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16798: Hosting on Rightworks - Billing Overview


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Hosting on Rightworks: How do I update my billing/payment details or cancel my subscription?

 

The Drake Tax software license must be purchased separately; the hosting fee does not include the annual software license fee. The hosting fee is $99 per month, per user. 

  • At this time, an annual payment option is not available. In order to make the service available as soon as possible, we have launched with the monthly payment option only.
  • If you cancel within 30 days, you will receive a refund of the amount paid, less a $50 cancellation fee. 
  • Discounts are available for accounts with 10 or more users. Our on-boarding team will be able to provide you with more details.
  • The hosting fee includes 40GB of storage, per user, on the Rightworks Desktop. Overages are charged a fee of $1 per GB over the 40GB/user.

For information about seat changes, see Related Links below. 

Card and Address Changes

Billing changes for Hosting on Rightworks are done through the Drake Software Support site. To edit card information: 

  1. Log in to Drake Software Support with your Drake Software credentials. 
  2. From the left menu, select Account > Manage Rightworks.
  3. Click the Billing tab. 
  4. Click Edit Card

The billing address for Hosting on Rightworks is the same as your Drake Software billing address. If changes need to be made, log in to the Support website > Account > Account Info. Edit the Address as needed and click Save.

Account Suspended Due to Payment Failure

If payment fails when attempting to use the credit card on file, the account will become "suspended." To correct this, you will need to:

  1. Log in to Drake Software Support with your Drake Software credentials. 
  2. From the left menu, select Account > Manage Rightworks.
  3. Click the Billing tab. 
  4. Click Edit Card
  5. Update the card information.
  6. Then pay the balance due. 

Cancellations 

To cancel your subscription, 

  1. Log in to Drake Software Support with your Drake Software credentials. 
  2. From the left menu, select Account > Manage Rightworks.
  3. Click the Billing tab. 
  4. Click Cancel Subscription
  5. Verify the deactivation information displayed. Please note:
    • All seats will be deactivated. 
    • The deactivation will occur on the last day of the current month. 
    • You may continue to use the seats until the site is deactivated. 
    • If you later decide to reactivate, existing seats, data, and files will not be recoverable. You must download any files that you want to keep before deactivating the site. 
  6. Click Submit Order to continue. 

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