and-analysis) - [Advanced Planning with Scenario Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#advanced-planning-with-scenario-analysis) - [Roth Projection Tool](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#roth-projection-tool) - [Using the Tax Explainer](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#using-the-tax-explainer) - [Tax Letter- Adding Value for Your Clients](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#tax-letter-adding-value-for-your-clients) - [Holistiplan Basics](https://help.holistiplan.com/holistiplan-basics?hsLang=en#main-content) - [Uploading Returns](https://help.holistiplan.com/holistiplan-basics?hsLang=en#uploading-returns) - [Household Information](https://help.holistiplan.com/holistiplan-basics?hsLang=en#household-information) - [Tools & Resources](https://help.holistiplan.com/holistiplan-basics?hsLang=en#tools-resources) - [Firm Admins](https://help.holistiplan.com/holistiplan-basics?hsLang=en#firm-admins) - [Holistiplan Academy - Upload Breakdown](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#main-content) - [Tax Report](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#tax-report) - [Scenario Analysis](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#scenario-analysis) - [Billing and Subscriptions](https://help.holistiplan.com/billing-and-subscriptions?hsLang=en) - [User Admin](https://help.holistiplan.com/user-admin?hsLang=en) - [Tax Reports](https://help.holistiplan.com/tax-reports?hsLang=en#main-content) - [Tax Report FAQ](https://help.holistiplan.com/tax-reports?hsLang=en#tax-report-faq) - [Scenario Analysis](https://help.holistiplan.com/scenario-analysis?hsLang=en#main-content) - [General Administration and Editing](https://help.holistiplan.com/scenario-analysis?hsLang=en#general-administration-and-editing) - [Business Income](https://help.holistiplan.com/scenario-analysis?hsLang=en#business-income) - [Charitable Giving Strategies](https://help.holistiplan.com/scenario-analysis?hsLang=en#charitable-giving-strategies) - [Credits and Deductions](https://help.holistiplan.com/scenario-analysis?hsLang=en#credits-and-deductions) - [Equity Compensation](https://help.holistiplan.com/scenario-analysis?hsLang=en#equity-compensation) - [Filing Status](https://help.holistiplan.com/scenario-analysis?hsLang=en#filing-status) - [Range Calc/Solve for Max](https://help.holistiplan.com/scenario-analysis?hsLang=en#range-calc-solve-for-max) - [Retirement Plan Contributions and Distributions](https://help.holistiplan.com/scenario-analysis?hsLang=en#retirement-plan-contributions-and-distributions) - [Roth Conversions](https://help.holistiplan.com/scenario-analysis?hsLang=en#roth-conversions) - [State Taxes](https://help.holistiplan.com/scenario-analysis?hsLang=en#state-taxes) - [Strategy Illustrations](https://help.holistiplan.com/scenario-analysis?hsLang=en#strategy-illustrations) - [Wages](https://help.holistiplan.com/scenario-analysis?hsLang=en#wages) - [Scenario Analysis FAQ](https://help.holistiplan.com/scenario-analysis?hsLang=en#scenario-analysis-faq) - [Supplemental Income](https://help.holistiplan.com/scenario-analysis?hsLang=en#supplemental-income) - [Roth Projection Tool](https://help.holistiplan.com/roth-projection-tool?hsLang=en) - [Tax Letters](https://help.holistiplan.com/tax-letters?hsLang=en) - [Explainer Reports](https://help.holistiplan.com/explainer-reports?hsLang=en) - [P&C Insurance Planning](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#main-content) - [Basics](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#basics) - [Getting Started](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#getting-started) - [Features/Additional Information](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#features-additional-information) - [Integrations](https://help.holistiplan.com/integrations?hsLang=en#main-content) - [Single Sign-On](https://help.holistiplan.com/integrations?hsLang=en#single-sign-on) - 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