This article is intended for accountants and bookkeeper customers with clients on Relay and contains instructions on how to upgrade a client's account to the Grow or Scale plan.
Please note: only advisors with Administrator or Super Administrator permissions can upgrade a client's account on their behalf.
How to upgrade your client plan as an advisor
To upgrade a client's plan, you must ensure that you are signed into your firm's Partner Portal via desktop, and not a business or client account. Once logged in, please follow the below steps:
- Click on the three vertical dots at the far-right side of your client's business name.
- Click Manage Subscription.
- You will now be taken to the Billing and plans page for your client. Click the Change Subscription button at the top-right corner of the Current Plan window.
- Click Upgrade on either the Grow or Scale plan
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You will now be prompted to select one of three billing options; you can either opt to pay on your client's behalf or ask the client to cover the costs on their end for the subscription cost.
- If you choose to cover the cost associated with your client's monthly Relay subscription, there will be a couple of additional steps to finalize the subscription setup. This includes choosing the Relay checking account you want the subscription costs to be pulled from.
- If you choose to have the client cover the subscription costs on their end, the client will receive an email invitation to subscribe to Grow or Scale, with instructions on how to upgrade.
- After selecting the preferred billing option, click Done.
What if I don't see three vertical dots beside my client's account?
If you don't see the three vertical dots beside a client's business name in your Partner Portal, it is likely that you have not been invited to their account as an Administrator or Super Administrator.
In this case, you would need to request your client to adjust your permission level in order for you to upgrade their plan on their behalf. Otherwise, the client can upgrade their subscription plan within their own account by following the steps outlined here.
Will my client receive a free trial?
Accountants and bookkeepers will not receive free trials of Grow or Scale for their clients. If your client wishes to take advantage of our 14-day free trial, they will need to upgrade their subscription plan within their own account by following the steps outlined here.
Can I get Grow or Scale at a discounted rate for my clients?
Grow and Scale subscription pricing for your clients will be dependent on your firm's partner status. More information on Relay's Partner Program can be found here!