This article is intended for accountants and bookkeepers with firm accounts on Relay and will walk through how to upgrade your own firm's business account to Relay Pro.
If you are an advisor looking to upgrade a client's account to Relay Pro on their behalf, please see Upgrading a client’s account to Relay Pro.
Please note: you cannot currently upgrade to Relay Pro on the Relay mobile app. To upgrade, please sign in to Relay on your desktop.
How advisors can upgrade their business account Relay Pro
- Sign in to your Relay account on your desktop.
- Navigate to the Settings tab.
- Click Billing and plans, then select Change Plan.
- Scroll down, then click Upgrade next to Relay Pro.
- Scroll down, then click Checkout.
How much does Relay Pro cost for accountants and bookkeepers?
For accountants and bookkeepers, Relay Pro is free for your firm's business account.
How much does Relay Pro cost for my clients if I sign them up?
Relay Pro pricing for your clients will be dependent on your firm's partner status. More information on Relay's Partner Program can be found here!
Can my clients get a Relay Pro free trial?
Accountants and bookkeepers will not receive free trials of Relay Pro for their clients. If your client wishes to take advantage of our 14-day free trial, they will need to upgrade to Relay Pro within their own account by following the steps outlined here.